| Online communications: "Meet me online so we can | | | | obtained in discovery, the government actor or |
| talk privately for all to read." | | | | private individual must still adhere to discovery |
| The use of electronic internet devices such as | | | | rules and search and seizure requirements. Here |
| computers, laptops, cell-phones and smart phones, | | | | are some notes to consider regarding the various |
| has led to an explosion of readily available | | | | forms of ESI: |
| information. The web has become a literal | | | | E-mail |
| smorgasbord of data - facts galore, sports stats | | | | Under the EPCA, e-mails are protected from |
| heaven, and the latest teenage nonsense can all | | | | improper disclosure by third parties both in |
| be accessed at the touch of a button, or the | | | | storage and in transit. The Federal Rules in 2006 |
| touch of a screen. The sheer amount of "stuff" | | | | specifically named e-mails as ESI and therefore |
| can seem at times more like a virus outbreak | | | | they are discoverable as long as the proper |
| than an explosion, or like a tidal wave that wipes | | | | procedures are followed. Two main points in the |
| out the casual web surfer. | | | | discovery of e-mails are the temporary nature of |
| Even more accessible than before are our | | | | e-mails, and the level of specificity required in the |
| communications. Social networking sites have put | | | | warrant or discovery request. |
| the very corners of our private life on blast for all | | | | In a 2003 case, Zubulake v. UBS Warburg 217 |
| to see and read. The latest posts and status | | | | F.R.D. 309 (S.D.N.Y. 2003), a great deal of effort |
| updates let everyone know where we've been, | | | | was expended during the case in trying to prove |
| what we ate, what we think about the latest | | | | the existence of certain e-mails. In this case, the |
| movie, what we're going to wear tomorrow - the | | | | e-mails sought were never found, nor was it |
| list is as endless as our observations of the | | | | proven that they were destroyed, and the court |
| minutest details of our minute-to-minute | | | | ruled that they did likely exist. UBS was |
| existence. | | | | sanctioned heavily for not preserving information |
| And our conversations are getting memorialized in | | | | that might be subject to discovery. The case |
| the form of comments and instant messages, | | | | illustrates how important it is to be timely in the |
| sometimes allowing random intruders to interject | | | | production of ESI, because it is subject to being |
| in our sophisticated discussions of the most | | | | erased or deleted. |
| recent happenings. "Who is this person again?" is | | | | In another 2003 case, Theofel v. Jones-Farley 341 |
| not an uncommon question when chatting with an | | | | F.3d 978 (2003), a lawyer requesting production |
| online "friend". | | | | of e-mails was sanctioned for not specifying the |
| As these internet devices are used more and | | | | dates of the e-mails requested (he had requested |
| more for "private" communications, the question | | | | that all of the company's e-mails be produced). |
| begs to be asked, "Can my electronic | | | | This case demonstrates that in discovery of ESI, |
| communications be used as evidence in court | | | | a lawyer needs to be very specific as to which |
| against me?" In general, the answer to this is | | | | e-mails are requested. Courts need to be able to |
| "yes" - this information can be used, subject to | | | | identify which e-mails are relevant to their opinion; |
| various limitations, during what is known as the | | | | if they cannot do so, the discovery request will |
| discovery process of a trial. What follows is a | | | | be denied. |
| discussion of the basic applications of discovery to | | | | Text Messages, Instant Messages, and Chats |
| electronic information. | | | | Text messages, Instant Messages (IM), and Chats |
| What is "The Discovery Process" in General? | | | | are all ESI and are treated like e-mails for the |
| In general, evidence gathered during the pre-trial | | | | purposes of discovery. Therefore they are |
| phase of a lawsuit is known as discovery. During | | | | discoverable. Many users of text and instant |
| the discovery phase, each party is allowed to | | | | message believe that because their messages are |
| request documents and other items from the | | | | executed on a mobile phone, their communications |
| opposing side. Following the Federal Rules of Civil | | | | are deleted once sent. However, most service |
| Procedure (FRCP), these documents and items | | | | providers keep a record of texts and IM's for |
