eDiscovery Buyer's Guide https://ediscoverybuyersguide.com 2019 eDiscovery Buyer's Guide Fri, 06 Sep 2019 19:49:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.2 Hear Why It’s Important That You Know About eDiscovery from The Law Entrepreneur Podcast (Ep. 163) https://ediscoverybuyersguide.com/hear-why-its-important-that-you-know-about-ediscovery-from-the-law-entrepreneur-podcast-ep-163/ Fri, 06 Sep 2019 19:49:10 +0000 https://ediscoverybuyersguide.com/?p=1269 Why does eDiscovery matter? And why should you pay attention to the eDiscovery Buyers Guide?

All these questions (and more!) are answered when authors Brett Burney and Chelsey Lambert talk with Neil Tyra on episode 163 of his Law Entrepreneur podcast.

You can listen right from your browser, or open your favorite podcast app and add The Law Entrepreneur podcast to your “must listen” list.

It’s HERE! Download your FREE copy of the eDiscovery Buyers Guide today! https://ediscoverybuyersguide.com/its-here-download-your-free-copy-of-the-ediscovery-buyers-guide-today/ Thu, 29 Aug 2019 13:30:57 +0000 https://ediscoverybuyersguide.com/?p=1257 Last year’s eDiscovery Buyers Guide had a profound impact on the practice of hundreds and hundreds of attorneys – for the first time they had access to a functional guide to help make sense of the myriad choices of eDiscovery tools and services on the market. Lawyers in small and mid-size firms finally had a practical resource to help them overcome their eDiscovery challenges.

We had two primary goals in creating the first eDiscovery Buyers Guide:

  1. First, we wanted to provide a literal “Buyers Guide” so that lawyers could avoid the manual and inefficient processes that typically plague litigation matters today.
  2. Second, you could refer to the eDiscovery Buyers Guide to learn about products that might be helpful to your clients, or gain a better idea of the products being used by opposing counsel.

One significant piece of feedback we received was how grateful you were for the comprehensive written reviews, but they provided only a limited perspective. So this year we’ve added short video reviews of each product so you can see what the tools look like and get an idea of how they work. You’ll also get a snapshot of “recent developments and updates” from each tool.

We’ve designed this 2019 eDiscovery Buyers Guide to be your indispensable companion for choosing and implementing the necessary tools you need for your eDiscovery tasks and litigation technologies.

Let us know if you have any questions and thanks for reading!

Brett Burney and Chelsey Lambert

LexisNexis CaseMap – TRUSTED CASE ANALYSIS SOFTWARE THAT ORGANIZES EVIDENCE AND LINKS ALL THE INFORMATION INVOLVED IN YOUR LITIGATION MATTER https://ediscoverybuyersguide.com/lexisnexis-casemap-review/ Mon, 22 Oct 2018 15:50:35 +0000 http://ediscoverybg.wpengine.com/?p=1211 One of the first things you do when you take on a litigation matter is to start writing down the people, places, and things involved in the matter. Next you might start reconstructing the events leading up to litigation on a whiteboard or legal pad. Then you have to keep track of what documents support each fact involved in the matter. How do you keep all these information silos organized and connected together?

That’s why CaseMap has been so popular and respected for decades. Purchased by LexisNexis in 2006, CaseMap has continued to flourish as one of the most powerful case analysis tools for litigators because it elegantly weaves together all of the critical fragments of information involved in a litigation matter. CaseMap version 13 was released in October 2017.

For those that have used CaseMap in the past, you’ll be pleased to know that the software has kept all of its principal features and capabilities. The biggest difference after the LexisNexis acquisition has been the direct linking from CaseMap into the Lexis Advance system for citations, background checks, research, and more.

In addition, any link from CaseMap into Lexis Advance is automatically kept updated via the Shepard’s® Citation Service – this is no small trivial feature, as you can now see within a glance any references that you might need to update.

CaseMap has continued to flourish as one of the most powerful case analysis tools for litigators because it elegantly weaves together all of the critical fragments of information involved in a litigation matter.


Cast of Characters
Many litigators declare that they’re not comfortable using CaseMap because they don’t know all the information about the matter yet, or the facts or issues involved, so they don’t know how to begin. But all you have to do first in CaseMap is start recording the information that you already know such as the people involved in the matter (what CaseMap calls the “Cast of Characters“). You can start by entering in the information about your client. Were they hit by a car? Enter the name of the other driver. Was your client terminated from employment? Enter the name of their supervisor or manager.

In other words, you don’t have to know everything about your matter before you can effectively use CaseMap – just start simply by adding the pieces of information that you already know. As you start to learn more about your matter you can record the information and the great news is that you start linking facts and issues to the list of people that you’ve already entered into CaseMap.

And again, because CaseMap is backed by the power of Lexis® Advance, you can run searches on the individuals through public records, litigation profiles, and much more. Those links take you directly to the relevant Lexis Advance content and not just to the main front page of the research service.


Facts & Issues
Next, start populating the “Facts” table in CaseMap with events. Don’t make the mistake of thinking that “facts” are only for substantive issues that you would use to support your legal arguments. While the Facts table certainly does hold those type of facts, you should add any kind of event that will be helpful in retelling the story about everything leading up to the litigation.

For example, if there was a vehicle accident, you can start by recording the day that the accident happened. And since you already have a table of the “cast of characters,” you can link each fact directly to the individual involved. When you record the date of the accident and you type the name of your client, CaseMap will automatically link that fact with your client’s name.

If this were an employment discrimination matter, start by recording the day the employee was terminated, or maybe the day that your client suspected their supervisors were plotting against them. When you record an event, just be sure you select the names of the individuals that you’ve already entered into CaseMap.

If you were to stop using CaseMap right there, you already have a powerful tool that allows you to filter down to ONLY the facts that involve a single individual. Within a couple of clicks, you can immediately view only the facts that involve your client, or their supervisor, which is extremely helpful for reviewing the past story.

But CaseMap doesn’t stop there – you can also add “Issues” to CaseMap so that you can associate specific facts with specific issues. This lets you quickly filter down to a set of facts that you’ve determined are related to a specific issue.

