Daniel Garrie, Esq.
eDiscovery, Special Master, FSRDG
Daniel Garrie, Esq. is a seasoned E-Discovery Special Master retained for complex high stakes cases nationwide in both federal
and state courts in cases involving claims up to $500 million. Mr. Garrie has also acted as Discovery Referee in disputes
worldwide arising out of employment termination; failed merger and patent licensing issues; valuation disputes involving
software and internet technology companies ranging from $500,000 to $25 million.
Mr. Garrie has served as an Electronically Stored Information Liaison, Neutral and Expert for the L.A. Superior Courts, 2nd Circuit,
3rd Circuit, 7th Circuit, New York Supreme Court, andDelaware Supreme Court. He is the Managing Partner at Law & Forensics, a
boutique e-Discovery consulting firm. Mr. Garrie also serves as general counsel to Pulse Advisory, a venture development group,
and is the chair of Alternative Resolution Center’s (ARC) E-Discovery and Forensic Panel.
Mr. Garrie is a member of the Board of Governors for the Organization of Legal Professionals, the editorial board of the Beijing Law
Review, Sedona Conference WG 1: Electronic Document Retention & Production, and Sedona Conference WG 6: International
Electronic Information Management, Discovery and Disclosure. Mr. Garrie is Editor-in-Chief of the Journal of Legal Technology
Risk Management and the Journal of Law and Cyber Warfare. Mr. Garrie is admitted to practice law in New York, New Jersey and
Founder, Granat Legal Services
Richard S. Granat is the Founder/CEO of DirectLaw, Inc., a virtual law firm platform provider to solos and small law firms. and
Co-Director of the Center for Law Practice Technology, Inc. He also serves as Co-Chair of the eLawyering Task Force of the
American Bar Association’s Law Practice Management Section and the ABA’s Standing Committee on the Delivery of Legal
Services of the ABA . He is Fellow in the College of Law Practice Management.
Previously he was The President and Dean of the Philadelphia Institute for Paralegal Training, the first paralegal school in the
US, where he developed the first training courses in automated litigation support and paralegal management. He provided early
support to the Legal Assistant Management Association which subsequently became the International Paralegal Management
Association. He was also President of Automated Legal Systems, Inc., the developer of one the first automated litigation support
programs. Richard is a recognized expert on the intersection of the Internet and the delivery of online legal services. Richard
was named a "Legal Rebel" by the American Bar Association Journal in 2009, was awarded the Louis M. Brown Lifetime
Achievement Award for Innovation in the Delivery of Legal Services in 2010, and the ABA’s James I Keane Memorial Award in
for Excellence in eLawyering in 2013. Richard is a graduate of Columbia University School of Law (J.D.), the University of
Pennsylvania (M.S in Organizational Development) and Lehigh University (B.A.).
Partner, Schnader Harrison Segal & Lewis LLP
Tom Gricks is a partner in the Litigation Services Department of Schnader Harrison Segal & Lewis LLP, and Chair of the Firm’s
e-Discovery Practice Group, as well as managing the Firm’s Litigation Support Department. As such, he is directly involved in
the creation and organization of internal e-Discovery databases. He is also an approved e-Discovery Special Master for the
United States District Court for the Western District of Pennsylvania. His practice focuses on complex commercial litigation
matters, implicating all aspects of e-Discovery, from litigation hold procedures, through collection, processing, culling, review
He has personally used and overseen the application of predictive coding to e-Discovery projects exceeding eight terabytes of
data, and he has counseled clients on the selection of e-Discovery vendors for both predictive coding and analytical review.
He speaks and writes frequently on e‑Discovery issues, and was responsible for arguing the Global Aerospace case, obtaining
the first order in the country authorizing the use of predictive coding over the objection of the opposing party.
Nick Hariton, Esq.
Managing Director & Counsel, Imaging Presentation Partners
Nicholas T. Hariton has been the Managing Director & Counsel of Imaging Presentation Partners since 1994. With more than a
decade of experience as a Trial Consultant, he is a well-respected leader in the field. Coming from O’Melveny & Myers, LLP,
where he served as a bank-side LBO lawyer in the Bank and Financial Institutions Group, Mr. Hariton formed Imaging Presentation
Partners in 1994.
