Investing in PreparationArk eDiscovery Asia Pacific Forum                     14 April 2011    Beth Patterson, Applied Leg...
Overview             Investing in Preparation    Top 10 strategies based on lessons learned
1. Dont let it get "Lost in Translation"                        Client                            Lowest                  ...
2. Packing your parachute•   Implement document retention policies    • Universe of data & new data sources    • Legal obl...
3. Its not just for techies: it’s a business decision  Investing - do your homework on what youre buying  • Archive system...
4. Exchange Protocols: Know what you’re agreeing to • Court Practice Notes       Federal Court Practice Note CM6       Sup...
5. Beware of Chaos theory
6. When you thought you had it all•    Targeted collection plan        Who?    Key custodians        When? Key time period...
7. "I still havent found what Im looking for"   Case Study       6,000,000                        1,667,041               ...
8. Words matter, but concepts matter more                      Search Methodologies       Boolean (and, or, not) – Wildcar...
9. iPad therefore I am…
10. Walking the talk•    Changing environment•    Cost effective strategies•    Communication•    Project management
Questions ?                     Beth PattersonDirector Applied Legal Technology - Allens Arthur Robinson            Email:...
Beth Patterson
Beth Patterson
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Beth Patterson

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Beth Patterson

  1. 1. Investing in PreparationArk eDiscovery Asia Pacific Forum 14 April 2011 Beth Patterson, Applied Legal Technology Director Lisa Kozaris, Applied Legal Technology Manager Allens Arthur Robinson
  2. 2. Overview Investing in Preparation Top 10 strategies based on lessons learned
  3. 3. 1. Dont let it get "Lost in Translation" Client Lowest Cost Most Shortest Lawyer Insight Time Technologist
  4. 4. 2. Packing your parachute• Implement document retention policies • Universe of data & new data sources • Legal obligations, risk profile & business priorities • Document creation, retention & destruction• Understand IT systems • Data maps • IT policies vs reality of actual practices • IT system design• Culture – what is the business priority?
  5. 5. 3. Its not just for techies: it’s a business decision Investing - do your homework on what youre buying • Archive systems • Document management systems • Litigation hold systems • Appliances with search technologies
  6. 6. 4. Exchange Protocols: Know what you’re agreeing to • Court Practice Notes Federal Court Practice Note CM6 Supreme Court of Victoria Practice Note 1 of 2007 Supreme Court of NSW Practice Note No. SC Gen 7 Supreme Court of Queensland Practice Direction Number 8 of 2004 Supreme Court of WA Order 26 Rules of the Supreme Court 1971 • Electronic Exchange Protocol – negotiate up front • Metadata vs. manual coding • Numbering format • Native vs. PDF
  7. 7. 5. Beware of Chaos theory
  8. 8. 6. When you thought you had it all• Targeted collection plan Who? Key custodians When? Key time period Where? Premises, IT systems/data locations, backup/archive systems What? Formats – standard vs. non-standard How? Internal or forensic collection• Chain of custody
  9. 9. 7. "I still havent found what Im looking for" Case Study 6,000,000 1,667,041 1,256,577 42,761 3,464 Collected 1st Level KW Search Post Deduplication 2nd Level KW Search Produced (review ed) Reduction of approx 99.29%
  10. 10. 8. Words matter, but concepts matter more Search Methodologies Boolean (and, or, not) – Wildcards – Stop Words – Proximity – Stemming - Fuzzy – Synonym – Statistical – Weighted relevance – Concept – Phrase clusters – Natural Language – Pattern Recognition
  11. 11. 9. iPad therefore I am…
  12. 12. 10. Walking the talk• Changing environment• Cost effective strategies• Communication• Project management
  13. 13. Questions ? Beth PattersonDirector Applied Legal Technology - Allens Arthur Robinson Email: beth.patterson@aar.com.au Lisa KozarisApplied Legal Technology Manager - Allens Arthur Robinson Email: lisa.kozaris@aar.com.au

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