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A Boutique Lawyer’s Guide To Mastering The Document Intensive Case

A Boutique Lawyer’s Guide to Mastering the Document Intensive Case

Leveraging eDiscovery Technology to Handle Complex Cases with Limited Resources

Increasingly lawyers are taking advantage of technology to practice in specialized boutique and smaller firm environments. But the rapidly growing size of collections of electronically stored information (ESI) presents an increasingly difficult challenge: How to effectively manage these resource-hungry cases without large firm support? What happens when the firm takes on a document-intensive case that its current review and production methods can’t handle? This educational webinar addresses how a boutique firm can effectively manage large cases, meet its deadlines, and avoid being outgunned by larger firms with greater staff and resources. Agenda
  • Growth of Boutique Law Firm
  • Challenges for Boutique Firms Handling Large & Complex Cases
  • Technology and Staffing to Support a Boutique Firm Practice
  • eDiscovery/Document Management Software by Case Stage
  • Document Review/Production Options in Large Cases
  • Case Study
  • Checklist for Managing Document Intensive Cases
Speaker Gene Albert is the CEO of Lexbe, and a frequent speaker and writer on litigation technology and eDiscovery topics.  He is on the Planning Committee of the Texas State Bar eDiscovery Program. Gene has his JD from Southern Methodist University and his MBA from the University of Texas at Austin.

Managing Non-Email Communications in eDiscovery

Increasingly, non-email communications make up critical evidence in modern litigation. Text messaging and social media are used regularly by case participants and witnesses in addition to traditional email. Companies are supporting instant messaging and other collaborative applications in addition to email for internal communications. Failure to collect, request, and review this evidence can negatively impact case outcomes, particularly if an opponent is effectively using this evidence. Learn best practices to master all evidentiary communications, no matter the form or latest technology.

Agenda:

  • Growth in non-email messaging
  • Problems in collecting, processing, reviewing, producing, and using non-email communications
  • Integrating non-email communications into eDiscovery workflows
  • ESI data mapping of non-email communications
  • Raw data normalization and review PDF creation
  • Post-processing review functions
  • Production, depo, and trial prep
  • Checklist for effective use

Speaker Info

Gene Albert is the CEO of Lexbe, and a frequent speaker and writer on litigation technology and eDiscovery topics. He is on the Planning Committee of the Texas State Bar eDiscovery Program. Gene has his JD from Southern Methodist University and his MBA from the University of Texas at Austin

Finding Holes in Productions

As document productions have ballooned in size, determining if a production is adequate has become increasingly difficult. The days of judges and magistrates turning a blind eye to bad discovery are over. So plaintiffs and defendants increasingly need to know if productions are adequate and defensible or instead are riddled with obvious data holes. Modern eDiscovery software analytics can help. Production metadata and other reporting statistics can be mined and diced and sliced to show the consistency of produced documents over time, by email source and file type, from source and by key case issue. These top-level reports often quickly and accurately show if discovery is defensible or riddled with holes. This important early case analysis can make or break a case for plaintiff or defendant.

Agenda:

Receiving Party’s Complaints About Productions Increased Scrutiny of Productions Causes for Inadvertent Exclusion of Material Areas for Examination Bates Gaps Maintaining Metadata Leveraging Metadata to Analyze Production Custodian Mapping Analyzing Reports

Speaker Info

Karsten Weber is CTO of Lexbe, and a frequent speaker and writer on litigation technology, document management and eDiscovery topics. He has his MS in Engineering from the Danish Technical Institute and his MBA from the University of Texas at Austin.

Best Practices to Avoid Missing Key Evidence in Large Document Reviews

Nothing can be more disastrous than showing up at a depo to find that your team missed a key piece of evidence in document review, but your opposition found it. Missing that “smoking gun” admission, or allowing critical privileged information to slip through into a production can be avoided, but only if your search tools are fully functioning. Many attorneys assume that all eDiscovery processing approaches, search tools and techniques are basically the same, but nothing could be further from the truth. In this webinar learn crucial search functions and critical indexing differentiators that will protect you from inadvertently missing important evidence during eDiscovery.

Agenda:

Overview of Modern Search and eDiscovery Indexing Technologies Basic and Advanced Search Options in Use Today Search Indexing ‘Gotchas’ Pitfalls of Relying Solely on Image-Based OCR Indexing Why Native Extraction Alone is Ineffective Complexities of Working with Foreign Language & Translated Text Optimal Search with a Concatenated Indexing Approach Takeaways

Speaker Info

Erin Derby is a Certified eDiscovery Specialist (ACEDS)andeDiscovery Manager at Lexbe. She specializes in working with clients handling eDiscovery in complex litigation and provides a high level of precision and expertise. She provides guidance for technical discovery issues and procedures and ensures compliance with all court-ordered ESI guidelines. Prior to joining Lexbe, Ms. Derby was a Litigation Paralegal for 10 years for both plaintiff and defense law firms

How to Solve the Challenges of Reviewing Large Email Sets

With hundreds of billions of emails exchanging hands daily, each with its own unique metadata, container folder and possible attachments to examine, special consideration must be given to email at every stage of eDiscovery. Litigators and paralegals must effectively review ESI (Electronically Stored Information) during production, and great care must be taken to avoid producing confidential information. This webinar offers practical steps for moving email through the eDiscovery process while uncovering key evidence and ensuring that privileged information is not inadvertently leaked.

Agenda

  • Managing increasing email volumes
  • What ‘delete’ really means
  • Best practices for displaying and reviewing attachments
  • Deciphering email headers
  • Detecting ‘spoofing’
  • Using culling and deduplication to eliminate unnecessary email
  • Methods to ensure full searchability of email
  • Understanding email time zones

Speaker Info

Karsten Weber is CTO of Lexbe, and a frequent speaker and writer on litigation technology, document management and eDiscovery topics. He has his MS in Engineering from the Danish Technical Institute and his MBA from the University of Texas at Austin.

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