TERIS to participate in The Sedona Conference® as member of eDiscovery RFP + Vendor Panel

 Phoenix, AZ – March 9, 2010 – TERIS announced today that it has joined The Sedona Conference®, the leading research and educational institute dedicated to the advancement of law and policy in the areas of antitrust law, complex litigation and intellectual property rights. TERIS has joined the organization as a member of its acclaimed eDiscovery RFP + Vendor Panel.                                                                                                                                     

The Sedona Conference® formed the RFP+ Vendor Panel in the belief that a well-informed marketplace, speaking in the same language, ultimately leads to reduced costs for all parties, higher quality, and greater predictability.

“TERIS is excited to join the Vendor Panel,” said Stefan Wikstrom, founder and CEO of TERIS. “The Sedona Conference® exists to allow legal industry leaders who are at the cutting edge of issues in the areas of antitrust law, complex litigation, and intellectual property rights, to come and engage in true dialogue in an effort to move the law forward in a reasoned and just way. We very much look forward to joining this network and contributing our experience and expertise to this prestigious group of industry leaders.”

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ABOUT THE SEDONA CONFERENCE
The Sedona Conference® exists to allow leading jurists, lawyers, experts, academics and others, at the cutting edge of issues in the area of antitrust law, complex litigation, and intellectual property rights, to come together - in conferences and mini-think tanks (Working Groups) - and engage in true dialogue, not debate, all in an effort to move the law forward in a reasoned and just way.

The organization’s hallmark is its unique use of the dialogue process to reach levels of understanding and insight not otherwise achievable. The Sedona Conference® Working Group Series is designed to focus the dialogue on forward-looking principles, best practices and guidelines in specific areas of the law that may have a dearth of guidance or are otherwise at a "tipping point." The goal is that the Working Groups, the open Working Group Membership Program, and peer review process, will produce output that is balanced, authoritative, and of immediate benefit to the Bench, Bar and general public.

ABOUT TERIS

Founded in 1996, TERIS (previously known as ALC Legal Technologies, Duplex Legal Discovery Solutions, and Digital Discovery Solutions), provides legal support and sophisticated eDiscovery solutions to law firms and corporate legal teams across the U.S. and internationally. TERIS’ staff of nearly 300 professionals was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, and Austin. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTeris

TERIS promotes Kevin Brooks to Executive Vice President, Northern California

Palo Alto, CA – February 26, 2010 – TERIS announced today that Kevin Brooks has been promoted to Executive Vice President for its Northern California operations. Brooks was previously managing partner for TERIS Silicon Valley.

TERIS Executive Vice President Kevin Brooks“Kevin’s track record at TERIS has quite simply been stellar,” said Stefan Wikstrom, TERIS Founder and CEO. “He has proven to be a highly effective team builder and is absolutely committed to providing outstanding client management and service on a consistent basis. It has been impressive to witness how much the Silicon Valley facility has grown under his leadership and we look forward to seeing similar results as his responsibilities expand to our San Francisco office as well.”

With this move, Brooks is now responsible for TERIS’ Bay Area operations, overseeing the company’s San Francisco and Silicon Valley offices. Brooks manages the facilities’ day-to-day functions, including recruiting, hiring and training top talent in sales and production and ensuring client satisfaction. Under his leadership, TERIS Silicon Valley grew to become the highest revenue producer in the company’s history and has consistently been one of its top producing and profitable facilities.

Prior to joining TERIS, Brooks was an account Manager at Corporate Express, where he was recognized as the top representative bringing in the most new business in the Northern California region. He received a bachelor's degree in Organizational Communication with a minor in Business Administration from California State University, Chico.

Kevin is a member of the board of directors for Peninsula Boxing, a local nonprofit organization dedicated to serving underprivileged or at-risk youth as well as adult community members. It provides an after-school amateur boxing program for youth as well as a noncontact recreational boxing fitness program for adults.

ABOUT TERIS
Founded in 1996, TERIS is the leading full-service litigation support service provider in the United States. TERIS provides Electronic Discovery, Computer Data Forensics, Consulting and Project Management, Managed Review and related services to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of more than 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 206-521-8717 or DKaufer (at) TERIS.com
 

 

Monday Funny: Is eDiscovery a foreign language?

Thanks for our friend Gabe Acevedo for pointing out this good cartoon from the folks over at CaseCentral.

 

Seasoned eDiscovery Professional Claudine Schardijn joins TERIS San Francisco as Senior Technology Consultant

 San Francisco – February 10, 2010 – TERIS San Francisco announced today that veteran litigation support professional Claudine Schardijn joined its office as Senior Technology Consultant. Schardijn has more than 13 years of litigation technology experience and will put that to use immediately by consulting with high-level clients to help them better understand new technologies and how to apply those solutions to lower costs and improve results.

Schardijn has extensive business development experience in the litigation support industry, most recently serving as Director of Client Services for BlackStone Discovery in Palo Alto. There she managed and supported both AmLaw 200 and Fortune 500 clients in the discussion, development, and deployment of integrated technology solutions. Previously she served as Senior Project Manager for eLitigation Solutions, Partner at Izvize and Senior Project Manager for Aptara. Her experience includes acting as lead Project Manager for a high-level Bay Area Fortune 100 company, where she worked on the largest merger in the corporation’s history.

“Claudine has very deep industry experience, and she is a critical addition to the TERIS San Francisco team,” said Kevin Brooks, TERIS Bay Area Executive Managing Partner. “She has developed a strong reputation as a results-oriented professional who always keeps the clients’ goals in mind – regardless of the challenge at hand. She is a proven team leader, and that experience will be helpful as we continue to build our San Francisco office and serve a growing number of clients who require unique eDiscovery solutions.”

