The document discusses the advancement of document retrieval technology from paper filing systems to modern digital systems using large computer networks and storage capacities. It describes how outsourcing document retrieval services to specialized companies has grown significantly as the technology has improved, allowing law firms and departments to improve efficiency and handle larger document volumes. Key questions to ask potential document retrieval service providers relate to their technology infrastructure, how they utilize technology to provide fast, secure access to documents digitally, and how they ensure regulatory compliance and backup storage of documents.
Controlling The Cost Of Discovery In A Digital Age.DocDavid Haines
This document discusses strategies for controlling costs associated with the discovery process in litigation. It notes that discovery is often the most expensive part of a case. It recommends forming the basis for accountability and cost control by having proper document retention, identification, collection, and workflow processes. It also suggests assessing the efficiency of your discovery process by estimating costs based on factors like the parties involved and missing facts. Finally, it recommends managing document workflow during discovery and assembling the right discovery response team to help control costs.
Is Your Business at Risk? Document Management Facts & Aspects - Whitepaper By...Jone Smith
The document discusses three key aspects of document management: the risks of inefficient document management, how outsourcing can provide high returns, and best practices for outsourcing. It notes that paper documents are prone to failures like being misfiled, lost, or damaged, and that inefficient in-house processes limit decision-making and increase costs and liability risks. Outsourcing to experts can improve processes, accelerate change, and provide cost-effective access to new technologies. However, the best approach is to outsource less complex processes first before more complex ones, and to consider a shared risk/reward model between the organization and provider. Case studies demonstrate how outsourcing improved processing volumes, costs, compliance and customer satisfaction for various
Complete Guide to Technology for Lawyers and Law Firms - Legodesk. Ways Technology Can Help Lawyers Win Cases - 1. Increased Transparency, 2. Case Digitization, 3. In-Depth Research, 4. High-Tech Litigation.
You can find more information about the Technology for Lawyers and Law Firms in here our blog https://legodesk.com/blog/legal-practice/importance-of-legal-technology/
Imprima is pleased to present How AI is changing legal due diligence, published in association with Mergermarket. With the introduction of artificial intelligence to the legal sector over the past few years, this technology has been gradually changing the way that legal due diligence is conducted.
Exploring these trends, Mergermarket, on behalf of Imprima, spoke with five experts from the fields of law and technology to share their insights on the day-to-day use of artificial intelligence in legal due diligence processes and how this might continue to develop.
Points of discussion include:
• Software solutions have allowed for greater efficiency in legal due diligence processes. Typical pain points associated with legal due diligence include the amount of time needed to both compile and review countless documents. AI can prove a useful tool to help streamline this process. However, there are limits to what current technologies can achieve.
• Emerging AI technology is met with increasing enthusiasm. Law firms are showing willingness to adopt AI processes into their practices. While this is not yet universal, some clients are beginning to expect law firms to use tech-enabled processes and be able to offer innovative solutions.
• Is AI causing permanent changes to the legal workforce? While the fears that AI technology would automate job roles, and lead to mass redundancies in legal firms proved unfounded, it is true that adoption of these technologies could lead to major changes in the legal sector. It is unlikely that the need for new lawyers will ever be fully eliminated – rather that the nature of their work may change, as AI technologies allow lawyers to shift their focus to higher-value work.
Did you know? The litigation software tools and business of law software tools have been combined into a single software division headquartered in our new Software Center of Excellence in Raleigh, NC. These slides were part of the presentation by the top LexisNexis software executive, Michael Lipps, at ILTA 2014. In it he maps what LexisNexis sees as top 5 technology trends in the legal community against a number of product updates in the software portfolio.
Leveraging eDiscovery Data in Legal Practice with Logikcull
Use cutting-edge technology to reveal important facts in your cases.
Tuesday, August 07, 2018 | 11 a.m. PT | 2 p.m. ET
Law firms are drowning in data.
Discovery data can come from clients, opposing counsel, government agencies, and interested parties. How are you supposed to find anything in a mess of paper, emails, copies of emails, and PDFs?
To sort through the clutter, law firms of all sizes are turning to a new class of technology and automation to quickly and easily convert, sort, search, and highlight important facts hidden behind walls of text.
Does your firm need help sorting fact from fiction?
Join Joshua Lenon, Clio’s Lawyer in Residence, along with Robert Hilson of Logikcull, a cloud-based eDiscovery software solution, and a panel of attorneys as they show how lawyers are revolutionizing their discovery practices—and building more competitive, profitable firms—through automation.
In this 1-hour webinar, you’ll learn how to:
How legal industry changes have created new discovery challenges and opportunities
How automation helps growing practices control the flow of data
How to leverage technology for a strategic advantage
How to use Clio and Logikcull’s integrated eDiscovery functionality
Logikcull is a Diamond Sponsor of the 2018 Clio Cloud Conference in New Orleans. Get your passes today!
Rowan-Cabarrus Community College implemented DocuSign to digitize their financial document approval and signing processes. This improved processing times by 80%, increased staff efficiency by 75%, and reduced errors by 40%. DocuSign provided secure digital workflows that streamlined routing and approval of documents like travel authorizations and expense reimbursements. Other departments also began using DocuSign, resulting in additional efficiencies throughout the organization.
