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April 11-13, 2011 www.techshow.com. Managing E-Discovery in Small to Medium Cases Presenters Bruce A. Olson Tom O’Connor. Session Title Presenters {Name} {Name}. PRESENTED BY THE. Small Cases. Budget conscious solutions Working with common native format files

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Session Title Presenters {Name} {Name}

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  1. April 11-13, 2011 www.techshow.com Managing E-Discovery in Small to Medium Cases Presenters Bruce A. Olson Tom O’Connor Session Title Presenters {Name} {Name} PRESENTED BY THE

  2. Small Cases • Budget conscious solutions • Working with common native format files • You host your own data; programs installed locally • Smaller collections – fit on DVD or external drive

  3. Small Cases • Technology is not the key to successful management of e-Discovery in small cases.

  4. Small Cases • The single most effective way to keep eDiscovery costs low is to work with your opposition in a cooperative manner so you can stipulate to the use of low cost solutions.

  5. “Litigation habits and customs learned in the days of paper must be revisited and revised. The culture of bench and bar must adjust.” Hon. Lee Rosenthal Chair, Standing Committee of the Judicial Conference

  6. Know The Rules

  7. Avoid E-Jargon

  8. How To Discuss

  9. The Process

  10. Small Cases • One Click Collect Harvester • Adobe Acrobat X • dtSearch • Breeze eDiscovery Suite

  11. One Click Collect Harvester • Used to collect data in a legally defensible way without the need for forensic imaging • Chain of custody • Preservation of metadata • Verification using hash values

  12. One Click Collect Harvester • Consultant vs. in-house IT • Ease of deployment • Simple interface • Individual PC and Network collection capabilities • Remote collection capabilities • Pre-copy analysis to determine size of storage device

  13. One Click Collect Harvester • Preservation of metadata • File timestamps (both system and internal) preserved • Chain of custody log and verification reports • Files copied in native format ready for further processing for review • Keyword culling, extension culling, source culling (drill down to folder or file type), date range culling

  14. One Click Collect Harvester • Cost • Harvester Portable costs $1196.00 for the software, $299.00 for annual maintenance, for a total of $1495.00. • A three seat Harvester Server license costs $4478.40 for the software, $1119.60 for annual maintenance, for a total of $5598.00.

  15. Adobe Acrobat X • Managing email • Capture, review and production • Email portfolio from email folder in Outlook or Lotus Notes • Portfolio is searchable • Filter by date, sender recipient, etc. • Production • Convert email to PDF

  16. Adobe Acrobat X • Cost • The cost of Adobe Acrobat X from the Adobe website is $449 as a new purchase, and $199 as an upgrade of an existing license.

  17. dtSearch • Manage collection or raw files, e.g., Word docs and PDFs • Raw files indexed • Searchable • Key word, Boolean, stemming, concept searching, phrase, proximity, wild card, fuzzy, field, numeric range • Even natural language searching

  18. dtSearch • Search results window • File list contains name of document, relevancy score, number of hits, date created and title of document • Document in viewer • Key word highlighted • Ability to launch in native application

  19. dtSearch • Cost • Single user license of dtSearch Desktop with Spider is $199

  20. Breeze eDiscovery Suite • Use to process both scanned paper documents (Tiff, PDF and searchable PDF) and documents in native format • Use to create load files for popular litigation support programs • Production tools to produce Batestamped and branded collection of PDF documents • Ability to process Batestamped blowbacks

  21. Breeze eDiscovery Suite • Simple Interface with drag and drop functionality • Creates audit reports of processing or production automatically

  22. Breeze eDiscovery Suite • Cost • Breeze eDiscovery Suite is $3,495 per concurrent user, which includes the first year maintenance fee. Thereafter, ongoing maintenance is $699; however, it's not required, just encouraged.

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