The Ethics of E-Discovery: Rules, Risks, and Real-World Cases

Kirby Drake
Kirby Drake | Kirby Drake Law PLLC

Kirby has focused her efforts on helping clients successfully navigate their intellectual property (IP) challenges. She thrives on troubleshooting IP issues. She also enjoys being an advisor to clients when they need assistance in identifying, protecting, and leveraging their IP.

On-Demand: September 23, 2025

1 hour CLE

Tuition: $395.00
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Program Summary

This presentation will focus on blending ethical rules with procedural mandates to help lawyers avoid sanctions, eliminate boilerplate, and deliver focused, defensible discovery. The presentation will provide a guide to the rules relevant to e-discovery and case law concerning e-discovery and possible sanctions that can arise when missteps occur with e-discovery. The presentation will conclude by highlighting issues related to social media e-discovery and case law examples of the pitfalls that can arise.

Key topics to be discussed:

  • Rules for e-discovery and key takeaways
  • Case law examples from when pitfalls occur in e-discovery
  • Lessons to be learned from e-discovery sanction case law
  • Social media e-discovery pitfalls

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Kirby Drake_FedBarKirby Drake | Kirby Drake Law PLLC

Since 2002, Kirby has focused her efforts on helping clients successfully navigate their intellectual property (IP) challenges. She thrives on troubleshooting IP issues. She also enjoys being an advisor to clients when they need assistance in identifying, protecting, and leveraging their IP. Kirby has a special focus on the patent process, as she is a registered patent attorney. The patent system can be complicated, and Kirby helps clients be more comfortable and understand what inventions they can protect and how best to protect them. These inventions can be wide-reaching, and Kirby endeavors to make the patent process accessible to all, whether a start-up or a Fortune 500 company. Kirby utilizes checklists and forms and manages deadlines, sweating even the small stuff when it comes to IP for her clients so they can focus on growing and managing their businesses.

Not only does Kirby work with clients to tackle their IP issues as part of her practice, but she is also committed to IP education and advocacy through her work with the State Bar of Texas and the American Chemical Society. As part of the State Bar of Texas, Kirby served as Chair of the IP Section for the 2018-2019 bar year, where the Section offered IP pro bono workshops for Texas entrepreneurs and also held its first Trademark Boot Camp, educating attorneys, paralegals and law students on the nuts and bolts of trademark law. Kirby also served as Chair of the American Chemical Society (ACS) Committee on Patents and Related Matters for 2018-2020, where she focused on educating members and the public about patents and other important IP issues and identifying opportunities to advocate on the importance of IP.

Agenda

I. Rules for e-discovery and key takeaways | 2:30pm – 2:45pm

  • Model Rules 1.1, 3.3, 3.4

II. Case law examples from when pitfalls occur in e-discovery | 2:45pm – 3:00pm

III. Lessons to be learned from e-discovery sanction case law | 3:00pm – 3:15pm

IV. Social media e-discovery pitfalls | 3:15pm – 3:30pm

Credits

Alaska

Approved for CLE Credits
1 Ethics

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 Ethics

Arkansas

Approved for CLE Credits
1 Ethics

Arizona

Approved for CLE Credits
1 Professional Responsibility/Ethics

California

Approved for CLE Credits
1 Ethics

Colorado

Pending CLE Approval
1 Ethics / Professionalism

Connecticut

Approved for CLE Credits
1 Ethics / Professionalism

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 Enhanced Ethics

Florida

Approved via Attorney Submission
1 Ethics Hours

Receive CLE credit in Florida via Attorney Submission.
Georgia

Approved for CLE Credits
1 Ethics

Hawaii

Approved for CLE Credits
1 Ethics / Professionalism

Iowa

Pending CLE Approval
1 Ethics

Idaho

Pending CLE Approval
1 Ethics / Professionalism

Illinois

Approved for Self-Study Credits
1 Ethics

Indiana

Approved For On-Demand Credits
1 Ethics

Kansas

Pending CLE Approval
1 Ethics / Professionalism

Kentucky

Pending CLE Approval
1 Ethics

Louisiana

Pending CLE Approval
1 Ethics

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 Ethics / Professionalism

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
1 Ethics

Missouri

Approved for Self-Study Credits
1.2 Ethics

Mississippi

Pending CLE Approval
1 Ethics

Montana

Pending CLE Approval
1 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
1 Ethics

North Dakota

Approved for CLE Credits
1 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 Professional Responsibility

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 Ethics / Professionalism minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1 Ethics

Nevada

Pending CLE Approval
1 Ethics / Professionalism

New York

Approved for CLE Credits
1.2 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
1 Professional Conduct

Oklahoma

Pending CLE Approval
1 Ethics / Professionalism

Oregon

Approved for Self-Study Credits
1 Ethics

Pennsylvania

Approved for Self-Study Credits
1 Ethics

Rhode Island

Pending CLE Approval
1 Ethics / Professionalism

South Carolina

Pending CLE Approval
1 Ethics / Professionalism

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
1 Dual

Texas

Approved for CLE Credits
1 Ethics

Utah

Pending CLE Approval
1 Ethics / Professionalism

Virginia

Not Eligible
1 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
1 Ethics

Washington

Approved via Attorney Submission
1 Ethics Hours

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
1 General

West Virginia

Pending CLE Approval
1.2 Ethics / Professionalism

Wyoming

Approved for Self-Study Credits
1 Ethics / Professionalism

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