Solve tomorrow’s e-discovery

Join us in Portland this September for the sixth annual PREX. Prepare to energize and elevate your e-discovery practice.

September 12-14, 2017
Portland Art Museum, Portland, OR

Register Today

BRING THE WHOLE TEAM – 50% Discount on 4 or More With Group Registration

Pulitzer-Prize Winner Glenn Greenwald Headlines PREX17

Known for breaking the Edward Snowden story, Greenwald will reveal insights about the fascinating intersection of privacy, civil rights, technology and the implications for e-discovery.

Glenn Greenwald

Pulitzer-Prize winning journalist, constitutional lawyer and New York Times best-selling author

Acclaimed as one of the world’s leading political thinkers, Glenn Greenwald is a former constitutional law and civil rights litigator. He has authored four New York Times best-selling books, including How Would a Patriot Act? and With Liberty and Justice for Some. His most recent best-seller, No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State, details his experience creating a series of reports for The Guardian about whistleblower Snowden’s documents on the NSA. The 2014 documentary film, Citizenfour, is based on these reports. Greenwald’s NSA reporting has won numerous awards, including a George Polk Award in 2013 and a Pulitzer Prize for public service in 2014. He is currently founding editor of new media outlet, The Intercept, and is a frequent commentator on CNN, MSNBC, Morning Joe and Democracy Now.

Don’t miss Greenwald’s PREX17 session!

Secrets, Surveillance and Civil Liberties: Navigating the Boundary Layer Between Law and Technology in the Connected Society

The security apparatus of global governments and their relationships with leading global technology companies presents a stark reality of how citizens are being monitored. During this special keynote, Glenn Greenwald will provide a snapshot of current events and offer a forecast of what to expect in the coming years. Don’t miss this one-of-a-kind presentation.


Register now for a free copy of Glenn Greenwald’s best-seller, No Place to Hide. Have your book signed by Glenn Greenwald at PREX17! Limited to the next 40 early bird registrants.


Join us in Portland this September for the premier conference for in-house e-discovery professionals. Bring your entire team to learn, grow and connect. CLE credits available.

See new PREX17 agenda topics

Speaker Line Up

Learn from experts about how to improve the litigation response process and improve your data preservation and collection process.

Zapproved User Group

5th Annual Zapproved User Group Meeting will be held Tuesday, September 12 at Zapproved Company Headquarters.

Make the case

Get tips to win your boss’s approval and score budget to attend PREX17.

Venue and Accommodations

Portland has world-class dining, beautiful scenery including rivers and gardens, is one of the country’s premier walking cities and has a hip nightlife scene.

Frequently Asked Questions

Have a question about the conference? View this resource for answers to our frequently asked questions.

2017 Speakers

We are honored to welcome the nation’s leading jurists, lawyers and more in-house practitioners in e-discovery than ever before.

Many of you have gotten to know the PREX faculty over the years, and you can look forward to visiting with many of them once again in September. Check back for speaker updates in the coming weeks.

PREX17 Agenda

Now in its sixth year, PREX is the premier conference for in-house e-discovery professionals. Join us in Portland this September to be motivated, challenged, informed and inspired to elevate your e-discovery practice even higher.




Tuesday, September 12

9 – 4 p.m.

Zapproved User Group

5 – 7 p.m.

PREX Reception

Wednesday, September 13

8 – 9 a.m.


9 – 9:30 a.m.

Welcome to PREX

9:30 – 10:30 a.m.


Sean Doherty, 451 Research

Tech Trends in E-discovery and What They Mean for In-House Legal Teams

Sean Doherty has been one of the keenest observers of electronic discovery technology since it emerged. He’s an attorney who has used every major software for electronic discovery, many times out of his personal e-discovery lab. Now an analyst with The 451 Group, Sean applies his long history in this space to help project where electronic discovery technology is heading. He will share his vision of the future and speak specifically to how it will impact corporate legal teams.

11 – 12 p.m.
Breakout 1
Jump Start Your Preservation Playbook

From trigger to release: Plan your way to better legal outcomes.

