
Author: Michael D. Berman
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An “ESI Protocol” is Not a Rule 26(f) “Discovery Plan”
The Federal Rules mandate a discovery plan under Rule 26(f), but not an ESI Protocol. Understanding this difference is critical for defensible and compliant discovery practices.
How Much Attention Does a Big Case Deserve?
Using Lively v. Wayfarer Studios as a case study, this post examines how major lawsuits strain already overburdened federal judicial caseloads.
“Birth Video” Discovery Dispute in Lively v. Wayfarer Studios/Baldoni
Blake Lively wins partial motion over discovery of birth video footage in her lawsuit against Wayfarer Studios. The court orders production but denies sanctions.
“[S]ometimes the Court’s job is to declare that perfection isn’t worth it.”
In Hughes v. Apple, the court upheld restrained redactions of irrelevant medical data in a class action over AirTag stalking, rejecting Apple’s demand for exhaustive detail as disproportionate and privacy-invasive.
“Just When You Thought It Was Safe to Go Back Into the Water,” A.I. Hallucinates Metadata
Generative AI doesn’t just invent facts in text; it can hallucinate metadata too. A recent Law360 article warns legal professionals about the hidden risk of AI-altered fields like author, timestamps, and even hash values. This...
Discovery Milestones Are Not a “Blank Check”
A producing party’s vague assurances to provide discovery documents “later” were found meaningless by the court in Estate of Wright v. County of Stanislaus. The case underscores that discovery deadlines are binding, not flexible guidelines,...
Did the 2015 Deletion of “Not Reasonably Calculated” From Rule 26(b)(1) Change the Scope of Discovery?
Did deleting “reasonably calculated” from Rule 26(b)(1) change the scope of discovery? A 2025 case clarifies the amendment’s intent and impact.
No Milestone Was Established in the ESI Protocol = No Milestone Existed
In Glaxosmithkline v. Pfizer, the Special Master denied a motion to compel, holding that no deadline existed for proposing additional search terms since the ESI Protocol set no milestone.
Does a Subject-Matter Waiver “Snowball” Into a Wholesale Waiver of Privilege Under a “Newfangled Theory”?
In U.S. v. Jones, the court rejected both overly broad and narrow interpretations of privilege waiver and explicitly denied the government’s “cumulative waiver” theory as contrary to Federal Rule of Evidence 502.
Document Correlation
A federal court finds that producing ESI with proper metadata may fulfill Rule 34(b)(2)(E)(i) requirements, eliminating the need for document correlation in many cases.
Attorneys Sanctioned for Social Media Research on Prospective Jurors
A federal court sanctioned attorneys $10K for violating a standing order against LinkedIn research on jurors, sparking debate over privacy, ethics, and the evolving “duty to Google” in jury selection.
Order Prohibiting Upload of Confidential Discovery Documents to Artificial Intelligence (“AI”)
A federal court barred uploading confidential discovery materials to AI, raising key eDiscovery and confidentiality issues for future Rule 26(f) discussions.
