1. ShadowCounsel
Services Summary and Methodology
INTRODUCTION
ShadowCounsel brings digital technology to bear on traditional legal assistance. Our
services are rooted in the belief that most folks can reap 80% of the benefits associated
with a more paperless office at roughly 20% of the cost many pay in this regard (the old
80/20 rule). Moreover, people associated with the legal industry typically want
technology tools that are easy to use, get the job done right, work reliably over the long
haul, and allow for the seamless sharing of data with others.
With this philosophy in mind, ShadowCounsel combines elite-firm, senior level paralegal
experience with document scanning, Optical Character Recognition (OCR), bibliographic
metadata coding, and rudimentary electronic discovery services in the most user-friendly
fashion at the lowest possible prices for litigators, transactional attorneys, and expert
witnesses. If you need solid paralegal help and/or feel as though you’re drowning in a
sea of data with no way to navigate it effectively, ShadowCounsel is for you.
SUMMARY OF SERVICES
VIRTUAL LEGAL ASSISTANCE
ShadowCounsel can perform many substantive and administrative duties, including
but not limited to word processing; proofreading; correspondence drafting; trial,
deposition, hearing and other transcript summarization; case and/or document
review and analysis; live proceeding preparation such as exhibit and demonstrative
graphics preparation; Judicial Council forms preparation; subpoena preparation;
legal and Internet research; preparing draft discovery/interrogatory requests and
responses; electronic document production; large discovery document management,
indexing/tracking, and database administration; privilege log creation and
administration; rudimentary electronic discovery collection and conversion;
traditional document collection; and the drafting of marketing collateral.
ShadowCounsel can serve as a “stand-alone” long-term contract employee, provide
temporary assistance on an as needed basis, or consistently handle your work
overflow.
Why hire ShadowCounsel as your virtual paralegal?
• No draining overhead costs such as employee benefits, full-time salaries,
overtime, vacation or sick pay, office equipment and supplies, and/or
other brick and mortar expenses like extra office space.
2. • No training necessary.
• Use ShadowCounsel on a contract basis when and only when you need
staff support.
• Most, if not all, of your work is completed cost-efficiently via encrypted
Web platform or e-mail.
• ShadowCounsel’s owner, Dave Black, is your one and only virtual
paralegal. I do not delegate or farm out any of your work to other less
experienced and quite possibly incompetent remote legal assistants.
DIGITAL LAW OFFICE SUPPORT
Running out of space? Can't find old files in a hurry? ShadowCounsel’s digital
storage services can help. We quickly and economically convert any hard copy
documents to electronic image format so you can store your paperwork more
efficiently and utilize your files more effectively. Paper files are bulky, often
misplaced, and costly in terms of maintenance and retrieval. Many companies,
organizations and institutions devote entire rooms solely to hard copy document
storage. This is an inefficient use of space, time and money. ShadowCounsel’s
digital file conversion and storage services result in significant cost savings with
respect to these issues.
Benefits of a Digital Law Office
• No more fumbling through two-hole correspondence, pleading, and
discovery files.
• Bates number and produce documents electronically. Rid yourself of
Bankers Boxes.
• Quit hauling binders between home, office, hotel room, and airport.
Work wherever and whenever you wish.
• Find relevant information at lightning speed.
• Make more compelling trial and hearing presentations, and be better
prepared and organized at deposition.
• Obtain e-discovery straight from folks’ computer hard drives when
appropriate.
• Goodbye snail mail; hello instant data transmission.
• Substantially cut the costs associated with maintenance, organization,
and review of paper documents.
• Archive your client and administrative data in a compact, secure fashion
protected from theft and/or natural disaster.
• Mobile devices such as smart phones and the latest generation tablet
computers allow you to access digital content anywhere.
• Increase your own efficiency and productivity, while billing your clients
directly for case related digital conversion in many instances.
• Going green is good for business, good for your children, and good for
the earth.
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3. Digital Law Office Data Processing
• High-speed scanning - The act of taking image snapshots of your paper,
photographic, microfilm/fiche, film x-ray/scan and other source media,
resulting in perfect reproductions that last a lifetime, can be viewed and
stored on your computer, and generated back into hard copy form
instantly via your printer whenever you desire.
• Optical Character Recognition (OCR) - The process that renders your
images “full-text” searchable, resulting in lightening fast find and retrieval
functionality via the freely available Adobe Reader in association with
other free desktop search engines currently on the market. The basic
OCR option is ideal for document populations of fewer than roughly
15,000 pages.
• Electronic Document Parsing - Breaking files into logical sub-groups. This
is typically known as document “unitization.”
• OCR with semi-automated bibliographic metadata coding navigable via
the free Adobe Reader - Bibliographic Metadata is essentially data about
data (to cite just a few examples, who authored, received and/or was
copied on a given document? What was its creation date? In the
abstract, what is the document about?) ShadowCounsel offers objective
and subjective field manual bibliographic metadata coding of PDF image
format documents. No specialized software other than the freely
available Adobe Reader is necessary to navigate documents processed in
this fashion. The following data fields are coded upon request:
Begin Bates
End Bates
Date Created (Doc. Date)
Date Modified
Author
Recipient
CC
Title
Subject
Doc. Type
Attachment (yes/no)
Filename
Keyword(s)
Bookmarks
Any other fields you designate.