Mr. Hariton began his Trial Consulting career with the first successful litigation against Microsoft Corporation (Stac Electronics
v. Microsoft Corporation) and has assisted Exxon Mobil in its successful Municipality Diverted Service trial in Anchorage, Alaska.
He has crafted "juror friendly" trial presentations for hudnreds of Trial Teams throughout the country. He is a well-respected
speaker and on the Advisory Committee of the ABA.
Sara Hook, M.L.S, M.B.A., J.D.
Sara Anne Hook is Professor of Informatics at the IU School of Informatics at IUPUI, where she has developed a suite of courses
for an online undergraduate certificate in legal informatics. She has also taught courses as Adjunct Professor of Law at the Robert
H. McKinney School of Law, Indiana University, and Adjunct Professor of American Studies, School of Liberal Arts, IUPUI.
Professor Hook was admitted to the Indiana bar in 1994 and to the Supreme Court of the United States in 2012. Formerly, she
was a librarian at the Indiana University School of Dentistry (1983-1999) and Associate Dean of the Faculties for IUPUI
Professor Hook is a member of the American Intellectual Property Law Association, the Indiana State Bar Association, the
International Legal Technology Association (ILTA) and the American Association for State and Local History. She is on the
Editorial Boards for the AIPLA Quarterly Journal and Res Gestae, a member of the Advisory Committee for the International
Legal Technology Standards Organization (ILTSO).
Dominic Jaar, Esq.
National Leader, Information Management and E-Discovery at KPMG
Dominic is a partner in KPMG’s Forensic Practice, focusing on supporting legal departments, mainly from an Information
Management (IM) and eDiscovery (EDD) standpoint, as well as providing thought leadership to improve their management.
Dominic teaches e‑commerce and Internet law at the University of Montreal and is a guest speaker on legal technology,
information management and e-discovery at different North American universities and international conferences. He has
recently been recognized for the second year as one of Canada’s leading lawyer in e-Commerce and Internet Law.
Dominic was involved in the development of many international standards and best practices regarding IM, EDD as well
as law and technology. He has supported a number of multinational organizations in the assessment of their IM and EDD
capacity, in the development and implementation of IM and EDD strategy, policy and technology, and in-sourcing all
phases of the Electronic Discovery Reference Model. He also worked with legal departments and law firms to improve
their management, leverage technology and improve efficiency and productivity.
Director of Technology at Cohen & Grigsby, P.C.
David Kearney is a technology and e-Discovery professional with more than 15 years of experience managing technical staff
throughout the U.S.and recommending, implementing, and managing hardware, software and workflow solutions and more than
10 years of experience in the litigation support arena, including E-Discovery and project management. David has implemented,
managed, and supported a litigation review platform for a global law firm, worked for a large service provider/vendor of legal
solutions, and currently advises on e-Discovery & litigation support processes as part of his overall responsibilities.
David has earned multiple industry certifications, including the Project Management Professional and Certified Electronic
Discovery Specialist. David has authored articles on e-Discovery project management practices, forensics, cost-shifting and
electronic discovery in healthcare, as well as being quoted in numerous articles related to electronic discovery. Additionally, David
has spoken on various e-Discovery topics including collections, processing, best practices, e-Discovery and FOIA, and e-Discovery
education. David has also instructed on numerous e-Discovery topics, including information management, preservation,
collections, processing, review, analysis, and production.
Consultant, Granite Legal Systems
Mr. Kiker’s strong technical background, extensive business process experience, and over eighteen years of complex litigation
experience combine to make him uniquely qualified to offer business process and legal advice to clients dealing with information
governance and electronic discovery challenges. Mr. Kiker works with corporations and government agencies to facilitate and
improve information management and discovery response capabilities, including the development and ratification of internal and
external business and legal processes.
He focuses on bringing together in-house counsel, information technology professionals, records and information management
professionals, and business personnel to develop defensible, practical, and cost-effective business solutions to information
governance and e-discovery challenges. Mr. Kiker also works with corporations to develop and implement cost-effective, defensible
strategies in response to current demands for discovery, both paper and electronic.
