Strategic Discovery 2011 Overview ECA
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Strategic Discovery 2011 Overview ECA



Strategic Discovery -Pitney Bowes Management & Legal Solutions

Strategic Discovery -Pitney Bowes Management & Legal Solutions



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  • The EDRM model forms the foundation for Pitney Bowes Legal Solutions and our integrated partners in Early Case Assessment. We leverage collection skills from partners who can collect remotely or onsite using forensic tools, as necessary. Our Project Managers, integrated and stand-alone partners strategically guide the management of and help control the most expensive and time-consuming phases of discovery. We are typically deployed post collection and allow legal teams to perform early case assessment, intelligent cull down, first pass review and defensible search.

Strategic Discovery 2011 Overview ECA Strategic Discovery 2011 Overview ECA Presentation Transcript

  • Strategic Discovery: Triage - Early Case Assessment
    • PBLS was created through the acquisition of two litigation support industry leaders: Compulit and Ibis
      • 30 years providing litigation support services
      • Successful in managing over 20,000 projects
      • Over 2,000 professionals dedicated to the legal industry nationwide
      • Onsite at over 300 corporations & law firms nationwide
    • A Division of Pitney Bowes, Inc., an 88-year company with over $6 Billion in revenues and an A+ credit rating
    • Independent Ranking by Socha-Gelbmann
      • Top Ranking in 2008-2009 Electronic Discovery Survey:
            • Experience
            • Production
            • Processing
            • Capacity
            • Electronic Discovery Service Providers
    About Pitney Bowes Legal Solutions (PBLS)
  • Our Understanding of Your Needs
    • Current environment for Discovery Management
      • Technology solutions
      • Personnel experience
      • Objectives
    • Benefits of working with Pitney Bowes Legal Solutions –Best Site Solutions: Onsite, Near-site (DSC local) and Offsite (NPC); enables scale – from smallest case project to large complex discovery
    • Triage –to control costs. Before you spend to process data, analyze it, with power tools like, SnapShot™ to assess what you have, by file name, custodian email, then de-dupe, search and the like.
    • Early Case Assessment (ECA)–after triage consider ECA. Let the power of intelligent software parse the data into logical domains to speed assessment and prepare for Rule 26(f) Meet & Confer or settlement talks.
  • PBLS Process Based on EDRM Cull & Analysis ESI Consulting Review ESI Digital Forensics Production
    • Discuss nature of the case
    • Understand case objectives and expected outcomes
    • Build game plan and tracking system
    • Identify data sources from which to collect
    • Collect / copy from various data sources
    • Set up case data on secure store
    • Early Case Assessment & Analysis
    • Interactive Filtering and Cull down
    • Transparent & Defensible Search
    • Creating and assigning review sets
    • Managing review process
    • Driving review project and progress tracking
    • Exporting required documents for production
    • Exporting privileged logs
  • Pitney Bowes Legal Solutions Status Report
  • Charts Report
  • Early Case Assessment solutions Focus on the Most Expensive and Time-Consuming Phases of E-Discovery “ Strong Positive” – Highest ranking in 2008 Gartner MarketScope Report ECA E-Discovery Platform Enables early case assessment, intelligent cull-down, first-pass review & defensible search Processing Review Identification Analysis Production Presentation Preservation Collection
    • Our platform is designed to automate linear review management, allowing you to focus more attention on the litigation process
    • ReviewESI is both an application and a service; we set up the database, customize it to client specifications, load the data and images, create programs to facilitate review and production, and provide project management end-to-end
    • Over 700 projects hosted; many are multi-million page matters
    • 24x7 support through phone and email
    • Optimized for electronic and paper collections
    • Review/redact: PDF, TIF, and native files
    • Automated administration and detailed reports
    • Productivity per reviewer, project, etc.
    • Document audit trail
    • Robust/redundant environment
    • Flexible/robust security; 9 levels of security, including user and database level settings and SSL encryption
  • Production
    • PBLS can produce in electronic and paper form; production databases can also be set up in ReviewESI, Relativity or your choice of platform for access by opposing parties
    • Complete production specifications documented by Project Manager
    • Validations run on production sets; e.g., all images marked for redaction have been redacted, complete parent-attachment groups included, all privileged documents excluded
    • Images can be endorsed with customized numbers and legends in various locations
    • OCR can be re-run after redactions completed
    • Complete production history tracked in database
    • Multiple image and database delivery formats
  • National Litigation Support Structure
  • Questions and Next Steps
    • David Haines
    • Legal Solutions Consultant
    • 415.630.0016
    • [email_address]