Education

• University of Oklahoma

  (B.A., 2005)

• Case Western Reserve University School of Law

  (J.D., 2009) (Concentration in Litigation, with Honors)

Admissions

• State of Ohio
• U.S. District Court, Northern District of Ohio
• U.S. District Court, Southern District of Ohio
• U.S. Court of Appeals, Sixth Circuit
• U.S. Court of Appeals, Ninth Circuit

Discovery

• Leads eDiscovery strategy in cases of all sizes, from small document productions to cases involving millions of records and terabytes of data.
• Provides counsel on all aspects of eDiscovery to a wide range of clients, including several Fortune 500 companies.
• Uses his training as a Relativity Certified Administrator to maximize the software’s flexibility and provide an intuitive interface for end users.
• Strategically collects electronic evidence in a cost-effective way by using analytics tools to identify and understand where clients’ data exists.
• Uses analytics tools, such as predictive coding, email threading, near duplicate analysis, categorization, clustering, language identification, pivot tables, data mapping, and data mining, to identify and prioritize the review of key documents.
• Skilled at developing and leveraging technology assisted review and investigation workflows to identify critical documents.
• Responds to and resolves discovery disputes by addressing arguments, planning for contingencies, and providing quick responses.
• Provides counsel with regard to preservation obligations, how to search for and collect data while preserving its integrity, and the drafting of review protocols.
• Coordinates forensic experts and analysis to help clients address eDiscovery matters effectively and efficiently.
• Implements litigation holds, negotiates parameters, and coordinates defensible ESI collections, searches, and productions.
• Supervises document review teams and projects, and assists with depositions by gathering and directing attorneys towards the evidence needed.
• Provides training for eDiscovery best practices and policies for attorneys and businesses with regards to compliance, data mapping projects, litigation hold procedures, electronic searches, document productions, and more.

Litigation

• Tried civil and criminal jury trials in Ohio Courts of Common Pleas and the U.S. District Court for the Northern District of Ohio.
• Advocated as appellate counsel before the Court of Appeals of Ohio, Eighth and Ninth Districts, and before the U.S. Court of Appeals for the Sixth Circuit.
• Obtained favorable case-dispositive orders on summary judgment and sanctions briefing in the Ohio Courts of Common Pleas and U.S. District Courts for Arizona and the Northern District of Ohio.
• Advocated as arbitration hearing or subpoena counsel before MLBA, AAA, and FINRA panels.
• Represented clients responding to governmental, regulatory, and grand jury investigations and subpoenas, including requests from the SEC, IRS, FBI, FINRA, U.S. Attorneys, and state attorney generals.
• Resolved disputes via alternative dispute resolution, including negotiation and mediation.
• Coordinated litigation strategy with in-house counsel as well as out-of-state law firms as local or liaison counsel.
• Conducted or supervised pre-suit or on-site investigations, evidence collections, and interviews of key witnesses.

Publications

• “Ohio Hits the Refresh Key on Civ.R. 37(E) | The New Rule on Electronic Spoliation and Sanctions,” Cleveland Metropolitan Bar Journal (November 2022)
• “Involuntary Forensic Examinations in eDiscovery,” Cleveland Metropolitan Bar Journal (November 2020)
• “How Do You Want Your Evidence? | Demystifying Civ.R. 34’s ‘Reasonably Useable’ and ‘Usual Course’ Requirements,” Cleveland Metropolitan Bar Journal (November 2019)

Presentations

• Guest speaker on electronic discovery and legal technology, Case Western Reserve University School of Law (2019-present)
• “Any Sufficiently Advanced Technology… | How to work eDiscovery magic,” Case Western Reserve University School of Law (January 2019)
• “Irth, Wind, and Fired? | How to draft an (in)effective privilege clawback agreement,” Ulmer Presentation (February 2018)
• “Don’t Panic! | Making document review manageable with analytics,” Ulmer Presentation (October 2017)
• “Professionalism in the 21st Century: The Ethics of eDiscovery,” A Closer Look: Ethical eDiscovery Concerns Client CLE Seminar (October 2016)

PROFESSIONAL AFFILIATIONS

• Ohio State Bar Association
• Cleveland Metropolitan Bar Association
• The Sedona Conference, Working Group 1 – Electronic Document Retention and Production
• Association of Certified eDiscovery Specialists

HONORS

• Named to the Ohio Super Lawyers Rising Stars List (2014-2019)
• Accredited Relativity Certified Administrator