Case Organization, Analysis & Presentation in the Age of eDiscovery A LexisNexis Webinar for Lawyers

June 2015

Introductions

Lauren Berry Litigation Account Manager

Mid Size Law Firm Market

Southeast

Host

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

Market Opportunity with David Cowen

Drivers of Change

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

Applying the Market Opportunity

TOP FIVE SKILLS/COMPETENCIES

Applying the Market Opportunity

The EDRM

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