Managing Shareholder, Baker Donelson (Georgia Offices)
Linda A. Klein is managing shareholder in the Firm's Georgia offices and a member of the Firm's Board of Directors. She is
the Chair of the ABA House of Delegates for the 2010 – 2012 term. Her practice includes most types of business dispute
resolution, including contract law, construction law, fidelity and surety law, employment law and professional liability. In 1998,
Georgia Trend Magazine named her one of the 100 most powerful and influential Georgians. Atlanta Magazine has named her
a Georgia Super Lawyer and one of the Top 50 Women Lawyers in Georgia annually since 2004. In 2010 and 2011, she was
named by Georgia Trend Magazine as one of Georgia's Legal Elite. In 2004 the American Bar Association honored Ms. Klein
with the prestigious Margaret Brent Achievement Award. In June 1997,
Ms. Klein became the first woman to serve as President of the State Bar of Georgia. She served as Chair of the Tort Trial and
Insurance Practice Section of the American Bar Association from 2003 to 2004. She is a Past Chair of the Committee on Rules
and Calendar of the House of Delegates of the American Bar Association and Chair of the Association's Coalition for Justice.
Founder, Lassiter Law Firm
Mark Lassiter is a lawyer, an author, a resolutionary, a legal technologist, a legal project manager, a consultant, a teacher
and an entrepreneur. He is an AV® Preeminent Rated lawyer, one of Arizona’s Finest Lawyers™ and among the Best of
Arizona Attorneys - Alternative Dispute Resolution in Ranking Arizona™. He is the founder of The Lassiter Law Firm in Tempe
(Phoenix area), Arizona, where he practices in the areas of Alternative Dispute Resolution (“ADR”), business, real estate and
Mr. Lassiter is an expert in Computer Aided Evidence Presentation and Case Management, chairs the Cloud Computing
and Law Practice Management Subcommittee of the Technology Committee of the State Bar of Arizona, and is a member
of the Law Practice Management Section and the Legal Project Management Task Force of the Mergers & Acquisitions
Section of the American Bar Association (“ABA”). He is also the founder of various legal technology and support companies,
including CloudCounsel™ and Lex Projex™.
Practice Support Counsel at Epstein, Becker & Green P.C.
A founder and first president of the National Association of Litigation Support Managers (NALSM), Mr. Lief has significant
experience as both a practicing attorney and a scientific programmer. Mr. Lief has served in a wide variety of legal/technology
editorial and speaking capacities. Most recently, he was the founder and consulting editor for AmLawTech magazine,
a publication of American Lawyer Media.
In addition, Mr. Lief has served as editor-in-chief of the Legal Tech Newsletter and was the founding editor-in-chief of Law
Technology Product News magazine. He has been an advisor to the American Business Journal's legal industry "Management
and Technology" television series and was a pioneer of the small firm, solo practice, and education tracks for American Lawyer
Media's national Legal Tech Conferences.
Senior Consultant at Driven, Inc.
Hunter McMahon is the Director of Discovery & Technology within Driven’s Consulting Group, based out of Los Angeles,
California. His work focuses on helping clients manage and mitigate costs associated with e-Discovery, computer forensics,
information management, and litigation response plans. Hunter’s background in both law and technology allows him to work
with Fortune 500 corporations and AmLaw 100 law firms to design and effectuate e-Discovery plans that address all stages
of the EDRM, focusing on identification, collection, processing, review and production. readiness, processing and search
protocols, review strategies, production protocols, and more.
Prior to joining Driven, Hunter consulted in a similar capacity within the industry and oversaw litigation support and IT for a
Southern California law firm. He is a member of the ABA’s Science & Technology Section (Electronic Discovery Digital
Evidence Committee) and serves on the board of governors for The Organization of Legal Professionals, as well as many
other industry committees.
Hunter frequently speaks on e-Discovery, litigation support, and technology topics such as: e-Discovery 101, e-Discovery
Advance Technology, e-Discovery Workflow and Project Management, Technology Assisted Review, HR & Forensics,
Social Media in e-Discovery, Industry Trends, and more.
Enterprise Technology Counsel at ZyLAB
Formerly Corporate Technology Counsel for Fios, Inc., Mary Mack is a graduate of Northwestern University School of Law and a
member of the Illinois bar. Mary Mack is the co-editor of the Thomson Reuters West treatise, eDiscovery for Corporate Counsel,
and the author of A Process of Illumination: The Practical Guide to Electronic Discovery published by Fios. She is on the Advisory
Council of the National Federation of Paralegal Associations.
