![Page 1: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/1.jpg)
Joint MeetingeDiscovery Joint Sessionwith the Association of
Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation
Support Working Group (PALS) and Women in eDiscovery (WIE)
Moderator: Joe Bartolo, J.D.
![Page 2: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/2.jpg)
Joint MeetingThe Use of TAR and Predictive
Coding in eDiscovery and Information Governance
Panelist:Alan Winchester, Esq.
![Page 3: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/3.jpg)
Joint MeetingThe Use of TAR and Predictive
Coding in eDiscovery and Information Governance
Panelist:Rudy Moliere
![Page 4: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/4.jpg)
Joint MeetingThe Use of TAR and Predictive
Coding in eDiscovery and Information Governance
Panelist:Hon. Ronald J. Hedges
(retired)
![Page 5: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/5.jpg)
Joint MeetingThe Use of TAR and Predictive
Coding in eDiscovery and Information Governance
Panelist:Salvatore Mancuso
![Page 6: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/6.jpg)
![Page 7: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/7.jpg)
Topic 1:
Predictive Coding (PC) as an emerging trend ("buzzword") - what's all the buzz about?
What is PC exactly, and how does it fit into TAR (Technology Assisted Review) a/k/a CAR (Computer Assisted Review) - or does it?
![Page 8: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/8.jpg)
WWW.EDRM.NET
![Page 9: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/9.jpg)
Topic 2:
What are the benefits of using processes such as TAR/CAR or PC versus a traditional linear review?
![Page 10: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/10.jpg)
Topic 3:What are some of the differences in
using TAR/CAR for various purposes:
(a) records management;
(b) investigations and early case assessment; and
(c) Litigation (civil or criminal).
Is there is downstream use for PC for Information Governance Purposes? (Predictive Filing?)
![Page 11: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/11.jpg)
WWW.EDRM.NET
![Page 12: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/12.jpg)
WWW.EDRM.NET
![Page 13: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/13.jpg)
Topic 4:Have paralegals been placed on
remediation projects of large data sets, and can they see this as a tool?
If paralegals are in the position where they will be asked to interact with this technology, are TAR/CAR and PC white horses for potential challenges?
![Page 14: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/14.jpg)
![Page 15: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/15.jpg)
Topic 5:
•What is involved in the process of generating a random “Sample”?
•What are some best practices regarding “Sampling” of the “Active” and “Null” sets to validate the results of TAR and “Clustering”?
![Page 16: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/16.jpg)
eDISCOVERY TEAM®
![Page 17: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/17.jpg)
Topic 6:CAR/TAR (and PC) have not been
accepted in any litigation other than at a threshold level. Should there be "transparency?
What does that mean in actual litigation practice?
![Page 18: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/18.jpg)
Topic 7:
How should attorneys defend the process of using TAR/CAR (and/or PC), if challenged?
![Page 19: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/19.jpg)
Concluding Remarks
Questions & Answers
![Page 20: Joint Meeting eDiscovery Joint Session with the Association of Records Managers and Administrators, NYC Chapter (ARMA), Paralegals and Litigation Support](https://reader036.vdocuments.net/reader036/viewer/2022070411/56649f3a5503460f94c57ec1/html5/thumbnails/20.jpg)
Thank You for AttendingSpecial thanks to
NYCPA;ARMA;Women in eDiscovery – New York Chapter;PALS;
Event Sponsors: Polygon and
Subject Matter Expert Panelists;All those who participated in planning;NBC Studios.