Tag Archives: Workflow Best Practices

Ipro Case Study with Chamberlain Hrdlicka

Challenge:

With a thriving practice, the burden of growing discovery volumes was challenging to manage. Chamberlain Hrdlicka had adopted litigation document review, processing, and transcript management software years earlier; however, with exponential growth in client data volumes, the limitations of that software became glaringly evident. They experienced performance and workflow issues on many cases, resulting in a great deal of stress on human resources. As a result, they set out to optimize the firm’s litigation software technology.

Their goals when searching for a new e-discovery solution for the firm and their 125 attorneys were to:

  • Increase ingestion speed by utilizing a distributed computing
  • Improve reviewer efficiency and precision for their legal
  • Reduce stress on their eDiscovery team

Prior to the implementation of the Ipro eDiscovery Suite, they found themselves working nights and weekends waiting for documents to upload into review. Their eDiscovery group could only take on so much work due to the time it took to prepare for review and prepare productions.

Solution

The Ipro eDiscovery Suite provided their firm with powerful processing, review and production capabilities “unlike any we’ve had before,” which allows them to give clients the relevant data they need at quicker speeds. “We’re able to maximize the integrated platform to quickly ingest, cull and search data collections, taking advantage of the advanced analytics features for e-mail threading, deduping, automated clustering and converting relevant documents to TIFF while the review is still in progress.” Chamberlain Hrdlicka

Prior to using Ipro, the process to review a current caseload would require a much larger team of reviewers; now, they can accomplish the same task in less time with significant cost savings. They can conduct a high-level ECA (Early Case Assessment) once the documents are into the review platform to know if there are gaps and whether they have everything they need for the case. The Ipro eDiscovery Suite has allowed them to handle large, intricate cases on a routine basis while mitigating significant impact to their attorneys’ workload. Despite the relatively small team, Chamberlain Hrdlicka can now optimize efficiency and productivity through the use of state-of-the-art technology, setting themselves apart from other firms—both large and small.

Benefits

“The addition of Ipro revolutionized how we work, what services we provide, and the number of resources required to get the work done. Upon implementation, Ipro led us to create a service provider model within our firm, allowing us to save time, resources and money and serve our clients in a more meaningful way.” Chamberlain Hrdlicka

The Ipro eDiscovery Suite ultimately improved the firm’s ability to produce higher quality, streamlined reviews and provided the flexibility to handle cases of any size. Using Ipro, they were able to increase their caseload by hosting over 330 cases and 40TB of data, while still working fewer hours and maintaining a small team. “The workflows are well thought out and the system is intuitive to use, which minimized the learning curve for our technical staff, support personnel and attorneys as they adopted the system.” Chamberlain Hrdlicka

They can offer their clients confidence in what the review process will cost. There won’t be any surprise expenses associated with using a third-party vendor or data hosting fees. They continue to leverage Ipro’s advanced technology to provide innovative, defensible and cost-effective eDiscovery and litigation support services. They can reduce client costs through increased productivity and reduced complexity, rather than by discounting rates.

To learn more about Ipro’s eDiscovery suite and how it can work for you, contact us or visit our website for more information.

 

About Chamberlain Hrdlicka

Chamberlain Hrdlicka is a diversified business law firm with offices in Atlanta, Houston, Philadelphia and San Antonio. The firm represents both public and private companies, as well as individuals and family-owned businesses across the nation. The firm offers counsel in tax planning and tax controversy, corporate, securities and finance, employment law and employee benefits, energy law, estate  planning and administration, intellectual property, international and immigration law, commercial and business litigation, real estate and construction law.

https://www.chamberlainlaw.com/

 

About Ipro Tech, LLC

Simplifying the Process from Discovery to Trial

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 solutions and services that significantly reduce the cost and complexity of eDiscovery.

https://www.iprotech.com

 

Tech Tip Tuesday: Pausing Jobs and How This Could Affect Deduplication in eCapture

Here’s a common situation that could cause problems when pausing jobs and a tip to prevent it.

When it comes to pausing jobs you should know the possible impact this could create with deduplication. In general, pausing a job will not impact anything with the job, but this can change depending on other jobs that are running or will be run. Here is an example of something that can happen:

We start a job called Job A. Then we pause Job A and start another job (Job B) in the same custodian.

We are de-duplicating at the custodian level.

Let’s say Job A has processed 10 files before it was paused, one of those files was found in Job B > Job B will list the item as a duplicate of the item in Job A.

