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Welcome to Our Guests
Bryant Park Hotel | New York, NY
Relativity Lunch & Learn – October 27th, 2015
Radically Efficient e...
1301 Fannin Street, Suite 750, Houston, TX,
77002 | 713-739-7789 |
www.kiersted.com
2
1. Introduction
2. kCura’s  Relativity  Fest  Updates  from  2015
3. Relativity - Key Features and Updates
4. Cost Savings...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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1. Introduction: Electronic Discover...
Mainframes &
Storage Servers PCs & WorkstationsCDs & DVDs
Tapes
Solid State
StoragePrinter
Copier Fax Machine
IP Telephone...
Undertake to implement the FRCP changes in a consistent and
uniform way regarding:
• Case Management (early and meaningful...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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2. kCura’s Relativity Fest Updates f...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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2. kCura’s Relativity Fest Updates f...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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2. kCura’s Relativity Fest Updates f...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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2. kCura’s Relativity Fest Updates ...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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2. kCura’s Relativity Fest Updates ...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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2. kCura’s Relativity Fest Updates ...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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3. Relativity – Key Features and Up...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Cost Savings Strategies: Event H...
An  “email  thread”  is  a  group  of  emails  sent  between  
correspondents, making it possible to keep track of an emai...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Using e-Discovery Technology: Em...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Using e-Discovery Technology: Em...
Email threading results in fielded information that can be used in
any document review system.
• Thread Group ID: Used to ...
• Inclusive emails contain the most complete prior message content,
regardless of their location in an email chain
• A sta...
• Greatly increases reviewer speed
• Greatly increases reviewer accuracy
• Can reduce the number of emails reviewed
1301 F...
Email threading allows users to:
• Easily see the order of the email in a thread
• Identify inclusive emails
• Identify mi...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Using e-Discovery Technology: Em...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Using e-Discovery Technology: Em...
• Batching criteria
• Reviewer thread view
• Coding propagation
• Related items view
1301 Fannin Street, Suite 750, Housto...
A near duplicate is a document that is similar to another, typically a
different version of the same document.
Examples:
•...
What is Near De-Duplication, and how is it done?
Near de-duplication is a process that determines near duplicates using a
...
• Near De-Duplication results in fielded information that can be
used in any document review system
• Near Duplicate group...
• Greatly increases reviewer speed
• Greatly increases reviewer accuracy
• Ensures document coding consistency
• Enables a...
• Batching criteria
• Near duplicate related items view
• Coding propagation
• Document compare tool
1301 Fannin Street, S...
• Cost: Reduces the overall cost of the review
• Speed: Reduces the amount of review time spent
• Accuracy: Improves accur...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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4. Using e-Discovery Technology: Ne...
Kiersted has developed proprietary tools to reduce costs and
create efficiencies:
a) Direct
b) Cross-Code
c) Customized Re...
• Technology Assisted Search
• Improve keyword searching Techniques to more
accurately filter data
• Easily create and exe...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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5. Kiersted Proprietary Technology:...
• Full-time, dedicated development staff
• Certified project management
• Customized solutions (Direct, Cross-code)
• Leve...
• Customized Reporting Available
• Reports generated on various metrics such as:
Total Use Time
Views
Edits (Per Hour; Per...
Any Questions?
• Relativity Updates
• Relativity Features
• Event Handlers; Threads; Near Duplicate Detection
• Kiersted D...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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6. Concluding Remarks
Questions? Comments?
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
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6. Concluding ...
1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com
Thank You!
Kiersted Systems, LP
Linda ...