CaseMap lets you sort all of your Facts in a chronological linear list, but you can now also select the “Fact Cards” view which presents your Facts as if they were written on a bunch of notecards on your desk in front of you, or on a whiteboard. The Fact Cards view offers a quick method for seeing which Facts that you’ve “evaluated” as either being “heavily for us” or “negative” to your matter.

…all you have to do first in CaseMap is start recording the information that you already know such as the people involved in the matter (what CaseMap calls the “Cast of Characters”).


Since many of your “Facts” will presumably be culled from emails, documents, and other files that you read through, CaseMap lets you pull them directly into the software so they can also be linked to your Facts and Issues.

For example, if there was a critical email from your client’s former supervisor where they hinted at a potential termination, you can pull that email into CaseMap (usually as a PDF) and link it to a Fact. Now when you view that Fact, you can click the paperclip button to open the email and read direct from the source.

While CaseMap is not designed to be a full document review platform, it can certainly work for a small batch of documents collected from your client for evidentiary purposes. In the Documents table in CaseMap, you can jot notes or thoughts you have about the files and whether they’re relevant to your matter or not.

CaseMap recommends converting most files to PDF before loading them into the system. CaseMap can handle many file types, but PDFs work best to ensure documents can be opened quickly and accurately.

In addition, CaseMap can link directly inside a PDF file to a specific paragraph or section of text. This can be extremely helpful if you have a large PDF containing several medical records but you only want to link to a specific page in the PDF.


Having all of this information and capabilities inside CaseMap is certainly helpful, but you need to the ability to create reports and export information when you’re going to meet a client or attend a hearing. CaseMap has you covered.

You can generate straightforward reports from CaseMap such as all of your Facts by Issues, or all the people involved in the matter. But CaseMap goes further to offer an extremely customizable “ReportBooks” option where you can pick and choose what you’d like to see included in the final report.

CaseMap lets you sort all of your Facts in a chronological list, but you can now also select the “Fact Cards” view which presents your Facts as if they were written on a bunch of notecards on your desk in front of you, or on a whiteboard.

All of the reports are typically generated as PDF files, although you can elect to have an HTML file or Microsoft Word document. The best part is that the PDF reports keep all of you links intact. If you choose to include documents in the report, they will be part of the PDF and CaseMap will generate a link inside the PDF.

Who Is LexisNexis CaseMap?
The original CaseMap was developed in 1998 as a relational database system for law offices to better organize information related to litigation matters. The parent company, CaseSoft, was acquired by LexisNexis in 2006 who continues to develop this significant software.


Why You Should Consider LexisNexis CaseMap…

  • Can instantly send a selected group of Facts from CaseMap into TimeMap to create a visually stunning timeline.
  • All components of CaseMap can be linked directly into Lexis Advance services for background checks, public records access, legal research, Shepard’s Citations, and more.
  • CaseMap Document Manager provides a location to save and organize relevant documents, as well as annotate and redact sections.
  • Multiple options for generating reports of information, including a “Summary Judgment” wizard, a Privilege Log option, and customizable “ReportBooks.”


Try Out Lexis® CaseMap For Yourself!
You can learn more about CaseMap by visiting this page!

iTrial – SLEEK AND NIMBLE PRESENTATION APP FOR YOUR IPAD ALLOWING YOU TO CALLOUT, HIGHLIGHT, AND ANNOTATE ALL OF YOUR DOCUMENTS, IMAGES, AND MORE https://ediscoverybuyersguide.com/itrial-review/ Wed, 10 Oct 2018 18:47:37 +0000 http://ediscoverybg.wpengine.com/?p=1161 If you’re not incorporating an iPad into your law practice today, you are behind the times. An iPad with the right apps is an extremely valuable tool that can empower your practice to be more efficient and streamlined.

For example, the iPad can be your digital manila folder – instead of printing out your documents that are ALREADY in digital form, you can copy them over to your iPad and access them whenever you need them. Your iPad is also an effective legal research tool, and it helps you stay on top of client email and communications.

But one of the primary areas where an iPad excels in a law practice is for giving presentations. You can certainly use your iPad to present a typical “linear” slide presentation using Apple’s Keynote or Microsoft PowerPoint, there are several apps that give you the ability to dynamically zoom into a document or image and create annotations on the fly. One of these apps is iTrial from ExhibitView Solutions.


Trial Presentation and More
The primary focus of the iTrial app is to allow you to easily show an image or PDF and then use your finger (or stylus) to create a “call-out” on the document, highlight some text, or freehand draw a circle around a section on the page. And while iTrial does not offer all the bells and whistles you will find in other similar apps, iTrial equips you with a simple, solid, effective, and easy-to-navigate app that accommodates the vast majority of your trial presentation needs (and more!).

There are several apps that give you the ability to dynamically zoom into a document or image and create annotations on the fly. One of these apps is iTrial from ExhibitView Solutions.

In addition, when you purchase iTrial, you receive a free copy of PDF+ from ExhibitView Solutions, which is an $89 value. The PDF+ software can be installed on your Windows PC where you can apply exhibit stickers, bar codes, Bates numbering, and more to your PDF files before you copy them over to the iTrial app.

The essence of iTrial is for trial presentation, although it has been used in a variety of scenarios – really any place where you have a need to direct your audience’s attention to a particular paragraph or section of a document. For example, lawyers use such apps in depositions where they connect their iPad to a monitor and can show exhibits on a screen and precisely focus the attention of everyone in attendance.



Presenting Your Documents
The iTrial app allows you to download files from a variety of sources including cloud-based storage services such as Dropbox, Box, and Google Drive, as well as access the iCloud Drive. You can also connect your iPad to your computer and use the free iTunes software to copy over a variety of files from your computer which works well when you have large audio or video files that you want to show in iTrial.

Once you create a new case in iTrial, and download the files for your case, you can simply tap on a file in the list to bring it up on the screen in front of you. Once you select a file, the file list automatically closes so you can see the document/image in a full-screen setting. You can bring up the file list again by tapping the little “hamburger” icon in the upper left corner. When you open the file list again, the last item that you selected and viewed will be highlighted in a light blue color so you can quickly locate it.

