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eDiscovery Search Best Practices

As the size of document collections continue to explode, finding the evidence needle in the electronically stored information (ESI) haystack is more challenging than ever. Understanding the latest tools, indexing techniques, and features associated with eDiscovery search will allow you to conduct a highly effective review while still delivering your production on time. The webinar discusses best practices in advanced search methodology with a focus on practically applying these tools to ensure your data is fully indexed, completely searchable and enables you to quickly and accurately access the evidence you need.

Key Points

  • Understanding How eDiscovery Search Indexes Work
  • Multi-Index Approach to Prevent Missing Critical Case Data
  • Pros and Cons of Keyword Search
  • Constructing Quality Search Queries
  • Search Expanders and Search Limiters
  • Testing Keyword Search Results
  • Practice Tips

About the Speaker

Erin Derby is a Certified eDiscovery Specialist and member of the Technical Services team with Lexbe LC. She specializes in working with clients handling eDiscovery which are involved in the type of complex litigation that requires 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. She attended the College of William and Mary and earned her Paralegal Certification from Old Dominion University.

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A Litigator’s Guide to Mac eDiscovery

The Apple Mac OS for desktops and laptops and iOS for portable devices were once relegated to the sidelines in corporate America and overlooked or ignored in eDiscovery and litigation. This approach is no longer viable as electronically stored information (ESI) from Apple computers, iPhone and iPads is part of many document intensive cases today.

Most companies large and small support Apple computer usage by their employees and derived digital evidence is common. But that does not mean it is easy to collect, process, search, and review. In fact, it raises a host of complications that should be addressed.

Key Points

  • The growth of the MAC OS and iOS in modern business usage
  • Issues in collecting and processing from MAC computers and devices
  • Complications processing and reviewing email with Apple Mail
  • Ensuring searchability of MAC-based files for eDiscovery
  • Conducting document reviews using MAC computers for MAC-centric law firms

About the Speaker

Karsten Weber is CTO and Principal, Lexbe LC. Mr. Weber is an eDiscovery consultant and expert and leads the product development at Lexbe. He holds an MBA from the University of Texas and an M.S. Engineering, Danish Technical University.

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A Litigator’s Guide to ‘Going Native’

Native files refer to electronically stored information (ESI) stored in the format originally used, without conversion to TIFF, PDF or other paginated formats for review. Examples are Word, Excel, and Powerpoint, or email. Whether ESI should be produced and reviewed in native format can be a controversial issue in the e-Discovery arena and opinions of its appropriateness vary among experts. When done it raises complications for both the producing and reviewing parties that should be identified and addressed.

Key Points

  • Statutory and Case Law around Native Productions
  • Pros and Cons of Producing and Reviewing in Native format
  • Metadata, Privilege Review and Redaction Issues
  • Production Format Options
  • Importance of Properly Drafted ESI Agreement and Orders
  • Practical Take-Aways and Practice Tips

About the 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.

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Protecting Privilege in Document Intensive Cases

Preventing the inadvertent disclosure of privileged information in litigation is increasingly challenging. Fortunately, innovation in eDiscovery technology combined with process and workflow improvements can help you meet the challenge of protecting privilege.

Key Points

  • Increasing Risks with Protecting Privilege and Logging
  • Privilege Logging Requirements
  • Email Headaches
  • Causes of Inadvertent Privilege Release and Waiver
  • Optimized Workflow and Automatic Logging
  • NearDup Analysis to Catch All Versions
  • Categorical logging to the rescue?
  • Tips and Recommendations

About the 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.

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A Litigator’s Guide to Faster Document Review and Production

Increasing volumes of electronically stored information (ESI) in litigation have created the need for faster and more effective review procedures, software, and systems. Larger cases mean that ‘eyes on’ linear review of all documents just isn’t possible sometimes. Document-intensive matters require consideration and adoption of technology-enhanced approaches to leverage attorney and staff time in an efficient and effective process. Modern technology-enhanced review tools maximize attorney review time of key evidence, accelerate production timelines, and better control discovery costs.

Key Points

  • Increasingly Document-Intensive Cases and Linear Reviews
  • What are Technology Enhanced Reviews?
  • When Should Technology Enhanced Reviews be Considered?
  • Modern High-Speed Keyword Search
  • Grouping Similar Documents for Grouped Review
  • Uses and Applications of Predictive Coding

About the Speaker

Stu Van Dusen is an eDiscovery solutions consultant with Lexbe, and a frequent speaker and writer on litigation technology. He has his MS Technology Commercialization from UT Austin, and his BS in Business Administration & Management from Trinity University.

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