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.

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.

Webinar Tomorrow: How to Know if Your TAR Vendor Uses Continuous Active Learning

blog-5vendorsMany vendors these days claim that their technology-assisted review products use a protocol called Continuous Active Learning. But how can you, as an e-discovery professional, be certain about those claims?

The reason this matters is that CAL has  been scientifically proven to be superior to other forms of TAR. In a landmark, peer-reviewed study published last year, e-discovery pioneers Maura Grossman and Gordon Cormack demonstrated CAL’s superiority. Their research proved that CAL was far more effective at finding relevant documents (at a much lower cost) than the one-time training methods used by earlier, TAR 1.0 systems. Continue reading

It’s E-Discovery Day – Join Catalyst and Others in A Day of Free Webinars

WebinarsToday is the first-ever E-Discovery Day, celebrating e-discovery’s vital and growing role in the legal process. The day — which is also the day new e-discovery rules take effect in the federal courts — features a full slate of free videocast panels with some of the top professionals in the field addressing a range of cutting-edge topics.

Catalyst is among today’s presenters, with a program at 4 p.m. Eastern time, Using Advanced Analytics Techniques to Meet the Proportionality Requirements of the New Federal Rules. We’ll discuss how advanced analytics techniques such as timelines, visual analytics, faceted search and the latest technology assisted review protocols can help address proportionality requirements while saving on e-discovery costs in the bargain. Continue reading

Webinar Redux: Here’s the Recording of Our Program on TAR and Transparency


If you missed Catalyst’s recent webinar, Solving the Transparency Issues in Technology Assisted Review, here is your second chance. The video above is a recording of the full webinar.

What is the transparency issue? Well, if you happened to read U.S. Magistrate Judge Andrew Peck’s decision earlier this year in Rio Tinto v. Vale, you have an understanding of why transparency is a concern with regard to the use of TAR. Although TAR is now so widely accepted that it has become—as Judge Peck said—black letter law, there remains significant uncertainty over the degree of transparency and cooperation required with respect to the training sets used in TAR. Continue reading