Helping Minds Meet: Talking TAR at the Meet-and-Confer – New Tools, New Conversations

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Sponsored by H5


Judges increasingly expect counsel to discuss electronic information and TAR in the meet-and-confer.  These topics raise issues ranging from data volume and characteristics to choice of technology to the role of special expertise.  A meet-and-confer that accounts for these issues will maximize counsel’s opportunities to bring down costs while protecting their client’s interests.  Conversely, gaps in preparation may lead to missing information or unnecessary costs.  Moreover, as the Rules of Professional Conduct increasingly highlight the importance of technological competence, being well-prepared has heightened importance.

This webinar will address how counsel’s approach to the meet-and-confer may benefit from information about the data of their client and the opposing client.  It will discuss what counsel may need to share about their chosen technological methods and what they may want to ask to obtain the ultimate production that is needed.  Finally, the webinar will consider the specialized expertise that lays the foundation for an effective meet-and-confer addressing electronic information.

Educational Objectives:
•Understanding the data/issues counsel must deal with (on both sides) going into the meet-and-confer
•Importance of bringing the proper competencies in support of your position, including the interaction with experts who might play a role
•Importance of cooperation, collaboration, transparency, and ethical considerations
•Importance of knowing what you want to accomplish and having a workable plan of action

Who would benefit most from attending this program?
This webinar will benefit litigators and legal practitioners, both in-house and outside counsel, involved in matters where electronic discovery concerns and document review methodologies need to be understood and addressed/negotiated with adversaries.



Ms. Christine Payne is a litigation partner in Kirkland’s Chicago office.  Her practice is principally concentrated in the areas of commercial litigation and products liability litigation.  She also counsels clients with regard to complex electronic discovery as well as ongoing or anticipated governmental investigations.

Ms. Payne is admitted to practice in Illinois and Texas.  She earned her J.D., with honors, from the University of Texas School of Law and her B.A., magna cum laude, from the University of Colorado at Boulder.


Dr. Bruce Hedin is Principal Scientist at H5, where his responsibilities include the design and oversight of the sampling and measurement protocols by which H5 validates the quality of its results.  He frequently supports counsel engaged in the meet-and-confer process with his expertise and perspective.  Dr. Hedin is a frequent writer and speaker on the role of sampling and measurement in e-Discovery in order to advance the legal and the scientific communities’ understanding of how the science of information retrieval can contribute to meeting the challenges of legal discovery.

Dr. Hedin earned his Ph.D. from Stanford University and his B.A. from Cornell University.


Ms. Julia Brickell is executive managing director and general counsel of H5, where she oversees the legal, corporate governance, and compliance issues of the company and advises on corporate strategy.  She is a frequent lecturer on the use of technology to address the strategic challenges posted by the explosion of electronically stored information and ethics in the use of technology in electronic discovery.  She is on the board of Lawyers for Civil Justice and on the faculty of Columbia University’s Executive Master of Science in Technology Management program.


Ms. Brickell is admitted to practice in New York.  She earned her J.D. from the Columbia University School of Law and her B.A. from Smith College.