From the CDS Knowledge Base

Case studies:

Real world best practices

CDS - Relativity® Assisted Review

Highlights CDS' expertise and approach with Relativity Assisted Review for a large financial services company

Using Relativity Assisted Review to Identify Privileged Documents

Learn how CDS' experts used Relativity Assisted Review (RAR) to quickly and accurately identify privileged documents within a large data set.

Predictive Coding at Work

Illustrates how predictive coding can help dramatically reduce time and costs.


Guides and practical overviews

Get Serious About eDiscovery

CDS' experts share practical, real world tips and tricks on how firms can improve their eDiscovery efforts.

10 Tips for Planning eDiscovery

Practical steps and considerations for approaching the discovery process

The Basics: What is eDiscovery? A Primer

A clean and simple explanation of eDiscovery. Click through to read the article.

52 Terms You Should Know about eDiscovery

Do you ever feel eDiscovery has its own language? Click through to read the article.



Recent clips


Live and recorded information sessions

Women in Legal Ops & Tech: Integrating DEI into Your Growth Strategy

How do you create a culture that thrives on diversity? Are there effective operational initiatives and metrics-focused practices that measure progress? How can employees be supportive and inclusive? We had an in-depth conversation about these challenges and more with women leaders from across the eDiscovery spectrum.

Global Data Privacy Update: GDPR Walks the Walk

Since GDPR went live in 2018, we have seen its far-reaching implications. At the same time, the pandemic has transformed the way people communicate and share information, creating a new set of data privacy challenges. What have we learned, and where are privacy standards heading? Jonathan Armstrong joined us to discuss the latest developments in GDPR review, regulation and enforcement.

Cybersecurity Now: Preparedness, Protection and Resolution

From ransomware attacks to consumer data breaches, cybersecurity has everyone’s attention. Learn how top infosec professionals are adapting to the changing environment, guarding against attacks and addressing breaches. And critically, how should counsel, IT, IS and others work together now to ensure the best possible outcomes?

Women in Legal Ops & Tech: Adjusting to a New Workplace “Normal”

As the U.S. looks to transition back to "business as usual" in Fall 2021, professional women are recognizing that the benefits of remote work may not be sustainable, and women as a whole have suffered significant setbacks. Beth Clutterbuck, CHRO of Relativity and Sasha Yablonovsky, President of CareerBuilder offer in-depth insights on how women in eDiscovery can influence and shape the new "normal".

New Frontiers in Legal AI

The market for Legal AI is evolving quickly as the use cases for Legal AI expand. In this webinar, Elise Tropiano of Relativity and Omar Haroun of Text IQ will look at where analytics and AI are headed in the legal space. Hear insights into the latest technology, practical tips, and expert advice that will help you plot the next steps in your AI journey.

CDS Convert 2.0: Keeping Pace with Short Message Data

Our short message data expert discusses lessons learned and emerging challenges in eDiscovery collection, processing and review of data from platforms like Teams, Slack, and Jira. They also provided an update on CDS Convert and Relativity Short Message Format (RSMF) and reviewed the latest legal and tech developments shaping the conversion landscape.

Crate Digging: Finding Relevant Materials in a Universe of Accessible Cloud Backup

Our panelists discuss the challenges and benefits of accessing cloud backups. What data types find their way to cloud backup environments, and what can you do with the data once you've got it? How are parties addressing access in meet-and-confer negotiations? Will proportionality be a factor in the decision to move to cloud storage?

Seeing is Believing: Why Visualizations Matter in eDiscovery

Document reviews are challenged with time and cost constraints in the face of massive document collections, ever changing data formats, and complex communication threads. Visualizations let the data tell the story. Learn how using collaborative analytics, you can drive smarter workflows, more efficient classification and better QC so you can meet deadlines and stay on budget.

Women in Legal Ops and Tech: Taking Initiative and Setting Your Own Course

Maintaining visibility and advancing your career objectives can be challenging any day, even more so when everyone is working remotely. Our panel discusses real-world examples of women taking control of their professional trajectory by launching new initiatives, developing mentor/mentee relationships, accessing/establishing training programs, and networking in a digital world.

Women in Legal Ops and Tech in 2020: Change, Possibilities and Finding Balance

This summer, we started a conversation with a group of women leaders in legal operations and technology to discuss how the pandemic had impacted office culture, career trajectories and gender dynamics. The panel caught up at the end of the year to discuss lessons learned through the unique 2020 challenges of managing remotely, staying visible, setting boundaries and finding balance.

Life After Privacy Shield

In July 2020, the Court of Justice of the European Union (CJEU) issued its judgment in the Schrems II case, revamping the rules on global data privacy in the midst of Brexit negotiations and a global pandemic. Several months later, CDS' Chris O'Connor and Jonathan Armstrong, Partner at Cordery looked at where things stand, what's on the horizon, and how businesses can stay in compliance with the Court's ruling.

Relativity Fest 2020 Recap

After every Relativity Fest, we like to take a moment to recap what was interesting, new and innovative in eDiscovery and beyond. In light of all the changes that 2020 brought to RelFest, we invited Anna Siroonian and Rene Laurens from Relativity to join CDS’ Chris O’Connor, Mark Anderson and Sue-Deelia Tang and add their perspective.

Women in Legal Operations and Technology: Shaping the Future of Work

The coronavirus pandemic has profoundly impacted office culture, career trajectories, and the future of work. With the push for social change on the rise, we decided it was a good time to take stock of how recent developments have impacted the advancement of women in the field of legal operations and technology. Moderator Michele Kell, Director, Enterprise Operations, CDS guided the discussion between women leaders from law firms and service providers.

