Program Details
2025-05-29 13:00:00
Over 1,000+ webinars
Course Overview
2025-05-29 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:40 pm ESTThis session explores how artificial intelligence and Technology-Assisted Review help legal teams manage exponentially growing data volumes while reducing costs by 50-70 percent. Attendees will examine ethical duties under Model Rules 1.1 and 5.3, evaluate current software platforms, and analyze seminal case law including Da Silva Moore that established TAR as an accepted methodology.
Brian R. Iverson
Alex Jacobs
Matthew J. Sharbaugh 1:40 pm - 2:00 pm ESTThis session addresses the fundamental shift from on-premise to cloud-based storage, with 98 percent of U.S. organizations now using cloud solutions and over 60 percent of corporate data stored off-site. Participants will explore cost savings, scalability benefits, and critical challenges including data sprawl, replication issues, and preservation complexities in cloud environments.
Brian R. IversonAlex JacobsMatthew J. Sharbaugh 2:00 pm - 2:10 pm ESTA brief intermission allowing participants to refresh before continuing with the remaining cloud storage legal standards and BYOD policy discussions. Use this time to review materials and prepare questions for upcoming sessions.
Brian R. IversonAlex JacobsMatthew J. Sharbaugh 2:10 pm - 2:30 pm ESTThis session examines Federal Rules of Civil Procedure requirements for ESI, focusing on Rule 26’s proportionality factors and the critical possession, custody, and control analysis under competing legal right versus practical ability tests. Attendees will learn strategies for ESI protocols, cost-shifting negotiations, and addressing emerging challenges like hyperlinked documents in collaboration platforms.
Brian R. IversonAlex JacobsMatthew J. Sharbaugh 2:30 pm - 3:10 pm ESTWith 90 percent of employees using personal devices for work and 82 percent of companies maintaining BYOD policies, this session tackles the complex intersection of employer obligations and employee privacy. Participants will analyze Sedona Conference guidance, recent decisions like In re Pork Antitrust Litigation and Allergan v. Revance, and practical strategies for preservation, collection, and production from personal devices.
Brian R. IversonAlex JacobsMatthew J. SharbaughBrian R. Iverson counsels clients on high-stakes litigation in federal and state courts across the nation, with a practice primarily focused on complex business disputes including government contract, healthcare, intellectual property, and financial services litigation.
Alex Jacobs has more than twenty-five years of experience in discovery, internal investigations, civil litigation, and responses to criminal, governmental, or regulatory subpoenas, with expertise in TAR and Generative AI tools to minimize costs in document review.
Matthew J. Sharbaugh is a United States Magistrate Judge appointed in October 2024, with prior experience as a partner focused on employment litigation, appeals, and complex civil litigation.
Brian R. Iverson counsels clients on high-stakes litigation in federal and state courts across the nation, with a practice primarily focused on complex business disputes including government contract, healthcare, intellectual property, and financial services litigation.
Alex Jacobs has more than twenty-five years of experience in discovery, internal investigations, civil litigation, and responses to criminal, governmental, or regulatory subpoenas, with expertise in TAR and Generative AI tools to minimize costs in document review.
Matthew J. Sharbaugh is a United States Magistrate Judge appointed in October 2024, with prior experience as a partner focused on employment litigation, appeals, and complex civil litigation.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
