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Artificial intelligence (AI) is considered as one of the most rapidly evolving technologies revolutionizing today’s digital world. Through analytics, AI provides a smoother delivery of services by streamlining, automating, and expediting various processes while saving time and expenses. Because of its potentials, AI’s integration continues to expand into several industry spaces, including the legal landscape.

While AI is already utilized in legal procedures such as technology-assisted review (TAR), due diligence, and research, practitioners are currently looking at accelerating its use in privilege review during litigation. With proper integration, AI can greatly reduce the amount of time it takes to check confidential information. Moreover, AI-enabled privelege review can help detect data that manual reviewers typically miss.

The potentials of AI, analytics, and automation to supercharge privilege review are still vast. Thus, it is important to keep track of all relevant developments to maximize this innovative approach.

Listen as a panel of distinguished professionals organized by The Knowledge Group provide the audience with a comprehensive discussion of AI application in the legal space. Speakers, among other things, will provide helpful tips to maximize the potentials of AI, analytics, and automation in privilege review.

This LIVE Webcast will discuss the following key topics:

  • Artificial Intelligence (AI) Integration in the Legal Space
  • What is AI-Based Privilege Review?
  • AI-Based vs. Manual Review
  • Challenges and Pitfalls
  • Tips to Maximize Analytics and Automation
  • An Outlook of Emerging Trends



Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

Live Webcast



General knowledge in advanced e-discovery


Course Code:



NY Category of CLE Credit:

Law Practice Management


Total Credit:

2.0 CLE


Speaker Panel:

Jon Lavinder, Senior Director Product Management

Jon Lavinder is Senior Director of Product Management at Epiq responsible for AI tools, technology assisted review, chat and collaborative data, and early case assessment technologies among other things. He has published numerous articles including but not limited to, “Technology-Assisted Review: An Integral E-Discovery Tool,” “Seven Practical Suggestions to Get the Most Out of Technology-Assisted Review,” “Charting an eDiscovery Course with Technology Assisted Review,” and “4 Ways to Make Deposition Prep Smoother.” Jon works closely with law firm and corporate legal professionals to build the tools and services for the next generation of legal discovery and information governance. Mr. Lavinder is a frequent speaker at eDiscovery conferences on the use of AI and the future of the industry.


Bobby Malhotra, eDiscovery Counsel
Munger, Tolles & Olson LLP

Bobby Malhotra is eDiscovery counsel with Munger, Tolles & Olson, where his practice focuses on navigating complex eDiscovery litigation issues using his unique combination of both technical knowledge and legal experience. He regularly advises clients on issues related to eDiscovery preparedness, planning, and execution as well as information privacy and data security. Mr. Malhotra also serves as a trusted eDiscovery advisor to some of the firm’s largest financial and technology sector clients. In this role, he provides counseling and guidance in connection with legally defensible and standardized company-wide discovery practices. Mr. Malhotra is a globally recognized thought leader on the application of artificial intelligence and analytics to the practice of law and was nominated for Relativity and Text IQ’s “AI Catalyst Award” in 2021. Mr. Malhotra is also a frequent speaker and author on eDiscovery, information governance, data security and other legal technology topics.


Sandra Metallo-Barragan, Chief of E-Discovery Division
New York City Law Department

Sandra Metallo-Barragan is the Chief of the E-Discovery Division at the New York City Law Department. The Division works with client agencies to promote efficient, cost-effective, and defensible strategies and workflows related to electronic discovery. Mrs. Metallo-Barragan joined the Law Department in 2013 where she is co-chair of the eDiscovery Committee, co-chair of the Women’s Committee, and a member of the Diversity, Equity, & Inclusion Committee and the Caregiver Working Group.  She is also a Sedona Conference Working Group 1 Steering Committee member. Mrs. Metallo-Barragan graduated from George Washington University Law School in 2005 and was a litigation associate at Pillsbury Winthrop Shaw Pittman’s New York office, where she was a member of the firm’s Antitrust, Corporate Investigations, & White Collar Defense Group, and Information Law and Electronic Discovery Practice Group.

