Timothy D. Edwards
Edward ESI LLC
Fitchburg
9:00 AM Ethical Duties and Competence in ESI & AI
- Define ethical obligations related to electronically stored information (ESI) and AI-assisted discovery
- Identify competence requirements for lawyers using AI tools in e-discovery
- Understand how technological proficiency impacts professional responsibility
10:00 AM Preservation, Proportionality, and Risk Management
- Explain preservation obligations for digital evidence and strategies to prevent spoliation.
- Apply proportionality principles to manage discovery costs and scope effectively.
- Recognize and learn risk mitigation techniques.
11:00 AM Break
11:15 PM Confidentiality, Privilege, and Emerging Trends
- Evaluate confidentiality and privilege concerns in ESI review process, including waiver issues.
- Implement best practices to safeguard confidentiality and privileged information.
- Analyze recent developments in ESI, including a proportionality update.
12:15 PM Program concludes
- Make discovery decisions that align with ethical obligations and evidentiary standards
- Reduce exposure to spoliation claims, sanctions, and credibility challenges tied to digital evidence
- Use AI-assisted discovery tools with a clearer understanding of professional responsibility limits
- Strengthen privilege and confidentiality protections in technology-driven discovery involving automated or third-party technologies
- Improve strategic control over the evidentiary record in complex, data-heavy cases
- Anticipate court expectations as evidentiary rules and judicial attitudes toward AI continue to develop
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The Wisconsin Rules of Evidence: A Courtroom Handbook
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