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

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 → 
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 → 
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 → 
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 → 
05Neutrals & Special Masters
Forensic Neutrals and Special Masters in Complex Litigation: What They Do and When to Ask for One
When a case turns on technical data the parties cannot safely share, or on an accounting too intricate for the docket, a judge has a tool many litigators underuse: the appointment of a neutral. Here is what forensic neutrals and Special Masters actually do, and when it makes sense to ask the court for one.
October 28, 2025 · 6 min readRead →