MINNEAPOLIS, January 8, 2020 – Setting the global standards for e-discovery, the Electronic Discovery Reference Model (EDRM) is pleased to announce a new project to help improve and promote equal access to justice. EDRM’s new Pro Bono Project participants will build a platform for matching organizations and individuals in need of e-discovery capabilities for pro bono matters with organizations and individuals wanting to make such capabilities available. The project will be led by HB Gordon, manager, eDiscovery at The Vanguard Group, Inc., and George Socha, a managing director at BDO USA, LLP.

“E-discovery’s goal is to find the needles in the haystack of ever-increasing data storage repositories,” says Gordon. “That search is not easy for those without access to the necessary tools. This project will match up requestors with practitioners in search of a positive outcome.”

“Today, almost every matter involves e-discovery and that includes pro bono matters,” says Socha. “The twin goals of this project are to make it easier for those in need of pro bono e-discovery services and software to obtain those capabilities and for those wanting to offer up their expertise and tools to be more effectively matched with those in need.”

To learn more about how to participate or contribute to the EDRM Pro Bono Project, join an active project or start a new project, please reach out to info@edrm.net.


MINNEAPOLIS, January 23, 2020 – Setting the global standards for e-discovery, the Electronic Discovery Reference Model (EDRM) is pleased to announce that it has selected Edge Legal Marketing (Edge) as its exclusive marketing and public relations partner. Edge will strategically elevate the EDRM brand in order to attract and retain legal professionals from law firms, corporations and government organizations who will then actively contribute to the direction of EDRM.

EDRM sets standards and best practices as well as provides tools and guides to improve electronic discovery and information governance. Legal professionals that leverage EDRM are well-equipped to properly handle the complexities that come with data identification all the way through production and preservation.

“We were looking for an agency partner that truly understands both the complex world of e-discovery and the legal industry,” says Kaylee Walstad, chief strategy officer, EDRM. “It was an easy decision to choose Amy Juers and her team at Edge Legal Marketing because of their legacy support of EDRM, strategic approach and wealth of knowledge of the legal market. Edge’s talent will help us provide beautiful global messaging and assist our partners and community as well.”

Edge will lead EDRM’s marketing and public relations strategy, content, creative and branding initiatives. The award-winning agency will provide services to amplify the EDRM brand locally, nationally and globally.

“I believe we are at a pivotal moment in time where we seek to deliver the next generation of EDRM,” says Mary Mack, CEO and chief legal technologist at EDRM. “Edge has been there for us throughout the years, and we look forward to working together with them as our exclusive marketing and public relations partner. Edge is a world-class agency and will be an invaluable partner as we continue to expand the global footprint of the organization.”

Amy Juers, founder and CEO of Edge, states, “Our mission with EDRM is to leverage these relationships to convey its story strategically to the legal market. Edge will use its expertise to drive engagement and create positive energy for EDRM. We are honored and excited to be part of the team.”


SAN JOSE, Calif. – January 29, 2020 – FileTrail, the leader in next-generation information governance and records management software for law firms and highly regulated industries, will unveil version 2.0 of its popular FileTrail GPS™ (Governance Policy Suite) at Legalweek New York 2020 being held February 4-6. The updated release includes significant new functionality and a streamlined user interface designed to make information workers even more efficient and productive.

FileTrail, which recently announced its 20-year anniversary, is the leading provider of comprehensive IG solutions for law firms. Since its launch in 2018, FileTrail GPS has seen significant adoption as the legal profession pursues an increasingly holistic and rigorous approach to information governance and compliance.

FileTrail GPS now includes:

  • Policy Manager to implement retention, holds and outside counsel guidelines for documents and records
  • Records Manager to create, locate, track and audit physical records
  • Mobility Manager to streamline lateral moves and client requests

All three core modules of FileTrail GPS work in concert to advance IG, helping law firms save money, reduce risk and address increasingly stringent client and regulatory compliance obligations.

Prominent, progressive law firms in the U.S. and abroad, including Akin Gump Strauss Hauer & Feld LLP, Hogan Lovells, Davis Wright Tremaine LLP, Shook, Hardy & Bacon, Foley & Lardner LLP and others report significant cost savings and risk reductions since implementing FileTrail GPS. FileTrail routinely consults with its client firms on best practices for achieving true compliance with the policies and regulations they must adhere to, so that they can effectively pursue their client service and growth objectives.