This how-to session focuses on the elements of creating a successful preservation playbook for your organization, including best practices and shared experiences. How might an organization create, adopt, monitor and document “reasonable steps” to avoid 37(e) sanctions?

Negotiating Scope: Determining What's reasonable

Keep your scope, and custodian obligations, in check with FRCP requirements.

It’s been nearly two years since the new Federal Rules of Civil Procedure went into effect. While they promised more reasoned scope of discovery by bringing proportionality and cooperation to the forefront, the reality may feel very different. How are we doing — and how can we be better? Know your rights and responsibilties for responding to demands for electronic evidence. This session will focus on the scope of custodians, keywords and retention policies. Find out how to ensure sure you’re being reasonable in your efforts, while not collecting everything from everyone all the time.

Take innovative e-discovery software tours

Road test a variety of secure and easy-to-use products that can help you solve e-discovery.

New by popular demand! You’ve asked and we listened. This new session explores intuitive e-discovery software solutions from Zapproved and other providers. Come learn more ways to empower your corporate legal and compliance teams to defensibly reduce the cost and risk associated with e-discovery, litigation and compliance matters.

12 – 1:30 p.m.


1:30 – 2:30 p.m.
Breakout 2
Fire, ready, aim: Build a Bullet-Proof Discovery Response

Arm youreslf with an iron-clad response plan from the ground up.

An effective e-discovery response plan covers everything from building a response team to conducting post-mortems. Be ready before an investigation or litigation commences. Review the basics in this session on preservation response and process mastery. We’ll walk through: who talks to whom, what to discuss, which in-house and retained counsel roles to consider, how to decide what to preserve, strategies for preliminary collection, and working with corporate silos.

Harness Digital and Social Media Data from All Angles

Solve security, data managment and information governance across ever-changing digital and social media landscapes.

Social media and digital everything are changing the way we must approach e-discovery. Is your team prepared? Learn about the electronic information challenges every corporate legal team faces — and how you can overcome them.

Security in the Age of the Cloud

From cyber security to the shared responsibility model, get expert tips on keeping data safe.

2:45 – 3:45 p.m.
Breakout 3
Craft a Culture of Compliance that Delivers

Move beyond preservation readiness to create a cross-functional strategy wired for compliance.

Reducing preservation costs and risks demands proactive measures: policies, training, auditing and governance. Get tips on how to take charge of making these investments within your organization, across departments, so that compliance always wins.

When E-Discovery Goes Wrong

Reboot your approach to handling e-discovery mishaps and averting the worst.

When preservation goes awry, which strategies help organizations control damage and reduce costs and risks of spoliation? Get valuable insights from an analysis of amended 37(e), including: reasonable steps to take, what prejudice means, and how to position “lost” ESI to avoid remedial measures.

Preserving from the Cloud for Microsoft Office 365

Review options that integrate with Microsoft® Office 365® to manage preservation holds.

You’ll learn the latest software, including Zapproved’s CloudPreserve™, an add-on module for Legal Hold Pro™, that enables corporate legal teams to quickly and defensibly apply “in-place” data preservation holds in Office 365.

3:45 – 4 p.m.

Corporate eDiscovery Heroes

Get to know the 2017 eDiscovery Heroes. Find out how these talented practitioners are helping to solve today’s biggest e-discovery challenges and pave the way to a better future at their organization.

4 – 5 p.m.


Glenn Greenwald, Pulitzer-Prize winning journalist, constitutional lawyer, and New York Times best-selling author

Secrets, Surveillance and Civil Liberties: Navigating the Boundary Layer Between Law and Technology in the Connected Society

Acclaimed as one of the world’s leading political thinkers, Glenn Greenwald is a former constitutional law and civil rights litigator. He has authored four New York Times best-selling books, including How Would a Patriot Act? and With Liberty and Justice for Some. His most recent best-seller, No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State, details his experience creating a series of reports for The Guardian about whistleblower Snowden’s documents on the NSA. The 2014 documentary film, Citizenfour, is based on these reports. Greenwald’s NSA reporting has won numerous awards, including a George Polk Award in 2013 and a Pulitzer Prize for public service in 2014. He is currently founding editor of new media outlet, The Intercept, and is a frequent commentator on CNN, MSNBC, Morning Joe and Democracy Now.