Schardijn has extensive experience with: Concordance, Summation, Trial Director, Inmagic DBTextworks, Sanction, Casemap, IPRO e-capture, Mobius/Extractiva, QuickBooks, Clearwell, Kcura/Relativity, iConect, Cataphora, and ONEO. She is a member of the Silicon Valley chapter of Women in eDiscovery and graduated from California State University – Sacramento with a B.S. in Criminal Justice and Administration.


ABOUT TERIS
Founded in 1996, TERIS is the leading full-service litigation support service provider in the United States. TERIS provides Electronic Discovery, Computer Data Forensics, Consulting and Project Management, Managed Review and related services to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of more than 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 206-521-8717 or DKaufer (at) TERIS.com

TERIS and kCura partner to deliver eDiscovery software Relativity to law firms and corporations

Seattle, WA– February 10, 2010 – TERIS announced that it has partnered with kCura as a Relativity Consulting Partner.  As one of the leading eDiscovery service providers over the past nine years, TERIS has implemented kCura’s world-class review platform, Relativity, to deliver a full range of capabilities for document review and analysis. Relativity provides image and native file review, powerful searching, diverse coding options, flexible workflow capabilities, integrated productions, Unicode and foreign language support, and concept searching: all delivered in a highly scalable, enterprise-grade solution.

Combined with TERIS’ existing portfolio of eDiscovery solutions, clients now have access to the broadest array of “best of breed” solutions – from culling to review. Corporations can use TERIS’ Relativity solution to reduce the risks and control the costs associated with litigation, while law firms will benefit from Relativity’s strengths as an industry-leading document review platform. 

 “TERIS continues to expand our review offerings to deliver industry-leading technology solutions to our client base. We provide a unique workflow that utilizes leading tools such as Relativity to empower our clients to work the way they want and need to work,” said Peter Sternkopf, TERIS Chief Technology Officer.  “TERIS’ Relativity review system allows our clients to focus on the documents they are reviewing; rather than the technology required to review them. This allows them to accelerate the document review process and subsequently reduce costs – without sacrificing the quality of review. “                                   

"We are excited to welcome TERIS as a Relativity Partner,” said Andrew Sieja, president and CEO of kCura.  “We look forward to working with them to help them deliver exceptional solutions to their clients.”

With the addition of Relativity, TERIS has greatly improved its comprehensive suite of hosting solutions for its clients that minimize cost and maximize efficiency through enhanced functionality. TERIS also features a deep technical Project Management team that has more than 60 technical certifications across the company.  By expanding its offerings and adding talented professional staff, TERIS is accelerating its leadership position in the litigation support industry and continues to deliver unrivaled value to its clients.

ABOUT TERIS

Founded in 1996, TERIS is the leading full-service litigation support service provider in the United States. TERIS provides Electronic Discovery, Computer Data Forensics, Consulting and Project Management, Managed Review and related services to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of over 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at DiscoverLegalJobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit TERIS.com or follow the company on Twitter at Twitter.com/DiscoverTERIS.

ABOUT KCURA
kCura are the developers of the e-discovery software Relativity. Relativity is a web-based application servicing the analysis, review and production stages of the EDRM. kCura helps corporations and law firms with e-discovery challenges by installing Relativity on premises, as well as providing hosted on-demand solutions through a global network of partners in Asia, Australia, Europe, and North America.   For more information, visit www.kcura.com.

Media Contacts: David Kaufer, Vice President of Marketing and Communications, TERIS, 206-521-8717 or DKaufer(at)TERIS.com

Adi Elliott, kCura, (312) 676-5075 or aelliott@kcura.com

CT Summation Announces Release of Discovery Cracker 5.5

SAN FRANCISCO, Jan. 26 /PRNewswire/ -- CT Summation, part of CT, a Wolters Kluwer business, and the premier provider of litigation workflow and eDiscovery solutions, today announced the forthcoming release of CT Summation Discovery Cracker.  Release 5.5 will capitalize on the current version which won the LTN 2009 Gold Award for EDD Services Processing.  The enhancements to be delivered in Discovery Cracker 5.5 will provide corporations, law firms, and eDiscovery vendors with processing speed performance improvements while maintaining the best accuracy in the industry. The new version will be delivered with significantly improved data reporting tools, enhanced standard reports, and numerous new reports designed to meet our customers' eDiscovery needs.

Discovery Cracker is a complete solution making it possible for legal and data professionals to create unlimited PDF's or TIFF's, OCR image files, process international text characters, and much more. The solution provides unrestricted user access, enabling clients to leverage the collective power of their team without worrying about resources. In addition, Discovery Cracker is backed by a support team that has over 60 years of combined knowledge in some of the most complex, high output processing environments.

"Discovery Cracker has given our team a strategic edge resulting in increased efficiencies and more streamlined eDiscovery processes," said Alexander Call, J.D., Juris Imaging & Graphics. "The CT Summation team is patient, knowledgeable, and always ready to go above and beyond their duties to meet our eDiscovery needs."

Some of the key enhancements to Discovery Cracker include:

  • Performance improvements on average of over 100 percent, the fastest Discovery Cracker version to date
  • More accurate search and production of all responsive data – including embedded image files
  • Extraction of metadata from over 500 file types in 300+ languages at significantly greater speeds
  • Improved reporting package with enhanced standard reports, and numerous new reports designed to meet our customers' eDiscovery needs

"CT Summation is committed to providing the speed and quality that is demanded by a market focused on reducing the risk and cost of eDiscovery," states Tom Rump, general manager, CT Summation. "Discovery Cracker is the lead product in our eDiscovery product suite and will continue to be an important element in our solution set, now and into the future."

