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A Tale of Two Companies:
             A Social Media &
             eDiscovery War
                                         By
                                    Neal Lawson
                                iDiscovery Solutions
                                          &
                                  Antigone Peyton
                                    Cloudigy Law
Wednesday, September 14, 2011
Setting the Stage

           Complex litigation is getting more complex

           Data doesn’t stay in a enterprise system (leaks are normal)

           The enterprise walls are irrelevant today

           Relevant information is on the Web, blogs, social media platforms, and mobile
           devices

           More than 50% of Americans are now “social”

           International data=multi-national problems

           The prize goes to the best data sifters and the technical problem solvers




Wednesday, September 14, 2011
A Web 2.0 World




Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Wednesday, September 14, 2011
Practical Approach to
         Discovery
              Create plan
              Document process
              Record process used
              Identify technology
              tools
              Test
              Train
              Monitor & Update
Wednesday, September 14, 2011
Running in Place

              “The scope of
              discovery into social
              media sites requires
              the application of basic
              discovery principles in
              a novel context.”
              Offenback case (M.D.
              Pa. June 22, 2011)



Wednesday, September 14, 2011
Our Job

              Search
              Identify
              Preserve
              Analyze
              Produce



Wednesday, September 14, 2011
Neal’s Job




Wednesday, September 14, 2011
Doomsday’s To-Do List

              Preserve:
              8 employee &
              Doomsday twitter
              accounts
              Doomsday blog on
              WordPress site



Wednesday, September 14, 2011
Doomsday’s To-Do List

              Preserve:
              Chatter discussions &
              content
              Employee Facebook
              messages to Jack
              Ryan



Wednesday, September 14, 2011
Heaven’s Arms Collection
              We want:
              Marc Burns blog posts
              on TechCrunch (expert)
              LinkedIn posts re:
              Doomsday mobile
              products
              Jack Ryan’s Facebook
              messages & status
              updates re: launches

Wednesday, September 14, 2011
Heaven’s Arms Collection

              We want:
              Official Company
              Facebook Page
              Unofficial Facebook
              Page
              LinkedIn Company
              Page


Wednesday, September 14, 2011
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                                     !""#$%&'(%)                 /((%&65.4,"7&(/53%64,"5('                       8




         Technology to the Rescue
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             !"%!+"'$/0%%'(%)        -"."/-(0                                                            8
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             C/(";%%#'(%)            C/(";%%#,(%65"65                                                    8                       8                 8
             D/))"-'(%)              D/))"-,(%65"65                                                      8                       8                 8
             E:355"-'(%)             E:""5.                                                              8
             F-(03G"'%-?             H3.5%-3(/+,:";.35",G"-.3%6.                                         8                       8                 8
             I%%?+"'(%)J(."          K&.5%)3B/;+",."/-(0                                                 8
             HE1E-/(#                L";.35",(%65"65,M7-3++,7%:6N                                                                8                 8
             K/)5/.3/                >(-""6,.0%5.,/67,G37"%,(/!5&-"                                                              8
             60&(7"894:;</)                                                                                                      8
             O%:6+%/7,H"+!"-         L";,A37"%                                                                                   8
             P36#$                   L";,+36#.,/67,!3(.                                                  8                       8
             Q6@HE                   @HE,M@HE@PN,/-(03G".                                                                        8
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             K+%&7*-"."-G/53%6'(%)   E:355"-4,C/(";%%#4,:";.35".4,;+%?.                                  8                       8                 8




Wednesday, September 14, 2011
Finding Gold




Wednesday, September 14, 2011
Facebook Export




Wednesday, September 14, 2011
Twitter




Wednesday, September 14, 2011
Chatter Feeds




Wednesday, September 14, 2011
WordPress Blog




Wednesday, September 14, 2011
LinkedIn




Wednesday, September 14, 2011
YouTube




Wednesday, September 14, 2011
YouTube




Wednesday, September 14, 2011
Yammer




Wednesday, September 14, 2011
Doomsday’s Social Media
         Policy
              Clear & short
              “Be responsible”
              Train new employees
              Feedback on
              compliance
              Use software and
              teams to manage
              social media
              campaigns