6 – 9 p.m.


Thursday, September 14

8:30 – 9 a.m.


9 – 9:45 a.m.

Judicial Panel

10 – 11 a.m.
Breakout 4
What's the Fuss With Data Privacy and the GDPR?

Navigate e-discovery no-fly zones with confidence by learning the latest EU-U.S. Privacy Shield and General Data Protection Regulation (GDPR) rules.

How do changes on the international front affect our approach to preservation and discovery? How do we effectively manage cross-border discovery obligations? Explore transborder preservation, collection and production strategy from the U.S. and foreign perspectives and how to resolve conflicts.

Embracing the Right Process at the Right Time

From hire to fire, know just how much process, and preservation, is enough.

How do your existing processes adapt to change — from new hires to terminations, and everything in-between? Reinvigorate your tactics for managing data and mitigating risk over the life of a preservation hold.

Preserving, Collecting and Reviewing Social Media

What tools make it easy, and defenisible, to harness data across digital and social media environments? Get an overview of options.

11:15 – 12:15 p.m.
Breakout 5
Getting out the ROT

Know when too much data clogs presevation, and how to properly clean the pipes.

How can you affect real change in the organization when it comes to redundant, obsolete and trivial (ROT) data? What are the keys to a successful and defensible deletion program? Get insights on records retention policies, information governance and incorporating preservation obligations into policies.

Fine-Tune Your Collection Strategies

Not all collections are created equal. Find out how to collect for any situation.

From self-collection to forensic examination, how do you decide which collection strategies to use? Choosing the right approach may not always be obvious. Delve into collection strategy best practices that are defensible and sustainable.

Preserving, Collecting and Reviewing Social Media

What tools make it easy, and defenisible, to harness data across digital and social media environments? Get an overview of options.

12:15 – 1:15 p.m.


1:15 – 2:15 p.m.
Breakout 6
Preservation Insights and Predictions with the Pros

Let’s swap stories about preservation success, failure and innovation!

Come share your experiences with the experts on how to improve preservation processes. Together, we’ll build better strategies to solve e-discovery for the future.

Art of Advocacy

Brush up on being the best counsel for your team — and for your future.

It’s easy to focus on the day to day, but one of the privileges of being a legal professional is the unique position of speaking for others. Whether it’s representing your company or client interests to the best of your abilities, or championing a cause — this session will explore how you can grow to be the best advocate possible.

E-Discovery 101

New to e-discovery?

Walk through the EDRM and learn the basics of creating your own preservation, collection and review plan for success.

2:30 – 3:30 p.m.
Breakout 7
Practical Steps to Streamline E-Discovery for Compliance

“Turn your team’s e-discovery process into a finely-tuned compliance-readiness machine.

We’re calling it: legal compliance is the newest trend among in-house e-discovery teams. More organizations are investing in ways to ensure better control, more visibility and more consistency across your policies and practices. How can you run your department more like a business so that workflows, deadlines and data coalesce in harmony? Dig into the metrics, controls and best practices of modern corporate legal operations.”

Bringing e-Discovery In-House: Learnings from the Trenches

Hear best practices from others who have brought e-discovery in-house.

You’ve been talking about this for years, but now you’re beyond discussing the relative merits, and are finally ready to start doing it. Learn what key pieces you should start with, what kind of new hires to consider, and what common pitfalls to avoid.

Every Company Is a Tech Company

Embrace technology to optimize your e-discovery ecosystem.

There’s no escaping technology when it comes to e-discovery, and to business in general. Most days start by checking our smart phone as our desktop boots up. It feels like overnight technology has become critical to every core function of our lives. In this presentation, we’ll talk about how technology has become engrained in business, regardless of industry, and how you can use that insight to scale to the e-discovery of tomorrow.

