kennedy edd trends presentation oct 2007

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    Electronic Discovery:Times are Chan in Are You Read ?,

    October 16, 2007

    Dennis Kennedy

    Electronic Discovery:

    ,October 16, 2007Dennis Kennedy

    What Well Cover

    Setting the Stage Times are Changing 2007

    Getting Ready Q & A

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    My Approach Today

    The sum of the expertise ofThe sum of the expertise ofthe people in the audience isthe people in the audience is

    greater than the sum of expertise ofgreater than the sum of expertise ofthe people on stage.the people on stage. DaveDave WinerWiner

    WisdomWisdom

    I. Overview / Basic Concepts

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    Lawyers and Electronic Discovery

    Vendors

    Guiding Principle #1

    CourtsClients

    Where Lawyers Believe They Are . . .and Where They Want to Be

    Vendors

    Guiding Principle #1A

    CourtsClients

    Lawyers

    Where Others Want Lawyers to Be

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    Vendors

    Lawyers

    Guiding Principle #1B

    CourtsClients

    Where Others Really Want Lawyers to Be

    Guiding Principle #2

    Electronic Discovery is a Subset

    or

    Does E-Discovery Really Differ

    From Plain Ol Discovery?

    Guiding Principle #3

    There is a (Growing) EDD GapThere is a (Growing) EDD Gap

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    Gap Analysis

    Where We Want to Be

    Where We Are

    The GapThe Gap

    Two Big Words

    First Word

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    Second Word

    e n erme a one n erme a on

    Simple Question #1

    w u yw u yRelevant?Relevant?

    Simple Question #2

    How Do You HelpHow Do You Help

    People UnderstandPeople UnderstandThat You Are StillThat You Are StillRelevant?Relevant?

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    Vendors

    LawyersClients

    Courts

    Greatest Opportunity

    II. Electronic Discovery

    Technology Trends 2007

    1. Records Management

    Records Management,

    Not EDD is the Driver

    EDD as Part of aLarger Process

    The Focus MovesAway From LawyersCalling the Shots

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    2. Toward the One-Stop Shop

    EDD Can Be aComplicated, Multi-step Process

    Sifting ThroughPrograms, Providersand Partners

    An EDD GeneralContractor?

    3. Metadata Makes Headlines

    SimplyUnderstandingMetadata is 90% ofthe Battle

    Will Make Headlines

    Collaboration vs.

    Publication

    4. The Coming Shakeout

    5,000(!) EDD Vendors

    ,Confusion, and ThenSome Clarity

    Monitor Carefully andLook for Interoperabilityand Transition Routes

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    5. Client-Driven and Court-Driven

    Motivation Comes fromMany ExpensiveFrustrations

    Patience Running Out

    Look for Directives andDemands, NotRequests

    6. Ethical Wildcards

    What in the Worldare State BarsDoing?

    What is EffectiveRepresentation?

    Watch theMalpractice Carriers

    7. Easy or Scary?

    EDD is Really Scary,Right?

    Are We Making ThisToo Hard?

    Building on What WeKnow and Analogies

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    8. Project Management

    EDD is All AboutProject Management

    These May Be NewSkills for Lawyers

    What is the NewTeam?

    9. Litigation Support Managers

    The Interface Between ITand the Liti ation / EDDProcess

    High Growth Area

    Identify Assets, MovePeople into Position,

    Coordination

    10. One Big Thing That Must Happen

    Who Must Be

    Talking toEach Other?

    Are They?

    Why Not?

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    III. Electronic DiscoveryTechnology Trends 2007 and

    (Most Importantly) Beyond

    1. EDD as The Tail, Not the Dog

    Records

    Management, NotEDD, is the Driver

    EDD as Part of aLarger Process

    ILM and Compliance

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    2. Underestimating Lawyer Inertia

    FRCP Amendments =

    Lawyers Are VeryInnovative About NotChanging Things

    Will There Be a TippingPoint?

    3. Moving Beyond Metadata andDocuments

    What is a DocumentAnymore?

    Authentication andOriginals

    Discovering DataWarehouses?

    4. Unpredictable Court Decisions

    Retaining Data in

    RAM??? If You Dont Educate

    Judges, Judges WillEducate You

    The Role of Education

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    5. Technology Outpaces Rules

    Unpacking ESI

    Where Isnt ThereDiscoverable Data?

    Problems with Oldand NewTechnologies

    6. Changing the Focus to ReasonableProcesses and Procedures

    Reasonable?

    What Actions areDefensible?

    Are Processes andProcedures theAppropriate Focus?

