April 29thApril 30thMay 1st

8:00am – 12:00pm: Registration

Skip the crowds and register early for the show. 

6:00pm – 9:00pm: Welcome Reception

Located in the Great Hall

Welcome to the Cruise Experience during Ipro Tech Show. First stop – the Captain’s Toast. Join us for an evening of cocktails, appetizers, and fun. Try your luck at our very own onboard casino, and hear from Ipro’s CEO and Executive Team. It’s bound to be a great event to kick off the show.

April 30th

6:00am – 6:45am Yoga on the Lido Deck (Great Hall Patio)

Start your morning off right. Join our Spa Director on the Lido deck and downward dog your way to an energizing day. The weather here is worthy of a sun salutation or two. Yoga mats will be provided.

6:00am – 8:00am Breakfast (All Access Pass Holders) & Registration

8:00am – 8:30am General Session: Welcome to the Ipro Tech Show

Hear from the CEO of Ipro Tech, Dean Brown, as he welcomes you to our show. We have so much to share regarding products, the direction Ipro is headed, the latest industry trends affecting all of us, and his vision for the future of Ipro. It’s going to be an informative and engaging event. We’ll see you there.

8:30am – 9:00am AI Panel Featuring:
Kinny Chan, Precision Discovery LLC
Stephen Goldstein, Squire Patton Boggs LLP
Bill Kellermann, Hanson Bridgett LLP

Ipro presents a group of industry experts discussing Artificial Intelligence and its impacts and benefits in eDiscovery.

9:00am – 10:00am Keynote Speaker: Kevin Surace

Kevin Surace is a Silicon Valley innovator, serial entrepreneur, and CEO. Kevin has been featured by Businessweek, Time,Fortune, Forbes, CNN, ABC, MSNBC, FOX News, and has keynoted hundreds of events, from INC5000 to TED to the US Congress. He was INC Magazines’ Entrepreneur of the Year, a CNBC top Innovator of the Decade, World Economic Forum Tech Pioneer, Chair of Silicon Valley Forum, Planet Forward Innovator of the Year nominee, featured for 5 years on TechTV’s Silicon Spin, and inducted into RIT’s Innovation Hall of Fame. Kevin’s most requested talks include Robots, AI and Automation…How it will impact your job and your life, The Future is Now and Here is What You Need To Know!

10:00am – 10:30am Refreshment Break

Morning Sessions

10:30 am
11:00 am
11:30 am
12:00 pm
12:30 pm
Industry
Industry
TSC: Legal Holds for Collections and Preservation
10:30 am - 11:20 am

Salt River 6

It’s been almost 15 years since Judge Shira Scheindlin announced in Zubulake v. UBS Warburg that whenever an organization reasonably anticipates litigation, it has a duty to undertake reasonable and good faith actions to preserve potentially discoverable information. Since then, courts across the United States have affirmed the broad scope of this duty and cautioned that reasonable anticipation can occur long before suit is filed or a subpoena is served. As a result, a new industry evolved to go beyond managing legal holds themselves to providing a platform for investigations, collection, processing, search, culling and preservation.

The Sedona Conference recently released the Second Edition of its Guidelines for Legal Holds for public comment. Our speakers, the drafting team leaders on the project, will speak about the Guidelines and the following topics:

•A primer on legal hold law and the impact of the 2015 amendments to the Federal Rules
•Determining the scope of the duty to preserve: recent court interpretations
•The “reasonableness” standard in implementing preservation
•The responsibilities of outside counsel in implementing preservation
•Consequences for failing to meet legal hold obligations

TSC: GDPR, CCPA and More: Round-up of State, Federal and International Privacy Rules
11:30 am - 12:20 pm

Salt River 6

GDPR, CCPA and More – Round-up of State, Federal, and International Privacy Rules First came GDPR, with its new rules for EU data. Next came the California Consumer Privacy Act, the first to impose GDPR-like rules in the U.S. Other states and perhaps even the federal government are not far behind.
This program will discuss how the new privacy laws change the way e-discovery is done in the year 2020. Security rules have become more stringent, clients are now responsible for vendor errors and you will have to control how your subcontractors do business.

