leveraging the cloud for a force multiplier v. goliath...people are creating more digitally stored...

Leveraging the Cloud for a Force Multiplier v. Goliath

A Field Guide for the Boutique Firm: Utilizing On-Demand Technology and

Workflows to Gain a Competitive Advantage with Limited Resources

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About Lexbe

We’re an Austin, TX based provider of highly affordable cloud-based eDiscovery software and services provider, specializing in serving boutique law firms and organizations. We provide:

● The Industry’s Most Affordable and Full-Featured DIY eDiscovery Platform● The Industry’s Fastest eDiscovery Processing & Document Review Software● Delivers the Industry’s Fastest ROI● Experienced eDiscovery Specialists and Expert Consultants

Gartner Customer Reviews

“Secure, easy-to-use and a great review tool for consideration”

“A powerful litigation document management service”

“Cost-effective eDiscovery”


What Are You Up Against?

Deep PocketsDedicated IT StaffLimited TimeframeeDiscovery ConsultantsDedicated IT InfrastructureLitigation Support PersonnelMassive Document ProductionsFinancially Motivated Opposition


Force Multiplication


In military science, force multiplication or a force multiplier refers to a factor or a combination of factors that dramatically increases (hence "multiplies") the effectiveness of an item or group, giving a given number of troops (or other personnel) or weapons (or other hardware) the ability to accomplish greater things than without it.

Source: wikipedia

The Growth of the Boutique Firm


Source: Thompson Reuters Legal Executive Institute 2017

Guest Speaker


● Senior eDiscovery Solutions Director at Lexbe

● Certified eDiscovery Specialist, by the Association of Certified E-Discovery Specialists (ACEDS)

● Specializes in working with firms without a full in-house department handling eDiscovery which are involved in the type of complex litigation that requires a high level of precision and eDiscovery expertise to gain the advantage in the discovery phase of trial.

Christian DeTrude800-401-7809 x55

[email protected]

Christian DeTrude

Agenda


● The Challenge of Big Data in Litigation

● What is the Cloud?

● How does Cloud Technology Apply to e-Discovery?

● Cloud Best Practices & Advantages By Case Stage

● Summary: How to Leverage the Cloud to Beat Goliath

The Challenge of Big Data

Massive Growth of Electronically Stored Information


The Challenge of Big Data


● People are creating more digitally stored and accessible discoverable material than ever before and through established and new channels

● Cases that used to have limited amounts of data collected in discovery may now have many GBs or TBs

● Not only is there more data, but there is a growing variety of data types

● Discovery is becoming more complex and technical

● It is very difficult for small and medium sized firms to internally staff and manage the technical expertise and massive hardware needed to keep up

What is the Cloud?


Professionally maintained, encrypted remote servers Secure, encrypted internet connection

Case Data + Access to Advanced eDiscovery Tools and Unlimited Compute Capabilities

What is the Cloud?


How Does Cloud Technology Apply to eDiscovery?


Scalability -- Instantly deploy the resources necessary to complete your discovery task. Bring capacity up and down as needed

Accessibility -- Litigation teams can access case data and discovery functions from anywhere with an internet connection

Speed -- More computers applied to your task results in faster throughput. Move on to the next stage of discovery earlier

Security -- Cloud infrastructure providers are the world’s foremost experts in computer security

Affordability -- On-demand cloud infrastructure is a fraction of the price and exponentially more powerful than dedicated on premise computing


How Does Cloud Technology Apply to eDiscovery?

DIY -- Intelligent cloud technology enables the boutique firm to perform eDiscovery in-house versus outsourcing to expensive third parties.

Streamlined Workflows -- Cloud eDiscovery solutions are often integrated across case stages where traditional software solutions are not. This enables you to get your productions done faster and without the risks of transferring data from program to program.

Advanced Technology Available -- Predictive coding, near duplicate detection, concept searching, and integrated translation viewing is available within cloud platforms.

Speed and Scalability


Traditional In-House Set-Up: 1TB to process to TIFF, 1 month to do it.

