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.

Companies’ Use of TAR Grows, Reports New Survey of Litigation Trends

Litigation_Trends_Survey_TCNot only are more companies using technology assisted review, but they are using it in a much broader range of matters, concludes the 12th annual Litigation Trends Survey by the law firm Norton Rose Fulbright.

The proportion of respondents using TAR increased from 57 percent in 2015 to 60 percent this year, the survey finds. In the U.S., two-thirds of all companies use TAR, whereas 46 percent of UK companies use it.

More significantly, of the companies that are using TAR, they are using it for more of their matters, with 29 percent using it in half or more of their matters. Continue reading

Ask Catalyst: What Is Catalyst’s Student Search & ECA Practicum?

Twitter_Ask_Catalyst_Bob_AmbrogiWith law students having recently returned to classrooms throughout the U.S., we thought we’d do something a bit different with our weekly Ask Catalyst feature. We’re interviewing Patty Daly, Catalyst’s managing director of training, about Catalyst’s Student Search & ECA Practicum, a first-of-its-kind e-discovery learning program that gives law students hands-on experience using an e-discovery application. Bob Ambrogi, Catalyst’s director of communications, conducts the interview. Continue reading

Data Analytics and the Changing Face of Corporate Compliance

DataEscalating enforcement of anti-corruption laws around the world is driving chief compliance and risk officers to find smarter and more effective ways to monitor compliance programs, and a key way they are doing that is through data analytics, reports Jaclyn Jaeger at Compliance Week (subscription required but free trial available).

But because most compliance departments do not have bottomless budgets, “the wise ones are piggy-backing off technology their companies already employ — like technology-assisted review,” Jaeger writes.

She quotes Mark Noel, managing director of professional services at Catalyst: “People are learning that the same techniques that we use with e-discovery translate and apply to compliance searches.” Continue reading

In Affirming Use of TAR, Tax Court Takes Down ‘Two Myths’ of Review

TC_CourtTwo years ago, U.S. Tax Court Judge Ronald L. Buch broke new ground when he became the first judge to formally sanction the use of technology assisted review in the Tax Court. In Dynamo Holdings Limited Partnership v. Commissioner of Internal Revenue, Judge Buch said that TAR “is an expedited and efficient form of computer-assisted review that allows parties in litigation to avoid the time and costs associated with the traditional, manual review of large volumes of documents.”

After receiving Judge Buch’s permission, the petitioners went on to use a TAR process and to use the results of that process to respond to the IRS commissioner’s discovery requests. Earlier this year, believing the response to be incomplete, the commissioner served a new set of discovery requests. When petitioners objected, the commissioner filed a motion to compel, thus bringing the TAR issue before Judge Buch a second time. Continue reading

Ask Catalyst: If We Are Halfway Through Review, Can We Still Use TAR?

[Editor’s note: This is another post in our “Ask Catalyst” series, in which we answer your questions about e-discovery search and review. To learn more and submit your own question, go here.]

We received this question:

We are halfway through a document review. It is taking us longer than we anticipated and we are running short on time. We are considering using technology assisted review to help expedite the remainder of the project. Our question is whether it would make sense to start using TAR at this stage.

Today’s question is answered by Bob Ambrogi, director of communications. Continue reading

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