Author Archives: Bob Ambrogi

Bob Ambrogi

About Bob Ambrogi

A lawyer and veteran legal journalist, Bob advises Catalyst on strategic communications and marketing matters. He is also a practicing lawyer in Massachusetts and is the former editor-in-chief of The National Law Journal, Lawyers USA and Massachusetts Lawyers Weekly. A fellow of the College of Law Practice Management, he also writes the blog LawSites.

Catalyst’s Chief Scientist Questions Validity of Patent Case Against kCura

Jeremey Pickens

Jeremey Pickens

A small company made big news in the e-discovery world last week when it filed a series of patent infringement lawsuits against kCura, developer of the Relativity search and review platform, and several of kCura’s partners, alleging violation of a patent for concept-based visual presentation of search results.

In addition to kCura, the plaintiff, Blackbird Technologies, has filed separate lawsuits against Innovative Discovery, UnitedLex Corporation, System One Holdings, Advanced Discovery, Xact Data Services, TransPerfect, LDiscoveryand EvD Inc. (now a subsidiary of Ubic.) The lawsuits were all filed June 7 in the U.S. District Court in Delaware. Continue reading

Introducing A New Weekly Feature on this Blog: Ask Catalyst

Ask_Catalyst_Twitter
Here at Catalyst, we get a lot of good questions about e-discovery technology. And we answer every question we get. Whether the question comes from a client, a webinar attendee, or anyone else, we make sure it gets answered.

And we have some really smart people who answer the questions. That’s not to brag, it’s just a statement of fact. We have one of the world’s leading information retrieval scientists. We have the lawyer who was lead e-discovery counsel in the first contested case to win approval for the use of technology assisted review. We have another former litigator who also started his own e-discovery software company. We have a staff brimming with highly experienced technology and litigation-support experts of all kinds. Continue reading

Perlman: ABA Future Commission Not Out to Regulate ‘Entire Legal Tech Industry’

ABA_Future_CommissionThe ABA’s Commission on the Future of Legal Services is not out to regulate the entire legal technology industry, its vice-chair Andrew Perlman told me today.

Perlman, the dean of Suffolk University Law School in Boston, was addressing concerns I raised in a post here yesterday about whether the commission is looking at regulating e-discovery companies and other companies that provide products and services to the legal industry. Continue reading

Is the ABA Looking to Regulate E-Discovery Companies?

blog_judge_robeA request for comments from the American Bar Association’s Commission on the Future of Legal Services is raising the question of whether the ABA will call for regulation of e-discovery companies.

In a March 31 issue paper, the commission says it is studying the role played by unregulated legal service providers (LSPs) in the delivery of legal services. The commission explains that it is “gathering data on the spectrum of services that these unregulated LSP entities provide to the public and eliciting feedback on whether the public would benefit if state judicial authorities develop new regulatory structures for these entities.” Continue reading

How to Organize Review Documents Using Dynamic Search Folders

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Litigators have long relied on folders to manage electronic case documents. Typically, we build and manage these folders manually. But Catalyst Insight’s Search Folders feature lets users build folders that organize documents dynamically based on field data, full-text searches or both.

The Dynamic Search Folders feature is a powerful tool for early case assessment, review or even production. In this short video, Catalyst’s founder and CEO John Tredennick demonstrates how it works.

As E-Discovery Goes Global, Cultural Sensitivity is Key

Abstract_GlobeIn a recent post here, we noted that Britain’s High Court of Justice had approved the use of technology assisted review, becoming the first case to do so in the United Kingdom and only the second case outside the U.S. to approve TAR.

These two non-U.S. decisions approving TAR are significant in and of themselves. But they are also notable for another reason. They show that “e-discovery isn’t just for Americans anymore,” as my friend and former colleague David Horrigan tells Legaltech News in an article published this week. Continue reading

Does a Search-Term Stipulation Require Production of All Matching Documents? Court Ruling Offers Guidance

Litigants in federal court are expected to cooperate with each other in developing a discovery plan. As part of such a plan, it is increasingly common for parties to stipulate to the search terms they will use to search their electronically stored information for documents that are relevant to the dispute. But to what extent does a search stipulation create an obligation to produce the documents that contain matching terms? Does the stipulation create a de facto requirement to produce all matching documents?

That was the argument made by the plaintiffs in a motion to compel recently decided in the U.S. District Court in Connecticut. The parties had agreed to a list of search terms to be used by the defendant in its search of emails from 23 custodians. When defendant ran the search, it returned 38,000 matching documents. Continue reading

In First for UK, High Court Master Approves Use of TAR

Taking his lead from the seminal U.S. case, Da Silva Moore v. Publicis Groupe, a master of Britain’s High Court of Justice has approved the use of technology assisted review, becoming the first case to do so in the United Kingdom and only the second case outside the U.S. to approve TAR.

In a written decision issued Feb. 16, 2016, in the case Pyrrho Investments Ltd. v. MWB Property Ltd., Master Matthews, who is similar in responsibility to a magistrate judge in the U.S. federal court system – provided his reasons for his approval of the parties’ request to use TAR in a case involving some 3.1 million electronic documents. Continue reading

‘Digital Detectives’ Podcast Interviews John Tredennick on TAR for Smart People


In the latest episode of the podcast Digital Detectives, hosts Sharon Nelson and John Simek interview Catalyst founder and CEO John Tredennick about technology assisted review (TAR). They discuss exactly what TAR includes and the specific ways it has helped companies reduce discovery costs. They also talk about his recent book, TAR for Smart People.

Listen to the full show by clicking on the link above or by visiting the Legal Talk Network.