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The ‘Duty’ of
Cooperation in
E-Discovery
Seth H. Row
Parsons Farnell & Grein LLP
Portland, Oregon
In this presentation we will
cover…
 Where did this “duty” come from?
 What ever happened to zealous
advocacy?
 What should my outside counsel be doing
in this situation…
Where did this ‘duty’ come
from?
 Genesis: The Sedona Conference
Cooperation Proclamation
 What judges are saying/being told
 Waxse, “Cooperation – What Is It and Why
Do It,” XVII Rich. J. L. & Tech. 8 (2012)
 FJC “Managing Discovery of Electronic
Information: A Pocket Guide”
 Standing order/pilot programs
 Case law about cooperation
What ever happened to
zealous advocacy?
 Ethical rules – what do they actually say?
 Commentariat: ethics and cooperation
can be reconciled
 Court view: use of e-discovery games (or
discovery games at all) as part of
“advocacy” is improper because
advantage gained is merely time/money,
not “on the merits”
What should my outside counsel be
doing?
 The Rule 26(f) conference – do I have to disclose…
 …preservation steps?
 …custodians?
 …legacy systems?
 …search terms?
 What if the opposing party misspells a search term?
 What if they don’t ask for the right custodian?
 I have a lot of data, the plaintiff has almost zero…
Kleen Products, LLC, et al. v. Packaging
Corporation of America, et al. , Case: 1:10-cv-
05711, Document #412 (ND, Ill., Sept. 28, 2012).
 Dispute over use of “TAR” (aka predictive
coding
 Two day evidentiary hearing – then
conferences
 Take away: the degree to which a party
needs to proactively disclose information
depends on the issue raised. In some cases, a
party will need to disclose facts not known to
the opponent in order to fulfill the duty to
cooperate
Other cases discussed…
 In Re: National Association of Music
Merchants, Musical Instruments and
Equipment Antitrust Litigation, MDL No.
2121 (S.D. California, December 19, 2011)
(search terms)
 Chura v. Delmar Gardens of Lenexa, Inc.,
No. 11-2090-CM-DJW, 2012 WL 940270 (D.
Kan. Mar. 20, 2012) (preservation)
 Vasudevan Software, Inc. v. Microstrategy
Inc., No. 11-cv-06637-RS-PSG, 2012 WL
5637611 (N.D. Cal. Nov. 15, 2012) (search)
For more information, please contact:
Seth Row, srow@pfglaw.com

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Duty of Cooperation In E-Discovery: What Does It Really Mean

  • 1. The ‘Duty’ of Cooperation in E-Discovery Seth H. Row Parsons Farnell & Grein LLP Portland, Oregon
  • 2. In this presentation we will cover…  Where did this “duty” come from?  What ever happened to zealous advocacy?  What should my outside counsel be doing in this situation…
  • 3. Where did this ‘duty’ come from?  Genesis: The Sedona Conference Cooperation Proclamation  What judges are saying/being told  Waxse, “Cooperation – What Is It and Why Do It,” XVII Rich. J. L. & Tech. 8 (2012)  FJC “Managing Discovery of Electronic Information: A Pocket Guide”  Standing order/pilot programs  Case law about cooperation
  • 4. What ever happened to zealous advocacy?  Ethical rules – what do they actually say?  Commentariat: ethics and cooperation can be reconciled  Court view: use of e-discovery games (or discovery games at all) as part of “advocacy” is improper because advantage gained is merely time/money, not “on the merits”
  • 5. What should my outside counsel be doing?  The Rule 26(f) conference – do I have to disclose…  …preservation steps?  …custodians?  …legacy systems?  …search terms?  What if the opposing party misspells a search term?  What if they don’t ask for the right custodian?  I have a lot of data, the plaintiff has almost zero…
  • 6. Kleen Products, LLC, et al. v. Packaging Corporation of America, et al. , Case: 1:10-cv- 05711, Document #412 (ND, Ill., Sept. 28, 2012).  Dispute over use of “TAR” (aka predictive coding  Two day evidentiary hearing – then conferences  Take away: the degree to which a party needs to proactively disclose information depends on the issue raised. In some cases, a party will need to disclose facts not known to the opponent in order to fulfill the duty to cooperate
  • 7. Other cases discussed…  In Re: National Association of Music Merchants, Musical Instruments and Equipment Antitrust Litigation, MDL No. 2121 (S.D. California, December 19, 2011) (search terms)  Chura v. Delmar Gardens of Lenexa, Inc., No. 11-2090-CM-DJW, 2012 WL 940270 (D. Kan. Mar. 20, 2012) (preservation)  Vasudevan Software, Inc. v. Microstrategy Inc., No. 11-cv-06637-RS-PSG, 2012 WL 5637611 (N.D. Cal. Nov. 15, 2012) (search)
  • 8. For more information, please contact: Seth Row, srow@pfglaw.com