Julia M. Voss, Director of Litigation Support and e-Discovery

As the attorney overseeing litigation support and electronic discovery at Greensfelder, Julia Voss understands the importance of appropriately handling electronically stored information and using technology to add value to a document review.

Ms. Voss consults with other attorneys and clients regarding preservation of electronically stored information (ESI), discovery protocols, defensible document collection and streamlined and accurate reviews and production. She also helps prepare witnesses for depositions on discovery issues. She is a certified neutral with the Eastern District of Missouri and is qualified to serve as a mediator or early neutral evaluator for eDiscovery disputes or other litigation matters.

In her role as director of litigation support, she oversees case managers, analysts, eDiscovery counsel, and the firm’s vendor relationships to ensure clients have access to technology that will enable the legal team to focus on what is important – the facts of the case.

Claudia T. Morgan, eDiscovery Counsel
Wachtell, Lipton, Rosen, and Katz

Claudia T. Morgan is eDiscovery Counsel in Wachtell, Lipton, Rosen & Katz’s litigation department. She focuses her practice on electronic discovery and information management, both domestically and abroad. Ms. Morgan has significant experience in responding to and advising on litigation in federal and state courts, regulatory requests for information, and internal investigations and has represented and advised clients on all aspects of discovery, from preservation to production. She also has experience working with expert witnesses to collect and analyze relevant data.

Chambers USA has recognized Ms. Morgan as a top lawyer in the field of eDiscovery & Information Governance. She is a member of the Steering Committee for The Sedona Conference Working Group 1 (Electronic Document Retention and Production) as well as a member of Working Groups 6 (International Electronic Information Management, Discovery and Disclosure), and 11 (Data Security and Privacy Liability).


Jon LavinderSenior Director Product Management



Bobby MalhotraeDiscovery Counsel

Munger, Tolles & Olson LLP


Sandra Metallo-BarraganChief of E-Discovery Division

New York City Law Department


Julia M. VossDirector of Litigation Support and e-Discovery



Claudia T. MorganeDiscovery Counsel

Wachtell, Lipton, Rosen, and Katz


Overview of the current manual/standard approach limitations and pain-points

  • Overview of traditional workflow
  • limitations and pain points (why is it so expensive?)
  • Issues with inconsistent privilege coding across matters / inadvertent disclosures
  • Solutions with unintended consequences
  • Elephant in the room - Data governance/data hygiene at corporate level – reason this is a problem

Reducing potential privilege volume

  • Negotiating custodians/exclusions
  • Techniques, workflow
  • Knowing your client/custodians – how they communicate
  • Technology – rules based, machine learning/AI, other
  • Categorizing/bucketing
  • Streamlined privilege review

Defensibility/Safeguards (i.e., how best to create a defensible process)

  • Protective orders
  • FRE 502 provisions
  • Sampling/validation
  • Things you can negotiate with opposing / Responding to challenges to privilege

Leveraging privilege calls across matters

  • Manual hash list vs Data lake vs Priv vault vs building a brain

Using Technology to Streamline Privilege Logging

  • Tools and automation
  • Categorical logs
  • Pain points


Date & Time:

Friday, February 25, 2022

12:00 pm to 2:00 pm (ET)

A recording will be available to view 24-48 hours after the live date.


Coming Soon.

Please check back again later.

Who Should Attend:

  • Chief Compliance Officers
  • Litigation Attorneys
  • Legal Counsel
  • Associate General Counsel
  • eDiscovery Managers
  • Data Security Analysts
  • Data Analysts
  • HR




Jon LavinderSenior Director Product Management
Bobby MalhotraeDiscovery Counsel
Munger, Tolles & Olson LLP
Sandra Metallo-BarraganChief of E-Discovery Division
New York City Law Department
Julia M. VossDirector of Litigation Support and e-Discovery
Claudia T. MorganeDiscovery Counsel
Wachtell, Lipton, Rosen, and Katz



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