Tag Archives: small law firms

What Should Be in the Small Law Firm eDiscovery Toolbox: The Lawyerist Interviews Derek Miller

small law firm eDiscovery

The small law firm is often left out of the eDiscovery conversation. Faced with choosing an enterprise tool, sticking with legacy eDiscovery software that is no longer being developed, or the old standby, manual processes, it might seem that small firms are left little in the way of eDiscovery options.

But that isn’t the case. Recently, The Lawyerist interviewed Derek Miller, VP of Desktop Solutions at Ipro, on several of their podcasts, talking about just that: eDiscovery tools small law firms should keep in their toolboxes.

Why Do Small Firms Need to Care About eDiscovery?

Derek Miller: I have a firm that I work with here in Phoenix, a small firm, two attorneys and two paralegals. And they’ve decided to use technology from start to finish. From the first meeting with a client, they start a chronology on what they’re going to produce, and what they’re getting from opposing counsel. And they start with electronically created information and images, which means someone has to process it and work with it. So they use our desktop software to ingest that information, review, and produce it. They also manage their transcripts and synchronized video, and they build the entirety of their case through the use of this technology.

At every stage, they’re reviewing, producing, scanning, coding data, and putting it into a product that will allow them to then take all of that information and transition it through the litigation life cycle and then go into trial and present that information. Ironically, everyone has to prepare as if they’re going to trial; whether or not they end up there is dependent upon the case. And because they’re using technology at every stage, they’re already familiar with the facts all the way through, solidifying their strategy.

Lawyerist: They don’t have to wait until pre-trial, or even discovery, they’re ready to go from the beginning of the intake process. That sounds like a pretty powerful way to approach trial prep and litigation in general.

Derek Miller: I think so. And because they’ve adopted the software and are using it through the whole process, they don’t have to relearn it each time when they get to a certain stage. It’s just a natural part of the practice.

Lawyerist: How would a firm get started using technology like that?

Derek Miller: That’s a great question. First, go out and evaluate a couple of different products, decide what it is that you’re trying to do, and then how a particular software fits that goal.

Secondarily, I would invest heavily in the training. Once you become familiar with the software, then make that a part of your workflow.

Fact Management:

Lawyerist: What’s a tool that you think should be in every litigator’s toolbox?

Derek Miller: I think one of the tools that can be really helpful, and that’s a little bit underrated, is a Fact management tool.

Lawyerist: What is a fact management tool?

Derek Miller: It’s a tool that bridges the gap between the discovery/production phase of litigation and the trial phase. And with every case, you should be preparing as if you are going to trial, even if you don’t ultimately end up in the courtroom.

Lawyerist: I’m imagining that a fact management tool uses key facts, material facts, extraneous facts, as the central organizing principle, and my assumption is that it helps me organize what those facts are and identify why they might matter, helping me draw connections between them.

Derek Miller: Yeah, I think one way to think about a fact management tool is it’s like one of those photographic mosaics, where you’re trying to take a bunch of those little individual pictures and turn it into one big picture. And with litigation, you start with one big picture in mind, and then with all the little pictures you’re given, you try and paint it so it’s accurate and clearly seen. Sometimes that’s harder to do, because you’re stuck with all these little pieces of evidence, and you have to align those with all of the facts and issues of the case. A fact management tool can help you do that. You have to have the ability to manage witnesses, documents, testimony, and a chronology, and the ability to visualize “what happened when” is a key part of painting that picture.

Lawyerist: You just mentioned a chronology, what are some other key features you want to look for in a fact management tool.

Derek Miller: Something that ties together facts and the evidence that goes with it, whether that is a document, an email, a video, a transcript testimony from a deposition, any of those are all key pieces you want to manage. Additionally, you don’t want a tool that’s a bridge to nowhere. And what I mean by that, is that it would be great if all the effort and work product was going to transition easily into whatever you’re going to use for trial.

Lawyerist: Because the idea here, is that whenever I see a fact, it’s providing me with the additional context. So I know what that fact means, what the significance is, if it turns out to exist or not exist, if the fact is disproved or proved, and what that means for my case, and what are the documents I’m going to need to prove it up or disprove it.