You can also bring up two files side-by-side by simple tapping either the left or right side prior to selecting a file. When you activate the left or right side, you will immediately see it highlighted in a blue glowing border. The selected file will then appear in that side, and you can select another file to appear in the opposite side.

Most folks will use iTrial with their iPad in landscape mode, but the app works just fine in portrait mode as well. You can rotate the iPad to be most helpful for your needs.

Whenever you need to completely clear the screen, simply tap the “Clear Screen” button in the upper right corner. This will remove whatever document(s) you’re viewing and present a blank screen ready for the next file.

When you purchase iTrial, you receive a free copy of PDF+ from ExhibitView Solutions (an $89 value). The PDF+ software can be installed on your Windows PC where you can apply exhibit stickers, bar codes, Bates numbering, and more to your PDF files.


Annotations and Highlights
Once you have a file in front of you, a row of buttons at the top of the screen gives you access to the different annotations available in iTrial.

The first button is a magnifying glass with a plus sign in the middle – this is the “Callout Zoom” feature and will become one of your primary tools when using iTrial. After tapping the Callout Zoom button, you can use your finger to draw a square or rectangle around the section of a document or image that you want to enlarge. You can drag the callout around on the screen and then simply double tap to dismiss the callout.

Unfortunately, you can only have one callout for a document at a time, and if you attempt to create another callout it will simply replace the first callout. If you need to compare two areas of a document, the best thing is to bring up the same document in the side-by-side view and then use the pinch-to-zoom function native to the iPad to pinpoint the sections you want to compare.

Next the Highlight tool allows you to draw a colored transparent box over a section of a document. If you tap and hold on the button you can select from a variety of colors.

The next two buttons are the “Straight Pen Tool” and the “Freehand Pen Tool.” Both of these allow you to draw either a straight line or a freehand scribble respectively. Many people use the Freehand Pen Tool to circle a section of text or draw an arrow. For both of these tools, you can tap and hold on the button at the top to change the color and the thickness of the lines.

Helpfully, there are “Undo” and “Redo” buttons so you can quickly correct any mistakes in highlighting or drawing lines.

iTrial also features a virtual laser pointer that you can use on the screen. There’s also a print option should you have the need to print out a file.

One of the more helpful tools is the “Screenshot/Snapshot” button which looks like a little camera. If you have an annotated document or perhaps allowed a witness to draw on an exhibit, you can simply tap the “Screenshot/Snapshot” button to capture the markups. The screenshot is saved as a JPEG image inside your file listing for the case. The screenshot is also saved into your iPad’s photo library where you can easily email or share the image.

Another helpful feature is the ability to create “Whiteboards” in your case which are basically blank white screens where you can use the annotation tools to draw simple diagrams. You can have multiple whiteboards in a case and pull them up whenever you need them.

iTrial also features a virtual laser pointer that you can use on the screen. There’s also a print option should you have the need to print out a file.

You can also add a “Note” to your case which provides a simplified text editor. This is useful for quickly jotting down some thoughts or ideas.


Connecting to a Projector or TV
The “Projector” button in the upper right corner usually displays the word “OFF” – even when you connect your iPad to a projector, the button will still display “OFF” until you tap it to actually project your screen to the external projector or widescreen TV. Once you tap that button to “ON” your audience (judge, jury, conference room, etc.) will see the file you’re displaying on a black background. Your audience does not see your file listing or the annotation buttons.


Who Is ExhibitView Solutions?
ExhibitView Solutions LLC is made up of long-time legal professionals, IT professionals, and technology experts. As a “media consultant” for trial litigators, Bill Roach dreamed of creating a presentation software package that any lawyer could use to easily show relevant files and media in a courtroom setting, which lead to iTrial.


Why You Should Consider iTrial from ExhibitView Solutions…

  • Imported files can easily be renamed and organized into folders for each case.
  • A dynamic search bar at the top of your file listing allows you to quickly search the filenames of your exhibits and documents.
  • Files and exhibits can be marked as “Admitted” that places a red circle with an “A” in the center next to the file for quick reference.
  • You can export an index of all the exhibits/assets in your case to be printed, emailed, or simply saved as a PDF.


Try Out iTrial for Yourself!
You can visit the ExhibitView website for more information on their products including iTrial.

GoldFynch – ACCESSIBLE AND STRAIGHTFORWARD CLOUD-BASED DOCUMENT REVIEW PLATFORM WITH AN EXTRAORDINARY PRICING STRUCTURE FOR SMALL AND MID-SIZE FIRMS https://ediscoverybuyersguide.com/goldfynch-review/ Tue, 02 Oct 2018 18:56:49 +0000 http://ediscoverybg.wpengine.com/?p=1141 GoldFynch may well be one of the most intuitive and affordable options when it comes to cloud-based document review platforms. Compared to others, GoldFynch does not offer a plethora of advanced and intricate features, but since the vast majority of litigators don’t need predictive coding or text analytics, GoldFynch is an optimal choice. Most lawyers just need an easy to use, affordable, and capable alternative to reviewing emails inside their own Microsoft Outlook software … and GoldFynch could be exactly what they need.

A relative newcomer to the eDiscovery market, GoldFynch has uniquely positioned themselves to take advantage of the most modern and cutting-edge technology available for today’s web browsers, and they have effectively leveraged the capabilities of the collective cloud. The lower pricing in no way indicates lower quality, it just means that GoldFynch can pass on the savings to you and your clients.

GoldFynch may well be one of the most intuitive and affordable options when it comes to cloud-based document review platforms.


Uploading & Processing
Once you’ve created a case in GoldFynch, you are presented with a no-frills dashboard containing action buttons on the left side.

The first button you need to click is “Files” that allows you to upload data into GoldFynch. Thankfully the entire process is a simple drag and drop function, so if your client has sent you a PST file or a collection of PDF files, you can simply open your web browser and drag those files over.

There’s only a minimal amount of processing performed on your data, so after you upload data you may need to go through and delete any extraneous files that don’t contain data, such as Windows system files. This is easy to do in the post-upload screen.

Brilliantly, GoldFynch keeps the folder structure intact for any PST files that you upload so you can see exactly how messages were being stored by your client or custodian.