•Understanding the long arm of the GDPR and how it affects e-discovery
•Preparing for the California Consumer Privacy Act, even if you don’t do business in California
•A rundown of new privacy efforts by state and local governments
•How to do e-discovery business in this era of individual privacy

The program will help you prepare for, and adjust to, the rapidly evolving privacy and data security environment that we all face today and, more importantly, will face tomorrow.

Technology
Technology
It Shore Beats Working: Configure Elastic Stack to Get the Most out of Ipro Reporting
10:30 am - 11:20 am

Salt River 7

This session is beneficial if you currently use ADD, eCapture or Eclipse.

One of the newest features in Ipro allows you to review system logs from a central location.  Join us as we show you how to configure this new feature so you can capitalize on this time saving ability!

Case Story: The Making of a Case
11:30 am - 12:20 pm

Salt River 7

This session is beneficial if you currently use Eclipse SE or TrialDirector 360.

Ipro's release of Case Story this year has made it easier than ever for you to create and organize your case stories while preparing for trial.

Ipro (Cloud|On-Prem)
Formerly ADD
Ipro (Cloud|On-Prem)
Formerly ADD
Setting Sail with Ipro
10:30 am - 12:15 pm

Quail D-E

This session is beneficial if you currently use ADD, eCapture, or Eclipse.

Ipro's solution has had numerous updates since our last show.  Walk through all of the changes in our recent releases and what this means for your existing workflows.  As a result of these releases, learn new workflows that increase usability and efficiency.

Ipro (Desktop)
Formerly CaseDirector 360
Ipro (Desktop)
Formerly CaseDirector 360
All Aboard with Ipro's Solution on Desktop
10:30 am - 12:15 pm

Red Bird J-K

This session will be beneficial if you currently use or are interested in Eclipse SE or TrialDirector 360.

End to End eDiscovery from your Desktop:  Join us as we present the Desktop solution including the most cutting edge features found in an in-house review platform, how you will prepare for the next phase after productions are complete, and effortlessly moving your documents from Review to Trial.  

TrialDirector 360
TrialDirector 360
Pulling up Anchor: Review Strategies to Prepare for Trial
10:30 am - 12:15 pm

Dove H-I

By starting your preparation for trial during the review phase, you can eliminate the last minute rush that has always been seen as inevitable with trial.  Join us in this session to discover how you can utilize Ipro Desktop to keep your existing work product created during Review with you throughout the life of the case.

12:30pm – 1:30pm Lunch in the Fire Garden (All Access Pass Holders)

Afternoon Sessions

1:30 pm
2:00 pm
2:30 pm
3:00 pm
3:30 pm
4:00 pm
4:30 pm
5:00 pm
5:30 pm
Industry
Industry
TSC: Social Media and Mobile Devices - Preservation, Processing, and Producing Obligations
1:30 pm - 2:20 pm

Salt River 6

Email, word processing documents, spreadsheets, databases – these have been the staples of eDiscovery for years, but they are quickly being overshadowed by other forms of ESI:

•Social media discovery is now standard in almost all civil litigation
•Text messaging is more prevalent than email in today’s business environment
•Third-party apps are replacing the applications and data that used to be behind the firewall

These developments present new logistical challenges for the preservation, processing, and production of ESI. In this session, members of The Sedona Conference Working Group Series will discuss:

•Recently-published guidance on social media discovery
•Updated guidance on BYOD discovery and governance
•Amendments to the Federal Rules of Evidence designed to facilitate the admission of ESI as evidence – and their impact on the way ESI should be preserved and collected
•Information Governance decisions being made today that may impact the scope and method of social media, text, and third-party app data preservation and collection tomorrow

Knowledge of how to integrate these sources of ESI into an overall discovery plan is an essential part of technical competence today and will increase in importance in the future.

 Technology: The Cutting Edge and Where We're Headed
2:30 pm - 3:15 pm

Salt River 6

Bill Dimm, Founder and CEO, Hot Neuron LLC

This session will describe the current cutting edge of technology and ponder the future. What is Artificial Intelligence? When will bots become as smart as humans? What are the ethical issues? Will you be able to trust anything you see when AI can manufacture a convincing fake? How will our lives and the law change in response?