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kCura Relativity - Lunch and Learn with Kiersted

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Lunch and Learn Slides - October 27th - kCura Relativity Updates and Features - Event Handlers and Customized Relativity Environment by Kiersted

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kCura Relativity - Lunch and Learn with Kiersted

  1. 1. Welcome to Our Guests Bryant Park Hotel | New York, NY Relativity Lunch & Learn – October 27th, 2015 Radically Efficient e-Discovery E-Discovery | Forensics | Matter Management | Corporate Legal Consulting Relativity Lunch and Learn Event 1301 Fannin Street, Suite 750, Houston, TX,77002 | 713-739-7789 | www.kiersted.com 1
  2. 2. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 2
  3. 3. 1. Introduction 2. kCura’s  Relativity  Fest  Updates  from  2015 3. Relativity - Key Features and Updates 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupe; 5. Kiersted Proprietary Technology: Direct; CrossCode 6. Q&A and Concluding Remarks 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 3 Agenda - Relativity Lunch and Learn – Bryant Park Hotel
  4. 4. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 4 1. Introduction: Electronic Discovery Reference Model
  5. 5. Mainframes & Storage Servers PCs & WorkstationsCDs & DVDs Tapes Solid State StoragePrinter Copier Fax Machine IP Telephone iPods/Mp3 players Removable Disks Recycle Bin Voicemail Email PDAs & Cell PhonesiPads/tablets 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 5 1. Introduction: Weapons of Mass Disclosure Notebooks
  6. 6. Undertake to implement the FRCP changes in a consistent and uniform way regarding: • Case Management (early and meaningful meet and confers, requesting in-person Rule 16 conferences; requesting conferences in advance of motion practice) • Discovery (serving discovery early, eliminating the use of general objections, withholding information based upon clearly stated and specific objections) • Proportional preservation and discovery (developing a defensible and documented plan; using the meet and confer process to reach agreements on scope) • Sanctions (implementing reasonable preservation guidelines/tools/practices to take terminating sanctions off the table) 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 6 1. Introduction: Be Prepared for the Upcoming Changes to FRCP
  7. 7. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 7 2. kCura’s Relativity Fest Updates from 2015
  8. 8. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 8 2. kCura’s Relativity Fest Updates from 2015
  9. 9. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 9 2. kCura’s Relativity Fest Updates from 2015
  10. 10. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 10 2. kCura’s Relativity Fest Updates from 2015
  11. 11. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 11 2. kCura’s Relativity Fest Updates from 2015
  12. 12. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 12 2. kCura’s Relativity Fest Updates from 2015
  13. 13. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 13 3. Relativity – Key Features and Updates
  14. 14. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 14 3. Relativity – Key Features and Updates
  15. 15. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 15 3. Relativity – Key Features and Updates
  16. 16. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 16 3. Relativity – Key Features and Updates
  17. 17. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 17 3. Relativity – Key Features and Updates
  18. 18. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 18 3. Relativity – Key Features and Updates
  19. 19. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 19 3. Relativity – Key Features and Updates
  20. 20. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 20 3. Relativity – Key Features and Updates
  21. 21. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 21 3. Relativity – Key Features and Updates
  22. 22. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 22 3. Relativity – Key Features and Updates
  23. 23. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 23 3. Relativity – Key Features and Updates
  24. 24. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 24 3. Relativity – Key Features and Updates
  25. 25. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 25 3. Relativity – Key Features and Updates
  26. 26. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 26 3. Relativity – Key Features and Updates
  27. 27. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 27 3. Relativity – Key Features and Updates
  28. 28. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 28 3. Relativity – Key Features and Updates
  29. 29. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 29 3. Relativity – Key Features and Updates
  30. 30. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 30 3. Relativity – Key Features and Updates
  31. 31. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 31 3. Relativity – Key Features and Updates
  32. 32. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 32 3. Relativity – Key Features and Updates
  33. 33. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 33 3. Relativity – Key Features and Updates
  34. 34. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 34 3. Relativity – Key Features and Updates
  35. 35. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 35 3. Relativity – Key Features and Updates
  36. 36. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 36 3. Relativity – Key Features and Updates
  37. 37. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 37 3. Relativity – Key Features and Updates
  38. 38. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 38 3. Relativity – Key Features and Updates
  39. 39. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 39 3. Relativity – Key Features and Updates
  40. 40. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 40 3. Relativity – Key Features and Updates
  41. 41. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 41 3. Relativity – Key Features and Updates
  42. 42. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 42 3. Relativity – Key Features and Updates
  43. 43. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 43 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Familiar Questions? • Who coded this field? • Which layout was used? • Who overturned this coding? When did this happen?! • Where are all the docs we coded last week? • Why  don’t  these  Privileged  docs  have  Attorney’s  Notes? • How fast are we going? How can I show that?