Controlling The Cost Of Discovery In A Digital Age.DocDavid Haines
This document discusses strategies for controlling costs associated with the discovery process in litigation. It notes that discovery is often the most expensive part of a case. It recommends forming the basis for accountability and cost control by having proper document retention, identification, collection, and workflow processes. It also suggests assessing the efficiency of your discovery process by estimating costs based on factors like the parties involved and missing facts. Finally, it recommends managing document workflow during discovery and assembling the right discovery response team to help control costs.
Is Your Business at Risk? Document Management Facts & Aspects - Whitepaper By...Jone Smith
The document discusses three key aspects of document management: the risks of inefficient document management, how outsourcing can provide high returns, and best practices for outsourcing. It notes that paper documents are prone to failures like being misfiled, lost, or damaged, and that inefficient in-house processes limit decision-making and increase costs and liability risks. Outsourcing to experts can improve processes, accelerate change, and provide cost-effective access to new technologies. However, the best approach is to outsource less complex processes first before more complex ones, and to consider a shared risk/reward model between the organization and provider. Case studies demonstrate how outsourcing improved processing volumes, costs, compliance and customer satisfaction for various
Complete Guide to Technology for Lawyers and Law Firms - Legodesk. Ways Technology Can Help Lawyers Win Cases - 1. Increased Transparency, 2. Case Digitization, 3. In-Depth Research, 4. High-Tech Litigation.
You can find more information about the Technology for Lawyers and Law Firms in here our blog https://legodesk.com/blog/legal-practice/importance-of-legal-technology/
Imprima is pleased to present How AI is changing legal due diligence, published in association with Mergermarket. With the introduction of artificial intelligence to the legal sector over the past few years, this technology has been gradually changing the way that legal due diligence is conducted.
Exploring these trends, Mergermarket, on behalf of Imprima, spoke with five experts from the fields of law and technology to share their insights on the day-to-day use of artificial intelligence in legal due diligence processes and how this might continue to develop.
Points of discussion include:
• Software solutions have allowed for greater efficiency in legal due diligence processes. Typical pain points associated with legal due diligence include the amount of time needed to both compile and review countless documents. AI can prove a useful tool to help streamline this process. However, there are limits to what current technologies can achieve.
• Emerging AI technology is met with increasing enthusiasm. Law firms are showing willingness to adopt AI processes into their practices. While this is not yet universal, some clients are beginning to expect law firms to use tech-enabled processes and be able to offer innovative solutions.
• Is AI causing permanent changes to the legal workforce? While the fears that AI technology would automate job roles, and lead to mass redundancies in legal firms proved unfounded, it is true that adoption of these technologies could lead to major changes in the legal sector. It is unlikely that the need for new lawyers will ever be fully eliminated – rather that the nature of their work may change, as AI technologies allow lawyers to shift their focus to higher-value work.
Did you know? The litigation software tools and business of law software tools have been combined into a single software division headquartered in our new Software Center of Excellence in Raleigh, NC. These slides were part of the presentation by the top LexisNexis software executive, Michael Lipps, at ILTA 2014. In it he maps what LexisNexis sees as top 5 technology trends in the legal community against a number of product updates in the software portfolio.
Leveraging eDiscovery Data in Legal Practice with Logikcull
Use cutting-edge technology to reveal important facts in your cases.
Tuesday, August 07, 2018 | 11 a.m. PT | 2 p.m. ET
Law firms are drowning in data.
Discovery data can come from clients, opposing counsel, government agencies, and interested parties. How are you supposed to find anything in a mess of paper, emails, copies of emails, and PDFs?
To sort through the clutter, law firms of all sizes are turning to a new class of technology and automation to quickly and easily convert, sort, search, and highlight important facts hidden behind walls of text.
Does your firm need help sorting fact from fiction?
Join Joshua Lenon, Clio’s Lawyer in Residence, along with Robert Hilson of Logikcull, a cloud-based eDiscovery software solution, and a panel of attorneys as they show how lawyers are revolutionizing their discovery practices—and building more competitive, profitable firms—through automation.
In this 1-hour webinar, you’ll learn how to:
How legal industry changes have created new discovery challenges and opportunities
How automation helps growing practices control the flow of data
How to leverage technology for a strategic advantage
How to use Clio and Logikcull’s integrated eDiscovery functionality
Logikcull is a Diamond Sponsor of the 2018 Clio Cloud Conference in New Orleans. Get your passes today!
Rowan-Cabarrus Community College implemented DocuSign to digitize their financial document approval and signing processes. This improved processing times by 80%, increased staff efficiency by 75%, and reduced errors by 40%. DocuSign provided secure digital workflows that streamlined routing and approval of documents like travel authorizations and expense reimbursements. Other departments also began using DocuSign, resulting in additional efficiencies throughout the organization.
