Continuing Legal Education (CLE)
Programs Course Catalogue

Contents
Data Collection
Training course: OTLT01

4

Technical Competency
Training course: OTLT02

5

Training course: OTLT03

6

Training course: OTLT04

7

Investigations
Training course: OTLT05

8

Training course: OTLT06

9

Document Review
Training course: OTLT07

10

Breach Response Analysis and Reporting
Training course: OTLT08

11

Enterprise Legal Document and Knowledge Management
Training course: OTLT09

12

Training course: OTLT10

13

Presenter Bios

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At OpenText, we recognize that partnership with ourcustomers involves more than the provision of quality
software and services. The OpenText Legal Tech Continuing
Legal Education (CLE) program is one of the ways we share
our knowledge and expertise with the legal community. Ourpresenters―attorneys with decades of experience―haveextensive expertise in eDiscovery and legal technology. We
hope you are interested in our free-of-charge CLE program.
Contact us at CLE@opentext.com to book a CLE course foryour firm or organization.

Continuing Legal Education (CLE) | Programs Course Catalogue

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Data Collection:
1. Course: OTLT01
Course title: An Attorney's Guide to Digital Data Collection How to Meet Your
Obligation to Ensure Defensible and Proportionate Collection of Your Client's Data
(CLE accreditation pending)Training provider: OpenText
Course duration: 60 minutes
Course outline:
Data collection for eDiscovery and investigations is often considered the mosttechnically rigorous and complex phase of eDiscovery. It is also the stage at whichlarge and unexpected risks, time delays and unnecessary costs can occur. The age-old
adage of leaving collections to your client’s IT department is a thing of the past.
Attorneys under ABA Model Rule 1.1 have the duty to provide competent
representation to their clients. This includes having a firm grasp of their clients’sources of potentially relevant electronically stored information (ESI) to be able
to competently identify, preserve and collect relevant documents. While attorneys
need not go it alone, with many having supervisory responsibility for dedicatedthird-party collections and forensics experts, lawyers must be able to understandand evaluate discovery costs and burdens, proportionality, protection of privileged
documents, and more.
This course will focus on new and emerging challenges in data collection andbest practices approaches to ensure a proportional, defensible and cost-effective
strategy when overseeing collections.
What You Will Learn:• Risks of over-collection, under-collection and data spoliation• The challenges that new and emerging sources of data present—chat, ephemeral
data and more
• Proportionality and defensibility considerations• Considerations in balancing collection requirements with data privacy regulations• How to identify and help clients avoid unseen pitfalls• Best practices for collecting from a remote workforce• When and why you should recommend forensic imaging of client data
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups• eDiscovery/Litigation Support Professionals• IT Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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Technical Competency:
2. Course: OTLT02
Course title: The Duty of Technology Competence in eDiscovery: eDiscovery 101(Active CLE accreditation in OR, WA & CA. CA 1.0 ethics credits)
Training provider: OpenText (Firm speaker optional)
Course duration: 60 minutes
Course outline:
Technology has yielded great efficiency and advancements for both business andthe practice of law. While technologies offer many benefits to increase efficiency
and reduce risk by minimizing mistakes, there are also associated risks and pitfalls.
Recognizing the benefits (and risks) that technology can play in eDiscovery andinvestigations, the ABA modified its Model Rules in 2012 to make clear that alawyer’s duty of competence now also includes competent use of technology.
This CLE session will cover key eDiscovery concepts as well as providing the latest
need-to-know information including ethical obligations and new and emerging
eDiscovery technology.
What You Will Learn:• What is the Electronic Discovery Reference Model (EDRM)• How to manage ethical and professional obligations related to eDiscovery
including the duty of technology competence• Understanding and applying the rule of proportionality• The next frontier of search—visualization, analytics and AI including
technology-assisted review• Putting theory into practice with a mock investigation using real Freedomof Information Act data
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups seeking an introduction to eDiscovery• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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3. Course: OTLT03
Course title: A Practical Guide to Using Technology-Assisted Review in Litigation:
An Overview of the Use of TAR in Litigation(CLE accreditation pending)Training provider: OpenText
Course duration: 60 minutes
Course outline:
Rapid developments in legal technology, and a continued focus on processexcellence are fuelling innovation in law firms and corporate legal departments.
Join legal technology specialists as they identify the key forces driving change inlitigation, including ongoing developments in technology-assisted review (TAR).
What You Will Learn:• When, why and how to use TAR in litigation—best practices• Differences amongst TAR protocols and choosing the right tool for the job• Judicial acceptance of TAR• Continuous active learning measurement and validation
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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4. Course: OTLT04
Course title: Tech Matters―Managing Legal and Ethical Issues at the Cutting Edgeof eDiscovery(CLE accreditation pending)Training provider: OpenText
Course duration: 60 minutes
Course outline:
In just 10 years, case law around eDiscovery AI & Analytics has exploded. Over100 published opinions specifically address technology-assisted review (TAR) andpredictive coding—evaluating complex and nuanced issues such as defensibility,
workflow design, protocol negotiation, and transparency obligations. In themeantime, dozens of state bar associations have imposed ethical obligations
for lawyers to maintain technical competency, including within eDiscovery.
Join OpenText professionals who will help you learn what you need to know about
the intersection of ethics and AI in eDiscovery.
What You Will Learn:• Key legal issues around eDiscovery and technology• Latest developments in the jurisprudence around technologicalcompetency obligations• Key case law governing the application of machine learning to eDiscovery• Understanding the potential ethical issues around technology
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups seeking a deeper dive into TAR• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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Investigations:
5. Course: OTLT05
