selling relativity analytics to internal stakeholders · • bridgestone americas, inc. v. int....
TRANSCRIPT
![Page 1: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/1.jpg)
© kCura LLC. All rights reserved.
Selling Relativity Analytics to Internal Stakeholders
![Page 2: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/2.jpg)
© kCura LLC. All rights reserved.
• Michael Longstreth, Reed Smith
• Jesse Murray, Uber
• Jorge Romero, Foley & Lardner
The San Francisco Steering Committee
![Page 3: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/3.jpg)
© kCura LLC. All rights reserved.
Who are you?
![Page 4: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/4.jpg)
© kCura LLC. All rights reserved.
• Relativity Analytics Adoption
• Overview of Relativity Analytics
• Articulating the Value of Relativity Analytics
• Common Objections
• Takeaways
• Selling Analytics: Scenarios
Agenda
![Page 5: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/5.jpg)
© kCura LLC. All rights reserved.
Relativity Analytics Adoption
![Page 6: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/6.jpg)
© kCura LLC. All rights reserved.
246Customers with Analytics
Subscriptions
![Page 7: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/7.jpg)
© kCura LLC. All rights reserved.
Current RA Subscription Mix by Client Type
3525
116
747
4
30
55
0
20
40
60
80
100
120
140
160
Corporation Government Law Firm Litigation Service Provider
Subscription No Subscription
![Page 8: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/8.jpg)
© kCura LLC. All rights reserved.
Over
1.6 BillionDocuments Analyzed
![Page 9: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/9.jpg)
© kCura LLC. All rights reserved.
Cumulative GBs Indexed through Analytics
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
900,000
1,000,000
1,100,000
1,200,000
Ma
r-09
Ma
y-0
9
Jul-0
9
Se
p-0
9
Nov-0
9
Jan
-10
Ma
r-10
Ma
y-1
0
Jul-1
0
Se
p-1
0
Nov-1
0
Jan
-11
Mar-
11
Ma
y-1
1
Jul-1
1
Se
p-1
1
Nov-1
1
Jan
-12
Ma
r-12
Ma
y-1
2
Jul-1
2
Se
p-1
2
Nov-1
2
Jan
-13
Ma
r-13
Ma
y-1
3
Jul-1
3
Se
p-1
3
Nov-1
3
Jan
-14
Ma
r-14
Ma
y-1
4
Jul-1
4
Se
p-1
4
Nov-1
4
Jan
-15
Ma
r-15
Ma
y-1
5
Jul-1
5
Se
p-1
5
Nov-1
5
Jan
-16
Ma
r-16
1,125,561
![Page 10: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/10.jpg)
© kCura LLC. All rights reserved.
Analytics – Average Monthly GBs Indexed By Year
1,0333,664
7,393
12,342
18,532
35,924
56,609
0
10,000
20,000
30,000
40,000
50,000
60,000
2010 2011 2012 2013 2014 2015 2016
2010 2011 2012 2013 2014 2015 2016
![Page 11: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/11.jpg)
© kCura LLC. All rights reserved.
• Sedona Principles:
– Number 11 – use of “electronic tools and processes, such as data sampling,
searching, or the use of selection criteria, to identify data reasonably likely to contain
relevant information.”
– Commentary to Principle 11 - possible to use technology to search for ‘concepts,’
which can be based on ontologies, taxonomies, or data clustering approaches, for
example.”
Trend: Using Technology to the Fullest
![Page 12: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/12.jpg)
© kCura LLC. All rights reserved.
• Sedona Conference Cooperation Proclamation:
– Leading jurists, trial attorneys, corporate counsel, government lawyers, and others are
signing onto “The Cooperation Proclamation”. By doing so, they are pledging to…
• Reverse the legal culture of adversarial discovery that is driving up costs and
delaying justice
• Help create “toolkits” of model case management techniques and resources for
the Bench, inside counsel, and outside counsel to facilitate proportionality and
cooperation in discovery
• Help create a network of trained electronic discovery mediators available to
parties in state and federal courts nationwide, regardless of technical
sophistication, financial resources, or the size of the matter.
Trend: Openness and Transparency
![Page 13: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/13.jpg)
© kCura LLC. All rights reserved.
Overview of
Relativity Analytics
![Page 14: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/14.jpg)
© kCura LLC. All rights reserved.
• Concept searching
• Categorization
• Clustering
• Keyword expansion
Structured Conceptual
• Email threading
• Textual Near Duplicate ID
• Language identification
Relativity Analytics Features
![Page 15: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/15.jpg)
© kCura LLC. All rights reserved.
What is it?
• Identifies and arranges emails that were part of a single thread or conversation.
What is it used for?
