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Getting Past Guesswork: Achieving Cost Predictability Through Process and Reporting Thursday, Oct. 10 | 10 – 11:15 Presented by

Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

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The surge in volume and types of data has fueled corporate litigation costs and fostered an environment of uncertainty and second-guessing. Combining reporting and metrics with a commitment to sound processes can improve case strategy and budgeting and help predict and monitor costs. This panel addresses: • The pros and cons of flat-fee arrangements, • Correctly gauging costs and scope, • Building transparency into e-discovery processes, and • Aligning expectations of in-house and retained counsel, Hear experts from top corporations share their secrets and best practices for reducing and forecasting costs.

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Page 1: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Getting Past Guesswork: Achieving Cost Predictability Through Process and Reporting

Thursday, Oct. 10 | 10 – 11:15

Presented by

Page 2: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Lael Andara

IP Litigation Partner | Ropers Majeski Kohn & Bentley

Page 3: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Peter Oesterling

Assistant General Counsel | Nationwide

Page 4: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Mara Sconce

Litigation Counsel | Dell

Page 5: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Model and overall approach to cost containment

• Standard Pricing model for e-discovery services

• L600 series UTBMS e-discovery billing codes

• Effective communication among all relevant stakeholders

Page 6: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Lael Andara

IP Litigation Partner | Ropers Majeski Kohn & Bentley

Page 7: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Expectations

COST TIME

SCOPE NEED

Page 8: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

CooperationCompany

ESI Vendor

OutsideCounsel

Foreign

CounselFact

ExpertDamagesExpert

COURT

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Collaborate

Page 10: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Collaborate

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Core Competence: Identify Limitations

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Core Competence: Ignorance Is Risk

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Shared Goal: Admissible Evidence

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Proportional

Amount in Controver

sy

Needs of the Case

FRCP 26(b)(1)

Page 15: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Interview

Inventory

Preservation

Conference Vendor/Client/Coun

sel

Meet & Confer with Opposition to Limit

Scope

Early Assessment

Measure twice!

Page 16: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Not to Exceed Budget

• Courts require early ESI assessment

• Assessment can help narrow scope/cost by meet & confer

• Assessment allows for early budgeting

• Budgets should be based on what was known based on the pending claims

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Iterative

• Expect the unexpected!

Page 18: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Mara Sconce

Litigation Counsel | Dell

Page 19: Getting Past Guesswork: Achieving Cost Predictability through Process and Reporting

Practical approaches to make e-discovery more predictable

• Develop a repeatable process through templates and forms

• Learn from your data and prior cases

• Utilize technology

• In sum, look for opportunities to gain efficiencies

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Your Notes

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Your Notes

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Your Notes

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