Wednesday, September 14, 2011
Heaven’s Arms Social Media
         Policy
              “Someone needs to tweet
              about our products, a lot!”
              No process for capturing
              information
              Hard to identify social
              media information related
              to case
              Uncontrollable


Wednesday, September 14, 2011
Doomsday Asks Judge For
         Help
              Cost of motions to
              compel paid by
              Heaven’s Arms
              Jack Ryan’s Facebook
              and LinkedIn info given
              to Doomsday counsel
              Business & personal
              use means not private



Wednesday, September 14, 2011
What We Don’t Get . . .
              The Swedish
              employee’s Facebook
              messages
              Social information
              considered private by
              the local or federal
              gov’t or privacy
              authority
              Negotiate w/cross-
              border data issues in
              mind
Wednesday, September 14, 2011
Questions??
     Neal Lawson
     President & Co-Founder, iDiscovery Solutions
     (703) 209-8240
     nlawson@iDiscoverysolutions.com




     Antigone Peyton, Esq.
     President & Founder, Cloudigy Law
     (703) 436-2033
     antigone.peyton@cloudigylaw.com
     Twitter: @antigonepeyton; @cloudigylaw
     Facebook: http://www.facebook.com/CloudigyLaw
     LinkedIn: http://www.linkedin.com/in/antigonepeyton
     Cloudigy blog: http://cloudigylaw.com/news/




Wednesday, September 14, 2011

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A Tale of Two Companies: A Social Media & eDiscovery War (2011)

