Complex Discovery

AUGUST 1, 2025

Editor’s Note: AI is transforming the legal landscape—but at what cost to confidentiality? In a striking admission, OpenAI’s CEO Sam Altman acknowledged that ChatGPT interactions lack the privacy protections of attorney-client privilege, raising immediate concerns for legal professionals. This article unpacks the critical implications of AI use in law, from digital discoverability to potential court subpoenas, and urges a strategic reevaluation of how firms manage AI tools.

Government and Public Sector

Attorney at Work

AUGUST 1, 2025

Camille Stell | Succession planning is a loaded topic—part legacy, part logistics, and often wrapped in fear. But it doesn’t have to be. The post Succession Planning Without Panic: 5 Tips to Open the Conversation appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

Planet Depos

JULY 28, 2025

Significant Points Job prospects remain strong, especially for those with advanced certifications and realtime skills. Demand for broadcast captioning, Communication Access Realtime Translation (CART), and digital court reporting continue to grow due to accessibility needs and technology adoption. Training length and licensure requirements vary by technology and state.

Depositions

E-Discovery LLC

JULY 25, 2025

The order in Bouie v. Alzayadi , 2025 WL 2042261 (E.D. Mich. Jul. 21, 2025)(Stafford, J.), clearly sets out a series of rules governing discovery disputes. At a status conference, each party asserted that the other had not adequately responded to discovery requests. Judge Stafford wrote: “The Court’s efforts to resolve the disputes informally during the status conference were unsuccessful, so the parties’ discovery disputes must be resolved through motion practice.

Discovery

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Join this session to get a fresh look at how AI tools can help you work smarter, faster, and more effectively! Attorney and law professor Joe Stephens, J.D., will walk you through the complete journey of a legal case—from the first client meeting through the final outcome—while showing you how artificial intelligence can transform your daily work at each important step.

Case Management

Complex Discovery

JULY 30, 2025

Editor’s Note: This report is of great importance to cybersecurity, information governance, and eDiscovery professionals, as it highlights the systemic and structural challenges that tech startups face—especially those innovating in high-stakes, compliance-heavy industries. Understanding the mindset, limitations, and motivations of early-stage founders offers valuable context for enterprise buyers, legal tech vendors, and policymakers shaping Europe’s digital ecosystem.

Technology

Securities Docket

JULY 30, 2025

Industry participants will be looking closely at what the report says about tokenization, the process of turning financial assets – such as bank deposits, stocks, bonds, funds and even real estate – into crypto assets. Crypto firms and others have been increasingly discussing the prospect of tokenizing securities as a new way to facilitate trading.

Real Estate

Expert Witness Blog

JULY 28, 2025

In the case of Skaggs v. Ferrellgas , No. 2:22-cv-01234 (D. Utah Dec. 19, 2023), the testimony of a Safety Engineering Expert Witness was pivotal in addressing allegations of inadequate safety measures and regulatory compliance concerning propane dispenser operations. Background of the Case In November 2021, a propane explosion occurred at a Ferrellgas facility in Utah, resulting in significant property damage and personal injuries.

Witnesses

Lawmatics

JULY 28, 2025

At first glance, law firm profitability looks healthy: average U.S. firm revenue jumped 12.5 percent in 2024 on the back of aggressive rate increases. Yet under the hood, lawyers were actually less productive — worked‐hour productivity fell 2.4 percent in early 2025. That gap between rising top-line numbers and slipping efficiency signals a deeper problem.

Education

Attorney at Work

JULY 29, 2025

Gene Commander | Embracing a talent-first growth strategy will give your firm an advantage in a rapidly changing legal industry. The key is creating a culture that attracts talented, nimble people and gives them a good reason to build their careers at your firm. The post Capitalizing on a Magnetic Workplace Culture: 5 Growth Strategies for Law Firms appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

Insurance Journal

JULY 30, 2025

Palo Alto Networks Inc. agreed to buy CyberArk Software Ltd. in a cash-and-stock deal valuing the Israeli cybersecurity company at about $25 billion. Palo Alto will pay CyberArk investors $45 per share and 2.

Advertiser: Trellis

Finance teams find Trellis to be particularly effective in conducting comprehensive due diligence on both individuals and businesses. With our court data solution, financial experts can access critical litigation insights, making it an invaluable resource for informed decision-making in the financial sector.