DTI White Paper - WHY MOVING TO MANAGED SERVICES NOW MAKES SENSEJessop Fowler
If you’ve not recently reviewed a “Managed Services Model”, I encourage you to do so, leaving traditional discovery practices behind. The traditional model is a Data Security nightmare and will cost you sooner than later. Recent increases in the costs and risks associated with data breaches at major law firms are forcing corporate legal departments to reevaluate how their discovery is handled. Corporations are now discovering the old way of doing things is extremely inefficient, risky and expensive for companies routinely involved in litigation.
What do you have to lose?
• Control - By allowing individual law firms to manage the process, corporations are allowing their data to be moved to various locations, which is incredibly difficult to control.
• Security - There is no way of properly vetting the security of the data if the outside law firm is controlling where the company’s data goes.
• Money - Corporations lose out on the ability to consolidate the work with a dedicated, outsourced provider, as well as the negotiation power of volume-based discounts for the work.
By freeing themselves from this traditional model and turning to a managed service model, corporations can engage a third-party provider to create a discovery management program – saving your legal department time, risk and money.
This is a sample of the slides from one of the classes in Tech in Law Practice for the Digital Lawyering Program at the University of Dayton School of Law. I teach these classes online for the students and we also engage in different assignments through a virtual law firm simulation. The students have access to a number of cloud-based practice management systems to get hands-on experience. I'm using the frameworks in Marc Lauritsen's book, Lawyer's Guide to Working Smarter with Knowledge Tools and Richard Susskind's End of Lawyers? as well as materials from my own books and other podcasts and videos from experts.
The document summarizes a CLE presentation on the winning case for online document management. It introduces Christopher T. Anderson from LexisNexis Firm Manager and Dan Barahona from WatchDox who will be presenting. It provides brief biographies on each presenter, including their relevant experience and roles at their respective companies. The document then outlines several topics that will be covered in the presentation related to online document management, data security, ownership and expectations.
An exciting case study revealing how DocuSign has helped Kayak- one of the world's most trusted travel websites- reduce contract cycle time from 2 weeks to 6 hours!
Overcoming Alice - Guidelines for Inventors of Computer-Based InventionsPatterson Thuente IP
What is patentable subject matter?
Successful software claiming strategies.
Suggested best practices for drafting applications.
Suggested best practices for drafting claims.
What can be patented?
Learning to Thrive as a Tech-Savvy Lawyer by Nehal MadhaniNehal Madhani
Nehal Madhani, attorney and now CEO of Alt Legal, discusses technologies that lawyers can use to make their practices simpler, more efficient, and more profitable.
A presentation stemming from a CLE webinar by Todd C. Scott of Minnesota Lawyers Mutual Insurance Company, which provides fantastic tips to minimize the risk of law firm malpractice. See the last slide for the next CLE Webinar on June 16, 2015
This presentation stems from a CLE webinar on organizing, analyzing and presenting the key pieces of electronically stored information. How can you pull it all together—without pulling out your hair? Get tips, techniques and best practices at this information-packed and practical Webinar presented by three specialists in case analysis techniques and litigation technology.
Increase your productivity with intuitive & easy legal case management software. Manage clients, cases, matters, tasks, documents & invoicing with Legodesk Legal Case Management Software in 2021.
Start your free trial now - https://legodesk.com
Lessons learned from experience
Given the rapid development of legal technology in recent years, it can be difficult to keep up with what's available and what's suitable for use within the legal profession.
Balancing different services—and ensuring minimal overlap—is also crucial to ensuring your purchasing decisions give the most value to your business.
Date: Tuesday, March 20, 2018
Time: 11 a.m. PT | 2 p.m. ET
Join Joshua Lenon, Clio’s Lawyer in Residence, as he shares how to evaluate and plan a comprehensive legal technology approach for your practice. In this 1-hour session, you'll learn about:
- Ethical and business considerations to take into account.
- Resources for vetting legal technology services.
- Lessons learned from Clio's experience working with law firms, bar associations, and courts over the last 10 years.
Maintaining Productivity in a Remote Working Environment
Join the ABA & Clio for this Innovate Legal Virtual Meetup to learn best practices and tools for working efficiently and effectively from home.
Learn how you can keep your practice productive, even if your office is closed due to COVID-19.
If the COVID-19 crisis has forced you and your colleagues to start working from home for the foreseeable future, you’re not alone—and there are strategies and tools you can use to ensure that your firm remains productive during this time. In this live virtual meetup, our panel of experts will answer your remote working questions and share their guidance on the following topics:
Being an effective remote manager and supervising attorney
Focusing in the midst of distractions
Measuring KPIs beyond the firm’s to-do list
Tips for selecting the appropriate form of communication
Documenting repeatable processes
https://landing.clio.com/remote-productivity-meetup.html
Defining a Legal Strategy ... The Value in Early Case AssessmentAubrey Owens
Early Case Assessment provides the framework for litigators to identify and analyze electronically stored information in response to a litigation hold and.or discovery request.
Ready to send the world’s mostexpensive email? Avoid a million-dollar mistake by understanding the rules of CASL with this overview of Canada's version of the CAN SPAM Act. Designed for law firm marketing, this presentation is geared to law firm business development, marketing and CRM specialists.
