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A Refresh of the Annotated ESI Protocol

May 5, 2026

Craig Ball introduces the 2026 revision of the Annotated ESI Protocol, addressing modern attachments, collaboration data, mobile collection, and generative AI in eDiscovery workflows.

AI, Blog Articles, In the News, knowledge, Metadata, Recent News, Technology
Craig Ball

Where Oh Where Did My Data Go? A Data Broker?

April 15, 2026

A federal court dismissed claims against Acxiom, but the case raises urgent questions about data brokers, profiling, and the limits of privacy law.

Blog Articles, Case Law, In the News, Internet Regulation, Metadata, Recent News, Technology
Michael D. Berman

What People Want to Know About AI: Top 10 Curiosity Index

March 16, 2026

Not finding a poll on what people actually want to know about AI, Ralph Losey tasked Gemini 3.1 Pro to find out. It responded with the Top 10 Curiosity Index, with how AI thinks, job...

AI, AI Instruction, Bard/Gemini, LLM, Metadata, Uncategorized
Ralph Losey

ESI Protocol Disputes Were Resolved by Court

January 29, 2026

The court in In Re: GoodRX settled several ESI protocol disputes, rejecting automatic relevance of confidential documents and limiting redactions. It also enforced cooperation in discovery processes and ordered privilege logs for redacted materials.

Blog Articles, Case Law, In the News, Metadata, Recent News, Rules
Michael D. Berman

A Privilege Log Can Be Admissible Evidence

January 20, 2026

A new ruling in Carefirst v. Johnson & Johnson affirms that privilege logs may be admissible evidence when specific metadata is used with proper foundation.

Blog Articles, Case Law, In the News, Metadata, Recent News
Michael D. Berman

Media Reports “Dr. Phil accused of deleting incriminating texts amid bankruptcy filing….”; Accusation is Disputed

January 9, 2026

Dr. Phil faces allegations of deleting incriminating texts during a bankruptcy proceeding, according to media reports. The accusation is contested, with an appeal expected.

Blog Articles, In the News, Metadata, Recent News, Rules
Michael D. Berman

Request for “The Jim Folder” Deemed Unambiguous; But Some Folder Names Were Privileged

January 6, 2026

A court found Allen’s refusal to produce “The Jim Folder” absurd, while upholding privilege for certain user-created metadata. The case highlights how clarity in discovery requests and context in metadata disputes can drive litigation outcomes.

Blog Articles, Case Law, In the News, Metadata, Recent News, Rules, Technology
Michael D. Berman

Your Policy, Your Problem: Company Policies Often Define the Limits of Employee Privacy

December 18, 2025

As personal and professional use of devices intertwine, recent rulings show courts leaning heavily on employer policies to define employee privacy rights. The Yu Yu Lim case underscores how vague or permissive policies can create...

Blog Articles, Case Law, In the News, Lawyers Duties, Metadata, Recent News, Rules, Technology
Marris Hoffee, Michael D. Berman

Motion to Compel Production of Native Files Denied

December 4, 2025

In Legault v. Costco, the court denied a motion to compel native file production, citing IT security risks and a lack of protective order agreement between the parties.

Blog Articles, Case Law, In the News, Metadata, Recent News, Technology
Michael D. Berman

Document Correlation

November 4, 2025

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.

Blog Articles, Case Law, In the News, Metadata, Recent News, Rules
Michael D. Berman

In an Asset Sale, Don’t Sell the Server That Holds Privileged Communications

October 21, 2025

A recent decision in Jim Daws Trucking v. Daws, Inc. underscores how selling a server with privileged emails can waive attorney-client privilege—raising red flags for information governance and asset purchase practices.

Blog Articles, Case Law, In the News, Lawyers Duties, Metadata, Recent News, Technology
Michael D. Berman

Crushing the Marathon (Without Running in it): A Lesson in Digital Evidence Verification

October 15, 2025

A humorous photo-op becomes a powerful reminder that pictures and timestamps aren’t always trustworthy. Discover best practices for validating digital evidence in forensic and legal settings.

AI, Blog Articles, How-To Guides, In the News, knowledge, Metadata, Recent News, Technology
George Swoyer III, Esq.
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With deep sadness, we share the loss of Kaylee Walstad, Chief Strategy Officer of EDRM and an extraordinary advocate, mentor, and friend to so many in the eDiscovery and legal technology community. Kaylee’s generosity, encouragement, and compassion touched countless lives, and her legacy lives on in the people and organizations she lifted.

To honor Kaylee’s remarkable life and lasting contributions, we invite you to share your own memories, reflections, and images. Your tributes will help celebrate the joy she brought to others and the light she shared so freely with everyone she encountered.

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