ACEDS West Coast Summit

October 21, 2014 - San Francisco

CARVING OUT YOUR

PERSONAL E-DISCOVERY

NICHE

Director at Paralegal

Boot Camp (Atlanta)

Ann Pearson

President at TRU Staffing

Partners (New York)

Jared Coseglia

eDiscovery Product Marketing

at Recommind (San Francisco)

Hal Marcus (Moderator)

Director of Practice Support

at Holland & Hart LLP (Denver)

Michael Boggs

MEET THE PANELISTS

Why seek a career path in eDiscovery?

What types of roles exist?

How can you obtain the skills?

How do you build an effective resume?

How can you network effectively?

I

II

III

IV

V

AGENDA

I. WHY SEEK A CAREER PATH IN E-DISCOVERY?

E-DISCOVERY

MARKET OVERVIEW

1.49

2.78

4.04

7.03

2013 2017

+14.9%

SaaS

On Premise

Review

Collection

Processing

+16.7%

Services

Software

$5.53B

$9.81B

73%

8%

19%

*Sources for eDiscovery market sizing estimations include but are not limited to:

•Gartner, Inc. “Magic Quadrant for E-Discovery Software.” Debra Logan, Alan Dayley, Sheila Childs. June 10, 2013.

•The Radicati Group. “eDiscovery Market, 2012-2016.” Sara Radicati, Todd Yamasaki. October 2012.

•Transparency Market Research. “World e-Discovery Software & Service Market Study.” August 2012.

•Rand Institute For Civil Justice. “Where the Money Goes: Understanding Litigant Expenditures for Producing Electronic Discovery.” Nicolas Pace and Laura Zakaras. April 2012.

•IDC “MarketScape: Worldwide Standalone Early Case Assessment Applications Vendor Analysis.” Vivian Tero. September 19, 2011.

•Industry Observer Estimations (Multiple Observers)

20%

80%

Market Size ($B)

WHERE THE MONEY IS SPENT

92% of

$7B

in 2017

INFORMATION

MANAGEMENTIDENTIFICATION

PRESERVATION

COLLECTION

REVIEW

PROCESSING

ANALYSIS

PRODUCTION PRESENTATION

II. WHAT TYPES

OF ROLES

EXIST?

Position Types – Then

o Analyst (Specialist)

o Director

o Manager

o eDiscovery Technician

o Forensics Technician

o Courtroom Technician

o Business Development

Position Types – Nowo Analyst

o Specialist

o Coordinator

o Project Manager

o Consultant

o Discovery Management

o Forensics

o Trial

o Manager

o Director

o Information Governance or Privacy Professional

o Business Development/Sales Solution Engineer

JOB OPPORTUNITIES & ROLES - THEN &

NOW*

*List does not contemplate computer services personnel

THOUGHTS ON COMPENSATION

One step over, two

steps forward…

Billable/Non

Billable & Hour

Requirement

Exempt vs. Non-

Exempt321

Legal professional with an IT

background1

2

3

IT professional with legal

experience

Legal professional with interest in IT or

IT professional with no legal

IDEAL SKILL SETS

Which side of the database are you on?

Aptitude vs. Interest

SKILL SETS

SKILL SETS & SKILL ENHANCEMENT

o Computer Skills

o Database

o Excel

o Load file manipulation

o Hardware

o Servers & Networking

o Application Certifications

o Know the review platforms as both an end user; AND

o As a technician.

o Consultancy

o Communication skills

o Industry experience

III. HOW CAN YOU

OBTAIN THE

SKILLS?

CAREER PATHWAYS

Least advisory

Most advisory

H

and

s-o

n T

ech

nic

al

O

pe

ration

al/Ad

min

istrative

more

more

less

less

Computer Science Major

Legal IT Professional

Attorney

Paralegal

Entry Level Processing or Hosting Analyst

Software Developer

Operations Manager E-Discovery Project Manager

Legal Technology Sales Professional

Lit Support Analyst (firm)

Document Review Attorney

Processing

Lit Support Manager (firm)

Discovery Team Lead

Consultant Partner/Director

Sales Engineer/Legal Solutions Advisor Client Services Manager

Candidate’s Name: No experience Some experience Regular experience Expert level

Creating and managing review batches?

Creating and running searches?

Managing fields/tags?

Managing review workflows?

Creating and maintaining customized view templates?

Assisting case teams with questions relating to review or review interface?

Communicating with vendors regarding review and production requirements and work flows?

Creating saved search templates for production preparation, QC, and conflict checking?

Generating reports/charts based on case team requirements?

Configuring and applying tagging and syntax highlighting?

