HaystackID

09/04/2026

🛡️ risk doesn't sit still.

As threats escalate and regulations shift, the leaders responsible for managing that risk need more than case studies; they need direct access to the people handling these issues in real time.

👉 Join HaystackID® and fellow , legal, regulatory, and technology leaders at the NetDiligence Cyber Risk Summit in Philadelphia.

📅 October 5-7, 2026

This industry-leading event includes three days of workshops and panel discussions from leading cyber experts on the trends and concerns shaping the industry right now.

🎤 Don't miss the expert presentation, "Non-Breach Privacy Claims: Mishandling or Exposure of Personal Data."

Privacy liability is increasingly arising from the misuse, collection, and handling of personal data—not just data breaches. This plenary explores the evolving regulatory landscape, emerging claims trends, and the growing complexities of coverage, helping organizations and insurers better understand and manage expanding privacy risks.

📅 Wednesday, October 7, 2026, 9:00 AM EDT

Panelists include:

✨ Michael Sarlo, HaystackID
✨ Alyssa Pianelli (M), QBE Insurance
✨ Blair Dawson, McDonald Hopkins
✨ Shruti Engstrom, Aon
✨ Benjamin Mancuso, Ascot Group

Technical precision alone isn't enough when the outcome ends up in front of regulators or in court.

➡️ That's why HaystackID pairs deep forensic expertise with legal defensibility at every step, so your team can reduce risk, respond effectively to breaches, and come out the other side more resilient than before.

HaystackID Services deliver expert-led , , and compliance support built for exactly that moment.

✅ We help organizations contain threats, investigate with confidence, and meet regulatory demands under pressure.

Stop by our table at the NetDiligence in Philadelphia to see how we can strengthen your cybersecurity strategy.

🔗 Learn more: https://hubs.ly/Q04wFXBR0

09/04/2026

🌺 It's the 20th anniversary of the EDI Leadership Summit, and HaystackID® is headed to Lahaina, Hawaii, in mid-October to celebrate with the community.

The 2026 EDI Leadership Summit marks two decades of education, collaboration, and innovation at the intersection of law and technology.

✨ This year's Summit brings together legal professionals, judges, corporate counsel, technologists, consultants, and leaders for meaningful conversation, peer-led education, and community connection.

Our experts will take center stage during two expert presentations.

🎤 The Next Phase of GenAI: From Production to the Full Discovery Lifecycle
📅 Wednesday, October 14, 9:15–10:15 am HST

Join HaystackID’s Esther Birnbaum and fellow leaders to learn about what defensible metrics and validation look like for production workflows, and how practitioners are using GenAI to complete projects that were unachievable without a native GenAI approach.

🎤 Once More unto the Breach: Automation & the Future of Information Governance
📅 Thursday, October 15, 1:45–2:45 pm HST

HaystackID’s Michael Sarlo and other expert panelists will explore how organizations are using automation and AI to strengthen programs and build more proactive strategies for managing risk.

👋 While you’re at , talk to our team about how our AI Governance Services help organizations assess risk, implement defensible governance frameworks, and align AI initiatives with evolving legal, privacy, and ethical requirements.

🔗 Learn more about the 2026 EDI Leadership Summit: https://hubs.ly/Q04wJ-Gc0

09/03/2026

🔏 Rule 502(d) was designed to give litigants a simple, reliable way to protect privilege without the cost and uncertainty of inadvertence litigation.

That promise is increasingly under strain, as some courts have begun requiring party stipulation before entering a 502(d) order, despite no such requirement appearing anywhere in the Rule's text.

✏️ In a new HaystackID® article, contributing author and expert Phil Favro examines this trend and what it means for legal teams relying on 502(d) protections.

💡 Key insights from Favro’s analysis:

1️⃣ Neither Rule 502(d) nor its Explanatory Note requires a stipulation between parties, yet a growing number of courts are treating one as a prerequisite.

