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Preserving Privilege in a Digital Age: Waiver Risks, Clawback Tools, and AI Implications in Litigation

Strategies for protecting privileged information through clawback agreements, Rule 502(d) orders, and managing AI-related waiver risks in litigation.

2025-09-10 13:00:00

Program Details

2025-09-10 13:00:00

Program Details

2025-09-10 13:00:00

Over 1,000+ webinars

2025-09-10 13:00:00

Course Overview

Protecting Privilege in Digital Litigation

2025-09-10 13:00:00

Participants will learn strategies for safeguarding privileged information amid rapid digital communication and AI adoption. These techniques apply directly to discovery protocols, third-party relationships, and emerging technology governance.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Clawback Tools
Rule 502(d) orders and clawback agreements protect against privilege waivers from inadvertent disclosures.
02
Kovel Doctrine
Third-party advisors may preserve privilege when translating or interpreting information for attorneys.
03
Common Interest
Parties sharing a common legal interest and strategy may prevent waiver of privilege.
04
Functional Equivalent
Consultants acting as de facto employees may not destroy attorney-client privilege protections.
05
AI Risks
AI prompts contain attorney mental impressions and may be discoverable as work product.
06
AI Governance
Organizations should implement AI use policies specifying what information employees can use in prompts.

Program schedule

clock 1:00 pm - 1:25 pm EST

Clawback Agreements and Rule 502(d) Waiver Protections

This session explores how modern digital communications create privilege waiver risks and examines protective tools including clawback agreements and Rule 502(d) orders. Attendees will learn practical strategies for drafting effective non-waiver provisions and ESI protocols to safeguard privileged information during discovery.

Ellen P. BlanchardEllen P. Blanchard
Andrea L. D’AmbraAndrea L. D’Ambra
Patricia E. AntezanaPatricia E. Antezana
clock 1:25 pm - 1:50 pm EST

Kovel Doctrine and Third-Party Consultant Privilege Issues

This session examines when communications with third-party consultants, accountants, and advisors remain protected under the Kovel doctrine’s interpreter exception. Participants will analyze recent case law including GMO Game Center to understand the factors courts consider when evaluating these privilege claims.

Ellen P. BlanchardEllen P. Blanchard
Andrea L. D’AmbraAndrea L. D’Ambra
Patricia E. AntezanaPatricia E. Antezana
clock 1:50 pm - 2:00 pm EST

Common Interest and Functional Equivalent Doctrine Applications

This session addresses how parties’ conduct and relationships determine whether the common interest privilege or functional equivalent doctrine prevents waiver. Through analysis of recent decisions, attendees will learn evidentiary requirements for establishing these exceptions and common pitfalls to avoid.

Ellen P. BlanchardEllen P. Blanchard
Andrea L. D’AmbraAndrea L. D’Ambra
Patricia E. AntezanaPatricia E. Antezana
clock 2:10 pm - 2:40 pm EST

Technical and Policy Protections for AI Tools

This session covers practical approaches to protecting privileged information when implementing AI tools, including technical safeguards, tool selection criteria, and organizational use guidelines. Attendees will learn strategies for ring-fencing confidential data, training employees, and addressing AI use in ESI orders and confidentiality agreements.

Ellen P. BlanchardEllen P. Blanchard
Andrea L. D’AmbraAndrea L. D’Ambra
Patricia E. AntezanaPatricia E. Antezana
clock 2:40 pm - 3:10 pm EST

AI Prompts and Privilege in Discovery Contexts

This session examines emerging privilege considerations surrounding AI prompts and outputs in litigation discovery, including work product protection for attorney mental impressions embedded in prompts. Participants will explore how courts are addressing AI use, validation requirements, and the future evolution of privilege doctrine in AI-assisted legal practice.

Ellen P. BlanchardEllen P. Blanchard
Andrea L. D’AmbraAndrea L. D’Ambra
Patricia E. AntezanaPatricia E. Antezana
Ellen P. Blanchard