Search & Review
The next step for most users is to click the “Search” button which takes you to a nice, clean interface with a search box at top. You can start typing search terms to search the content of your files, or you can search in specific metadata fields such as the To or From fields of email messages.

As you start typing search queries in the large search box at the top, you’ll immediately start seeing results appear similar to what you see when you start a search in Google. If you click on a document from here, it will open in your web browser and all of your search terms will be highlighted in the document.

GoldFynch has uniquely positioned themselves to take advantage of the most modern and cutting-edge technology available for today’s web browsers, and they have effectively leveraged the capabilities of the collective cloud.

In the far right of the search box, your search terms get saved as little colored buttons. When you add additional search terms, they’ll get added to the right side as well, providing you at a glance with the parameters of your current search. Because of this unique feature, you can quickly perform a “search within a search” by simply adding additional keywords and keep track of the current search by glancing at those buttons. If you need to delete a search term, just click the tiny “X” on the button.

If you are searching within a specific folder of documents, you’ll see that folder appear as an extra button in the far right of the search box as well, with a different color. This is extremely helpful to ensure you’re searching in the correct area.

GoldFynch has discovered that 80% of the searches performed in their platform are done through the simple search box at the top, but they also offer an Advanced Search option for users when they want to go a bit deeper into their data. The Advanced Search component allows you to build complex search queries with multiple search parameters.

The Advanced Search view is nice and colorful and allows you to drag around your different query structures to ensure you are creating the exact search strings that you need.



Viewing Documents
For all of the electronic files you upload to Goldfinch, the platform will create a PDF rendering of those files and extract out any locations, dates, people’s names, and more, which are revealed on the right side. You can click on any piece of this information to reveal it in your document. If your documents are not searchable, GoldFynch will perform OCR and extract out the information.

The document viewer for email messages shows you what folder the message came from so you can see it in context. In addition, GoldFynch will show you the attachments to messages and they have promised that email threading will be arriving some time in 2018.

GoldFynch allows you to tag your documents in a free-form manner, similar to the way you may add a hashtag on Twitter. You are free to use whatever nomenclature that will be helpful for you to track which documents are relevant, confidential, hot/important, or completely irrelevant for your matter.

You can also bulk-tag files when you perform searches, so that you can quickly mark a group of files as irrelevant.

If you’re a smaller firm that has been using Microsoft Outlook to review PST files collected from clients, or a PDF viewer to open each TIFF image from a production set, you would be well-served to give GoldFynch a try to see how it can vastly improve your workflow.


Exports & Production
When you’re ready to produce documents, you simply click the Production button on the left panel to start the production wizard. You first find the set of documents you plan to produce, and then you’ll walk through the steps to create a production set that can be shared right from within the system, or downloaded to be sent by other means.


There’s one area where you can apply the word “disruptive” to GoldFynch – their pricing.

GoldFynch’s pricing is per case, so this may not be the best option if you plan to load multiple cases. But it’s perfect if you only have 2 to 5 cases per year and you need an easy way to pass on the costs of the service to your client.

If the total amount of data that you upload for a single case is less than 512 MB, your use of GoldFynch is completely free for that one case. Now the caveat is that the case size is based on “uncompressed” file volume after uploading your data to the GoldFynch servers, which can sometimes be a little larger than the PST that your client sent you. In other words, a single PST routinely expands out to a larger size when it goes through the processing stage.

Up to 1 GB of data, your case in GoldFynch only costs you $10 per month. Up to 3 GB of data, your case will only cost you $25 per month. GoldFynch offers a fantastic pricing slider on their website so you can see exactly what you should expect to pay each month. For example, if you have up to 5 GB of data in your case, you will only pay $35 per month.

Even better, if you are done with your case, or your client stops paying you for your hard work, you can simply download the data from GoldFynch and delete the case (although you won’t be able to keep your tags).

This unique and accommodating pricing structure is absolutely fantastic for mid-size and smaller firms that perhaps have never used an eDiscovery platform before, but need something to use that is quick and affordable so they can get up and running. There’s very little risk in trying out GoldFynch for free.


If you’re a smaller firm that has been using Microsoft Outlook to review PST files collected from clients, or a PDF viewer to open each TIFF image from a production set, you would be well-served to give GoldFynch a try to see how it can vastly improve your workflow.


Who Is GoldFynch?
Founded by three University of Iowa graduates, Ross Johnson, Anith Mathai, and Amanda Johnson, GoldFynch is their brainchild (the parent software company is Mazira). Based on multiple requests from lawyers and paralegals, the three founders created GoldFynch to be a simple, cloud-based alternative to the clunky and frustrating software already existing on the market for litigation support.


Why You Should Consider GoldFynch…

  • Offers an unrivaled and economical pricing structure on a per case basis, based on the amount of data you hold in each case per month.
  • Reveals the folder structure of PST files so you can visually see the folders that clients were using in their own Microsoft Outlook.
  • Extracts any dates and locations found in documents and displays that information in the right-hand panel for quick review.
  • Queries in the Advanced Search window can be moved around to obtain the intended search.


Try Out GoldFynch For Yourself!
You can try out GoldFynch on a 5 GB case, free for 30 days! Or for bigger cases you can enjoy GoldFynch with a $35 credit for the first month. Click here to start today!

Digital WarRoom Pro – AFFORDABLE, PRACTICAL DESKTOP SOFTWARE FOR DATA PROCESSING, REVIEW, AND PRODUCTION FEATURING A COMPLETE EDISCOVERY TOOL SET FOR LAW FIRMS https://ediscoverybuyersguide.com/digitalwarroom-review/ Wed, 19 Sep 2018 14:01:41 +0000 http://ediscoverybg.wpengine.com/?p=1129 A traditional “war room” is used by the military to plan for battle. A legal “war room” is used by a litigation team to plan for trial. Digital WarRoom® is a software platform for anyone that needs to plan a comprehensive attack on the processing, review, and production of electronically stored information (ESI).

Digital WarRoom® offers solutions for any size matter, but most notably, the company offers a desktop software option with Digital WarRoom® Pro that allows law firms to DIY their document processing, document filtering, review tagging, privilege log management, creating productions, deposition preparation, etc.

