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		<title>From automation to generative AI, how e-discovery tools are evolving</title>
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		<pubDate>Sun, 09 Mar 2025 10:08:04 +0000</pubDate>
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					<description><![CDATA[<p>Historically, the legal profession has been slow to embrace emerging technologies. E-discovery software, however, was an exception, largely because Congress amended Rule 26(f) to the Federal Rules of Criminal Procedure, which required its implementation. While e-discovery adoption was not always enthusiastic, it was notable, representing one of the first times legal professionals truly leaned into [&#8230;]</p>
<p>The post <a href="https://homesafetytechpros.com/from-automation-to-generative-ai-how-e-discovery-tools-are-evolving/">From automation to generative AI, how e-discovery tools are evolving</a> appeared first on <a href="https://homesafetytechpros.com">Home Safety Tech Pros</a>.</p>
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<br /><img decoding="async" src="https://www.abajournal.com/images/main_images/NicoleBlack2.jpg" /></p>
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<p>Historically, the legal profession has been slow to embrace emerging technologies. E-discovery software, however, was an exception, largely because Congress amended Rule 26(f) to the Federal Rules of Criminal Procedure, which required its implementation. While e-discovery adoption was not always enthusiastic, it was notable, representing one of the first times legal professionals truly leaned into modern technology.</p>
<p>Initially, e-discovery software was cutting-edge, offering legal professionals the ability to sort through and categorize massive amounts of electronically stored information for production in litigation matters. Over the years, significant advancements in this category of software were few and far between. Systems transitioned from premises-based systems to the cloud—an important change—but truly innovative updates were rare.</p>
<p><a href="https://www.abajournal.com/columns/article/generative-ai-brings-new-insights-to-litigation-analytics-tools">In November 2022</a>, generative artificial intelligence tools became widely available to the general public, which laid the foundation for the next stage of innovation in discovery software. Since then, more than 10 companies have integrated this technology into their products.</p>
<p>With generative AI features embedded in e-discovery tools, the identification, collection, preservation, processing, review and analysis of relevant electronic documents are simplified. The software can also assist with rapidly analyzing large volumes of data, identifying patterns and providing insights overlooked during manual review. Some platforms even include generative AI-driven advanced search capabilities, which enable more accurate keyword searches, tagging and redaction.</p>
<h2>Choosing e-discovery software with generative AI features</h2>
<p>If your law firm is interested in exploring how generative AI can improve the e-discovery process, first assess your firm’s specific needs and how these tools will integrate into your litigation workflow. What are the biggest challenges when managing electronically stored information? Which tasks consume the most time? How can generative AI streamline the process by automating document review, categorization or privilege identification?</p>
<p>Next, consider the tools that your firm is currently using. Do they include generative AI features, or is generative AI development on the product road map? Are there integrations available that would provide the functionality that you’re seeking? If your current providers are expanding their AI capabilities, it may be more efficient to adopt those updates, rather than implementing an entirely new platform.</p>
<p>Trusted providers should be the first place that you look before exploring new vendors. Leveraging existing tools with AI enhancements can minimize disruption, reduce onboarding time and ensure consistency in your firm’s workflows.</p>
<h2>Vetting e-discovery providers</h2>
<p>When your firm adopts cloud-based e-discovery tools, you are entrusting a third party with sensitive client data. Ethical obligations require you to vet the provider thoroughly, which includes reviewing data security measures, storage locations, access controls and backup policies to ensure compliance with professional responsibilities.</p>
<p>For AI-enhanced platforms, it’s also essential to understand the accuracy of AI-generated outputs, how the provider protects user data, and whether queries will contribute to training AI models.</p>
<p>Finally, whenever possible, take advantage of free trials or demos to test usability and determine whether a platform aligns with your firm’s needs.</p>
<p>With these considerations in mind, let’s explore AI-powered e-discovery tools.</p>
<h2>E-discovery tools with generative AI features</h2>
<p>  • <strong><a href="https://www.revealdata.com/product/generative-ai">Reveal</a>:</strong> Offers an AI-powered platform featuring “Ask,” a generative AI search tool that facilitates natural language queries and streamlines document review and analysis by providing verifiable insights and summaries.</p>