Derek Miller: You’re right, and then which witness is going to testify and who’s going to introduce that evidence to help you out.

Lawyerist: Is this something that will work with my presentation software, or is this just something I would use myself on my laptop at my desk?

Derek Miller: It could be either/or. As I mentioned earlier, it could be something that’s going to transition that work product right into the trial software, so that if you do end up in the courtroom, you’re not redoing that work. It’s all going along for the ride.

Lawyerist: And that’s the philosophy behind Ipro, right? It’s something you begin using at the beginning of the case that helps you along the way, and then it also turns into a fact management tool as you need it to be, and it also helps you present your case at trial, and handles the whole lifecycle of the case.

Derek Miller: Exactly. We’re all about simplifying that entire process, from the start of discovery all the way through trial.

Redaction Woes:

Lawyerist: You were telling me about some PDF redaction disasters you were seeing recently that show what happens when you use software correctly, but for a purpose which it was not intended. Tell us what you’ve seen.

Derek Miller: Recently in the news, there was the story of the redacted information that was erroneously or accidentally exposed because of the tools that were used to do the redaction. It’s probably not the first or last time that will happen, but in this instance, it was an issue of understanding how the technology works versus the software itself, and that can be the bigger problem when it comes to selecting tools for the toolbox.

Lawyerist: So in this case, remind me, what was the situation and what was the tool that went wrong?

Derek Miller: Basically, the situation was they went through and they redacted some grand jury information, and the software did work as it was intended, and it did redact, but that doesn’t mean it was permanent or fixed, so an outside party was able to highlight, copy, and paste, and then show that redacted information in another document.

Lawyerist: This was the kind of situation where, someone drew black boxes over the document, which works if you’re going to print it, but doesn’t actually redact the digital information from the file.

Derek Miller: Correct. When you have an image or text, you can put a black box over it all you want, but the underlying data is still there. So while they did choose a redaction tool, they didn’t double check to make sure the information wasn’t still available.

Lawyerist: So how can lawyers make sure that when they are redacting PDF documents or other digital documents, they’re doing it correctly.

Derek Miller: That’s kind of the challenge: picking the right tool for the right job. Based on this recent experience, anyone doing redactions and producing redacted documents is going to understand how those tools work and be a little more careful so they avoid this type of mistake. But mainly you want to make sure you have the right tool in your toolbox. So use software that’s specifically designed to redact and produce those redactions accurately. And as far as the functionality of the software, you want to make sure it does a couple of things like automatically re-OCR the document to remove the text under the redaction, run validations to make sure the redactions are burned in and the text is correct, and then be able to create layered redactions so that multiple production sets can be sent to multiple parties.

In addition to those functions, in the Ipro for enterprise and Ipro for desktop products, there is a feature called Production Shield which identifies those types of documents that need that added layer of review before they’re produced.

Lawyerist: Which can keep you from making mistakes. Kind of like the email feature that reminds you when you’ve forgotten to attach something.

Derek Miller: Exactly. In a similar way that your email will ask, “Are you sure you want to send?” or “Did you mean to attach documents?” Production Shield works in a similar way where it says, hey, you may want to check these documents to make sure the redaction is correct and there’s no underlying text that could inadvertently get disclosed.

Lawyerist: That sounds pretty handy! Thanks so much for being with us today, Derek.

Derek Miller: Thank you.

 

Find out how 5 legal teams overcame their challenges, utilizing Ipro’s Hybrid approach to eDiscovery.

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Ipro eDiscovery Adventure Guide

5 Reasons Your Legal Team is Being Held Back by Legacy eDiscovery Software

legacy eDiscovery software

We’ve all been there: we know we need to change our way of doing things but are stuck in the status quo. We tell ourselves, if it isn’t broken, why fix it, because the thought of going through the difficulty of evolving often overshadows any benefits that might come with updating.

Those of us working in eDiscovery are no different. Even as digital information is constantly growing, file types changing, and processing and review costs continue rising, we hang onto outdated software that becomes more and more unstable with age—from limited processing capabilities, issues with filetype compatibility, or a lack of continued development and support.

Here are 5 reasons why continued use of unsupported legacy software is a ticking time bomb in your eDiscovery process.