2️⃣ In re Class Action Settlement Administration Litigation Shows the Stakes, the court denied a 502(d) request over one party's objection. Litigants were pushed back toward the more burdensome Rule 502(b) inadvertence standard, exactly what 502(d) was designed to help parties avoid.

3️⃣ Favro addresses producing parties who attempt to retrieve privileged materials long after opposing parties have relied on them, and what that risk means for how 502(d) orders should be drafted.

Drawing on guidance from The Sedona Conference, Favro closes with practical suggestions for drafting more resilient 502(d) orders that anticipate these disputes rather than leaving them to ad hoc resolution.

💬 As Favro writes, courts imposing a stipulation requirement risk reading into 502(d) practice "a requirement that appears to contravene congressional intent."

🔗 Read the full article: https://hubs.ly/Q04wCljF0

09/03/2026

💬 Ask leaders what's eating their week, and it's rarely the actual legal work.

It's often the logging in and out. Pulling a status from one system, a cost report from another, matter notes from a third, then piecing it all together into something a general counsel can use to inform their case strategy.

📊 That reconciliation work isn’t visible on an org chart, but it adds up to real hours—hours that should be going toward judgment calls and risk management, not data entry between platforms that were never built to talk to each other.

👋 HaystackID® will be at the Running Legal Like a Business Conference 2026 in Las Vegas, where our experts will be discussing CoreFlex™.

📅 Date: September 8–11, 2026
📍 Location: Las Vegas

CoreFlex removes the reconciliation step—processing, hosting, AI analysis, and case management sit in one workspace, so there's one version of the truth instead of three.

🖥️ Near-real-time analytics keep that picture current, and the platform's self-service design puts control in your team's hands, with the option to flex to full-service support anytime your caseload calls for it.

Role-based access and compliance-ready security controls are built in from the ground up, so visibility comes standard, not at a cost.

Connect with our experts at booth #3️⃣5️⃣ and see how CoreFlex brings your entire matter into one workspace, start to finish.

➡️ Learn more about : https://hubs.ly/Q04wrygt0

09/02/2026

"Trust me" isn't a defense if opposing counsel challenges your review methodology.

Documentation is ✅.

That's the standard HaystackID® CoreFlex™ is built around. As is applied within CoreFlex, results are evaluated using established methods.

✨ CoreFlex has performance reaching upwards of 90% recall and precision in the high 80s, metrics that translate directly into a defensible record when your process gets tested.

CoreFlex is a centralized, cloud-native interface built to streamline legal matter management, user access, data workflows, and reporting within a single, comprehensive system.

🔎 Its single-pane-of-glass design eliminates the inefficiencies of fragmented platforms.

CoreFlex reinforces itself as a trusted, adaptable solution through:

➕ Role-based access controls.
➕ SSO support.
➕ Compliance-ready security measures, with SOC 2, GDPR, and CCPA compliance built in.

💪 Bring defensibility to your review process.

Learn more about CoreFlex: https://hubs.ly/Q04w88Qt0

09/02/2026

↗️ HSR reported transactions hit 233 in July, the second-highest monthly count of the fiscal year, a 20.7% jump from June and 29.4% above last July.

Behind the numbers: a record $12 million penalty against Edwards Lifesciences and Genesis MedTech for allegedly structuring a deal to dodge HSR review, and a new DOJ option, Expedited Consideration, that offers faster resolution to parties willing to negotiate a Priority Production upfront.

👉 With reported transactions running near 210 a month and an optional expedited track now on the table, is your playbook built for volume, speed, or both?

That story leads this month's Newsline by HaystackID® newsletter, alongside four more stories tracking where law, technology, and data intersect:

🇪🇺 The EU's e-Evidence Regulation is now fully live: Judicial authorities in 26 member states can serve binding data demands directly on providers in other member states, with production windows as short as ten days, or eight hours in an emergency.

🤖 Congress is scrutinizing AI supply chains: House committees have given DoorDash a tight deadline to turn over records on its use of Chinese-developed models, the latest in a broader investigation into PRC-origin AI adoption at U.S. companies.