Internal Capacity: 10 dedicated servers operating @ 2GBs/day

10 servers x 2GBs/day x 30 days = 600GB

And with any problems the job will not be finished on time

Scalable Cloud Capacity:

Deploy 500 servers x 2GBs/day and finish processing in 1 day

Scalable cloud discovery tools allow for much improved throughput at less cost and risk

Systems architecture allows cloud providers to auto-scale server instances to apply more resources to your discovery task

Incoming ESI

Reviewable or Production Ready Documents

Accessibility


● Cloud infrastructure allows authorized users to access case documents and discovery functions from virtually any device, at any time and anywhere in the world with an internet connection

● Case teams can collaborate in real time with inside counsel and experts

● Many cloud systems offer greater flexibility in operating systems and browsers that can be used to access

● Progress made by any one person will be instantly available to any other case team member

Security


● Cloud infrastructure providers are the world’s foremost computer security experts

● All data is strong encrypted in place and in transit

● ISO security standards for cloud providers are incredibly strict, thorough, and specialized. Much more stringent standards than unregulated local machines

● Cloud data centers also undergo grueling audits at very regular frequencies

● High availability and redundant configuration of cloud resources eliminates the risks of data loss due to a single failure

Not All Clouds are Created Equal


Gartner: Magic Quadrant for Cloud Infrastructure as a Service, Worldwide

Lexbe e-Discovery software and services are supported by AWS cloud infrastructure, named the “Leader” in Cloud Infrastructure as a Service for the seventh year in a row by Gartner.

The Optimized Cloud Cost Benefits


● In every month, this firm has active cases < 1TB

● But, there are demand spikes throughout the year as a result of new data intensive cases.

● How can you cost-efficiently address massive changes in discovery volumes?

Active Cases in Discovery Over 12 Months (GBs)



● Building internal capacity or buying fixed external capacities means purchasing hardware, software licenses, and increased staffing and management requirements.

● When internal discovery needs fall, these resources are dormant, but still expensive.

Unnecessary Expenditure from Internally Staffing for Peak Discovery Demand (GBs)

Internal Discovery Needs Fixed Discovery Capacity Inactive Discovery Capacity



Applying Scalable Cloud Solutions toMaximize Discovery Cost Efficiency

● Scalable cloud solutions allow you to cost-efficiently fulfill the steady-state demand for eDiscovery software as well as provide instant burstable and cost effective capacity during periods of higher demand without the burden of adding costly IT equipment and staff.

The Paralegal Advantage


● The Cloud Enables You to Keep eDiscovery In-House and Leverage Your Paralegal Team

● Intuitive User Interfaces and Workflows Enable Paralegals to Become Expert eDiscovery Project Managers

● Maintain Full Control of Your Cases

● Free Weekly Training and Expert Support OnDemand Eliminates Risks

Traditional Workflow


Collected/Received Documents

Send ESI to IT department/external vendor

Load into ECA platform

Perform cull based on simple metadata extraction

Download culled collection

Process ESI into review format

Load Processed Data into Review PlatformReview

Analytics?

Load into analytics system

Apply Analytics

Load Analytics Results

Process to agreed upon production format

Download Production

Deliver Production to Opposing Counsel

More Data?

Vendor sets up case, users in review platform

More Users?

The Streamlined Cloud Workflow


Collected/Received Documents

Upload into eDiscovery Platform; self-administer case, users

Cull based on full content extraction

Process and fully extract ESI for culling and review

Review (Integrated Analytics Tools)

Process to agreed upon production format

Deliver Shared Production link to Opposing Counsel

More Data? ● Handle document intensive

cases in-house

● Add more data without re-indexing the entire data set

● Get to document review faster

● Get productions out faster

Planning & Collection



ECA & Culling

Processing Review ProductionDepos & Motions

Trial & Appeal

Goals● Identify ESI Repository & Custodians in a

central database

● Remotely and Defensibly Collect ESI

● Upload to Cloud DatabaseConduct Quality Control On Collections

● Be prepared for discovery conferences and for discovery to proceed in the case

Cloud Benefits● Case teams can access planning and

organizational tools from any web capable device while preparing for legal holds and discovery conferences.

● Data collections are completed quickly

● ESI collections are securely and defensibly conducted by e-Discovery specialists

● Data can be immediately uploaded to the case database

ECA & Culling



ECA & Culling


Trial & Appeal

Cloud Benefits● Integrated ECA reporting, pivot tables & graphing

of ECA collected by custodian, date range, document type, etc.

● Cull faster by applying scaled server resources

● Cull based on full document contents rather than just metadata

● Develop timelines, facts & issues early in the case

● Reduce expenses by eliminating the need for a separate ECA/culling module

Goals● Analyze collected data to

identify potential collection gaps

● Evaluate the risks associated with the case

● Continue developing initial case facts & issues, timelines

● Defensibly remove irrelevant documents from the case database

Processing



ECA & Culling


Trial & Appeal

Goals● Accurately and quickly process

ESI collected to prepare for review and production

● Extract text from natives and OCR images for optimal searchability (Dual Index)

● Organize data for optimal review process

Cloud Benefits● Self-administer ESI processing with expert

assistance available; process in the cloud

● Apply massively scalable server resources to increase throughput and move on to review faster

● Avoid paying high per GB processing

● Eliminate loading delays; documents are available for search and review once processed.