An effective records and information management system can help control e-discovery costs by reducing unnecessary data and easing the collection and review process. Key aspects of a successful RIM program include senior management buy-in, developing a data map and retention policies, implementing classification and retention tools, educating employees, and retiring legacy data through a defensible process. Sound RIM practices can decrease risk and costs by simplifying legal holds, retrieval of critical information, and demonstrating compliance with retention requirements.
Ten steps for early awareness and relevance/non-relevance selectionJeffJohnson442
We are thrilled to share that Quantum authored a feature article for the October 2018 edition of the ACC Docket "Ten steps for early awareness and relevance/non-relevance selection” on page 8.
Law firms and legal departments face congestion and delays in retrieving records that can take months and hurt their cases. This congestion is caused by traditional methods that require staff to chase down custodians and documents. Now, specialized digital document retrieval companies can substantially shorten the records retrieval time to just a few weeks by consolidating the process into just a few steps and using customized technology and trained staff to continuously track and retrieve records. These companies alleviate congestion for law firms by handling all aspects of retrieval including subpoenas, payments, and document organization so that lawyers have instant digital access to complete case files from anywhere.
This document is a resume for Vishal Walujwar, who has over 3 years of experience as a SQL database administrator (DBA). He currently works for Trust Systems and Software as a DBA, where he performs tasks like database backups, maintenance, and replication. He has experience migrating databases from systems like Sybase, Oracle, and Access to SQL Server 2005/2008. He also assists with application and database-related issues, server installation and management, and monitoring disaster recovery sites.
DTI White Paper - WHY MOVING TO MANAGED SERVICES NOW MAKES SENSEJessop Fowler
If you’ve not recently reviewed a “Managed Services Model”, I encourage you to do so, leaving traditional discovery practices behind. The traditional model is a Data Security nightmare and will cost you sooner than later. Recent increases in the costs and risks associated with data breaches at major law firms are forcing corporate legal departments to reevaluate how their discovery is handled. Corporations are now discovering the old way of doing things is extremely inefficient, risky and expensive for companies routinely involved in litigation.
What do you have to lose?
• Control - By allowing individual law firms to manage the process, corporations are allowing their data to be moved to various locations, which is incredibly difficult to control.
• Security - There is no way of properly vetting the security of the data if the outside law firm is controlling where the company’s data goes.
• Money - Corporations lose out on the ability to consolidate the work with a dedicated, outsourced provider, as well as the negotiation power of volume-based discounts for the work.
By freeing themselves from this traditional model and turning to a managed service model, corporations can engage a third-party provider to create a discovery management program – saving your legal department time, risk and money.
This is a sample of the slides from one of the classes in Tech in Law Practice for the Digital Lawyering Program at the University of Dayton School of Law. I teach these classes online for the students and we also engage in different assignments through a virtual law firm simulation. The students have access to a number of cloud-based practice management systems to get hands-on experience. I'm using the frameworks in Marc Lauritsen's book, Lawyer's Guide to Working Smarter with Knowledge Tools and Richard Susskind's End of Lawyers? as well as materials from my own books and other podcasts and videos from experts.
The document summarizes a CLE presentation on the winning case for online document management. It introduces Christopher T. Anderson from LexisNexis Firm Manager and Dan Barahona from WatchDox who will be presenting. It provides brief biographies on each presenter, including their relevant experience and roles at their respective companies. The document then outlines several topics that will be covered in the presentation related to online document management, data security, ownership and expectations.
An exciting case study revealing how DocuSign has helped Kayak- one of the world's most trusted travel websites- reduce contract cycle time from 2 weeks to 6 hours!
Overcoming Alice - Guidelines for Inventors of Computer-Based InventionsPatterson Thuente IP
What is patentable subject matter?
Successful software claiming strategies.
Suggested best practices for drafting applications.
Suggested best practices for drafting claims.
What can be patented?
Learning to Thrive as a Tech-Savvy Lawyer by Nehal MadhaniNehal Madhani
Nehal Madhani, attorney and now CEO of Alt Legal, discusses technologies that lawyers can use to make their practices simpler, more efficient, and more profitable.
A presentation stemming from a CLE webinar by Todd C. Scott of Minnesota Lawyers Mutual Insurance Company, which provides fantastic tips to minimize the risk of law firm malpractice. See the last slide for the next CLE Webinar on June 16, 2015
This presentation stems from a CLE webinar on organizing, analyzing and presenting the key pieces of electronically stored information. How can you pull it all together—without pulling out your hair? Get tips, techniques and best practices at this information-packed and practical Webinar presented by three specialists in case analysis techniques and litigation technology.
Increase your productivity with intuitive & easy legal case management software. Manage clients, cases, matters, tasks, documents & invoicing with Legodesk Legal Case Management Software in 2021.
Start your free trial now - https://legodesk.com
Lessons learned from experience
Given the rapid development of legal technology in recent years, it can be difficult to keep up with what's available and what's suitable for use within the legal profession.
Balancing different services—and ensuring minimal overlap—is also crucial to ensuring your purchasing decisions give the most value to your business.
Date: Tuesday, March 20, 2018
Time: 11 a.m. PT | 2 p.m. ET
Join Joshua Lenon, Clio’s Lawyer in Residence, as he shares how to evaluate and plan a comprehensive legal technology approach for your practice. In this 1-hour session, you'll learn about:
- Ethical and business considerations to take into account.