Course title: Managing the True Challenges in a Compliance Investigation(CLE accreditation pending)Training provider: OpenText (Firm speaker optional)
Course duration: 60 minutes
Course outline:
Compliance investigations are fraught with challenges from start to finish—from thepre-planning stage through the presentation of the final report detailing the factual
findings. Recognizing, anticipating, and addressing these challenges in advance will
benefit every aspect of the ultimate investigation. In turn, consistently implementing
protocols in a considered manner will ensure an efficient, effective, thorough andsuccessful compliance investigation. Join this session with OpenText investigation
experts for tips and tricks for the best possible results on your next complianceinvestigation.
What You Will Learn:• How to develop, implement and enforce policies and procedures that will facilitate
downstream investigation• How to manage personnel, privacy, privilege and cross-border implications
and concerns• How to appropriately scope the investigation and control data proliferation• How to ensure an effective, thorough and complete assessment
Who Should Attend:• Partners, Associates, Counsel & Members of legal, regulatory and compliancepractice groups• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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6. Course: OTLT06
Course title: Bending the EDRM Continuum(CLE accreditation pending)Training provider: OpenText (Firm speaker optional)
Course duration: 60 minutes
Course outline:
In any investigation, accessing the facts quickly is critical to effective and timely
resolution. All too often, however, the facts are not well developed or are unknown.
Without an understanding of what they are looking for, many teams resort toproduction style relevance review of large volumes of data. This approach can beinefficient and costly. In this course members of the Recon investigations teamwill talk about how to bend the EDRM continuum and uncover the truth earlier,more efficiently, and at a lower cost.
What You Will Learn:• Secrets of using advanced visual and textual analytics to conduct
targeted investigations• How technology-assisted review based on continuous active learning canhelp investigation teams uncover critical facts fast
• How predictive search can accelerate your investigation• How sentiment analysis can help uncover subtle clues• What it means to prove a negative in an investigation
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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7. Course: OTLT07
Course title: The Anatomy of an Efficient Document Review: How to Control
Document Review Costs and Improve Results(CLE accreditation pending)Training provider: OpenText (Firm speaker optional)
Course duration: 60 minutes
Course outline:
The legal industry is experiencing a shift in business-as-usual dispute andinvestigations activity. Controlling outside counsel costs remains top priority forlaw department leaders, while maintaining a competitive advantage is a top goalof law firms. Document review comprises 70% of litigation costs and is therefore
a key area of focus to maximize efficiency and lower overall costs. But controlling
document review costs and risk has never been more challenging with continued
exponential growth of data volumes and complexity, and a transition to a largely
remote workforce resulting in additional collection, cybersecurity and data privacy
risks. This session will outline key considerations for maximizing efficiency andminimizing risks and costs associated with document review.
What You Will Learn:• How to maximize review efficiency and control using technology-assisted
review (TAR 2.0)
• Choosing the right TAR for the job• Benchmarks for measuring TAR efficiency and completeness—precisionand recall• Leveraging technology (TAR) and process best practices for efficient andeffective QC• Tips for working securely while remote
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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Breach Response Analysis & Reporting:
8. Course: OTLT08
Course title: Help! We’ve Been Hacked: Best Practices for Meeting Legal,
Regulatory and Ethical Obligations After a Data Breach(CLE accreditation pending)Training provider: OpenText (Firm speaker optional)
Course duration: 60 minutes
Course outline:
Data breaches are on the rise, and increasingly involve the inadvertent disclosureor theft of PII, PCI, PHI and/or commercially sensitive data. No matter how prepared
your organization or your client may be, prompt response is critical. Lawyers are
obligated to safeguard their and their clients’ confidential and sensitive information
and respond promptly by advising on and acting on all legal issues and mattersarising from the breach. This course will focus on best practices approaches,
including use of advanced technology to comply with ethical and regulatory
obligations effectively and efficiently.
What You Will Learn:• The regulatory framework, ethical obligations and timelines that govern data
breach response• Considerations in preparing an effective data breach response plan
• Processes to consider for meeting deadlines and fulfilling data breach notification
requirements with regulators and affected individuals• A look at how eDiscovery review workflows can be efficiently and effectively
applied to identify PII, PCI, PHI and/or commercially sensitive data
Who Should Attend:• Partners, Associates, Counsel & members of litigation/disputes and regulatory
practices groups• eDiscovery/Litigation Support Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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Enterprise Legal Document and Knowledge Management:
9. Course: OTLT09
Course title: How to Fast-Track Business Development and Win More Businesswith Enterprise Data Insights(CLE accreditation pending)Training provider: OpenText
Course duration: 60 minutes
Course outline:
To win new client pitches and be invited to the next stage in request for proposal (RFP)
bids it is critical that legal teams expediently find, analyze, and organize specific,
strategic knowledge from their experts, legal practitioners and business partners.
Yet, with millions of documents stored across disparate on premise and cloudsystems, lawyers are increasingly challenged to quickly access relevant informationand gain strategic insights to meet both client and internal business demands.
In this course, speakers will discuss best practices for leveraging a modern
AI-powered KM solution to gain information insights beyond text-based search,increasing the strategic advantage while spending less time on non-billable work.
What You Will Learn:• How to search billions of records—across multiple data systems—to gain morecomprehensive case, project, and client knowledge in moments• How to quickly and automatically build search models that teams can reuseand share to find and stay on top of the most relevant information available—
all without knowing precise keywords• How visualizations provide the big picture case strategy that clients need to see
Who Should Attend:• Partners, Associates, Counsel & members legal groups• Knowledge Management Professionals