• Allows you to:
– Easily see the order of each email in a thread.
– See which emails are inclusive (i.e. have unique content).
– Identify email duplicate spares (i.e. emails with the same content).
How will it help me?
• Sort and organize emails by thread for more intuitive review.
• Saves time if only reviewing the non-duplicative inclusive emails. ◊
Email Threading
![Page 16: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/16.jpg)
© kCura LLC. All rights reserved.
2/24/99 11:25 a.m. 4/29/99 6:45 p.m. 4/30/99 9:03 p.m. 4/30/99 7:00 p.m. 4/30/99 7:22 p.m. 4/30/99 10:24 p.m. 5/1/99 12:57 a.m.
Barry Pearce
Richard Sage
& Mark Elliott
Maria Nartey
Bob Crane
& Jeff Harbert
?
![Page 17: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/17.jpg)
© kCura LLC. All rights reserved.
What is it?
• Identifies documents with highly similar text and places them into relational groups.
What is it used for?
• Allows you to:
– Use near dupe groups in searching or filtering.
– Conflict check coding decisions amongst near dupes prior to production.
How will it help me?
• Saves time by identifying very similar documents prior to the start of review. You can also use
the near dupe groups for review and QC. ◊
Textual Near Duplicate Identification
![Page 18: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/18.jpg)
© kCura LLC. All rights reserved.
Version A Version B
Can you spot the difference?
![Page 19: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/19.jpg)
© kCura LLC. All rights reserved.
What is it?
• Determines a document’s primary language and up to 2 secondary languages.
What is it used for?
• Allows you to see how many languages are present in your collection, and the percentages of
each language by document.
How will it help me?
• Easily filters documents by language and batch out files to native speakers for review.
• Determines if translation is needed. ◊
Language Identification
![Page 20: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/20.jpg)
© kCura LLC. All rights reserved.
What is it?
• Searches using a sentence, paragraph, or entire document
• Returns documents related to the concept of the query
What is it used for?
• Searching for documents based on ideas instead of absolutes
• More natural querying
How will it help me?
• Find documents even if terms differ. ◊
Concept Searching
![Page 21: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/21.jpg)
© kCura LLC. All rights reserved.
?
?
![Page 22: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/22.jpg)
© kCura LLC. All rights reserved.
What is it?
• A classification method that uses example documents which are defined by a reviewer
What is it used for?
• Prioritizing review by using previously coded data as examples
• Identifying documents which are related to the hot documents identified by expert reviewers
How will it help me?
• Prioritize review by a time or reviewer standpoint
• Sort through a large volume of data quickly
• Run a quick production after validating results ◊
Categorization
![Page 23: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/23.jpg)
© kCura LLC. All rights reserved.
Price Fixing:
8 documents ◊
![Page 24: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/24.jpg)
© kCura LLC. All rights reserved.
What is it?
• Use the power of the conceptual index to identify groups of conceptually related documents.
What is it used for?
• This can be used as a tool for investigation, analysis, review, or QC.
How will it help me?
• Investigate a large unknown dataset
• Cull out non-relevant documents quickly
• Speed up a linear review by batching conceptually related documents together ◊
Clustering
![Page 25: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/25.jpg)
© kCura LLC. All rights reserved.
Custodian Name
Custodian Name
Custodian Name
Custodian Name
keyterm
date range
filetype
![Page 26: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/26.jpg)
© kCura LLC. All rights reserved.
What is it?
• Uses the concept space to allow users to submit terms and returns conceptually related words
What is it used for?
• Investigating the language of the workspace using known keywords
How will it help me?
• Allows you to find code words
• Assists in expanding the keyword list
• Familiarize yourself with the language of the case. ◊
Keyword Expansion
![Page 27: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/27.jpg)
© kCura LLC. All rights reserved.
![Page 28: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/28.jpg)
© kCura LLC. All rights reserved.
Articulating the Value of
Relativity Analytics
![Page 29: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/29.jpg)
© kCura LLC. All rights reserved.
• Audiences identify with use cases over features
• More memorable for your internal client
• More natural method of “selling”
Articulating Value – Use Cases
![Page 30: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/30.jpg)
© kCura LLC. All rights reserved.
• Email threading
• Foreign language identification
Use Case Feature
• Narrowing the review set
Use Case Features
![Page 31: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/31.jpg)
© kCura LLC. All rights reserved.
• Near duplicate identification
• Cluster visualization
Use Case Feature
• Narrowing the review set
• Quality control
Use Case Features
![Page 32: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/32.jpg)
© kCura LLC. All rights reserved.
• Keyword expansion
Use Case Feature
• Narrowing the review set
• Quality Control
• Investigation
Use Case Features
![Page 33: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/33.jpg)
© kCura LLC. All rights reserved.