  1. Tech Support

This is an obvious one. Using legacy eDiscovery software that is no longer supported by the company that created it is like driving a car with high-mileage and no warranty: it may still run fine and get you from point A to point B, but when it breaks down, you’re on your own.

  1. Operating System Support

As far as digital lifespans go, 5 years is a long time. If your legal team is using legacy eDiscovery software which was created for older versions of an OS, it could lead to issues if it’s no longer being supported to meet with scheduled OS updates. (For example, Microsoft released Windows 10 in 2015, which has had 7 additional versions updates since then, with various “end of service” dates scheduled in 2020).

  1. File-type support

It’s no secret that data is growing exponentially each year, particularly in the corporate sector. From an eDiscovery standpoint, the challenge lies with the near infinite number of file types (and variations within each type) in which data can live. Every program and application you use creates different file types: email, chat, social media, planning and content-creation tools, etc. Different versions of the same program or application create variations of those file types, and different formatting within each of those can create still more variations. From this perspective, it’s easy to see why a legal team needs software that is continually being updated in order to keep up with this growth.

  1. Lack of advanced tools and analytics for today’s workflows

More and more, legal teams are looking to add the latest tools which increase the speed, accuracy, and efficiency of document search and review. If your team is using software that is no longer being developed or supported, you may be missing out on the latest innovations in Early Case Assessment (ECA), Technology Assisted Review (TAR), and other advanced technology which allows your team to deal with larger datasets and take on more complex cases.

  1. Difficulty meeting unique production requirements

FRCP Rule 34(b) states that a requesting party may specify the form or forms of ESI production, which are determined by the parties at the Rule 26(f) “meet and confer” conference. The inability to meet unique production requirements due to outdated or unsupported software will result in having to turn to outside service providers to do the job for you, resulting in extra costs and added stakeholders, in order to meet the production deadline.

Functional Software isn’t a Long-Term Solution

It’s time to stop struggling with legacy eDiscovery tools. Ipro easily migrates data from the most popular legacy flat-file review databases and has been purpose-built with the most cutting-edge features in eDiscovery. No matter what your eDiscovery needs are, Ipro has the flexibility, scalability, and value to meet them.

 

Register for Ipro’s upcoming webinar:

eDiscovery from the Trenches: 3 Veteran Practitioners Discuss How to Create a Successful eDiscovery Workflow

6 Reasons Why Desktop eDiscovery is a Viable Solution in a Cloud-Based World

desktop eDiscovery is a viable solution

6 Reasons Why Desktop eDiscovery is Still a Viable Solution in a Cloud-Based World

For several years now, cloud-based eDiscovery has been touted as the wave of the future, and there’s no doubt about its benefits.

  • Scalability

In the cloud large datasets aren’t a problem, giving you the ability to scale when big cases arrive at your door

  • No Maintenance Required

Because the cloud host manages software and infrastructure updates, you never have to worry about upgrades

  • Predictable Pricing

Cloud-based platforms are often priced on a subscription model, giving the user predictability when it comes to budgeting

But for all the power the cloud brings, sometimes it’s not always the answer to an organization’s needs before or after review. That’s where a modern (not legacy products from the last decade), easy-to-deploy, local solution can cut a lot of hours and pain from your daily workload, while keeping overhead even lower than a cloud-hosted enterprise solution.

Here are 6 reasons desktop eDiscovery is still a viable solution:

Low Cost Quick Look

Need to take a quick look at a PST, some loose files, or a few directories of data? If you FTP your data to the cloud, it adds to your hosting costs. A solution like Ipro for desktop allows you to quickly ingest any native data, perform ECA and quick Review, find what you want, and produce it. If data needs to be hosted after that, you’ll only be paying for what’s relevant.

After the Case is Done

After a case, you need to maintain the data, allowing you to go back and retrieve and produce documents when asked. But do you really need to leave that data in the cloud where monthly hosting fees continue to add up? Ipro for desktop allows you to archive your hosted cases locally with the full power to access everything at any time, with virtually no cost.