There are two main offerings of Digital WarRoom for your eDiscovery needs:

  1. First there is the Digital WarRoom® Pro software which is a single license installation for a desktop computer. There are not many desktop software options available in the eDiscovery market today, but Digital WarRoom® continues to fill that gap for those firms that need a desktop solution.
  2. Second, Digital WarRoom® manages their own extensive Private Cloud infrastructure that will support either a month-to-month subscription when a firm has a few dozen GBs worth of data, or the Private Cloud that can be deployed as a firm-wide solution to host hundreds of GBs of data with unlimited users and unlimited databases.

If you’re familiar with Microsoft Outlook’s interface, and you’re halfway acquainted with sorting columns in Microsoft Excel, you will have no problem in navigating the interface of Digital WarRoom® Pro.

Desktop Software
Digital WarRoom® has always offered a cloud-based hosting environment, but the company decided to offer an introductory-level product for a group of customers they found still needed the power of Digital WarRoom, but only had one or two cases where they could use the software. That’s why they developed Digital WarRoom® Pro, although customers can certainly transfer cases to the hosted environment if they should ever outgrow the desktop software.

If you’re familiar with Microsoft Outlook’s interface, and you’re halfway acquainted with sorting columns in Microsoft Excel, you will have no problem in navigating the interface of Digital WarRoom® Pro.

The only caveat with the desktop software is that you’ll need to supply some of the other utilities and software tools to ensure you can use all the features of Digital WarRoom® Pro. This is one of the ways the company keeps the costs low (the annual license costs $1,795), but the requirements not steep and the company includes an hour of free setup and training.

The Digital WarRoom® Pro installation requires Microsoft SQL Express (a free download), and the computer will need a copy of Microsoft Office and Microsoft Internet Explorer (which is not a problem for any office running Windows computers). Beyond that, there are just a handful of free downloads you’ll need for image viewing and PDF conversions. Again, Digital WarRoom will work with you directly to get it all set up.

Uploading & Processing
Getting data into Digital WarRoom is as simple as dragging and dropping, so when a client sends you a PST file, you can drag it directly into your instance of Digital WarRoom Pro. Just be aware that the data processing stage will take time and potentially strain your computer’s resources. The data indexing and OCR functions are very processor intensive and not designed to run on a consumer class desktop computer. That’s why so many service providers (including Digital WarRoom) manage large server installations, which can more quickly churn through the data processing stage. But if you choose to proceed on your own, just know that your computer will bog down during this phase.

Next, Digital WarRoom allows you to apply a “Policy” to your data before shifting it over to the Review side. The Policy wizard walks you through each step. For example, if you have data from five custodians, but only want to start reviewing the most important individual, just set your Policy appropriately. Plus you can further narrow down your data by keywords, date ranges, file types, and variety of other options. You can always go back and pull more files over to Review when you’re ready. Unfortunately, many firms just yank everything over to Review without applying a Policy, which means they waste a lot of time getting overwhelmed with junk they don’t need to be looking at.

Digital WarRoom allows users to set up an unlimited number of “Binders” where they can organize documents. Just be sure to add a note when you set up a Binder to explain what the Binder contains so that it can be referenced later.

Browse & Review
Once you pull over your selected data into the Review side, you’ll see a nicely formatted panel on the left that allows you to filter out specific pieces and parts of your data. For example, you can elect to only look at specific data from custodians, or a specific file type, etc. On the right side you’ll see your list of documents which you can customize by adding or removing specific columns of information.

Documents in the list that have no coding applied (no decision made on them) are show in bold, while coded documents are non-bolded. This is helpful visual cue and similar to how read and un-read messages appear in Microsoft Outlook.

Digital WarRoom provides a simple yet effective document viewer where you can choose to see the native file, or a rendered image of the file. Anytime someone looks at a document, applies coding, or adds an annotation, Digital WarRoom tracks those actions. This is helpful for teams to double-check their work.

Digital WarRoom allows users to set up an unlimited number of “Binders” where they can organize documents. Many users take advantage of this for things like “Hot Documents” or even simply “John’s Favorite Documents” – you can use anything the will help the litigation team better organize the documents as you read through them. Just be sure to add a note when you set up a Binder to explain what the Binder contains so that it can be referenced later. You can even use a Binder to collect documents that need to be exported or produced.

Exports & Productions
Finally, Digital WarRoom® Pro offers a seamless workflow for creating production sets that anyone can accomplish as long as you follow the steps provided in the Production wizard.

The first step is to find the collection of documents that you intend to use for the production set, and then Digital WarRoom will group them into a “draft” production set. Next, you’ll walk through each step in the wizard as you choose the production format (PDF, TIFF, etc.), apply Bates numbers, or any other necessary endorsements.

Fairly new to Digital WarRoom® Pro is the ability to embed a watermark on the documents to be produced. Instead of having an “confidential” stamp at the bottom of each page, this could be applied as a watermark.

While Digital WarRoom® offers a multitude of service levels for firms and matters of all sizes, the Digital WarRoom® Pro software is one of the few desktop solutions still available on the market. If your firm has a specific rationale for using a desktop solution, then Digital WarRoom® is an excellent option.

While Digital WarRoom® offers a multitude of service levels for firms and matters of all sizes, the Digital WarRoom® Pro software is one of the few desktop solutions still available on the market. If your firm has a specific rationale for using a desktop solution, then Digital WarRoom® is an excellent option.

Who is Digital WarRoom?
In 2000, brothers Dan and Bill Gallivan were employees at the Seattle law firm of Preston Gates & Ellis when the firm had to review a warehouse full of documents as part of the federal government antitrust investigation of Microsoft. The Gallivans succeeded in utilizing technology to help the firm in this monumental task, and then launched Digital WarRoom in 2010 as a hosted service and a standalone software.

Why Should You Consider Digital WarRoom Pro?

  • One of the only functional and modern-day desktop software solutions available in the eDiscovery market backed buy Digital WarRoom’s hosted options should you outgrow the desktop software.
  • Valuable “Who to Whom” visual component showing who was sending emails to specific individuals.
  • The “Work Product Palette” can be completely customized with the applicable tags and coding that reviewers can apply to the documents.
  • Distinct “Filter Tree” for quickly selecting documents based on file types, custodians, Binders, and more.

