Upcoming events

    • Tue, November 14, 2017
    • 9:00 AM - 6:30 PM
    • Orlando, FL

    Whether you’re dealing with e-discovery in a new, socially networked world, find your company expanding globally and thus facing international discovery issues, or planning for the future of e-discovery in your firm or company, you know there’s a divide between what is in practice today and where your firm needs to be in the near future. Legal professionals must develop strategies for spanning this e-discovery divide before it expands further across traditional borders, whether physical or technical.

    Litigation support professionals and attorneys have a new forum to gather the latest information on e-discovery, data protection, records management and more: The Masters Series for Legal Professionals.

    The Masters Series for Legal Professionals is held in regional locations throughout the U.S. Each event will last from 11:00 a.m. to 5:15 p.m. and is followed by a happy hour until 7:00 p.m. Each series event offers two educational tracks that will allow attendees to learn from corporate and law firm thought leaders.



Wed, June 03, 2015 4:08 PM |

Developing eDiscovery Standards and More

Linkedin Blog Post June 3, 2015 by Jason Velasco

Earlier this year, the Board of Directors of the nascent Legal Technology Professionals Institute (LTPI) asked me to participate on the advisory panel to help launch the organization.  Naturally I jumped at the chance to work with many of my old friends and eDiscovery colleagues looking to make a difference in our industry.  

One of the things I loved about the ideals behind LTPI (among many other things like the drive for eDiscovery standards and roster of great people already involved) was that the LTPI would truly be a member driven organization that is trying to avoid the "Pay for Play" stigma many other industry organizations have struggled with over the years.  With this in mind, I "volunteered" to help as the Chair of the Membership Committee.  Over the past few months, we (the Membership Committee) struggled with how to keep the focus of being a membership driven organization while creating opportunities for organizations to participate and help fund the organization.

After analyzing funding models for inside and outside the eDiscovery industry, we decided to develop a “Benefactor” model where any type of organization can assist fund the activities of LTPI regardless of if they are a provider, company or individual.  It was important to the LTPI Board, advisory panel and Membership Committee that we appropriately incentivize these Benefactors while at the same time allow the individual members control to develop projects that would help them in their jobs. We’re starting to reach out to potential Charter Benefactors now and if you’re interested, please email us

Last week we officially launched the LTPI to the general community, and there is a great article in Legal Technology News about the launch of the Institute.  The Membership Committee is now very focused on onboarding the new members joining LTPI, and we are currently developing a mentorship program to ensure members who are newer to the industry have someone to guide them through where they can most effectively participate. 

There is a great deal of work to do and we have some great projects as well as committees for our new members.  I encourage everyone to take a look at our site www.legaltechpi.org and sign up.  This will definitely give you an opportunity to help build the organization from the ground and have a significant impact on the future of the eDiscovery industry. 

I’ll be blogging about the LTPI to showcase developments and get feedback from the general community.  Please feel free to comment or ask any questions. 

Jason Velasco

(jsnvelasco@gmail.com or membership@legaltechpi.org)


Wed, June 03, 2015 10:00 AM |

The following is a repost of the current project statement for Ethics in eDiscovery for public comment (non LTPI members). LTPI members can comment via the Current Projects Forum on the legaltechpi.org website under Members Only from the Home page or can access the project files via basecamp.

Project: Ethics in eDiscovery

Problem or Issue

Professional ethics involves the exercise of specialized knowledge and skill. This project will identify principles that should govern the provision of legal technology services to laypersons who are not equipped with the knowledge, skill, and resources to evaluate the quality of work performed.

Purpose/Objective/Goal/Expected Benefit

The LTPI Ethical framework will include:  Operational guidance for developing an ethical framework for legal technology professionals, focusing particularly on:

  • Good faith basis in work recommended
  • Reasonableness in efforts
  • Reasonableness in costs
  • Usability for end purposes
  • Fidelity of processes (no “lossiness”)
  • Compliance with laws governing disclosures
  • Accuracy of results
  • Usability to all stakeholders or consumers
  • Ability to certify the foregoing in good faith

Expected benefits include

  • Accelerating the level of maturity and consequently building client confidence in work performed by legal technology professionals.
  • Defining constraints for assigning responsibilities and limitations in undertaking legal technology work.
  • A process for communicating processes and results that may be different from what was expected. 

Deliverable/Success Criteria

A framework for ethical standards under which legal technology professionals can operate and on which the legal community can rely with confidence that their interests are being fairly and reasonably represented.  

Scope and Constraints of the Project

This project will develop the initial framework and a basic set of generally accepted performance standards rather than an exhaustive set. We will also develop a process for developing and vetting additional standards as they may become needed in the future. The initial framework and standards will be limited to those applicable in the US legal system and will not address standards that may be applicable in other international jurisdictions.

Copyright ©2016 Legal Technology Professionals Institute
Powered by Wild Apricot Membership Software