Fact Management and Case Prep

You won’t find this in enterprise cloud eDiscovery platforms! But with Ipro for desktop, data streams from Review into the fact manager, allowing you to organize evidence at any phase of the litigation life-cycle. Rather than just tagging a document for later, users can cite the specific text or section of a document, link it to the “fact” and call it up during presentation. You can also share and search transcripts between modules, making your case-build efficient and simplified.

No Internet? No problem!

Even with today’s technology, you may still find yourself without internet, whether in the courtroom, on a plane over the ocean, or when service may just not be what you need. With Ipro’s desktop eDiscovery solution, you can go completely mobile with a “Published” version of your case that runs in the review database on your local machine. Once you have service again, you can sync all of your changes and work-product back to the network.

Other tasks that may be difficult for cloud platforms but not for Ipro for desktop

  • Scan directly into a database
  • Print from a print server to offload the individual Review user machines
  • Easy bulk Unitization of large documents
  • Easy bulk image and OCR of documents
  • Ingest raw images without a loadfile
  • Clip and crop 3rd party production images and re-brand
  • Manual coding with names normalization
  • Custom production options, and many more…

Scale to the Cloud When Things Get Big

Yes, a desktop solution can surge to the cloud if the need arises. If your cases get too large for your physical infrastructure or need to be accessed online by co-counsel, they can temporarily be moved to the Ipro cloud, giving you that extra horsepower on demand, allowing you to take on cases of any size or complexity without significant ramp-up time or monetary investment.

Conclusion:

Again, the cloud has many benefits, but there are some things only a desktop solution can do. And if it’s been purpose-built for modern challenges, there’s no reason why desktop shouldn’t have a place at the eDiscovery table.

To learn more about Ipro’s Desktop eDiscovery solution, visit us here.

Introducing the New Ipro for desktop: eDiscovery Unplugged

Ipro for desktop

Ipro Tech, LLC, a global leader in eDiscovery and Trial software technology, announced today the release of its desktop deployed Ipro solution. Ipro for desktop runs in a dynamic dashboard that launches different modules in a stack and seamlessly flows data through the different phases of litigation: case management, administration, processing, review, fact management, and trial presentation with TrialDirector 360®. With this true all-in-one litigation platform, you can effortlessly manage reviews, unitize documents, ingest native files, and produce documents.

“A lot of hard work has gone into this release, and we’re excited to showcase the product and all its capabilities,” said Derek Miller, VP of Desktop Solutions at Ipro. “Our development sprints included valuable feedback from our customers, and this release has many of the features and functions our users want. We look forward to continuing these relationships to develop and build the best purpose-built litigation solution on the market.”

BigLaw Power, Small Firm Overhead

Ipro for desktop is a processing, review, and production solution that easily handles millions of records and is accessible by any number of users within your infrastructure.  It manages complex scanning by using batching or seamlessly inserting individual documents into families with numerous formatting options, including OCR.

By harnessing the power of Ipro’s built-in, cutting-edge processing engine, the streaming feature puts high-quality data into review twice as fast as other industry-leading desktop applications. And because it is locally deployed and can operate offline, no SQL backend or DBA is required.

Ipro for desktop can be deployed in less than an hour with all the functionality you need to review cases of any size, is approved for use by government agencies, and easily lets you migrate from the most popular legacy flat-file review databases.

And if your cases get too large for your physical infrastructure or need to be accessed online by co-counsel, they can temporarily be moved to the Ipro Cloud, giving you that extra horsepower on demand, allowing you to take on cases of any size or complexity without significant ramp-up time or monetary investment.

Julie Laboe, expert consultant and trainer in eDiscovery and litigation database programs and trial presentation software states, “I’m seeing the scenario [of small firms facing large data sets] more than ever before, and Ipro for desktop simply levels the playing field for small firms against the bigger players in any type of case.”

TrialDirector 360

In the Ipro for desktop solution, Review links directly to TrialDirector 360, so the user can simply right-click to integrate documents into Case Story and TrialDirector. With this Ipro for desktop release, enhancements to TrialDirector 360 include: Data Sync, allowing multiple users to collaborate and work on a case simultaneously; Import and Export Case functionality, allowing users to back up their cases and easily move from a desktop to laptop for use in trial; and enhancements with the document re-sequencer and exhibit label designer.

