CLE - eDiscovery for Mobile Devices

Austin Hagen

Vice President, Operations
austin.hagen@proteusdiscovery.com

Austin leads the client services team, overseeing the strategy and execution of forensics, ESI hosting, and managed review. His 15 years of eDiscovery experience include project management, training, and consulting. Austin is responsible for process creation and documentation, workflow automation, and ensuring Proteus’ growth is geared to maintain the white-glove service Proteus clients have come to expect.

B.S., Computer Systems, University of Wisconsin-Superior, 2005
Brainspace Certified Analyst
Brainspace Certified Specialist
Reveal Review
Reveal Administrator
Relativity Analytics Specialist
‍Relativity Review Management Specialist
Relativity Certified Administrator (RCA)
Relativity Expert

Ryan Rieff

Director, eDiscovery Services
ryan.rieff@proteusdiscovery.com

Ryan leads our core eDiscovery services, including ESI processing, productions, and database administration. He is a Relativity Master, a feat achieved by only about 250 of Relativity's 250,000 global users.

Prior to joining Proteus, he worked as a document review attorney, becoming proficient in platforms including Relativity, Viewpoint, and Nuix and working extensively in first pass, QC, and privilege reviews.

B.A., History, Indiana University, 2007
J.D., Indiana University Robert H. McKinney School of Law, 2015
Relativity Review Management Specialist
RelativityOne Certified Pro (ROCP)
Relativity Certified Administrator (RCA)
Relativity Master

Gary Smith

Senior Project Manager
gary.smith@proteusdiscovery.com

Scott Collins

Senior Project Manager
scott.collins@proteusdiscovery.com

Scott has honed his eDiscovery skills while managing projects at Proteus since 2015. Prior to joining the team, he was a document review attorney with Black Letter Discovery, and a staff attorney in Barnes & Thornburg LLP’s litigation department from 2012 to 2014. Scott has also worked as a law clerk and associate attorney for other Indianapolis-area firms practicing in the areas of personal injury, criminal defense, family law, and property law.

Scott’s practice involves regular management and delivery of eDiscovery and Information Governance services to a wide variety of local, regional, and national clients. He enjoys serving as an intermediary between clients, outside counsel, eDiscovery vendors, and document review teams. For over five years, Scott has engaged in various high-profile document review projects, including as a first line reviewer, a QC reviewer, a team leader, and a project manager. He has worked on projects ranging from medical device litigation for a Fortune 100 subsidiary to contract litigation for a multinational chemical corporation.

B.A., Mass Communications and History, Anderson University, 1999
J.D., Indiana University Robert H. McKinney School of Law, 2010
RelativityOne Certified Pro (ROCP)

Sarah Barth

Senior Project Manager
sarah.barth@proteusdiscovery.com

Sarah draws on a decade of legal experience to help her clients navigate large-scale discovery matters. She brings her affinity for detail-oriented work to each stage of the process, leveraging her background as first pass reviewer, quality control reviewer, compliance counsel, project attorney, and project manager to ensure her clients' needs are translated and implemented throughout the project lifecycle.

Prior to joining Proteus, Sarah's background included facilitating large commercial real estate transactions, global enterprise regulatory compliance, and class action settlement administration.

B.A., Social Sciences, Washington State University, 2010
J.D., Environmental and Natural Law Certificate, University of Denver Sturm College of Law, 2013

Sarah Whitney

Project Manager
sarah.whitney@proteusdiscovery.com

B.A., International Studies, Bradley University, 2008
J.D., Western Michigan University Cooley Law School, 2012

Darryl Durham

Associate Project Manager
darryl.durham@proteusdiscovery.com

B.A., Journalism, Columbia College Chicago, 1982

Travis Morgenstern

Associate Project Manager
‍travis.morgenstern@proteusdiscovery.com

B.A., Business Administration, Fort Hays State University, 2022

Ryan Short

Vice President, Revenue
ryan.short@proteusdiscovery.com

Ryan leads business development and consults with clients to design engagements that are right-sized with respect to services, software, and cost. He is a Certified eDiscovery Specialist and holds certifications from multiple hosting and review platforms.

