2016 SoCal

November 13-14, 2016


Pelican Hill

2016 SoCal eDiscovery & IG Retreat

Our Retreat is an informative and interactive gathering of corporate executives, in-house lawyers, outside counsel, judges, thought leaders, and top-rated eDiscovery & information governance service and technology vendors. While there is widespread agreement that information governance is important and necessary, there is far less agreement as to how an effective and legally defensible information governance program should be designed and implemented.

Our panel discussions, “war stories” and lessons learned will explore what companies are doing to organize and create policies specifying how their information – primarily electronic information – is created, stored, used, archived and deleted. We will look at the processes companies are using to maximize the use of their information, the debate as to which stakeholders should be involved in these processes, and whether adequate standards exist or need to be created in this area. The panels will also examine the interaction between legal issues and information governance efforts, including the effect of litigation holds, pending litigation, regulatory requirements and fear of discovery sanctions.

Whether you are new to the eDiscovery and information governance industry and seeking more information or want to increase your existing expertise, our Retreats will allow you to explore the latest issues and strategies with knowledgeable and experienced consultants, technologists, lawyers, thought leaders and your peers – all in one of California's​​ ​most beautiful places to visit: Newport Coast.

With a full agenda of educational sessions, scheduled networking events, and family-friendly locations, you won’t want to miss out on the opportunity to learn about these key issues in this relaxed setting. We invite you to explore our website, contact us with questions, and join us at this upcoming Retreat – where questions are answered at unquestionably scenic locations.


Join us for one day of discussions about the hot topics in eDiscovery and information governance. You’ll come away with a better understanding of current trends, best practices and emerging technologies.


Pelican Hill
22701 S Pelican Hill Rd
Newport Coast, CA 92657
Phone: (855) 315-8214
Website: www.pelicanhill.com


John Wayne Airport (SNA)
18601 AirportWay
Santa Ana, CA 92707
Phone: (949) 252-5200

Los Angeles International Airport (LAX)
1 World Way
Los Angeles, CA 90045
Phone: (310) 646-5252
Website: www.lawa.org
Airlines: www.lawa.org/laxairlines

San Diego International Airport (SAN)
3225 N Harbor Dr
San Diego, CA 92101
Phone: (619) 400-2404
Website: www.san.org
Airlines: www.san.org/Flights/Airlines


Please email info@thinkingenious.com for reservation instructions.





The eDiscovery landscape is constantly shifting. The way we communicate and store information is changing rapidly, in part driven by a movement to the cloud. The eDiscovery toolkit is constantly evolving also – as new software and workflows are developed, new reporting becomes available, new court rulings emerge, and new knowledge is gained. What are the big changes that have taken occurred in the past few years? What challenges and opportunities do they present for corporations and law firms? And what is on the horizon – the big innovations coming in 2017 and beyond? Our diverse will conduct a fast-moving discussion on these topics and more in order to help you navigate the future.

Sponsored By
Businesses and individuals are moving their I.T. infrastructure to Cloud based providers. What must outside counsel know to competently address the identification, preservation and collection of ESI stored in the cloud?

Sponsored By
We will engage in a lively discussion about top trends in eDiscovery including those topics that keep you up in the middle of the night including but not limited to… Bring your own device: BYOD has all but completely overtaken Company issued devices but what are the short and long term ramifications. Potential overtime issues, preservation and control problems all raise concerns that can be minimized through best practices in policy formation.

Cybersecurity and data breach: While it seems that most law firms have either been insulated from the recent spate of cyber-attacks or have managed to stay out of the news, cyber security has become an important part of the national discourse. As the government seems to be moving towards extending the strict regulations we see in the healthcare, financial, and other regulated sectors what can counsel do to fulfill discovery obligations while safeguarding data.

Preservation Sanctions and the FRCP 37(e): With a greater number of ways to store ESI than ever before preservation and proportionality is more important than ever. We take a brief look at how the courts have handled the new sanctions requirements governing the loss of ESI

Managed services & LPO (Legal Process Outsourcing): While managed services and outsourcing were traditionally looked at as ways to save money and reduce reliance on internal resources for redundant and lower level tasks we have seen a tremendous shift as the expertise needed to fulfill discovery requests becomes highly technical and the area of law extremely specialized. Looking at shifting some of the work to industry experts may not only reduce costs but lower your risk portfolio as well. We will take a look at what the ABA guidelines recommend and how companies can remain in scope while taking advantage of this growth sector.

Sponsored By
One-off or one-stop-shop? How can you determine whether a managed services electronic discovery model make sense?

Sponsored By
According to a 2016 Survey, 54% of law firms (70% of law firms of 250 lawyers or more) are using knowledge management to increase the efficiency of legal service delivery. Law Departments are likewise increasing their focus on knowledge management, with spending on KM software expected to increase 18% over a five-year period. But what does knowledge management mean when it comes to litigation? How do law firms capture, re-use, and share knowledge specifically about their litigations that will result in better outcomes, more predictable fees, and better client relationships?

Sponsored By
Employing Analytics (intelligent software & “wet-ware” – human intelligence) throughout the eDiscovery process accelerates case understanding, informs strategy, and defensibly reduces data sets. We will explore how to employ these analytics to find the relevant data quicker and more efficiently to increase review efficiency and lower costs.

Sponsored By
Harbor Ligation Solutions
It's become commonplace, almost malpractice, to not employ sophisticated eDiscovery processes in multi-million dollar complex litigation, but, it's often just as important to have strong eDiscovery services in place in small cases. Small, or big, finding the proverbial "needle in the haystack" can make or break the plaintiff or defendant's case. Your best chance of success is the right system to root out that evidence. Come listen to our panel discuss eDiscovery success stories in "smaller" cases.

Sponsored By
In today's global economy businesses operate within a complex web of legal, cultural and linguistic challenges. As data grows exponentially, large volumes of potentially relevant ESI may now contain a host of different languages, often in a variety of media formats. In the context of electronic discovery, the demands are the same no matter what language. The question is: Are we prepared? Our panel will discuss how law firms can leverage multi-language review teams when designing a foreign language workflow, including the proper use of human translations and technology when dealing with large data volumes.

Sponsored By
Vendors speak their own language when they estimate electronic discovery costs. Costs may be expressed based on data amounts, processing fees, hosting fees, hourly fees, per-document fees or per-custodian fees. How can customers create valid cost comparisons with estimates based on different criteria?

Sponsored By
A number of excellent model ESI protocols and Electronic Discovery plans exist and may be rapidly located on various websites. However it is quite difficult to find model TAR protocols and stipulations. What should a TAR protocol contain and what would a model TAR protocol look like?

Sponsored By