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An Introduction to Technology-Assisted Review (TAR)

Level: Advanced
Runtime: 61 minutes
Recorded Date: January 31, 2018
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1:15 pm - 2:15 pm
  • Scientific polling
  • Technology-Assisted Review
  • TAR Today
  • From risk aversion to full adoption
  • Using search terms
  • Strategy
  • The future of TAR
Runtime: 1 hour
Recorded: January 31, 2018


A panel of industry leaders will discuss Technology Assisted Review and its practical application in today’s discovery process. Panelists ranging from corporate counsel to attorney practitioners will discuss handling historical objections, how to overcome impediments and where they are seeing the most practical adoption of TAR in everyday use. The panel will also examine practical use of TAR beyond predictive coding and offer a glimpse at the future.

This program was recorded as part of LegalTech on January 31st, 2018.

Provided By

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Danielle Panetta

Goodwin Proctor, LLP

Danielle is a Senior eDiscovery Attorney in the Boston office of Goodwin. She counsels in a variety of government actions, internal investigations, and civil litigation matters. Danielle has significant experience negotiating, developing and implementing discovery plans across all stages of the eDiscovery lifecycle. She writes and speaks on eDiscovery and cybersecurity issues. Danielle is a co-chair of the ABA Section of Litigation Privacy and Data Security committee.

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John Koss

Special Counsel
Mintz Levin Cohn Ferris Glovsky & Popeo, PC

John’s practice focuses exclusively on counseling clients on e-discovery and large data matters including commercial litigation, investigations, and governmental inquiries.

Prior to rejoining the firm in 2016, John led the Boston office of one of the nation’s leading legal services firms, where he worked with in-house legal departments and law firms to create effective and economical legal solutions – incorporating flexible staffing, reliable workflows, and technology – in a wide variety of practice areas including litigation, compliance, employment, corporate transactions, and contracts management.

During his initial tenure at Mintz Levin, John was a founding member of the firm’s Electronic Discovery Practice Group. He was also an active member of the firm’s Product Liability and Complex Tort Litigation Practice Group. John maintained a diverse litigation and counseling practice with a particular focus on serving as a national trial, strategy, and discovery counsel for pharmaceutical clients involved in serial litigation. In this role, he also advised on information governance and the coordination of company-wide and multinational discovery efforts.

John also teaches legal writing at Suffolk University and taught for six years as a member of the faculty at Boston University School of Law’s First-Year Research and Writing Program.

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Judith Beall

Associate General Counsel & Senior Vice President
Bank of America

Judith Beall is an Associate General Counsel and Senior Vice President for Bank of America. She is a member of Bank of America’s eDiscovery Legal team and serves as in-house counsel for discovery-related issues. She engages with the in-house case teams on legal or strategic discovery issues on specific litigation and regulatory matters and works with the bank’s outside counsel and vendors to ensure consistency and compliance with bank guidelines. She was previously in the bank’s Discovery Management Group and Regulatory Inquiries Group.

Prior to joining Bank of America, Ms. Beall was employed by Huron Consulting Group where she advised numerous clients, including Fortune 50 legal departments and AMLAW 100 law firms on all aspects of electronic discovery, including document collection, review, and production strategies.

Prior to joining Huron, she was a litigator at Greenberg Glusker Fields Claman & Machtinger and Sonnenschein Nath & Rosenthal in Los Angeles. She is a graduate of the University of Southern California Law School.

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Brian Chebli

Executive Director & Assistant General Counsel
JPMorgan Chase & Co.

Brian Chebli is the Executive Director & Assistant General Counsel at JPMorgan Chase.

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