About CT Summation

CT Summation is the premier provider of litigation support and eDiscovery solutions that help legal professionals succeed from discovery to case review and analysis through production.  From desktop and server applications to hosted solutions, CT Summation combines a set of award-winning technology solutions (iBlaze, WebBlaze, Enterprise, CaseVault, Discovery Cracker and CaseVantage) with market-leading expertise that provide the decisive advantage for law firms and legal departments, large or small.  For more information, please visit www.ctsummation.com.

CT, a Wolters Kluwer business, provides the tools to help legal and financial professionals manage risk on many levels.  From managing corporate compliance to legal department performance; trademark protection to matter management; electronic data discovery to preparing cases for litigation, CT has the right solution to meet a host of needs.  CT is based in New York City.  For more information, please visit www.ctlegalsolutions.com.

About Wolters Kluwer

Wolters Kluwer is a leading global information services and publishing company.  The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory sectors.  Wolters Kluwer had 2008 annual revenues of euro 3.4 billion, employs approximately 20,000 people worldwide and maintains operations in over 35 countries across Europe, North America, Asia Pacific and Latin America.  Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands.  Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.  Visit www.wolterskluwer.com for information about our market positions, customers, brands and organization.

SOURCE CT Summation

RELATED LINKS
http://www.ctsummation.com

TERIS hosts successful eDiscovery CLE lunch - 30 legal professionals attend

TERIS hosted its inaugural CLE program today in Seattle and 30 legal professionals from the Puget Sound legal community enjoyed free box lunches while learning how to reduce eDiscovery costs and avoid mitigation risks.

Presenting was Micah Kasdan, Vice President, ESI Business Development for TERIS (shown in the photo below) and Kelli Clark, Esq., Director of Professional and Litigation Services for TERIS Seattle.

TERIS eDiscovery CLE Presentation - Micah KasdanThe two packed an amazing amount of information into their one hour presentation and feedback from participants was overwhelmingly positive.

TERIS is planning on hosting additional CLE events in our other markets throughout 2010. Stay tuned for additional details and to learn when a TERIS lunch CLE will be in your city.

Judge Shira Scheindlin (S.D.N.Y.) "Revisits Zubulake" in Pension Committee of the Univ. of Montreal Pension Plan, et al., v. Banc of America Securities, LLC, et al.

January 14, 2010
David Herron, Jeffrey Fowler, Eric Chan
 

In an 87-page opinion released this week, Pension Committee of the Univ. of Montreal Pension Plan, et al., v. Banc of America Securities, LLC, et al. (“Pension Committee”), Judge Shira Scheindlin of the Southern District of New York granted sanctions against 13 plaintiffs for their failure to properly preserve, collect and produce electronic documents.[1] Judge Scheindlin subtitled the opinion “Zubulake Revisited: Six Years Later.” She observed that, six years after the Court’s series of ground-breaking Zubulake opinions and decades after courts first addressed the discovery of electronic evidence, litigants are still conducting electronic discovery in an “ignorant and indifferent fashion.”[2] The Court then reviewed the steps a party is required to take to properly preserve evidence, and provided a legal framework for determining the severity of sanctions that may be issued against parties who fail to take those steps.

This Client Alert highlights the elements of Pension Committee that are likely to have the greatest impact on current e-Discovery practice and identifies a number of Practice Tips resulting from this decision.
 

Read the full article here

Plaintiffs Sanctioned for Failure to Produce Electronic Files in Hedge Fund Suit

From Law.com

Mark Hamblett
New York Law Journal
January 19, 2010

A federal judge has sanctioned 13 plaintiffs suing two collapsed hedge funds for negligence and gross negligence for their failure to preserve electronic files in discovery.

Saying "most plaintiffs conducted discovery in an ignorant and indifferent fashion," Southern District Judge Shira A. Scheindlin will assess monetary sanctions against all 13 plaintiffs and give an adverse jury instruction for six of the worst offenders in The Pension Committee of the University of Montreal Pension Plan v. Banc of America Securities LLC, 05 Civ. 9016.

"While litigants are not required to execute document productions with absolute precision, at a minimum they must act diligently and search thoroughly at the time they reasonably anticipate litigation," Schiendlin said in her 87-page opinion. "All of the plaintiffs in this motion failed to do so and have been sanctioned accordingly."

The lawsuit was brought by investors who sought to recover losses of $550 million following the liquidation of two hedge funds based in the British Virgin Islands. Banc of America and other defendants have already settled the case, which involves a total of 96 plaintiffs.

The chief defendant remaining is Citgo Fund Services, which was hired by the two hedge funds to perform certain administrative services.

It was Citgo that brought the sanctions motion, and it is Citgo that will be compensated, with a yet-to-be-determined amount, in the form of costs and attorney's fees, including fees and expenses associated with filing sanctions motions, reviewing declarations and deposing declarants.

Citgo, its parent company and two directors will also benefit in the adverse jury instruction with respect to six plaintiffs. Scheindlin said she will tell the jury that relevant evidence was destroyed after the duty to preserve arose and that the plaintiffs were grossly negligent. It would then be up to the jury to decide whether the evidence was relevant.

The six plaintiffs who will get the adverse instruction, including the Morton Meyerson Family Foundation and the Defined Benefit Plan for Hunnicutt & Co., she said, conducted "severely deficient" searches in response to document requests in 2003 and 2004.