With Case Story, you can create and support facts with evidence at any phase of the litigation life-cycle. Rather than just tagging a document for later, users can cite the specific text or section of a document, link it to the “fact,” and call it up during presentation in TrialDirector 360. Other features in TrialDirector include the new transcript module, which allows sharing and searching of transcripts between modules, making your case-build efficient and simplified. It also provides improved Data Indexing and Streaming.

The lawfirm Salvi, Schostok & Pritchard uses TrialDirector as their go-to presentation software, and since making the transition, they have far more control and flexibility over their presentations and credit the ability within TrialDirector to effectively present evidence and paint a picture that resonates and reinforces their case for the jury to successful trial outcomes, including a recent $148 million personal injury award and a $50 million dollar birth injury award.

Free Training Offer on Ipro for desktop

Ipro for desktop, including Case Story and TrialDirector 360, were available for demonstration at the company’s annual user conference, Ipro Tech Show, held at Talking Stick Resort in Scottsdale, Arizona, April 29 – May 1. And as part of the product launch, two special sessions will be offered  for newcomers to learn more about Ipro for desktop with a demonstration, plus hands-on learning and interaction in the software, at Ipro’s Tempe, Arizona headquarters on September 5th, 2019. This event is limited to 16 people per session, and attendees will receive a $200 credit towards the deployment package if they decide to purchase the Ipro for desktop solution.

Contact us to begin your discovery

 

If you are a current Ipro Eclipse SE user, please contact your sales representative for more information about migrating.

Ipro – Simplifying the Process from Discovery to Trial.

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.

 

Be a Game-Changer or You’ll End Up on the Sidelines: Why Law Firms Should Be Investing More in eDiscovery Technology

investing in eDiscovery

Most of us saw the headline in Forbes at the beginning of this year about the record increase with organizations investing in eDiscovery and other legal technology for 2018. “713% Growth,” it proclaimed. Which should come as no surprise to anyone who’s been following the trends over the last several years. I can imagine the industry evangelists all nodding their heads assuredly: “Told you so.” And according to the recently released Altman Weil Law Firms in Transition 2019 survey, it’s not just the legal tech folks, but law firm leaders as well, who “agree almost unanimously (96 percent) that a focus on improved practice efficiency is a permanent trend in the profession.”

But just because law firms agree, doesn’t mean they’re changing anytime soon. Why? The top four reasons given in the survey are:

  • Law firm partners resisted most change efforts (69 percent up from 44 percent in 2015)
  • Law firms experienced insufficient economic pain to motivate change (66 percent)
  • Most partners were unaware of what they might do differently (60 percent)
  • Clients weren’t asking for it (59 percent)

It’s not really an unfamiliar story. In fact, much of the growth over the past several years has been with corporate legal teams bringing eDiscovery in-house. But if you rewind the clock to 2015, many of them were giving similar reasons for putting off investment in legal tech, until enough corporate legal departments realized the benefits – namely by becoming educated on new tools and processes and how adapting them could affect significant cost savings. Those same driving forces can also apply to law firms.

Clients aren’t likely to drive the change. If you’re in the middle of litigation and need to send large data sets to outside counsel for processing and review, you probably aren’t going to push the law firm to invest in new technology. You simply want the job done correctly so that a resolution can be reached.

Which is why it’s up to technology vendors and forward-thinking law firms to move the needle and push the industry beyond its entrenched views. Law firm leaders might ask, Why change when things are going well? Two reasons: Because efficiencies gained through technology investment can make what is going well go even better, and an economy that is up will eventually go down.

In fact, 62 percent of respondents in the Altman Weil survey indicated in-house legal teams doing more of their own eDiscovery was currently taking business from them. So, if technology can help in-house teams increase their effectiveness, increase the defensibility of their processes, and cut costs, then it stands to reason that law firms can do the same by streamlining their processes and increasing their investment in technology.

The most difficult and expensive stage in eDiscovery is related to the right-side of the EDRM (processing and review). Most corporate legal teams are using technology to help with the left-side (information governance, preservation, and collection). Yes, there are some who do everything in-house, but this requires an extremely mature in-house eDiscovery process, with all of the stakeholders (Legal, IT, and Business Units) working together seamlessly, as well as a robust technology solution.