Make the case

Need tips to win budget approval and convince your boss that PREX17 is not-to-be missed? Here are four good reasons. We hope to see you in September!

  1. Fit a ton of learning into just a few daysPREX strategy and practical sessions deliver insights and best practices you can use immediately to improve your legal preservation process. Attend to advance your understanding of sustainable e-­discovery processes and secure your future. CLE credits available.
  1. Hear from leading jurists, lawyers and in­-house practitioners in e-discoveryPREX experts share personalized ways to improve litigation response, data preservation and collection processes. Past attendees say these proceedings contain concrete tips they can use to boost their e-discovery success.
  1. Network with legal professionals facing similar challengesPREX attendees connect with the whole community about how to solve e-discovery issues. Connections may happen during sessions, or over breakfast, lunch or a glass of wine. Meet the speakers and swap ideas with others facing similar challenges.
  1. Return to the office Monday with a to-do listPREX arms you with valuable education, peer connections and best practices to help you create a smoother, more defensible preservation process. Take this wealth of wisdom back to the office to establish a “culture of compliance” across your company.

Venue & Accommodations



Portland Art Museum
Mark Building

1219 SW Park Avenue
Portland, OR 97205

View Details

Located in the heart of Portland’s cultural district, the Portland Art Museum is the oldest museum in the Pacific Northwest and is internationally renowned. The museum’s 2.5-block campus includes an outdoor sculpture mall, multiple galleries and a blend of modernist and classical architecture. Its permanent collection of 42,000 objects reflect ancient to present-day American, Native American, Asian, European and Northwest art, photography and sculpture.

PREX17 sessions take place in the historic Mark Building, adjacent to the main museum. Venues include the dramatic Grand Ballroom featuring soaring ceilings and rich architectural details, the neo-classical Sunken Ballroom, and the light-filled contemporary Miller Gallery.

PREX17: The Healthman

The Heathman

PREX17 room rate: $249.00
Rate available through August 18, 2017

To reserve a room at the conference rate, please call (800) 551-0011 and reference PREX17.

View Details

One of the city’s most recognizable historic landmarks, the iconic Heathman Hotel in the heart of downtown Portland blends rich history with a reverent appreciation for the arts. The hotel’s library boasts more than 2,700 volumes signed by the authors, while its world-class art collection celebrates the work of contemporary artists. Here, the art of service is alive and well, from the welcoming Beefeater doorman to the attention of your personal concierge.

The Paramount

PREX17 room rate: $229.00
Rate available through August 11, 2017

To reserve a room at the conference rate please call (503) 223-9900 reference PREX17.

View Details

The Paramount Hotel is ideally located in the heart of Portland’s downtown core, with Director Park as our front yard. We are steps away from tax-free shopping at Nordstrom’s, Pioneer Place and the world famous Powell’s Bookstore. There are cultural venues to explore and be entertained around every corner. From the Portland Art Museum, the Arlene Schnitzer Concert Hall and the Portland Center for Performing Arts to the Oregon Historical Society.

Portland life

If you’ve attended PREX, you know the wonder of Portland in September. It’s abuzz with farmers markets, outdoor concerts, and world-renowned art, coffee, food and wine. Each year it just gets better.

When you attend PREX17, the nation’s sixth annual premier conference for in-house e-discovery professionals, you’ll be right in the heart of Portland. We even created this Portland hit list to help you plan your visit.

Book your hotel room by August 11, 2017 to take advantage of the PREX discount rate

Plans and Pricing

Registration is open at a rate of $995. Act now to ensure PREX17 is in your continuing education plans for the coming year.

Contact us for group rate. For a list of FAQ’s about the conference, view here.

