Project ManagementTools for E-Discoveryand Litigation SupportTwo Firms Share Their Experience Designing andImplementing Pr...
Panelists Steven Clark, Director of Litigation Support, Lathrop &Gage Guy Wiggins, Director of Practice Management, Kell...
Background Initial Objectives Track and document client-related work Gain better visibility into firm needs & staff wor...
Background Getting Started Identified goal(s) and what was important Sketched out what the tool should do Detailed the...
Overview of Current System Functionality of the Current System Mechanism to capture complete record of client-based work...
Lathrop & Gage OverviewTrackMattersTrackTasksTrackActivityOtherConcerns
Lathrop & Gage OverviewComplete “Lifecycle” of a Matter…MatterInfo.CaseTeamMembersTasksActivityMediaDeliveriesDataStorage
Vision for Future Plans for Additional Functionality Integration with other firm applications Email (MS Outlook) Time ...
Kelley Drye & Warren Overview System Started with a Simple Form to ManageProductions Expanded to Track all Document Load...
Background Initial Objectives Reduce risk and errors around productions Create a central database of production specs ...
Functionality of ProductionForm Form captures all information required for a production, Project Managerassigns tasks, at...
Kelley Drye & Warren Overview
Kelley Drye & Warren Overview
Kelley Drye & Warren OverviewExample of a simpleOOTB SharePoint Alert
Data Loading Form Initial Objectives Make more user friendly – goal is to have attorneys fill this out Reduce risk and ...
Functionality of DocumentLoading Form Form Captures All Requests to Add Data to Any of Our Systems, IncludingConcordance,...
Loading Request Form
Loading Request Form Details
Loading Request Alert
Vision for Future Plans for Additional Functionality Integration with other firm applications Email (MS Outlook) Time ...
Tips for Getting Started Start Small – Solve a Pressing Problem Define the Problem You are Trying to Address Prioritize...
Q&A
Upcoming SlideShare
Loading in …5
×

Project Management Tools for E-Discovery and Litigation Support

1,078 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,078
On SlideShare
0
From Embeds
0
Number of Embeds
89
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Project Management Tools for E-Discovery and Litigation Support

  1. 1. Project ManagementTools for E-Discoveryand Litigation SupportTwo Firms Share Their Experience Designing andImplementing Project Management Tools ForE-Discovery and Litigation Support
  2. 2. Panelists Steven Clark, Director of Litigation Support, Lathrop &Gage Guy Wiggins, Director of Practice Management, KelleyDrye & Warren
  3. 3. Background Initial Objectives Track and document client-related work Gain better visibility into firm needs & staff workload Creation of centralized “knowledge bank” Lay foundation for increased scalability Selection of Platform Criteria Web-based (Truly) Customizable Few obstacles to “buy in” Cost Options “Lit Support” specific tools Create your own market
  4. 4. Background Getting Started Identified goal(s) and what was important Sketched out what the tool should do Detailed the points/fields that needed to be captured
  5. 5. Overview of Current System Functionality of the Current System Mechanism to capture complete record of client-based workMatters Tasks ActivityCase Team Members Type/Name Application/Tool UtilizedOffice Date Requested/Due/Complete Details of Work PerformedNotes/Description Description Reference Files/DocumentsData Storage Reference Files/Documents Time SpentMedia Deliveries/DetailsAssigned ToStatus Track other department responsibilities (assets, applications, litholds) Benefits Transparency of workload/service levels Full reporting/administrative dashboard Permanent (and published) record Collaboration & accountability
  6. 6. Lathrop & Gage OverviewTrackMattersTrackTasksTrackActivityOtherConcerns
  7. 7. Lathrop & Gage OverviewComplete “Lifecycle” of a Matter…MatterInfo.CaseTeamMembersTasksActivityMediaDeliveriesDataStorage
  8. 8. Vision for Future Plans for Additional Functionality Integration with other firm applications Email (MS Outlook) Time Capture (Elite) Increased exposure and interaction with non-Lit Supportmembers of the firm Embedded forms/reports for “public” consumption Developed workflows to increase efficiencies Expansion of User Base Dashboard and tailored reporting created for Firmmanagement (Chair of Lit., COO, CIO) Possible for Dept./Practice leaders
  9. 9. Kelley Drye & Warren Overview System Started with a Simple Form to ManageProductions Expanded to Track all Document Load Requests Two Different Forms/Lists in SharePoint Would be nice to have one integrated database
  10. 10. Background Initial Objectives Reduce risk and errors around productions Create a central database of production specs Educate attorneys on production specs Gain better visibility into firm needs & staff workload Creation of centralized “knowledge bank” Improve workflow communications Selection of Platform - SharePoint No cost – we were already using it Almost no programming required Very quick and easy to build basic “workflow lite” tool
  11. 11. Functionality of ProductionForm Form captures all information required for a production, Project Managerassigns tasks, attorney and analyst are notifiedMatters Tasks ActivityDatabase Type/Name Attorney certifies QCOffice Date Requested/Due/Complete Alerts notify attorneyNotes/Description Description Reference Files/DocumentsReference Files/DocumentsMedia Deliveries/DetailsAssigned ToStatus Benefits Form educates attorneys on all production specs Certification requirement by attorney improves QC and reduces risk Transparency of workload/service levels Permanent (and published) record Collaboration & accountability
  12. 12. Kelley Drye & Warren Overview
  13. 13. Kelley Drye & Warren Overview
  14. 14. Kelley Drye & Warren OverviewExample of a simpleOOTB SharePoint Alert
  15. 15. Data Loading Form Initial Objectives Make more user friendly – goal is to have attorneys fill this out Reduce risk and errors around data loads Educate attorneys on e-discovery specs Gain better visibility into firm needs & staff workload Creation of centralized “knowledge bank” Improve workflow communications Development Effort – not as OOTB More programming to build web form (could be done withInfoPath – we used aspx) More sophisticated alerts also required programming
  16. 16. Functionality of DocumentLoading Form Form Captures All Requests to Add Data to Any of Our Systems, IncludingConcordance, CaseMap, TextMap Designed to be Client Facing – Attorneys Fill Out the Form Information From Form Kicks Off Alerts and Workflow Matters Tasks ActivityClient/Matter StatusDatabase Type/Name Analyst is notifiedOffice Date Requested/Due/Complete Alerts notify attorney ofstatusNotes/Description Description Reference Files/DocumentsData size Reference Files/DocumentsMedia Deliveries/DetailsAssigned To Benefits Form educates attorneys on all loading requirements specs Transparency of workload/service levels Permanent (and published) record Collaboration & accountability – workflow lite
  17. 17. Loading Request Form
  18. 18. Loading Request Form Details
  19. 19. Loading Request Alert
  20. 20. Vision for Future Plans for Additional Functionality Integration with other firm applications Email (MS Outlook) Time Capture (Aderant) Create reports to capture and analyze metrics Integrate the different lists into one system Will wait until SharePoint 2010 – MOSS is not veryrelational Create KPI’s and a better dashboard for Lit SupportManagers
  21. 21. Tips for Getting Started Start Small – Solve a Pressing Problem Define the Problem You are Trying to Address Prioritize Your Needs Seek Staff Input/Wish Lists Relax…
  22. 22. Q&A

×