    7. Data Explosion

    , , ,Databases

    ASPs, Hosted Services,Home Offices

    Google and Other Data

    Aggregators

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    8. Court-, Client-, Vendor-, Regulator-,

    or Lawyer-driven

    awyers are e o epo n

    Internet Routes aroundChokepoints

    Where Do We Look forLeadership?

    9. Technology Counsel

    Litigation SupportManagers

    The New Role ofTechnology Counsel

    Who Can Be at theIntersection?

    10. Unintended and UnexpectedConsequences

    Forensics and Anti-Forensics

    John Lennon Everything isthe opposite of what it is, isnt it,Harry?

    Flipping Assumptions andConventional Wisdom on TheirHeads

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    11. EDD Information Overload and

    Information Underload

    n orma on ver o a

    Information Underload

    Is It Even Possible toKeep Up with All ofThis?

    12. EDD in the Cloud

    Where Does Informationes e

    You Hear About the CloudEverywhere Except in EDD

    What Does EDD Mean inthe Cloud Web 2.0,Virtualization, and Beyond

    13. The EDD Gap

    Many Firms Do Not

    What Does That Meanand Where are theOpportunities?

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    14. Who is the EDD Buyer Today

    and Tomorrow?

    Who is Making the Call?

    How Do We DetermineWho is the Buyer andHow Do We ReachThem?

    15. Will We Reach EDD 2.0 BeforeMost Get to EDD 1.0?

    Denniss Notion ofEDD 2.0

    But . . . Have We EvenGotten to EDD 1.0?

    Targeting the Future

    16. The Coming Singularity

    Kurzweil and the

    ngu ar y Is the Singularity Here?

    Does the Pace OnlyIncrease and theComplexity OnlyBecome More Complex(Faster)?

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    17. The Continuing Shakeout

    Movement from Huge

    Sector

    Expansion fromNontraditional Players

    Uncertainty GivesLawyers Another ReasonNot to Buy

    18. Hosted Services and SLAs

    Movement to SaaS

    SLA Becomes aMagic Word

    Negotiated

    Agreements

    19. Eliminating the Humans

    AutomatedBusiness Rules

    What Belongs inthe Human

    Domain?

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    20. New Search Frontiers

    ore gn anguages

    Images, Audio, andVideo

    One Tool or ManyTools?

    21. Unstructured Data

    ,Everywhere

    The Quest forStructure

    Google Expectations

    Rule?

    22. Outsiders Moving In

    Non-EDD Players

    Big and Little

    Im No Oracle, But IThink About Oracle,

    Dont You?

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    23. EDD Goes International

    Multinational

    Data and ResourcesMove Around the World

    What Happens WhenData Located Aroundthe World

    24. Best Practices and Standards

    Best Practice

    Guidelines andGroups

    Just a Pipe Dream?

    25. Integration and Platforms

    Together with

    Common Interfaces

    EDD Tools andPlatforms

    Open vs. Closed?

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    26. Collaboration and Workflow

    ro ecManagement GetsBigger

    Changes in Staffing

    (Non-lawyers)

    What Tools?

    My Vote for the MostImportant Trend is . . . .

    EDD GAPEDD GAP

    IV. People Get Ready,Theres a Train a-Comin

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    Drawing Some Conclusions

    You Must Treat EDD as anEvolving, Dynamic Process

    Project Management Skillsare Vital

    Who Calls the Shots?

    What Role Do You Want toHave and Will You Be Able toKeep It?

    The Lawyers Siege Mentality

    The Lawyers Brain WhenTalking to an EDD Vendor

    Dont WannaDont Wanna

    NO!NO!NO!NO!

    Hear ThisHear This

    Dont WannaDont WannaHear ThisHear This

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    The Lawyers Brain After

    Making Decision to Buy

    Start Yesterday?Start Yesterday?

    ASAPASAPASAPASAP

    ararYesterday?Yesterday?

    Cut training?Cut training?

    Cut training?Cut training?

    The 80/20 Rule

    80% Listening

    If You Area ng e ng ore

    Than 20%, YouWont Win OverLawyers

    Defusing Fear and DisarmingEDD Vendors, A New Perspective

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    Vendors

    LawyersClients

    Courts

    Greatest Opportunity

    Action Steps

    Communication

    on nu ng uca on

    Collaboration

    Community

    Choices, Control,Confidence

    WhatDirectionsand What

    Steps Makethe MostSense for

    You?

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    QUESTIONS?

    Dennis KennedyThe Dennis Kennedy Law Firm, LLC

    1276 Bridle RoadSt. Louis, MO 63119

    [email protected]