Litigation

Securities Docket

JULY 29, 2025

PayPal will allow smaller businesses in the U.S. to accept 100 cryptocurrencies on its platform, including Bitcoin, Ethereum and Solana on its network, the payments services provider announced Monday. Pay with Crypto will enable users to convert crypto to stablecoins or to other fiat currencies, the firm said. It will support transactions for a number of wallets, including Coinbase, Kraken and MetaMask. […] PayPal users have been able to access crypto since late 2020, after a feature allow

Complex Discovery

JULY 28, 2025

Editor’s Note: Can artificial intelligence create without crossing legal lines? As AI systems grow more powerful, that question is becoming central to innovation strategy—and litigation. In this compelling analysis, Adobe emerges as a rare example of a company proactively addressing the legal risks tied to generative AI. By training its Firefly model exclusively on licensed content and offering indemnification to enterprise users, Adobe exemplifies how compliance can be a competitive advan

Government and Public Sector

Law Sites

JULY 31, 2025

Continuing its “Road to ILTACON” series of product announcements that I wrote about earlier this week, Litera today announced several enhancements to its Litera One platform, adding new workflows designed to integrate knowledge management and client relationship data directly into Microsoft Word and Outlook environments.

Technology

Expert Witness Blog

JULY 31, 2025

In the case of E²G v. Ferrellgas , No. 2:22-cv-01234 (D. Utah Dec. 19, 2023), the testimony of a Vibration Analysis Expert Witness was pivotal in diagnosing and resolving issues related to high vibration levels in vertical pumps used in liquid natural gas (LNG) service. Background of the Case In October 2021, Ferrellgas installed vertical pumps with 25-stage impellers to handle LNG operations.

Witnesses

Speaker: Allison Mears, Adela Wekselblatt, and George Socha

Artificial intelligence is reshaping the legal industry, and paralegals are at the forefront of this transformation. As AI becomes more integrated into legal workflows, paralegals can streamline their daily tasks, enhance efficiency, and add greater value to their firms and organizations. But what exactly does AI mean for paralegals today—and how can you leverage it to your advantage?

Technology

Insurance Journal

JULY 29, 2025

Cover Whale Insurance Solutions, Inc., a managing general agency (MGA) focused on commercial auto isurance, announced $40 million in new equity financing from Morgan Stanley Expansion Capital.

Insurance

Securities Docket

JULY 31, 2025

The SEC should grant no-action relief to firms ready to pilot tokenized equity trading. Let them demonstrate how on-chain markets can provide better price discovery, faster settlement and stronger investor protections than our jury-rigged legacy system. Use these experiments to inform eventual rulemaking, not delay innovation while incumbents fortify their moats.

Discovery

IP Watchdog

JULY 29, 2025

On Monday, the U.S. Court of Appeals for the Federal Circuit issued a precedential ruling in Jiaxing Super Lighting Electric Appliance v. CH Lighting Technology reversing the Western District of Texas’ judgment as a matter of law (JMOL) that Jiaxing’s patents were not invalid under the on-sale bar, and vacating the jury’s damages verdict. In relevant part, the Federal Circuit held that the district court erred in excluding evidence that prior art light-emitting diode (LED) tubes were on sale pri

Evidence

Insurance Journal

JULY 30, 2025

The Texas Department of Insurance (TDI) said in a bulletin this month that it has approved private passenger and commercial auto rate increases for the Texas Automobile Insurance Plan Association (TAIPA), the state’s residual market for auto insurance.

Insurance

Speaker: Andrew Klein

Are there mysteries lurking in your family tree? 🕵 No, not a long-lost half-brother - I'm talking about a patent family tree! IP paralegals need fast and easy ways to verify and report on essential data about foreign equivalents of US assets. Join us to master the global scope of key assets to support prosecution, portfolio management, litigation, licensing, competitive monitoring and more!

Litigation

Joseph, Hollander & Craft

JULY 31, 2025

FEATURE ARTICLE: Lawyering Ethically in a Time of Uncertainty Author: Professor Michael H. Hoeflich, PhD , Editor-in-Chief Legal Editor: Carrie E. Parker This article is featured in Volume 6, Number 7 of the Legal Ethics and Malpractice Reporter , published July 31, 2025. Lawyers are used to operating in fluid legal conditions, but adapting can be especially difficult when changes are rapid and sweeping.

Real Estate

Complex Discovery

JULY 27, 2025

Editor’s Note: This manifesto was born from an ideal—a vision of how we want to work, think, and conduct ourselves within the mission of ComplexDiscovery. It represents a principled articulation of values like discipline, grace, restraint, and resolve. While it may read as aspirational, it is not theoretical. It is the product of experience. Much of what is written here was learned firsthand—through trial, missteps, and failure.

Energy and Utilities

E-Discovery LLC

JULY 31, 2025

Payne v. Geer , 2025 WL 2061651 (D. Neb. Jul. 23, 2025), involved allegations of malicious prosecution. The court cited a local rule that prohibits use of definitions in interrogatories without leave of court. Plaintiff Payne moved to compel discovery from Defendant Herman. In pertinent part, Herman objected to the definitions in Payne’s interrogatories.