Which means, when litigation arises involving large data sets, complexities with file types, and complicated search needs, those in-house teams are still going to want to utilize law firms or service providers that specialize in elite eDiscovery. Which in turn means, the 31% of law firms who aren’t resistant to investing in technology are going to be able to take on bigger cases and more of them, while recouping their costs.

As Nicole Black said in a recent Above the Law article, “Large law firms are happily winning at checkers, while the rest of the world has long since moved on to chess.” As the ubiquity of electronic evidence in both civil and criminal cases is becoming more and more inevitable, law firms would do well to become game-changers instead of being left on the sidelines.

Written by Jim Gill
Content Writer, Ipro

Contact us to begin your discovery

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Ipro – Simplifying the Process from Discovery to Trial.

 

Is Desktop eDiscovery the Future for Smaller Organizations?

desktop ediscovery

Is Desktop eDiscovery the Future for Smaller Organizations?

Smaller firms and organizations are often left out of the conversation when it comes to eDiscovery. Yes, they still are expected to handle electronic evidence as it arises in civil litigation or in criminal cases, but because of limited resources, they often must manage ESI either using older legacy software or by handing their data over to a 3rd party vendor.

Many in the industry are saying that new cloud offerings are the solution for small firms, and certainly they give power and flexibility, but are often geared toward enterprise clients (just imagine your grandfather buying a high-end gaming computer to play solitaire and you’ll get the idea). Plus, many firms aren’t ready to move operations to a cloud-based platform, instead wanting to keep things in-house for control and security. That’s where powerful eDiscovery software, which can be deployed on a desktop quickly, affordably, and with continued development and support is a game-changer for smaller shops—keeping them ahead of changing technology trends.

Ipro (desktop) is a discovery, review, and production solution that easily handles millions of records. It is accessible by any number of users within your infrastructure and it can be deployed in less than an hour with all the functionality you need to review cases of any size.

Bob Meyers, 20-year eDiscovery industry veteran and consultant, shares his recent experience working with a small firm out of Las Vegas who focuses on criminal defense: “They had just received a data dump of over 700,000 documents from the DOJ, and needed to find a cost-effective tool quickly to help them load, process, and review all of those documents. Ipro (desktop) became their number one solution.”

A lot of legacy desktop eDiscovery solutions aren’t supported or continually developed. They’re out-of-the-box options, and often out-of-date in dealing with the latest issues. If you want the latest technology, you’re expected to move to the cloud. But in today’s dynamic technology world, simply having functional software isn’t a long-term solution. That’s why the Ipro development team is continually working to meet industry challenges, while the Ipro support team is there to help you with anything that may be an issue today and future-proof your needs.

Along with the latest support and development, Ipro (desktop) lets you easily migrate from the most popular legacy flat-file review databases and has been purpose-built with the most cutting-edge features found in any in-house review platform. Effortlessly manage reviews, unitize documents, ingest native files, and produce documents with this true all-in-one litigation platform.

An additional benefit with Ipro, is that their desktop deployment isn’t the only option: they also have a powerful and robust cloud offering. If your cases get too large for your physical infrastructure or need to be accessed online by co-counsel, they can temporarily be moved to the Ipro Cloud, giving you that extra-horsepower on demand, allowing you to take on cases of any size or complexity without significant ramp-up time or monetary investment.

As electronic data continues to grow and become more and more standard as part of the legal progress, smaller firms need the flexibility to operate powerful software while fitting within their personnel and resource budgets. Ipro (desktop) begins to close that gap. Or as Julie Laboe, expert consultant and trainer in e-discovery and litigation database programs and trial presentation software states, “I’m seeing the scenario [of small firms facing large data sets] more than ever before, and Ipro (desktop) simply levels the playing field for small firms against the bigger players in any type of case.”