Old Data Seeks Good Home - Migrating Review Data
3:30 pm - 4:20 pm

Salt River 6

Brad Smith, Litigation Technology Support Specialist, Haynsworth Sinkler & Boyd
Matthew Peck, Project Manager, Union Pacific Railroad

Migrating from a review tool due to end-of-life? Archiving matters to that may be restored to a different tool? Need to reevaluate how a repository is being stored? Join us for a non-tool specific discussion of the considerations around archiving and restoration of matters. This will include evaluating matters, documenting processes and decisions, and setting expectations with your legal teams.

Unlocking Discovery Through a Data-Driven Culture
4:30 pm - 5:20 pm

Salt River 6

Kate Mortensen, Chief Legal Officer, Xact Data Discovery
Drew Stern, Managing Director and VP, Esquify

“Big Data.” We hear about it all the time in other industries and the value it drives to the companies that use it successfully. So, how can we, the legal/eDiscovery community, leverage the power of data to drive insight and value while fostering data-driven cultures?
In this session, we walk through the benefits, opportunities and methods for deploying a “Big Data” approach and the ways to promote a data-driven culture.

TSC: Legal Holds for Collections and Preservation
10:30 am - 11:20 am

Salt River 6

It’s been almost 15 years since Judge Shira Scheindlin announced in Zubulake v. UBS Warburg that whenever an organization reasonably anticipates litigation, it has a duty to undertake reasonable and good faith actions to preserve potentially discoverable information. Since then, courts across the United States have affirmed the broad scope of this duty and cautioned that reasonable anticipation can occur long before suit is filed or a subpoena is served. As a result, a new industry evolved to go beyond managing legal holds themselves to providing a platform for investigations, collection, processing, search, culling and preservation.

The Sedona Conference recently released the Second Edition of its Guidelines for Legal Holds for public comment. Our speakers, the drafting team leaders on the project, will speak about the Guidelines and the following topics:

•A primer on legal hold law and the impact of the 2015 amendments to the Federal Rules
•Determining the scope of the duty to preserve: recent court interpretations
•The “reasonableness” standard in implementing preservation
•The responsibilities of outside counsel in implementing preservation
•Consequences for failing to meet legal hold obligations

TSC: GDPR, CCPA and More: Round-up of State Federal and International Privacy Rules
11:30 am - 12:20 pm

Salt River 6

GDPR, CCPA and More – Round-up of State, Federal, and International Privacy Rules First came GDPR, with its new rules for EU data. Next came the California Consumer Privacy Act, the first to impose GDPR-like rules in the U.S. Other states and perhaps even the federal government are not far behind.
This program will discuss the new privacy laws change the way e-discovery is done in the 2020. Security rules have become more stringent, clients are now responsible for vendor errors and you will have to control how your subcontractors do business.

•Understanding the long arm of the GDPR and how it affects e-discovery
•Preparing for the California Consumer Privacy Act, even if you don’t do business in California
•A rundown of new privacy efforts by state and local governments
•How to do e-discovery business in this era of individual privacy

The program will help you prepare for, and adjust to, the rapidly evolving privacy and data security environment that we all face today and, more importantly, will face tomorrow.

Refreshment Break - Sponsored by GeorgeJon

Refreshment Break - Sponsored GeorgeJon

Technology
Technology
Expanding Your Desktop Capabilities:  Adding New Components to Your Desktop Toolkit
1:30 pm - 2:20 pm

Salt River 7

This session is beneficial if you currently use Eclipse SE or TrialDirector 360.

Ipro Desktop isn't just about Review and Trial. It has a wide variety of helpful modules that can assist you in many different stages of the EDRM process.  Join us for an overview of what other modules you can utilize to expand your capabilities.

Presenting Your Case with TrialDirector 360
2:30 pm - 3:15 pm

Salt River 7

Welcome to TrialDirector 360 – the most flexible and widely-used trial presentation technology available. Join us as we show you how to streamline your entire trial preparation and trial presentation process with one simple tool. You can easily organize, annotate and customize your exhibits, present virtually any type of document or media, and create deposition clips in a snap. 