Interrogatories

Securities Docket

JULY 31, 2025

Yesterday, the President’s Working Group on Digital Asset Markets released the PWG Report with clear recommendations for the SEC and other federal agencies to build a framework to maintain U.S. dominance in crypto asset markets. This report is the blueprint to make America first in blockchain and crypto technology. The President said last week that he wants “the entire world running on the backbone of American technology.

Technology

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Ready to cut through the AI hype and learn exactly how to use these tools in your legal work? Join this webinar to get practical guidance from attorney and AI legal expert, Joe Stephens, who understands what really matters for legal professionals! What You'll Learn: Evaluate AI Tools Like a Pro 🔍 Learn which tools are worth your time and how to spot potential security and ethics risks before they become problems.

Technology

Insurance Journal

JULY 29, 2025

Are you a trucking company? If so, you may be exposed to class action lawsuits for minimum wage, break time, and overtime violations. Trucking companies are essential to our national economy and security.

Civil Litigation Brief

JULY 30, 2025

This webinar looks at what to do when things go wrong in civil litigation. There is a continual flow of reports that deal with errors made in relation to limitation, service or someone falling foul of the rules or court.

Litigation

Complex Discovery

JULY 27, 2025

Editor’s Note: In this month’s edition of the ComplexDiscovery OÜ newsletter, our Five Great Reads illuminate a world in strategic transition—where artificial intelligence is no longer simply a tool, but a geopolitical lever, a legal disruptor, and a governance challenge. From the White House’s sweeping AI Action Plan to the nuanced legal distinctions explored in our feature on AI bias in legal practice, the July selections trace the contours of a global digital power play already underway

Discovery

E-Discovery LLC

JULY 29, 2025

The long simmering “document correlation” dispute was addressed in Sievert Elec. Svc. and Sales Co. v. Storako, 2025 WL 2084229 (N.D. Ill. Jul. 24, 2025). The court followed the majority rule. While there is a clear split of authority, I respectfully disagree with Sievert and suggest that there is a better mousetrap. Several years ago, I wrote a blog titled Does Rule 34(b)(2)(E)(i) Mandate “Document Correlation” When ESI is Produced and, If So, Does Metadata Provide a “Work-Around” to Avoid th

Discovery

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Get ready to master the art and science of trial preparation organization that top attorneys rely on in this exclusive webinar! Attorney and law professor, Joe Stephens, J.D., will walk through proven systems for creating comprehensive trial notebooks and binders that transform scattered case materials into a powerful command center. Learning Objectives: Strategic Organization 📊 Learn the essential sections every trial notebook needs and how to structure them for maximum clarity and acce

Trial Notebook

Securities Docket

JULY 30, 2025

Decentralized finance platform Veda has appointed a former US Securities and Exchange Commission (SEC) official to its ranks as it ramps up efforts to expand crosschain yield products aimed at institutional investors. TuongVy Le, who spent nearly six years at the SEC as chief counsel and senior adviser in the Enforcement Division and the Office of Legislative and Intergovernmental Affairs, has joined Veda as general counsel, the company announced Tuesday.

Insurance Journal

JULY 30, 2025

Alphabet’s GOOGL.O Waymo said on Monday it will roll out its autonomous ride-hailing service in Dallas in 2026, accelerating its U.S. expansion as electric vehicle maker Tesla TSLA.O pushes to grow its recently launched robotaxi business.

Attorney at Work

JULY 31, 2025

Charity Anastasio | What should you do if ICE comes to your law office asking for information about your client? A quick guide for lawyers. The post Help! ICE Is at My Law Office Asking About a Client appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

Complex Discovery

JULY 29, 2025

Editor’s Note: A cyberattack grounded Russia’s flagship airline Aeroflot on July 28, 2025, laying bare the fragility of digital infrastructure under geopolitical strain. With over 100 flight cancellations and a sprawling shutdown of IT systems, this high-profile breach—allegedly conducted by pro-Ukrainian hacktivist groups Silent Crow and Cyberpartisans BY—offers a sobering glimpse into the modern theater of cyber warfare.

Transportation and Logistics

Advertiser: Trellis

Trellis AI leverages the largest repository of state trial court data to help litigators evaluate cases, automate brief drafting, suggest winning strategies, and more. Key components: Draft Arguments — Uses similar/successful motions in the Trellis database to generate arguments/citations for your motions seeking dismissal, summary judgment, etc. Case Assessment — Predict the likely outcomes of a case at any stage to help you decide to accept it, guide motion practice, make settlement offers, an

Litigation