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The National LITIGATION TECHNOLOGY CONFERENCE


HOTEL NELLIGAN, MONTRÉAL, QUÉBEC
SEPTEMBER 27–29, 2007
Session Plan
All sessions, unless otherwise noted, will take place in The Ballroom at Hotel Nelligan.
Agenda is subject to change. Speakers will be added as their attendance is confirmed.
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DAY 1 – Thursday, September 27th, 2007 |

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| 6:00pm |
Early Conference Registration Begins (Mezzanine, Hotel Nelligan) |
6:00pm to 9:30pm |
Welcome Reception (Lower Level, Banquet Room, Hotel Nelligan) |

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DAY 2 – Friday, September 28th, 2007 |

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| 8:00am |
REGISTRATION AND BREAKFAST |
| 8:45am |
Opening Remarks |
| 9:00am |
Profile of the New Litigator |
The Honourable Justice Gerald P. Moir, Supreme Court of Nova Scotia – Steering Committee of the Nova Scotia Rules Project
Dominic Jaar, LL.B., Beaudin Legault, Bell Canada
Kelly Webster, LL.B., Advocates LLP |
Today's litigator is a team leader and is required to stay on top of the shifting expectations of clients and courts while mitigating risks and dealing with the challenges of technology. This session profiles the new litigator and his/her team. |
| 10:30am |
BREAK (Coffee, Bottled Beverages and Snacks Available.) |
| 10:45am |
The New Smoking Gun – ESI for Litigators |
Tom Howe, Esq., Legal Technology Group |
What every litigator should know about contemporary evidence and its potential impact on your case. How to handle Electronically Stored Information (ESI) such as email, voicemail, websites, spreadsheets, databases and more. A session not to be missed! |
| 12:00pm |
LUNCH (Location: Méchant Boeuf) |
| 1:00pm |
Secrets for Dealing with the Other Side |
Martin Felsky, Ph.D. J.D., CEO, Commonwealth Legal Inc.
Cheryl Curran, Professional Services Consultant, Commonwealth Legal Inc. |
Dominate the case from the outset and make e-Litigation work for you. Strategies for controlling E-Discovery costs, winning favour with the courts, negotiating with other parties and using the emerging standards and requirements to your advantage. |
| 2:45pm |
BREAK (Coffee, Bottled Beverages and Snacks Available.) |
| 3:00pm |
Litigation without Borders |
Sandra Potter, Director, Potter Farrelly & Associates
Cliff Shnier, J.D., Esq., Electronic Discovery Consulting
Martin Felsky, Ph.D. J.D., CEO, Commonwealth Legal Inc. |
Client matters are crossing borders and so is the discovery process. Gain insight into the key issues and strategies for managing evidence and protecting your client's interests in a global landscape. |
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Litigation Support Tracks |
Professional Services Team, CL Juridique/Commonwealth Legal Inc. |
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| 4:00pm |
WRAP UP |
4:00pm to 5:00pm |
TECHNOLOGY SHOWCASE |
| 6:00pm |
DINNER (Galiano's) |
Join us for a casual dinner at Galiano's: exquisite dining, nestled in the heart of Old Montréal. Sponsored by CT Summation.
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DAY 3 – Saturday, September 29th, 2007 |

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| 8:00am |
BREAKFAST |
| 8:45am |
What to Do in the First 48 Hours |
David Outerbridge, LL.B, Torys LLP
Clifford F. Shnier, J.D., Esq., Electronic Discovery Consulting
Dominic Jaar, LL.B., Beaudin Legault, Bell Canada
Richard Wessel, E-Discovery Project Manager, Commonwealth Legal, Inc. |
Now that you have been retained, what do you do next? A walk through three key scenarios and the various approaches to: creating, communicating and upholding Litigation Holds and Preservation Letters; tracking Chain of Custody; managing Anton Pillers and assessing the potential need for Forensics. |
| 10:15am |
BREAK (Coffee, Bottled Beverages and Snacks Available.) |
| 10:30am |
The New Review Paradigm |
Alice Burns, Consultant, Baker Robbins & Company
Sandra Potter, Director, Potter Farrelly & Associates |
Perform reliable subjective reviews – meet deadlines, get a handle on the evidence and be confident in your results. A walkthrough of practical tools and approaches to help you set up your review, integrate your team with the technology and launch strategies to make reviews more manageable. |
| 12:00pm |
LUNCH Location: Méchant Boeuf. Sponsored by CT Summation. |
| 1:00pm |
Selecting and Managing Vendors |
George Socha, J.D., President, Socha Consulting LLC
Tom Howe, Esq., Legal Technology Group |
Daunted by choosing an e-discovery vendor? Let experts, including George Socha (co-author of The Socha-Gelbmann Electronic Discovery Survey), help make the selection and outsourcing process easier – including when and how to use RFPs/RFIs. |
| 2:15pm |
BREAK (Coffee, Bottled Beverages and Snacks Available.) |
| 2:30pm |
Beyond the Evidence – Creating a Roadmap for your Firm |
Alice Burns, Consultant, Baker Robbins & Company
Sandra Potter, Director, Potter Farrelly & Associates |
Advanced Project Management principles and practices are critical to ensure your evidence stands up in court. Take this opportunity to reflect on how your firm can benefit from the more formalized approach to documentation and processes that is being adopted throughout the industry. Learn how to coordinate your most important assets: People, Processes and Technology. |
3:30pm to 4:00pm |
WRAP UP and QUESTIONS |
| 6:00pm |
RECEPTION & DINNER Pointe-à-Callière, the Montréal Museum of Archaeology and History. |
Bringing together the old and new of Montréal, we will begin the evening with a reception in Ancienne-Douane (the Old Custom House). Then explore the roots of Montréal as we are guided through the archaeological site beneath Place Royal to the award-winning and modern Éperon Building to enjoy a gourmet dinner on the top floor overlooking the scenic St. Lawrence. Sponsored by FTI/Ringtail. |

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| The dress code for the entire event is Business Casual. |
If you have questions about this event please contact Susan Cooper at
1-866-LAW-SCAN – (529-7226) or email 2007conference@commonwealthlegal.com
© Copyright 2007 Commonwealth Legal Inc. All rights reserved. |