  • 1. A Tale of Two Companies: A Social Media & eDiscovery War By Neal Lawson iDiscovery Solutions & Antigone Peyton Cloudigy Law Wednesday, September 14, 2011
  • 2. Setting the Stage Complex litigation is getting more complex Data doesn’t stay in a enterprise system (leaks are normal) The enterprise walls are irrelevant today Relevant information is on the Web, blogs, social media platforms, and mobile devices More than 50% of Americans are now “social” International data=multi-national problems The prize goes to the best data sifters and the technical problem solvers Wednesday, September 14, 2011
  • 3. A Web 2.0 World Wednesday, September 14, 2011
  • 22. Practical Approach to Discovery Create plan Document process Record process used Identify technology tools Test Train Monitor & Update Wednesday, September 14, 2011
  • 23. Running in Place “The scope of discovery into social media sites requires the application of basic discovery principles in a novel context.” Offenback case (M.D. Pa. June 22, 2011) Wednesday, September 14, 2011
  • 24. Our Job Search Identify Preserve Analyze Produce Wednesday, September 14, 2011
  • 26. Doomsday’s To-Do List Preserve: 8 employee & Doomsday twitter accounts Doomsday blog on WordPress site Wednesday, September 14, 2011
  • 27. Doomsday’s To-Do List Preserve: Chatter discussions & content Employee Facebook messages to Jack Ryan Wednesday, September 14, 2011
  • 28. Heaven’s Arms Collection We want: Marc Burns blog posts on TechCrunch (expert) LinkedIn posts re: Doomsday mobile products Jack Ryan’s Facebook messages & status updates re: launches Wednesday, September 14, 2011
  • 29. Heaven’s Arms Collection We want: Official Company Facebook Page Unofficial Facebook Page LinkedIn Company Page Wednesday, September 14, 2011
  • 30. !""# $"%&'() *()(+&',-."/01"&0/2 3"##('10"/ 4&',050/2 *"%!+",-"."/-(0,1,!-%23+".4,03.5%-$4, !""#$%&'(%) /((%&65.4,"7&(/53%64,"5(' 8 Technology to the Rescue 9-%/7,:";,/67,%6+36",7/5/;/.", !"%!+"'$/0%%'(%) -"."/-(0 8 6/)"(0#'(%) </)",1=,>%(3/+,/((%&65,)/5(036? 8 @$>!/("'(%) @$>!/(",(%65"65 8 @$>!/(",A3.&/+3B"- @$>!/(",-"+/53%6.03!. 8 C/(";%%#'(%) C/(";%%#,(%65"65 8 8 8 D/))"-'(%) D/))"-,(%65"65 8 8 8 E:355"-'(%) E:""5. 8 !""# F-(03G"'%-? $"%&'() H3.5%-3(/+,:";.35",G"-.3%6. 8 *()(+&',-."/01"&0/2 8 3"##('10"/ 8 4&',050/2 I%%?+"'(%)J(." K&.5%)3B/;+",."/-(0 8 *"%!+",-"."/-(0,1,!-%23+".4,03.5%-$4, HE1E-/(# L";.35",(%65"65,M7-3++,7%:6N 8 8 !""#$%&'(%) /((%&65.4,"7&(/53%64,"5(' 8 K/)5/.3/ >(-""6,.0%5.,/67,G37"%,(/!5&-" 8 9-%/7,:";,/67,%6+36",7/5/;/.", 60&(7"894:;</) 8 !"%!+"'$/0%%'(%) -"."/-(0 8 O%:6+%/7,H"+!"- L";,A37"% 8 6/)"(0#'(%) </)",1=,>%(3/+,/((%&65,)/5(036? P36#$ L";,+36#.,/67,!3(. 8 8 8 Q6@HE @HE,M@HE@PN,/-(03G". 8 @$>!/("'(%) @$>!/(",(%65"65 >%(3/+:/-",1,K%)!/.. R65"-!-3.",.%(3/+,)"73/,(%65"65 8 8 8 8 K+%&7*-"."-G/53%6'(%) E:355"-4,C/(";%%#4,:";.35".4,;+%?. 8 8 8 @$>!/(",A3.&/+3B"- @$>!/(",-"+/53%6.03!. 8 C/(";%%#'(%) C/(";%%#,(%65"65 8 8 8 D/))"-'(%) D/))"-,(%65"65 8 8 8 E:355"-'(%) E:""5. 8 F-(03G"'%-? H3.5%-3(/+,:";.35",G"-.3%6. 8 8 8 I%%?+"'(%)J(." K&.5%)3B/;+",."/-(0 8 HE1E-/(# L";.35",(%65"65,M7-3++,7%:6N 8 8 K/)5/.3/ >(-""6,.0%5.,/67,G37"%,(/!5&-" 8 60&(7"894:;</) 8 O%:6+%/7,H"+!"- L";,A37"% 8 P36#$ L";,+36#.,/67,!3(. 8 8 Q6@HE @HE,M@HE@PN,/-(03G". 8 >%(3/+:/-",1,K%)!/.. R65"-!-3.",.%(3/+,)"73/,(%65"65 8 8 8 K+%&7*-"."-G/53%6'(%) E:355"-4,C/(";%%#4,:";.35".4,;+%?. 8 8 8 Wednesday, September 14, 2011
  • 40. Doomsday’s Social Media Policy Clear & short “Be responsible” Train new employees Feedback on compliance Use software and teams to manage social media campaigns Wednesday, September 14, 2011
  • 41. Heaven’s Arms Social Media Policy “Someone needs to tweet about our products, a lot!” No process for capturing information Hard to identify social media information related to case Uncontrollable Wednesday, September 14, 2011
  • 42. Doomsday Asks Judge For Help Cost of motions to compel paid by Heaven’s Arms Jack Ryan’s Facebook and LinkedIn info given to Doomsday counsel Business & personal use means not private Wednesday, September 14, 2011
  • 43. What We Don’t Get . . . The Swedish employee’s Facebook messages Social information considered private by the local or federal gov’t or privacy authority Negotiate w/cross- border data issues in mind Wednesday, September 14, 2011
  • 44. Questions?? Neal Lawson President & Co-Founder, iDiscovery Solutions (703) 209-8240 nlawson@iDiscoverysolutions.com Antigone Peyton, Esq. President & Founder, Cloudigy Law (703) 436-2033 antigone.peyton@cloudigylaw.com Twitter: @antigonepeyton; @cloudigylaw Facebook: http://www.facebook.com/CloudigyLaw LinkedIn: http://www.linkedin.com/in/antigonepeyton Cloudigy blog: http://cloudigylaw.com/news/ Wednesday, September 14, 2011