• Bookmarking/Hyperlinking – For data access and navigational purposes
within and/or between documents.
• Automated Page Identification - Numerical, text or Bates identifiers.
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4. • Electronic File Organization and Indexing - Whether mirroring, or
deviating from, your current hard copy filing system.
• Native file conversion (eDiscovery) - Refers to converting collected
electronic data from the format associated with whatever program in
which it is created (i.e. MS Word; WordPerfect; PowerPoint; more
complex spreadsheet applications such as Excel or MS Access; etc.) to an
image format suitable for production in litigation, such as .pdf or tiff.
CONCLUSION
ShadowCounsel provides remote paralegal, digital office, and electronic discovery
services at prices among the lowest in the nation through the use of proven, user-
friendly technology. We offer an extremely cost-effective means to digitize your
archived, administrative and ongoing case files, and can prudently transition you toward
a more paperless office approach going forward. Our services also make a lot of sense
for lawyers and expert witnesses who personally have no interest in changing the way
they work but could use a technologically skilled and experienced virtual paralegal to
support their practices in a very responsive, efficient, and affordable fashion. Please
consider using ShadowCounsel now and into the future.
Very Truly Yours,
David A. Black,
ShadowCounsel
(510) 827-9499
davidblack@shadowcounsel.org
http://www.shadowcounsel.org
About Mr. Black: Mr. Black graduated from the University of California, San Diego in 1985, earning a BA
in Political Science. He received a California State Teaching Credential in 1987 from the University of San
Francisco. Prior to founding ShadowCounsel in 2005, he worked as a San Francisco public school teacher,
an Intellectual Property Litigation Specialist Paralegal at the Bay Area offices of Cooley Godward LLP (now
Cooley Godward Kronish LLP) and Gray Cary Ware & Freidenrich (now DLA Piper Rudnick Gray Cary) and as
Project Manager at OnPoint Analytics, an Emeryville-based economic data analysis firm specializing in
litigation support for testifying experts. Dave lives in Crockett, California with his wife Norma and son Lucas
Clyde.
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5. Core Services Pricing
E-Discovery and Digital Consulting
$50/hr.
Electronic Data Collection, Conversion, and Advanced Information Search and
Retrieval Processing
$40/hr.
Virtual Paralegal Services (including comprehensive litigation support and
legal forms preparation)
$32.50/hr.
Clerical Support
$25/hr.
High-Speed Document Scanning, 300 DPI *
10¢/pg. (to 15,000 pp.)
8¢/pg. (over 15,000-30,000 pp.)
7¢/pg. (over 30,000-100,000 pp.)
5.5¢/pg. (over 100,000-500,000 pp.)
5¢/pg. (over 500,000-1,000,000 pp.)
4.25¢/pg. (over 1,000,000 pp.)
*$10/hr. labor for reassembly of documents. No labor charge in the event you want your originals
disassembled and scanned, only.
Optical Character Recognition (OCR)
3¢/pg. (to 15,000 pp.)
2¢/pg. (15,000-500,000 pp.)
1¢/pg. (over 500,000 pp.)
Automated Page Identification (including but not limited to Bates labeling)
1¢/pg.
Free and Low Cost Shipping; Free Internet Data Hosting
ShadowCounsel scans your hard copy documents at its San Francisco Bay Area headquarters.
We offer free pickup and delivery within a 50 mile radius. Our policy is to split document shipping
costs with the client. Moreover, ShadowCounsel hosts your data on the Web free of charge.
Please inquire about pricing related to additional services not covered herein.
6. Remarks Re: Document Transmission
When attorneys or expert witnesses call ShadowCounsel regarding outsourced
paralegal services, one of the things they often ask about is workflow – the “how”
of the process. Those who are new to remote/virtual legal assistance want to
understand how it works in practical, real-world terms.
In order to illustrate the ease of document transfer, what follows is a typical
consultation between a small firm attorney and me:
“Attorney: I have a box of medical records that need to be summarized.
Me: I can do that for you.
Attorney: How? I mean, how do you get the records from me? How will this
happen when we’re working from different locations the majority of the time?
Me: Well, since you already have them, I don’t need to retrieve or otherwise
author a document request for you, though that’s certainly something I can take
off your plate in the future. Moreover, I can request updated records as
necessary. But here’s how you can get these records to me now. You can send
them by priority mail, FedEx or UPS. If you’re relatively close by, I’ll drive over
and pick them up. If you want to digitally save the records, I will scan and save
them to a flash drive, CD/DVD, or host them on the Internet for you. Conversely,
if you have already scanned the records yourself, send them to me free of charge
via my iBackup (http://www.ibackup.com, or a similar large volume data transfer
service such as Dropbox), or mail them to me on a flash drive or CD/DVD. In
some if not most instances, remote desktop sharing may be the best means of
data access, a process I’m happy to initiate for you.
