Case Organization, Analysis & Presentation in the Age of eDiscovery
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Transcript of Case Organization, Analysis & Presentation in the Age of eDiscovery
Case Organization, Analysis & Presentation in the Age of eDiscovery A LexisNexis Webinar for Lawyers
June 2015
Introductions
Suzanne Dinsmore• Litigation Technology Project Manager at Day Pitney. • Previously a commercial litigation paralegal for seven years.• Accolades:
- 2014 Top Real Estate Litigation Practice - New Jersey Law Journal
- New Jersey Annual Statewide Paralegal Convention
- First year training sessions regarding trial preparation and technology
- Coordinator of the Bet Tzedek pro bono program
David Cowen• President and Managing Director of The Cowen Group
Panelists
• A glimpse into today’s market with David
• Increasing your skills and your influence in these eDiscovery processes at your firm.
• Look at landscape, pain points, trends and best practices for:
• Case Organization
• Analysis
• Presentation
• Real life application with Suzanne
• Developing your skills and making yourself indispensable in your firm’s e-discovery needs
Outline
Market Opportunity with David Cowen
67% of 105 law firms surveyed saw an increase in their eDiscovery and Litigation Support Workload in the past 6 months (Q4 2014 and Q1 2015)-The Cowen Group “Q2, Quarterly Critical Trends Survey”
Market Opportunity with David Cowen
Clients are becoming increasingly cognizant of getting the best value from their law firms and relentless in pursuit of cost containment, cost reduction, cost predictability performance
improvement, and reinventing/improving best practices
Applying the Market Opportunity
What will make you indispensable?
New sources of revenue(new practice subgroups/growing market share)
Cost savings (Internal/external)
Productivity improvements (workflow/process)
Innovation(Emerging technology, smart data, business analytics, business
intelligence)
Other
The EDRM
EARLY CASE ANALYSIS /
PROCESSING
REDUCE A UNIVERSE OF DATA DOWN TO A
HAYSTACK
REVIEW and PRODUCTION
FIND THE NEEDLES IN THE HAYSTACK
ORGANIZATION and ANALYSIS
PRESENTATION
STORE / LINK / ANALYZE KEY DOCS, FACTS, ISSUES,
PEOPLE, AND AUTHORITIES
USE YOUR NEEDLES TO WEAVE A COMPELLING
STORY
Organization Pitfalls
Information is located everywhere!
• Storage Facilities
• Desks/Filing Cabinets
• Hot Doc Binders
• Email Folders
• DMS/Cloud
• Post-its/Legal Pads
• Inside my head
• Opposing counsel, client or other members of your firm• Third parties
Problems with current system:• Accessing those with the
information• Going multiple places to answer
one question• Differing or archaic workflows
Ask yourself - Where are all the haystack needles you’ve collected and how do I best use them?
Best Practices in Organization & AnalysisAsk yourself - Where are all the haystack needles you’ve collected
and how do I best use them?
Best Practices: • Have a pre-determined litigation plan• Experienced program use with each case• Real time shared access to team work
product• Single, centralized location• Overall integration of case management,
Review, Presentation, etc.
Factors to consider:• Search and annotate• Shared use & communication • Generate insightful reports, visuals and
timelines
Presentation
Ask yourself – How can you use your needles to weave a compelling story?
When to use presentation software:• Complex matters, processes or a scene• Comparisons• Multiple components simultaneously
Best Practices:• Pre-site visit • Practice, practice, practice! • Close and early planning with your firm’s
case team
Real Life Application
Learn more:• Referenced resources• Certification training• Conventions & Seminars
Stay current:• Webinars• Blogs / Alerts• Demos / Updates• Bar Associations /
Organizations – Tech section
Be active:• Test & explore software• Firm’s E-Discovery committee
Real Life Application
EDRM Launched in May 2005, EDRM was established to address the lack of standards and guidelines in the e-discovery market. Ediscovery Trends A blog focusing on developments in the eDiscovery and litigation support software marketplace. eDiscovery Journal Information, advice, and perspectives on hot eDiscovery news, trends, and best practices.The Sedona Conference® A nonprofit, 501(c)(3) research and educational institute dedicated to the advanced study of law and policy in several practice areas including eDiscovery.E-Discovery Team Blog By Ralph Losey, a lawyer in private practice In Florida with a background in litigation and computers since 1979. He is a Shareholder of Jackson Lewis P.C. and the firm’s National e-Discovery Counsel. LTN Law Technology News ALM uses this page as a handy place to collect its electronic discovery articles from across its many publications.
QUESTIONS?
You will be automatically directed to a survey for this session.
THANK YOU!
Additional Resources• The LexisNexis litigation team also provides a range of white papers
and webinars on eDiscovery. Also be sure to see related posts on this blog including:
– YouTube Friday: eDiscovery Explained Simply– 6 Staggering Big Data Statistics Pave the Way for eDiscovery– 5 Statistics Forecasting the Future of eDiscovery – 5 Steps on the Road to Leveraging Machine Intelligence in Legal
• Social Media:• Blog: Business of Law Blog• LinkedIn: LexisNexis Software and Technology Solutions Page• Twitter: @Business_of_Law• Facebook: LexisNexis Business of Law• Google+: +businessoflawblog• Subscribe to LexisNexis software and technology press releases via RSS