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Mastering the Document Intensive Case: A Blueprint for the Boutique Firm

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 Firms
  • 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

eDiscovery Essentials for the Plaintiff Lawyer

Proven techniques to obtain the evidence needed to successfully build your case

Plaintiffs face unique challenges when conducting discovery. A central difference is asynchronous data; plaintiffs must focus on accessing often complex document collections in the hands of defendants and third parties. More data to review and more complicated data types increasingly can overwhelm how attorneys traditionally have requested and reviewed productions and marshaled evidence. Plaintiff lawyers, particularly if operating on a contingency basis, must carefully budget their time investment and client expenditures, while continually evaluating the case potential. Exploding electronically stored information (ESI) collection sizes and document types in modern litigation makes this a difficult balancing act. Litigators must thoughtfully plan their document requests, create reasonable agreements with opposing counsel and aggressively advocate for their eDiscovery rights. This webinar will address the primary issues and best practices on how to effectively address them. Agenda
  • Why is eDiscovery different for plaintiffs?
  • Specific plaintiff concerns
  • Planning for success with custodian identification, data mapping, early case assessment
  • Marshaling your evidence with proper collection, processing & search
  • Handling holes in productions, data dumps, hot docs, fast motion responses
  • From ESI to evidence, facts and proof
  • Top takeaways

Best Practices to Avoid Missing Key Evidence in Large Document Reviews

How Indexing and Search can Make or Break Your Case.

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. 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

The Seven Deadly Sins of Email

As well as 10 Heavenly Steps to Stay Out of Email Hell

Email communications continue to play a big role in eDiscovery and have contained critical evidence in support of malpractice claims. Join us for this informative session where you’ll learn the seven deadly sins of email as well as best practices to help you avoid malpractice claims. You’ll also learn how to use the seven deadly sins of email in discovery to help you identify evidence in document review. By attending this session, you’ll take away:
  1. Email communications that cause misunderstanding, exacerbate an issue or implicate the sender in a claim;
  2. Real world examples; actual claims cases and disputes;
  3. The tools to edit these cited emails, identifying inappropriate text and discussing alternative language or alternative methods of communication;
  4. Best practices for writing well-drafted emails that are clear, concise and actionable; and
  5. Litmus test questions to evaluate emails before sending, and to assess the need to send or further revise an email message with additional recommended preemptive actions.

Demystifying TAR for the Boutique Firm

Judges are increasingly recommending the use of Predictive Coding. Here’s what you need to know.

Complex litigation can yield hundreds of thousands, even millions, of electronically stored documents needing review. The monster task of reviewing this ESI can be prohibitive, especially for a boutique firm with limited resources. Technology Assisted Review (TAR) can be the solution, potentially slashing review time and saving money. Empirical studies show that TAR, also called Predictive Coding, can outperform linear review in accuracy and efficiency. Still, there is a reluctance to adopt this practice as the “black box” technology offers little in the way of transparency, and thus defensibility. During this session you’ll learn when and how to use TAR to bolster your in-house review capacity while reducing eDiscovery costs. Agenda
  • What is Technology Assisted Review (TAR)?
  • Why use TAR/Predictive Coding?
  • How does TAR/Predictive Coding work?
  • Importance of Transparency in TAR Applications
  • Parameters for TAR in an ESI Order or Stipulation

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