From Motions to Money: How eDiscovery Technology Gives Small to Medium Law Firms 6 Big Wins

Wilson Turner Kosmo Case Study

From Motions to Money: How eDiscovery Technology Gives Small to Medium Law Firms 6 Big Wins

“The way Ipro has listened to clients over the years and made changes accordingly has been extremely helpful and impactful to our practice.” Justin Peña, Sr. Paralegal, Wilson Turner Kosmo, LLP

As San Diego’s largest certified women-owned law firm and one of California’s largest, Wilson Turner Kosmo is an award-winning firm serving small businesses to Fortune 100 companies in labor & employment, business litigation, class action, and related matters within manufacturing, retail, restaurants and hospitality, health care, real estate, public entity, banking, transportation, oil and gas, technology, pharmaceutical, and other industries.

In order to meet their clients’ needs, Wilson Turner Kosmo’s growing team of paralegals are responsible for technology-driven tasks such as data collection, processing, setup, and review.

Historically, paralegals ran the eDiscovery workflow through Concordance, but as the firm evolved, they needed a more robust platform. New and expanding practice areas in labor & employment and business groups meant more emails and other electronically stored information (ESI) to deal with.

After a comprehensive vetting process, Wilson Turner Kosmo selected Ipro Eclipse SE + Trial Director, with plans to upgrade to the all-new Ipro for Desktop shortly. The firm has also utilized the Ipro Services Team when datasets on class actions suits grows beyond internal housing. In these instances, they were able to scale up to Ipro’s Enterprise solution in the cloud.

Six Big Wins from the Ipro eDiscovery Solution:

“PSA: The more you know…” Justin Peña, Sr. Paralegal, Wilson Turner Kosmo, LLP

Win #1: Motions

Attorneys found that reviewing deposition transcripts with issue tags enabled them to write motions for summary judgment quicker and more efficiently. Not surprisingly, this helped them win more motions.

Win #2: Simplicity

As of January 2020, all parties in California must identify documents as they relate to a party’s production requests. With Ipro, the firm increased its ability to work within its current workflow to identify those production requests. The paralegals were able to tag documents for production, create coding forms, and then create fields to include an RFP number. Once it’s done, they then create a report to comply with the statute.

“The process is not cumbersome at all, and it’s extremely helpful for attorneys who aren’t so tech-savvy.” Justin Peña, Sr. Paralegal, Wilson Turner Kosmo, LLP

Win #3: Size

Ipro allows the firm to unitize, or in other words, split documents. (For example, personnel files that come as one large PDF with up to 200 pages). By unitizing, they can separate privileged documents and other items that do not need to be produced from the review pass.

“We constantly use this feature. We have looked at other products and some don’t have it which was a deal-breaker because we use it so much. Justin Peña, Sr. Paralegal, Wilson Turner Kosmo, LLP

Win #4: Interconnectivity

One of the biggest benefits the firm found is the ability to review transcripts to create issue tags, link documents to exhibits, and to review those deposition transcripts for other deposition prep, trial, and arbitration.

“From a green standpoint, I’m always in favor of a workflow method that eliminates the need to print and prepare binders.” Justin Peña, Sr. Paralegal, Wilson Turner Kosmo, LLP

Win #5: Speed

The persistent highlighting feature, which has keywords custom-developed on the backend, enables the team to instantly create a set of words and have a consistent highlighted color, allowing for much quicker review.

Win #6: Savings

In addition to being able to serve its clients more effectively and more quickly, Wilson Turner Kosmo now saves its clients’ money.

“Our goal is to be more efficient because of how busy we are. In California, the competition is high, and people are trying to reduce legal costs and provide value added service to their clients” Justin Peña, Sr. Paralegal, Wilson Turner Kosmo, LLP