The judge criticized the six plaintiffs for:

• failure "to institute a timely written litigation hold" -- a communication to employees to stop the routine and legitimate destruction of data in anticipation of commercial litigation or a civil enforcement action;

• failure "to collect or preserve anyelectronic documents prior to 2007;

• continued deletion of electronic documents after the duty to preserve arose;

• failure to request documents from key players;

• delegation of search efforts without supervision from management: and

• destruction of backup data potentially containing responsive documents of key players and/or submitted misleading or inaccurate declarations.

Scheindlin has written extensively on electronic discovery, especially in Zubulake v. UBS Warburg, 02 Civ. 1243, where she placed particular emphasis on the litigation hold in issuing a string of opinions on such matters as sanctions for destroying e-mails, sharing the costs of e-discovery and new standards for cost-shifting.

Scheindlin subtitled her opinion "Zubulake Revisited: Six Years Later."

In her opinion, Scheindlin lamented the time wasted in considering sanctions motions in complex cases involving electronic discovery, estimating that she and her two law clerks "spent close to 300 hours resolving this motion."

Scott M. Berman of Friedman Kaplan Seiler & Adelman is the lead lawyer for the pension funds, charitable foundations and other aggrieved investors who are pressing the case against Citgo.

"We respect the court's decision but believe that clients and counsel did what was required by existing law, custom and practice," Berman said. "In prior decisions the court has denied Citgo's motions to dismiss and for summary judgment. Other defendants have settled with plaintiffs and we look forward to trying the merit of the case against Citgo."

Lewis N. Brown of Gilbride, Heller & Brown is the lead lawyer for Citgo.

Eliot Lauer of Curtis, Mallet-Prevost, Colt & Mosle is Citgo's New York counsel.

"The court's opinion reinforces what it stated in the Zubulake case, that it is no longer an excuse to say 'Well, until I get a subpoena or a document request, I was destroying stuff in the ordinary course of business,'" Lauer said. "Counsel and the parties have an absolute obligation to take affirmative steps to ensure the litigation hold and the preservation of data is, in fact, maintained. You can't just pay lip service. It's cynical and insincere to hide behind ordinary document destruction programs."



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Microsoft Corporation Deploys Clearwell to Assist With E-Discovery

Big news in the eDiscovery world (and Puget Sound area) with word that Microsoft selected Clearwell - which happens to be one of our featured solutions.

TERIS can work with corporations to either purchase the appliance and service (if they want to bring it in-house) or offer the service on an as-needed project bases.

The reality is there are not many corporations that can justify the cost of bringing the tool in-house anyway, because only a small percentage of companies deal with the same volume of litigation as Microsoft.

Regardless whether companies elect to purchase it or use it on a project basis, Clearwell is becoming even more pervasive and popular in the corporate world.

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MOUNTAIN VIEW, CA--(Marketwire - January 12, 2010) - Clearwell Systems, Inc., a leader in intelligent e-discovery, today announced Microsoft Corporation (NASDAQ: MSFT), a Fortune 500 company, has deployed the Clearwell E-Discovery Platform as a component of its in-house e-discovery strategy. Microsoft's legal and IT teams use Clearwell to increase the efficiency of the e-discovery process for litigation, regulatory inquiries and internal investigations.

"E-discovery costs are a significant portion of litigation costs," said Rich Wallis, deputy general counsel of litigation at Microsoft. "With the implementation of Clearwell's pre-processing, processing and analysis solution, we are further streamlining our e-discovery processes, starting with early case assessment, intelligent and appropriate minimization and search."

The Clearwell E-Discovery Platform is fully operational in less than 25 minutes and provides users with immediate visibility into case facts, significantly accelerating early case assessment. Clearwell's Transparent Search, metadata filters, and people analytics enable users to quickly and defensibly eliminate irrelevant documents and false positives, lowering processing costs and reducing review workload. The product's discussion threading and relevance ranking capabilities display documents in context, further increasing review throughput. Responsive documents can be produced or seamlessly uploaded into litigation support databases via EDRM-compliant XML and other major load file formats. In addition, the Clearwell E-Discovery Platform automatically tracks all actions on case documents throughout the e-discovery workflow, ensuring a defensible e-discovery process.

"The e-discovery expense will continue to increase as the amount of electronically stored information grows," said Kamal Shah, vice president of product management and marketing at Clearwell Systems. "To cope with this, many companies like Microsoft are choosing Clearwell to perform early case assessments in-house and gain control over e-discovery costs."

About Clearwell Systems

Clearwell Systems is transforming the way enterprises and law firms perform electronic discovery (e-discovery) in response to litigation, regulatory inquiries, and internal investigations. The Clearwell E-Discovery Platform automates the processing, analysis, review, and production phases of e-discovery via a single, integrated product. Leading organizations such as Constellation Energy, Cisco, DLA Piper, Johnson & Johnson, Toyota, and the Department of Homeland Security / Office of Inspector General are using Clearwell to accelerate early case assessments, intelligently cull-down data, increase reviewer productivity, and ensure the defensibility of their e-discovery process. Consistently ranked as a leader in independent industry surveys and reports, Clearwell Systems is an active participant in the Electronic Discovery Reference Model (EDRM) Project and The Sedona Conference. For more information, visit www.clearwellsystems.com, follow us on Twitter at http://twitter.com/clearwell, or subscribe to the E-Discovery 2.0 blog at http://www.clearwellsystems.com/e-discovery-blog/.

About Microsoft

Founded in 1975, Microsoft (NASDAQ: MSFT) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

Reduce your Discovery Costs in 2010 - Puget Sound eDiscovery CLE

Puget Sound attorneys are invited to an exclusive 1 hour CLE program focused on eDiscovery on Wednesday, January 27th from 12 pm - 1 pm.