Try Out Digital WarRoom For Yourself!
Please enjoy a 45 day free trial of Digital WarRoom, a secure, affordable do-it-yourself application where you can manage the full spectrum of eDiscovery. Readers of the eDiscovery Buyers guide are further invited to a special discount when you are ready to make your first step on the eDiscovery journey with us.

CloudNine – COMPETITIVELY PRICED CLOUD-BASED PLATFORM FOR DATA PROCESSING, REVIEW, AND PRODUCTION SUPPORTED BY A FULL PROFESSIONAL SERVICES PORTFOLIO https://ediscoverybuyersguide.com/cloudnine-review/ Sun, 09 Sep 2018 11:01:47 +0000 http://ediscoverybg.wpengine.com/?p=1119 Backed by a strong history of litigation services, the CloudNine platform is an easy-to-use choice for processing, reviewing, and producing the electronic data you collect from your client or an opposing party. CloudNine has developed a “4S” focus on speed, simplicity, security, and services.

Uploading & Processing Data
Although the entire CloudNine platform is accessible via a web browser, you’ll need to download the “Discovery Client” software in order to upload data to the platform. The software is Windows-only, but Mac users have successfully used the software through Windows virtualization software (e.g. Parallels).

The software download feels like an unnecessary step – other platforms just let you upload files directly through the browser. But the extra task actually provides an ingenious opportunity to cull out extraneous digital junk that you don’t even need or want uploaded into the review database. If you don’t take advantage of this, you’re wasting time and racking up unnecessary expenses. Plus, the desktop application offers more robust features and an upload won’t get interrupted if you happen to close your web browser tab.

How do you receive data from clients? Do they send USB thumb drives or external hard drives which they’ve stuffed full with all the data they think you’ll need? Make a working copy of the files on to your computer or server, and then launch the CloudNine Discovery Client software and point it to that folder. The software scans the folder, and you get to put checkmarks on only the files that you need. You should UN-check any computer system files, or maybe you don’t want to upload their iTunes music collection, or you don’t want to look at their sales spreadsheets. You can always go back and upload those files later if you discover you need them.

The Discovery Client software uploads your selected data to CloudNine and starts the data processing stage where metadata is extracted, text files are created, hash files are generated, and HTML renders are completed. CloudNine also generates an EDA report (early data assessment) so you see how much data you’ve loaded, how many messages, families, file types, etc. that you’ll be reviewing.

Analytics & Keywords
But there’s still some investigative work you can do on your documents before you just dive into the first document in the list. Open the Analytics panel in CloudNine and click the “Project Statistics” to get a big picture of the size of the data you’re looking at, the number of pages/documents, average pages per document, etc.

Next you can look at the “Document Keywords” listing out all the occurrences of each word found in your files. This could be a little overwhelming, but handy info if there’s a word or phrase on which your case hinges, or you simply just want to see the frequency of certain words.

CloudNine also presents you with a collection of “Conceptual Keywords” that gives you a sense of the major themes detected in the documents and files. If nothing else, this is a good jumping-off place to determine if these files have the topics you’re targeting.

The Analytics box also reveals all the domains pulled from the emails (EML, MSG, or PST files) that you’ve uploaded.

All of these facets of your data collection can be accessed in the “Filtering” section of CloudNine so you can more precisely cull out certain documents or files that you don’t need to see initially. For example, you can filter out any emails with domains from @espn.com or @nytimes.com since sports scores and news headlines are probably not going to be relevant to your matter. You can also filter out by file type, or get rid of any duplicate files. You’re not deleting any of these files, you’re just [digitally] setting them aside so you can focus on what’s most important first.

Searching in CloudNine is easy, whether you want to search the content of every single file, or you want to narrow down your search to a specific field – such as only searching the From or To or CC lines of an email message. When you search the full text of your files, the words are highlighted in the Text and HTML views so they jump right out.

Click “Recent Searches” to view your search history, or save a search to run it again later.

Viewing Documents
CloudNine has a unique “Vertical Document List View” that shows the document on the left side of your screen, a column in the middle with a file list, and a panel on the right showing available tags and all the metadata associated with the selected file. This is how most folks will use CloudNine once you’re ready to read through documents.

CloudNine also offers a “Native Tree View” that shows the folders of how the original documents were stored and organized. For example, if your client just copied folders from their server and sent that to you, this Native Tree View will show you all of the folders and sub-folders mirroring how your client stored their files. If your client sent a PST file, the Native Tree View shows you the same folders and sub-folders that they see in their Microsoft Outlook inbox. This view is fantastic because you get to see exactly how your client stored their files, which is helpful when you’re conversing with your client on where and how they stored certain files.

If you have a dual-monitor, you’ll appreciate the “Table View” where one monitor can show you the document while the other monitor displays all the document’s metadata.

Document Exports & Productions
There are a host of options for exporting and producing files out of CloudNine once they’ve all been reviewed and tagged for relevancy and privilege. An excellent export wizard walks you through the process of selecting what you need to export: native files, images, OCR, load files, etc. You also have options for Bates stamping files and otherwise labeling them.

You’ll receive an email once the production is complete so that you can download it off the system and distribute it to the waiting parties.

CloudNine offers some of the most competitive pricing in the industry starting at $35 per GB per month. That can go down to $12 per GB per month if you have the volume to support that pricing structure. Additional services will add a few dollars to the price.

Always check CloudNine’s website and contact them for up to date info.

Who Is CloudNine?
CloudNine has been around since 2002 headquartered in Houston, Texas. The company started out primarily as a litigation services company, but their main focus today is the CloudNine, cloud-based platform for data processing, review, and production. But they still remain a full-service shop to support their platform and assist you with any of your eDiscovery related needs.

Why You Should Consider CloudNine…

  • An included Litigation Hold tool lets you email notifications and track acknowledgements – much better than manually tracking via Outlook.
  • You can sign up for CloudNine for free without a credit card and load as much data as you want for a 30-day trial. It’s an excellent way to test out the system.
  • CloudNine offers a protected cloud security infrastructure vs. a general public cloud which provides CloudNine more control and access to their servers depending on the needs of clients.
  • If you use Relativity, also check out their Outpost for Relativity service that can streamline the ingestion of data into Relativity saving you buckets of time.

