Legal Tech: The Ethics of E-Discovery In a Remote Work Environment

Under Rule 1.1 of the ABA Model Rules of Professional Responsibility, "a lawyer shall provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness and preparation reasonably necessary for the representation." Competency requires a lawyer to "keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject." Courts have specifically tied this competency standard to e-discovery. "Just as lawyers have a professional responsibility to keep abreast of changes or developments in the law, it is now clear in this "digital age" that attorneys should have basic competency in working with digital evidence and understand how ESI is created, stored and retrieved." See, United States v. Montague, No. 14-CR-6136-FPG-JWF, 2016 BL 527908 (W.D.N.Y. May 17, 2016) (citing Model Rule 1.1 Comment 8 in footnote); see also, City of Rockford v. Mallinckrodt ARD, 326 F.R.D. 489 (N.D. Ill. 2018); State v. Ratliff, 2014 ND 156, 849 N.W.2d 183 (July 17, 2014) (concurring opinion cites Rule 1.1 comment 8). As the use of new and varied technologies grows, the burden on lawyers to keep abreast of these developments in the context of e-discovery has also increased.

Communication and Collaboration Technologies

Communication and collaborative technologies have replaced the short walk to a colleague's office for a quick meeting or business related conversation. Now practically all business communications are filtered through some technology. As such, the increased reliance on various technologies has increased the burden on attorneys to ensure that ESI associated with these platforms is properly identified, preserved, collected and produced in accordance with legal and ethical obligations.