Joseph A. Tate, Jr.

Counsel and Director, Electronic Discovery & Practice Advisory Services


(215) 665-4629

(215) 665-2013

Joe focuses his practice on eDiscovery, information governance and data management issues in the context of litigation and investigations. As the director of Electronic Discovery and Practice Advisory Services (ePAS), Joe leads the firm’s eDiscovery efforts, and is responsible for the day-to-day management of a team of attorneys and technologists that handle all phases of the eDiscovery lifecycle. 

Joe manages complex eDiscovery projects for high-profile matters involving various practice areas and industries including higher education, financial services, construction, and health care and life sciences. He is well versed in developing and implementing data mapping exercises, litigation hold and preservation plans, and organizing forensic data collections. He also prepares and manages document review workflows using advanced technologies to cull and filter data sets, utilizes advanced analytics to increase review efficiency, and implements quality control procedures to mitigate risk.

Joe has extensive experience leading the eDiscovery element of meet and confer conferences, preparing and negotiating ESI protocols, drafting and responding to discovery motions and requests, and taking and defending depositions of IT personnel and record managers. He also regularly counsels clients and colleagues on complex legal issues related to eDiscovery, the attorney-client privilege and work product doctrine, information governance, and litigation readiness.

Joe is also a member of the leading eDiscovery and information management organizations including the Sedona Conference Working Group 1, ILTA (International Legal Technology Association), and ARMA (Association of Records Managers and Administrators).

Joe also volunteers and provides pro bono legal services through Philadelphia VIP, Community Legal Services and as a volunteer child advocate attorney with the Support Center for Child Advocates. He received his undergraduate degree from Boston University and his law degree from Villanova University School of Law.




'When' Not 'How' the Question Companies Face in Preserving Video Chats

July 29, 2020

Joseph Tate was quoted in Legaltech news discussing how phone calls typically do not fall under the category of electronically stored information (ESI) unless they are recorded and preserved in some format.

4 Times E-Discovery Made the News in 2019

December 30, 2019

Joseph Tate was featured in a Legaltech news article that discussed four places where e-discovery made the news in 2019.

Google’s Antitrust Case Underscores Tough Sell for ‘Cooling-Off' Discovery Requests

November 06, 2019

Joseph Tate was quoted in Legaltech news discussing Google's petition for a protective order against a Texas Attorney General, who is leading a multistate antitrust investigation against the company.

Inside the Trials and Tribulations of Modern E-Discovery Training

July 30, 2019

Joseph Tate was quoted in Legaltech News explaining the importance of training on e-discovery and some challenges that face this.


Emerging Data Types and IoT of E-Discovery in Civil Litigation [The Legal Intelligencer]

March 24, 2020

Joseph Tate and David Walton published an article to The Legal Intelligencer discussing that your new IoT data may be subject to preservation, collection and production in civil litigation.

How to Effectively Conduct Discovery in a Mobile-First World [The Legal Intelligencer]

February 07, 2017

Joseph Tate, a member of Cozen O'Connor's Institutional Response group, discusses how to conduct discovery in a mobile-first world.


  • Villanova University School of Law, J.D., 1995
  • Boston University, B.A., 1990
  • Pennsylvania

Association of Records Managers and Administrators

International Legal Technology Association

Villanova Law J. Willard O’Brien American Inn of Court

Sedona Conference Working Group 1