Douglass A. Mitchell (Chairperson of the Board of Governors)
Douglass A. Mitchell is a partner with the law firm of Boies, Schiller & Flexner. In 1995, the Federal District Court Judges in Nevada
appointed him to be a mentor in the district’s criminal defense training program. In his capacity as a mentor, he trains and prepares
defense attorneys to practice criminal law in the United States District Court for the District of Nevada. He has served as Chairman
of the Attorney Advisory Committee on Implementation of CM/ECF electronic case filing system for the Federal District Court for the
District of Nevada.
Mr. Mitchell has also been a member of the Local Working Group on Electronic Technology in the Criminal Justice System for the
Federal District Court for the District of Nevada and a member of the Administrative Office of the United States Courts Office of
Defender Services Ad Hoc Expert Panel on Litigation Support in Criminal Justice Act Cases. Mr. Mitchell is a member of the Joint
Electronic Technology Working Group, a joint Department of Justice and Administrative Office of the U.S. Courts national working
group formed to develop best practices for the efficient and cost-effective management of post-indictment ESI discovery in federal
criminal cases. He is also the Chairman of the Board of Governors for the Organization of Legal Professionals, an organization
promoting and establishing guidelines and standards for legal professionals on e-discovery and related subjects, evaluate competency
of legal professionals in those areas, and establish resources for quality certification.
Managing Director, Huron
Nigel Murray has been at the forefront of providing electronic document management services since the early 1990s. He began his
career in legal technology as litigation support manager at a major London-based international law firm. He then started the first British
litigation support company in 1993 - Bowhawk. There, he worked on the massive cases of the 90’s - tobacco, BCCI etc. From there,
Nigel brought the electronic side of litigation support into an existing document management company by way of a merger. Having
worked on the first UK eDisclosure matter in 2001, Nigel has been at the forefront of the development of the industry within the major
law firms in the UK. Nigel launched TRILANTIC in September of 2005 and speaks regularly on all aspects of eDiscovery in the US, the
UK and mainland Europe.
Director, KPMG, LLP
Rick Nalle is a Director with KPMG LLP’s Forensic Advisory Services practice where he is a member of the Forensic Technology
Services (FTS) group. Rick has over twenty years of experience in project execution and client service delivery and has been
managing electronic discovery engagements since 2004. He communicates across the entire KPMG Forensic organization to
coordinate multiple projects and quality assurance. Mr. Nalle serves as Engagement Director for several key discovery management
clients including global technology companies conducting internal investigations and responding to SEC/DOJ requests, global energy
companies responding to civil litigation, public utility companies responding to civil litigation and state and federal investigations and
financial institutions/broker dealers responding to government inquiries.
Prior to joining KPMG in 2006, Mr. Nalle served in engagement management roles at litigation consulting and electronic discovery
organizations. In his career, he also served as a technology and operations executive for Virgin Digital Studios (now a part of
Liberty Media), Fox Entertainment and the Walt Disney Company.
Partner, Norris McLaughlin & Marcus
Fernando M. Pinguelo, a trial lawyer and Chair of Norris McLaughlin & Marcus’ Cyber Security & Data Protection Group, devotes
his practice to complex litigation with an emphasis on business disputes, cyber security, media, and employment matters.
A former prosecutor, Fernando is experienced in all facets of litigation (trial, mediation, arbitration, and appellate) in both federal
and state courts. A leader in the emerging areas of cyber law and electronic discovery, Fernando works closely with clients to
develop strategies for managing business and legal issues relating to electronic data. He recognizes the financial and public
relations fallout that often result from high-profile data breaches; and, when a rapidly evolving crisis hits, Fernando mobilizes his
interdisciplinary team of professionals to mitigate damages.
Recently, Fernando provided commentary on proposed federal legislation concerning cyber security, and received a Fulbright
Specialist appointment for his work in eDiscovery. Notably, he was involved in NJ's first case addressing its new eDiscovery rule
amendments; designed a law course on eDiscovery, which he teaches at Seton Hall Law; and created the ABA Journal
award-winning blog eLessons Learned. Fernando serves on court committees where he contributes to court rule amendments.
