Category Archives: Service Providers

How Meta-e Discovery Uses Ipro to Lower Costs for Clients (Case Study)

meta-e discovery Ipro

How Meta-e Discovery Uses Ipro to Lower Costs for Clients (Case Study)

Paul McVoy is the CEO and co-founder of Meta-e Discovery, an award-winning firm specializing in litigation support, technology-assisted review, and consulting. He oversees a dedicated team with offices in New York, NY, Fort Meyers, FL and Milford, Connecticut.

Formerly a law firm’s in-house eDiscovery unit, the independent company today works in state and federal courts alike, with a case load evenly split between plaintiffs and defendants. McVoy’s bio best summarizes his business philosophy: “By using the best technology, coupled with the right advice, any party, no matter what size, can match up evenly against any other.”

“Nothing beats Ipro for being able to process and handle multi-page and multi-document PDFs,” McVoy says. Meta-e Discovery has a long history of utilizing Ipro tools like TrialDirector, eScanit, and eCapture, products with a proven record of success on “the plaintiff side of things.”

“We needed a powerful processing tool to handle data internally. But for our smaller clients, we also needed a more economical, compact footprint to do that. Ipro was perfect.”

Ipro Solutions for Every Stage

Meta-e Discovery routinely joins a case after it has already commenced, at which point they are inundated with previously produced PDFs. McVoy explains that his operation built its workflow around Ipro tools, because they’ve proven so integral to data-handling success.

In addition to helping clients with their discovery needs, Meta-e also assists them prepare for depositions, hearings, and trials.  Their go to tool is TrialDirector.  Its feature rich interface allows Meta-e to enable their clients’ examinations to focus on the important parts of their exhibits without slowing down

“The tool is so easy to use. We load all exhibits into TrialDirector ahead of the case to begin preparing it for the court.”

A Winning Combination

In one memorable case, a trial was slated to last four weeks. By utilizing TrialDirector’s capabilities and delivering a seamless experience, Meta-e helped expedite the trial, which ended a week early. Reduced preparatory time allowed the team to better focus on client needs, and a shorter trial saved the client $100,000 overall.

“The client was so happy, we became their go-to service provider going forward. When they have new cases, we get them all. The technology allows us to lower costs for clients while taking on more business. And the use of Ipro services allows us to ramp up during times of need.”

TrialDirector’s audio/video sync capabilities top the list of McVoy’s favorite Ipro features, enabling the legal team to prepare deposition designations and to obtain daily exhibit lists with ease. Attorneys can call out documents “on the fly” during a trial, as others are speaking, and identify pertinent information quickly.

Exhibit production and other time-sensitive demands often warrant the involvement of a trial tech. Inserting someone into a team to serve that role for three to four weeks can be challenging. McVoy finds that Ipro’s Trial Director enables collaboration and reduces preparation time, particularly when a court orders a case to move quickly and neither side is displaying boards.

Meta-e cuts all video with TrialDirector ahead of time and leverages the skills of an Ipro tech with the platform’s functionality to get the job done. “It can be ten, fifteen, twenty hours a day. And with a small team, having someone come in and help is great.”

“One recent trial was unique in that all testimony was taken from historical video deposition designations. The judge was very impressed with how seamless and precise it came out. They hadn’t been exposed to such a high level of technology used in the courtroom or the level of expertise that the Ipro tech brought.”

McVoy insists that Ipro has delivered a high level of care and attention in every interaction, inside and outside the courtroom, over many years.

“We’ve worked with a lot of vendors, and Ipro’s technology and customer service stand out.”


To Hear Clients Talk About the Difference Ipro for Enterprise Can Make, Watch this Video!

Ipro for Enterprise from Ipro eDiscovery & InfoGov on Vimeo.

By partnering with Ipro, ProFile Discovery Gives Clients Peace-of-Mind (While Saving Them Time & Money)

ProFile Discovery Ipro

By partnering with Ipro, ProFile Discovery Gives Clients Peace-of-Mind (While Saving Them Time & Money)

For nearly two decades, Ohio-based ProFile Discovery has been assisting Law Firms and Legal Departments with their eDiscovery projects from collection to production, including Managed Review. As ProFile owner Andrew Keck puts it, “We’ll work pretty much start to finish on the EDRM as needed, including cybersecurity, forensic investigations, and cyber penetration testing.” And since 2006, ProFile has worked collaboratively with Ipro, further enhancing its commitment in 2017 by joining the Ipro Partner Program as a reseller.

