The panel addressed best practices for a strategic approach throughout the discovery lifecycle: from the outset of a dispute, through the meet and confer process, and culminating in document production and litigation. Topics included preservation obligations, early case assessment, data collection, and practical approaches to managing discovery in complex matters. The discussion also covered ways to handle disputes effectively and reduce the risk of sanctions.
The program concluded with a forward-looking discussion on the future of eDiscovery. Generative AI was a central topic, particularly its role in document review. Joe noted that while tools continue to evolve, the standards for validating productions remain consistent.
“We already have a tried, true, and tested method of validating a production set against a review boundary,” he said. “The final analysis of the set (precision,/recall/F-score) does not really change, whether that set was created by linear review, TAR, or a genAI review tool.”
The seminar was co-moderated by Richard Herrmann, a retired Morris James partner and longtime leader in eDiscovery education, and I. Connor Bifferato. Joe’s participation reflects the firm’s continued engagement in shaping best practices in this critical aspect of litigation.