The CLE will be held on the 33rd floor of Safeco Plaza Building (1001 Fourth Avenue) and a free lunch will be provided to those who register. Presenting will be Kelli Clark, Esq. and Micah Kasdan, both from TERIS.

This program is tailored specifically for General Counsel and Outside Counsel - the first half of the program will cover "eDiscovery 101" while the second will focus on cost savings and risk mitigation.

About the presenters

Micah Kasdan is Vice President, ESI Business Development for TERIS - Southwest. Micah consults regularly with attorneys and executives to develop custom methodologies for automating discovery reviews through modern litigation support technologies and has been serving the legal community for more than 7 years. Micah is frequently invited as a speaker and trainer for law firms and legal industry conferences and events. He has also published numerous articles in industry publications that showcase his expertise and knowledge of eDiscovery and the litigation support process.

Kelli Clark, Esq. is Director of Professional and Litigation Services for TERIS and is a leading eDiscovery and litigation matter expert. Kelli has been involved in the eDiscovery industry for 9 years, during which time she has managed hundreds of large-scale eDiscovery projects and managed client services, consulting and technical teams. As a subject matter expert, Clark has been a speaker on eDiscovery topics at CLE courses and seminars throughout the US and Europe, and has been called upon to provide testimony regarding e-discovery procedures and best practices.


Please click on the link below to register right away - only a limited number of spots are available.

Register Now!

Parking is available in the Safeco Plaza building garage (entrance is on Madison Avenue between Third and Fourth Avenues).

Veteran Litigation Support Project Manager Don Young joins TERIS Seattle

Seattle, WA (PRWEB) January 7, 2010 -- TERIS Seattle announced today that veteran litigation support project manager Don Young joined the company as Electronic Project Manager. Young has more than seven years of litigation consulting experience and will serve a dual role of consulting clients on eDiscovery projects while also implementing proper data harvesting, processing, review methodology and production support.

Young is proficient in TrialDirector, Sanction, Summation, Concordance, TimeMap, PowerPoint, Illustrator, Photoshop, Adobe Premier and Adobe AfterEffects. He has been involved in numerous trials assisting in trial preparation and presentation in the courtroom. Young is a Certified Legal Video Specialist as well as a certified Summation trainer.

“Don’s versatile experience is a very important addition to the TERIS Seattle team,” said Todd Krivoshein, TERIS Seattle General Manager. “He has the ability to apply his unique experience combining hands on customer service with project management to deliver results that serve the client’s best interests, depending on the need/challenge facing the litigation support team.”

Young previously worked at Bridge City Legal, where he began his career as a Customer Service Representative in 2002. His responsibilities expanded and he became Litigation Project Manager, a role he served from 2005 until his move to TERIS.

He received his Bachelor’s degree from the University of Washington in 2003.

ABOUT TERIS

Founded in 1996, TERIS is the leading full-service litigation support service provider in the United States. TERIS provides Electronic Discovery, Computer Data Forensics, Consulting and Project Management, Managed Review and related services to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of over 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 206-521-8717 or DKaufer (at) TERIS.com

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The Electronic Discovery Reference Model Explained (in video)

Ralph Losey is the lawyer, writer and educator behind the e-Discovery Team blog. He has created some excellent video content, including this explanation of the EDRM Model.

 

 

4th Annual Sedona Conference Institute Program on Getting Ahead of the eDiscovery Curve to be Held March 25-26 in Philadelphia

Sedona, AZ (PRWEB) January 4, 2010 -- The Sedona Conference® announces that registration is now open for the fourth annual Sedona Conference® InstituteSM Program, entitled “Getting Ahead of the eDiscovery Curve,” to be held at the Westin Philadelphia Hotel in Philadelphia, PA on Thursday and Friday, March 25 and 26, 2010. The all-star faculty for this program includes nationally renowned members of the federal Bench, litigators from the plaintiff and defense bars, and in-house counsel.

The conference is chaired by Kenneth J. Withers, Director of Judicial Education and Content for The Sedona Conference®, and features United States Magistrate Judges John M. Facciola (DC), Paul Grimm (Maryland), and Craig B. Shaffer (Colorado). Also on the faculty are former in-house counsels Tom Allman (BASF), Patrick Oot (Verizon), and Ed Wolfe (General Motors), along with current in-house counsels Jason R. Baron (National Archives and Records Administration), Tim Moorehead (BP America), and Miriam M. Smolen (Fannie Mae). Rounding out the faculty are plaintiff and defendant counsels Kevin Brady (Connolly Bove Lodge & Hutz LLP), Conor R. Crowley (Law Offices of Conor R. Crowley), Joseph P. Guglielmo (Scott + Scott, LLP), Cecil A. Lynn, III (Ryley Carlock & Applewhite), and Jonathan Redgrave (Nixon Peabody LLP), and litigation support expert Sherry Harris (Hunton & Williams LLP).

 

Panels will focus on maximizing opportunities under the current rules and achieving proportional discovery through the meet and confer process.
The program will start with a keynote address by Judge Paul Grimm, followed by a roundup of the most recent case law, state rules amendments, and local federal rules developments. Panels will focus on extremely timely topics such as maximizing opportunities under the current rules by achieving proportional discovery through the meet and confer process; preservation, legal holds and “not reasonably accessible” ESI; and negotiating search protocols. Additional panels will discuss ethical issues surrounding Federal Rule of Evidence 502 and metadata, and shifting roles and responsibilities in a new economic environment. The program will close with two roundtable discussions, one of in-house counsel on practical strategies for meeting judicial expectations while reducing costs, and a second of judges providing the “view from the bench” of effective and efficient eDiscovery.