• Clustering
• Categorization
Use Case Feature
• Narrowing the review set
• Investigation
• Quality control
• Organizing large sets of data
Use Case Features
![Page 34: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/34.jpg)
© kCura LLC. All rights reserved.
Common Objections
![Page 35: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/35.jpg)
© kCura LLC. All rights reserved.
• Messaging with analytics in e-discovery has focused on large case wins.
• There are a number of uses for a majority of cases. For example:
– Batching - Reviewing conceptually related documents increases review speed
– Production prep – Analytics can help to avoid mistakenly producing privileged docs
– Keyword sampling – Address keyword issues to help identify other potentially relevant
documents
– Threading – Only review inclusives and reduce the volume of email
“Analytics is best only for the largest cases.”
![Page 36: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/36.jpg)
© kCura LLC. All rights reserved.
• Email threading will save clients money on almost every case
• Other workflows that can help save your client money:
– Batching by Clusters
– Categorization
– Relativity Assisted Review
“Analytics is too expensive”
Confidential - kCura 2015
![Page 37: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/37.jpg)
© kCura LLC. All rights reserved.
• Da Silva Moore, et al. v. Publicis Groupe, No. 11 Civ. 1279 (ALC)(AJP), 2012 WL 607412
(S.D.N.Y. Feb. 24, 2012).
– First court to explicitly approve the use of TAR in e-discovery
– “What the Bar should take away from this Opinion is that computer-assisted review is an
available tool and should be seriously considered for use in large-data-volume cases where
it may save the producing party (or both parties) significant amounts of legal fees in
document review. Counsel no longer have to worry about being the ‘first’ or ‘guinea pig’ for
judicial acceptance of computer-assisted review.”
“Analytics is not defensible”
Confidential - kCura 2015
![Page 38: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/38.jpg)
© kCura LLC. All rights reserved.
• Dynamo Holdings Ltd. P’ship v. Comm’r of Internal Revenue, Nos. 2685-11, 8393-12 (T.C.
Sept. 17, 2014).
– Tax court petitioner sought permission to use predictive coding
– First time the tax court sanctioned the use of TAR
– Court recognized that it is widely accepted and does not cause an undue burden
– Update – July 2016
• Tax Court denied IRS motion to compel taxpayers to produce all ESI that hit on search terms.
• The court held that the taxpayers satisfied the reasonable inquiry standard when they
responded using predictive coding.
“Analytics is not defensible”
Confidential - kCura 2015
![Page 39: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/39.jpg)
© kCura LLC. All rights reserved.
• Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22,
2014).
– Defendant objected to use of predictive coding because it would change the original case
management order
– Screening of search terms already completed
– Rule 26 requires discovery be tailored “by the court to be as efficient and cost
effective as possible.”
– Magistrate allowed plaintiff to switch horses in midstream
– Openness and transparency are critical and expected
“Analytics is not defensible”
Confidential - kCura 2015
![Page 40: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/40.jpg)
© kCura LLC. All rights reserved.
• Progressive Cas. Ins. Co. v. Delaney, No. 11–CV–00678, 2014 WL 3563467 (D. Nev. July
18, 2014).
– Production to the FDIC by Progressive. Keyword culling was done to narrow population
from 2 million to 565,000 documents that hit on key words.
– Progressive used TAR without defendant’s agreement and without leave of court. Court
rejected the use of TAR because Progressive failed to inform.
– No discovery about discovery – exceeds the scope of Rule 26 – a reasonable search is
required
– Progressive ordered to produce all 565,000, but permitted to apply a privilege filter
“Analytics is not defensible”
Confidential - kCura 2015
![Page 41: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/41.jpg)
© kCura LLC. All rights reserved.
![Page 42: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/42.jpg)
© kCura LLC. All rights reserved.
![Page 43: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/43.jpg)
© kCura LLC. All rights reserved.
Takeaways
![Page 44: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/44.jpg)
© kCura LLC. All rights reserved.
• Document sets continue to grow along with the pressure to drive down cost.
• Relativity Analytics can save your case team money.
• Analytics should be used on every case (QC, Review speed, organizing large sets of
documents, narrowing down the set).
• Be an advisor. Be prepared to explain your workflow and what happens next.
• Know the use cases and your own success stories.*
Takeaways
![Page 45: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/45.jpg)
© kCura LLC. All rights reserved.
Selling Analytics: Scenarios
![Page 46: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/46.jpg)
© kCura LLC. All rights reserved.
Scenario #1
You have a discovery deadline quickly
approaching. You were on target for your
deadline until you were just dropped with 100
GB of data to review. How will you get
through this data in time for your deadline?