Work like a Captain, Party like a Pirate: Ipro Analytics
3:30 pm - 4:20 pm

Salt River 7

This session is beneficial if you currently use ADD or Eclipse.

Learn where we are going with Ipro Analytics in this roundtable discussion.  Our Analytics development team will be available to answer questions as well as lend their advice on best practices and usage of our analytics tool.

Seas the Day: Our Top 5 Cloud Features You Might Not Know
4:30 pm - 5:20 pm

Salt River 7

This session is beneficial if you currently use ADD, eCapture or Eclipse.

Join our experts as we walk through 5 of our favorite Cloud features.  These features are sometimes overlooked and underappreciated but can be some of your most useful tools!  Explore our favorites as well as have an open discussion and share your own experiences about your own key features that enhance your current workflows.

It Shore Beats Working: Configure Elastik Stack to Get the Most out of Cloud Reporting
10:30 am - 11:20 am

Salt River 7

One of the newest features in Ipro's eDiscovery Cloud allows you to review logs from a central location. Join us as we show you how to configure this new feature so you can capitalize on this time saving ability!

Case Story: The Making of a Case
11:30 am - 12:20 pm

Salt River 7

It has never been easier to organize your case facts, witnesses, evidence and citations! Ipro's release of Case Story this year has made it easier than ever for clients to create and organize their case stories while preparing for trial.

Ipro (Cloud|On-Prem)
Formerly ADD
Ipro (Cloud|On-Prem)
Formerly ADD
Discovery at Sea: Complex Searching in Ipro
1:30 pm - 3:15 pm

Quail D-E

This session is beneficial if you currently use Eclipse.

Can you find that "needle" in the sea of thousands of documents? Do you know the best way to combine the search features to isolate your core data set easily? Join our experienced consultants as they walk you through best practice search strategies that will enable you to utilize multiple different workflows and their associated complex searching techniques.

Do You Scuba? Diving into Ipro Imaging
3:30 pm - 5:15 pm

Quail D-E

This session is beneficial if you currently use ADD, eCapture, or Eclipse.

Imaging is a crucial part of the review and production process - and a topic that many clients have a multitude of questions about.  Join our experts as we go over all the imaging options, placeholdering, and page level thresholds that you have at your disposal to customize your imaging job.  Also, learn essential steps in QC that will save you time and frustration!

Workshop: Taking Flight with Ipro’s Solution – Cloud or On-Prem
10:30 am - 12:20 pm

Ipro eDiscovery Cloud has had a wealth of updates since our last Ipro Tech Show. Walk through all of the changes in our recent releases and what these mean for your existing workflows. Also, learn new workflows that are now available to you as a result of these releases thereby increasing its usability and efficiency even more than before! Location room Quail D-E

Ipro (Desktop)
Formerly CaseDirector 360
Ipro (Desktop)
Formerly CaseDirector 360
Inside the Ship: A Look at Complex Search Techniques
1:30 pm - 3:15 pm

Red Bird J-K

This session will be beneficial if you currently own or are interested in Eclipse SE, TrialDirector 360.

Understanding what is available to you on your cruise ship and how to find it is key for a stress-free trip. Join this scenario-based session to discuss advanced searching techniques in Review with Ipro on Desktop.

On Cruise Control with Ipro Desktop: Making It Easy on Your Review Team
3:30 pm - 5:15 pm

Red Bird J-K

This session will be beneficial if you currently own or are interested in Eclipse SE or TrialDirector.

Document review is one of the most expensive pieces of the discovery process. How can you make it easier on your reviewers and less expensive on your clients? Our experts will give you example workflows covering layouts, rules, batch creation and much more that will help you reduce costs associated with this phase of discovery.