Review



ECA & Culling


Trial & Appeal

Cloud Benefits● Scalable server environment supports hyper-fast

multi-language search results

● Move quickly from document to document and apply multi-doc updates instantly

● Apply near-duplicate detection, and predictive coding across massive collections within an integrated environment

● Self-administer new users and cases; reduce expenses through leaner pricing often associated with cloud SaaS.

Goals● Code documents accurately,

quickly & cost effectively

● Identify responsive, privileged & attorney’s eyes only (AEO) ESI

● Search, ID, & issue code key documents

● Utilize advanced eDiscovery technologies to speed review, improve accuracy, and reduce risk of inadvertent privilege waiver

Production



ECA & Culling


Trial & Appeal

Goals● Quickly convert documents into

production format

● Prevent inadvertent production of privileged documents

● Defensibly produce all responsive documents to opposing counsel on time and in agreed upon production format

Cloud Benefits● Apply scalable cloud resources to quickly convert

ESI into relevant production format

● Integrated analytics and production functions reduce the risk of inadvertent privilege waiver

● Deliver shared secure production link to speed delivery and maximize review time

Depos & Motions



ECA & Culling


Trial & Appeal

Goals● Organize key case issues and

facts by linking to supporting case documents

● Create annotated and highlighted document versions to support deposition preparation and analysis

● Update Facts & Issues and Case Timelines based on depositions and motion outcomes.

Cloud Benefits● Integrated case management functionality

maintains single database connection between documents and case facts & issues

● Rapidly create, edit, and download annotated/highlighted versions of documents

● Collaborate in real time with co-counsel, independent of their location

● Dynamically update Fact & Issue timelines based on deposition information




ECA & Culling

Processing Review Production Depos &Motions

Trial & Appeal

Goals● Maintain access to case

documents that may be brought up by opposing counsel

● Allow rapid timeline updating for live case testimony

● Maintain case data and documents throughout the trial and appeal process

Cloud Benefits● Accessible and searchable document repository is

available at trial

● Timelines can be dynamically updated with new testimony as it becomes available

Winning with the Cloud


● Cost Advantage● The Paralegal Advantage● Speed of Review Advantage● Advanced Search Advantage● Speed of Productions Advantage● TAR and Near Dupe Advantage● IT Performance Advantage

The Lexbe Solution

● Affordablea. Process to a normalized PDF - eliminates the TIFF Taxb. No User Feesc. No Case Feesd. Plans start at just $25 per month

● Lightning Fasta. Cloud-based and auto-scales to get you from ingestion to review faster than

any other platformb. Review faster with intelligent review sets and high speed coding and tagging

● Simple to Use Advanced Technologiesa. Advanced NearDupeb. Technology Assisted Review


File Processing


The Uber Index

Upon Ingestion, the Lexbe eDiscovery Platform Processes Documents with Four Critical Data Sources that Feed the Lexbe Uber Index Resulting in the Industry’s Most Complete Index and Search Platform.


Learn More About Lexbe

‘Cost-effective eDiscovery’

“A powerful litigation document management service”

“Because of the Lexbe software, the entire playing field has been leveled for my firm.”

‘Lexbe cost advantages, SaaS convenience and search capabilities appeal to many small firms

“Lexbe is the easiest eDiscovery software I have ever used’

‘Secure, easy-to-use and a great review tool for consideration’

● The Lexbe eDiscovery Platform, is our cloud-based processing, review and production tool. Designed for Attorneys/legal staff to be DIY and easy to use, with no users fees or case fees. Free standard loading with annual plans.

● Learn about our high-speed/high-capacity eDiscovery services, and expert professional services.

● Request a personalized demo and expert consultation today!

1-800-401-7809 x22 | [email protected]


Thank You for Attending

We’ll be making the following available to webinar attendees:

● A recorded streaming version● MP3 podcast● PDF

Please let us know if you have any questions or comments about this webinar or suggestions for future topics. This webinar is part of the Lexbe eDiscovery Webinar Series. For notices of future live and on-Demand webinars as part of this series please email us at [email protected] or Follow us on LinkedIN.

Presenter: Christian [email protected](512) 213-6394

Moderator: Jeff [email protected](512) 653-8295

Webinar Questions: [email protected]


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