Sat.Jun 14, 2025 - Fri.Jun 20, 2025

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How to Prepare For a Remote Deposition (Updated)

Planet Depos

So, you’re going remote with your depositions, and you want to make sure they are the next best thing to in-person? With proper preparation, there’s no reason to worry that your remote deposition will be any less effective than the typical deposition with everyone in the same room. Here are some tips to set you up for remote deposition success. Know the notary rules!

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Puerto Rico Adopts Duty of Technology Competence with Rule that Goes Farther than ABA Model

Law Sites

Ever since 2012, when the American Bar Association first adopted a duty of technology competence for lawyers as part of its Model Rules of Professional Conduct, its approach has been the template for state adoption of the duty. That approach was to incorporate the duty in a comment (Comment 8) to Model Rule 1.

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Profit-First Accounting for Law Firms

Attorney at Work

Doug Walker | A guide to using Profit First in your law firm to create stability, reduce stress and build a business that pays you first. The post Profit-First Accounting for Law Firms appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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Webinar Recap: CRM + Case Management: Scaling Firms for Growth

Lawmatics

As law firms grow, so do the complexities of managing both new leads and active cases. That’s why firms turn to purpose-built software to support each phase of the client journey, from intake to active cases and beyond. But having the right tools isn’t enough. Growth doesn’t come from stacking tools; it comes from connecting them in ways that simplify work and strengthen the client experience.

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Prep with Purpose: How to Build Better Trial Binders

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

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Fed.R.Civ.P. 26(g) Was Violated by Permitting Client Searches With Minimal Oversight by Counsel

E-Discovery LLC

Fed.R.Civ.P. 26(g) is called the “stop and think” rule. In Grullon v. Lewis , 2025 WL 1693425 (S.D.N.Y. Jun. 17, 2025), the court found a violation of that rule. The court held that: To satisfy the requirements of Rule 26(g)(1) and comply with counsel’s ethical obligations as an officer of the Court, counsel must be actively involved in searching and producing discovery to Plaintiff.

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A Month Before Annual Meeting of Law Libraries Association, Its Executive Director Announces Departure

Law Sites

A month before the American Association of Law Libraries is set to convene in Portland, Ore., for its annual conference, its executive director, Vani Ungapen, announced today that she will leave at the end of August to purse a new professional opportunity. Ungapen has been the AALL’s executive director since October 2018.

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Deep Dive Recap: Streamline Your Intake With One Powerful Form

Lawmatics

Intake is often the first real interaction a prospective client has with your firm — and the experience matters. The right form doesn’t just collect information; it sets the tone, guides the conversation, and lays the groundwork for everything that follows. That’s why building a single, thoughtful intake form can have an outsized impact on your workflow, your team’s efficiency, and how clients experience your brand from day one.

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Privilege Log Deemed Partially Inadequate

E-Discovery LLC

In Gilbane Bldg. Co. v. School Bd. of Broward County , 2025 WL 1615553 (S.D. Fl. Jun 6, 2025), plaintiff moved to compel a “compliant” privilege log. The court decided six issues. The court wrote: “I agree that Defendant must serve an amended privilege log with additional information (as described below), though not everything that Plaintiff is requesting.

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A Special Interview with Aderant CEO Chris Cartrett Recorded Live at Its Momentum Global Conference

Law Sites

When Chris Cartrett was named CEO of legal technology company Aderant in 2022, he did so with the mission of aggressively advancing a cloud-first strategy throughout the company’s suite of business and financial software for law firms.

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California Utilities Weigh Power Shutdowns as Dry Winds Approach

Insurance Journal

California utilities are mulling power shutdowns as breezy dry conditions across the state raise the risk of wildfires. Pacific Gas & Electric Corp. may turn off power to at least 11,543 customers in 15 counties, according to its website.

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Leverage Trellis Court Data To Identify More Investment Opportunities

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.