  44. 44. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 44 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Why  can’t  I  answer  these  questions?!?!  How  did  this  Happen?!?! Most web sites use form validation to prevent bad user input • No Real Time Feedback • Bad User Input • No Form Validation • Limited Audit Capability • No Fielded Data
  45. 45. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 45 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • What’s  “Bad  Input”? • Used the wrong Layout • Privilege without privilege type • Responsive….without  responsive reason • Didn’t  include  initials  in  notes • Didn’t  follow  issue  tagging  guidelines
  46. 46. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 46 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Form Validation • We’ve  all  seen  this  on  the  Web • Make sure specific rules are followed • User  can’t  proceed  without  required  input
  47. 47. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 47 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Enter Event Handlers • Programmable Rules in Relativity • Perfect for form validation: Stops bad input in its tracks! Keeps workflows intact • Also have lots of other uses
  48. 48. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 48 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Programmable?! Like with Code?! • Yes...mostly. • kCura released Event Handler Express with Relativity 9.2 • Does form validation and you should use it…if  you’re  not • However,  doesn’t  cover  many  useful  capabilities
  49. 49. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 49 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Custom Event Handlers • Kiersted has full-time, on-site developers who specialize in this type of coding. • We’ve  created  dozens  of  custom  solutions  using  this  powerful   technology. • “You  can  basically  do  anything.”  – (Christopher Dyroff)
  50. 50. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 50 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Simple Custom Examples • First Coded / Last Coded • Auto-Set  the  “Reviewed”  value • Enforce the Correct Layout • Enforce Issue Consistency • Tree Structure Coding • Next Doc in Batch
  51. 51. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 51 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Advanced (Fun) Custom Examples • Dynamic Layouts • Colored HTML fields for custom alerts • Send an email • Log to an object for administrators • Integrate with another system
  52. 52. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 52 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Why are Event Handlers So Powerful? • Lowers Risk • Provide Constant Intervention • Enforcing Case Logic • Creating Efficiencies • Reward Planning and Workflow
  53. 53. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 53 4. Cost Savings Strategies: Event Handlers; Threads; Near Dupes • Top Recommendation for Event Handler Usage • Coded By, Coded On, Coded Choice • “Watch”  fields  of  interest • Log user activity to Fielded Data • Activity can then be: Visualized Searched On Aggregated (New Pivot!)
  54. 54. An  “email  thread”  is  a  group  of  emails  sent  between   correspondents, making it possible to keep track of an email conversation. • Threading allows systems to group emails together for each conversation • Viewers can easily see the order of each email in a chain and: Identify which emails are inclusive Identify duplicative emails Possibly identify missing emails from a thread 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 54 4. Using e-Discovery Technology: Email Threading • What is an Email Thread?
  55. 55. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 55 4. Using e-Discovery Technology: Email Threading • Example
  56. 56. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 56 4. Using e-Discovery Technology: Email Threading • Process How is an Email Thread created? • Index creation: A specialized index is created using email text, selected email metadata, and attachment information • Text compare: Email text and metadata are compared in order to identify which emails are entirely encompassed by others • Attachment Consideration: Attachment information is also used to identify inclusive emails
  57. 57. Email threading results in fielded information that can be used in any document review system. • Thread Group ID: Used to group individual emails into a thread • Order ID: The order in which the email appears in the thread • Inclusive email identification 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 57 4. Using e-Discovery Technology: Email Threading • What You Get
  58. 58. • Inclusive emails contain the most complete prior message content, regardless of their location in an email chain • A standalone email with no replies or forwards is, by definition, inclusive • The last email in a thread is also, by definition, inclusive • An email that contains unique attachments is inclusive, regardless of its’  location 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 58 4. Using e-Discovery Technology: Email Threading • Inclusive Emails
  59. 59. • Greatly increases reviewer speed • Greatly increases reviewer accuracy • Can reduce the number of emails reviewed 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 59 4. Using e-Discovery Technology: Email Threading • Why  It’s  Useful
  60. 60. Email threading allows users to: • Easily see the order of the email in a thread • Identify inclusive emails • Identify missing emails from a thread • Identify duplicative emails 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 60 4. Using e-Discovery Technology: Email Threading • Why  It’s  Useful
  61. 61. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 61 4. Using e-Discovery Technology: Email Threading • Suggested Workflows Inclusive Email Review: • Batch only inclusive email • Propagate coding to family members • Suppress non-inclusive • Coding calls can be applied to threads for production