| are entered into the record to be admitted as | | | | anywhere from one to three months after they |
| evidence. If a party is unwilling to produce | | | | are sent. Also, after the Zubulake case, |
| documents for discovery, the other party may | | | | companies are much more wary of clearing |
| force them to hand over the evidence using | | | | messages from their database, especially if the |
| discovery devices such as a subpoena. | | | | message is "potentially discoverable" in a pending |
| Usually the objects produced during discovery | | | | case. |
| tend to be documents and records kept on file by | | | | Text messages and the like can also present |
| a person or a business. Some items are not | | | | problems with timeliness, as they tend to be |
| admissible as evidence. Examples of items that | | | | deleted from the database even more quickly |
| may not be reached during discovery are those | | | | than e-mails. Also, most texts do not have a title |
| protected by the attorney-client privilege, or items | | | | as do e-mails, so they can be cumbersome to sift |
| that have been illegally seized by warrant. | | | | through for the relevant information. They are still, |
| What is "Electronic Discovery"? | | | | however, discoverable. |
| In legal parlance, electronic discovery, or | | | | Social Networking Websites |
| "e-discovery" refers to discovery of Electronically | | | | Information posted on sites such as MySpace or |
| Stored Information. Electronically Stored | | | | Facebook is definitely considered to be ESI and |
| Information, or "ESI" is an actual legal term | | | | subject to discovery. This means that anything |
| adopted by the Federal Rules of Civil Procedure in | | | | posted by a profile owner that is incriminating |
| 2006. ESI refers to information that is created, | | | | could be used against them in court as electronic |
| stored, and used in digital form, and requires the | | | | evidence. |
| use of a computer for access. Such information | | | | Attorneys now regularly search such networking |
| may take the form of documents, e-mails, web | | | | sites such as MySpace and Facebook to gather |
| site addresses, and digitally stored photographs. | | | | information that might be relevant to their cases. |
| ESI is subject to the basic principals that govern | | | | This might involve identifying witnesses, or |
| the discovery phase. Once admitted as evidence, | | | | collecting statements that might add testimonial |
| ESI becomes "electronic evidence". | | | | weight to their case. Also, photographs posted |
| However, because ESI is a relatively recent | | | | online can be used in various ways to establish a |
| phenomenon (legally speaking), and because of its | | | | case. Therefore profile owners should be wary of |
| unique nature, there are various rules and | | | | posting any information that might be used |
| statutes that are unique to e-discovery. | | | | against them in court. |
| E-discovery can often be much more demanding | | | | To date there have been no major corporate |
| than traditional discovery, both time-wise and | | | | legal cases that relied heavily on the production of |
| financially, because of the enormous amount of | | | | discovery information from social networks such |
| information that can be stored on a computer. | | | | as Facebook or Twitter. A recent Canadian case, |
| Which Laws Govern E-Discovery? | | | | Leduc v. Roman 2009 CanLII 6838 (ON S.C.), held |
| Federal Rules of Civil Procedure (FRCP) | | | | that information posted on websites such as |
| As mentioned, the basic rules governing | | | | Facebook must be disclosed upon request even if |
| e-discovery are the Federal Rules of Civil | | | | the person has blocked public access to their |
| Procedure (FRCP). Specifically, Rule 16 was | | | | profile. It probably won't be long before we see |
| amended in 2006 to include ESI. The greatest | | | | some major American cases dealing with the |
| contribution of FRCP to the discussion of | | | | production of evidence from social network sites. |
| e-discovery is the term ESI. | | | | Most legal cases involving social networks and |
| The U.S. Constitution: 4th Amendment Search and | | | | privacy have been the other way around: the |
| Seizure rules apply | | | | website intruded on people's privacy with invasive |
| Under the U.S. Constitution, electronically stored | | | | advertisement. Perhaps the reluctance to involve |
| information is subject to the same 4th | | | | such information in litigation is that these websites |
| amendment protections guiding the search and | | | | are very new to the scene. Also, most |
