Insights · eDiscovery & ESI

Analysis for litigators on the technical fight.

Timely, practitioner-focused commentary on the issues that decide ESI disputes — Daubert-ready expert selection, TAR validation, ephemeral messaging spoliation, and generative AI in discovery.

Preservation & Spoliation

Holds, Rule 37(e), and the fights over what was lost and whether it mattered.

Metadata Spoliation: How to Preserve, Produce, and Defend ESI Integrity — eDiscovery Expert Witness
01Spoliation & Sanctions

Metadata Spoliation: How to Preserve, Produce, and Defend ESI Integrity

Metadata—the hidden layer of information embedded in every electronic file—can make or break a case. When litigants fail to preserve or produce ESI in native format, they risk spoliation sanctions, authentication challenges, and evidentiary exclusion. We explain how to preserve metadata integrity, navigate Rule 37(e) obligations, and build defensible workflows that satisfy both the Federal Rules of Civil Procedure and the Federal Rules of Evidence.

August 7, 2026 · 6 min readRead →
Rule 37(e): The Real Cost of Getting Preservation Wrong — eDiscovery Expert Witness
02Spoliation & Sanctions

Rule 37(e): The Real Cost of Getting Preservation Wrong

The 2015 amendment to Rule 37(e) changed how courts sanction lost ESI — raising the bar for the harshest measures, but rewarding reasonable process. Here is what the rule requires and how to stay on the right side of it.

April 7, 2026 · 5 min readRead →
Ephemeral and mobile messaging spoliation depicted as fading signal traces and disappearing message blocks.
03Spoliation & Sanctions

Ephemeral and Mobile Messaging: The New Spoliation Battleground

Auto-deleting chats and the migration of substantive conversation onto phones have made messaging the most contested corner of ESI. Under Rule 37(e), the question is no longer just whether data is gone — it is whether the loss was reasonable, intentional, and prejudicial. Here is the 2026 landscape.

March 30, 2026 · 5 min readRead →
Building Defensible Legal Holds — eDiscovery Expert Witness
05Legal Holds

Building Defensible Legal Holds

The duty to preserve attaches earlier than most teams think, and a forgotten hold is the fastest path to a Rule 37(e) problem. Here is how to make the trigger, the notice, and the follow-through defensible.

February 24, 2026 · 5 min readRead →

Evidence & Authentication

Getting ESI admitted — authentication, chain of custody, and synthetic media.

Deepfake evidence integrity shown as glitched, fragmented synthetic-media data blocks.
02Deepfakes & Evidence

Deepfakes and the Integrity of Evidence: Detecting and Challenging Synthetic Media in Court

AI can now generate a video, a voice, or a photograph convincing enough to fool the untrained eye — and persuasive enough to move a fact-finder. As synthetic media reaches the courtroom, the question is no longer whether a recording exists, but whether it is real. Here is how litigators and forensic experts should approach detecting and challenging deepfake evidence.

August 12, 2025 · 6 min readRead →
Authenticating AI-generated evidence under FRE 901, illustrated as a digital fingerprint of concentric ridges.
03Evidence & Authentication

Authenticating AI-Generated Evidence Under FRE 901 and 902: Do the Rules Still Work?

Generative AI can now produce images, audio, and video that neither a juror nor an expert can reliably tell apart from the real thing. That has reopened a basic question: are Federal Rules of Evidence 901 and 902 still up to the job, or do we need a new rule built for synthetic media? Here is where the debate stands and what litigators should do regardless of how it resolves.

June 17, 2025 · 6 min readRead →

AI & Review Technology

TAR, continuous active learning, and defensible use of generative and agentic AI.

TAR, CAL & AI-Assisted Review: Making It Defensible — eDiscovery Expert Witness
01Review Technology

TAR, CAL & AI-Assisted Review: Making It Defensible

Technology-assisted review is well-established and court-accepted — but defensibility comes from process, not the algorithm. Here is how the methods differ and what makes their use hold up.

June 9, 2026 · 5 min readRead →
Generative AI in eDiscovery rendered as a neural network over a dark forensic grid.
02Generative AI

Generative AI in eDiscovery: Defensibility, Risks, and Best Practices

Generative AI has moved from pilot to production in eDiscovery — classifying, summarizing, and surfacing privilege at a speed manual review cannot match. The capability is real, and so are the risks. Defensibility in 2026 depends on the controls you put around the model, not the model itself.