Which ever way you decide to ship the material, I will organize it for you as
specified; typically by medical provider and date of service, and will return it
either electronically or in traditional hard copy fashion, along with a complete and
accurate summary in any format you wish.
Attorney: Great. Let’s get this done…”
As you can see, the process of getting documents to a virtual paralegal is hardly
rocket science. I strive to make it as pain free as possible for my clients and work
with them to come up with the most efficient and cost-effective method dictated
by their individual circumstances. Data exchange is becoming ever-easier and
more streamlined as the legal industry inexorably shifts from a paper to digital
business model.
7. SHADOWCOUNSEL
“Win the paper chase… by ending it.”
How much paper do I have, anyway?
ShadowCounsel provides the following industry standard page number volume examples
to help you estimate the size of your project.
Standard Document Storage
Unbound Paper Standard File Box Banker Style Boxes
150 - 175 Pages 2,000 - 2,500 Pages 4,500 - 5,000 Pages
Per Inch Per Box Per Box
Vertical File Cabinet Lateral File Cabinet Open Shelving
3,500 - 4,000 Pages 5,500 - 6,000 Pages 1,500 Pages Per
Per Drawer Per Drawer Horizontal Foot
Color Photos Engineering Drawing (unfolded)
100 - 120 Photos 125 - 150 Sheets
Per Inch Per Inch
8. Bound Document Storage
1" Inch Binder 2" Binder 3" Binder
250-275 Pages Each 450-480 Pages Each 650-670 Pages Each
4" Inch Binder 5" Inch Binder
750-780 Pages Each 950-1050 Pages Each
2-Hole 1" Inch Binder 2-Hole 2" Inch Binder
225-240 Pages Each 450-480 Pages Each
Velo Binder Plastic Coil/Spiral Binder
175-200 Maximum Pages Each 175-200 Maximum Pages Each
9. Client References
“Thank you for the wonderful work you did in converting my law practice to a paperless
office. The benefits and advantages of this new system are astounding. I have
completely outgrown the need for a full time person to catalog my paperwork and
organize my files, and I don’t have to pay for storage space for my closed files. When
closing out a client matter, I can now send them a copy of their file on disc along with
my withdrawal letter.
As for the open files, I love going into court with my laptop and having complete access
to the entire file. I will never again have to say to the Court that a document exists, but
it is back at the office; or to trudge into Court carrying stacks of boxes for the long and
complex cases. My favorite feature is the detailed bookmarking where I can just open a
file and click on the document. No more fumbling through hundreds of documents trying
to find that one sheet of paper.
Utilizing your services has been one of the best business decisions I have made. It has
cleared out the clutter, freed up space, organized my files and put me far ahead of the
competition in delivering value to my clients. I love your professionalism, your optimism,
and your commitment to excellence. I look forward to having a long and continuous
relationship with your Company and I will highly recommend you to anyone considering
a paperless office or just looking for an effective way to catalog their old files. Thank
You Very Much!”
Leigh E. Johnson, Esq.
Richmond, CA
“It is essential for small firms practicing in the e-discovery age to have access to savvy
paralegal consultants who can do a discovery project, do it on time, do it right, and not
break the client’s budget. I am delighted to have found ShadowCounsel. I know that no
matter what the case, whether for a 1,000 page production or a 100,000 page
document review, I will have the support I need. ShadowCounsel brings the new
technologies that can level the playing field in litigation right to your fingertips.”
J. Timothy Nardell, Esq.
San Rafael, CA
“We have used David Black and ShadowCounsel for a variety of services. I've found
them to be personable, quick, reliable, and economical. I would recommend
ShadowCounsel without reservation.”
John Marshall Collins, Esq.
San Jose, CA
10. “I recently discovered Shadow Counsel and have used their services in two complex
construction defect cases so far. I have been impressed and very pleased with the level
of professional service, attention to detail and the ability to work with my timelines. One
of the projects included a large document review, assembly and identification job which
was completed accurately and on time for a very reasonable cost. Without doubt I will
be using Shadow Counsel in the future.”
Charles L. Carson, Esq.
Bodega Bay, CA; Beverly Hills, CA; San Luis Obispo, CA; Honolulu, HI
“As a first-time, out-of-town user of ShadowCounsel, I was initially reassured by David
Black’s prompt and clear answers to my concerns and questions. As the recipient of
ShadowCounsel’s work product, I was completely satisfied with its thoroughness,
accessibility, promptness and price. I would highly recommend ShadowCounsel to any
attorney.”
Frank Gibson, Esq.
Eugene, OR
“Shadow Council is fast, reliable and intelligent. It’s like having a first class back office as
close as my computer or an overnight delivery.”
Robert Galatzer-Levy, MD
Chicago, IL
“In the future, I will certainly send my work to you. I am extremely satisfied with your
service, quality responsiveness and responsibility. It has come to the point that I am
always so pleased when someone actually does what they say they will do.”
Norton Roitman, MD
Las Vegas, NV