Continuing Legal Education (CLE) | Programs Course Catalogue

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10. Course: OTLT10
Course title: Document Management Strategies for Optimized Legal Teams(CLE accreditation pending)Training provider: OpenText
Course duration: 60 minutes
Course outline:
Law firms and legal departments today are looking to optimize their time as demandson their services increase and budgets decrease. With the right legal content
management tools, innovative legal departments can eliminate information silos
and time-consuming administrative tasks, while focusing on higher-level activities
that will surpass client demands, reduce costs and deliver a competitive advantage.
Join this session with OpenText experts and discover how implementing a purposebuilt, legal document management (DM) solution that stores all documents and work
product in a single place, can take your legal team to the next level of efficiency.
What You Will Learn:• How the right DM solution can provide an information center that can beorganized by legal, client or matter content• How to enhance productivity by centralizing secure document collaboration
whether from the web, Office applications, Microsoft Teams, or a mobile/tablet
device• How streamlined searches speed access to relevant information while uncovering
strategic insights• How automatically filing emails alongside your case content saves timeby providing a single point of reference for all matter content• How quickly linking to documents in email reduces document collaboration costs,
lost edits and issues arising from sharing an incorrect final version• How to protect content from a data breach at the document level and withactivity monitoring
Who Should Attend:• Partners, Associates, Counsel & members legal groups• Knowledge Management Professionals