All Aboard with Ipro's Solution on Desktop
10:30 am - 12:20 pm

Red Bird j-K

End to End eDiscovery from your Desktop: Join us as we present the Desktop solution including the most cutting edge features found in an in-house review platform, how you will prepare for the next phase after productions are complete, and effortlessly moving your documents from Review to Trial. Also take time to walk through our newest release of Case Story, the essential tool for case teams who need to assemble their facts, exhibits, witnesses and more.

All Aboard with Ipro's Solution on Desktop
10:30 am - 11:50 am

Red Bird J-K

This session will be beneficial if you currently own or are interested in Eclipse SE, TrialDirector.

End to End eDiscovery from your Desktop: Join us as we present the Desktop solution including the most cutting edge features found in an in-house review platform, how you will prepare for the next phase after productions are complete, and effortlessly moving your documents from Review to Trial. Also take time to walk through our newest release of Case Story - the essential tool for case teams who need to assemble their facts, exhibits, witnesses and more.

TrialDirector 360
TrialDirector 360
Before the Bench: Getting Your Evidence Ready for the Courtroom
1:30 pm - 3:15 pm

Dove H-I

Trial is often highly stressful and fast paced.  Preparing your exhibits, pre-treating documents and creating as much as you can ahead is essential for a successful presentation in the courtroom.  Our experts will show you how to utilize TrialDirector 360's document prep and organization tools to ensure you are ready for the courtroom.

Endless Horizons: Tips on How to Prepare Your Depositions
3:30 pm - 5:15 pm

Dove H-I

What was once the most time intensive part of the trial preparation process has been made easier with TrialDirector 360's transcript and clip creation tools.  This session will have hands-on activities to give you first hand experience with importing depositions, creating clips and exporting essential work product and reports.

Workshop: The Future Is Now – Review Strategies to Prepare for Trial
10:30 am - 12:20 pm

By starting your preparation for trial during the Review phase, you can eliminate the last minute rush that has always been seen as inevitable with trial. Join us in this session to discover how you can utilize Ipro eDiscovery for Desktop to keep your existing work product created during Review, with you throughout the life of the case. Location room Dove H-I

Afternoon Sessions

6:00pm – 9:00pm Cruise Experience – Networking Dinner (All Access Pass Holders)
Our Tuesday night Cruise Experience kicks off with dinner and cocktails. After that, guests can get their groove on with the DJ, blow off steam in the Game area, or just mingle and enjoy the warm Arizona evening. But be sure to save room for the Dessert Buffet. It wouldn’t be a cruise without one!

May 1st

6:00am – 6:45am Yoga on the Lido Deck (Great Hall Patio)

Kick off the last day of the conference with a fierce warrior pose on the Lido deck and get your mind and body ready for more great sessions. Yoga mats will be provided.

6:00am – 8:00am Breakfast (All Access Pass Holders) & Registration

Morning Sessions

8:00 am
8:30 am
9:00 am
9:30 am
10:00 am
10:30 am
11:00 am
11:30 am
12:00 pm
Industry
Industry
Alternative Uses to TAR - It's Not Just for Review Anymore
8:00 am - 8:50 am

Salt River 6

David Li, Linguistics, Analytics & Data Scientist, Prosearch Strategies Inc.

This session highlights novel applications of different eDiscovery tools to manage and understand your data. The presentation describes a project in which we turned these tools inward to gain insight into our own operations.

TAR Call to Arms: 5 Most Common Mistakes Made When Using TAR
10:00 am - 10:50 am

Salt River 6

David Li, Linguistics, Analytics & Data Scientist, Prosearch Strategies Inc.

What are some of the things you wish you knew before starting a new TAR project? This session will focus on the common mistakes in TAR implementation and ways to avoid them. We will be discussing topics such as improving reviewer consistency and the challenges posed by low-prevalence scenarios.

Using eDiscovery Tools for Incident Response & Data Breaches
11:00 am - 11:50 am

Salt River 6

Guest speaker Kriss Wasserman, D4 LLC

Session details coming soon...