Ellen P. Blanchard

Norton Rose Fulbright

Andrea L. D’Ambra

Andrea L. D’Ambra

Norton Rose Fulbright US LLP

Patricia E. Antezana

Patricia E. Antezana

Reed Smith LLP

Ellen P. Blanchard

Ellen P. Blanchard

Norton Rose Fulbright

Ellen Blanchard is a partner in the Information Governance, Privacy and Cybersecurity group of Norton Rose Fulbright, based in Dallas. She has extensive experience working with companies managing and protecting the data critical to their business, including information governance policies and procedures, data minimization and storage, cybersecurity, privacy, and all phases of discovery and the EDRM model. She has represented clients across a variety of industries in complex commercial litigation, cybersecurity incidents, and government investigations — including Second Requests — involving securities, antitrust, healthcare, cybersecurity, telecommunications, and intellectual property issues. She also advises clients on information governance matters such as defensible disposition, AI Acceptable Use policies, and record retention. Drawing on her understanding of the interconnections between law and technology, she works with clients across the full EDRM continuum from records management to trial, providing strategic advice that balances risk management with practical business guidance, particularly in information governance and artificial intelligence. A frequent speaker at conferences and on podcasts, she enjoys sharing, in her words, war stories of life in the discovery trenches.

Recognition & Leadership

Ellen is recognized in Legal 500's US e-discovery rankings, where she is named alongside colleagues Andrea D'Ambra and David Kessler as part of Norton Rose Fulbright's e-discovery team; client commentary describes the three as a seamless team of well-informed, efficient, experienced professionals who guide communications and manage projects effectively. Legal 500 notes that she operates from Dallas and supports a range of data breach and cybersecurity incident matters. She was named a partner in Norton Rose Fulbright's 2026 global promotions round, announced December 11, 2025. She is described as a recognized thought leader who regularly speaks on panels and participates in podcasts on current industry topics, including data minimization, Second Requests, and artificial intelligence.

Professional Involvement

Ellen is active in The Sedona Conference, participating in Working Group 1 (Electronic Document Retention and Production), Working Group 6 (International Electronic Information Management, Discovery and Disclosure), Working Group 11 (Data Security and Privacy Liability), and Working Group 13 (Artificial Intelligence). She is a Founding Board Member of the Mother Attorney Mentoring Association, USA, and served as Director of Outreach for the Mother Attorney Mentoring Association of Seattle from 2011 to 2016. Her CLE and panel speaking history includes engagements with the E-Discovery Institute, the Georgetown Advanced Discovery Institute, ACEDS, Westlaw, Legal Week, the Lighthouse Illuminations Summit, and Perkins Coie, on topics such as complex privilege issues, confidentiality designations, eDiscovery for incident response, and intrapreneurial innovation, primarily across 2021 and 2022.

Experience

Before joining Norton Rose Fulbright, Ellen served as Director of Discovery and Information Governance at an international telecommunications company, where she developed the strategic vision for discovery and led a team responsible for proactively managing electronic and document discovery for active litigation, including complex, high-stakes disputes such as mergers, government investigations, cyber investigations, and class actions. In that role she successfully managed the team responding to the regulatory requests stemming from the T-Mobile/Sprint merger approval. Earlier in her career, she was a litigator at Boies, Schiller & Flexner and served as Associate General Counsel and Director, eDiscovery Consulting at Evolver Legal Services. Her representative matters include leading a team that assisted a client in responding to a Second Request related to a large telecom merger investigation, working with co-counsel to produce over 3.5 million documents in a few short months; overseeing discovery strategy in a UK antitrust matter involving the production of over 750,000 documents for a large technology client while navigating complex US/UK privilege issues; and leading discovery strategy for a large telecom merger investigation and litigation, managing a team of eight attorneys and paralegals responsible for producing over 12 million pages and 11.5 TB of data from more than 85 custodians under an expedited timeframe.
Andrea L. D’Ambra

Andrea L. D’Ambra

Norton Rose Fulbright US LLP

Patricia E. Antezana

Patricia E. Antezana

Reed Smith LLP

Patricia focuses on managing e-discovery with a background in general litigation, including commercial matters, business torts and product liability defense, bringing extensive experience resolving a wide range of discovery issues.

Recognition & Leadership

Patricia has written and spoken extensively on various discovery topics.

Experience

She advises clients regarding concerns that arise prior to litigation, including legal holds and preservation, and throughout litigation, including early case assessment, ESI protocols, collections, review, privilege issues, and productions. Patricia has been involved with all phases of litigation, including management of large-scale discovery, dispositive motions, trial preparation and alternative dispute resolution. She has coordinated electronic and hard copy record collection and managed large-scale review projects in numerous complex litigation matters, working closely with case teams to prepare comprehensive and defensible collection and review strategies.
Ellen P. Blanchard

