metadata deal with it submitilta.personifycloud.com/webfiles/productfiles/914334/app...8/3/2012 1...
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Metadata:Deal with it!!#APP9
Metadata:Deal with it!!#APP9
Kenneth HenryTraining Managerg gCravath, NYC
• Originally from Scotland• Lives in Manhattan• Traveled worldwide with British Merchant Marines• Conducted legal training Internationally• Manager of Training and Learning Development at Cravath.
Metadata:Deal with it!!#APP9
Robert BlacksbergPrincipalpBlacksberg Associates, Philly
• Former partner in 2 Philadelphia law firms• 2 decades of legal technology consulting• Director, Practice Service @ TechLaw focusing on Microsoft Office, document
management, and document assembly engagements.• Classical and Klezmer clarinetist
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World of MetaData
The Dilemma
Risk
• Raised Awareness about ‘Hidden Data’
• Attorney Obligations
Reward
• Client Service
• Collaboration Efficiencies
• Time Saving Processes• Have We Gone Too Far? • Better Research
Internal Review Co-Counsel
Tale of a Typical Workflow . . .
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World of MetaData
A Traveler in the World of Metadata
Metadata WorldMetadata WorldAllies Inside the law practice Clients Co-Counsel
Adversaries Third parties and their p
counsel
Publication Courts Regulatory Agencies Transaction Closing
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Crossing Borders among Allies
Creating Documents Within Firm – Associate to Within Firm Associate to
Partner Lawyer to and from Client or
Co-Counsel
Crossing Borders with Adversaries
Exchange documents ith thi d ti dwith third parties and
their counsel
Crossing Borders - Publication
Court SubmissionCourt SubmissionRegulatory FilingDocument Execution
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MetadataRisks and Rewards
In DetailIn Detail
Metadata Risks
E b t
Identity
Confidentiality
Embarrassment
Metadata RewardsEfficiency
Accuracy
Collaboration /Client Service
Automation Mentoring
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Iden
tity
Con
fiden
tial T
ext
Em
barr
assm
ent
Author Name 3 3
Bookmarks 2 2 2
Comments 3 3 3
Computer Name 3 2
M
Metadata andRisk Factors
Macros 3 2
Past Authors 3 3
Storage Location (Hard Disk / Network) 3 2
Template information 2
Track Changes Identity 3 2 3
Track Changes Text 2 3 2
VBA Code 2
Metadata andRewards Factors
Effi
cien
cy
Acc
urac
y
Col
labo
ratio
n
Aut
omat
ion
Men
torin
g
Clie
nt
Ser
vice
Author Name 2 2 2 2
Bookmarks 1 1 1 2 1 1
Comments 1 1 1 1 1 1
Computer Name 2 2 2 2Computer Name 2 2 2 2
Macros 1 1 1 1 2
Past Authors 3
Storage Location (Hard Disk / Network) 2 2 1
Template information 1 1 1 1 1
Track Changes Identity 1 1 1 1 1 1
Track Changes Text 1 1 1 1 1 1
VBA Code 1 2 2 1
Metadata “Risk/Reward” Grid
war
dH
igh
Keep / Use
RiskLow High
Rew
Lo
w
Remove
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New Docs: Dupe & Revise
war
dH
igh
New Docs: Dupe & Revise
RiskLow High
Rew
Lo
w
Associate to Partner
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war
dH
igh
Associate to Partner
RiskLow High
Rew
Lo
w
To Clients
war
dH
igh
To Clients
RiskLow High
Rew
Lo
w
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To Adversaries
war
dH
igh
To Adversaries
RiskLow High
Rew
Lo
w
For Publication
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war
dH
igh
For Publication
RiskLow High
Rew
Lo
w
Metadata:Deal with it!!#APP9