Mutiny: Leverage eDiscovery Tools for Information Governance and Win BIG!
11:00 am - 11:50 am

Salt River 6

Peter Sternkopf, President & CEO, Vigilant Systems
Patrick Butts, Director of Legal Operations and Information Governance, Hilltop Securities

This session is designed to illustrate how to align, leverage, and expand on your eDiscovery tools investments with corporate policies, process and procedures, and technologies to achieve savings for both eDiscovery and Information Governance practices. No more ‘throwing company information assets over the wall’ to third-parties, regulatory bodies, classic outside service providers, outside counsel or opposing counsel.

Technology
Technology
Life Preservers: Comprehensive Trial Preparation
8:00 am - 8:50 am

Salt River 7

Preparing for trial is not just about the exhibits and the presentation software.  A large amount of trial preparation is dedicated to ensuring you have the materials needed in the war room, technology needed on your laptop(s), a visuals and demonstratives plan, and much more.  Talk with our experienced Trial Techs on their experiences and best practices to ensure you are prepared for trial before you enter the court room.

Skeptics No More: Building Your Legal Team's Confidence in Using Analytics
9:00 am - 9:45 am

Salt River 7

This session is beneficial if you currently use ADD or Eclipse.

Are you having trouble getting your legal team to get onboard with Analytics?  This session will focus on useful workflows and strategies to get your case teams comfortable using different pieces of analytics with confidence.

Harbormaster: Managing a Busy Port
10:00 am - 10:50 am

Salt River 7

This session is beneficial if you currently use ADD, eCapture, or Eclipse.

It's easy to get lost in the excitement of embarking on a cruise, but let's not forget there are other ships in the water. A Harbormaster oversees various matters to ensure safe operation in the harbor, including providing and maintaining navigational aids. Join our session and experience the journey your data takes when it departs from Processing and docks in Review.

Whatever Floats Your Boat: Desktop or Cloud
11:00 am - 11:50 am

Salt River 7

This session is beneficial if you currently use Eclipse, eCapture, ADD, Eclipse SE, TrialDirector 360.

Should I use Desktop or Cloud? This is a common question we get from many of our clients. Join us as this session walks you through examples and use case scenarios to help identify the differences between the two products and ensure you have the right tool for the right job.

Ipro (Cloud|On-Prem)
Formerly ADD
Ipro (Cloud|On-Prem)
Formerly ADD
Get the Scoop: Developing Your Custom Reports
8:00 am - 9:45 am

Quail D-E

This session is beneficial if you currently use ADD, eCapture, Eclipse.

Can't find the report you need? Ipro Reporting allows you to create your own custom report with the information that is most important to you. Talk with our experts and walk through this SQL based process that allows you to pull just the data you need for your case teams.

TAR Versus Keyword Challenge
10:00 am - 11:45 am

Quail D-E

This session is beneficial if you currently use ADD, Eclipse.

This presentation will help you better understand and become comfortable with Technology-Assisted Review (TAR) by viewing it as keyword search on steroids. After explaining how to measure performance of different approaches fairly, there will be an interactive exercise where the audience will attempt to construct keyword searches that perform better than TAR. We will examine a keyword search that is equivalent to the TAR result, and explain why it is so hard for humans to create a better query. Various TAR workflows will be shown to be equivalent to sensible strategies for systematically building a keyword search query. Finally, we will discuss some of the ways in which TAR can go beyond what is possible with a simple keyword search.

Ipro (Desktop)
Formerly CaseDirector 360
Ipro (Desktop)
Formerly CaseDirector 360
Lost at Sea: Simplifying Complex Productions in Ipro's Desktop Solution
8:00 am - 9:45 am

Red Bird J-K

This session will be beneficial if you currently own or are interested in Eclipse SE or TrialDirector.

Production times are stressful, but it doesn't have to be complicated. Join our expert consultants as they walk you through best practice workflows that can make productions simple for you and your case team no matter what format is required.

DATs, LFPs and OPTs - Oh My! Understanding Industry Load Files
10:00 am - 11:45 am

Red Bird J-K

Manipulating data load files are a core part of our industry, but do you know what it takes to get them just right? Join our experts as we walk through some of the most common load file formats and modifications you can make that will help you get your data in faster and easier!

