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Metadata:Deal with it!!#APP9

Metadata:Deal with it!!#APP9

Kenneth HenryTraining Managerg gCravath, NYC

• Originally from Scotland• Lives in Manhattan• Traveled worldwide with British Merchant Marines• Conducted legal training Internationally• Manager of Training and Learning Development at Cravath.

Metadata:Deal with it!!#APP9

Robert BlacksbergPrincipalpBlacksberg Associates, Philly

• Former partner in 2 Philadelphia law firms• 2 decades of legal technology consulting• Director, Practice Service @ TechLaw focusing on Microsoft Office, document

management, and document assembly engagements.• Classical and Klezmer clarinetist

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World of MetaData

The Dilemma

Risk

• Raised Awareness about ‘Hidden Data’

• Attorney Obligations

Reward

• Client Service

• Collaboration Efficiencies

• Time Saving Processes• Have We Gone Too Far? • Better Research

Internal Review Co-Counsel

Tale of a Typical Workflow . . .

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World of MetaData

A Traveler in the World of Metadata

Metadata WorldMetadata WorldAllies Inside the law practice Clients Co-Counsel

Adversaries Third parties and their p

counsel

Publication Courts Regulatory Agencies Transaction Closing

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Crossing Borders among Allies

Creating Documents Within Firm – Associate to Within Firm Associate to

Partner Lawyer to and from Client or

Co-Counsel

Crossing Borders with Adversaries

Exchange documents ith thi d ti dwith third parties and

their counsel

Crossing Borders - Publication

Court SubmissionCourt SubmissionRegulatory FilingDocument Execution

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MetadataRisks and Rewards

In DetailIn Detail

Metadata Risks

E b t

Identity

Confidentiality

Embarrassment

Metadata RewardsEfficiency

Accuracy

Collaboration /Client Service

Automation Mentoring

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Iden

tity

Con

fiden

tial T

ext

Em

barr

assm

ent

Author Name 3 3

Bookmarks 2 2 2

Comments 3 3 3

Computer Name 3 2

M

Metadata andRisk Factors

Macros 3 2

Past Authors 3 3

Storage Location (Hard Disk / Network) 3 2

Template information 2

Track Changes Identity 3 2 3

Track Changes Text 2 3 2

VBA Code 2

Metadata andRewards Factors

Effi

cien

cy

Acc

urac

y

Col

labo

ratio

n

Aut

omat

ion

Men

torin

g

Clie

nt

Ser

vice

Author Name 2 2 2 2

Bookmarks 1 1 1 2 1 1

Comments 1 1 1 1 1 1

Computer Name 2 2 2 2Computer Name 2 2 2 2

Macros 1 1 1 1 2

Past Authors 3

Storage Location (Hard Disk / Network) 2 2 1

Template information 1 1 1 1 1

Track Changes Identity 1 1 1 1 1 1

Track Changes Text 1 1 1 1 1 1

VBA Code 1 2 2 1

Metadata “Risk/Reward” Grid

war

dH

igh

Keep / Use

RiskLow High

Rew

Lo

w

Remove

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New Docs: Dupe & Revise

war

dH

igh

New Docs: Dupe & Revise

RiskLow High

Rew

Lo

w

Associate to Partner

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war

dH

igh

Associate to Partner

RiskLow High

Rew

Lo

w

To Clients

war

dH

igh

To Clients

RiskLow High

Rew

Lo

w

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To Adversaries

war

dH

igh

To Adversaries

RiskLow High

Rew

Lo

w

For Publication

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war

dH

igh

For Publication

RiskLow High

Rew

Lo

w

Metadata:Deal with it!!#APP9