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Planning and Managing Large Document Reviews In-House for Small to Medium-Sized Law Firms

A boutique firm facing its first ESI intensive matter must have a plan for review at the outset or will inevitably be overwhelmed. There is no “playing catch-up” once data lands in your lap. From ensuring that an ESI order does not turn into a data dump, to coordinating staffing needs, attorneys need to have procedures in place, along with contingency plans, for managing in-house review. This webinar provides an overview of best practices to ensure that the eDiscovery portion of your case is a success. Agenda
  • Planning a Large Document Review
  • Determining Review Methodology
  • Staffing Considerations
  • Tracking and Reporting
  • Production Options and Timeline
  • Practical Tips and Take-Aways

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

A Lawyer’s Guide to eDiscovery Processing

Vast volumes of digital evidence continue to grow as more devices and digital channels of communication generate electronically stored information. The resulting growth of precise and objective probative evidence has dramatically impacted the legal landscape and requires that lawyers be equipped with the knowledge of how to handle these dynamic data sets in order to succeed in complex litigation. This educational webinar addresses the critical steps and best practices in eDiscovery processing so lawyers involved in complex litigation can be equipped to handle these cases in-house.

Key Points

  • Growth of Volume of ESI
  • Goals of eDiscovery Processing
  • Processing in Overall EDRM Workflow
  • Scalable Processing
  • ESI Processing Steps Overview
  • ESI Processing Steps Details
  • Pitfalls to Avoid
  • Practical Take Aways

About the Speaker

Christian Detrude is an eDiscovery Solutions Senior Director at Lexbe. He is ACEDs certified and highly proficient in all phases of the electronic discovery reference model (EDRM). He is an expert at equipping boutique law firms with the capabilities to handle complex cases in-house.

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Lexbe is the Killer App for Small to Medium Sized Firms, Recorded Demo

Customer Success Stories

A single attorney was recently able to load 2 Terabytes worth of data (millions of pages), perform a privilege review across the entire document set and export a production within 2 weeks, start to finish, in our platform. This solo-practitioner leverages the speed, accuracy, and efficiency of the Lexbe platform to compete against better funded and fully staffed opposing counsel.

Another customer, a medium sized firm, recently realized the power of the Lexbe Uber Index℠ when opposing counsel, an AMLAW 100 Firm, was unable to view mountains of evidence contained in the production they sent over. Opposing counsel’s eDiscovery index was simply not able to dig into the data the way the Uber Index does, giving our client a significant advantage over an imposing adversary.

Key Takeaways from the demo:

DIY– Attorneys choose Lexbe because of the flexibility we offer in self-administering eDiscovery 100% in-house. The DIY capability frees our clients from the delays and costs many of our competitors impose on carrying out various functions.

Free Upload– While our DIY model allows you to upload your own data without added cost, we also offer to upload your data for you as part of an annual plan. By allowing our experts to handle your standard upload at no additional charge your documents are loaded correctly and quickly using our full-speed servers. Moreover, out technical team will identify any deficient productions at that juncture, early in the eDiscovery process, and assist you in requesting the necessary repairs from opposing counsel.

Uber Index– Only Lexbe offers the Uber Index. A concatenated index which includes an OCR index of uploaded files, a text-based native extraction of all text characters, meta-data and translations into a single, searchable database.

Enhanced Search Features– Lexbe has built a number of search tools into the platform to help speed review. Combine saved search, filter results and deploy specialty tools to zero in on hot docs. For example, our Profanity Search Tool was built specifically to help firms engaged in employee or harassment disputes quickly find all instances where inappropriate language was used in a document or email across your entire data set.

Time Lining– Code facts and issues as part of review, keep notes and annotate documents as you go. Our robust time lining tool allows you to reports to see, at a glance, how evidence is building to support your case.

Speed– Lexbe offers a completely scalable solution, meaning that our servers respond with greater server speed when your caseload grows.

Cost– Our price structure offers straightforward, low cost per GB rates. We provide flexible pay-per-month plans or offer discounted rates with an annual plan. You will not find hidden fees- no user fees, per case charges or download costs.

Exploring FRCP Rule 37(e) and Avoiding Spoliation Sanctions

In a recent eDiscovery webinar, Avoiding Spoliation Sanctions in 2017 Under New FRCP Amendments, the Honorable Xavier Rodriguez spoke with Lexbe CEO, Gene Albert regarding the intricacies of Rule 37(e). Judge Rodriguez offered insight into how courts are interpreting Rule 37(e), and how the amendment has changed the landscape for attorneys with regard to data loss and sanctions.

Prior to the FRCP’s 2015 amendments to Rule 37(e) courts were inconsistent in how they imposed sanctions due to lost data. As a result, many attorneys, fearing consequences, opted for a “save it all” approach when a preservation letter landed in their laps. With the growth of data and the high cost of storage, the “save it all” approach became prohibitively expensive.

Given the expense of managing preservation combined with the inconsistent application of sanctions, the FRCP’s 2015 amendments to Rule 37(e) aimed to address the “excessive efforts and money” spent on preservation and also provide a framework in which to evaluate actual damages resulting from lost data.

In the webinar discussion, Judge Rodriguez explained that the FRCP advisory committee suggests that courts consider “proportionality” across the entire spectrum of Rule 37(e). The committee notes for the rule suggest that courts look at the parties’ technical sophistication, their resources, and the weight of the ESI to the claim or defense when considering the appropriate and proportionate remedy.

With proportionality in mind, Judge Rodriguez suggests that a court needs to ask three questions before determining whether there is cause for prejudice (see infographic).

In making this determination, a court will seek to determine how relevant the data loss is to the case and a proportional remedy to the party experiencing prejudice. Remedies could include requiring additional depositions at the spoliating party’s expense or the preclusion of evidence (preventing the spoliating party from entering evidence).

In the webinar, Judge Rodriguez emphasized that intent to deprive must be deliberate. Negligence, even gross negligence, does not necessarily meet the strict requirement of actual intent. If, however, intent is found, the court has three options from which to choose: (A) “presume that the lost information was unfavorable to the party;” (B) “instruct the jury that it may or must presume the information was unfavorable to the party;” or (C) “dismiss the action or enter a default judgment.”

For more information, watch the recorded webinar on-demand: Avoiding Spoliation Sanctions in 2017 Under New FRCP Amendments.

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