“FileTrail GPS has significantly improved the way law firms approach information governance, both in terms of compliance with their internal policies and managing outside counsel guidelines,” says FileTrail CEO Darrell Mervau. “We are incredibly proud of the success we’ve had helping our law firm customers achieve their IG and records management visions over the past 20 years – and we’re looking forward to the even greater achievements on the road ahead.”

Legalweek 2020 attendees are invited to visit FileTrail at booth 503 in the exhibit hall throughout the conference to learn about its latest advancements in records and IG and to see an in-person demonstration of FileTrail GPS 2.0.


CloudNine just launched CloudNine Collection Manager™ (“Collection Manager”), a breakthrough data extraction solution from the global electronic discovery technology provider.  Installed in minutes, Collection Manager defensibly performs native data collections from Office 365 (O365) email custodians, as well as Microsoft OneDrive cloud storage files.

Collection Manager is easy enough for first-time collectors, yet powerful enough for discovery professionals.  Collection Manager quickly and securely connects to O365 and OneDrive data sources, including documents linked from email messages, which few other collection solutions can do. The software’s wizard interface guides collectors to browse and select one or multiple data custodians, filter by date, and extract data to desired formats such as PSTs or Zip files for loose documents.  Collection Manager then sends extracted files to target hard drives, jump drives, or network drives or early case assessment products such as CloudNine Explore™ and others.

Highly flexible and adaptable, Collection Manager seamlessly fits within the workflow of many eDiscovery products and automatically integrates with its sister product, CloudNine Explore.  With a single click, data collectors can output data from Collection Manager directly into Explore cases, and the ingested data is automatically processed and analyzed.  Explore can then be configured to automatically notify lawyers via email when data is ready to be immediately searched and reviewed.

Collection Manager joins CloudNine’s robust suite of eDiscovery software including Explore, Review™, LAW™, and Concordance®.  For ultimate flexibility, CloudNine software can work as a fully integrated end-to-end eDiscovery system, or each solution can be used as an independent, best-in-breed product to fit into any eDiscovery workflow.

“CloudNine Collection Manager debuts as a remarkably powerful and flexible native collection solution for today’s enterprise collection demands,” commented Tony Caputo, CEO of CloudNine.  “Collection Manager’s ability to defensibly collect and extract data from both Office 365 and OneDrive will be a ‘Must Have’ for many of our clients.  Since the software installs in minutes and requires no training, it is universally accessible for any collection project and any skill level.  Our eDiscovery partners, as well as law firm and corporate clients, have been eagerly anticipating the release of Collection Manager, and we are confident they will benefit substantially from the new technology.”

“The CloudNine development team worked tirelessly to ensure that Collection Manager is capable of handling complex native collections while also being extremely easy to use,” said Doug Austin, Vice President of Products and Professional Services at CloudNine.  “Collection Manager is automatically integrated with Explore but also versatile because it works within the workflow of many other eDiscovery products as well.  We are incredibly proud to offer Collection Manager and look forward to assisting our partners and clients as they increasingly use the system to complete their native data collections.”

For more information about CloudNine Collection Manager or to request a demo, visit: https://cloudnine.com/software/cloudnine-collection-manager/ or email info@cloudnine.com.  CloudNine will be demonstrating Collection Manager at Legalweek New York on February 4-6 at booth 3000.  Visit www.cloudnine.com for more information.


When Saul Ewing Arnstein & Lehr was going through a merger, they partnered with iManage to ensure its 400 attorneys across 17 offices could begin securely working and collaborating on the same DM platform as soon as possible.


CloudNine will have dynamic speaker lineup for its second annual NineForum Discovery Education Series, a unique presentation of 9 TED-style talks held during Legalweek New York on February 4-5.

NineForum features prominent eDiscovery thought leaders who will be presenting up-to-the-minute content on compelling topics impacting lawyers, discovery, and legal professionals. Presented in CloudNine’s booth 3000 in the Legalweek Americas Hall 2, NineForum sessions are free of charge to all Legalweek badge holders.

