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Upcoming events

    • Wed, July 12, 2017
    • 1:00 PM - 2:00 PM
    • United States

     Come learn more about ACEDS and LTPI partnership and how you can become part of working projects on setting eDiscovery standards, mentoring opportunities – both to mentor and be a mentee, get involved in our global chapter network whether as an attendee, speaker, board member, sponsor and more as well as discussing what ACEDS and LTPI have as iniatives.



    Speakers: 

    Eric Mandel, Chair of the Board, LTPI
     Eric serves on the RICOH eDiscovery leadership team and is responsible for supervising a team of expert Solutions Architects who support eDiscovery sales and operations. He serves on multiple industry policy and standards setting bodies. Eric is a member of the Steering Committee of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has been an active participant on multiple drafting committees, including The Sedona Principles, Third Edition, and Sedona’s recommendations to the Federal Rules Advisory Committee. He also serves as the chair of the board of directors and president of the Legal Technology Professionals Institute (LTPI). Prior to LTPI, Eric was the vice-chair of the EDRM Institute. He holds the CIPP/US certification from the International Association of Privacy Professionals and the CEDS certification from the Association of Certified E-Discovery Specialists.

    Mary Mack, Executive Director, ACEDS
     Mary is known for her skills in relationship and community building as well as for the depth of her e-discovery knowledge. Frequently sought out by media for comment on industry issues, she has spoken at venues including Gartner Symposium, the American Bar Association International Law Committee, the Association of Corporate Counsel annual conference, and others. Mary is the author of A Process of Illumination: The Practical Guide to Electronic Discovery, considered by many to be the first popular book on e-discovery. She is the co-editor of the Thomson Reuters West treatise, eDiscovery for Corporate Counsel. Prior to joining ACEDS, Mary most recently served in a leadership role for ZyLab, a global provider of e-discovery and intelligent information governance software. Before that, she was with Fios, Inc. a provider of e-discovery services to Fortune 1,000 corporations and major law firms. A member of the Illinois State Bar, Mary received her bachelor’s degree from Le Moyne College and her law degree from Northwestern University School of Law.

    • Tue, July 18, 2017
    • 8:00 AM - 5:30 PM
    • New York, NY

    MASTERS CONFERENCE 10 YR ANNIVERSARY.

    If you partipcate in NYC you will be put at the head of the line to attend our 10yr DC Event.

    Whether you’re dealing with eDiscovery in a new, socially networked world, find your company expanding globally and thus facing international discovery issues, or planning for the future of eDiscovery 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 eDiscovery divide before it expands further across traditional borders, whether physical or technical. Legal professionals and attorneys have a forum to gather the latest information on eDiscovery, Cybersecurity, GDPR/Privacy Shield, Information Management and more: The Masters Conference for Legal Professionals.


    • Tue, September 19, 2017
    • 8:00 AM - 5:30 PM (UTC+01:00)
    • London, UK

    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.


    • Thu, October 12, 2017
    • 8:00 AM - 5:30 PM
    • Washington, D.C.

    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.


    • 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.


Blogs

LINKEDIN: EXCITING TIMES FOR THE LTPI

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)


PROJECT: ETHICS IN EDISCOVERY FOR PUBLIC COMMENT

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.


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