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Presenter Bios:
Adam Tondryk, Esq., PMP
Director, Cloud Services Managed Review, OpenText
A former litigation associate, Adam Tondryk is an expert at helping review teams
use OpenText’s advanced technology to achieve greater efficiency and savings.
He has over 10 years’ experience managing a large variety of document reviews(including overseas) and developing best practices for quality assurance andreview project management protocols. He regularly assists clients with designing
document review workflows and is adept at forming rapid-response teams to staff
any size and type of review.
Adam regularly speaks as a subject matter expert at industry trade shows,educational seminars and presentations to clients. He holds a dual B.A. in Economics
and Behavioral Science and Law from the University of Wisconsin-Madison anda J.D. from the University of California, Hastings College of the Law. Bar status
includes Illinois Bar, 2002; District Courts for the Northern and Central Districtsof Illinois, 2003. He is also a certified Project Management Professional (PMP).
Tom Gricks III
Lead Strategy Consultant, OpenText
Tom Gricks is a prominent eDiscovery lawyer and one of the nation's leading
authorities on the use of TAR in litigation. Tom advises corporations and law firms
on best practices for applying technology to reduce the time and cost of discovery.
He has more than 30 years’ experience as a trial lawyer and in-house counsel, mostrecently with the law firm Schnader Harrison Segal & Lewis, where he was a partnerand chair of the eDiscovery Practice Group.
Tom is a member, Sedona Conference, Working Group 1, and is admitted in the
United States Supreme Court, Third Circuit Court of Appeals, Eighth Circuit Court ofAppeals, Tenth Circuit Court of Appeals, United States District Court for the Districtof Colorado, United States District Court for the Western District of Pennsylvania,
United States District Court for the Middle District of Pennsylvania, Supreme Court
for the Commonwealth of Pennsylvania. He holds B.S., Chemical Engineering, from
Carnegie Mellon University and a J.D., cum laude, Duqesne University School of Law.

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Tracy Drynan
Principal Consultant, OpenText
Tracy Drynan joined OpenText in 2020 as Principal Consultant, where she leads
the Recon Investigations team. Tracy brings deep experience assisting leading law
firms and their clients in nearly all aspects of the eDiscovery lifecycle, and has over
12 years of experience providing investigative analysis to clients. Prior to joining
OpenText, Tracy served as Senior Staff Attorney, Cleary Gottlieb Steen & Hamilton
LLP, where she spearheaded team and strategy management, M&A data collection
and interview guidance, vendor relationships and technology consulting to Clearystaff and project attorney teams.
Tracy is a renowned industry speaker and author on topics including predictive
coding, forensic collections, and advanced analytics in investigations, is co-chairof the D.C. Bar eDiscovery Committee , a Coach for Georgetown eDiscovery
Academy and former Director of the D.C. Chapter of Women in eDiscovery. She
holds a B.A. in Political Science from the University of Nevada at Las Vegas andMasters in International Political Economy and J.D. from the University of Denver,with bar admissions in the District of Columbia and Colorado.
Adam Kuhn
Principal Solutions Consultant, OpenText
Adam Kuhn is a Principal Solutions Consultant at OpenText Discovery and an
eDiscovery lawyer based out of Tampa, Florida. Adam works with some of theworld’s largest enterprises, law firms, and regulators on their legal technology
programs and workflows with an emphasis on predictive systems for investigations
and document review. He holds an advanced certification for OpenText Axcelerate
and received the Rossman award from the USPTO Society for his contributions tolegal scholarship. Adam is an accredited CLE instructor in several states and has
been featured on Legaltech News’ list of 18 millennials changing the face of legal
technology. Adam joined Recommind in 2014 prior to its acquisition by OpenText in2016. Before that, Adam was an eDiscovery analyst at a Fortune 500 company andan associate consultant focused on complex trademark and patent disputes anddamages. Adam received his JD and MBA from the University of San Francisco,
his BA from New York University, and is an active member of the California bar.
Andy Pratt
Senior Account Executive, OpenText
After spending nine years at Perkins Coie where he worked as a Senior Discovery
Consultant overseeing teams of technologists, managing complex projects, andconsulting with case teams and their clients, Andy Pratt joined OpenText in late
2018. In his new role, Andy is now applying his wealth of experience to assist a
broader group of law firm and corporate clients with a range of complex problems,
including traditional litigation-related discovery, as well responding to governmental
and internal investigations, public records requests, data breaches, and compliancewith data privacy laws such as GDRP and the California Consumer Privacy Act.
Andy is an active member of the Washington State bar. He received his JD from
Lewis and Clark Law School and practiced as a real estate and land use litigator forseveral years before focusing on eDiscovery.

