All times below for the listed sessions are Mountain Time.

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Day 1

8:00AM - 10:00AM

Networking event with collegues in Denver. Meet with speakers and leaders in our space. 

Breakfast is the first meal taken after rising from a night's sleep, most often eaten in the early morning before undertaking the day's work. The Old English word for dinner, disner, means to break a fast, and was the first meal eaten in the day until its meaning shifted in the mid-13th century.[1] It was not until the 15th century that “breakfast” came into use in written English to describe a morning meal,[2]:6 which literally means to break the fasting period of the prior night; in Old English the term was morgenmete meaning "morning meal."[3]

Hosted by:

COALSP was officially formed in July of 2005 by a group of litigation support professionals sharing a common interest in development and progression of the litigation support profession. Originally named COALSM (Colorado Association of Litigation Support Managers), the association changed its name in June, 2009 to keep pace with the growing litigation support industry and to more accurately mirror the make up of its membership. COALSP is based in Denver, Colorado.  Membership is available to all individuals who meet the membership criteria defined in the COALSP Bylaws. COALSP holds monthly “Lunch & Learn” meetings for educational benefit to the membership with regard to topics relevant to the litigation support profession.

10:00AM - 11:00AM

Two topics that are often overlooked in discussions of eDiscovery are strategy and advocacy.  Too often practitioners get caught up in the nuts and bolts of eDiscovery, discovering only in retrospect that much of the effort was wasted given the case’s final result.  And have you ever read a brief or heard oral argument about an eDiscovery issue?  They are more annoying and less persuasive than when the same lawyer argues on other topics.  So, what strategic choices should be made to best set up clients not only for streamlined case management but also to win the case (or get significant settlement leverage)?  How can we be persuasive to a judge or jury when talking about complex electronic data?  The panel will discuss ways in which you can tie eDiscovery strategy to trial strategy and also how to be a compelling advocate in the eDiscovery space. 

11:15AM - 12:15PM

The acceleration of data creation in today's business world coupled with the requirement to understand, manage, and act on information throughout its lifecycle presents a challenge to information governance and legal discovery professionals seeking to balance process, products, and outcomes. This panel and presentation led by eDiscovery Daily Blog author and eDiscovery expert Doug Austin will provide attendees with an overview of data discovery and legal discovery and help them frame the lifecycle of data through the lens of data and legal discovery objectives, tasks, and tools.   Panel Highlights Include:   The Objectives of Data Discovery and Legal Discovery A Framework for Approaching Discovery  The Difference Between Insight and Intelligence Considering Data from the Point of Creation to Collection Considering Data from Collection Through Defensible Disposition Tasks and Tools For Effective Discovery From Manual Management to Automated Approaches Reprise: A Holistic Approach to Discovery

12:30PM - 1:30AM

Honorable Craig B. Shaffe-U.S. Magistrate Judge, District of Colorado, Denver, CO

Judge Shaffer became a Magistrate Judge for the District of Colorado in 2001. Prior to being appointed to the Bench, Judge Shaffer was in private practice with the firms of Moye, Giles, O’Keefe, Vermeire & Gorrell, and with Dufford & Brown, where his practice focused on litigation, both civil and criminal, with particular emphasis in the areas of environmental law, criminal law and complex commercial litigation. From 1983-1991, Judge Shaffer served in the United States Department of Justice, first with the Civil Rights Division and then in the Environment and Natural Resources Division. He began his legal career with the Navy Legal Services Office in Naples, Italy, and then as a Senior Commissioner, Navy-Marine Corps Court of Military Review. Judge Shaffer is a member of the Advisory Board of The Sedona Conference® and a contributor to Thomson-Reuter’s recent publication, E-Discovery for Corporate Counsel.

1:45PM - 2:45PM

This panel will discuss forces that are changing how corporations and law firms approach ediscovery. Learn how to become a master of your data with practical ways to leverage technology so that you can focus on what’s most essential to accomplish your goals. The panelists will cover the best strategies and techniques to help you improve your processes.