Let’s let Job B finish and unpause Job A and let it finish

The last item in Job A was a duplicate of an item in Job B > Job A will deduplicate it out, keeping the item from Job B

In this case, both jobs have an item that was deduplicated from the other. Whichever job discovers the item first will be the reference, and all other jobs will mark their items as duplicates, even if one job finishes before the other or if a job is paused.

Starting jobs

 

Let’s go over another scenario:

Let’s start Job A and let it get through the same 10 documents again, then pause it

Now we will start Job B and let it finish. One of Job B’s items is a duplicate of one of the items in Job A that is done with processing and gets deduplicated

Now we delete Job A. What happens to the item in Job B? It still is marked as a duplicate, and will still be deduplicated.

Now we are in a problem where an item is getting marked as a duplicate despite the original job being deleted. Normally if we delete Job A before starting Job B, this wouldn’t cause a problem, but because the jobs were active at the same time, the jobs are now “linked” by their duplicate items, and deleting one job means potentially re-running the other.

Knowing this ahead of time in the event you need to pause a job will ensure nothing important to your review gets missed.

For more tips be sure to check out the Ipro Community page or visit Iprotech.com.

Tech Tip Tuesday: eCapture

eCapture

We polled our Support team and Ipro Community to find some common questions our product users had and the best resolution. Check back on Tuesdays for more tech tips to help you make the most of your Ipro investment.

Pausing Jobs and How This Could Affect Deduplication: eCapture

If you are ever in the situation where you need to pause a job in eCapture for some reason, then you should know the possible impact this could create with deduplication. In general, pausing a job will not impact anything with the job, but this can change depending on other jobs that are running or will be run. Here is an example of something that can happen:

We start a job called Job A. Then we pause Job A and start another job (Job B) in the same custodian.
We are de-duplicating at the custodian level.
Let’s say Job A has processed 10 files before it was paused, one of those files was found in Job B > Job B will list the item as a duplicate of the item in Job A.
Let’s let Job B finish and unpause Job A and let it finish
The last item in Job A was a duplicate of an item in Job B > Job A will deduplicate it out, keeping the item from Job B

In this case both jobs have an item that was deduplicated from the other. Whichever job discovers the item first will be the reference, and all other jobs will mark their items as duplicates, even if one job finishes before the other or if a job is paused. Let’s go over another scenario:

Let’s start Job A and let it get though the same 10 documents again, then pause it
Now we will start Job B and let it finish. One of Job B’s items is a duplicate of one of the items in Job A that is done with processing, and gets deduplicated
Now we delete Job A. What happens to the item in Job B? It still is marked as a duplicate and will still be deduplicated.

Now we are in a problem where an item is getting marked as a duplicate despite the original job being deleted. Normally if we delete Job A before starting Job B, this wouldn’t cause a problem, but because the jobs were active at the same time, the jobs are now “linked” by their duplicate items and deleting one job means potentially re-running the other.

For more tips, be sure to join our Ipro Community.

How to Have a Work/Life Balance in a 24/7 Working World

We hear it all the time:

“I can’t have lunch; I’m slammed.”

“I would, but I’m wrapped around the axle.”

“I can’t train the new guy; I’m too busy.”

“I can’t make the game because I have a deadline.”

And the list of excuses about work goes on and on.

Let’s face it, eDiscovery is hard. We all know the challenges of working within and servicing the litigation profession and yet, we are still here. Times are tough, data is growing, and finding the people we need on our staff is like searching for a pink unicorn.

I have learned the hard way just how demanding our industry can be. I put in the long hours, skipped time with family, worked through every vacation and just about reached my breaking point. Fortunately, I learned a few things along the way that had I known 15 years ago, my life would have been much more in balance. As a leader, I try to leverage my experience to help my team and colleagues work smarter, not harder.

My secret formula? Process + Workflow + Technology + People = Balance

First, inefficient processes are the broken foundation that creates chaos in a business such as ours. Starts and stops, single-points of failure, and relying on that one person who remembers everything is a recipe for disaster. Evaluate the processes, find the waste, eliminate unnecessary steps, and create a system that works for you. Document and distribute processes and procedures to all staff, and make sure they understand those methods. Accountability will become much easier.

You have documented processes, but what is the workflow? How many people are touching, editing, and approving a given project? Where are all the places that the project sits and waits? Automate as much as possible to ensure that the ball keeps moving even when key staff are unavailable or working on other projects. Be sure to build in reliable tracking mechanisms throughout the process to ensure that all necessary information is available to everyone.

When it comes to tracking and workflow, it is important to leverage technology solutions to keep everyone in the loop and make information available universally. Transparency in projects creates a better and stronger working environment and reduces emails and phone calls trying to figure out what is going on. A centralized system is critical to reliable processes and smart workflow.