Try Out CloudNine For Yourself!
To sign up for a 30 day no-risk free trial of CloudNine, you can go to https://cloudnine.ediscovery.co/index.aspx#signup. And, for any additional information regarding CloudNine products, you can contact Doug Austin, CloudNine VP of Products and Professional Services at daustin@ediscovery.co.

Hickory Dickory Dock, It’s Time To Learn About CLOC https://ediscoverybuyersguide.com/hickory-dickory-dock-its-time-to-learn-about-cloc/ Sun, 20 May 2018 18:41:13 +0000 http://ediscoverybg.wpengine.com/?p=1107 Adapted from original post on Lawsites.com.

Chelsey Lambert and I had were fortunate to attend the Annual Corporate Legal Operations Institute hosted by the Corporate Legal Operations Consortium, otherwise known as CLOC. The spectacular event was held at the Bellagio Hotel in Las Vegas, April 22-25, 2018.

There were certainly legal operations professionals in attendance, joined by a couple thousand colleagues from general counsel, in-house legal departments, eDiscovery professionals, law firms, and wide array of others that were simply curious to see what all the excitement was about at this young but quickly growing consortium.

Here’s my little video compilation of the sights and sounds and experiences at the Conference:

Legal Ops

Over the past several years, more and more corporate legal departments have either hired or explored the idea of hiring a legal operations manager/director. The goal of the role appears to focus on aligning the activities of the legal department into a core business function of the company.

There still doesn’t seem to be a standard, agreed-upon definition of “legal operations” just yet since the responsibilities cover a wide-range of areas including the general efficiency of legal work, cybersecurity, privacy, compliance, eDiscovery, policy management, and definitely the streamlining of relationships between the corporate legal department and outside counsel and service providers. As one observer at Above the Law put it, legal operations apparently covers “every aspect of running a legal department except for the dispensing of actual legal advice.”

It occurs to me that some law firms have gone down a similar road in hiring a Chief Administrative Officer, or Chief Operating Officer, but legal operations in corporate legal departments appears to delve a little deeper into the processes and workflows rather than just administrative duties. In one panel, the general counsel described the role of the legal operations professional as a “chief of staff” for the legal department.

This was John Schultz, General Counsel and Head of the Office of Legal Administrative Affairs at HP Enterprise who went on to state how his legal department focuses on the three “E’s” of Excellence, Efficiency, and Economy. When he first hired his legal operations professional, he thought the role would mainly revolve around Efficiency, but quickly realized how integral that role positively and invaluably impacted their Excellence and Economy.

Based on a recent report from LawGeex in association with CLOC, it appears that only about 21% of Fortune 500 companies have a legal operations role but it has certainly grown rapidly over the last few years and that number is absolutely expected to grow rapidly in the next few years.

It Ain’t Just About the Tech…

One of the most refreshing experiences was the broader focus for the educational sessions at the CLOC Institute. In the Thomson Reuters piece “Rise of the Legal Department Operations Manager” Connie Brenton highlighted the importance for legal operations professionals to “develop strong relationships with general counsel staff and cross-functional colleagues, both inside and outside the legal department” which I interpret as the necessity for polishing up your people skills.

Ms. Brenton just happens to be the Director of Legal Operations at NetApp, and one of the founders of CLOC, so it’s no surprise that there were sessions at the Institute that went beyond the meat and potatoes logistics of running a legal department. For example, on the last day there was a two-hour session called “Projecting Credibility and Confidence” featuring Cara Hale Alter of the communication training firm SpeechSkills. It was interactive, inspiring, and helpful. We don’t usually see those kind of sessions at legal-related conferences.

In fact, I found most attendees were not in Vegas to simply see what was new, or what options were available in the market. Attendees specifically pressed exhibitors on how they could use their technologies and services to be more efficient, and how to better utilize the tools they already owned to accomplish their goals. By the end of the Institute, I started thinking of this as corporate legal “optimization” rather than “operations” just because that seemed to be the focus of everyone I spoke with.

The Tick-Tock of CLOC

There was no denying the excitement or the energy in Vegas at the CLOC Institute. And there’s no denying the commitment of everyone I spoke with that the role of legal operations is necessary, pivotal, and here to stay – they believe that CLOC is the right place for them to ensure an efficient legal team now and for the future.

I got caught up in the excitement, and I am keenly interested to watch how the role of legal operations evolves and more specifically how technology is utilized and assimilated into that position. It’s not about the technology, it’s about how people use the technology. And if legal operations is best situated to effectively employ technology to achieve the goals of efficiency and scales of economy, then it’s a success.

Need Help Finding eDiscovery Software? Above the Law Columnist Kelly Twigger Reviews the eDiscovery Buyers Guide https://ediscoverybuyersguide.com/need-help-finding-ediscovery-software-above-the-law-columnist-kelly-twigger-reviews-the-ediscovery-buyers-guide/ Mon, 23 Apr 2018 10:28:26 +0000 http://ediscoverybg.wpengine.com/?p=1101 If you weren’t already convinced that you needed to download the free eDiscovery Buyers Guide, then read through what eDiscovery columnist at Above the Law (Kelly Twigger) had to say about it.

Kelly hits the nail right on the head from the beginning talking about how it can be a full-time job to look for solutions you can use at your firm for all your litigation technology and eDiscovery challenges.

Kelly also accurately describes the two primary goals we had in creating the eDiscovery Buyers Guide first as a literal “buyer’s guide” for your firm, and second as a way to help you become more knowledgeable and competent about the tools available on the market (or the ones your opposing counsel is using).

Read through Kelly’s notes on the eDiscovery Buyers Guide and then DOWNLOAD the free guide today! Or send it to someone you know could use the information!