- Resources for vetting legal technology services.
- Lessons learned from Clio's experience working with law firms, bar associations, and courts over the last 10 years.
Maintaining Productivity in a Remote Working Environment
Join the ABA & Clio for this Innovate Legal Virtual Meetup to learn best practices and tools for working efficiently and effectively from home.
Learn how you can keep your practice productive, even if your office is closed due to COVID-19.
If the COVID-19 crisis has forced you and your colleagues to start working from home for the foreseeable future, you’re not alone—and there are strategies and tools you can use to ensure that your firm remains productive during this time. In this live virtual meetup, our panel of experts will answer your remote working questions and share their guidance on the following topics:
Being an effective remote manager and supervising attorney
Focusing in the midst of distractions
Measuring KPIs beyond the firm’s to-do list
Tips for selecting the appropriate form of communication
Documenting repeatable processes
https://landing.clio.com/remote-productivity-meetup.html
Defining a Legal Strategy ... The Value in Early Case AssessmentAubrey Owens
Early Case Assessment provides the framework for litigators to identify and analyze electronically stored information in response to a litigation hold and.or discovery request.
Ready to send the world’s mostexpensive email? Avoid a million-dollar mistake by understanding the rules of CASL with this overview of Canada's version of the CAN SPAM Act. Designed for law firm marketing, this presentation is geared to law firm business development, marketing and CRM specialists.
An effective records and information management system can help control e-discovery costs by reducing unnecessary data and easing the collection and review process. Key aspects of a successful RIM program include senior management buy-in, developing a data map and retention policies, implementing classification and retention tools, educating employees, and retiring legacy data through a defensible process. Sound RIM practices can decrease risk and costs by simplifying legal holds, retrieval of critical information, and demonstrating compliance with retention requirements.
Ten steps for early awareness and relevance/non-relevance selectionJeffJohnson442
We are thrilled to share that Quantum authored a feature article for the October 2018 edition of the ACC Docket "Ten steps for early awareness and relevance/non-relevance selection” on page 8.
Law firms and legal departments face congestion and delays in retrieving records that can take months and hurt their cases. This congestion is caused by traditional methods that require staff to chase down custodians and documents. Now, specialized digital document retrieval companies can substantially shorten the records retrieval time to just a few weeks by consolidating the process into just a few steps and using customized technology and trained staff to continuously track and retrieve records. These companies alleviate congestion for law firms by handling all aspects of retrieval including subpoenas, payments, and document organization so that lawyers have instant digital access to complete case files from anywhere.
This document is a resume for Vishal Walujwar, who has over 3 years of experience as a SQL database administrator (DBA). He currently works for Trust Systems and Software as a DBA, where he performs tasks like database backups, maintenance, and replication. He has experience migrating databases from systems like Sybase, Oracle, and Access to SQL Server 2005/2008. He also assists with application and database-related issues, server installation and management, and monitoring disaster recovery sites.
Intro to OMA GotAPI Open-Source Implementation Supporting Web - Healthcare Us...Device WebAPI Consortium
This presentation introduces GotAPI, an open source framework that enables web applications to access device APIs. It describes GotAPI as a specification from the Open Mobile Alliance (OMA) that provides a design pattern and implementation for user-mediated web app access to local or connected device APIs. Device vendors can use GotAPI to reduce costs and time in developing applications that interwork with smartphones. The presentation provides an overview of GotAPI's design with a device-local web server bridging web apps and API plugins to access device resources and connected devices. It also discusses DeviceConnect and Fujitsu implementations and next steps to develop GotAPI and Device WebAPI plugin APIs for various healthcare devices.
Technology is changing the way lawyers win new business.
Learn about:
• How technology is changing the legal landscape
• Law firm management
• The future of winning new business in a legal space
• The ingredients to creating a winning pitch book
• The software that will assist you in creating winning pitch books quickly
For more information about how pitch management software can help your sales and marketing teams click here: http://www.qorusdocs.com/legal-management-software
Canon for Business - Where paper meets digitalCanon Belgium
This document discusses how organizations can streamline paper-based processes by integrating them with digital workflows. It notes that while digital processes improve efficiency, many organizations still rely on paper documents that cause delays. The document provides questions to help identify areas where paper use creates inefficiencies and presents examples of how scanning, electronic storage and retrieval, and automation can help organizations modernize processes to accelerate performance. It also shares stories of how specific companies realized benefits like faster invoice processing and improved customer service by reducing their reliance on paper.
Streamlining paper processes in a digital world - Canon CEECanon Business CEE
Wherever you are on your journey to process modernisation, we can help you go further.
We can help organizations of all shapes and sizes transform the way they work.
We can work with you to seamlessly integrate paper and digital workflows, automating information capture, storage and distribution to accelerate operational performance.
Forrester Guidance on Digital Transaction Management in Legal DocuSign
This one-page brief highlights the most pertinent information for internal Legal Organizations from a 2015 Forrester Consulting Study.
The DocuSign-commissioned study explores the quickly emerging realm of Digital Transaction Management (DTM). Some 400 business leaders across the planet were surveyed about their own document-intensive processes and how they select and manage technologies. It also covers what they see as the biggest risks of not evolving.