<p>  • <strong><a href="https://www.relativity.com/data-solutions/air">Relativity</a>:</strong> Provides “Relativity aiR,” a suite of AI tools designed to enhance review to gauge the responsiveness of documents; case strategy to create case summaries and timelines; and privilege review, which accelerates the identification of privileged information.</p>
<p>  • <strong><a href="https://csdisco.com/offerings/cecilia">DISCO</a>:</strong> “Cecilia” is its generative AI tool that translates and summarizes documents and depositions, enables interrogation of evidence or individual documents, generates timelines, and automates document review.</p>
<p>  • <strong><a href="https://www.everlaw.com/product/everlaw-ai-assistant">Everlaw</a>:</strong> Features the “EverlawAI Assistant,” which integrates with Everlaw’s Storybuilder and document review products. Using a Q&amp;A format, it provides verifiable outputs that expedite document review and surface critical information to assist in crafting convincing arguments.</p>
<p>  • <strong><a href="https://www.exterro.com/exterro-data-risk-management-platform/ai">Exterro</a>:</strong> “Exterro Assist” is a generative AI tool embedded in the company’s e-discovery and legal governance solutions. With it, users can query the system using natural language to obtain contextually relevant results. It can also be used to automate workflows, summarize cases and documents, and create reports.</p>
<p>  • <strong><a href="https://lexbe.com/ediscovery-platform/generative-ai-ediscovery-automation">Lexbe</a>:</strong> Offers “CoPilot,” a generative AI-powered feature that summarizes documents, extracts key details and improves review efficiency. This tool enables legal teams to understand evidence and develop case strategies quickly.</p>
<p>  • <strong><a href="https://haystackid.com/haystackid-core-intelligence-ai/#key-benefits">HaystackID</a>:</strong> HaystackID’s “Core Intelligence AI” automates key e-discovery tasks, such as data classification, document summarization and the identification of sensitive information. It helps legal teams manage large volumes of data, speeds up review and streamlines the process of locating relevant and privileged documents.</p>
<p>  • <strong><a href="https://www.ediscoveryassistant.com">eDiscovery Assistant</a>:</strong> For e-discovery practitioners, eDiscovery Assistant also integrates generative AI technology into its software. The functionality enables the generation of concise caselaw summaries, allowing legal professionals to assess the relevance and implications of judicial decisions swiftly.</p>
<h2>Driving change</h2>
<p>Having led the legal profession’s first major shift to digital workflows, e-discovery is once again driving change—this time through AI. With so many companies prioritizing generative AI development, e-discovery practitioners have more options than ever. As the technology improves, deeper integration will increase efficiency and introduce new capabilities.</p>
<p>Generative AI innovations are providing legal teams with an expanding set of tools to streamline document review, enhance predictive analysis, and uncover insights that might otherwise go unnoticed. As the technology evolves, deeper integration will further improve efficiency and introduce new capabilities, reinforcing e-discovery’s role as a key driver of legal innovation.</p>
<hr/>
<p><em>Nicole Black is a Rochester, New York-based attorney, author and journalist, and she is the principal legal insight strategist at <a href="https://www.mycase.com">MyCase</a>, a company that offers legal practice management software for small firms. She is the nationally recognized author of </em>Cloud Computing for Lawyers<em> and is co-author of </em>Social Media for Lawyers: The Next Frontier<em>, both published by the American Bar Association. She writes regular columns for ABAJournal.com and Above the Law, has authored hundreds of articles for other publications, and regularly speaks at conferences regarding the intersection of law and emerging technologies. Follow her on X (formerly Twitter) <a href="https://X.com/nikiblack">@nikiblack</a>, or she can be reached at <a href="http://www.abajournal.com/cdn-cgi/l/email-protection#d2bcbbb9bbfcb0beb3b1b992bfabb1b3a1b7fcb1bdbf"><span class="__cf_email__" data-cfemail="7d13141614531f111c1e163d10041e1c0e18531e1210">[email protected]</span></a>.</em></p>
<hr/>
<p><strong>This column reflects the opinions of the author and not necessarily the views of the ABA Journal—or the American Bar Association.</strong></p>
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		<title>Case Closure Rates Get Longer as E-Discovery Increases</title>
		<link>https://homesafetytechpros.com/case-closure-rates-get-longer-as-e-discovery-increases/</link>
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		<pubDate>Thu, 21 Mar 2024 19:48:26 +0000</pubDate>
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					<description><![CDATA[<p>Main content Federal Public Defender Jon Sands was making final preparations before a multi-defendant drug trial, when he was interrupted by an email containing his defendant’s cell phone records. The messages had the potential to transform the case, but Sands’ small trial team had only a few days to sift through terabytes’ worth of data. [&#8230;]</p>
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</p>
<div id="content" role="main">
    <a id="skip-main-content" class="element-invisible element-focusable">Main content</a></p>
<p>
	Federal Public Defender Jon Sands was making final preparations before a multi-defendant drug trial, when he was interrupted by an email containing his defendant’s cell phone records.
