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Suite 1620 T2P 3E7 eDiscovery Seminar Series Presented by Heuristica Discovery Counsel LLP Session #3 – Thursday, March 12, 2020 Avoiding Inadvertent Spoliation – Effective Legal Holds and Defensible Processes Importance of early identification and preservation of evidence How to draft and implement an effective Legal Hold Notice • Professional legal obligations arising from preservation obligations Session #4 – Tuesday, March 17, 2020 Effective Custodian Interviews – Identifying Sources of Producible Records and Data Mapping • What are “custodian interviews” and why you should do them Identifying important information about electronic evidence Session #1 – Thursday, February 13, 2020 eDiscovery Essentials – What Everyone Needs to Know about the EDRM • Overview of the legal framework for electronic evidence Introduction to the technology powering electronic evidence analysis Session #2 – Tuesday, February 18, 2020 The Sedona Canada Principles – How to Incorporate Them to Save your Clients Time and Money An overview of the 12 Principles and case law • How to effectively use the Sedona Canada Principles to benefit clients and implement legal strategy regarding electronic evidence A legal education series designed for lawyers and paralegals on the essential elements of electronic evidence in legal proceedings and investigations. Two seminars each month from February to May make up the 8-part series to be held in downtown Calgary. Curriculum

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Page 1: Heuristica SeminarSeries2020 v4 · you should do them • Identifying important information about electronic evidence Session #1 – Thursday, February 13, 2020 eDiscovery Essentials

Calgary

555 4th Ave. SW, Suite 1620Calgary, Alberta, T2P 3E7

eDiscoverySeminar SeriesPresented by Heuristica Discovery Counsel LLP

Session #3 – Thursday, March 12, 2020

Avoiding Inadvertent Spoliation – Effective Legal Holds and Defensible Processes

• Importance of early identifi cation and preservation of evidence

• How to draft and implement an effective Legal Hold Notice

• Professional legal obligations arising from preservation obligations

Session #4 – Tuesday, March 17, 2020

Effective Custodian Interviews – Identifying Sources of Producible Records and Data Mapping

• What are “custodian interviews” and why you should do them

• Identifying important information about electronic evidence

Session #1 – Thursday, February 13, 2020

eDiscovery Essentials – What Everyone Needs to Know about the EDRM

• Overview of the legal framework for electronic evidence

• Introduction to the technology powering electronic evidence analysis

Session #2 – Tuesday, February 18, 2020

The Sedona Canada Principles – How to Incorporate Them to Save your Clients Time and Money

• An overview of the 12 Principles and case law

• How to effectively use the Sedona Canada Principles to benefi t clients and implement legal strategy regarding electronic evidence

A legal education series designed for lawyers and paralegals on the essential elements of electronic evidence in legal proceedings and investigations.

Two seminars each month from February to May make up the 8-part series to be held in downtown Calgary.

Curriculum

Page 2: Heuristica SeminarSeries2020 v4 · you should do them • Identifying important information about electronic evidence Session #1 – Thursday, February 13, 2020 eDiscovery Essentials

Session #5 – Thursday, April 16, 2020

Discovery Planning – How to prepare for and conduct successful negotiations

• The importance of planning to meet professional obligations and maintain defensible proportionality

• Practical tips to ensure a successful meeting and discovery planning

Session #6 – Tuesday, April 21, 2020

Beyond Keywords – The Hazards of Relying on Search Terms and Effective Identifi cation of Relevant Information Through Iterative Review

• Why relying on keywords alone can be dangerous and indefensible

• Other technologies and search strategies available to meet legal obligations to produce electronic evidence

Session #7 – Thursday, May 14, 2020

Review Methodology – An Agile Approach to Review and Production of Documents

• The ineffi ciency of linear and multiple “pass” reviews

• Review methodology and technology available for a proportionate and defensible production

Session #8 – Tuesday, May 19, 2020

Proportionality Motions – What evidence is required?

• How to successfully manage discovery motions and establish proportionality

• What evidence is required for the court

• Discussion about Canadian case law and legal trends

Learn to harness your electronic evidence effi ciently, effectively and proactively.

Registration DetailsPrice: Register for one or more or the entire series.

Paralegals: $35.00 per seminar or $245.00 for all 8 seminarsLawyers: $50.00 per seminar or $350.00 for all 8 seminars

All proceeds will be donated equally to the following three Calgary charities:• Student Legal Assistance at the University of Calgary• Calgary Youth Justice Society• Pro Bono Law Alberta

Time: All seminars will be held from 8:00 to 9:00 am

Location: Westwinds BoardroomSelkirk House, 555 4th Ave. S.W., 2nd Floor Calgary, AlbertaT2P 3E7

555 4th Ave. SW, Suite 1620 Calgary, Alberta, T2P 3E7 1-833-435-4321 | [email protected] | www.heuristica.ca

Price:

Time:

Register by February 7th

by calling 1-833-435-4321 or emailing

[email protected]