To read the entire study “Digital Transforms The Game of Business: Digital Transaction Management Emerging as Key Solution.” go here: http://dtm.docusign.com/forrester?jumpid=slideshare-forrester-52015
This document discusses how digitizing paper documents and implementing document management systems can streamline workflows and improve productivity. It notes that while digital processes are faster, many organizations still rely on paper documents, which leads to wasted time searching for documents and rekeying data. It then provides questions to help identify areas where digitization could help by reducing processing time, data entry errors, lost documents, difficulty tracking documents, and paper storage space. Examples are given of how scanning technology and document management software can automate workflows by capturing, storing, retrieving and sharing digital documents. Customer testimonials show how these systems have reduced processing times and improved access to information.
Streamlining information and document managementCanon Belgium
This document discusses how digitizing paper documents and implementing document management systems can streamline workflows and improve productivity. It notes that while digital processes are faster, many organizations still rely on paper documents that cause delays. It estimates that information workers spend 7% of their time dealing with paper document problems and 25% of time is wasted on fruitless searches and duplication. The document then provides questions to help identify areas where digitizing documents could help and examples of how organizations have benefited from converting paper processes to digital ones.
Streamlining paper processes in a digital worldCanon Belgium
This document discusses how organizations can streamline paper-based workflows by digitizing documents. It notes that while digital processes improve information flow, many organizations still rely on paper documents that waste employees' time. The document provides questions to help identify areas where paper use is inefficient and offers examples of how scanning technology and document management software can automate document handling, reducing errors, retrieval times and storage costs. Customer testimonials show how these tools have improved processes and saved time and money.
Forrester Guidance on DTM for Procurement FINALDocuSign
The document provides a one-page summary of a 14-page Forrester Consulting study on digital transaction management. It highlights key findings from the study, including that over three-quarters of respondents said DTM is important and the risks of ignoring DTM include lost revenue and becoming uncompetitive. The summary also outlines benefits DTM can provide like reducing errors, cutting costs and processing times, and increasing productivity.
1) The document discusses speed bumps that companies face in adopting advanced technology for document processing, including regulatory headaches, staying compliant, cost control, and meeting service level agreements. It also discusses technology speed bumps such as handling document volume and velocity, validation challenges, and issues with cloud vs. on-premise solutions.
2) It notes that while the technology for automated document processing has matured, many companies have been slow to adopt it due to rigid pricing models from some vendors and challenges upgrading legacy software.
3) However, it suggests the industry is at a critical juncture and companies that take a customer-centric approach with flexible, upgradeable technology will be best positioned to automate document processing and
The document discusses the challenges that financial advisors face with document management, such as time wasted searching for documents and inconsistency across staff. It notes that while digitizing documents provides benefits, simply storing them digitally on servers does not fully address the issues. The document recommends using a document management system specifically designed for financial advisors like Brokerprove, which provides a predefined structure and process to better organize, search for, and access documents.
Legal Project Management: Getting to insight, productivity and resultsKelly Services
With today’s pressure to reduce the cost of litigation while illuminating crucial information, the capture and organization of facts and events require more than legal knowledge or complex technology. They require the skill to assemble knowledge in real time and the capacity to keep teams on the right path.
Your firm needs to be committed to protecting information assets, including personal data and client documents. As a trusted advisor to our clients, the expectation is that we are aware of threats and are guarding their data. Data privacy and information security are fundamental components of doing business today, no matter how large your firm is.
In this paper we will look at three specific ways of protecting our clients:
1. Protection through our ability to research and improve intellectual capital
2. Protection through policies, procedures and processes
3. Protection by securing client data
Speech recognition software can help legal professionals and firms by increasing productivity and reducing costs. It allows lawyers to dictate documents, like briefs and contracts, faster than typing them. This saves substantial time compared to traditional transcription methods. Speech recognition recognition also helps firms attract and retain top talent by enabling a flexible digital work environment.
This document outlines a project plan for researching mobile technology solutions for a medium-sized law firm. It identifies key assets of the firm that need protection, such as client information, case files, employee records, and financial data. The document establishes a hypothesis that it is possible to create a secure mobile environment using cloud computing and applications while protecting confidential data. A research methodology is proposed involving examining other law firms' mobile strategies and vendor options. Risks like network failures, social engineering, and physical threats are analyzed. The timeline involves researching solutions, documenting findings, and making recommendations.
Second Step to Forensic Readiness_ Types and Sources of Digital Evidence.pdfELIJAH
Be prepared for a digital forensic investigation. Learn the types and sources of digital evidence, and how to collect, analyze, and preserve it in a secure manner. Get second step guidance from our experts to ensure your digital forensic readiness.
Finding the right legal process management toolssarahbrown1
This document discusses options for legal teams to manage case and matter management applications, including traditional on-site deployment, server virtualization, internal clouds, external private clouds, and public clouds. It outlines key differences between enterprise/on-site solutions and cloud/software as a service models, including customization options, business models, IT requirements, and costs. Legal teams must evaluate their needs, processes, resources, and long-term plans to determine the best deployment method.