</p>
<p>
	The messages had the potential to transform the case, but Sands’ small trial team had only a few days to sift through terabytes’ worth of data. If they couldn’t, Sands would have to ask for a continuance, forcing his client – who already was being held in pretrial detention – to spend more time behind bars.  
</p>
<p>
	“Defenders are under an immense amount of stress,” said Sands, who leads the District of Arizona’s Federal Defender Office. “We don’t have the staffing resources necessary to process the influx in discovery. Ultimately it will cause our clients to suffer, as we continue to face attrition as a result of staff burnout.&#8221; 
</p>
<p>
	Across the country, federal defender offices are struggling with increasingly complex litigation marked by escalating electronic discovery demands. Staffing shortages and the lingering effects of the COVID pandemic have added to their challenges.
</p>
<p>
	These factors have contributed to criminal cases taking a median of 10.4 months to close from filing to disposition in 2023, a 60 percent increase from just five years ago, when the median case closure time was 6.5 months in 2018, according to data from the Administrative Office of the U.S. Courts. 
</p>
<p>
	“The more data there is, the longer it takes to close a case,” said Jodi Linker, who leads the Office of the Federal Public Defender for the Northern District of California. “In a routine drug case, we’ve gone from roughly 100 pages of physical discovery to having that, plus hours of body cam footage and multiple electronic devices with text messages and social media posts to review.”
</p>
<p>
	Federal defender staff use a digital platform to find, collect, and analyze electronic discovery data for legal proceedings. But only so much can be done through technology alone, defenders said. 
</p>
<p>
	“It takes a lot of people to analyze all of that information, to be sure we are presenting the most thorough, competent, and zealous defense,” Linker said. 
</p>
<p>
	Defender offices are currently in a hiring freeze as the Judiciary awaits its FY 2024 budget.
</p>
<div class="group-callout">
<div class="field-callout">
<h5 class="callout__title">Did you know?</h5>
<p>
	The median time for criminal cases to close from filing to disposition has increased 60 percent, from 6.5 months in 2018 to 10.4 months in 2023.
</p>
</p></div>
<p> <!-- /.field-callout -->
  </div>
<p> <!-- /.group-callout --></p>
<p>
	Judge Amy J. St. Eve, chair of the Judicial Conference’s Budget Committee, and Judge Roslynn R. Mauskopf, then-secretary of the Judicial Conference, <a href="https://www.uscourts.gov/news/2023/08/01/proposed-fy-2024-funding-levels-would-hurt-courts-and-public-letter-congress-says">sent a letter to Congress</a> in July 2023 regarding funding concerns for defender offices.  
</p>
<p>
	“To provide some context and perspective, the funding shortfalls at the House and Senate levels would have consequences comparable to the sequestration cuts in FY 2013 and early FY 2014,” the judges wrote. Those cuts led to 500 layoffs in defender offices, and more than 20,000 days of employee furloughs, as well as cuts in hourly compensation and delays in payments to court-appointed private lawyers.
