Joseph A. Tate, Jr.

Managing Director, CODISCOVR

Philadelphia

(215) 665-4629

(215) 665-2013

Joseph Tate is the managing director of CODISCOVR and focuses his practice on eDiscovery, information governance and data management issues in the context of litigation and investigations. As the Managing Director of CODISCOVR, Joe is responsible for the day-to-day management of the business and 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).

 

 

News

Sedona Conference’s 2022 eDiscovery Negotiation Training

April 05, 2022

Joe Tate, as a faculty member, and Nicole Marie Gill, as a participant, attended the Sedona Conference’s 2022 eDiscovery Negotiation Training.

Think Before You Delete: Social Media’s Mass Deletion Features Could Exasperate E-Discovery

March 01, 2022

Joseph Tate was quoted in an article published by Legaltech News that discusses how new mass deletion features on social media platforms have the potential to wreak havoc on investigations and litigation.

Inexperienced Attorneys Can Absolutely Get E-Discovery Jobs, But First They Need E-Discovery Experience

October 28, 2021

Joseph Tate was quoted in an article published by Legaltech news discussing how he hasn’t seen the demand for e-discovery talent in the market this high in years.

Sorry Big Law, Consumption-Based E-Discovery Isn't Going Anywhere

September 08, 2021

Joseph Tate was featured in an article published by Legaltech news that discusses how pricing per gigabyte for the use of e-discovery tech will likely continue to be a mainstay in the industry.

6 Things Law Firms Wish Tech Vendors Knew About Their Procurement Process

September 02, 2021

Joseph Tate was featured in an article published by Legaltech news which discusses six things law firms wish tech vendors knew about their procurement process.

Joseph Tate a Guest on eDiscovery Leaders Live

May 19, 2021

Joseph Tate, chair of the firm’s eDiscovery & Practice Advisory Services Group, was a guest on George Socha’s eDiscovery Leaders Live, a weekly series where he chats with different leaders in eDiscovery.

Plaintiffs Social Media ESI Is Increasingly Discoverable. Will It Chill Meritless Filings?

April 13, 2021

Joseph Tate was featured in an article published by Legaltech News, "Plaintiffs Social Media ESI Is Increasingly Discoverable. Will It Chill Meritless Filings?"

Cozen O'Connor Brings On New E-Discovery Chair For Philly Office

February 18, 2021

Joseph Tate, Calli Padilla, and Maureen Holland are featured in a Law360 article highlighting recent leadership changes and the firm's summer associate program.

Cozen O’Connor Announces Changes to Firm Management

February 16, 2021

Cozen O’Connor is pleased to announce the following changes in firm leadership positions for the 2021 year.

'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.

Publications

How Information Governance Impacts the E-Discovery Process

February 04, 2022

Joseph Tate and Nicole Gill published an article to The Legal Intelligencer discussing how as the e-discovery lifecycle has matured, information governance has taken on a more prominent and important role as the foundational stage of the process.

Ethical Challenges of Conducting E-Discovery in a Remote Work Environment

February 05, 2021

Joseph Tate and Emily Plowcha contributed an article to The Legal Intelligencer discussing how the remote work environment has significantly impacted e-discovery and the ethical obligations of attorneys in the ever-evolving technological and legal landscape.

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.

Education

  • 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