He also lectured at the Judicial College, which provides judges with academic programs; and clerked for the Hon. Edwin H. Stern.
Principal eDiscovery Specialist, Medtronic
Since joining Medtronic in 2008, Beth has managed all aspects of eDiscovery relating to litigation matters as well government and
internal investigations. In her role, Beth has focused on managing eDiscovery costs as well as developing and documenting
eDiscovery processes and procedures. More recently, Beth has been the eDiscovery liaison to Medtronic’s IT organization
coordinating data retention, email and information management efforts, as well as reducing legal risk with respect to implementation
of new business technologies including social media and cloud solutions.
Prior to joining Medtronic, Beth was a senior eDiscovery project manager for Merrill Corporation in St. Paul, MN where her
responsibilities included planning and managing large eDiscovery matters for law firms and corporate clients. In addition, Beth
has 15+ years legal industry experience working as paralegal and senior paralegal for such firms as Oppenheimer Wolff & Donnelly
LLP and Robins, Kaplan, Miller & Ciresi LLP.
Herb Roitblat, Ph.D.
Principal, OrcaTec LLC
Herb is co-founder of OrcaTec LLC (CA). Before starting OrcaTec, Dr. Roitblat was Chief Scientist and a co-founder of
DolphinSearch, as well as an award-winning Professor of psychology at the University of Hawaii. He has been granted three patents
and has others pending on concept search technology. Dr. Roitblat is widely recognized as an expert in search and retrieval
technology, particularly in the area of eDiscovery.
He received his BA Degree from Reed College in Portland, OR and his Ph.D. in Psychology from The University of California-Berkeley.
In addition to his scientific work, Dr. Roitblat has been writing extensively about the problems of dealing with massive amounts of
electronic data and the emerging standards for dealing with those problems.
He is a member of the Sedona Working Group on Electronic Document Retention and Production, on the Advisory Board of the
Georgetown Legal Center Advanced eDiscovery Institute and a member of the 2011 and 2012 program committees for the
Georgetown Legal Center Advanced eDiscovery Institute. He is a co-founder of the Electronic Discovery Institute and a member
of the Board of Governors of the Organization of Legal Professionals. Dr. Roitblat is a frequent speaker on eDiscovery, particularly
concerning search, categorization, predictive coding, and quality assurance.
CEO, Integrated Legal Technology
George is consultancy (Integrated Legal Technology, LLC) provides a broad spectrum of advice on a variety of legal technology
and services functions, including international and US eDiscovery, information governance, compliance and litigation readiness
for the corporations and integration and consolidation of legal technology and support services for the law firms. Prior to forming
his consultancy, George held senior management positions at a number of AmLaw 100 law firms, including Shearman & Sterling
LLP and Cravath, Swaine & Moore LLP.
George is a founding member of the eDiscovery Training Academy and Advanced eDiscovery Institute at Georgetown Law Center
where he is teaching on a variety of topics. He periodically writes on a variety of legal tech topics for the main industry publications.
For his work in the Legal Support area Mr. Rudoy was named the "Champion of Technology" by Law Technology News as well as the
"Tech Star" and "Globally Recognized" by the United Kingdom Cititech magazine Global Tech Leaders Top 100. Mr. Rudoy is Chair
of the ALM Law & Business's Legal Tech Educational Board, Author of the Electronic Data Discovery News and Analysis and serves
on the Steering Committees of Law Technology News, Law.com and Litigation Support Today.
Joseph C. Scott, J.D.
Special Counsel Aderant CompuLaw
Joseph C. Scott is an attorney and Vice President/General Manager of CompuLaw, LLC and Deadlines On Demand, LLC . As a
member of the California State Bar, Mr. Scott has practiced law as a solo practitioner and within a small practice. He received his
Juris Doctorate degree from the Pepperdine University School of Law and his Bachelor of Science degree from California State
CEO, Nuix, Sydney, Australia
Eddie Sheehy has been the CEO of Nuix since 2006 and has overseen the commercialization of the company’s eDiscovery,
electronic investigation and information governance software following seven years of research and development in Australia.
Eddie has been instrumental in helping Nuix secure government and commercial customers in over 30 countries across the
world, including all of the major corporate regulators, advisory firms and corporations.