With more corporations making vendor choices, more data moving to the cloud, and rising security issues and concerns, this will be a lively and informative conversation. Add to that the good and the bad that comes with artificial intelligence, and you’ll walk away ready to tackle your biggest ediscovery challenges.


1. Cloud trends


How corporations are using cloud and making important decisions regarding its use

Services moving to the cloud

Collaboration tools

Microsoft Office 365 

What trends are emerging? Are you taking cloud data on-premises or trying to use cloud more? 

Concerns about the cloud 


2. Security


Law firm perspective - distinguish yourself with great security

Developing processes that will be followed

Client data and best practices 

Cloud vendor components -- what’s the weakest link? How to vet vendors?

Information governance

Working with IT and legal

Vendor perspective

Certifications, audits, penetration tests, different rules in different geographies

Corporate perspective

How do law firms manage data, especially in-house


3. Artificial intelligence


The fifty-thousand foot view

Ethical issues - attorney’s duties, how do you supervise a machine?

How’s AI disrupting legal - what’s the future look like?

Human expertise combined with AI in legal

Should law firms and vendors consider using AI as a matter of course

3:00PM - 4:00PM

Case Management means applying rules (either automatically or manually) to documents to ensure that they recognize their relationship with one another, as well as with the people who use them and any associated business processes. Law departments have a plethora of information available to them about their legal matters and the costs associated with them, but few make maximum use of this information.


This Panel will discuss:

How analytics and case intelligence can help law departments make more informed decisions regarding counsel selection, billing rates, and discovery. This panel will explore creative ways analytics can be used to assist with early case assessment, litigation strategy while allowing counsel to better focus on developing the legal case. This panel will also discuss case intelligence for case data disposition. What is case information and how is it relevant to the organization? How to keep and manage it? How to defensibly dispose of it? Attend this session to learn more how to maximize your case via case intelligence and best practices around case management. 

4:15PM - 5:15PM

For most creating or updating a record retention schedule is a boring, “check the box” task.  Few realize, however, that the design and development of your schedule can have a tremendous impact on downstream efforts to effectively manage electronic information for eDiscovery, compliance, intellectual property, privacy and employee productivity.  Old-fashioned, super-detailed, paper-record-borne schedules that are poorly designed and difficult to use can hobble efforts to manage electronic information.  Newer, smarter approaches to records retention schedule development not only drive compliance, but  also enable other parts of an  Information Governance program and build consensus on what to retain.  Get it right and a schedule can be a boon for a larger Information Governance strategy.   Get it wrong and the lowly schedule can bring a program to a halt. Join us for a lively discussion on this deceptively boring topic.

4:20PM - 6:00PM

The NATIV Biergarten, our on-site restaurant and bar features a 20-tap, self-pour, Colorado Craft beer wall and an array of delectable bites from renowned kitchen artist and celebrity chef, Aaron May.  Once you’ve decided which one of our seasonal brews to try first we’re certain you’ll be compelled to stay until you’ve tried them all.  If you don’t fancy suds, our relaxed yet trendy atmosphere with it’s unique reclaimed wood and steel design elements is the perfect combination to our draft wine or signature cocktail selection.

Hosted by

Robert Chuey

Co-Founder & Managing Partner

Robert Chuey is an eDiscovery industry veteran who brings a consultative approach to every engagement with a goal of aiding LSP’s clients in maximizing benefit and reducing cost. Robert has consulted on eDiscovery projects for large international law firms, pharmaceutical companies, international franchisors and major product and services corporations.

With a three decade track record of sales leadership and service Robert’s goal is to ensure every client experiences unmatched, direct hands-on service. His unique ability to anticipate the needs of his clients to meet the demanding objectives of the litigation support industry provides a keen advantage for LSP Data Solutions clients.

Robert was originally from the Midwest before moving to the East Coast and is now a resident of Washington, DC where he enjoys following college basketball, working on his golf game and socializing with friends and family.