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.

1. Case Organization, Analysis & Presentation in the Age of eDiscovery
A LexisNexis Webinar for Lawyers
June 2015

2. Introductions
Lauren Berry Litigation Account Manager
Mid Size Law Firm Market
Southeast
Host

3. Introductions
Suzanne Dinsmore
• Litigation Technology Project Manager at Day Pitney.
• Previously a commercial litigation paralegal for seven years.
• Accolades:
- 2014 Top Real Estate Litigation Practice - New Jersey Law Journal
- New Jersey Annual Statewide Paralegal Convention
- First year training sessions regarding trial preparation and technology
- Coordinator of the Bet Tzedek pro bono program
David Cowen
• President and Managing Director of The Cowen Group
Panelists

4. • A glimpse into today’s market with David
• Increasing your skills and your influence in these
eDiscovery processes at your firm.
• Look at landscape, pain points, trends and best practices
for:
• Case Organization
• Analysis
• Presentation
• Real life application with Suzanne
• Developing your skills and making yourself
indispensable in your firm’s e-discovery needs
Outline

5. Market Opportunity with David Cowen
67% of 105 law firms surveyed saw an increase in their eDiscovery and Litigation
Support Workload in the past 6 months (Q4 2014 and Q1 2015)
-The Cowen Group “Q2, Quarterly Critical Trends Survey”

6. Market Opportunity with David Cowen
Clients are becoming increasingly cognizant of getting the best value from their law firms and
relentless in pursuit of cost containment, cost reduction, cost predictability performance
improvement, and reinventing/improving best practices

7. Market Opportunity with David Cowen
Drivers of Change

8. Applying the Market Opportunity
What will make you indispensable?
New sources of revenue
(new practice subgroups/growing market share)
Cost savings
(Internal/external)
Productivity improvements
(workflow/process)
Innovation
(Emerging technology, smart data, business analytics, business
intelligence)
Other

9. Applying the Market Opportunity
TOP FIVE SKILLS/COMPETENCIES

10. Applying the Market Opportunity

11. The EDRM

12. The EDRM
EARLY CASE
ANALYSIS /
PROCESSING
REDUCE A UNIVERSE
OF DATA DOWN TO A
HAYSTACK
REVIEW and
PRODUCTION
FIND THE NEEDLES
IN THE HAYSTACK
ORGANIZATION
and ANALYSIS
PRESENTATION
STORE / LINK / ANALYZE
KEY DOCS, FACTS, ISSUES,
PEOPLE, AND AUTHORITIES
USE YOUR NEEDLES TO
WEAVE A COMPELLING
STORY

13. Organization Pitfalls
Information is located everywhere!
• Storage Facilities
• Desks/Filing Cabinets
• Hot Doc Binders
• Email Folders
• DMS/Cloud
• Post-its/Legal Pads
• Inside my head
• Opposing counsel, client or other
members of your firm
• Third parties
Problems with current system:
• Accessing those with the
information
• Going multiple places to answer
one question
• Differing or archaic workflows
Ask yourself - Where are all the haystack needles you’ve collected
and how do I best use them?

14. Best Practices in Organization & Analysis
Ask yourself - Where are all the haystack needles you’ve collected
and how do I best use them?
Best Practices:
• Have a pre-determined litigation plan
• Experienced program use with each case
• Real time shared access to team work
product
• Single, centralized location
• Overall integration of case management,
Review, Presentation, etc.
Factors to consider:
• Search and annotate
• Shared use & communication
• Generate insightful reports, visuals and
timelines

15. Presentation
Ask yourself – How can you use your needles to weave a compelling story?
When to use presentation software:
• Complex matters, processes or a scene
• Comparisons
• Multiple components simultaneously
Best Practices:
• Pre-site visit
• Practice, practice, practice!
• Close and early planning with your firm’s
case team

16. Real Life Application
Learn more:
• Referenced resources
• Certification training
• Conventions & Seminars
Stay current:
• Webinars
• Blogs / Alerts
• Demos / Updates
• Bar Associations /
Organizations – Tech section
Be active:
• Test & explore software
• Firm’s E-Discovery committee

17. Real Life Application
EDRM Launched in May 2005, EDRM was established to address the lack of standards and
guidelines in the e-discovery market.
Ediscovery Trends
A blog focusing on developments in the eDiscovery and litigation support software
marketplace.
eDiscovery Journal
Information, advice, and perspectives on hot eDiscovery news, trends, and best practices.
The Sedona Conference® A nonprofit, 501(c)(3) research and educational institute
dedicated to the advanced study of law and policy in several practice areas including
eDiscovery.
E-Discovery Team Blog By Ralph Losey, a lawyer in private practice In Florida with a
background in litigation and computers since 1979. He is a Shareholder of Jackson Lewis P.C.
and the firm’s National e-Discovery Counsel.
LTN Law Technology News ALM uses this page as a handy place to collect its electronic
discovery articles from across its many publications.

18. QUESTIONS?
You will be automatically directed to a survey
for this session.
THANK YOU!

19. Additional Resources
• The LexisNexis litigation team also provides a range of white papers
and webinars on eDiscovery. Also be sure to see related posts on this
blog including:
– YouTube Friday: eDiscovery Explained Simply
– 6 Staggering Big Data Statistics Pave the Way for eDiscovery
– 5 Statistics Forecasting the Future of eDiscovery
– 5 Steps on the Road to Leveraging Machine Intelligence in Legal
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• Blog: Business of Law Blog
• LinkedIn: LexisNexis Software and Technology Solutions Page
• Twitter: @Business_of_Law
• Facebook: LexisNexis Business of Law
• Google+: +businessoflawblog
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