Born and educated in Ireland, Eddie has 18 years’ experience in finance, technology and running legal technology companies.
Eddie holds a Bachelor degree in Commerce and a Masters degree in Finance from the University College Cork (Ireland).
Madison S. Spach, Jr.
Spach, Capaldi & Waggaman, LLP
Madison received his J.D. degree from the Duke University School of Law. He has extensive experience litigating complex, often
multiform, business and media asset disputes. A large portion of Mr. Spach's practice has consisted of representing media and
video game companies in constitutional claims involving state and municipal agencies. Mr. Spach is a frequent speaker on law
office technology and developments in electronic discovery. Mr. Spach has served as an adjunct professor at Whittier Law School,
teaching Election Law. Selected to: Southern California Super Lawyers 2009, 2008, and 2007.
Jennifer G. Swanton, Esq.
Principal eDiscovery Specialist, Medtronic, Inc.
Ms. Swanton is responsible for managing the preservation, collection, processing and review of data needed in response to a
variety of legal matters as well as developing and implementing long-term team strategy. Prior to joining Medtronic, Ms. Swanton
worked as both a Project Manager and Technical Sales Consultant at an eDiscovery vendor where she consulted with law firms
and corporations on the best approach for their eDiscovery needs.
Before transitioning to the eDiscovery field, Ms. Swanton worked at the South Carolina Court of Appeals as both a Staff Attorney
and Law Clerk. Ms. Swanton is a graduate of The George Washington University Law School, The George Washington University
School of Business, and St. Mary’s College of Maryland.
Joe Thorpe (Co-Founding Member)
Managing Director, International Litigation Services
Joseph Thorpe began his career in the IT industry in 1973 with Wang Laboratories and became the West Coast Director of
Wang Laboratories Legal Solutions Group. He was responsible for the planning and design that resulted in several leading Los
Angeles based law firm's first step into automated litigation support via large integrated mini-based computer systems using the
Wang VS-IIS technologies. Mr. Thorpe has been a pioneer in the application of AI based OCR and document coding solutions,
Machine Language Translation technologies as well as Latent Semantic Indexing (LSI) algorithms for concept searching and
document cataloging as well as cross lingual document searching (concept searching across languages).
His particular expertise lies in design and delivery of unified litigation support systems, which unite both paper and ESI evidence
into a single multi-functional repository. Mr. Thorpe is a frequent speaker and panelist on the use of specialized Litigation support
and document indexing and management technologies in numerous meetings of attorneys, including: The American Bar
Association, California Bar Association, The Rutter Group, The National Business Institute and Lorman.
Vice President Legal Solutions, United Lex, Phoenix, AZ
Dave Tiller has close to 30 years in the litigation support industry and is a true pioneer in legal technology and electronic
discovery law. As one of the original members of IPRO Corporation, Dave has always been at the forefront of the emerging
developments in electronic discovery, digital asset management, and litigation support project management. Dave’s in-depth
involvement in notable cases has provided an eclectic legal background with expertise in both domestic and off-shore litigation
Dave’s expertise thrives in the sourcing, training and management of high level document review attorney teams. Dave is a
renowned speaker in the legal community at conferences, tradeshows and breakout sessions. He is also an influential committee
member of the Advisory Council of the Organization of Legal Professionals. Dave also has a strong belief in ‘giving back’ to his
community. Dave has been an active member of Rotary International, a worldwide service organization. He was recently named
Rotarian of the Year in 2010. Dave is also 2010 President – Elect of the Peoria, AZ Rotary.
David Werblow, Esq.
Senior Corporate Counsel e-Discovery,T-Mobile
David Werblow is currently Director of Legal Affairs at T-Mobile in Seattle, WA. In addition to overseeing
e-discovery at T-Mobile, Werblow serves as an instructor in the trend-setting Electronic Discovery Management program
conducted at the University of Washington Professional and Continuing Education. Before joining T-Mobile, he was a staff lawyer in the
e-Discovery Analysis and Technology group at K&L Gates, where he managed intensive discovery efforts and provided advice and
support on every aspect of discovery, from litigation readiness to preservation, through collection, review and production of documents.
He received his J.D. from the University of Minnesota, and his B.B.A. from the University of Wisconsin.