As part of its Working Group on Electronic Document Retention & Production, the Sedona Conference recently released a “TAR Case Law Primer” that analyzes court decisions that directly or indirectly touch upon issues involving technology-assisted review (“TAR”).

The primer begins with a brief summary of Da Silva Moore v. Publicis Groupe, 287 F.R.D. 182 (S.D.N.Y. 2012), the first published opinion agreeing that TAR is an “acceptable way to search for relevant ESI in appropriate cases.” Id. at 183. Although this opinion approved the use of TAR in that case under the particular facts and issues before the court, many parties were still unclear regarding the method of implementing TAR, the appropriate level of involvement by opposing parties (if any), and whether an agreement must be reached regarding technical specifics of the TAR process.
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