Limited Resources. Michael Condé National Litigation Support Manager Borden Ladner Gervais LLP
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1 Unlimited Litigation Support on Presented by: Limited Resources Michael Condé National Litigation Support Manager Borden Ladner Gervais LLP Ceyda Tocsoy Manager, Litigation Support & Technology Torys LLP
2 A Brief History Litigation Support B.C. (Before Computers) Demand Driven Application evolution Firm technology evolution Learning from Experience - The Visionary Understand what others are doing globally The Great Equalizer and the Leveling Playing Field
3 Strategies & Process Keep it simple Identify your needs & wants Speak to your peers Start small & build Build a team Hire Paralegals w/ technical knowledge IT/IS professionals w/ legal process knowledge Reallocate resources Invest in knowledgeable staff (train, compensate..)
4 Strategies & Process Understand your resources Clearly identified processes Capability and potential of staff Jack/Jill of all trades Creation of internal committee to see big picture Little help from your peers User groups (application specific) Peer groups (topic specific) Market your capabilities
5 Strategies & Process Acquire the necessary tools Applications to suit goals (e-discovery, scanning, etc.) Equipment needs (scanners, laptops, etc.) Storage needs Space required for larger cases Vendor relations Litigation support consultants
6 Strategies & Process Standards for consistency Checklists E-Discovery Scanning and Coding Unitization Litigation Hold Letter Meet & Confer Protocol Electronic Format & Exchange Protocol
7 Strategies & Process EDRM (Electronic Discovery Reference Model) Become familiar with it
8 Strategies & Process Digitize the paper & process the data Scan & code for quicker search results Process data for identifying responsive documents Initial culling stage Streamlines the review process In-house v Outsource Know your limits Identify difficulty levels Evaluate time sensitive projects
9 Strategies & Process Manage as a project The application of knowledge, skills, tools and techniques to project activities in order to deliver the project on time, within budget, and according to desired specifications Consistency, Consistency, Consistency
10 Strategies & Process Establish internal process Litigation support work intake form & tracking Identifies file/docket, work, deadline, fields, requirements Task list & description Provides internal education re billing Description as clients see it on the bill Lowers write-offs Price list Yearly comparison/evaluation Educate
11 Discovery Unplugged Adobe Concordance CaseMap CT Summation Excel/Access Custom Applications Others
12 ILTA 2008 Technology Survey
13 ILTA 2008 Technology Survey
14 DIY ediscovery escan-it LAW 5.0 Pre-Discovery indata InVentory Wave Trident Discover-e dtsearch Others
15 ILTA 2008 Technology Survey
16 Hosted Solutions ASP*-It Rent It Share It Review It Produce It Unplug It * Application Service Provider
17 Toolbox of Utilities Document Scanning Compatible scanners Formatting scanned documents Electronic document numbering Identifying document breaks OCR / full-text extract ALS application File/Image Handling Trial Prep/Presentation Application
18 The Budget Toolkit Scanning LAW ipro escan-it Litigation Support Application Concordance / CT Summation File/Image Handling iconvert Word Pad / Note Pad TIFF /PDF Converters Ultra Edit
19 The Budget Toolkit Trial Presentation Applications Trial Director Sanction E-discovery Law 5.0 Discover-e
20 The Barebones Toolkit Scanning escan-it Litigation Support Application Concordance / CT Summation File/Image Handling Word Pad / Note Pad TIFF /PDF Converters Trial Presentation Application PowerPoint
21 Cost Recovery Benefits of cost recovery Salaries, equipment, applications Maintenance costs Billing for time consistently on each project Maximizing cost recovery Internal education regarding services provided Less write-offs if charges are understood Understanding that out-sourced gets paid why not in-house services
22 Cost Recovery Hourly Charges vs. Unit Charges (Task Oriented) Disbursements v Fees (consulting) Hourly rates Data Management / Project Management Consistent across positions Unit Charges Scanning OCR e-discovery
23 Task Description & Price List (example) Task Description Price Unitizing Removing document binding; identifying document parent / attachment relationships Scanning Scanning documents; checking each page for accuracy / pg Coding (Basic) (Includes: doctype, description, docdate, author, recipient, etc.) Additional Coded Fields Inputting searchable descriptive information regarding each scanned document, in specific database fields Inputting additional searchable descriptive information regarding each scanned document, in specific database fields $0.00 / doc / field OCR Data/Project Management Creating electronically searchable text files of scanned documents Creation of databases; performing data revisions and image redactions; quality control; global replaces; importing/exporting scanned documents, etc. / pg /hr
24 THANK YOU!!
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