Standard Pricing

Registration Closes Sept 9, 2017
  • Two Days of Conference with Meals Included

  • Networking Welcome Reception and Conference Dinner

  • Zapproved User Group (for current customers)

  • 10.5 CLE Credits Pending


Group Pricing

Group Rate Avaliable
1+ People From Same Organization
  • Two Days of Conference with Meals Included

  • Networking Welcome Reception and Conference Dinner

  • Zapproved User Group (for current customers)

  • 10.5 CLE Credits Pending

Contact Us

Our 2017 Sponsors Announced Soon

We invite you to join a committed group of sponsors to support PREX17, the Premier Conference for In-House E-Discovery Professionals.

Contact us here for sponsorship opportunities.

What Our Attendees Are Saying

Don’t just take it from us, let the attendees do the talking!

“PREX stands out as a venue where every presentation is “top of the line,” offering information to faculty and attendees on current and contemplated topics related to preservation. PREX is a definite “must attend” on an annual basis.

Hon. Ronald J. Hedges

Member Litigation and Dispute Resolution Practice Group, Dentons

“The PREX conference in September of each year is one that I place on my calendar as a “recurring event” that I will be attending. Each year I’m amazed by their expansion of the eDiscovery legal hold issues raised, as well as the quality of their speakers, both inside and outside the legal profession. Their commitment to quality content, first-class networking events, and fostering a community of eDiscovery legal hold professionals always makes the decision for me to attend very easy.”

Michael R. Arkfeld, Esq.

Principal, Arkfeld and Associates

“I would attend PREX anywhere for the quality of its faculty and its depth of practical thought and valuable takeaways. That PREX is also set in Portland at its loveliest time of year makes it irresistible.”

Craig Ball

Board certified trial lawyer, certified computer forensic examiner, electronic evidence expert, and award-winning columnist

Frequently Asked Questions

Can I register in person at the event?

Yes, if space is still available, but it is recommended to register in advance to ensure your place.

Will the program be CLE accredited?

Yes, 10.5 CLE credits are pending approval.

Will registration close at any point?

Due to the popularity of the conference, we recommend that attendees register early as our conference space is limited. We expect the conference to sell out.

What is included in my registration fee?

Access to PREX17 includes two days of sessions with industry experts and leading jurists. The program will begin at 6pm on Tuesday, September 12, and will end at 5pm on Thursday, September 14. Registration fee includes admission, and all food and beverage during the sessions.

Does the registration fee include travel costs for the conference?

All travel costs including air and hotel accommodations are the responsibility of the attendee.

What forms of payment will you accept for the Conference fee?

Our registration page will process credit card payments from Visa, MasterCard, American Express and Diners Club. When needed, special arrangements can be made for payment by check.

If I can't attend can I substitute my registration?

Yes. You can substitute your registration to another colleague within your company by logging into the registration system and editing the attendee name.

What if I have to cancel?

Registration cancellations received by 5:00 PM (PT) on Friday, September 1, 2017 will be refunded.

Where will the conference be held?

The Portland Art Museum, Mark Building, 1119 SW Park Avenue, Portland, Oregon 97205

Where will I find conference accommodations?

Two separate blocks of hotel rooms have been reserved near the conference venue at discounted rates. Hotel block information for The Heathman and Paramount Hotels can be found on the conference website. For other options visit

Into what airport should I fly?

Portland International Airport (PDX) is 13 miles from the conference venue in downtown Portland.

How do I get to the hotel from the airport?

If you plan to drive, or travel by taxi, you can anticipate a 20 minute travel time. The conference venue is easily accessible from the airport via public transportation. Taxis are readily available and Portland’s commuter train, MAX ( can take you from the airport to the hotel (exit at Galleria/SW 10th Avenue).

What kind of weather should I expect?

The weather in Portland is beautiful in mid-September. The average high temperature is 77° and the average low temperature is 50°. You can expect sunny days, but bring a light sweater or jacket for the evenings. However, it is the Pacific Northwest, so rain is always a possibility.

Is there a dress code?

Business casual attire is appropriate for all functions related to the PREX17.

Don't Be Shy

If we didn’t answer all of your questions, feel free to drop us a line anytime.

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