“Once again, NineForum will be a powerful, insightful and informative series of talks from influential eDiscovery thought leaders,” remarked CloudNine CEO Tony Caputo. “Speakers will deliver condensed, practical advice about pressing eDiscovery issues of the day. Featuring high-level speakers from prominent eDiscovery organizations like ACEDS and EDRM and law firms, corporations, and discovery service providers, NineForum offers a fusion of valuable discovery-related education not available anywhere else. See you in New York!”

2020 NineForum Speaker Schedule:

Tuesday, February 4
Session 1: 10:30-10:50am Speaker: Tom O’Connor, founder and Director of Gulf Coast Legal Technology Center.  Topic: Do’s and Don’ts of a 30(b)(6) Witness Deposition

Session 2: 11:00-11:20am Speaker: Philip Weldon, Manager, eDiscovery & Practice Technology at Fried Frank.  Topic: 5 Secrets to “Crushing” eDiscovery Processing in 2020

Session 3: 1:00-1:20pm Speaker: Mike Quartararo, President of ACEDS.  Topic: Skills that eDiscovery Professionals Need to Succeed in 2020

Session 4: 1:30-1:50pm Speaker: Mary Mack, Chief Legal Technologist at EDRM.  Topic: Bold eDiscovery Predictions for 2020: What to Expect and How to Prepare

Session 5: 3:30-3:50pm Speaker: Rick Weber, President of Elijah Ltd.  Topic: The Threat Within: Protecting Against Employee Data Theft

Wednesday, February 5

Session 6: 10:00-10:20am Speaker: Robert Conley, VP Forensics and Strategic Operations at Rational Enterprise.  Topic: A Day in the Life of Practical Information Governance

Session 7: 10:30-10:50am Speaker: Kelly Twigger, Founder of eDiscovery Assistant and Principal of ESI Attorneys.  Topic: Five Most Significant eDiscovery Cases of 2019: Their Impact on 2020 and Beyond

Session 8: 12:00-12:20pm Speaker: Joy Murao, Founder and CEO of Practice Aligned Resources.  Topic: Foresight is 2020: Why Legal Professionals Should Be More Proactive in Maximizing Technology Benefits

Session 9: 12:30-12:50pm Speakers: Bradette Groves, Director of Project Management and Neil McLean, Discovery Consultant of Complete Legal.  Topic: Transforming Your Plaintiffs Practice: Leveraging eDiscovery to Maximize the Value of Your Case

For more information about NineForum and CloudNine’s plans for Legalweek, visit https://cloudnine.com/events/legalweek-2020-ny-ltny2020/.


After Workman Nydegger was hit by a power outage, they decided it was time to move to the cloud for Document Management.  In addition to increased reliability, the iManage Cloud provided a multitude of other benefits for the firm, including additional security, mobility, and automated updates. Check out this video to learn more.


Attending #Legalweek20? Visit our booth (Rhinelander Hall, #506) and connect with CoreView experts to learn how you can audit your company’s docs for #PII in seconds, and achieve #CCPA & #GDPR compliance in a few short clicks:


Litera announces that Stephenson Harwood, a top 50 UK law firm, has selected Litera as a core transaction management platform.

Litera’s platform enables legal teams to securely organize, track, and collaborate within every step of a deal. Stakeholders can create checklists, interact with and track all versions of documents needed for closing, and get real-time status updates on the deal progress.

The implementation of Litera’s solution shows Stephenson Harwood’s innovative approach towards its clients, using a consolidated approach of process, people and technology.

Tammy Samuel, partner and head of finance, Stephenson Harwood, said: “We pride ourselves on putting the evolving needs of our clients at the heart of our approach to providing legal services. Investing in Litera’s transaction management software is just one example of the ways in which we do this. The new technology will support a more efficient and smooth transaction process, allowing legal teams to collaborate in real-time while ensuring that all Conditions Precedents (CPs) are collated and tracked in a timely and cost-effective manner. It will also assist us in streamlining our post-contract process and production of transaction bibles.”

Haley Altman, Litera’s general manager of transaction management, said, “We’re excited to extend the reach of our global services by partnering with Stephenson Harwood, one of the largest and most innovative law firms in the UK. Our mission is to provide a simpler, more collaborative process for law firms and their clients at every step of the deal process.”


The US Department of Justice once again selected ABC Legal to serve civil
documents that come into the United States from foreign countries.
This is the fourth consecutive time ABC Legal has won the contract since the DOJ first
outsourced the duty, performed by US Marshals until 2003.