Adam’s practice focuses on discovery, records and information management, information protection and data privacy. As part of Shook’s Data and Discovery Strategies group, Adam advises clients on best practices for preservation, collection, processing, review and production as part of the discovery process. He has experience in preparing and negotiating protective orders and production protocols, as well as opposing unduly burdensome and costly discovery requests and  “discovery on discovery” efforts. 

In addition, Adam has extensive experience with Microsoft Office 365, and the ever-growing universe of tools that pose challenges and risks to organizations on a daily basis. He has successfully executed Microsoft Office 365 deployments—employing creative and "outside the box" solutions to planning, change management, data governance and in-place discovery in the Microsoft Cloud environment—for some of the world's largest organizations.

Adam volunteers with The Electronic Discovery Institute, a nonprofit organization that studies litigation processes and produces educational programs for the benefit of the federal and state judiciary. He spearheads EDI’s Spoliation Guide, a 50-state case survey intended to aid practitioners who need more information than they can find in a case law primer, whether to prepare for a strategy session with outside counsel or a client or a meet-and-confer with an adversary.

Publications

Spoliation Edition 5.0, Patrick Oot, ed., The Electronic Discovery Institute (2021); co-author.

Spoliation Edition 4.0, Patrick Oot, ed.,
The Electronic Discovery Institute (2020); co-author.

Spoliation Edition 3.0, Patrick Oot, ed., The Electronic Discovery Institute (2019); co-author.

A Litigator's Pragmatic Approach to Avoiding Discovery Disasters, Litigation, Vol. 45, No. 2, Winter 2019 (with Patrick Oot).

Third-Party Subpoenas: Reversing a Cost Center in the Law Department, ACC Docket, January/February 2017 (with Elizabeth Atlee, Patrick Oot, Farrah Pepper and Mike Zito).

Spoliation Edition 2.0, Patrick Oot, ed., The Electronic Discovery Institute (2016); co-author.

Spoliation, Patrick Oot, ed., The Electronic Discovery Institute (2015); co-author.

Presentations

Modern Day Attachments: The Good, the Bad and the Ugly, Association of Corporate Counsel, April 21, 2022 (with Shannon Schoultz).

Information Governance Caselaw Update, Association of Corporate Counsel, March 17, 2022 (with Jeremy Wikler).

Creating More Inclusive Environments with the Help of New Tools and Applications, Association of Corporate Counsel, November 18, 2021 (with Shannon Schoultz).

The Ever-Changing Landscape of Messaging Apps: Balancing Acceptable Use with Information Governance Best Practices, Virtual Association of Corporate Counsel Annual Meeting, October 21, 2021 (with Kimberly Quan and Stacey Shaw). 

So You Brought Your Own Device, Now What? Remaining Flexible While Balancing Security and Legal Compliance Concerns with BYOD Policies, Association of Corporate Counsel, May 20, 2021 (with Shannon Schoultz).

Transient Records: Right-Setting Retention Policies in Microsoft Teams at the End of Life With Skype for Business, Association of Corporate Counsel, March 18, 2021.

Using What You Have: Leveraging Information Governance Tools to Manage Internal Investigations and Litigation, ACC Annual Conference, October 16, 2020 (with Laura Kibbe and Florence Yee). 

Reevaluating Corporate Compliance Programs in the World of Cloud-Based Platforms, BYOD, and Ephemeral Data, Association of Corporate Counsel, July 16, 2020 (with Shannon Schoultz).

Where to Store Your Cloud Data, International Legal Technology Association, May 6, 2020 (with Andrea Shirey).

Data Protection Beyond the Corporation’s Walls, Association of Corporate Counsel, March 19, 2020 (with Shannon Schoultz).

The Rise of BIPA Lawsuits: What's Next? Webinar, Association of Corporate Counsel, November 21, 2019 (with Melissa Siebert and Erin Hines).

What Would You Do? An ESI Ethics Program, Association of Corporate Counsel, July 18, 2019 (with Shannon Schoultz and Kaine Hampton).

Summary and Update On All the New Privacy Laws (with Joseph Lazzarotti), International Legal Technology Association, May 9, 2019.

Moderator, Office 365 Boot Camp: Information Governance, Security and Compliance, Association of Corporate Counsel, April 18, 2019. 

Moderator, Cross-Border Investigations: Protecting the Privilege and Meeting Privacy Expectations, Legaltech, New York City, January 29, 2019.

Media Coverage

Collaboration is Crucial to Cross-Border Investigations in a GDPR World, Legaltech News, January 30, 2019.