Finally, empower the people on your team to make appropriate decisions rather than create a bottleneck by making everything go through you. Allow your employees or teammates to take full responsibility for their job and be available to help when necessary. Also, cross-train other staff or junior members of the team to create a dependable bench. Scalability is challenging to do when only a couple of people have the skills and understanding to do a specific task. Be prepared by having a diverse team that can cover for each other in the event of vacations, illness, and turnover.

Is every day going to be a perfect balance of productivity and time at home? Probably not. But by creating an environment with the right technology, efficient processes, fluid workflows, and dependable people, you’ll be capable of accomplishing so much more while still enjoying the great little moments that life will bring you.

5 Must-Follow Best Practices for Implementing New eDiscovery Technology

new ediscovery technology

There’s no question any organization can benefit from new eDiscovery technology. However, it’s still important to keep in mind this requires more than just making a purchase. To fully reap all the benefits (and avoid disrupted productivity), there are best practices that an organization should keep in mind when bringing in the latest technology.

Because organizations today vary so much in size and scope, we will discuss a few of these best practices from a high level. There might be one or more practices specific to your own organization, but the following concepts are universal.

1. Outline Your Objectives

For starters, simply replacing your old products is not an adequate objective. Similarly, it’s not sufficient to implement new eDiscovery technology, then send out a company-wide email to announce it, and then hope your team adopts the new software. Instead, apply a project-management approach. Set tangible goals to define your success, e.g.:

  • Check Workflow Compatibility
  • Deploy Role-Specific Training
  • Perform Comprehensive Testing
  • Ensure Proper Migration

When you’re measuring concrete objectives against tangible metrics, determining success is less of a mystery. It also makes setting future objectives, which might depend on technology integration, much easier.

2. Check Workflow Compatibility

Most organizations are unique in the way individuals go about doing their jobs. New eDiscovery technology is usually deigned to mirror, from somewhat of a high level, these workflows. But don’t assume the technology on your short list will line up perfectly with your own workflow.

Many customer-focused providers — Ipro Tech, for example — will deploy professional teams to your location to ensure a successful integration. This can save you countless hours and resources, as it’s obviously a disruptive process to re-define current roles in order to accommodate new technology.

3. Deploy Role-Specific Training

Your team is made up of individuals with different responsibilities, and their day-to-day experiences with your new technology will vary greatly. It’s important to tailor training specifically to the objectives and challenges these individuals will face.

For example, it’s very unlikely someone in your administrative group will need to troubleshoot database connectivity. Conversely, nobody on your IT staff is going to be responsible for syncing up Bates numbers. Don’t dedicate too much time to training individuals beyond their day-to-day responsibilities, and don’t leave anyone with a knowledge gap that will hamper their productivity.

4. Perform Comprehensive Testing

Just like sending that companywide email to announce your technology launch, it’s not adequate to simply open up access to users and ask them to hunt for bugs. Instead you should employ a comprehensive search for specific shortcomings by applying established testing methods:

  • Organizational Testing — Audit your organization to ensure necessary resources are available, such as online training and technical manuals, people well versed in the new technology, and a forum or wiki for sharing information.
  • Feature Testing — Before you add to or modify your new technology, run features through likely scenarios to ensure users are prepared to have them in workflows.
  • Performance Testing — It’s important to be aware of your technology’s limitations, so deliberately attempt to max out its performance to discover those limits.

Testing, obviously, prepares your organization for any missteps that might occur once your technology is fully implemented. I can’t overstate how important it is to clear these obstacles in testing environment, rather than having them stumble through them during your real-world operations.

5. Ensure Proper Migration

Once your previous technology is completely phased out, it’s going to be very difficult (if not impossible) to recover any data phased out with it. Gain peace of mind you’re retaining any data you’ll eventually need by performing a full-scope migration for new eDiscovery technology. Think of this as a checklist reminding you to gather up important items like:

  • Historical Data — This often-archived data, when re-examined, can guide future efforts through insights into activity, contextual factors and trends.
  • User Information — Avoid duplicating setup tasks by checking information related to how individuals work within an environment.
  • Work Product — Perhaps most importantly, protect that critical data prepared specifically ahead of litigation.

With these data sources checked off, you can more confidently sunset the technology you’ve been using without worrying that critical resources are vanishing alongside it.

Get Answers Today

If you have any questions about the material in this post, please don’t hesitate to contact Ipro Tech. An experienced eDiscovery professional is standing by ready to deliver the answers you need.