Reducing the Burdens of Privilege Logs: Leveraging Proportionality, Using Alternative Log Forms, Avoiding Waiver

Course Details
- smart_display Format
On-Demand
- signal_cellular_alt Difficulty Level
- work Practice Area
Class Action and Other Litigation
- event Date
Thursday, January 27, 2022
- schedule Time
1:00 p.m. ET./10:00 a.m. PT
- timer Program Length
90 minutes
-
This 90-minute webinar is eligible in most states for 1.5 CLE credits.
This CLE course will provide attendees with practical guidance and innovative ways to reduce the burdens of producing defensible privilege logs under Fed. R. Civ. P. 26(b)(5)(A), while still adequately protecting privileged communications and work product. The panel will (1) discuss leveraging Federal Rule 26(b)(1)'s proportionality standard during the privilege logging process; (2) analyze alternative privilege log formats like categorical and metadata-plus logs; and (3) explain best practices to help avoid inadvertent production and waiver of protections during the discovery process.
Faculty

Ms. Podolny's practice focuses on complex commercial litigation, information governance and eDiscovery issues, and internal investigations. She is counsel in the firm’s litigation practice and a central member of the Information Governance & eDiscovery group providing state-of-the-art data management and eDiscovery advice and services to a wide variety of corporate clients. Ms. Podolny's experience includes developing enterprise-level information governance best practices and working with clients on the development of tailored protocols to streamline a company’s discovery preparation and response to control costs associated with electronic information and meet its desired risk level. She frequently serves as eDiscovery counsel to advises and lead massive discovery response plans, often in response to internal investigations, governmental subpoenas or other requests. Ms. Podolny regularly leads presentations advising clients and lawyers alike on preservation obligations and strategies, predictive coding, and cross-border discovery issues. She is also a frequent speaker and writer on a number of issues related to electronic discovery, data preservation, privilege waiver, and employee communication privacy concerns.

Ms. Metallo-Barragan is the Chief of the E-Discovery Division at the New York City Law Department. The Division works with client agencies to promote efficient, cost-effective, and defensible strategies and workflows related to electronic discovery. She joined the Law Department in 2013 where she is Co-Chair of the E-Discovery Committee, Co-Chair of the Women’s Committee, and a member of the Diversity, Equity & Inclusion Committee and the Caregiver Working Group. Ms. Metallo-Barragan is also a Sedona Conference Working Group 1 Steering Committee member. She graduated from George Washington University Law School in 2005 and was a litigation associate at Pillsbury Winthrop Shaw Pittman’s New York office, where she was a member of the firm’s Antitrust, Corporate Investigations & White Collar Defense Group, and Information Law and Electronic Discovery Practice Group.

Mr. Gajadharsingh has handled complex commercial litigation, class action, breach of contract, and unfair competition disputes, among others. He has significant experience in the fields of e-discovery, knowledge management, as well as data privacy and security. Mr. Gajadharsingh is also well-versed in privilege protection, having developed procedures and training protocols to help ensure that privileged and work product material is not inadvertently produced during the discovery process. He has trained hundreds of attorneys regarding privilege law and has reviewed and/or challenged the validity of thousands of privilege coding determinations. He is a co-team leader of the Sedona Conference drafting team addressing the privilege logging process.
Description
To shield responsive but privileged communications and work product from discovery, counsel must review the documents, expressly assert the right to withhold the items, and describe them in a manner that will enable other parties to assess the claim. This process can consume hundreds of attorney hours, even in modest-size cases.
The Federal Rules now make the concept of proportionality an important factor in discovery. A burgeoning issue courts are addressing is whether and to what extent it can be applied to the privilege logging process. Issues of proportionality and undue burden have also highlighted the use of alternative formats for privilege logs instead of the time-consuming process of generating document-by-document logs requiring unique detailed entries. The panel will provide an in-depth discussion of how these work and what cases seem best suited.
Regardless of the method to reduce the burdens associated with privilege logs, it must prevent the inadvertent disclosure or waiver of protected information. The panel will offer practice pointers on how to address these concerns.
Listen as the panel, including the co-leaders of the Sedona Conference's Working Group 1 Drafting Team on the Privilege Log Process, discusses how to improve the efficiency and quality of privilege logs.
Outline
- Introduction
- Proportionality as applied to privilege logging
- The 2015 Amendment to Rule 26 and the emphasis of proportionality in discovery
- Application to discovery as a whole versus privilege logs
- Alternative formats for privilege logs
- Categorical logs
- Metadata-plus logs
- Avoiding inadvertent production and waiver
- Best practices for the privilege logging process
- All formats require compliance with the rules
Benefits
The panel will discuss these and other key issues:
- How can a requesting party help ensure that the burden of producing a privilege log does not shift from the responding party?
- Can alternative logging formats end up causing more problems than they solve?
- What are best practices from recent cases discussing questions of burden as to privilege logs?
Unlimited access to premium CLE courses:
- Annual access
- Available live and on-demand
- Best for attorneys and legal professionals
Unlimited access to premium CPE courses.:
- Annual access
- Available live and on-demand
- Best for CPAs and tax professionals
Unlimited access to premium CLE, CPE, Professional Skills and Practice-Ready courses.:
- Annual access
- Available live and on-demand
- Best for legal, accounting, and tax professionals
Related Courses

Authenticating Disputed E-Signatures at Trial: ESIGN and UETA, Experts, Burdens of Proof, Audit Trails
Friday, February 28, 2025
1:00 p.m. ET./10:00 a.m. PT

Concurrently and Ethically Representing Companies, Owners, and Employees in the Same Matter
Monday, May 19, 2025
1:00 p.m. ET./10:00 a.m. PT
Recommended Resources
Explore the Advantages of Consistent Legal Language
- Learning & Development
- Business & Professional Skills
- Talent Development