Advanced e-discovery program to launch in 2021

Nov 12, 2020Latest News

An advanced e-discovery certificate program produced in partnership by the Bolch Judicial Institute of Duke Law School and the Electronic Discovery Institute (EDI) is slated to launch online in early 2021.

Taught by industry-leading experts, the 11-course program is designed to offer students and developing professionals an opportunity to deepen their expertise, refine e-discovery and litigation skills, and connect with industry leaders. Built on the foundation of EDI’s Distance Learning Initiative, the advanced e-discovery program delivers an expert-level curriculum and specific, practical skills training for leveraging and mastering a full range of e-discovery technologies and processes in litigation. (See the full course list and faculty below.)

Duke faculty and alumni comprised the review team for course content. The team included David F. Levi, director of the Bolch Judicial Institute; Professor Thomas Metzloff; Rebecca Rich, clinical professor of law; Tara Emory ’03, director of consulting at Driven Inc.; David Lender ’93, co-chair of the global litigation department at Weil, Gotshal & Manges LLP; and Hon. Andrew Peck ’77, senior counsel at DLA Piper and a former U.S. magistrate judge.

After completing the 11-course online curriculum, program participants will attend a one day, in-person workshop at Duke’s campus in Durham, N.C., tentatively planned for late 2021 (depending on local regulations regarding COVID-19). Those who complete the online course and in-person session will receive a certificate from the Bolch Judicial Institute.

“This collaboration represents a first-of-its kind program in legal technology education,” said Patrick Oot, co-founder of EDI. “We are so pleased to have the Bolch Judicial Institute’s partnership. The quality of the instruction and material is outstanding.”

More details, including official launch date, pricing, and availability will be announced in early 2021. To receive updates about the program, subscribe here or contact us at

Course List

  1. The Pretrial Orders and Beyond: Getting Started in Discovery
  2. Introduction to Complex Discovery Advocacy
  3. Drafting Targeted Requests and Specific Responses
  4. Seeking ESI Overseas and Defending Against Overseas Requests
  5. Collecting ESI Inside Your Computer and iPhone: The Discoverability of the Tiny Databases that Store ESI
  6. Advanced Search II: Process Management Regardless of Tools
  7. Advanced Concepts of Privilege: Attorney-Client, Work-Product and Waiver
  8. Handling Special Data: Non-Responsive, Financial Information, PII, HIPAA and FDA Requirements
  9. Upon a Showing of Deficiency: Discovery on Discovery and Responses
  10. Upon a Showing of Deficiency: Discovery on Discovery and Responses
  11. The ESI in Depositions – Witness Prep for Fact and 30(b)(6) Witnesses
  12. Spoliation: What to Do When it Matters

Program Faculty

Maia Aron
Mark Migdal & Hayden

Hon. Michael Baylson
U.S. District Court, Eastern District of Pennsylvania

Lea Bays
Robbins Geller Rudman & Dowd LLP

Stacey Blaustein

Stacey Bogert
U.S. Securities & Exchange Commission

Jamie Brown

Shannon Capone Kirk
Ropes & Gray

Hon. Claire Cecchi
U.S. District Court, District of New Jersey

Hon. Michelle Childs
U.S. District Court, District of South Carolina

Kelly Clay

Moira Errick
Bausch Health

Moze Cowper
Cowper Law

Marla Crawford

Wendy Curtis
Orrick, Herrington & Sutcliffe

Mark Dearman
Robbins Geller Rudman & Dowd LLP

Jessica Escalera

Kemoy Foster

David Greenwald
Jenner & Block

Tracy Greer
U.S. Department of Justice

Ted Hirt
George Washington Law School

Dawson Horn

Rose Jones
King & Spalding

Hon. Matthew Kennelly
U.S. District Court, Northern District of Illinois

Jeannine Kenney
Hausfeld LLP

Colleen Kenney
Sidley Austin

David Kessler
Norton Rose Fulbright

Laura Kibbe

Hon. John Koeltl
U.S. District Court, Southern District of New York

Dan Kulakofsky

Hon. Elizabeth Laporte
U.S. District Court, Northern District of California (Ret.)

Hon. David Lawson
U.S. District Court, Eastern District of Michigan

Daniel Lee

Eric Lieber
Toyota Motors NA (Ret.)

Vikram Masson

Glenn Melcher
Consumer Financial Protection Bureau

David Moncure

Tom Mullane
Raytheon Technologies

Patrick Oot
Shook Hardy & Bacon

Tim Opsitnick

Robert Owen
Eversheds Sutherland

Nancy Patton

Hon. Andrew Peck
DLA Piper

Ashish Prasad

Sharon Robertson
Cohen Milstein

Hon. Xavier Rodriguez
U.S. District Court, Western District of Texas

John Rosenthal
Winston & Strawn

Hon. Lee Rosenthal
U.S. District Court, Southern District of Texas

Hon. Pamela Meade Sargent
U.S. District Court, Western District of Virginia

Pam Schieffelin

Hon. Lorna Schofield
U.S. District Court, Southern District of New York

Jennifer Scullion
Seeger Weiss LLP

Amy Sellars
Cardinal Health

Deena Sharp
Girard Sharp

George Socha
BDO Consulting

Jennifer Swanton

Denise Talbert
Shook Hardy & Bacon

Jeremy Wikler
Shook Hardy & Bacon

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