⚖️ A Ninth Circuit ruling reshapes agentic AI liability: In Amazon v. Perplexity, the court found the user, not the AI tool, is the one "accessing" a system under federal and state computer-fraud law, raising new evidence and preservation questions for agent-assisted conduct.

🔓 Frontier AI models breached their own test environments: Disclosures from OpenAI, Anthropic, Meta, and Moonshot AI reveal distinct containment, configuration, and authorization failures during cybersecurity evaluations, a governance issue with real implications for preservation and discovery.

🗞️ Read the full monthly newsletter: https://hubs.ly/Q04w84f_0

09/01/2026

🤔 Ask legal teams what worries them most about in breach response.

Most will land somewhere near the same spot: it's fast, but is it defensible?

Gabe Landau has a story he likes to tell about exactly that tension.

🎙️ It's the centerpiece of a recent episode of the EDRM Illumination Zone podcast, where Landau, HaystackID's Senior Vice President of eDiscovery and Incident Response Solutions, joined hosts Mary Mack and Holley Robinson to talk about where is delivering genuine value in incident response, and where the technology still has room to mature.

Landau's cautionary tale involves a breach-notification tool built around a single button.

👉 Press it, and the software identifies PII and spits out a finished notification list.

No review, no bottleneck. It worked right up until a plaintiff's attorney asked who was attesting to the list and how it was built.

💬 "In no world are you going to be able to say that the technology said it was this and that's what we did. That's just not going to fly," Landau said.

That question, more than any feature comparison, is why HaystackID® built its defensibility standards, statistical sampling, elusion testing, and documented methodology, well before recent case law started codifying them.

✨ Landau also shared a real example: a six-million-document population that dropped 90% almost immediately once a case team could interrogate its own data directly through conversational tools.

That's a meaningful shift, he says, but not a substitute for professional judgment.

💬 "There's still more promise than practice, this idea that AI is going to take over. I don't think that's going to happen wholesale. I think it's going to augment how we work," Landau said.

He also makes the case that trust, not just validation methodology, is what ultimately determines whether a client believes in the work.

Landau expects the industry to keep moving earlier in the timeline ⏰, away from matter-specific work and toward continuous data intelligence.

💬 "I do believe that we're going to continue to move left and start talking less about matter-specific activity and more towards enterprise data intelligence," Landau said.

Read the full article and listen to the podcast for Landau's full take on defensibility, trust, and where he sees the industry heading next.

🖇️ Learn more at https://hubs.ly/Q04vYL1g0

08/31/2026

🚧 Not every construction claim calls for the same approach.

A coverage dispute, an employment claim, a professional liability matter—each surfaces different documents, different risks, and different questions about what the technology can defensibly do.

❌ Teams that treat GenAI as one-size-fits-all often end up over- or under-investing in the wrong places.

Learn how to apply GenAI effectively in construction at the 2026 CLM Construction Conference in Dallas from September 23—25, 2026.

✨ During , HaystackID® expert Esther Birnbaum and fellow panelists will share insights during the expert presentation, "GenAI in Construction eDiscovery: Tools, Workflows, and Real-World Results."

📅 Friday, September 25 | ⏰ 10–11 AM CT

Generative AI is moving beyond pilot programs and into active use across construction claims, but its value varies widely by matter type. This session examines how these tools are being applied in coverage analysis, litigation, employment disputes, and professional liability.

✍️ Drawing from real-world implementations, the panel will highlight practical use cases, from accelerating coverage evaluations to surfacing key causation and damages theories within complex project records.

Attendees will also gain insight into defensibility, privilege considerations, and governance expectations, leaving with a clear framework for when and how GenAI adds measurable value.

The expert panel includes:

➕ Esther Birnbaum, HaystackID
➕ Tiger Pharr, III, Galloway Law Firm
➕ Jessica Eitzmann, AIC, CRIS, Aon
➕ David Anderson, Wick Phillips

Construction disputes generate an overwhelming volume of project data, technical documentation, and digital evidence, often scattered across contractors, subcontractors, insurers, and project management systems.

