Program Details
2026-09-29 14:30:00
Over 1,000+ webinars
Course Overview
2026-09-29 14:30:00
2h CLE Credits
Intermediate
2
2:30 pm - 3:30 pm ESTThis session covers the end-to-end workflow for building a defensible, producible ESI set — from TAR/CAL protocol negotiation to the application of new AI tools — and for selecting the correct form of production under FRCP 34(b)(2)(E). Attorneys will learn how courts are grappling with issues created by AI in 2025 and 2026 decisions and how ESI protocols are evolving to accommodate these issues. Attendees leave with a framework for negotiating ESI agreements in light of new AI-related issues, validating technology-assisted review and AI workflows, and avoiding production-format mistakes
Nicole Marie Gill
Nicholas Berenato
Caitlin L. Oyler 3:40 pm - 4:40 pm ESTThis session explores how attorneys can build, validate, and defend a modern ESI production package in an era increasingly shaped by generative AI and AI-assisted review. Participants will examine the end-to-end workflow, from production specifications and load file integrity to AI-generated content, privilege protection, redaction quality control, and Rule 26(g) certification obligations.
As courts confront disputes involving AI-assisted document review, AI-generated business records, and the use of generative AI in discovery workflows, attorneys must understand how traditional production requirements intersect with emerging technologies. The session will address evolving expectations for validating AI workflows, documenting quality-control measures, preserving metadata associated with AI-generated content, structuring effective Rule 502(d) claw-back protections, and responding to challenges concerning completeness, reliability, and transparency.
Attendees will leave with a practical framework for producing and defending ESI in the AI era while avoiding production-format mistakes, certification pitfalls, and sanctions exposure.
Nicole Marie GillNicholas BerenatoCaitlin L. OylerNicole Marie Gill is the chair and managing member of CODISCOVR, Cozen O’Connor’s eDiscovery and information governance business, and the first woman to lead the group. She partners with attorneys and clients across the firm to shape discovery management strategies fitted to each case, using advanced technologies and analytics to run complex, high-profile eDiscovery projects while working through domestic and foreign data and privacy protection laws.
Nicholas Berenato works with clients to address the legal and financial exposure created by their information assets through information governance and electronic discovery. He builds strategies and policies that let organizations manage data in ways that reduce cost while still supporting business processes, and he guides clients through the defensible disposition of information assets.
Caitlin L. Oyler concentrates her practice on information governance and electronic discovery in high-stakes commercial litigation, pharmaceutical patent litigation, antitrust matters, and internal and government investigations. With more than a decade of eDiscovery experience, she counsels clients on the preservation, collection, analysis, review, selection, production, and protection of electronically stored information, and she is sought out for litigation preparedness and for cost-effective, efficient, and defensible solutions.
Nicole Marie Gill is the chair and managing member of CODISCOVR, Cozen O’Connor’s eDiscovery and information governance business, and the first woman to lead the group. She partners with attorneys and clients across the firm to shape discovery management strategies fitted to each case, using advanced technologies and analytics to run complex, high-profile eDiscovery projects while working through domestic and foreign data and privacy protection laws.
Nicholas Berenato works with clients to address the legal and financial exposure created by their information assets through information governance and electronic discovery. He builds strategies and policies that let organizations manage data in ways that reduce cost while still supporting business processes, and he guides clients through the defensible disposition of information assets.
Caitlin L. Oyler concentrates her practice on information governance and electronic discovery in high-stakes commercial litigation, pharmaceutical patent litigation, antitrust matters, and internal and government investigations. With more than a decade of eDiscovery experience, she counsels clients on the preservation, collection, analysis, review, selection, production, and protection of electronically stored information, and she is sought out for litigation preparedness and for cost-effective, efficient, and defensible solutions.
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