TrialDirector 360
TrialDirector 360
Making Your Case with Case Story
8:00 am - 9:45 am

Dove H-I

Bridging the gap between Review and Trial, Case Story now gives legal teams an area to assemble their facts, evidence, key players and transcripts into organized binders. This session will focus on creation of those binders and work product that will help you in your case preparation as well as set you up for the next phase.

Judge and Jury Ready: Everything You Need to Know About Presentation in TrialDirector 360
10:00 am - 11:45 am

Dove H-I

It's the day of trial, are you fully equipped with all the tools and tips of the Presentation screen in TrialDirector 360?  Join us for our session that will cover presentation preferences, layouts, tools and different presentation methods you can utilize in TrialDirector 360.

12:00pm – 1:00pm Lunch in the Fire Garden (All Access Pass Holders)

Afternoon Sessions

1:00 pm
1:30 pm
2:00 pm
2:30 pm
3:00 pm
Industry
Industry
Using eDiscovery Tools for Incident Response & Data Breaches
1:00 pm - 1:50 pm

Salt River 6

Kris Wasserman, D4 LLC

Session details coming soon...

Wounds to Wisdom:  Lessons Learned
2:00 pm - 2:50 pm

Salt River 6

Talk to experts as they share their experiences and lessons learned along the way when dealing with eDiscovery cases.  This valuable advice will help you prepare for your own future needs and give you insight into how to properly prepare for the unknowns.

TSC: Legal Holds for Collections and Preservation
10:30 am - 11:20 am

Salt River 6

It’s been almost 15 years since Judge Shira Scheindlin announced in Zubulake v. UBS Warburg that whenever an organization reasonably anticipates litigation, it has a duty to undertake reasonable and good faith actions to preserve potentially discoverable information. Since then, courts across the United States have affirmed the broad scope of this duty and cautioned that reasonable anticipation can occur long before suit is filed or a subpoena is served. As a result, a new industry evolved to go beyond managing legal holds themselves to providing a platform for investigations, collection, processing, search, culling and preservation.

The Sedona Conference recently released the Second Edition of its Guidelines for Legal Holds for public comment. Our speakers, the drafting team leaders on the project, will speak about the Guidelines and the following topics:

•A primer on legal hold law and the impact of the 2015 amendments to the Federal Rules
•Determining the scope of the duty to preserve: recent court interpretations
•The “reasonableness” standard in implementing preservation
•The responsibilities of outside counsel in implementing preservation
•Consequences for failing to meet legal hold obligations

TSC: GDPR, CCPA and More: Round-up of State Federal and International Privacy Rules
11:30 am - 12:20 pm

Salt River 6

GDPR, CCPA and More – Round-up of State, Federal, and International Privacy Rules First came GDPR, with its new rules for EU data. Next came the California Consumer Privacy Act, the first to impose GDPR-like rules in the U.S. Other states and perhaps even the federal government are not far behind.
This program will discuss the new privacy laws change the way e-discovery is done in the 2020. Security rules have become more stringent, clients are now responsible for vendor errors and you will have to control how your subcontractors do business.

•Understanding the long arm of the GDPR and how it affects e-discovery
•Preparing for the California Consumer Privacy Act, even if you don’t do business in California
•A rundown of new privacy efforts by state and local governments
•How to do e-discovery business in this era of individual privacy

The program will help you prepare for, and adjust to, the rapidly evolving privacy and data security environment that we all face today and, more importantly, will face tomorrow.

Technology
Technology
Life of a GB
1:00 pm - 1:50 pm

Salt River 7

This session is beneficial if you currently use ADD.

Ever wondered what happens to a document as it travels through the EDRM process? This session will focus on the many factors that come into play as data flows through the application, including where it is stored, and where it is going next.

Prepare for Smooth Sailing: Complying with Government Requests
2:00 pm - 2:50 pm

Salt River 7

This session is beneficial if you currently use ADD or Eclipse.

Don't stress about that subpoena or government request! Our tools can help you provide the multitude of government agencies with the formats and documentation they have requested.

