five steps to better oversight of e-discovery spend

877.557.4273

catalystsecure.com

Five Steps to Better Oversight of E-Discovery Spend

WEBINAR

Rees W. Morrison Larry Barela Mark Noel

Speakers

SpeakersRees W. Morrison | Principal | Altman Weil Inc.

Larry Barela | CTO | Catalyst

Mark Noel | Managing Director, Professional Services | Catalyst Mark is a former IP litigator and research scientist who specializes in helping clients use technology-assisted review, advanced analytics, and custom workflows to deal with large-scale matters.

A member of the leadership team since the launch of Catalyst 15 years ago, Larry is instrumental in shaping our award-winning technology and is a key driver of innovations that enhance customer value.

Rees has over 25 years of experience advising law departments on cost control, department structure, process improvement, outside counsel management, performance benchmarking, and other key issues.

Thank you for joining us! We’ll cover…

Key findings from the Altman Weil 2016 Chief Legal Officer Survey

Why CLOs are embracing the role of change agents to gain control of spending

How to leverage technology and process to gain business intelligence

Five steps to improving oversight by getting real-time reporting across vendors, law firms, and matters

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Agenda

Challenges of new technologies

Lack of innovation in service delivered by law firms

Persistent cost pressures

!

The Stress on Law Departments Is Increasing

– Altman Weil's 2016 Chief Legal Officer Survey

6.6% report getting real value from those efforts

39% of law departments report collecting and analyzing management metrics to improve efficiency

CLOs Have Difficulty Putting a Number on Discovery Spend

39%6.6%

0

20

40

60

80

0 1 2 3 4 5 6 7 8 9 10

73

7.7 9.34 1.3 1.3 0 1 0.3 0.3 1.7

Number of your top ten law firms that provide useful data analysis

When the survey asked how many of their top 10 law firms have provided useful spend analysis to the law department, 73% of CLOs reported that none of them had.

- Altman Weil's 2016 Chief Legal Officer Survey

0 = None of our top ten firms 10 = All of our top ten firms

External Legal Spend as a Percentage of Revenue

CLOs are wielding their buying power, leveraging technology and process efficiency, and outsourcing to alternative providers, all to build a more effective and flexible legal function.

Embracing the Role of Change Agent

Corporate legal teams need a better, more effective way to manage litigation costs across vendors and law firms.

So how do you build a more effective and flexible legal function?

Managing Costs

Reducing discovery costs means more than just lowering user fees or the price per gigabyte.

It means treating discovery as a business process, one that you make more efficient through a central repository and standardized practices.

What if You Could Centralize It All?

Much greater opportunities to re-use work product, both directly and indirectly

Another Benefits of Centralization

Direct Re-use of Work Product• “Frequent flyers”

• Types of decisions unlikely to change from one matter to the next: • Privilege

• Trade Secret

• Confidential

• CSI

• PII

Indirect Re-use of Work Product• “You only have to get close”

• Potential categories include: • Privilege

• Trade secret

• Confidential

• CSI

• PII

• Similar subject matter(s)

Each has its own system and procedures with inevitable complications, delays and inefficiency when it comes to interacting with others.

This also reduces the amount of data and documents they need to review.

1 Start by reducing the number of vendors you use to collect, process and hold data.

How to Leverage Technology and Process

Moving to the Left

Tags such as privileged, confidential, or hot follow the documents as they are promoted to individual matters so you can reuse valuable work product and minimize storage.

2 Load data directly into a core repository—particularly “frequent flier” custodians and documents needed for multiple cases.


This makes it easier for the team to get up and running quickly with less work.

3 Create site templates for different types of matters with consistent field structures, standard coding forms, and similar displays.


4 Develop discovery playbooks with standard practices and procedures for creating budgets, hiring staff, reviewing documents, reporting, and productions.


Real-time reporting helps you stay on top of cases and ensures that each is progressing according to plan.

5 Use customized reports to track case progress, both individually and across all matters.


Metrics Are Your Friends

Metrics Are Your FriendsExample: Review Metrics for Outside Counsel

Metrics Are Your FriendsAnother Example: Review Precision

Stopping Point

Reviewable population: 10% responsive

Actual Review: 50% responsive

A cross-matter reporting module provides real-time feedback on individual cases and across your caseload.

• Cost reports

• Case status and progress

• Activity history

• Collections and storage

• User summaries

Get Real-Time Feedback on Your Vendors, Law Firms, and Matters

Reporting Example 1: Cost Reports

Reporting Example 2: Case Reports

Reporting Example 3: Activity History

Reporting Example 4: Nearline Data

Reporting Example 5: User Summaries

With a central document repository and standardized workflow, life gets easier for you and your team.

Discovery costs go down, efficiency improves and fewer mistakes get made. And you can get home a little earlier.

Central Document Repository

Q&A You may use the chat feature at any time to ask questions

Thank You for Joining Us!Rees W. Morrison | Principal | Altman Weil Inc.

Larry Barela | CTO | Catalyst

Mark Noel | Managing Director, Professional Services | Catalyst Mark is a former IP litigator and research scientist who specializes in helping clients use technology-assisted review, advanced analytics, and custom workflows to deal with large-scale matters.

A member of the leadership team since the launch of Catalyst 15 years ago, Larry is instrumental in shaping our award-winning technology and is a key driver of innovations that enhance customer value.

Rees has over 25 years of experience advising law departments on cost control, department structure, process improvement, outside counsel management, performance benchmarking, and other key issues.

877.557.4273

catalystsecure.com

Five Steps to Better Oversight of E-Discovery Spend

WEBINAR

Rees W. Morrison Larry Barela Mark Noel

Speakers