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Skeptics no more building your legal team's confidence in using ipro analytics

Purpose of this session is to provide some context, mainstream references, and other things to help you get people on board and when to apply it.

Don’t get discouraged – change is hard. Keep going. If you take this back to your firm and can show success, you can change the behavior of others naturally – they will want to be able to do things as fast as you.

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Skeptics no more building your legal team's confidence in using ipro analytics

  1. 1. Skeptics No More: Building Your Legal Team's Confidence in Using Ipro Analytics
  2. 2. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 It is in the whole process of meeting and solving problems that life has meaning. Problems are the cutting edge that distinguishes between success and failure. Problems call forth our courage and our wisdom; indeed, they create our courage and our wisdom. It is only because of problems that we grow mentally and spiritually. It is through the pain of confronting and resolving problems that we learn. - M. Scott Peck
  3. 3. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Why can’t we stick with what we know? Keywords are a good starting step but they have to be paired with another approach in order to be beneficial. •Size and amount of data •Time involved in finding intentional deception in documents Time involved in comparing produced documents to your reviewed documents •Changes to our current language and communication styles •Code words/names •Current shorthand, acronyms, text language, emoji’s
  4. 4. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 an·a·lyt·ics /ˌanəˈlidiks/ information resulting from the systematic analysis of data or statistics
  5. 5. Private and Confidential – Copyright 2019 Is this Analytics?
  6. 6. Private and Confidential – Copyright 2019 Is this Analytics? We call this searching.
  7. 7. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Is this Analytics?
  8. 8. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Is this Analytics? We call this reporting.
  9. 9. Private and Confidential – Copyright 2019 How accurate is your OCR?
  10. 10. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Start Simple Introduce features depending on the data set and goals – don’t start with all at the same time. Organize it into more efficient groups of documents
  11. 11. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019
  12. 12. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Near Duplicates!
  13. 13. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Near Duplicates •Create consistent results in coding •Looking for variations in document versions or added/removed text•Review •Ensure consistent coding on responsiveness and privilege callsQuality Check •Find original Natives for image produced documents Production Received •Identify best copy of a document for depositions, trial, and witness kitsTrial Prep
  14. 14. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 If I asked you to put these into groups, would you do it by hand or take it to a coin machine?
  15. 15. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 So why do it with this?
  16. 16. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Clustering •Quick insight into “What we have” •Test search term inclusion/quality prior to Meet & Confer •Easily Segregate Junk data Pre-Review •Organize and Prioritize Review of Document Topics/Significant WordsReview •Identify where your search terms might have missed relevant dataQuality Check •Weed through documents produced to find key data Production Received
  17. 17. Private and Confidential – Copyright 2019 Give me all your Dimes... Bob Mary
  18. 18. Private and Confidential – Copyright 2019 Give me all your Dimes... Bob Mary Categories!
  19. 19. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Categories • Leverage key issue documents or text to find similarReview • Use previously coded data to find similar within incoming productions Production Received • Prep for depositions - understanding all documents discussing similar topics • Locate best example document for a fact or issue Trial Prep
  20. 20. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 TAR ®® ®
  21. 21. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Teach Me Your Ways Good Song, Give me more like this Meh, Not Interested, take it out of my repertoire Responsive Document, find similar ones and tag them too Not Responsive, go find others and pull them out as well
  22. 22. Private and Confidential – Copyright 2019 Key Takeaways If applied correctly, it can only help Don’t apply all features at once Use terminology to inspire confidence and understandi ng To start, just organize it into more efficient groups of documents No additional cost for using these features
  23. 23. Thank you for joining us!

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