creating a more efficient and effective ediscovery team -- ipro innovations 2016

Creating a More Efficient and Effective eDiscovery TeamPRESENTED BY: Kelly Twigger

#IproInnovations

@kellytwigger@esiattorneys

#IproInnovations

#IproInnovations

How a Lawyer Thinks

How Lit Support Thinks

vs.

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How a Lawyer Thinks

Legal Theory Elements Key

FactsValue

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IT Structure

Identify Sources

of ESICollect

DataFilter

and CullLoad for Review

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Lawyers, Outside Providers Lawyers, Paralegals, Litigation Support, Outside Providers

Lawyers, Associates, Paralegals, Litigation Support

Lawyers, Litigation Support, Outside Providers

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Rethink Your Discovery Process

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1%of cases go to trial

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•  Ask for universe of available data •  Stare at box of CDs that are produced •  Load all data into review platform and review •  Spend gobs of $$ •  Get lost in sea of documents

What Lawyers Do

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•  Start with the end in mind •  Identify the key facts for each theory of liability •  Find supporting information for those facts•  Use technology to get to a goal

What Lawyers Should Do

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Reasonable

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“Perfection is not the standard.”

— Judge Shira ScheindlinZubulake v. Warburg

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Funnel-Sieve ModelCollected e-docs In

Production Set OutThe process often described as a funnel is actually a sieve.

Collection

Culling

Review

Priv Log

Forensic Back-ups

Hosting, Back-ups. Extracted Text, TIF and PDF Versions

Law Firm Working Sets,Witness & Issue Binders,and Subsets on Laptop Databases

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Bridge the Communication Gap

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STEP 1Plan Your Strategy

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STEP 2Enlist the Right

Personality / Person

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STEP 3Develop Examples

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STEP 3 – Develop Examples• Create Timeline of events for matter with supporting documents

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• Show relationships between custodians

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• Show relationships between custodians • Identify better search terms using data

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• Show relationships between custodians • Identify better search terms using data • Create standard privilege filters by client

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• Show relationships between custodians • Identify better search terms using data • Create standard privilege filters by client• Identify documents for specific facts

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• Show relationships between custodians • Identify better search terms using data • Create standard privilege filters by client• Identify documents for specific facts • Ways to develop further business for clients

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STEP 4Pitch Your Services

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STEP 4 – Pitch Your Services1.  Early collaboration

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STEP 4 – Pitch Your Services1.  Early collaboration 2.  Better information sharing about goals of case

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STEP 4 – Pitch Your Services1.  Early collaboration 2.  Better information sharing about goals of case 3.  More targeted approach for client = less $$$

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STEP 4 – Pitch Your Services1.  Early collaboration 2.  Better information sharing about goals of case 3.  More targeted approach for client = less $$$ 4.  Less of this…

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Client’s Goal

Team Meetings

How a Lawyer Thinks


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Kelly [email protected]

#IproInnovations

@kellytwigger

@esiattorneys