Dallas Agenda

All times below for the listed sessions are Central Time.

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Day 1

8:00AM - 9:00AM
Registration-Jones Day
8:45AM - 9:45AM
Track 1

Technology is changing our lives in countless ways, from smart thermostats and smart watches to smart cities and energy grids. A wide variety of use cases are being enabled through smart devices called IoT or Internet of Things. As companies unlock the potential of IoT, the number of IoT devices is expected to exponentially grow to 20 billion by 2020. Managing data from IoT is a looming challenge for legal professionals. We will discuss these challenges both how they affect the practice of law and the operational challenges surrounding data governance.

Sponsored by ESI Analyst

8:45AM - 9:45AM
Track 2

Whether it is data, concept, TAR or any type of analytics, there are many ways to use these technologies to build a great case strategy. With this ever evolving topic, the panel will dive into their experiences and even speak to current analytic innovations. 

9:45AM - 10:45AM
Track 1

The practice of law is a rich tapestry woven from argument, stories, and the presentation of evidence. eDiscovery, however, is often considered to be part of the “nuts and bolts” of a matter – a means to an end, where practitioners can get lost in a loop of preserve-collect-process-repeat. But what if there was a way to use one to support the other?
This talk is designed to flush out the best ways to make strategic data decisions at the outset of a matter to allow you to better utilize that data during the investigation, planning, and argument stages of your case. While poor eDiscovery planning can lead to expensive and distracting disputes, refined Strategy and Advocacy when dealing with large volumes of data can lead to not only efficiency and expediency, but more important - victory.

9:45AM - 10:45AM
Track 2

Gone are the days when companies could pass the headaches of cyber security to the IT department. It is everyone’s problem now. It is no longer just an IT problem. It has become a business issue effecting the entire organization. Join our panelists for a conversation that takes a realistic approach to protecting your data, both proactive and reactive, debunking many common myths along the way.

10:45AM - 11:00AM
BREAK-Provided by JonesDay
11:00AM - 12:00PM
Track 1

Blockchain technologies provide the opportunity to transform major industries as well as the the practice of law. We’ve already seen tremendous change across a wide variety of industries including healthcare, retail, finance, agriculture, phramaeudical and entertainment. We are now seeing how blockchain can transform the legal practice – in litigation, social justice and in many other areas. Both US regulators as well as lawmakers across the world are grappling with how to address the quick spread of this emerging technology. Lawyers are trying to figure out how to apply old law to a new medium. Hear from blockchain experts about how this nascent technology will change the world as you know it. 

11:00AM - 12:00PM
Track 2

Join Eric Boyd, Aaron Bath, Mark Eldridge, Rich Robinson and Scott Zimmerman in an engaging and lively discussion about the evolution of Legal Operations and eDiscovery. Through discussion with our panelists and the audience we will attempt to figure out whether the Chicken (Legal Ops) or the Egg (eDiscovery) came first. We hope to identify the similarities and differences between these two areas. Additional conversation points will include innovative technology adoption, what drives efficiency and smart solutions ( law firm vs. corporate vs. service provider perspectives ), whether we working with each other or against each other, whether we part of a silo farm or a piece to the bigger puzzle,  and potentially much more. So which will have the upper hand this year? The Chicken or the Egg? You will have to show up to give your $.02 and find out!

12:00PM - 1:35PM

Join the speakers during lunch for a TED style Talk that covers various industry success stories and technologies. 

Speakers and topics include:

Elizabeth M. Fraley

Associate Professor

Baylor Law.

Getting a handle on litigation management:  Working smarter, not harder on your litigation docket.

Whether you handle individual cases as litigation counsel or manage a large portfolio in-house, the pressures of cost, efficiency and effectiveness make managing litigation more important than ever.  Adapting innovative management tools for litigation can help you stand out, get better results and develop a niche as a key player.  This TED talk will focus on key innovations you can adopt now to manage litigation more efficiently and effective including:

  • Early case assessment techniques
  • Client communication
  • Handling human capital
  • Defining a “win.”


Trent Livingston

President - CEO

ESI Analyst

Perceptions: Altering them can transform our industry

Trent will take you on a journey that redefined his perceptions, forever changing his family’s life, and how altering perceptions has the power to transform the landscape of the legal industry for generations to come by closing the Justice Gap

1:45PM - 2:45PM
Track 1

With electronic information driving discovery, the agreement the parties reach on how to handle ESI should be the guiding force for discovery on a matter. This panel will explore how to identify the case specific issues to be included in the ESI Protocol, issues to consider on form of production, types of ESI to be included and accommodated, privilege and inadvertent production protections and third party discovery. We’ll also address how to use the agreement throughout the matter to educate the court on issues, reduce disputes and provide a clear framework for discovery that all parties can follow. The result is a more efficient discovery process that reduces costs and distractions and allows counsel to focus on the merits of the case. 