Registration is $1195/person, $1095/person if two or more from the same firm register at the same time, and for members of The Sedona Conference® Working Group Series. Registration for the program limited to 150 persons. To register, or to view the complete agenda and faculty bios, just go to www.thesedonaconference.org and click on the program title on the right side in the TSCI box, or call 1-866-860-6600.

Litigation Support Sales veteran Scott Robinson joins TERIS San Diego as Senior Account Manager

 

San Diego, CA – December 29, 2009 – TERIS San Diego announced today that leading litigation support sales veteran Scott Robinson joined the company as its Senior Account Manager. Robinson has more than 10 years experience in sales and services in the litigation support industry and will serve as a client resource for eDiscovery, electronic services, traditional reprographic and related services provided in the litigation process.  His primary focus is on Am Law 200 firms and in-house corporate counsel in the San Diego marketplace.

We are excited to have Scott join our firm because he has a strong reputation in the San Diego market for providing superior service,” said Patrick Conolly, TERIS San Diego General Manager and Partner. “As our business continues to shift towards eDiscovery, managed review and related technology-driven services, we need professionals like Scott who have a thorough knowledge and understanding of these areas to serve our growing list of clients.”

Robinson began his career at Ikon Office Solutions LDS division in Downtown San Diego, CA as a Customer Service Representative in 1999 and later joined Legal Reprographics Inc., where he was named Employee of the Year in 2001.  He was promoted to Account Manager at LRI and eventually became Key Accounts Executive at Alexander Gallo Holdings, Inc. (which recently changed its name to Esquire Litigation Solutions) in San Diego. Robinson has been named to the LRI/Esquire Million Dollar Presidents Club Sales Achievement Award the past two years.

He received his Bachelor’s degree in Business Communications from Point Loma Nazarene University.   

ABOUT TERIS

Founded in 1996, TERIS is the leading full-service litigation support service provider in the United States. TERIS provides Electronic Discovery, Computer Data Forensics, Consulting and Project Management, Managed Review and related services to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of over 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 206-521-8717 or DKaufer (at) TERIS.com

 

TERIS names Jason Marandas new Sales Manager for San Francisco Office

San Francisco, CA – December 22, 2009 – TERIS announced today that Jason Marandas has joined the company as Sales Manager for its San Francisco office. Marandas will lead the sales team as it expands its Electronic Discovery, Computer Forensics and related litigation support service provider offerings to law firms and corporations in the San Francisco Bay Area.

Marandas has more than 12 years sales experience working with leading companies such as WebEx/Cisco, eUniversity and Corporate Express. He returns to TERIS, where he previously had served as Sales Manager in 2002, when the company was known as American Legal Copy. In his previous roles, Marandas set sales records, developed and helped close record deals and had the highest quarter ending bookings among a group of 17 sales professionals. He also successfully grew a sales team in the United Kingdom from five sales representatives to sixteen representatives, across London and Amsterdam offices while respectively increasing bookings quarter after quarter.

“We welcome Jason back to TERIS as we enter this exciting phase of growth,” said Stefan Wikstrom, Founder and CEO of TERIS. “We have evolved dramatically over the years, and find ourselves working with clients in eDiscovery, Forensic Services, Investigations and related IT issues. Jason’s success working for and with technology companies is a great asset for us as we continue to expand our growing list of clients in the Bay Area.”

Marandas joins TERIS after spending more than three years as Sales Manager for the United Kingdom SMB Division for WebEx/Cisco. He also served as a sales representative for the company, where he won Rookie of the Quarter and Presidents Club honors. Prior to WebEx/Cisco, Marandas worked in the sales group for eUniversity, where he set company sales records. He also worked as Sales Manager for Corporate Express for five years.

Marandas received a Bachelor of Science in Commerce –Finance from Santa Clara University.

ABOUT TERIS

Founded in 1996, TERIS is the leading full-service litigation support service provider in the United States. TERIS provides Electronic Discovery, Computer Data Forensics, Consulting and Project Management, Managed Review and related services to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of over 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 206-521-8717 or DKaufer (at) TERIS.com

Three Minute Video on 'Victor Stanley v. Creative Pipe' and Search

Thanks to the e-Discovery Team Blog for this.

This video is an excerpt from the last day of a law school class on Electronic Discovery taught by Professor Bill Hamilton and myself at the University of Florida. This three minute take summarizes and reminds the students about Victor Stanley, Inc. v. Creative Pipe, Inc., 250 FRD 251, 2008 WL 2221841 (D.C. M.D. 2008).
 

 

EDiscovery market set for 2010 boom: Gartner

from CBR

Published:16-December-2009

Litigation fuelling growth

The eDiscovery software market is set for rapid growth, with revenues expected to surpass $1.2bn in 2010, according to analyst house Gartner. The market this year is tipped to total $1bn, a 25% increase over 2008 figures.

Gartner defines eDiscovery as, “the identification, preservation, collection, preparation, review and production of electronically stored information associated with legal and government proceedings.”

It can be delivered on-promise or through a SaaS offering.

The growth in the market is being fuelled by increasing levels of litigation across the business world. Craig Carpenter, VP of marketing at eDiscovery and eDisclosure form Recommind, told CBR that the economic situation was driving more companies to take legal proceedings.

“When times are good, people don’t sue each other very much; they’re making money and they have money. When times are bad, people tend to sue a lot more,” he said. “EDiscovery and eDisclosure are becoming core platforms for businesses. I think we’ll start to see more and more of this soft of software over the next few years.”

Tom Eid, research vice president at Gartner claims that the market will continue to grow throughout 2011, with consolidation continuing beyond then. While existing vendors will expand their product line, the emergence of eDiscovery as a high-growth market will see more companies enter the space, Gartner said.