He also leads commercialization efforts for DiscoveryMaster, a Relativity integration developed by the Proteus leadership team, now licensed to law firms, managed services providers, consulting firms, and corporate legal teams across the globe.

B.A., Telecommunications, Indiana University, 2011
M.B.A., Kelley School of Business, Indiana University, 2020
Certified eDiscovery Specialist (CEDS)
Relativity Certified Sales Professional
Reveal Sales Certified
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eDiscovery for Mobile Devices: Navigating the Challenges of Digital Evidence

The prevalence of mobile devices in both personal and professional settings has made them a critical source of electronically stored information (ESI) in litigation. Text messages, call logs, messaging apps, and location data often hold key evidence, but collecting and reviewing mobile data presents unique challenges in legal discovery.

That’s why Proteus Discovery Group offers eDiscovery for Mobile Devices, a Continuing Legal Education (CLE) course designed to help legal professionals understand best practices for handling mobile evidence defensibly and efficiently.

Why Mobile Device eDiscovery Matters

From commercial litigation and employment disputes to criminal cases and regulatory inquiries, mobile devices play an increasing role in legal investigations. Courts now expect legal teams to handle mobile data with the same level of care as traditional ESI, making it crucial to:

• Understand what types of data can be collected
• Ensure defensible collection and preservation
• Manage privacy concerns and compliance obligations

Course Overview

The eDiscovery for Mobile Devices CLE course provides a structured approach to collecting and analyzing mobile data, covering:

• Matter Types That Require Mobile eDiscovery – Employment disputes, intellectual property litigation, internal investigations, and more.
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• What Data Can Be Collected? – Text messages, call records, emails, browser history, collaboration app data, location tracking, and even deleted content.
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• Collection Methods – Remote collection, full forensic imaging, targeted ESI extraction, and key challenges with Apple vs. Android devices.
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• Expectations of Privacy – Understanding Bring Your Own Device (BYOD) policies, legal hold obligations, and case law on mobile data privacy (Paisley Park v. Boxill, Klipsch Group v. ePRO E-Commerce).
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• Costs & Review Considerations – How mobile eDiscovery pricing models work, and best practices for reviewing mobile data in platforms like Relativity, Reveal, and Everlaw.

Challenges and Best Practices

Work with IT and cybersecurity teams to limit exposure and prevent further data loss.

The technical limitations of collecting data from certain mobile apps.

The risk of spoliation if collection is not done promptly and correctly.

The importance of clear BYOD policies to avoid disputes over corporate vs. personal data.

Our course provides real-world guidance to help legal teams streamline mobile discovery, minimize risk, and ensure compliance with legal and ethical standards.

Real-World Example: The Dangers of Mishandling Mobile Data

High-profile cases, such as Heslin v. Jones (2022), have demonstrated the serious consequences of mishandling mobile data. In this case, inadvertent production of an entire phone’s contents raised issues of attorney competence, privilege, and ethical obligations—a stark reminder that legal teams must approach mobile discovery with caution. Similarly, in Paisley Park v. Boxill, failure to properly preserve mobile communications led to critical evidence disputes, highlighting the need for defensible collection and documentation processes. These cases underscore why legal teams must stay ahead of evolving eDiscovery challenges.

Who Should Take This Course?

This CLE is ideal for legal professionals involved in cases where mobile data is key, including:

• Attorneys handling litigation, investigations, and regulatory matters
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• In-house counsel responsible for compliance and data governance
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• Litigation support and eDiscovery professionals managing mobile evidence
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• Digital forensics and cybersecurity specialists assisting with mobile collections

Stay Ahead in Mobile eDiscovery

As mobile devices continue to generate ever-growing amounts of evidence, legal teams must adapt to new technologies and legal standards. Proteus Discovery Group’s eDiscovery for Mobile Devices CLE equips professionals with the knowledge and tools needed to navigate mobile data discovery with confidence.

Interested in scheduling this course for your firm or legal department? Contact us today to learn more!