Firm resources

[Webinar] Balancing Internal and Law Firm Resources to Optimize eDiscovery – August 17, 1:00 p.m. – 2:00 p.m. ET | Association of Certified Electronic Discovery Specialists (ACEDS)

Join the ACEDS Advisory Board for a webinar

About this event

There is often a disconnect between legal departments and law firms regarding the development of complementary, rather than competing or redundant, eDiscovery capabilities. From streamlining budgeting and reporting to creating comprehensive and transparent ESI protocols, this program will provide a balanced view of how internal teams can prove their capabilities to their external lawyers and how their law firms can support their customers as effectively as possible. Whether it’s a law firm or a corporate legal department, success is the result of comfort in ceding control, identifying the threshold for decision-making, regularly reviewing protocols and to deal with standard questions versus important cases that require additional support.

In a program moderated by ACEDS Global Advisory Board Chair, Ari Kaplan, and Advisory Board Members, Susan Jackson, Legal Counsel – Business, Business and Information Governance, at Novelis Corporation, and Amy Sellars, Attorney Deputy General and Director, Discovery Center of Excellence at Cardinal Health, as well as Clinton Sanko, Shareholder and Head of Electronic Discovery and Document Review at Baker Donelson, attendees will learn:

  • Optimal level of communication between clients, advisers and their opponents.
  • Keys to understanding customer capabilities.
  • Scope elements companies should consider when creating discovery proposals.
  • Importance of project management.
  • Best practices for engaging the internal eDiscovery team in a collaborative discussion about how to complement their expertise with business capabilities.
  • Ways to achieve effective eDiscovery management and collaboration.


Ari Kaplan is a CEDS certified attorney and legal industry analyst. He is an early winner of the Fastcase 50, a Fellow of the College of Law Practice Management, and a finalist for the International Legal Technology Association’s Thought Leader of the Year award. He is the author of Reinventing Professional Services: Building Your Business in the Digital Marketplace (Wiley, 2011) and The Opportunity Maker: Strategies for Inspiring Your Legal Career Through Creative Networking and Business Development (West Academic, 2nd Ed. 2016). Kaplan is the principal researcher for a variety of widely circulated benchmarking reports, has been the keynote speaker for events around the world, and is the founder of the Lawcountability® business development platform. He is also a two-time Ironman triathlon finisher.


Balance internal and law firm resources to optimize E-Discovery's image

Susan Jackson is Legal, Business, Commerce and Information Governance Counsel at Novelis Corporation. Jackson is a Certified Computer Forensic Examiner and has worked for the company for 18 years. She focuses on corporate governance, international trade, commercial contracts, information governance and electronic discovery. Among her responsibilities, she works on US anti-dumping/counter-veiling duty cases, responding to government investigations. She is also responsible for the global records preservation and eDiscovery programs. Jackson operates a forensic laboratory for all human resources and information systems cybersecurity investigations, electronic discovery requests, compliance with internal electronic information policies and international data privacy regulations. Jackson works with the FBI, Secret Service, and Department of Homeland Security on a variety of electronic crimes, cybersecurity incidents, and insider threat programs. She is also an adjunct professor at John Marshall Law School in Atlanta, where she teaches e-discovery and computer forensics, cybersecurity, and data privacy.

Balance internal and law firm resources to optimize E-Discovery's image

Amy Sellars is associate general counsel for the Discovery Center of Excellence at Cardinal Health and director of that organization. Previously, she led the discovery operations group at Walmart Legal, worked for the nation’s largest midstream oil and gas company, and was a partner at the law firm Crowe & Dunlevy. Sellars focuses exclusively on electronic discovery in a wide range of litigation and investigations. She is secretary of the ACEDS Ohio Chapter Board of Directors and a member of the Steering Committee for the Sedona Conference Working Group 1 on Electronic Records Preservation and Production. Sellars has taught e-discovery and legal operations at the University of Tulsa School of Law, University of Arkansas School of Law, and Ohio State University Moritz School of Law.

Balance internal and law firm resources to optimize E-Discovery's image

Clinton Sanko, shareholder and head of eDiscovery and document review for the firm, is a seasoned litigator who focuses her practice on creating value for the client through effective, efficient and timely management of the work associated with eDiscovery and document review. He has considerable experience in a variety of matters, including major antitrust investigations and class actions (mergers, wage fixing, non-poaching agreements). Although Clinton has served as lead counsel in a variety of high-stakes commercial litigation, he primarily manages the critical juncture where electronically stored information intersects with legal needs, whether that intersection occurs in litigation, investigations, corporate governance information, litigation preparation or mergers and acquisitions. Clients turn to Clinton for advice on maintaining a proportionate approach to finding what is needed and complying with all legal obligations, while keeping costs measured and finding case history in documents. .