</p>
<p>
	“In many judicial districts, attorneys were not available to provide representational services as needed by the courts, resulting in case delays,” the letter noted. “It took the Defender Services program several years to recover from sequestration. … We ask for your assistance to ensure that funding shortfalls do not again constrain our ability to provide court-appointed counsel to eligible defendants.” 
</p>
<p>
	Federal defenders represent clients who can’t afford to pay for an attorney – a right guaranteed by the Sixth Amendment to the Constitution.
</p>
<p>
	“Our program is in dire need of additional positions just to manage the work we currently have,” said Monica Foster, executive director of the Indiana Federal Community Defender’s Office. “Every time we ask for a continuance because we can’t be ready, because we don’t have the resources to be ready, is more time that our client – a presumed innocent person – has to remain in an overcrowded cell, miles away from their family.” 
</p>
<p><strong class="label-inline">Related Topics: </strong><a href="https://www.uscourts.gov/topics/defender-services">Defender Services</a>, <a href="https://www.uscourts.gov/topics/funding">Funding</a></p>
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		<title>How will generative AI affect digital investigations and e-discovery?</title>
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		<pubDate>Sun, 28 Jan 2024 19:12:28 +0000</pubDate>
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					<description><![CDATA[<p>Ari Kaplan recently spoke with Chantelle Jalland, a London-based managing director for digital investigations and discovery with J.S. Held, a global consulting company. They discussed how the approach to digital investigations and e-discovery has evolved over the past decade, the types of litigation matters in which alternative legal services are the most appropriate, and how [&#8230;]</p>
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]]></description>
										<content:encoded><![CDATA[<p> <br />
</p>
<div style="margin-left:65px;">
<p>Ari Kaplan recently spoke with Chantelle Jalland, a London-based managing director for digital investigations and discovery with J.S. Held, a global consulting company.</p>
<p>They discussed how the approach to digital investigations and e-discovery has evolved over the past decade, the types of litigation matters in which alternative legal services are the most appropriate, and how generative AI will affect digital investigations and discovery.</p>
<p><strong>Ari Kaplan:</strong> Tell us about your background and your role at J.S. Held.</p>
<p><strong>Chantelle Jalland:</strong> I qualified as a solicitor in Australia and moved to the U.K. about 15 years ago. For the last 11½ years, I worked at Herbert Smith Freehills in its e-discovery department, serving teams in London, New York and Sydney, and helping them work more seamlessly and efficiently. I moved to J.S. Held in November 2023, and a big part of my role is to grow the digital investigations and discovery practice in EMEA by focusing on a wider range of matters with law firms and corporate legal departments.</p>
<p><strong>Ari Kaplan:</strong> How has the approach to digital investigations and e-discovery evolved over the past decade?</p>
<p><strong>Chantelle Jalland:</strong> It has changed significantly. Aside from eliminating most paper files in e-discovery, it is much easier to persuade lawyers to use technology-assisted review as a standard practice. They are more aware of litigation support practices and recognize the value of these tools. The question has changed from whether to use them to which tools to deploy, so our advice is<br />
becoming more complex as we concentrate on the process and aligning the technology to optimize it.</p>
<p><strong>Ari Kaplan:</strong> How do the differences in the litigation processes between the U.K. and the U.S., among other jurisdictions, affect the e-discovery approach in each region?</p>
<div style="float:right; padding-left:8px; width:325px;">
<img fetchpriority="high" decoding="async" src="https://www.abajournal.com/images/main_images/Chantelle_Jalland_headshot_600px.jpg" alt="Chantelle Jalland headshot_600px" height="600" width="514"/><br />
<small><em>Chantelle Jalland is a London-based managing director for digital investigations and discovery with J.S. Held, a global consulting company.</em></small>
</div>