ZyLAB ONE eDiscovery – Compelling and Intuitive Saas Platform for Data Processing and Document Review Featuring a Unique Topic Modeling Feature https://ediscoverybuyersguide.com/zylab-one-ediscovery-compelling-and-intuitive-saas-platform-for-data-processing-and-document-review-featuring-a-unique-topic-modeling-feature/ Mon, 12 Mar 2018 19:44:52 +0000 http://ediscoverybg.wpengine.com/?p=1081 ZyLAB is an eDiscovery company with a long and respectable history – the company’s technology for organizing and parsing through documents has been used in trials by the United Nations to prosecute individuals in the Khmer Rouge trials, and in Yugoslavia against Slobodan Milošević, along with many other major international matters. In addition, the ZyLAB technology was used in the United States in the O.J. Simpson and Unabomber trials.

One would think that a company with that strong of a history and high-profile experience would just rest on their laurels, but that has never been the case for ZyLAB. In fact, in early 2017, the company released their second generation SaaS platform named ZyLAB ONE eDiscovery which offers a variety of functions for managing document reviews. The platform has enabled ZyLAB to work closer with small to mid-size firms which has not been a typical market focus for the company.

ZyLAB ONE eDiscovery is a scalable SaaS platform that provides a robust set of features for review including auto-classification and auto-redaction. ZyLAB ONE is also designed to collect email and files directly from Microsoft Office 365. Additionally, ZyLAB ONE offers an integrated audio search function, which has been an extremely important tool in some of the major trials where there have been a number of audio and video recordings included in the database.

The ZyLAB ONE eDiscovery platform has enabled ZyLAB to work closer with small to mid-size firms.

Data Processing and Dashboard Interface
Having recently transitioned from a legacy technology (SilverLight), ZyLAB ONE eDiscovery now boasts an entirely re-designed interface with a look & feel similar to Gmail and other Google apps (based on HTML5). That means the entire platform is familiar, browser agnostic, easy to navigate … and fast.

Once data is uploaded into the system, it goes through the automatic processing phase where files are OCR’d, de-duplicated, deNISTed, email threads are extracted, document families are identified, and much more. Notably, ZyLAB ONE can also OCR text in multiple directions – forwards, backwards, and upside down.

When the processing stage is complete, ZyLAB ONE provides a colorful and systematic series of pie charts that visually represents the facets of your data. These charts are completely customizable so that you can choose to see your data broken down by custodian, file types, reviewed categories, and much more. Each little section is interactive so that you can drill down deep into each facet or category. A better description is that ZyLAB ONE provides a “visually interactive” dashboard that provides many powerful tools for digging into the details of your data quickly.


Another interesting feature of ZyLAB ONE is “entity extraction” where the technology looks deep into the contents of your files and documents to find and reveal locations, people, and places so that they can be presented to you in a helpful manner.

Searching and Topic Modeling
As one would expect, ZyLAB ONE provides powerful search tools and capabilities. The simple search box at the top of the screen can be used for direct searches although it is extremely easy to perform more powerful, advanced searches. ZyLAB ONE can also run multiple searches at a time, which is an excellent way to test out a list of keyword search terms that you may be discussing with the opposing party.

All searches are tracked in ZyLAB ONE so that you can access your search history at any time. And since ZyLAB ONE does an excellent job at finding specific patterns in your data, you can search specifically for phone numbers, social security numbers, IP addresses, etc.

When you click on a document from your search results, any word that was returned from your search will be highlighted in yellow. If you program “persistent” search terms into the platform, those words will be highlighted in green. And if you see any word highlighted in blue, that is a word or phrase that has been marked for “auto-redaction” which is usually specific consistent and recurring types of information like social security numbers and other personally identifiable information (PII). ZyLAB ONE allows you to pre-program certain words and character patterns to be auto-redacted so that it lowers the risk that this information might be inadvertently produced.

ZyLAB ONE includes a unique and impressive feature called “Topic Modeling” that innovatively reveals the relevant topics and ideas found in the data using artificial intelligence. The idea of extracting topics or “clusters” from electronic data is nothing new, but ZyLAB has created a useful and interactive circle visual that gives you even greater access to the subject matter that you may be interested in. When you see a topic in the circle that interests you, simply click to drill down deeper into the topic until you get to a level that you want to view. It just takes a moment to get used to this approach, and once grasp the idea, it’s difficult to use a linear list of topics.

Viewing Documents
When you’re ready to drill down into a list of documents to review, you can click on a document to open the viewer. While there’s a lot of information on the screen, it is very well organized. The document image appears in the middle panel, with the left panel containing the email thread conversation and document families.

The right side panel houses a variety of tags that can be applied to the documents. All of the tags are customizable in the ZyLAB ONE platform where you have simple tags, or force reviewers to select multiple values. Tags can also be created on the fly, and can be added in a freeform method similar to how you can “tag” your messages in Gmail rather than placing them in folders. ZyLAB ONE works on a similar idea to Gmail tags where you can filter your documents by any tag when you are running searches or you’re ready to create a production set.

ZyLAB ONE offers a full set of redaction and annotation tools so that users can apply the necessary manual redactions for documents that require that approach before production.

Document Production
ZyLAB ONE eDiscovery is working hard to further streamline their production tools by reducing the number of steps that users have to go through while creating a production set. Users have the opportunity to include slip sheets in their document productions, and there is a fantastic interface for applying Bates numbers and other endorsements. There are a variety of options for how and where the stamps will be applied to the documents as you go through production.

Who Is ZyLAB?
Over the past 30+ years, ZyLAB has closely worked with corporations, law firms, and governmental agencies to easily deal with regulatory requests, investigations, and litigation needs. The company has also supported some of the most high-profile U.S. and international trials. The company’s latest offering, ZyLAB ONE eDiscovery is designed to work for firms and corporations of all sizes.

Why You Should Consider ZyLAB…

  • ZyLAB ONE eDiscovery is offered as a scalable and elastic SaaS platform accessible for law firms of all sizes. The technology is offered on a per-GB subscription pricing.
  • Offers powerful and robust auto-classification and auto-redaction tools for processing data along with machine translation of foreign language documents.
  • Entity extraction for quickly pinpointing locations, people, places, so that they can be revealed for reviewers.
  • Innovative Technology Assisted Review including Topic Modeling tool that reveals topics uncovered in the document collection allowing users to quickly drill down into specific concepts included in the data set.

Try Out ZyLAB For Yourself!
Click here to visit the ZyLAB website and request a demo of the ZyLAB ONE eDiscovery platform.