👷 HaystackID Construction Discovery Solutions bring structure, defensibility, and speed to discovery, investigation, and case strategy across the full lifecycle of a construction dispute.

From early case assessment and expert collaboration to streamlined review and production, our team helps construction, insurance, and legal teams cut through the complexity, control costs, and move matters forward with confidence.

👋 Connect with our team or stop by our table at the 2026 CLM Construction Conference.

Learn more: https://hubs.ly/Q04vMPP30



Claims and Litigation Management Alliance

08/29/2026

👆 Produced by hand, a single issue-organized fact narrative, cited chronology, or deposition kit can cost a legal team $5,000 to $14,000 or more.

CaseBot generates those analyses in minutes, using agentic retrieval and Specialized Skill Agents, directly from the case file, with every factual statement linked to its source.

✨ At , HaystackID introduced the next generation of CaseBot, moving the platform from conversational case exploration into an agentic case analysis system built on technology from EDiscovery AI, a HaystackID company.

CaseBot doesn't work alone; it picks up where Case Insight leaves off.

💬 "Case Insight changes when understanding arrives," said Esther Birnbaum, Executive Vice President of Data Intelligence at HaystackID, in HaystackID’s ILTACON announcement. "Legal teams no longer wait months into review to learn the story of a matter. From the moment of collection, they have the facts, the people, the timeline, and a working narrative, with every conclusion cited to the underlying record, so strategy can start on day one."

📙 Case Insight reads an entire document population the moment it's collected and answers "What do we have?", surfacing the key people, documents, and a working chronology across the whole case.

🔎 CaseBot then takes that foundation and goes deeper on the specific issues that matter, answering "What does it mean?" through targeted, evidence-backed analysis.

In practice, teams typically start a matter in Case Insight to understand the full population and flag the most relevant materials, then move into CaseBot to investigate specific issues, build fact narratives, prep witnesses, or validate assertions — without ever rerunning the corpus.

Instead of a single retrieval pass, CaseBot now plans and executes a multi-step workflow:

✅ Determines what information is needed.
✅ Retrieves evidence.
✅ Evaluates results.
✅ Identifies gaps or conflicts.
✅ Refines its search.
✅ Repeats until it has assembled sufficient evidence for a structured analysis.

Expert analysis that once cost five figures per deliverable now arrives in minutes with citations attached.

🗞️ Read the full Newsline by HaystackID coverage: https://hubs.ly/Q04vML-j0

CaseBot's next generation uses agentic retrieval and specialized AI agents to deliver cited case narratives, chronologies and analysis in minutes.

08/28/2026

➡️ AI has moved from experiment to expectation in .

Legal teams evaluating their platforms and infrastructure in 2026 want proof that capabilities are:

✅ Defensible.
✅ Validated.
✅ Delivering measurable results in production.

Whether an AI implementation creates value or creates risk often comes down to governance, oversight, and quality control.

💻 In this strategic program, HaystackID® experts will explore what separates defensible AI implementations from risky ones.

Attendees will gain an understanding of governance-first deployment, the differences between closed and open AI systems, and the essential role of human oversight in AI-powered workflows.

📅 Date: Wednesday, September 23, 2026
⏰ Time: 11 AM CDT / 12 PM EDT

The webcast's expert HaystackID panel includes:

➕ Todd Haley, Executive Vice President, Operations
➕ Aaron Pribil, M.S., PMC, Director, Product Management
➕ Young Yu, Senior Vice President, Advanced Analytics and Strategic Solutions

Join our upcoming program to get a clear, practical way to distinguish defensible AI implementations from those that carry undue risk, equipping you to make sound, well-informed decisions about AI adoption in eDiscovery ✨.

✍️ Use this link to register: https://hubs.ly/Q04vyH9Y0