<p><strong>Chantelle Jalland:</strong> I think that the processes between Australia and the U.S. are much more distinct than those between the U.K. and the U.S., which have several similarities. Of course, the Federal Rules of Civil Procedure in the U.S. differ from the Civil Procedure Rules in the U.K., but fundamentally, people want to cooperate. A decade ago, there were more tactics in the U.K. associated with disclosure, but today, the parties recognize the value of collaboration and cooperation. When it comes to production, the focus is on risk reduction, a shared concern in the U.S. and the U.K. In Australia, however, they apply bizarre methods in disclosure exercises by converting all ingested data to PDF versions, which materially increases the total volume of data, which can be quite wasteful and leads to concerns about sustainability. Data storage costs money, and legal teams should minimize the set to what they need to reduce risk and expense. There is a shift in Australia, which is issuing production protocols that are more consistent with the processes in the U.K. and the U.S.</p>
<p><strong>Ari Kaplan:</strong> For what types of litigation matters are alternative legal services the appropriate solution?</p>
<p><strong>Chantelle Jalland:</strong> I cannot think of any matter where you should not consider the use of alternative legal services. They can save so much time and money that they can be a transformative option in litigation of any size.</p>
<p><strong>Ari Kaplan:</strong> Have client expectations of legal technology deployment changed?</p>
<p><strong>Chantelle Jalland:</strong> Yes, particularly since most clients are technologically savvy and are very familiar with many of the tools available to them. They are also demanding more value for their money and are thinking much more about the pathway to an outcome, rather than the number of billable hours required to obtain a given result. We need to approach litigation more efficiently and adjust our strategies to meet or exceed heightened client expectations. If you can provide answers more quickly and cheaply, or more effectively and efficiently than a peer, you will obtain a competitive advantage. It is, therefore, imperative to develop creative ways to deliver complex services, and technology is central to that paradigm because skilled teams can distinguish which technology to apply to what problems.</p>
<p><strong>Ari Kaplan:</strong> How do you see generative AI affecting digital investigations and discovery?</p>
<p><strong>Chantelle Jalland:</strong> Generative AI will affect both the e-discovery process itself through integrations within all of the common platforms and by changing the way lawyers address litigation. It is already part of or being integrated into a number of the leading document review platforms, so over the next year, we will see more experimentation and deployment. As it becomes more mainstream, we will see less reluctance to deploy it in a broad range of cases. Everyone seems to be using it in some form, and most people recognize common limitations, so we need not persuade teams to test it. It will become another tool but not a replacement for talented practitioners. As more tools help summarize case judgments and documents, it will free professionals to work on the more interesting aspects of their matters, rather than time-consuming tasks for which AI is better suited. Instead, they will leverage verified AI-generated summaries and concentrate on creative strategy and dynamic advocacy.</p>
<hr/>
<p><strong>Listen to the complete interview at <a href="https://www.reinventingprofessionals.com/transforming-the-approach-to-digital-investigations-and-e-discovery">Reinventing Professionals</a>.</strong></p>
<p><em><a href="http://www.AriKaplanAdvisors.com">Ari Kaplan</a> regularly interviews leaders in the legal industry and in the broader professional services community to share perspective, highlight transformative change and introduce new technology at his <a href="http://www.reinventingprofessionals.com">blog</a> and on <a href="https://t.co/FZmEVzOEoI">iTunes</a>.</em></p>
<hr/>
<p><strong>This column reflects the opinions of the author and not necessarily the views of the ABA Journal—or the American Bar Association.</strong></p>
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		<title>How GPT and other large language models could change e-discovery</title>
		<link>https://homesafetytechpros.com/how-gpt-and-other-large-language-models-could-change-e-discovery/</link>
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		<pubDate>Wed, 27 Dec 2023 23:32:45 +0000</pubDate>
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					<description><![CDATA[<p>Large language models such as ChatGPT are all the rage these days. A lot of commentators, legal professionals, lawyers and media outlets, including this podcast, have spent a lot of time examining this game-changing technology. This isn’t the first time that a promising piece of legal technology upended the legal industry. When technologically assisted review [&#8230;]</p>
