Stephanie E. Lewis Jackson Lewis P.C. | Greenville, SC lewiss@jacksonlewis.com| (864) 232-7000 ©2016 Jackson Lewis P.C. Represents management exclusively in every aspect of employment, benefits, labor, and immigration law and related litigation 800 attorneys in 57 locations nationwide Current caseload of over 6,500 litigations approximately 650 class actions Founding member of L&E Global A leader in educating employers about the laws of equal opportunity, Jackson Lewis understands the importance of having a workforce that reflects the various communities it serves ©2016 Jackson Lewis P.C. “These rules . . . should be construed and administered to secure the just, speedy, and inexpensive determination of every action and proceeding.” Rule 1, South Carolina & Federal Rules of Civil Procedure (emphasis added) ©2016 Jackson Lewis P.C. ©2016 Jackson Lewis P.C. “It would appear that there is something in the DNA of the American civil justice system that resists cooperation during discovery.” Hon. Paul W. Grimm & David S. Yellin, A Pragmatic Approach to Discovery Reform: How Small Changes Can Make a Big Difference in Civil Discovery, 64 S.C. L. Rev. 495, 530 (2013). ©2016 Jackson Lewis P.C. “The parties shall not make nonspecific, boilerplate objections. Objections that state that the discovery request is ‘vague, overly broad, or unduly burdensome’ are, standing alone, meaningless and will be found meritless by this court.” “If a party believes that the request is vague, that party shall attempt to obtain clarification prior to objecting on this ground.” Judge Joseph F. Anderson, Jr. 3:12-cv-02370-JFA ©2016 Jackson Lewis P.C. Objections as to Scope: “If there is an objection based on unduly broad scope, such as time frame or geographic location, discovery should be provided as to those matters within the scope which are not disputed.” Irrelevance: “An objection that a discovery request is irrelevant . . . must include a specific explanation describing why the request lacks relevance and why the information sought will not reasonably lead to admissible evidence.” Judge Joseph F. Anderson, Jr. 3:12-cv-02370-JFA ©2016 Jackson Lewis P.C. Formulaic Objections Followed by an Answer: “The parties shall not recite a formulaic objection followed by an answer to the request. It has become common practice for a party to object on the basis of any of the above reasons and then state that, ‘notwithstanding the above,’ the party will respond to the discovery request, subject to or without waiving the objection. Such an objection and answer preserves nothing and serves only to waste the time and resources of both the parties and the court.” Judge Joseph F. Anderson, Jr. 3:12-cv-02370-JFA ©2016 Jackson Lewis P.C. Jones Day Sanctions (Civ. Action 11-4017-MWB) • Sua sponte imposed by judge • Overuse of form objections (115 times, over 50% of questions) • Using frivolous objections to coach and interrupt: - Q. Are you familiar with the term immunocompromised? - A. Yes. - Q. And that would include premature babies? - Object to the form. It’s a non-sequitor. “In case there is any doubt, non-sequitor is not a proper objection.” ©2016 Jackson Lewis P.C. “During th[e] deposition, Counsel lodged no fewer than 65 ‘form’ objections. . . Immediately after most of these ‘form’ objections, the witness gave the seemingly Pavlovian response, ‘Rephrase.’ At times, the transcript feels like a tag-team match, with Counsel and witness delivering the one-two punch of ‘objection’ – ‘rephrase’.” ©2016 Jackson Lewis P.C. “Attorney Leonhart and I then engaged in an unpleasant banter back and forth, and at one point in time during that banter, Attorney Leonhardt actually ducked her head under the conference room table in my direction. When I asked her what she was doing, she indicated she was looking to see if there was anything between my legs.” Civil Action No. HHDCV146049524S ©2016 Jackson Lewis P.C. “Various counsel at various times in this litigation have intoned with solemnity that ‘the transcript speaks for itself.’ It does. And the transcripts and e-mails attached to other motions also speak for themselves. The interactions between the lawyers that are exposed in those documents are disgraceful and are the antithesis of the professionalism and civility which this court has traditionally associated with the respected law firms by whom those lawyers are employed. It has escalated and intensified over the course of these proceedings. It simply can no longer be tolerated. This behavior demeans the participants, demeans the witnesses and demeans the very system of justice itself.” Judge David M. Sheridan ©2016 Jackson Lewis P.C. FBA Has Launched a Task Force to Make Recommended Changes to Initial Discovery in Employment Cases: • Initial Case Management Conference with Lead Counsel and Judge to Discuss Issues in Case • Initial Exchange of Categories of Relevant Information • Agreed-upon Scope in Terms of Time Frame of Discoverable Information • More Robust Discussion of ESI • Happens Early to Streamline the Case and Focus Parties on the Issues ©2016 Jackson Lewis P.C. Broad consensus among practitioners of need for more active judicial involvement; Agreed to adopt Judge Anderson’s Order on boilerplate objections; Agreed to framework for exchange of information; Working to have individual judges test the protocols, which are based on Duke Conference Pilot Project. ©2016 Jackson Lewis P.C. THANK YOU! ©2016 Jackson Lewis P.C.