background to electronic data discovery
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TRANSCRIPT
Defining the Role of Litigation Support
Technology and Process Support from Case Receipt to Post-Trial Archival
Hamilton- 2006/07
Objectives
Introduce you to the role of Litigation Support within a firm
Define what roles Litigation Support has within a firm
Understand the role your organization plays in your firm
Explain how Litigation Support provides value to a case team throughout each phase of the litigation
Review the role vendors play with respect to litigation support
Infrastructure Technology v. Litigation Support
Infrastructure Technology— Office Applications
Network Ops Email Document management Office Suite Time and Billing Software implementation for
infrastructure apps
Litigation Support — Legal Applications
Concordance Summation IPRO LiveNote Trial Director Litigator’s Notebook CaseMap/TimeMap Web Repositories Client-dictated software
Infrastructure Technology v. Litigation Support
Infrastructure Technology— Supports the “business” of running
a law firm
— Ensures security, failover, and disaster recovery are planned
— Supports departments such as: Accounting HR Web/Portal Administration
Litigation Support— Supports the process of preparing
to take a case to trial
— Ensures that discovery and production deadlines are planned and met
— Supports all litigation groups within a firm
— Can apply litigation technology to other practice groups
Common Goals for Litigation Support
Partner with attorney teams and share “best practices” recommendations for their cases from Day 1
Provide on-going training in the area of litigation technology to keep the firm current with industry trends
Match technology with case needs
Ensure that attorney teams can meet technology requests / demands from clients
Utilize vendors in a way that enables the firm to offer their clients quality services at the best price
Others?
General Litigation Support Staffing
Litigation Support Manager— Oversees all cases
— Hiring/staffing
— On-the-job Training
— Policies and procedures
— Talks with clients
Litigation Support Specialist— Day-to-day case work
— Load data
— Work with vendors
— Interact on case team
— Search/produce documents
— Maintain databases
Case Manager— Runs docketing software
— Maintains calendar of milestones for attorney team
— Keeps contacts current
— Trains docketing software
Trial Coordinator— Graphics support
— Trial site coordination
— Works with vendors
— Electronic opening/closing (PowerPoint)
— Trial presentation
Billing Practices
To bill or not to bill, that is the question!—Firm needs to decide if this role is to be a cost center or a profit center—Average billing rates
Lit Sup Mgr – $125 – 175 per hour Lit Sup Specialist – $95 – 125 per hour
—Need to consult your local ethics rules for guidance in this area—May need to set average billable hours goals for staff—Billing guidelines should be spelled out, mimic those of the paralegals,
and should be reviewed monthly
Providing Case Support
Case Initiation Support
Due Diligence Support
Discovery Support
Pre-Trial/Trial Support
Post-Trial Support Due Diligence
Discovery Support Tasks Analyze case needs and provide recommendations for software,
hardware, and database design for new cases
Maintain all recommended software and hardware and provide help desk support for internal and external users
Provide case-specific software support for client-dictated applications
Coordinate and manage vendors used for document processing
Provide document production support
Provide search and retrieval strategies for discovery databases
Pre-Trial Support Tasks
Coordinate technology for document production
Create case-specific searches and reports for deposition preparation
Maintain document, pleading, and transcript databases throughout case lifecycle
Evaluate trial needs and create visual strategy
Begin process of court/judge/opposing counsel research
Trial Support Tasks
Create opening/closing statements via PowerPoint or trial presentation software
Create static graphics for trial as either trial boards or to display via projector
Coordinate all courtroom setup including hardware, court reporter feeds, and war room
Assist in vendor selection and coordination as needed
Provide overall courtroom support during trial
Post-Trial Support Tasks
Archival of all case data
Copies of any/all database repositories for client files as appropriate
“Lessons Learned” for each case, learn from overall firm successes and challenges
Vendors and Litigation Support
Identify the stage of the litigation process where you need vendors as:
— Primary support Scanning EDD Data conversion
— Secondary support Production overflow Large volume scanning
Maintain a “preferred vendor” list that is more about the deliverable than it is about the give-aways
Educate the attorney team and paralegal team about how to select vendors if this is not a centralized mechanism at your firm
Evaluate vendor performance after a job is complete and provide feedback to both the attorney team and vendor on their performance (should be done for the good and the bad)
Questions??