While the US has been the biggest market for eDiscovery – accounting for about 90% of the market revenue in 2008 – other territories such as the UK, Australia, Canada and South Africa are expected to see large revenue growth over the next few years.

“The December 2006 amendments to the Federal Rules of Civil Procedures (FRCP) in the U.S. regarding the discovery of electronically stored information (ESI) and passing of subsequent similar statutes in other countries, has really spurred market interest in eDiscovery,” said Eid. “This is prompting many companies to rethink their overall information management strategies, from the policy level to the implementation level.”

Players in the eDiscovery scene include Autonomy, Recommind, EMC and ZyLAB.

Holiday Gift Idea: "E-Discovery For Dummies"

From e-Discovery For Dummies by Linda Volonino, Ian Redpath

You can make e-discovery easier by knowing how the court separates electronically stored information (ESI) into two tiers; the seven basic steps in e-discovery; implications of the e-discovery federal rules; and the timeline that actually begins prior to litigation.

E-Discovery Categories of Electronically Stored Information

In e-discovery, electronically stored information (ESI) is divided into five categories, which are grouped into two tiers based on the effort and cost needed to access ESI. Keep these categories in mind when requesting ESI or responding to a request:

Category What It Is Accessibility
Active, online data ESI created, received, or processed; or that’s quickly and frequently accessed. Examples: hard drives and active network servers. First tier: reasonably accessible
Near-line data (short for near online) ESI stored on removable media or accessed via automated or robotic storage systems. Access speeds range from a few milliseconds up to 2 minutes. Examples: optical disk and magnetic tape. First tier: reasonably accessible
Offline storage and archives ESI sent to storage. Unlike the first two categories, offline ESI is accessed manually. Examples: magnetic tape or optical disks; referred to as JBOD (just a bunch of disks). First tier: reasonably accessible
Backup tapes, commonly using data compression ESI stored for backup or disaster recovery and not organized for retrieval of specific files or messages. Retrieving ESI requires restoring the entire tape and might require reversing the compression used to fit more bytes of data. The discovery of ESI from backup tapes requires proof that their need and relevance outweigh their retrieval and processing costs. Example: backup tapes. Second tier: not reasonably accessible
Erased, fragmented, or corrupted data Erased, overwritten, fragmented (broken up and stored in separate areas), or corrupted files (damaged by computer viruses, or a hardware/software malfunction) are the least accessible. This ESI might be accessed only after significant processing or might be impossible to access at all. Second tier: not reasonably accessible

Seven Steps of the E-Discovery Process

In the e-discovery process, you must perform certain functions for identifying and preserving electronically stored (ESI), and meet requirements regarding conditions such as relevancy and privilege. Typically, you follow this e-discovery process:

  1. Create and retain ESI according to an enforceable electronic records retention policy and electronic records management (ERM) program.

    Enforce the policy and monitor compliance with it and the ERM program.

  2. Identify the relevant ESI, preserve any so it cannot be altered or destroyed, and collect all ESI for further review.

  3. Process and filter the ESI to remove the excess and duplicates.

    You reduce costs by reducing the volume of ESI that moves to the next stage in the e-discovery process.

  4. Review and analyze the filtered ESI for privilege because privileged ESI is not discoverable, unless some exception kicks in.

  5. Produce the remaining ESI, after filtering out what's irrelevant, duplicated, or privileged.

    Producing ESI in native format is common.

  6. Clawback the ESI that you disclosed to the opposing party that you should have filtered out, but didn't.

    Clawback is not unusual, but you have to work at getting clawback approved, and the court may deny it.

  7. Present at trial if your case hasn't settled.

    Judges have little to no patience with lawyers who appear before them not understanding e-discovery and the ESI of their clients or the opposing side.

E-Discovery Federal Rules of Civil Procedure and Federal Rules of Evidence

During the e-discovery process, keep the e-discovery amendments to the Federal Rules of Civil Procedure (FRCP) and Federal Rules of Evidence (FRE) close by. These federal rules apply to the process for preparing and producing ESI, as well as for resolving related disputes.

Here are some of the implications of these federal rules.

  • FRCP 16: Courts expect you to be ready for litigation, including being fluent in the IT and network architecture, so that the pretrial conference leads to agreements on what ESI is discoverable. FRCP 26(f) sanctions for not obeying a scheduling or pretrial order are a good thing to avoid.

  • FRCP 26: Provides protection from excessive or expensive e-discovery requests, except when you don’t deserve that protection.

    FRCP 26(a)(1)(C): Requires that you make initial disclosures no later than 14 days after the Rule 26(f) meet and confer, unless an objection or another time is set by stipulation or court order. If you have an objection, now is the time to voice it.

    Rule 26(b)(2)(B): Introduced the concept of not reasonably accessible ESI. The concept of not reasonably accessible paper had not existed. This rule provides procedures for shifting the cost of accessing not reasonably accessible ESI to the requesting party.

    FRCP 26(b)(5)(B): Gives courts a clear procedure for settling claims when you hand over ESI to the requesting party that you shouldn’t have.

    Rule 26(f): This is the meet and confer rule. This rule requires all parties to meet within 99 days of the lawsuit’s filing and at least 21 days before a scheduled conference.

    Rule 26(g): Requires an attorney to sign every e-discovery request, response, or objection.

  • FRCP 33: Defines business records that are created or kept in electronic format as discoverable giving the requesting party access to them.

  • FRCP 34: Establishes a structured way to resolve disputes over document production.