Imprima | How AI is Changing Legal Due DiligenceImprima
Fears that artificial intelligence technology would automate professional jobs and create mass redundancies swept through the legal sector a few years ago – as it did through many professional services industries. While those fears have proved unfounded, AI technology is beginning to change how legal due diligence is conducted.
2. WWW.ALANET.ORG march/april 2010 49
Document retrieval technology has been advancing steadily since the days of
paper-based filing systems. Speed and storage capacity have increased by orders
of magnitude. Storage has evolved from small racks of floppy disks holding a few
megabytes to giant client/server networks holding terabytes and even petabytes.
Ease of use has been transformed; retrieval is simple and fast. Adding a document
to a case file, or auditing a case file, is no longer a tedious process of looking through
rooms full of paper to find the right boxes. It involves only a few minutes of work
at a computer keyboard. Documents are easily shared. Today, in many law firms,
technology has replaced Bankers Boxes with document servers and the wheeled
litigation bag with a laptop.
Advances in document retrieval technology have increased the efficiency of
law firms and law departments who use the technology in-house. But these
same advances have also increased the value of going outside – outsourcing
the entire process of managing documents. Administrators can play key roles
in ascertaining how their organizations manage this critical area.
BY NOEL MIJARES
3. Most law firm leaders now recognize that
they can use state-of-the-art document retrieval
technology to boost the productivity of their litigation
support units (comprising legal administrators, office
managers, paralegals and legal assistants); take on
more business (increase profits); and handle cases
more consistently, accurately and quickly – and,
therefore, close cases faster.
THE GROWTH OF OUTSOURCING
As document retrieval technology became ever more
powerful and popular, law firms started outsourcing
their document management tasks to specialists:
digital document retrieval companies. This trend
began in the late 1970s. It took off in the 1980s
as more and more law firm leaders recognized the
business value.
In the 1990s, outsourcing became even more
popular, as document technology took a giant leap,
from microfiche to scanner. A paralegal, a member
of the litigation support unit, could now physically
retrieve and scan an entire file, versus depending on
what’s on that microfiche and hoping that nobody
left something out.
Some law firm and law department professionals
chose to buy technology directly and use it
in-house. The technology gave them leverage:
higher efficiency. Other firms switched to (or stayed
with) a digital document retrieval company. These
specialist companies added leverage on top of the
technology’s leverage, thanks to the cumulative value
of experience.
In other words, the value was analogous to the
value of hiring an accounting firm or an executive
search firm. Naturally, the people in the outside
company are better at their specialty than their
clients are. But also, they want to remain in the
specialty – their source of income. What legal
administrator wants to remain deeply involved in the
minutiae of document management? What legal
assistant wants to stand at a copy machine all day,
every day?
And for smaller law firms and law departments,
a digital document retrieval company offers
tremendous reserves of manpower; in effect, a law
firm with only four people can have the resources of
100 employees behind it.
After 2000, digital document retrieval companies
grew even faster, as computer technology prices
plummeted. They could offer more availability,
larger document volumes and greater efficiency and
business value.
WHAT THE COMPANIES DO
In the days before the big technology advances, a
law firm or law department had to depend on every
single piece of paper. A litigator might obtain nine
records and be unaware of a tenth record that could
decide a multimillion-dollar case.
So the law firm or legal department had to put
all its boxes of paper somewhere safe – usually
paying fees to a storage company to store them.
When the firm wanted to go back and audit a file, or
retrieve something, or add something, someone had
to go through the process of requesting the file to
be delivered again, and then go through all of those
boxes of paper.
Today, law firms and law departments don’t
have to endure all of that. They can rely on
digital document retrieval companies to manage
hundreds of millions of documents in their servers
and backup storage facilities. These companies
enable their clients – from anywhere and at any
time – to immediately access files that could
be six months old or six years old. Everything
is accessible.
Noel Mijares, President and Chief Executive Officer, UNISOURCE DISCOVERY
An outside document retrieval company can put everything
in order for a law firm’s litigated case: by claim, by plaintiff
name, or by internal file name. But while it does all
these things for the law firm, it also allows the firm to retain control
of its files.
50 LEGAL MANAGEMENT march/april 2010
4. Document retrieval has become a lot more
user-friendly. Today, paralegals at a law firm can log
on to a company’s secure website. There, they can
enter orders, review the status of orders, download
records, archive records and add information to
existing orders.
LITIGATION CASE MANAGEMENT
An outside document retrieval company can put
everything in order for a law firm’s litigated case:
by claim, by plaintiff name, or by internal file name.
But while it does all these things for the law firm, it
also allows the firm to retain control of its files.
Ultimately, such law firms will close cases faster,
and they will do it at minimum cost. Typically,
a law firm or law department that outsources
to a digital document retrieval company will see
immediate savings in operating costs. Outsourcing
document retrieval typically reduces both soft and
hard costs.
Savings in soft costs come from freeing the
staff from less-productive tasks, such as requesting
checks and calling custodians for follow-up. Research
indicates that the typical increase in staff productivity
can be as high as 40 percent. Savings in hard costs
come from the digital document retrieval company’s
ability to consolidate and standardize. For example,
some law firms are paying $20 to $35 to serve a
subpoena, whereas with digital records retrieval, they
are paying one fee for everything.