ProFile’s objective with new clients is to evaluate their ambitions, demonstrate the best tools available, and determine right-sized solutions. The demands of particular caseloads or information management needs, for example, may not warrant the cost of implementing a full-scale environment in-house. Which is why, in Keck’s view, it’s often much cheaper for organizations to initially outsource, until a different scale of operation is required.

Director of eDiscovery Linda Wong oversees the scope of services ProFile offers and has worked in step with the evolution of Ipro’s products, with a particular focus on filling the gap for small and mid-size firms in the U.S. as well as internationally, who lack their own litigation support teams.

Most ProFile projects average 500,000 documents for processing, but the high end may reach up to 13 million. Emails dominate, though an assortment of paper documents still require scanning and manual coding into Ipro. Clients typically send collected data as a PST file or give ProFile access to their Office 365 to obtain specific custodians’ data.

“Using Ipro’s advanced analytics, our immediate focus is an Early Case Assessment to analyze the data provided,” says Hans Foster, Managing Partner of ProFile’s Cleveland office. “This allows us to confidently advise clients as to what we can do to save them time and money.”

Ipro for Enterprise’s ability to stream information directly into review during processing greatly reduces job completion time. As Linda Wong says, “We ingest data, turn to other work, then come back and start again. With streaming, we can manage each project and our time more efficiently.”

Hans Foster adds, “We are not done after data is processed into review. We also employ and contract with attorneys that specialize in linear document review and defensible Technology Assisted Review (TAR). Between a review team’s expertise, Ipro Analytics, and our workflow, Ipro’s TAR becomes ProFile’s Smart Review.”

Linda Wong also praises Ipro’s advanced analytics for email threading, near-duplicate identification, and concept clustering, which enable her team to quickly and accurately cull datasets. “In one case we cut documents by one-third by using concept searches and near-dupe to make sure we didn’t miss other versions or variations of a document,” she said. ProFile can also use these tools to QC productions from opposing counsel.

But ProFile’s workflow doesn’t stop there. As Hans Foster puts it, “we aren’t just collection to production, we are collection to court. Our team has sat in the hot seat for hundreds of trials, and a couple of us have worked inside law firms preparing for trial. This gives us unique perspective to organize clients during discovery with an eye toward trial, which allows the attorneys we serve to effectively prepare and not spend wasted time organizing and looking for documents.”

And because ProFile utilizes Ipro for Enterprise to manage and secure the data of law firms and corporations, they know cybersecurity is of the highest importance. After a careful benefits analysis, Keck embraced Ipro’s cloud environment. “I’m really forward with clients when I tell them, ‘I’m not storing your data on our personal servers or in our office. I’m storing it on Ipro’s cloud.’ And I’m doing that on my behalf and on their behalf, because I want to protect it.”

Keck’s team instills this confidence by sharing Ipro’s contact information with clients on day one. “I want our clients to recognize the things we can do for them, as well as the experience and support Ipro brings to the table. This gives legal teams the peace-of-mind to practice law, knowing ProFile and Ipro have the technology side of things covered.”



To Hear Clients Talk About the Difference Ipro for Enterprise Can Make, Watch this Video!

Ipro for Enterprise from Ipro eDiscovery & InfoGov on Vimeo.



The eDiscovery Impostor and How to Spot Them

eDiscovery impostor

The eDiscovery Impostor and How to Spot Them

“To err is human,” but in an industry as seemingly driven by precision as eDiscovery, errors are all too common. Yes, mistakes are going to happen. Which is why we can fall back on processes and procedures to ensure that even when those mistakes happen, there are controls in place to catch and correct them.

Technology can go a long way in helping with Quality Control, especially when you’re dealing with large document and data sets, which increase the chances of missing something. But technology is only as good as its users, and according to some in eDiscovery, you have to be on the lookout for impostors.

What is an eDiscovery impostor? It’s simply a vendor or service provider that doesn’t deliver up to the standard expected or demanded by the requirements of the industry and the law. If you find the pickles were left off of a hamburger after you pull out of the drive thru, sure, it’s frustrating, and depending on how much you love them, you may even turn the car around to get what you had coming. But in the legal space, meeting deadlines with accurately processed and produced evidence is literally the law, and there are very real consequences for not meeting expectations.

Technology Impostors

Sometimes it’s an issue with the technology itself. Tom O’Connor, director of the Gulf Coast Legal Technology Center and well-known industry thought-leader noted in an earlier article that errors loading data into many eDiscovery tools “Is still a mess. I (and people I work with) still get up to two-thirds of their load files with errors.” And then on the backend of that process, many solution-platforms lack reporting to help with QC. “This is absolutely crucial,” O’Connor stated. “And it’s astonishing to me how many programs don’t do it or do it in an incomplete manner.”