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What Comes Before the Zero Draft? Exploring the Negative Draft

Attorney at Work

Ivy Grey | A negative draft helps clarify your thinking before the real writing begins. Use GenAI to figure out what you don't want. The post What Comes Before the Zero Draft? Exploring the Negative Draft appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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All Metadata is Not Equal – Court Orders Narrower Request

E-Discovery LLC

In Heym v. APG Housing, LLC, 2025 WL 1661414 (D. Md. June 11, 2025)(Coulson, J.), the Court applied its Principles for the Discovery of Electronically Stored Information in Civil Cases (“ESI Principles”) to order that a discovering party narrow its request for metadata. THE DISTRICT OF MARYLAND’S “ESI PRINCIPLES” The development of the District of Maryland’s ESI Principles was described in Alicia Shelton and Michael Berman, “The ESI Principles,” in M.

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Puerto Rico Allows Non-Lawyer Ownership of Law Firms

Law Sites

I wrote yesterday about the Puerto Rico Supreme Court’s adoption of the duty of technology competence, done as part of its promulgation of new rules of professional conduct to replace a code of ethics that had governed lawyers’ professional conduct in Puerto Rico since 1970.

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Plenty of Investor Interest in Insurance Despite Drop in Deal Volume, Says PwC

Insurance Journal

Deal volume is down but the total value of the deals that were made is up, according an analysis by PwC of mergers and acquisitions in the insurance sector.

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The Tech-Savvy Paralegals Playbook: How To Leverage AI

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?

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Six Tips to Save You Money on Court Reporting Services (Updated)

Planet Depos

By Suzanne Quinson Litigation is expensive, and few clients are of the “money is no object” mentality, so finding ways to save them money is imperative. Below are six tips for reducing court reporting costs: Go paperless ! Hardbound transcripts incur additional expenses. Go green and save your client’s green with electronic delivery. Need to schedule international depositions ?

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Sanctions Denied Because of Lack of Prejudice, Despite Breach of Duty to Preserve Video

E-Discovery LLC

Marris Hoffee and Michael Berman In Moore v. Wash. Metro. Area Transit Auth., 2025 WL 1374125 (D. Md. May 30, 2025), the District of Maryland applied a three-part test for imposing spoliation sanctions. Ms. Moore alleged that she was injured when the wheelchair lift of a MetroAccess van suddenly jolted, causing her to fall. Although she did not see what the lift operator did, she believed that he did not operate the lift properly.

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Henry Kissinger and His Last Book – GENESIS: Artificial Intelligence, Hope, and the Human Spirit

E-Discovery Team

Henry Kissinger's posthumously published book, Genesis, co-authored with Eric Schmidt and Craig Mundie, addresses the profound implications of AI on humanity. Written at age 100, it reflects his strategic insights on AI's potential perils and promises. Ultimately, it emphasizes the need for conscious choice in an AI-driven future, blending hope with caution.

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Florida Premium Written up by a Third, Average Premiums Up by 40% Since 2022

Insurance Journal

Newly posted data from Florida regulators show that, in the last three years, the number of property insurance policies in the state has risen only slightly while direct premium written and average premiums have climbed significantly.

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Smarter Patent Family Research: The Tools And Tactics You Need Now

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!

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37 Deposition Instructions For Your Witness (Updated)

Planet Depos

What is a deposition? Deposition (law) A deposition is the act of taking sworn testimony whereby litigants obtain information from each other in preparation for trial. Here are some instructions for your witness to follow during a deposition: A court reporter is present and begins the proceedings by administering the same oath or affirmation that the deponent would take if the testimony were being given in court in front of a judge and jury.

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Congratulations to Phil Favro on the Opening Favro Law PLLC

E-Discovery LLC

It was great to hear that my friend, Phil Favro, recently opened his own law firm— Favro Law PLLC —where he offers a wide array of services, including as a Special Master, counselor on ESI and discovery issues, as well as mediation and expert witness services. Phil combines all of the attributes of someone you’d like to work with. He is smart and “knows his stuff.

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Legal AI Platform Harvey To Get LexisNexis Content and Tech In New Partnership Between the Companies

Law Sites

The generative AI legal startup Harvey has entered into a strategic alliance with LexisNexis Legal & Professional by which it will integrate LexisNexis’ gen AI technology, primary law content, and Shepard’s Citations within the Harvey platform and jointly develop advanced legal workflows.