It Shore Beats Working: Configure Elastik Stack to Get the Most out of Cloud Reporting
10:30 am - 11:20 am

Salt River 7

One of the newest features in Ipro's eDiscovery Cloud allows you to review logs from a central location. Join us as we show you how to configure this new feature so you can capitalize on this time saving ability!

Case Story: The Making of a Case
11:30 am - 12:20 pm

Salt River 7

It has never been easier to organize your case facts, witnesses, evidence and citations! Ipro's release of Case Story this year has made it easier than ever for clients to create and organize their case stories while preparing for trial.

Ipro (Cloud|On-Prem)
Formerly ADD
Ipro (Cloud|On-Prem)
Formerly ADD
Discovery at Sea: Complex Searching in Ipro's Cloud Solution
1:00 pm - 2:45 pm

Quail D-E

This session is beneficial if you currently use Eclipse.

Can you find that ""needle"" in the sea of thousands of documents? Do you know the best way to combine the search features to isolate your core data set easily? Join our experienced consultants as they walk you through best practice search strategies that will enable you to utilize multiple different workflows and their associated complex searching techniques.

Cruise, Eat, Sleep, Repeat: Best practices on set-up and customizing your case for success
1:00 pm - 2:45 pm

Quail D-E

This session is beneficial if you currently use ADD, eCapture or Eclipse. Permission granted! Come aboard for a group discussion to share template best practices and navigate permissions.

Workshop: Taking Flight with Ipro’s Solution – Cloud or On-Prem
10:30 am - 12:20 pm

Ipro eDiscovery Cloud has had a wealth of updates since our last Ipro Tech Show. Walk through all of the changes in our recent releases and what these mean for your existing workflows. Also, learn new workflows that are now available to you as a result of these releases thereby increasing its usability and efficiency even more than before! Location room Quail D-E

Ipro (Desktop)
Formerly CaseDirector 360
Ipro (Desktop)
Formerly CaseDirector 360
Open Lab
1:00 pm - 2:45 pm

Red Bird J-k

Open Lab for Cloud|On-Prem, Desktop, and TrialDirector 360

Did you miss a session?  Would you like to have extra hands-on time within the software?  Do you have questions for our experts regarding features or best practices?  Join us in our Open Lab where we can answer all of your questions and more!

All Aboard with Ipro's Solution on Desktop
10:30 am - 12:20 pm

Red Bird j-K

End to End eDiscovery from your Desktop: Join us as we present the Desktop solution including the most cutting edge features found in an in-house review platform, how you will prepare for the next phase after productions are complete, and effortlessly moving your documents from Review to Trial. Also take time to walk through our newest release of Case Story, the essential tool for case teams who need to assemble their facts, exhibits, witnesses and more.

All Aboard with Ipro's Solution on Desktop
10:30 am - 11:50 am

Red Bird J-K

This session will be beneficial if you currently own or are interested in Eclipse SE, TrialDirector.

End to End eDiscovery from your Desktop: Join us as we present the Desktop solution including the most cutting edge features found in an in-house review platform, how you will prepare for the next phase after productions are complete, and effortlessly moving your documents from Review to Trial. Also take time to walk through our newest release of Case Story - the essential tool for case teams who need to assemble their facts, exhibits, witnesses and more.

TrialDirector 360
TrialDirector 360
Keeping Your Cool in the Hot Seat
1:00 pm - 2:45 pm

Dove H-I

Are you new to the hotseat?  Want some hands-on experience before actually entering a courtroom?  In this Hot Seat 101 session, we will walk through mock trial scenarios that allow you to get your hands dirty, hear first hand experience from seasoned trial techs and try out the hot seat for yourself like you never have before.

Workshop: The Future Is Now – Review Strategies to Prepare for Trial
10:30 am - 12:20 pm

By starting your preparation for trial during the Review phase, you can eliminate the last minute rush that has always been seen as inevitable with trial. Join us in this session to discover how you can utilize Ipro eDiscovery for Desktop to keep your existing work product created during Review, with you throughout the life of the case. Location room Dove H-I

3:00 pm – 4:00 pm: Closing Remarks Happy Hour

Fire Garden

We’ll finish out the show and hear from Ipro’s Executive Team with cocktails.