![Page 47: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/47.jpg)
© kCura LLC. All rights reserved.
Scenario #1 – Solution
You have a discovery deadline quickly approaching. You were on target for your
deadline until you were just dropped with 100 GB of data to review. How will you get
through this data in time for your deadline?
1. Use your existing coded documents as examples in a categorization set.
2. Create a search to find documents categorized as Responsive with a rank higher than 80.
3. Batch these out to second level review.
4. Create a search to find documents categorized as Not Responsive and rank greater than
80, or where they are not categorized.
5. Batch these out to first level review.
The key is prioritization.
![Page 48: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/48.jpg)
© kCura LLC. All rights reserved.
Scenario #2
The case team received 5 paragraphs from a
subject matter expert depicting potential
conversations among three people that
corporate counsel believes to be important.
How will you find these types of conversations
between these three custodians?
![Page 49: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/49.jpg)
© kCura LLC. All rights reserved.
Your attorney received 5 paragraphs from a subject matter expert
depicting potential conversations among three people that corporate
counsel believes to be important. How will you find these types of
conversations between these three custodians?
1. Create a search to find these three custodians’ documents.
2. Create a categorization set.
3. Add each paragraph as an example, using Text Excerpts.
4. Run categorization against the documents in Search #1.
Scenario #2 – Solution
![Page 50: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/50.jpg)
© kCura LLC. All rights reserved.
Scenario #3
You need to QC your production to make sure
no privileged documents go out the door.
How will you speed up this process to be as
efficient as possible?
![Page 51: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/51.jpg)
© kCura LLC. All rights reserved.
Scenario #3 – Solution
You need to QC your production to make sure no privileged documents
go out the door. How will you speed up this process to be as efficient
as possible?
1. Run Textual Near Duplicate Identification against all documents.
2. Run a search using metadata fields to find privileged documents.
3. Include Textual near duplicates on the search and filter down to find
inconsistencies.
![Page 52: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/52.jpg)
© kCura LLC. All rights reserved.
Scenario #4
You’ve already coded your own documents,
and you just received a production from
the opposing counsel. You’ve been data
dumped! How will you find the relevant
documents that you need?
![Page 53: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/53.jpg)
© kCura LLC. All rights reserved.
Scenario #4 – Solution (Option A)
You’ve already coded your own documents, and you just received a
production from the opposing counsel. You’ve been data dumped! How
will you find the relevant documents that you need?
Option A:
1. Cluster the received production data.
2. Evaluate the clusters to see if there is any junk that can be quickly
eliminated from review.
![Page 54: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/54.jpg)
© kCura LLC. All rights reserved.
Scenario #4 – Solution (Option B)
You’ve already coded your own documents, and you just received a
production from the opposing counsel. You’ve been data dumped! How
will you find the relevant documents that you need?
Option B:
1. Use your existing documents as examples in a new categorization set.
a. Designation, Issues, Privilege, Hot Docs, etc.
b. Use the production as the “Documents to be Categorized” search
2. Cluster the received production documents.
3. Use Pivot and compare each cluster with the categorized issues.
![Page 55: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/55.jpg)
© kCura LLC. All rights reserved.
One More Thing…
![Page 56: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/56.jpg)
© kCura LLC. All rights reserved.
• New iPad app separate from Relativity
Binders
• Mobile-friendly design for saved
searches, views, document lists, and
coding layouts as they exist in Relativity
• All coding on mobile is synchronized to
and viewable in Relativity
Mobile Beta Program
![Page 57: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/57.jpg)
© kCura LLC. All rights reserved.
• Experience the new app before it
becomes publicly available.
• Explore new features added every
month.
• Guide the development of the product –
a direct-line to Product Management.
• Email [email protected] to
participate.
Join the Beta!
![Page 58: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/58.jpg)
© kCura LLC. All rights reserved.
• Administer Relativity from your
smartphone
• Case strategy and construction
• Reporting dashboards
• Support for additional devices and
operating systems
In the Future
![Page 59: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/59.jpg)
© kCura LLC. All rights reserved.
Relativity Project Management
Specialist Certification
75-question test
Take it online or in-person
Sign up by August 16 to save 50%
![Page 60: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/60.jpg)
© kCura LLC. All rights reserved.
One More “One More Thing”…
![Page 61: Selling Relativity Analytics to Internal Stakeholders · • Bridgestone Americas, Inc. v. Int. Bus. Machs. Corp., No. 3:13-1196 (M.D. Tenn. July 22, 2014). – Defendant objected](https://reader034.vdocuments.mx/reader034/viewer/2022042407/5f21fbd40f8b9f15044cbb7f/html5/thumbnails/61.jpg)
© kCura LLC. All rights reserved.