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How Will Tesla Remotely Control Robotaxis, And What Are The Limitations?

Insurance Journal

Tesla is expected to tiptoe into its long-awaited robotaxi service in Austin, Texas, as soon as Sunday with about 10 of its Model Y SUVs that will operate within strict limits.

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AI for Paralegals: Everything You Need to Know (and How to Use It Safely)

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.

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Stewart Expands on ‘Settled Expectations’ Criteria in Interim Discretionary Denial Process

IP Watchdog

In the latest Director Discretionary Denial decision, Acting U.S. Patent and Trademark Office (USPTO) Director Coke Morgan Stewart granted AXA Power’s request for discretionary denial based on “settled expectations” of the patent owner—a doctrine that is shaping up to be a key factor in Stewart’s interim discretionary denial process.

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Legal Briefs and Beach Reads: 5 Reasons Lawyers Should Read for Pleasure This Summer

Attorney at Work

Jamie Spannhake | Here are five reasons to trade a brief or contract for a beach read this summer and 11 great books. The post Legal Briefs and Beach Reads: 5 Reasons Lawyers Should Read for Pleasure This Summer appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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Massive Data Exposure Signals Urgent Need for Enhanced Cybersecurity Measures

Complex Discovery

Editor’s Note: A May 2025 discovery of 184 million plain-text credentials by cybersecurity researcher Jeremiah Fowler became the gateway to uncovering one of the largest credential compilations in history—spanning over 16 billion records across 30 datasets. Though not a single breach, this aggregation represents a significant escalation in identity-related cyber risk.

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FTC Fines Payment-Processor Paddle $5 Million for Alleged Support of Schemes

Insurance Journal

Paddle.com Market, a U.K.-based payment processor, and its subsidiary, Paddle.com, Inc., will pay $5 million and be permanently banned from processing payments for tech-support telemarketers, said the Federal Trade Commission this week. The FTC alleged that Paddle abused the U.S.

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Fresh Out of School: How to Become an Expert Paralegal

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

The difference between a paralegal and an exceptional paralegal isn't just competence—it's the bold initiative to anticipate needs, master hidden firm dynamics, and transform challenges into opportunities that showcase your indispensable value. Join this webinar with attorney Joe Stephens to get an insider's perspective into how you can become a strategic asset to your practice!

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A Big Win for Small Business Patent Owners: Leveling the Patent Litigation Playing Field

IP Watchdog

This week on IPWatchdog Unleashed I speak with F. Scott Kieff, former Commissioner on the International Trade Commission, and Joshua Hartman, head of Merchant & Gould’s ITC practice group. Our conversation, which took place on June 4, focused on the landmark ruling by the Federal Circuit in Lashify, Inc. v. International Trade Commission, which was a big win for small business patent owners.

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CourtListener Launches RECAP Search Alerts for PACER Filings: ‘Google Alerts for Federal Courts’

Law Sites

Free Law Project’s CourtListener has launched RECAP Search Alerts, a new feature that allows users to monitor federal court filings for specific keywords, people, or topics, and receive alerts when there is a match. The service, which went live this week, represents what the organization calls “Google Alerts for federal courts, but much better.

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Legal Tech in the Loop: Generative AI and the New Frontiers of Responsibility

Complex Discovery

Editor’s Note: This article explores how Generative AI is redefining the boundaries of authorship, responsibility, and liability in legal practice. Drawing from the European Commission’s Generative AI Outlook Report – Exploring the Intersection of Technology, Society and Policy (JRC142598), it examines the legal and ethical questions emerging as AI tools increasingly generate content that influences decisions in litigation, compliance, and client representation.

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Mideast Ship Insurance Costs Jump Following Iran-Israel Attacks

Insurance Journal

The cost of insurance for ships sailing in the Persian Gulf jumped as attacks between Iran and Israel raised risks for vessels in the area. Underwriters are now charging 0.

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Trellis Launches Trellis AI to Streamline Trial Court Litigation

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