ASKING GOOD QUESTIONS
Many law firms and law department leaders have
recognized that an outside company, especially
if it owns and properly uses the latest technology,
can offer great business value. You may be
thinking likewise.
• You may be considering a move to outsourcing,
but have not decided whether to go ahead.
• You may have decided to move, but are
considering whether to do it now or later.
• You may have decided on the move and the
schedule, but may not have chosen a company.
In any of these three situations, you can benefit
by asking questions that will shine a spotlight on
the important competitive differences between
companies. It will help you to decide if outsourcing is
right for you at this time, or not. And, if it is, it will
The First Steps to
Presenting Your Plan
You already know you need automated document
retrieval – but the thought of presenting a plan to your
managing partner can be daunting. Solution: Build the
presentation as you go. Follow these seven steps:
1. Estimate the soft savings. Automation and
outsourcing will improve the productivity of your
litigation support unit by up to 40 percent. Plan
how you would reassign people and how you would
modify people’s behaviors. Write it all down. You have
just written the first installment of your presentation.
2. Estimate the hard savings. Automation and
outsourcing can cut your hard-dollar costs (service of
process, retrieval, storage, etc.) by up to 50 percent.
Apply these numbers to your situation. Add the cost
savings to the presentation.
3. Determine the scope. Pilot test or immediate
conversion? One location or all? Why? Explain it all in
the presentation.
4. Identify proven companies. Via web searches and
networking with your fellow administrators, collect
names of established companies.
5. Interview them. Invite them in. Show them
your objectives. Drill them for the wisdom of their
experience. Are your expectations realistic? Ask for
proposals tailored to your firm.
6. Study each proposal. Could the company do
everything well, from start to finish? Interview
employees and clients. Become an expert on what
they offer.
7. Wrap up the presentation. You now have enough
information to finish your presentation. Describe the
situation now, the situation after conversion and
the potential savings. Put it all in quantitative and
analytical terms.
52 LEGAL MANAGEMENT march/april 2010
5. help you to ascertain which company seems
likely to give you the most valuable service at the
best price, while keeping you in control of all of
your records.
Based on my experience in the digital document
retrieval business – including years of listening to
the requests and needs law firm and legal
department managers – I have learned what
matters most in the selection of a company. Ask
the following key questions:
• Technology infrastructure. How current is
the company’s technology infrastructure? Does
the company own (as opposed to rent)
its infrastructure and its IT department? What
are the provisions for reliability, accessibility
and security?
• Use of technology. How well does the
company make use of its technology? How
consistent, fast and accurate is the service? Is
it available 24/7? What types of documents
does the company handle – for example, film
breakdowns that include dates of service,
types of exams, number of films available
and costs? Are all documents available to you
digitally, in real time? How easy is it to add
or share documents?
• Beyond technology. For U.S. firms, are all
records compliant with the Health Insurance
Portability and Accountability Act (HIPAA)? How
and where will the company store your backup
documents? Are paper documents bound and
paginated? Does the company handle service
of process? Does the company deal directly
with notifying opposing counsel? Does the
company deal directly with custodians? Does
it issue checks for custodial fees and fund
the payments? Can the company offer you
complete, turnkey service – become your back
office – if you want that? How well does the
company keep you in control?
• Flexibility. Can the company meet your
needs and preferences regarding the forms
of documents? Can you choose to receive
documents digitally, on paper or both, as you
prefer? Will you be able to transfer files between
offices? Will the company bill by adjuster, by law
firm, in sequence of invoice number, or by case?
Will you have to pay a minimum fee, regardless
of activity level?
• Staging. If you decided to partner with this
company, would you be able to outsource
your work gradually, evaluating success as you
go, or would you be forced to make an all-or-
nothing decision?
• The bottom line. How well does the company
control the costs associated with litigated files?
Can the company reliably predict your overall
cost savings and the cost of each litigation?
Overall, how much faster will you close
your cases? Can you interview a few of the
company’s employees and current clients before
you decide to become a client?
SOME QUESTIONS FOR YOU
Here are some overarching questions about
what you want from the company and what you
think of it:
• Your goals. How important is the need to
relieve your litigation support unit from copying,
scanning and chasing documents so you can
assign them more profitably? How many
members of your litigation support unit do you
want to relieve in this way? How and where
would you assign them?
• How do you feel? What is your intuitive feeling
about this company? Do you feel that you would
have peace of mind and remain in control?
Do the employees seem professional? Do you
believe they would cater to your specific needs
and preferences, or do they exhibit a “one-size-
fits-all” attitude?
If you can manage to get useful answers
to most of these questions, you will have put
yourself far ahead of your competition – whether
or not you decide to hire a document retrieval
company. And if you do decide to hire a company,
you will have made a profitable relationship much
more likely. h
about the author
Noel Mijares is President and Chief Executive
Officer of Unisource Discovery, a digital document
retrieval and e-discovery company. Contact
him at advantage@unisourcediscovery.com or
866.580.0002.
54 LEGAL MANAGEMENT march/april 2010