Cozen O’Connor: Tate, Joseph

Joseph A. Tate, Jr.

Counsel and Director, Electronic Discovery & Practice Advisory Services


(215) 665-4629

(215) 665-2013

Joseph A. Tate, Jr.’s practice focuses on e-discovery and data management issues in the context of litigation and investigations, both governmental and internal. Joe provides counseling to clients and colleagues facing the ever-increasing legal and technological complexities that permeate these areas of the law. He has managed complex e-discovery projects for high-profile matters involving various practice areas and industries including higher education, financial services, construction, and health care and life sciences.

Joe is well versed in developing and managing all phases of the e-discovery lifecycle. This includes the identification, preservation, collection, processing, review, production, and presentation of electronically stored information and data. To that end, he works with clients to develop and implement data preservation plans, organizes forensic data collections, utilizes advanced technologies to cull and filter data sets, prepares and manages document review workflows, applies advanced analytics to increase review efficiency, and implements quality control procedures to mitigate risk.

Joe has extensive experience leading the e-discovery 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 has also counseled clients on issues related to the attorney-client privilege and work product doctrine, information governance, and litigation readiness.

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.



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