Technology Assisted Review (“TAR”) is an efficient option for limiting the amount of document review in discovery. However, some parties are reluctant to use TAR because negotiating TAR protocols with an opposing side can be challenging. Join our panel in a deep dive of TAR Protocols, to include Hon. Allison Goddard of the Southern District of California; industry-renowned and groundbreaking legal scholar Maura Grossman, J.D., Ph.D. of the University of Waterloo; and legal technologies and information retrieval expert Mark Noel of Redgrave Data. Our experts will discuss how to find the right balance between a party refusing to disclose TAR process and letting the other side dictate it. In a hypothetical matter, the panelists will discuss which provisions are helpful, and what might go too far.

Topics to be covered include:

• Legal obligations and precedent for TAR process disclosures
• The benefits and risks of TAR protocols
• Protocol options for different types of TAR processes
• Specific provisions of TAR protocols, including validation and document disclosures

Speakers:

• Hon. Allison H. Goddard, U.S. Magistrate Judge, Southern District of California
• Maura R. Grossman, Research Professor, University of Waterloo
• Mark Noel, Chief Information and Technology Officer, Redgrave Data
• Tara Emory, VP, PRESA Group, Innovative Driven