Installing and configuring client software on users' computers?

Configuring and maintaining user accounts?

Configuring and maintaining coding layouts?

Running productions and exporting data?

Configuring analytics indices for document Categorization and Assisted Review?

Planning and implementing Assisted Review work flows

Loading field metadata, images, and native documents into workspaces for case team review?

Manipulating/modifying existing data using SQL queries?

Participating in planning transition of workflows and departmental procedures to review platforms?

CHARTING EXPERTISE

Required Skills and Experience:

• Bachelors degree or three or more years of work experience in the field of electronic

discovery

• Three or more years of experience with electronic discovery for litigation/investigations

gained in a law firm, vendor or corporation

• Hands-on work experience with and knowledge of AccessData eDiscovery software or

comparable electronic discovery software

• Ability to maintain confidentiality

• Excellent interpersonal skills and customer service skills

• Ability to manage multiple tasks and meet deadlines

• Strong problem-solving skills

START WITH A JOB SEARCH

Desired Skills:

• Prior work experience with AccessData eDiscovery, Forensic Toolkit (FTK) and

Summation

• Strong project management skills

• Experience in establishing and managing efficient, effective work flows for electronic

discovery

• Experience staying current on changes in technology used for electronic discovery

and providing periodic training on electronic discovery topics to others

• Prior work experience with computer-assisted review, also known as technology-

assisted review; Relativity certification preferred

START WITH A JOB SEARCH (CONT’D)

TURN IT INTO

YOUR “TO-DO

LIST”

Bachelor’s degree

3 years experience

CEDS Certification

Access Database or comparable: accessdata.com

Project Mgt Skills: PMI Certification?

Relativity: Certification?

PRIORITIZE BASED ON ROI

IV. HOW DO YOU BUILD AN EFFECTIVE RESUME?

• Email address• Cell phone

only• LinkedIn

profile

Lists, not paragraphs• No fancy fonts or embedded images

• Ready for import

No header or footer

Word vs. PDF

The One Page Myth

STANDARD RESUME: CONTACT INFO AND

FORMATTING

• First Impression• Summary of skill,

not an “objective”• The only paragraph• Show off your

writing skills• What makes you

unique?

GOOD EXAMPLE: “Driven and successful electronic discovery expert with over six years’ experience managing the e-discovery technology strategy and operations for AmLaw Top 50 law firms and Fortune 100 companies. Extensive management experience providing supervision and consultation on all types of e-discovery projects with varying degrees of size and scope. Strong working relationships with industry leading software vendors and service providers. Able to drive top line revenue or reduce cost and mitigate risk associated with e-discovery services, software, and compliance.”

BAD EXAMPLE: “Seasoned sales professional seeking sales leadership position.”

“Litigation support consultant seeking management role at major law firm.”

SUMMARY OF QUALIFICATIONS

Top: Technologist Primarily

Bottom: Primarily PM/Consultant

• Distinguish exposure from expertise• Qualify usage• Don’t be shy, but don’t embellish

• Programming Languages: Yes

• Hobbies: No

TECHNICAL PROFICIENCIES

• Company• Title• Location• Dates (to the month)• Experience

Start with current job and work backwards

If through an agency, say so

WORK HISTORY

FUNNEL 1

EDRM LifecycleSubpoena to Trial

FUNNEL 2

ExperienceBroad to Narrow

FUNNEL 3

MetricsSize and Scope

FUNNEL 4

MilestonesCases, Promotions,

Evolutions

ORGANIZE IN THE FOUR FUNNELS

o The Arm’s Length test

o Focus on relevant experience

o Don’t copy/paste

o Proofread – 6 eyes rule

o No contract clumping

o A lie is always worse than the horrible truth

FINAL RESUME THOUGHTS

V. HOW CAN YOU NETWORK EFFECTIVELY?

o There are 300 million users on LinkedIn (2 new users per

second). [DMR, Craig Smith]

o 73% of 18-34 year olds found their last job through a social

network. [Aberdeen Group]

o 98% of all recruiters and 85% of all hiring managers use

LinkedIn to find candidates. [Forbes, Laura Shin]

SOME NUMBERS

Professional profile picture

Headliner is what you do, not your title

Use your resume as a starting point

Keywords for skills, not job description

Simple rules of online etiquette

Join groups to increase your network

Don’t treat it like a private country club

LINKEDIN CHECKLIST TO SUCCESS

NETWORKING FOR

SUCCESS

QUESTIONS AND

ANSWERS…

ACEDS West Coast Summit

October 21, 2014 - San Francisco

THANKS FOR

ATTENDING!

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