Contact us to begin your discovery

 

Written by Jim Gill
Content Writer for Ipro Tech

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.

eDiscovery Technology for Small Law Firms? The Answer Isn’t Necessarily Found in the Cloud

If you look at the news or even the endless supply of police procedurals and legal dramas streaming on Netflix and Hulu, you would think that everyone is aware that evidence these days is often electronic. But according to a recent Thomson Reuters survey, only 19% of smaller law firms are investing in eDiscovery technology and only 2% plan to do so in the next year (Who else gets an image of paralegals printing out emails and reviewing stacks of paper documents that were created digitally?). 

Most small firms are probably working off the assumption that eDiscovery software solutions are cost-prohibitive and only a worthwhile investment for larger firms or in-house corporate legal departments. But times have changed, especially with a move to cloud-based platforms. But what if you don’t want to move to the cloud? You may want the control and security that comes from having your operations on-prem. Or you may be a small shop that wants to keep things simple and keep costs lower than even the cheapest cloud-based offerings. You may even want to run the entire discovery process straight through review into trial preparation and presentation software on the same machine. 

Many desktop-based eDiscovery options are legacy platforms. They may still be available for use, but they aren’t being supported in the present or developed for the future. And in today’s dynamic technology world, simply having functional software isn’t a longterm solution.  

And this is where small firms find themselves stuck: either they adopt cloud-based solutions that were built with larger users in mind or they are left with outdated, unsupported desktop solutions. It’s no wonder many of them simply stick with the old way of doing things. 

But instead of a “go cloud or do nothing” approach, the small firm solution might be a powerful, locally deployed, low-overhead eDiscovery suite. A tool that can quickly ingest, scan, and OCR an array of file-types directly into review. Software that has the most up-to-date review tools of a cloud-based platform. And then, when production is finished, the same machine can move data seamlessly into trial presentation software on a laptop for use in trial. Ia case comes along that is too large for a firm’s physical infrastructure or needs to be accessed online by co-counsel, it can simply be moved to the cloud, allowing small firms to take on cases of any size or complexity without significant ramp-up time or monetary investment. 

Imagine it – a small law firm with high-end eDiscovery capabilities deployed locally. Unicorn? Game-changer? Or the answer that’s been hiding in plain sight all along. 

Learn more about the most comprehensive desktop-based eDiscovery solution on the market. 

 

Should Small Firms Adopt eDiscovery?

To a small law firm, perhaps one of the most anxiety-inducing aspects of eDiscovery is the uncertainty. There is a starting point and an endpoint, but the in-between can be a walk through a minefield. The most significant question of all can be, “Can we do our eDiscovery in-house?”

To help you safely navigate eDiscovery, let’s look at the most common pitfalls you’re likely to encounter and how to get past them.

You Don’t Have a Lit-Support Staff

When people think about discovery, it’s usually teams of attorneys burning the midnight oil, sifting through data to find that smoking gun. It can take an entire supporting staff to manage the technology that gets ESI in front of reviewers. These are the folks whose responsibilities include:

  • Loading data into review systems
  • Keeping the pipeline moving by batching data
  • Handling technical issues that might arise

However, the cost of maintaining or outsourcing work quickly becomes prohibitive, limiting the size of cases you can manage. Fortunately, as eDiscovery has become more common, related technology is making leaps and bounds.

For example, Ipro Tech’s Automated Digital Discovery platform lets organizations of any size implement a workflow where discovery data is automatically copied, processed, filtered and loaded with minimal human interaction. Systems like these can quickly pay for themselves; time and staffing requirements are reduced while more extensive and lucrative cases become feasible.

Your Current Solutions Can’t Scale to Your Projects

The phone rings. It’s the case of a lifetime. You eagerly agree. But fast forward a few months; megabytes become terabytes, and your eDiscovery platform is redlining trying to keep up.

It’s critical to remain aware of any thresholds your technology might have, and plan accordingly. If you’re expecting to take on bulkier cases, choose an eDiscovery platform for the future. Knowing the options for swappable and burstable licensing is a must before committing to a solution. Does the provider offer both; In the Cloud or Behind the Firewall options?

Make sure you find a veteran provider, like Ipro Tech, who offers live support, training and consulting to ensure clients are never stuck while deadlines loom. Client-focused providers often have service teams, like Ipro’s Professional Services, which are deployed to provide clients with any necessary support from implementation to project management.