<p>The post <a href="https://homesafetytechpros.com/how-gpt-and-other-large-language-models-could-change-e-discovery/">How GPT and other large language models could change e-discovery</a> appeared first on <a href="https://homesafetytechpros.com">Home Safety Tech Pros</a>.</p>
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<p>Large language models such as ChatGPT are all the rage these days. A lot of commentators, legal professionals, lawyers and media outlets, including this <a href="https://www.abajournal.com/legalrebels/article/rebels-podcast-episode-086">podcast</a>, have spent a lot of time examining this game-changing technology.</p>
<p>This isn’t the first time that a promising piece of legal technology upended the legal industry. When technologically assisted review first started gaining traction in e-discovery in the 2010s, many of the same superlatives assigned to ChatGPT were used to describe this groundbreaking new process that purported to review documents faster and more accurately than humans. Lawyers would get hours and hours of time back, and clients would save tons of money.</p>
<p>But then a funny thing happened. Lawyers were reluctant to fully embrace it, citing concerns with the technology or the possibility that a court might punish them for using a new tool that hadn’t been widely accepted by the legal industry. Even today, many lawyers and law firms still rely on traditional methods of conducting e-discovery—armies of contract attorneys sifting through documents one at a time.</p>
<p>In that vein, large language models have already been more wholeheartedly embraced by lawyers and legal professionals than technologically assisted review. However, there have also been a lot of hiccups and problems with the technology—between <a href="https://www.abajournal.com/web/article/lawyers-who-doubled-down-and-defended-chatgpts-fake-cases-must-pay-5k-judge-says">false case citations</a> and made up information, it’s clear that this technology still has a ways to go.</p>
<p>In this episode of the <em>Legal Rebels Podcast</em>, e-discovery pioneer <a href="https://www.abajournal.com/legalrebels/article/rebels_podcast_episode_020">John Tredennick</a> talks to the ABA Journal’s Victor Li about what it was like when technologically assisted review first came out, how it compares to the reception that ChatGPT got, and how large language models are affecting keyword searches.</p>
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<div style="float:left; padding-right:8px;"><img decoding="async" src="https://www.abajournal.com/images/blawgs/covers/rebels_podlogo120.png" alt="Rebels podcast logo" height="120" width="120"/></div>
<p>Want to listen on the go? Legal Rebels is available on several podcast listening services. <strong>Subscribe and never miss an episode.</strong><br /><a href="https://itunes.apple.com/us/podcast/aba-journal-legal-rebels/id1103939849?mt=2">Apple</a> | <a href="https://open.spotify.com/show/5wrOeGkOx9uXUaMjZwEFMn">Spotify</a> | <a href="https://play.google.com/music/listen#/ps/Ibbvw54akc3klu4iwefj5bha2iq">Google Play</a><br clear="all"/>
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<h4>In This Podcast:</h4>
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<img decoding="async" src="https://www.abajournal.com/images//main_images/John_Tredennick_Headshot_400px.jpg" alt="&lt;p&gt;John Tredennick&lt;/p&gt;&#10;" style="vertical-align:text-top; max-width:80px;"/><br />
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<p>John Tredennick</p>
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<p>John Tredennick is the founder and CEO of Merlin Search Technologies. Before that, he was a litigator and a partner at Holland &amp; Hart. While working as the chief technology officer of the law firm, he spun off the e-discovery group into a separate business in 2000, which he named Catalyst. In 2019, he <a href="https://www.lawnext.com/2019/10/after-sale-of-his-company-catalyst-founder-forms-foundation-to-promote-open-source-software-in-law.html">sold Catalyst</a> to OpenText for $75 million.</p>
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<br /><a href="https://www.abajournal.com/legalrebels/article/rebels-podcast-episode-090/">Source link </a></p>
<p>The post <a href="https://homesafetytechpros.com/how-gpt-and-other-large-language-models-could-change-e-discovery/">How GPT and other large language models could change e-discovery</a> appeared first on <a href="https://homesafetytechpros.com">Home Safety Tech Pros</a>.</p>
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