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Use Proportionality to Right-Size eDiscovery Early: Go Lean and Save Green

May 17, 2022 @ 2:00 pm - 3:00 pm

Join the ACEDS Central Texas Chapter for a webinar.

Since the Federal Rule amendments in 2015 re-emphasized proportionality as a significant principle in relation to discovery, organizations have struggled to operationalize the discovery process in a proportional yet defensible manner. What are the benefits of “right-sizing” discovery? What can be leveraged from the rules and relevant case law? What best practices can be deployed for quick evaluation of potentially relevant custodians and data sources and associated eDiscovery costs? For the past 16 months, a group of 56 practitioners, experts, and judges have worked tirelessly to address these issues. The result is the recently introduced “Discovery Proportionality Model: A New Framework.” Join us for a conversational webinar that combines insights from committee members with practical recommendations for implementing these new guidelines into your practice:

  • Case law and the value of proportionality
  • When and how to start discovery scoping
  • Practical means to improve eDiscovery cost management


Mandi Ross is the CEO and Managing Director of Insight Optix, the company which developed a patented, SAAS-based software called Evidence Optix®, a powerful eDiscovery scoping, proportionality, and data source tracking workflow. Evidence Optix allows legal teams to dramatically decrease data volumes and discovery spend while creating a repeatable, defensible process for discovery.

Mandi is also the founder and CEO of Prism Litigation Technology, an eDiscovery advisory firm started in 1997. During her 32-year career, she has managed a multitude of successful engagements for corporate legal teams and outside counsel, as well as working as a court-appointed eDiscovery expert.

John Addington is Corning’s ediscovery advisor and 30(b)6 Corporate representative on ediscovery and information governance. At Corning Mr. Addington has received numerous plaudits including the “General Counsel Award” for implementing solutions yielding excellent results on various eDiscovery fronts.

Working in the ediscovery field for many years on the vendor, law firm and corporation sides have provided Mr. Addington a unique perspective and broad area of expertise. He is an innovator who takes the lead in introducing new technologies and processes to improve efficiencies and reduce costs in the corporate arena. Additionally, Mr. Addington testifies as a corporate representative on ediscovery and knowledge governance topics and often publishes and presents on these topics.

John Addington is drafting team member for the recent “Discovery Proportionality Model Framework.” He is a Certified eDiscovery Specialist and the Vice President of the Central Texas eDiscovery specialists Chapter. Mr. Addington has been a long-time support of the ACEDS organization and is currently the Vice President of the Central Texas Chapter of that organization.

Scott Carvo puts his eDiscovery expertise to good use in both his general litigation practice and in helping the firm as a whole, drawing on his technical background to make information exchange more effective and less expensive. He also advocates for clients in matters involving restrictive covenant, employment and general commercial litigation. With a reasonable, easygoing and candid style, Scott helps steer clients onto courses that incorporate their best interests and commercial objectives.

As a computer-savvy lawyer with a previous work history in information technology, Scott has been instrumental in making Warner Norcross + Judd the first and only law firm in Michigan to provide an integrated team approach to business data management and support. Scott co-chairs the firm’s Data Analytics and eDiscovery Practice Group, which helps companies reduce expensive eDiscovery costs by leveraging technology. His ability to “speak tech” also makes him an excellent go-between for the firm and clients’ technology departments.

A born-problem solver, Scott finds it gratifying to conduct high-level research and help craft case strategy based on his findings. He credits his humble upbringing in Flint, Michigan with making him acutely aware of money expenditures. Constantly looking for ways to keep his clients’ costs low, he delivers the outstanding legal services they require and deserve.

Kevin is the Senior Manager of Legal Operations at Yum! Brands Inc. (Yum!), in Louisville, Kentucky. Yum! has over 50,000 restaurants in more than 150 countries and territories primarily operating the company’s restaurant brands – KFC, Pizza Hut, Taco Bell and The Habit Burger Grill.

In his legal operations role, Kevin focuses on driving financial management in law firm and vendor relationships, advancing the use and development of state-of-the-art technology within the legal department, and building a collaborative and transparent culture for the global legal team.

Prior to joining Yum!, Kevin held similar roles at Centene Corporation and WellCare Health Plans, Inc. Before moving into legal operations, Kevin spent many years focused on eDiscovery as a Litigation Support Manager at two international law firms, and the head of eDiscovery and information governance at a major healthcare insurer.