Service Provider Impostors

There are other types of eDiscovery impostors on the vendor and service provider side of things. Sal Llanera, who has over 25 years of experience in Forensic Technology, has held executive positions with Ernst & Young and other top accounting/consulting firms in New York supporting law firms in complex fraud and litigation assignments, and is the Founder and Principal of SL Data Management, shared some stories of his personal experiences with eDiscovery Impostors.

No QC on production deliverables:  One time an e-Discovery outfit approached me through a friend and offered me $20/gig for processing. So I sent them some personal emails (gmail accessed via Outlook) as a PST for a processing test. About 30% came back as junk, most likely due to rendering issues. I asked them what happened, and they blamed my emails, then had the audacity to ask if I’d give them another chance. 

People disappear when there are issues: With one particular vendor, we had some issues with the data over the weekend. No call back till a weekday. Come-on, we work with lawyers in a reactive environment. No weekend support?  Subpar work-ethic. This situation actually hurt my business.

Did not process data: A few years ago, I asked a friend in the business to handle a processing job for me. I handed over the drive, and in return he bought me a cup of coffee. Great, right? Two weeks later, I found out he never processed the data. It was such a large dataset, he figured I wouldn’t notice. I no longer talk to him. And like the second example, this directly hurt my business.

How to Avoid eDiscovery Impostors

Like anything else where you need to check veracity, simply do your due diligence. Ask providers for references. And then ask those references questions like:

  • How many projects they’ve done with them?
  • Are they responsive to emails/communication 24/7?
  • Are they problem solvers?
  • Were there any other issues?
  • Were they resolved quickly and professionally?

Even when you think you know someone, a little bit of research in the beginning can make a world of difference with the outcomes.


Written by Jim Gill
Content Writer, Ipro

Ipro Announces Major Performance and Productivity Gains to its Best-In-Class Processing Engine, eCapture

eCapture by Ipro

Over the last four years, Ipro has been updating its industry-leading processing capabilities based on the foundation of eCapture. It is the backbone processing engine of the Ipro for enterprise solution. Ipro’s new streaming technology has automated the entire eDiscovery process from the upload of data through Production into ECA or Review. Integrating with Ipro for enterprise’s self-service module allows custodians to upload documents without needing direct access to the controller or job queue. The automation allows customers to kick off a job and leave the office knowing that the case is rapidly moving forward.

The quality and the amount of processing options to handle complex data types truly sets eCapture apart from all other competition. This includes the QC Module, which is a feature-rich quality control module allowing customers to filter and find flagged documents, validate processed data, and easily correct issues.

While already hailed as best-in-class by industry analysts and users for its ability to take control over large, complex data sets with outstanding speed and unparalleled quality, Ipro continues to innovate and dramatically improve eCapture, creating major performance and productivity gains in the software, including:

  • Unlimited extraction of meta-data fields
  • Increases in overall processing speed, up to 40%
  • Report generation speed performance gains of up to 95% on SSDs
  • Up to 70% efficiencies in CPU usage
  • Improved processing of new and complex file types
  • Superior image and production quality, including the latest MS Office file types

In addition, several improvements were made in the latest version of eCapture (2019.6.2) including 1) the ability to auto-publish all documents to review, even those held back due to errors, 2) extracting additional metadata from photographs and PDF files, 3) the ability to convert standard discovery to streaming discovery jobs to take advantage of the speed and more efficient workflow, 4) improved handling of documents with passwords, while driving down installation and upgrade times, making it possible to move to the latest version with minimal interruptions to business and down-time.

Finally, eCapture, the engine of Ipro for enterprise, has a robust roadmap, including work with our partners to continue developing secure public API’s—allowing partners full access to customize their workflows and take advantage of the power of eCapture.

Visit us here to learn more about eCapture by Ipro or Ipro for enterprise

About Ipro Tech, LLC

Ipro is a global leader in eDiscovery technology used by legal professionals to streamline discovery of electronic data through presentation at trial. Ipro draws upon decades of innovation to deliver high-performance software, services, and support, bundled as a solution and deployed the way you want it—Desktop, On-prem or Cloud—significantly reducing the cost and complexity of eDiscovery.

The Forgotten Middle Child of the EDRM: eDiscovery Processing Challenges and How Technology Can Help

eDiscovery Processing

eDiscovery Processing Challenges and How Technology Can Help

The processing stage of eDiscovery is like the forgotten middle child of the EDRM. Most people working in eDiscovery are focused on how to best preserve and collect data, and then how to find what’s relevant from that collection during review. The processing stage – which falls between those steps – is usually just expected to happen. Like magic. But processing isn’t magic. It’s an important and challenging step in the eDiscovery process that many people may overlook.

