Loyalty to the Process: Advocacy and Ethics in the Age of E-discovery

In today’s world, almost all information is stored and managed electronically. However, only a small percentage of legal cases involve the discussion of electronically stored information (ESI). This presents new challenges for lawyers, especially those in smaller firms, who may not have the resources for e-discovery. Changes to the rules of civil procedure aim to address these challenges, but lawyers must still have a basic understanding of technology and the importance of working together in the discovery process. This article focuses on three main topics: technology skills, e-discovery rules, and the importance of cooperation in legal cases. Because we rely so much on electronic devices, electronic discovery (ESI) affects every case, even if people don’t realize it. Lawyers need to be technologically savvy to meet their professional obligations, as courts are starting to impose sanctions on parties and lawyers who don’t handle electronic evidence properly. This can lead to malpractice claims and other serious consequences. Lawyers in small firms can easily learn about e-discovery online, with resources like Ralph Losey’s blog and videos, as well as the Sedona Conference. It’s important to keep up with new e-discovery software and technology. Once a lawyer has a good grasp of technology, they can use the rules of civil procedure to represent their clients in court. These rules help lawyers and judges manage a large amount of digital information so they can focus on the most important evidence for the case. This makes electronic discovery less expensive and time-consuming. The rules for getting electronic information in court cases have changed to make it harder to get a lot of information that isn’t necessary for the case. If a party asks for too much information, the other party can object and show that it would be too hard or expensive to get it. They can also offer to find a better and less burdensome way to get the information. So now, parties have to be more specific in their requests for information and cooperate to make the process easier. If a party is asked to provide a lot of information in a lawsuit, they can ask the court to make the other side pay some of the costs. The court will consider factors like how important the information is, how much it will cost to get it, and how much money each party has. There are examples of courts making the side asking for information pay for some of the costs. In Florida, courts have also been open to making the requesting party pay for the costs of getting electronic information. If a new rule is passed in Florida, lawyers from smaller firms should be aware of the chance to ask for cost shifting. Lawyers have a duty to be responsible when they ask for information from the other side in a court case. They have to make sure their requests are not too broad and don’t cost too much. They also have to work with the other side to narrow down the issues before asking the court to get involved. If lawyers don’t follow these rules, they can get in trouble with the court. By being responsible in their requests for information, lawyers can actually gain an advantage in the case. They should keep track of all the information they are looking for and be able to show that they are being responsible in their requests. The Sedona Conference promotes cooperation in discovery by publishing The Sedona Conference Cooperation Proclamation in 2008. They believe that by working together during the discovery process, lawyers can save time and money for their clients. This means that lawyers can still be strong advocates for their clients while being professional and working well with the other side. This cooperation starts with a meeting between lawyers to talk about the information they need for the case. By working together, both sides can save money and get the information they need more quickly. Parties in a lawsuit need to work together to discuss electronic evidence and agree on what needs to be shared. This helps to save time and money and to avoid problems. It’s especially important for lawyers in small firms and their clients who may not have a lot of resources. By working together, both sides can make the process fair and reasonable. To be a successful and ethical advocate in today’s world, lawyers must be dedicated to understanding and using technology in legal processes. They also need to follow the rules of civil procedure and cooperate with others in the discovery process. This is important in order to practice law competently and ethically. Technology has changed the legal field, but the lawyer’s loyalty to the legal process remains crucial. Attorneys need to stay updated on the rules of e-discovery and technology to avoid getting in trouble for mishandling electronic evidence. In 2005, there were less than 40 cases where attorneys got in trouble for mishandling e-discovery, but in 2009, there were over 90. One case, J-M Manufacturing Co. v. McDermott, Will & Emery, shows the consequences of not properly handling electronic evidence. Other cases like Zubulake v. UBS Warburg and Coleman Holdings, Inc. v. Morgan Stanley also show what can happen when electronic evidence is mishandled. In e-discovery cases, sanctions were discussed in 30 out of 401 cases, and sanctions were awarded in 25 cases. Getting outside experts may be needed for complex cases. Ralph Losey and The Sedona Conference are good resources for e-discovery. Electronic data has increased a lot in recent years. The costs of e-discovery can be high. The rules for e-discovery are sent to the court for approval. In some cases, parties have to show they can’t get certain documents directly from a third party. This text contains references to legal cases and rules related to discovery in court cases. It discusses the importance of cooperation between parties in the discovery process and mentions a specific case where the court emphasized the need for cooperation. It also mentions the Federal Rules of Civil Procedure and the benefits of cooperation in discovery, as well as the requirements for parties to meet and confer to discuss electronic discovery. It also includes a reference to a newsletter article on electronic discovery.

 

Source: https://www.floridabar.org/the-florida-bar-journal/loyalty-to-the-process-advocacy-and-ethics-in-the-age-of-e-discovery/


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