| seizure process. Some of these 4th amendment | | | | companies agree that e-discovery in a social |
| inquires include whether or not the person has a | | | | network setting can be a potential nightmare. As |
| privacy interest in the property, and whether the | | | | with texts, there are usually no titles in much of |
| police obtained a valid search warrant in seizing | | | | the information posted, not to mention the |
| the property. As we will see, in the realm of | | | | various applications and different features of such |
| e-discovery, obtaining valid search warrant is a | | | | sites. Finally, most attorneys would prefer to rely |
| central theme of the discussion. | | | | on traditional forms of evidence such as witness |
| The Electronic Communications Privacy Act of | | | | testimony, before relying on information from |
| 1986 (EPCA) | | | | networking sites. |
| Born out of old-school wiretapping legislation, the | | | | More recently, the Philadelphia State Bar |
| EPCA is one of the main legislative Acts affecting | | | | Association has published an opinion regarding |
| e-discovery. This federal statute prohibits third | | | | attorneys' use of third parties to obtain |
| parties from intercepting and using electronic | | | | information from social networks. The opinion |
| communications without proper authorization. The | | | | stated that an attorney should not use a third |
| term "third parties" applies to both government | | | | party in order to gain access to a person's profile, |
| actors and private citizens. "Proper authorization" | | | | for example, by asking someone else to make a |
| has been subject to scrutiny, since many | | | | friend request in order to remain anonymous. |
| websites often contain questionable disclosure | | | | Although information on social network sites is |
| agreements. The Act protects communications | | | | discoverable, attorneys and state officials must |
| that are either in storage or in transit. | | | | still abide by rules of ethics and professional |
| While the EPCA does secure a good amount of | | | | conduct. |
| privacy for the electronics user, it has been the | | | | A Final Note: Creative Lawyering and E-Discovery |
| target of much criticism. For example, the Act | | | | Finally, remember that it is not always the |
| initially did not protect e-mails while they were in | | | | content of electronically stored information that |
| transit. However, later cases ruled that this would | | | | can be incriminating. ESI can be used in many |
| defeat the entire purpose of the Act, since | | | | creative ways. The information might be used to |
| e-mails are transient at least once in their | | | | prove a required element of a crime, such as the |
| existence. E-mails are now protected both in | | | | person's mental state, or a person's location in a |
| storage and in transit. | | | | particular place. For example, if a suspect's alibi |
| Another criticism of the Act is that it is not very | | | | might be questioned if a computer log shows that |
| difficult for government actors to find ways | | | | they were actively online at a different place. |
| around the "proper authorization" requirement. All | | | | Creative lawyering means that a lawyer will use |
| that the agent would need to do is state that the | | | | any information to prove their case, and they |
| information was relevant to issues of national | | | | might do so in ways not commonly imagined. |
| security, i.e., counter-terrorism. Therefore a | | | | So, it is to your benefit that you be aware of the |
| proper warrant is relatively easy to secure if the | | | | possibility of electronic information being used as |
| agent could justify a seizure of the ESI based on | | | | evidence. Obviously, posting incriminating evidence |
| anti-terrorism theories. Also, warrantless seizures | | | | is unwise, but bear in mind that information can be |
| are easily justified on such a theory. Many of the | | | | used in a variety of ways. Even seemingly |
| concerns with anti-terrorism became more | | | | harmless conversations can be used to prove guilt |
| complicated with the passage of the Patriot Act | | | | in a court of law. And statements that other |
| of 2001, which gave government agents even | | | | people post on a user's profile are also fair game. |
| more access to ESI. | | | | It is nearly impossible not to be involved with ESI |
| Popular Categories of ESI that are Discoverable | | | | in some way or another, but a little common |
| Courts have ruled that basically all forms of ESI | | | | sense can go a long way. |
| are discoverable. As stated, in order for ESI to be | | | | |