Challenges from a Developer’s Point of View

Scott Kirk, Product Manager of Processing at Ipro, said that one of the biggest challenges when it comes to developing software for this stage is the, “near infinite file types and variations within each type.”

This isn’t something that’s hard to grasp when you think about it. Just look at all the programs and applications you may use in a given day: email, chat, social media, planning and content-creation tools, etc. All of these create different file types. Different versions of the same program or application create variations, and different formatting within each of those can create still more variations. So even something as common as a word or an excel file may seem straightforward, there are so many variables that have to be considered (reverse engineering, deconstructing them, gathering the metadata, text, etc.) when getting those collected files into review.

While adapting to new file types is important, Kirk also raises the issue of knowing “how soon to support a new ‘fad’ file-type? Is the work worth it, is the type prevalent enough to warrant the effort, time, and money to support it if one customer comes across an unusual file type once a year?”

Challenges from the User’s Point of View

Tom O’Connor, director of the Gulf Coast Legal Technology Center and well-known industry thought-leader notes three main challenges when it comes to the processing stage:

Loading Data: “Load file prep is still a mess. I (and people I work with) still get up to two-thirds of their load files with errors.”

Separate Programs: “Being able to load data into the program which will also do the review is a major help, instead of having one program for processing then moving it into a separate review program.”

Exception Reporting: “This is absolutely crucial, and it’s astonishing to me how many programs don’t do it or do it in an incomplete manner.”

Steps for Creating a Smooth Processing Stage

Know Your Data

As with most things in eDiscovery, knowing your organization’s data landscape is a good first step. Find out what programs are being used for communication and data creation and include them in a data inventory. That way if litigation should arise, you will have a heads-up for particular file-types that may be easy enough to preserve but might cause issues during processing (such as Slack or other new data types).

Don’t Wait Until It’s Too Late to Start Researching

If you’re a corporation, don’t wait until litigation is imminent to begin researching potential eDiscovery software and service providers. Know the different options which are available to your organization and which would fit your individual needs.

If you’re a law firm, it’s easy to get stuck in a “that’s the way we’ve always done it” mentality. Be on the lookout for trends in new file types that organizations are using, as well as ways to streamline the speed and outcome of data processing. You can also look for a powerful processing engine that built into an advanced Review tool. The goal is to get to the facts of the case as quickly as possible. Which means that processing shouldn’t get in the way of moving collected data into ECA and Review so that relevant data can be identified.

If you’re a service provider, you’ll also want to research if a processing engine can operate by itself or if it’s part of a larger suite of eDiscovery tools, along with any connectors available that would allow you to hook into other applications your clients may need.

Look for a Technology Partner

Fortunately, you don’t have to do all of this alone. After understanding your data and what your processing needs might be, look for a vendor that will partner with you, not only with their software, but also with the ability to provide services and support on demand, so that any situation that may arise can be handled quickly, accurately, and efficiently.

How Ipro Can Help

eCapture is the backbone processing engine of Ipro for enterprise, and can take control over large, complex data sets with outstanding speed, while producing the highest quality documents for review. eCapture’s automated workers require almost no human supervision, allowing it to continue processing data, even after hours.

File Types

Ipro for enterprise can process hundreds of different electronic file types, including complex situations such as extracting comments from PDFs or pulling additional metadata from photographs. You can also feed passwords into eCapture at the start, allowing password-protected data across jobs (Discovery, Streaming Discovery, Data Extract, Process, and Enterprise Imaging) to be unwrapped as they’re processed, including extraction from protected PST files. Then, when the job is complete, you can convert the final document collection to TIFF or PDF using high-speed production technology, saving time and money by streamlining your discovery workflow.

Load File Errors

The most recent reporting from Ipro shows that eCapture has an error rate well below industry standards (13.9% on ingestion and 6.3% on processing). Combine this with the Ipro Support Team’s 95.4% Satisfaction Rating, a Net Promoter Score of 78, and 30 years’ experience in the industry, and you know your data is in good hands.

QC Reporting

Ipro for enterprise has a feature-rich quality control module which lets QC personnel validate processed data in batches appropriate for their skill level. Ipro for enterprise will also flag certain documents for further attention during QC.

Streams into Review

eCapture by Ipro is fully functional as a standalone application, but also works as the processing engine for Ipro’s enterprise solution. With Ipro for enterprise, processed data is streamed directly into review where multiple advanced analytics tools (including ECA and TAR) are available, giving reviewers eyes on documents in minutes.

Find Out How Your Organization Can Get 15x Faster Processing with Ipro!


Written by Jim Gill
Content Writer, Ipro