1:45PM - 2:45PM
Track 2

Artificial intelligence (AI) is poised to have a transformational impact on business, the law, and almost every aspect of life. One such area is human decision making, where AI in general, and machine learning (ML) in particular, have been promoted as enabling more accurate decisions at vastly lower cost. As such systems have rolled out, however, a range of journalists, activists, and AI researchers themselves have pointed to the danger of recapitulating old biases and obstacles, and encoding new ones.  Concerns have been raised in domains as varied as sentencing criminals, extending credit, hiring personnel, recommending products, and setting prices.   Join us as we discuss what biases can be present, how they may be accidentally (or deliberately) included in AI models, and the technical, legal, and process means for detecting and mitigating these biases. 

2:45PM - 3:00PM
BREAK-Provided by Disco
3:00PM - 4:00AM
Track 1

As you may have heard by now, artificial intelligence (AI) is in the process of revolutionizing the legal profession as it has done in finance, entertainment, healthcare, and manufacturing. Applying AI technology is perfect for repetitive tasks that require human intelligence where an increase in productivity and decrease in errors and cost are the goals. Regardless of what the naysayers say, document review is not exempt from the application of AI technology and its benefits. This CLE discusses how leveraging artificial intelligence in managed review can find evidence faster, increase efficiency, and decrease errors while reducing the overall cost exponentially.

3:00PM - 4:00PM
Track 2

With the introduction of new privacy regulations, the need to find a list of individuals affected in a data breach has become more frequent. In a world of when not if a data breach occurs, organizations must plan to include a data breach discovery process as part of their incident response plan. Join our panelists for a conversation that discusses what works and what doesn’t when applying e-discovery practices to determine a list of affected individuals. 

4:00PM - 5:00PM
Track 1

Corporate counsel and law firms are under significant pressure to deliver services more cost-effectively and efficiently. The alignment of the legal services value chain is very important to achieve success. Process, technology and business model innovation changes need to evolve to meet the needs of all the parties that consume and deliver these services. How do we identify, evaluate, implement and measure internal and external improvements? In this session you will learn from expert practitioners from corporations, law firms and 3rd party vendors on what they currently do and what kind of process, technology or business model improvements will help going forward.

4:00PM - 5:00PM
Track 2

"Big data" is a term for the collection of large and complex data sets and the analysis of these data sets for relationships. Big data has only become possible in recent years with advances in technology and understanging the possibilities of teh use of data. While there are many benefits to the growth of big data analytics, traditional methods of privacy protections often fail. Many notions of privacy rely on informed consent for the disclosure and use of an individual's private data. However, big data means that data is a resource that can be used and reused, often in ways that were inconceivable at the time the data was collected. 

5:30PM - 8:00PM

LET THE GOOD TIMES ROLL. Imagine your palate enjoying the sweet notes of a freshly pressed cocktail, finishing with crisp and delectable nourishments required to sustain the perfectly curated day. Featuring over 12,000 square feet of indoor and outdoor bliss, camaraderie is instantly set with games in the expansive garden. At the corner of Olive Street and Harry Hines Boulevard, Happiest Hour is the destination for all things spirit-lifting.

PHONE (972) 528-0067 

LOCATION 2616 Olive St. HARWOOD, Dallas, TX 75201


Sponsors of the Happy Hour





The legal profession is taking on water. Legal expenses are soaring past the rate of other business costs. Companies are demanding more streamlined processes to handle large volumes of sophisticated and complex litigation. Driven by inefficient hourly billing and the rapid increase in pre-trial litigation, costs have become unwieldy. To leverage technology and gain some measure of legal cost control, law firms and clients are rethinking the entire scope of litigation management:


Corporations are pressuring general counsel to rein in rampant spending, calling for more predictability and efficiency.


General counsel are bringing routine litigation in-house, while demanding more creative alternative fee agreements for the litigation handled by outside counsel.


Outside counsel are racing to embrace new business models, new strategies, and new technologies that promise to gain a competitive edge in this rapidly changing market.


And judges, often tasked with managing heavily laden dockets are looking to attorneys to reduce the inefficiencies that keep the costs climbing. Expertise and solutions are in short supply. Many who are being charged with managing the costs—both as inside counsel or as managers of their firm’s litigation portfolio—are learning on the job. They have no formal training in litigation management, and no ready access to the emerging skill sets necessary to navigate these uncharted waters.



DISCO was initially developed at a litigation boutique in Houston. It was born out of the firm’s frustration with conventional ediscovery tools that were slow and difficult for lawyers to use. Instead of being forced to adapt our work methods to technology, we wanted to invent technology that works the way lawyers work. DISCO was the result, and today we are the fastest-growing ediscovery solution in North America. 

As the leading provider of software as a service solutions developed by lawyers for lawyers, DISCO is reinventing legal technology to automate and simplify complex and error-prone tasks that distract from practicing law. DISCO has been embraced by more than 400 law firms, including 75 of the top AmLaw 200, as their first choice for innovative technologies that enhance the practice of law to help secure justice and win cases.



iDS embraces the complex challenges that our competitors avoid to deliver value to our clients. In short, we solve problems that others cannot. We strive to give our clients unparalleled access to extraordinary information that exceeds their expectations. Maximizing efficiency, economy, and effectiveness requires more than a server and a software license. It requires true expertise. iDS has that expertise.

Clients love our passion for what we do, and our ability to innovate solutions. When we deliver our services, it is not simply from the mindset of executing on specific tasks. It is also done from the perspective of how this can improve our client’s situation and help further their success.