Navigating Documentation in the LIBOR Transition

Organizations face a daunting task to examine, renegotiate and redocument any contracts containing LIBOR-based language or instruments before LIBOR expires, December 31, 2021. Charile Connor, CDO of Heretik, Chris O'Connor and Bill Belt of CDS discuss how to perform a strategic overhaul of affected contracts, streamline the revision process, and the consequences of failing to adapt.

The New Face of Relativity: How Aero UI Will Transform Document Management

Kyle Disterheft, Group Product Manager at Relativity and Chris O'Connor of CDS provide an advance look at Aero UI, Relativity’s next generation user interface. Available August 2020 in RelativityOne, Aero UI features updated page styling, a new document viewer, redesigned page navigation, and more, benefiting both new users and the most serious ediscovery administrators.

What Have You Done for Me Lately? Examining Your Vendor Relationships

After months of business and workforce upheaval, now is a good time for companies and law firms to review their service provider relationships. Chris O'Connor, Michele Kell, Jacqlyn Joyner, and Bill Belt of CDS discuss how to evaluate your vendor needs and set expectations, and what to do if you and your service provider aren't on the same page.

Protecting Data Privacy in a Pandemic: New Considerations Under GDPR

How has GDPR compliance been affected by the COVID-19 pandemic, and what can we expect in future? What privacy issues have been created due to new work-from-home arrangements and workforce reductions? How has the global response affected data review and export? We discuss these questions and more with Jonathan Armstrong, Partner at Cordery.

Making the Most of RSMF with CDS Convert and RelativityOne

In the age of COVID-19, the business need for chat and collaboration platforms has grown exponentially. These non-standard formats present challenges for ediscovery data processing and review. Mark Anderson, Director of UK Operations at CDS, provides an overview of data types and how CDS Convert and the Relativity Short Message Format (RSMF) help you effectively review this data.

Your eDiscovery Toolbox: Analytics Beyond TAR and CAL

Analytics can dramatically improve the accuracy, efficiency and quality of document reviews, but sometimes old habits die hard. Where can you be getting more out of the tools you're already using? What simple tricks can move the ball farther, faster? Dan Diette, Esq., Data Scientist and Chris O'Connor, Director of eDiscovery Strategy at CDS discuss use cases for tools and functionality that might not be on your radar.

Collections in the Time of Social Distancing

As businesses and law firms find a way to move forward in the age of COVID-19, it's necessary to find ways to adapt the processes and protocols around eDiscovery and data management. Lou Cona, Director of Forensics and Chris O'Connor, Director of eDiscovery Strategy, CDS discuss how data collection from a wide variety of formats can still be accomplished in a way that keeps the data and people involved both safe and secure.

Continuity, Security and Case Development: Document Review in an Uncertain Time

To be productive and operational in the age of COVID-19, companies and law firms are reimagining how to maintain business and project continuity. Steve Wang, Director of Managed Review and Chris O'Connor, Director of eDiscovery Strategy at CDS discuss document review strategies for uncertain times, including addressing workflow challenges and using technology. They also share how CDS' Secure, Socially Distanced Review solution provides reviewers. with remote access to keep eDiscovery on schedule.

Force Majeure: What Do Your Contracts Say?

Force majeure clauses, often considered boilerplate contract language, are suddenly in the spotlight due to the COVID-19 pandemic. In the coming weeks and months, many contract obligations are likely to default, and all parties need to understand this legal concept and how it affects their duty to perform on a contract. Steve Wang, Director of Managed Review and Chris O'Connor, Director of eDiscovery Strategy at CDS discuss the legal/practical aspects of force majeure clauses, and how to establish litigation readiness.

Beyond the Rules: Crafting Discovery Protocol

In this ACEDS webinar, James Bekier from BakerHostetler, and Konstantin Medvedovsky from Dechert LLP join Chris O’Connor, Director of eDiscovery Strategy and Dan Diette, Esq., Data Scientist at CDS to discuss some of the ways legal professionals can develop standards around ESI. Topics discussed: Setting the standard; Working with local courts; Key points for negotiation; Flexible strategies; Addressing privilege, confidentiality, and preservation.

Mobile Devices and eDiscovery

In this ACEDS webinar, Kevin Treuberg, Director of Forensic Services at CDS, educates attendees on the identification, collection, and review of data from mobile device sources. Topics covered include: ensuring thorough collections; Converting data to a reviewable format; Providing information in a forensically sound format; Addressing challenges.

Cybersecurity for M&A Data

Matthew F. Knouff, eDiscovery Counsel at CDS, moderated a discussion between panelists Jaime Skinner, Caterpillar, Jay Kramer, FBI; Rani A. Habash, Dechert LLP; and Brad Janssen, Director of Advisory Services at CDS. Topics included: Impact of cybersecurity on business objectives, regulatory profile, and valuation model; Dealing with privacy policies and notices; Evaluating security controls of an acquisition target; Conducting cybersecurity due diligence; Post-closing and integration cybersecurity concerns.

Beyond Reputation and Risk Management - The Bottom Line Impact of a Data Breach

With more than 1 billion private records illegally accessed in a single year, what is the true impact of these kinds of breaches, and what can be done from an information governance perspective to mitigate these risks? The panelists at this DRI Webinar, sponsored by CDS, discussed these challenges: Matt Knouff, eDiscovery Counsel at CDS; Ariana Tadler, Milberg LLP; Scott Larson, Larson Security.