Ellen P. Blanchard

Norton Rose Fulbright

Ellen Blanchard is a partner in the Information Governance, Privacy and Cybersecurity group of Norton Rose Fulbright, based in Dallas. She has extensive experience working with companies managing and protecting the data critical to their business, including information governance policies and procedures, data minimization and storage, cybersecurity, privacy, and all phases of discovery and the EDRM model. She has represented clients across a variety of industries in complex commercial litigation, cybersecurity incidents, and government investigations — including Second Requests — involving securities, antitrust, healthcare, cybersecurity, telecommunications, and intellectual property issues. She also advises clients on information governance matters such as defensible disposition, AI Acceptable Use policies, and record retention. Drawing on her understanding of the interconnections between law and technology, she works with clients across the full EDRM continuum from records management to trial, providing strategic advice that balances risk management with practical business guidance, particularly in information governance and artificial intelligence. A frequent speaker at conferences and on podcasts, she enjoys sharing, in her words, war stories of life in the discovery trenches.

Recognition & Leadership

Ellen is recognized in Legal 500's US e-discovery rankings, where she is named alongside colleagues Andrea D'Ambra and David Kessler as part of Norton Rose Fulbright's e-discovery team; client commentary describes the three as a seamless team of well-informed, efficient, experienced professionals who guide communications and manage projects effectively. Legal 500 notes that she operates from Dallas and supports a range of data breach and cybersecurity incident matters. She was named a partner in Norton Rose Fulbright's 2026 global promotions round, announced December 11, 2025. She is described as a recognized thought leader who regularly speaks on panels and participates in podcasts on current industry topics, including data minimization, Second Requests, and artificial intelligence.

Professional Involvement

Ellen is active in The Sedona Conference, participating in Working Group 1 (Electronic Document Retention and Production), Working Group 6 (International Electronic Information Management, Discovery and Disclosure), Working Group 11 (Data Security and Privacy Liability), and Working Group 13 (Artificial Intelligence). She is a Founding Board Member of the Mother Attorney Mentoring Association, USA, and served as Director of Outreach for the Mother Attorney Mentoring Association of Seattle from 2011 to 2016. Her CLE and panel speaking history includes engagements with the E-Discovery Institute, the Georgetown Advanced Discovery Institute, ACEDS, Westlaw, Legal Week, the Lighthouse Illuminations Summit, and Perkins Coie, on topics such as complex privilege issues, confidentiality designations, eDiscovery for incident response, and intrapreneurial innovation, primarily across 2021 and 2022.

Experience

Before joining Norton Rose Fulbright, Ellen served as Director of Discovery and Information Governance at an international telecommunications company, where she developed the strategic vision for discovery and led a team responsible for proactively managing electronic and document discovery for active litigation, including complex, high-stakes disputes such as mergers, government investigations, cyber investigations, and class actions. In that role she successfully managed the team responding to the regulatory requests stemming from the T-Mobile/Sprint merger approval. Earlier in her career, she was a litigator at Boies, Schiller & Flexner and served as Associate General Counsel and Director, eDiscovery Consulting at Evolver Legal Services. Her representative matters include leading a team that assisted a client in responding to a Second Request related to a large telecom merger investigation, working with co-counsel to produce over 3.5 million documents in a few short months; overseeing discovery strategy in a UK antitrust matter involving the production of over 750,000 documents for a large technology client while navigating complex US/UK privilege issues; and leading discovery strategy for a large telecom merger investigation and litigation, managing a team of eight attorneys and paralegals responsible for producing over 12 million pages and 11.5 TB of data from more than 85 custodians under an expedited timeframe.
Andrea L. D’Ambra

Andrea L. D’Ambra

Norton Rose Fulbright US LLP

Patricia E. Antezana

Patricia E. Antezana

Reed Smith LLP

Patricia focuses on managing e-discovery with a background in general litigation, including commercial matters, business torts and product liability defense, bringing extensive experience resolving a wide range of discovery issues.

Recognition & Leadership

Patricia has written and spoken extensively on various discovery topics.

Experience

She advises clients regarding concerns that arise prior to litigation, including legal holds and preservation, and throughout litigation, including early case assessment, ESI protocols, collections, review, privilege issues, and productions. Patricia has been involved with all phases of litigation, including management of large-scale discovery, dispositive motions, trial preparation and alternative dispute resolution. She has coordinated electronic and hard copy record collection and managed large-scale review projects in numerous complex litigation matters, working closely with case teams to prepare comprehensive and defensible collection and review strategies.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

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MCLE Credits

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Approved
New Hampshire
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New Jersey
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New Mexico
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Alabama

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

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  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs