On-Demand eDiscovery Processing
Stu Van DusenLexbe LC
Fast, Scalable Processing Capacity to Meet any Project Need
March 26, 2015
eDiscovery Webinar Series
○ Takes Place Monthly
○ Cover a Variety of Relevant eDiscovery Topics
○ Presentations Available for Download by Registrants.
Info & Future
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
eDiscovery Webinar Series
Lexbe is an Austin, TX based eDiscovery software and services provider.
○ Lexbe eDiscovery PlatformLexbe eDiscovery Platform is a hosted eDiscovery processing and review tool. Users can load a variety of file types, process for review, OCR for search, and conduct document reviews, productions, prepare for depos & analyze transcripts, conduct case analytics, prepare for dispositive motions, and provide litigation support during trial. Per GB hosting charges won’t break the bank and there are no user fees.
○ Lexbe eDiscovery Services Lexbe does large volume document culling, processing from native to PDF or TIFF, load file creation, high-volume OCR of image files, Rule 26 and project management consulting, and related eDiscovery Services.
○ Lexbe is recognized as a 'Top 100' eDiscovery Provider by ComplexDiscovery, a leading electronic discovery and information governance firm.
About Lexbe
Lexbe Sales [email protected]
(800) 401-7809 x22
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
If you have any questions or technical issues, please e-mail them to:
eDiscovery Webinar SeriesQuestions & Technical Issues
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
eDiscovery Webinar SeriesStu Van Dusen Bio
○ eDiscovery Solutions Consultant at Lexbe LC, advising legal professionals on cloud-based litigation data processing, review and document management software and litigation support services.
○ Prior business experience in financial services, software, and internet-based businesses.
○ EducationMS - Technology Commercialization, University of Texas McCombs School of Business (2013)BS - Management , Trinity University (2010)
Contact Stu Van Dusen512-843-7672
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
● eDiscovery processing and the EDRM
● Fast, scalable processing: why it’s needed
● Traditional processing workflows
● Balancing processing demands with internal resources
● Cost-efficiently increasing capacity and speed
● Features & benefits of eProcessing+
● Integrated ECA, processing, and review to speed throughput and reduce total costs
● Summary
Agenda
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More ESI Means More Processing Needed
Digital Information Created, Captured, Replicated Worldwide4
3
2
1
2005 2010 2015Source: IDC Digital Universe Study (2012)* 1 Zettabyte = 1 Trillion Gigabytes
Zettabytes*
2.8 zettabytes of information were created and replicated during 2012, a 56% increase from 2011 (IDC)
VoipEmail
iPhones Peer-to-Peer
Online StorageDigital Cameras
Facebook | LinkedIn DropBox | Backup Devices
Elastic Storage | SaaS | Google StreetsPersonal Blogs | Skype | World Satellite Images
Personal Scanners | Customer Service Recordings Public Webcams | Google Goggles | Netbooks | Cloud Instance Servers | PaaS
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OnDemand eDiscovery Processing
EDRM
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OnDemand eDiscovery Processing
● What is eDiscovery Processing?
● Why is it needed?
● Why are speed and scalability important?
● Cost Considerations?
Key Questions
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
What is eDiscovery Processing?
Aim: Perform actions on ESI to allow for metadata preservation, itemization, normalization of format, and data reduction via selection for review.
Goal: Identify ESI items appropriate for review and production as per project requirements.
Source: http://www.edrm.net/resources/guides/edrm-framework-guides/processing
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OnDemand eDiscovery Processing
Why is eDiscovery Processing Needed?
○ Support ECA and data reduction
○ Standardize all documents into a review format
○ Allow load to a review platform
○ Create high quality search indexes
○ Prepare data for assisted review, text, and visual analytics
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OnDemand eDiscovery Processing
Speed, Scalability, and Cost Considerations
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Benefits of Fast Processing:○ Meet tight deadlines○ More time for atty review (front and back)○ More time for QC
Benefits of Scalability: ○ Large collections can break non-scalable systems○ Allows large jobs to be completed quickly○ Lets managers match capacity with need
Underlying Cost Consideration:
Maintaining a large at rest capacity is very expensive in hardware, software, and human resources
OnDemand eDiscovery Processing
Traditional Approaches
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
Benefits Drawbacks
Local Hardware and Software Installs
-Internal control-Known capacity
-Costly to maintain-Limited capacity and throughput-Litigation expense is a fixed capital cost
External Service Bureaus
-Outsourced capacity -Can be very slow-Often expensive-Minimal control (linear process)
Dedicated Hardware Terminals
-Convenience-Mobility
-Expensive-Not scalable-Fixed capacity-Still requires IT support
OnDemand eDiscovery Processing
Peaks & Troughs of Demand
High
Low
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Legend
➤ Internal Processing Need
OnDemand eDiscovery Processing
Overspending on Internal Infrastructure
High
Low
Legend
➤ Internal Processing Need ➤ Internal Capacity ➤ Inactive Resources
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○ Building internal capacity means purchasing hardware, software licenses, and increased staffing and management requirements.
○ When internal processing needs fall, these resources are dormant, but still expensive.
OnDemand eDiscovery Processing
Staffing for Best Fit
High
Low
Legend
➤ Demand ➤ Internal Capacity
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○ Developing internal capacity to meet a consistent need reduces inefficient spend on inactive hardware, software, and staffing.
○ Leverage scalable solutions to meet excess demand.
OnDemand eDiscovery Processing
External Processing Requirements
Quality -- Processing needs to deliver usable, complete outputs and load files to support the following stages of discovery
Speed and Scalability -- Available capacity needs meet demand. The faster collections can begin processing the sooner review can begin
Price -- eDiscovery processing pricing needs to be predictable and within budget. Don’t pay for more than is needed!
Integration -- Output data should move smoothly into ECA and litigation review platforms to avoid additional time delays and expenses.
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
The Lexbe Engine○ ESI collections can be broken into
smaller pieces and processed simultaneously in parallel server environments
○ Scalable, proprietary architecture allows for instant access to near unlimited computing power.
○ This means faster processing, hours and days vs. weeks.
○ Supported by the AWS cloud, the best, most reliable, and most secure
Incoming ESI
Reviewable Documents
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OnDemand eDiscovery Processing
TIFFing Speed ExampleIncoming ESI
Reviewable or Producable Documents
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Traditional In-House: 1TB to process to TIFF, 1 month to do it.
Internal Capacity: 10 dedicated servers operating @ 2GBs/day
10 servers x 2GBs/day x 30 days = 600GB
And with any problems the job will certainly not be finished
Lexbe Scalable Capacity:
Deploy 500 servers x 2GBs/day and finish processing in 1 day
Scalable processing allows for much improved throughput at less cost
OnDemand eDiscovery Processing
Complementary Processing Options
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
eProcessing+ High Capacity Processing+
Service Type OnDemand Self-Service Service bureau model
Availability Continuous, 24x7 Access Scheduled for large jobs
Data Transfer Web interface HTTPS RAR & Secure FTP transfer
Throughput Most case needs Extraordinarily large cases or tight timelines
Server Scaling Reactive (queue managed) Reserved & deployed for job
Processing Culling, Native to PDF, Native to TIFF, Native Extracted, OCR, NearDup Groupings; Assisted Review
Ingestion • Processing support for hundreds of popular file types; unicode
Exports • File formats export as PDF, TIFF or Native Expanded• Multiple endorsing options• Load file support for major review systems (DAT, DII, XLSX, etc.)
QC & Reporting • Integrated pivot tables• Bi-directional Excel support
• Standard exception reporting• Custom reports available
OnDemand eDiscovery Processing
eProcessing+ Workflow
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Next Generation Technology Architecture
Scalable -- Systems architecture allows Lexbe to massively increase server instances as needed to apply more resources to an eDiscovery processing task
Fully Automated -- Eliminates the need for your ‘babysitting’ of processing jobs
Fault Tolerant -- Processing tasks are not ‘batch-centric’ and check-out/check-in procedures insure individual processing steps operate independently
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Security
Secure Processing Environment -- Lexbe On-Demand processing is powered by Amazon S3 servers to facilitate redundancy and the high security standards. All data is strong encrypted (256-bit) in-transit and in-place. All Data centers are US based, and provide SOC I and II reports published under SSAE 16 and ISAE 3402 professional standards and are ISO 27001 certified.
OnDemand eDiscovery Processing
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
Key Features○ Archive/Container Decompression
○ File Repair
○ Metadata extraction & fielding
○ MD5 hash code generation
○ System file identification & DeNIST
○ Email attachment extraction & parent email association
○ Native text extraction
○ OCR of image files
○ Full-text indexing
○ Bates stamping
○ PDF & TIFF creation
○ Placeholder creation
○ Native extracted, PDF and TIFF loadfile generation in multiple formats: XLSX (Lexbe), DAT/OPT (Case Logistix, Concordance, iPro Allegro, Ringtail, Kura Relativity) and DII (Summation), and quality control reports
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Quality Control Tools and Features
○ Programmatic batching of processing to individual servers (reduces human error)
○ Custom QC flag creation and filtering○ Integration with Excel for reporting and analysis○ Pivot table analysis and charting○ Ability to view all documents including parent containers (email and
attachments) together○ Ability to verify image quality○ Filtering and reporting by any captured or calculated fields including
failed to convert, words in document, placeholders, etc.○ Native files are extracted and provided for linked load and review○ Statistical sampling and reporting
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Benefits of eProcessing+
○ Access fastest on-demand processing available, anytime, anywhere to increase processing throughput
○ Increase responsiveness to changing business demands and deadlines while maintaining high quality
○ Grow capacity as demand increases without adding additional fixed hardware costs and support staff
○ Eliminate high overhead monitoring of processing jobs by using a fully automated system that notifies you when your jobs are done
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Benefits Cont’d.
○ Pay one low flat fee per GB ingested with no additional license, user, or startup fees
○ Improve the quality of search and analytics through comprehensive dual-index methodology
○ Integrate Processing, ECA, and review tasks into a single platform; eliminate time, risk, and cost associated with migrating data between different modules.
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
○ With a Dual-Index approach the search engine indexes both text extracted from Native files (email, attachments, spreadsheets, etc.) and imaged file OCR text (TIFF, JPG or PDF).
○ Most comprehensive approach minimizes potential for lost and unsearchable data, finds more privileged documents, and improves the accuracy and quality of culling.
Dual Indexing
Index MethodCaptures
Embedded Text
Captures Text Excluded From
PrintCaptures
Hidden Text
Imaged/OCR Yes No No
Native Extraction No Yes Yes
Dual Index Yes Yes Yes
Benefits of Dual Index Approach
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
ECA Integration
○ Track incoming ESI using pivot charts and visual graphs.
○ Conduct ECA on fully extracted documents to avoid culling key docs.
○ Export Early Case Analysis data directly to Excel
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Review Integration
Key Features
● Self-administration● Dual-index search● Exact & near-dup ID● Comprehensive doc review &
issue tagging functionality● Blended productions● Transcript management● Timelining, depo prep● Dispositive motion management● Trial document management
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Summary
● Processing is an essential element of discovery and the foundation of high quality reviews
● Traditional processing workflows can be expensive and inefficient
● Complement internal capacity with scalable and granular solutions
● You can increase capacity on a per/GB level with eProcessing+ and HighCapacity Processing+
● eProcessing+ integrates with ECA and review systems to save time and money
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015
OnDemand eDiscovery Processing
Thank YouContact Info
Gene Albert: [email protected](512) 686-3382
Stu Van Dusen: [email protected](512) 843-7672
Lexbe Sales: [email protected](800) 401-7809 x22
Webinar Questions: [email protected]
OnDemand eDiscovery Processing| eDiscovery Webinar Series | March 26, 2015