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Angela Green
Lead Solutions Consultant, OpenText
Angela is a licensed attorney with more than 17 years of legal, litigation support,
and management experience. She has a strong technical and training backgroundas well as a hands-on demonstrated knowledge of eDiscovery software, workflows,
and operations. Angela combines her litigation and eDiscovery experience to workwith clients to develop and implement proactive, matter-specific, cost efficient,and defensible legal and technical strategies for discovery. She has experiencemanaging the full spectrum of the EDRM (from information governance throughtrial), managing and development of processes and procedures using bestpractices, past performance, and innovative technology (analytics, TAR, complex
workflows), as well as providing the client with an understandable, easy to follow,
sound process for any unique situation. Angela is an active bar member, admitted
to practice law in the Commonwealth of Pennsylvania. She received her JD from
Widener University School of Law, and practiced as a real estate lawyer in Georgia,
worked at an AmLaw 100 firm and, led high profile matters for Federal, State,
Local and Military agencies.
Chris Luke
EnCE EnCEP CCE Head of Forensic Services – US, OpenText
Chris Luke is a forensic expert with more than 15 years of experience in digitalforensics and more than 25 years of experience in IT. He has been involved innumerous matters, including theft, fraud, intellectual property disputes, employee
behavior, violation of restrictive covenants and related contractual issues. He
has acted as an expert witness in several trials at both the state and federal
level. Chris has conducted numerous investigations in civil litigation, which haveincluded court-ordered production of evidence, certifications and affidavits and the
production of expert reports.
Chris is a Certified Computer Examiner, EnCase Certified Examiner and EnCase
eDiscovery Certified Professional.
Paul Lambert
Global Lead for Data Collections, OpenText
As a leading forensic professional, Paul specializes in supporting clients withdata challenges requiring a legally defensible methodology. Examples include
developing national incident response solutions using digital forensic analysis or
proactively assisting clients with privacy and information governance requirements,
including remediation and disposal of high-risk and high-value data in adherence
to regulatory requirements. Paul has provided solutions to the highest standards,
giving expert testimony in the UK courts and tribunals.

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Kim Heyde
Lead Solutions Consultant, eDOCS, OpenText
Attorney and experienced information management consultant, Kim Heyde,
OpenText eDOCS Lead Solutions Consultant and former eDOCS Product Manager
uses her love of technology, problem solving and unwillingness to take no for ananswer, to provide meaningful information management solutions to help users
solve complex business problems.
Prior to her technology career, Kim practiced law in Ohio for 10 years and isa member of the Ohio State Bar Association. She received her J.D. from Ohio
University and has a B.A. from Bethany College in West Virginia and an M.A. fromThe Ohio State University.
Kim is a frequent speaker regarding Information Management on Industry panels,
webinars and podcasts.

About OpenText
OpenText, The Information Company, enables organizations to gain insight throughmarket leading information management solutions, on-premises or in the cloud. For
more information about OpenText (NASDAQ: OTEX, TSX: OTEX) visit: opentext.com.

Connect with us:• OpenText CEO Mark Barrenechea’s blog
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