  62. 62. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 62 4. Using e-Discovery Technology: Email Threading • Suggested Workflows Entire Thread Review: • Batch all documents • Ensure that threads are batched together, inclusive appearing first • Coding propagation: Families only
  63. 63. • Batching criteria • Reviewer thread view • Coding propagation • Related items view 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 63 4. Using e-Discovery Technology: Email Threading • Workspace Features
  64. 64. A near duplicate is a document that is similar to another, typically a different version of the same document. Examples: • Document Drafts • Contract / Agreements • Leases • Reports 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 64 4. Using e-Discovery Technology: Near Duplicates
  65. 65. What is Near De-Duplication, and how is it done? Near de-duplication is a process that determines near duplicates using a document’s  textual  content  rather  than its file properties, such as MD5 Hash or SHA-256 Hash. • Near duplicates are identified based on the electronically extracted text of each document • The extracted document text is used to create a specialized index • By comparing text, a group of documents is identified by the following criteria: • A defined amount of the text is similar • The similar text appears in the same order 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 65 4. Using e-Discovery Technology: Near De-Duplication
  66. 66. • Near De-Duplication results in fielded information that can be used in any document review system • Near Duplicate group ID: Used to group Near Duplicates • Textual Near Duplicate Principal: The ‘anchor’  document  of the group, which contains the largest amount of text • Similarity: Percentage of likeness of the document to the Principal 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 66 4. Using e-Discovery Technology: Near De-Duplication • What You Get
  67. 67. • Greatly increases reviewer speed • Greatly increases reviewer accuracy • Ensures document coding consistency • Enables analysis using the Relativity Compare tool: Creates a view that compares the extracted text of two specified documents and highlights the differences 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 67 4. Using e-Discovery Technology: Near De-Duplication • How  it’s  Useful
  68. 68. • Batching criteria • Near duplicate related items view • Coding propagation • Document compare tool 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 68 4. Using e-Discovery Technology: Near De-Duplication • Value
  69. 69. • Cost: Reduces the overall cost of the review • Speed: Reduces the amount of review time spent • Accuracy: Improves accuracy of coding decisions 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 69 4. Using e-Discovery Technology: Near De-Duplication • Valuable for ALL Document Reviews
  70. 70. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 70 4. Using e-Discovery Technology: Near De-Duplication Use technology such as Email Threads and Near De-Dupe to reduce cost and risk: • Less time, work and cost associated with the overall e-Discovery and document review process • Use of proven and industry-leading technology tools that identify relevant documents faster • Reduced risk of inadvertent production of privileged materials
  71. 71. Kiersted has developed proprietary tools to reduce costs and create efficiencies: a) Direct b) Cross-Code c) Customized Relativity Environment 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 71 5. Kiersted Proprietary Technology: Direct; CrossCode; Customized Relativity
  72. 72. • Technology Assisted Search • Improve keyword searching Techniques to more accurately filter data • Easily create and execute large search lists in real-time • Prepare for Meet & Confer – become familiar with overall data population 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 72 5. Kiersted Proprietary Technology: Early Case Assessment (ECA)
  73. 73. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 73 5. Kiersted Proprietary Technology: CrossCode • Transfers document coding across projects • Completely automated • Searchable: use for batching, bulk coding • Persistent: maintain the coding even after the project has been deleted
  74. 74. • Full-time, dedicated development staff • Certified project management • Customized solutions (Direct, Cross-code) • Leverage/develop event handlers • kCura Relativity Best in Service status 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 74 5. Kiersted Proprietary Technology: Customized Relativity Environment Making Review and Relativity Better
  75. 75. • Customized Reporting Available • Reports generated on various metrics such as: Total Use Time Views Edits (Per Hour; Per Day) Propagation Overturn Rates 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 75 5. Kiersted Proprietary Technology: Customized Relativity Environment Making Review and Relativity Better
  76. 76. Any Questions? • Relativity Updates • Relativity Features • Event Handlers; Threads; Near Duplicate Detection • Kiersted Direct Closing Remarks: • Be prepared for Changes to FRCP scheduled for December 2015 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 76 6. Concluding Remarks
  77. 77. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 77 6. Concluding Remarks
  78. 78. Questions? Comments? 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com 78 6. Concluding Remarks
  79. 79. 1301 Fannin Street, Suite 750, Houston, TX, 77002 | 713-739-7789 | www.kiersted.com Thank You! Kiersted Systems, LP Linda Gordon, Sales 1301 Fannin, Suite 750 Houston, Texas 77022 (713) 739-7883 ext. 310 www.kiersted.com 79

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