April 28, 2026 · 6 min readRead →
Technology-assisted review and predictive coding shown as a connected node graph of classified documents.
03Review Technology

TAR and Predictive Coding in 2026: What Litigators Need to Know

More than a decade after Da Silva Moore blessed predictive coding, technology-assisted review is no longer novel — it is expected. But the fights have shifted from whether you can use TAR to how you validate it and what you must disclose. Here is the 2026 state of play for litigators.

February 25, 2026 · 5 min readRead →
Agentic AI governance and discoverability depicted as an autonomous neural decision network.
04Agentic AI

When AI Acts on Its Own: Agentic AI, Discoverability, and the Governance Record

Agentic AI has moved from demo to deployed infrastructure — systems that pursue goals, call tools, and execute multi-step workflows with limited human supervision. When an agent acts on its own, the hard questions are who is accountable and whether the decision can be reconstructed in discovery. Here is what changes, and the controls litigators and companies should demand.

December 9, 2025 · 7 min readRead →
The AI hallucination tax and sanctions risk visualized as an unstable signal waveform.
05AI Risk & Sanctions

The Hallucination Tax: AI Negligence, Sanctions, and the Duty to Verify

When a generative model fabricates a citation or a metadata field, the cost does not land on the software — it lands on the lawyer who filed it. The hallucination tax is the surcharge that incompetence imposes on the whole proceeding, and it is entirely avoidable. The fix is not avoiding AI; it is a disciplined duty to verify.

September 23, 2025 · 6 min readRead →

Forensics & Data Sources

Collection from modern platforms, investigations, and incident response.

Incident response and Reg S-P cybersecurity obligations represented by a shield with a verification check.
02Cybersecurity & Compliance

Incident Response and the Amended Reg S-P: New Breach Obligations Reach Smaller Firms

The obligations that used to sit with large, well-resourced institutions have moved down market. With the amended Reg S-P's June 3, 2026 compliance deadline here, smaller registered firms and the legal professionals who advise them now owe a documented incident response plan and a defensible notification process. The plan is no longer optional, and a written policy alone will not satisfy an examiner.

June 2, 2026 · 6 min readRead →
Collecting from Microsoft 365, Teams & Slack — eDiscovery Expert Witness
03Modern Data Sources

Collecting from Microsoft 365, Teams & Slack

Email was simple. Collaboration platforms are not — threaded chats, edits, reactions, and links to live files break the old collection playbook. Here is how to collect modern sources defensibly.

May 5, 2026 · 5 min readRead →

Expert Practice & Neutrals

Retaining and surviving challenge to an expert, plus neutral and special-master work.

Proportionality Under Rule 26(b)(1): Managing eDiscovery Costs and Scope — eDiscovery Expert Witness
01Discovery & Proportionality

Proportionality Under Rule 26(b)(1): Managing eDiscovery Costs and Scope

The 2015 amendments to Rule 26(b)(1) made proportionality the cornerstone of discovery scope, yet many litigators still struggle to translate the rule's six factors into concrete negotiating positions and cost-containment strategies. We examine how to build a defensible proportionality analysis, when cost-shifting arguments succeed, and how to document burden objections that courts will credit when discovery disputes escalate.

August 11, 2026 · 6 min readRead →
AI and eDiscovery in arbitration under the JAMS AI Rules, shown as an interconnected node graph.
02Arbitration & ADR

AI Disputes in Arbitration: How the JAMS AI Rules Streamline eDiscovery in ADR

AI-related disputes generate the kind of evidence — opaque models, evolving training data, sprawling unstructured logs — that traditional discovery handles badly. Arbitration, and the JAMS AI Rules in particular, offer a more workable path. Here is how ADR procedures can streamline eDiscovery and keep AI evidence disputes proportionate.

May 19, 2026 · 6 min readRead →
What Is an eDiscovery Playbook? — eDiscovery Expert Witness
03Foundations

What Is an eDiscovery Playbook?

A playbook is the difference between discovery you can defend and discovery you improvise. Here is what one actually is, what it documents, and why ad-hoc process is the most expensive option.

February 10, 2026 · 5 min readRead →
eDiscovery expert witness selection and Daubert reliability, illustrated as balanced scales of justice.
04Expert Selection

How to Choose an eDiscovery Expert Witness Who Survives a Daubert Challenge

An eDiscovery expert is only as valuable as the opinions that survive the other side's motion to exclude. The December 2023 amendments to Rule 702 sharpened that test — and by 2026, courts are applying it with teeth. Here is how to vet an expert before you retain, not after the Daubert motion lands.

January 14, 2026 · 5 min readRead →