    FRCP 34(b): Establishes protocols for how documents are produced to requesting parties. As the requesting party, you choose the form of production. Most often, the requested form is native file because those files tend to reveal the most. You might not have the equipment or expertise to read the produced ESI easily if it’s not in native form or a form you pick. This is usually a matter of negotiation between the parties.

  • FRCP 37: Judges have the power, courtesy of Rule 37(f), to impose sanctions against a party "who fails to obey an order to provide or permit discovery."

    Rule 37(e): Creates a safe harbor from sanctions if you did not preserve, and therefore no longer have, ESI that’s requested provided that certain conditions and circumstances are met. Judges also have powers that are considered inherent in the court that expand the ability to impose sanctions beyond Rule 37.

  • FRCP 45: If you’re a nonparty to e-discovery, you’re protected from some of the costs or burdens that parties typically have to pay or endure.

  • FRE 502: Protects attorney-client privilege and provides some protection against inadvertent disclosure, if you’re quick enough to notice your mistake and meet other conditions.

    FRE 502(b): If attorney-client privileged or work product protected material is inadvertently disclosed, you might be able to get it back if you took reasonable steps to prevent the error; and noticed and responded promptly to fix the error.

  • FRE 901: Requires that ESI, like physical evidence, be authenticated to verify that it is what it claims to be. Metadata may be used to authenticate an ESI.

Lawyers are subject to ethical rules relating to e-discovery imposed by the Code of Professional Responsibility.

Prelitigation and e-Discovery Timeline

Adhering to a pre-litigation and e-discovery timeline will keep you on track. Before litigation even starts, you must start evaluating — with your IT team and legal counsel — where you stand in terms of your electronically stored information (ESI). Here’s the process:

  • Prior to litigation: Preserve, preserve. preserve. That is, you have the duty to preserve when a legal action is reasonably anticipated. You need to take affirmative action to prevent the destruction or alteration of what might be relevant ESI.

  • Day 1: Lawsuit is filed and complaint is served on the defendant starting the clock that counts off the days.

  • By Day 99: Litigants must participate in a meet and confer conference to negotiate an e-discovery plan.

  • By Day 120: A scheduling conference is held bringing together prosecuting attorneys, defendants, defendant’s attorneys, and the judge to schedule certain dates and deadlines for the case.

Why law firms and corporate legal departments should examine litigation support practices to cut costs

By Shawn Sieck
Vice President, ESI Business Development
TERIS/Silicon Valley


If your law firm or corporate legal department is like most, you are continuously looking for ways to cut costs and streamline operations. With the downturn in the economy, as well as the increasing strictness of regulations at both the federal and state levels, it is now even more crucial to evaluate all areas of your business or practice.

One area for the legal industry to examine is litigation support. Services such as electronic discovery and document management are critical to favorable case outcomes. But what is the most efficient way to manage these services while facing tight deadlines and unanticipated obstacles?
I recently met with a financial institution that was using several providers for litigation support: a consulting firm, a data collection subcontractor, a third vendor in charge of processing electronically stored information (ESI), plus the law firm handling interviews and paper collection. With so many cooks in the kitchen, it’s predictable that something will fall through the cracks. Using numerous providers also inevitably costs more in time and money and is inconvenient to manage.

For litigation support professionals, one option is to consolidate services with a full-service solution provider that can manage cases from conception to conclusion. An end-to-end litigation support provider offers several advantages:

- Cost Savings – By bundling the numerous litigation support services into one provider, you can achieve cost efficiencies with pricing. You also gain the ability to see where there may be redundancies or overlapping sections which can be eliminated to further cut costs.

- Consultation – Litigation support has changed dramatically in recent years, requiring consultants with deep legal knowledge and litigation expertise to solve case management problems. A full-service provider builds consulting services into their offerings, usually at no charge, eliminating the need for a separate consulting firm.

- Streamlined Processes – The proactive processes that a full-service provider develops and manages can assist your case team with timelines and tracking deadlines with respect to the new case laws in place. This simplifies the document management process so you spend less time and money through all phases of case management.

- Flexibility – A full-service provider recognizes that one size does not fit all in document management and litigation support. They can provide many different approaches that employ the best practices and most cutting-edge tools on the market, rather than one proprietary software that may not be the right fit for the job.

- Quality – With one provider managing your litigation support activities, you have a partner dedicated to maintaining a higher level of quality and increased accuracy. They are there from start to finish to implement quality control measures and ensure consistent results every time.

- Security – With all of your data in one place, the risk factor is eliminated. The infrastructure a full-service provider has built into place, both offsite and onsite, means your data is backed up and protected from any kind of loss.

- Improved Workflow – Full-service providers can avoid costly delays with one point of contact that sees your project through every step of the process. By simplifying the information flow and managing data in an efficient manner, you get an improved workflow and a much greater return on investment.
 

The benefits of a full-service provider certainly sound great, but one question I hear from litigation professionals is how can one provider do everything? It’s a valid concern, as many litigation support companies who say they are full-service are, in reality, sending out work to third parties. There are only a handful of companies who are really a single source for all litigation support needs.

When evaluating a provider, ask about their client history, case studies and references. Find out how they will respond if a crisis erupts on a Saturday or national holiday. They should listen to your concerns and be able to address them with examples of their experience in all areas.

A true one-stop shop for litigation support, such as TERIS, will have experts available at any time for any matter. This adds value to the relationship by having the people, expertise, technology and resources to handle all of your needs in-house.

Shawn Sieck is the vice president of ESI business development for TERIS, Silicon Valley. With eight offices serving clients nationwide, TERIS is a full-service litigation support provider offering sophisticated consultation-based solutions, state-of-the-art technologies and highly experienced project management. For more information, please visit www.TERIS.com.
 

Clearwell Systems Forecasts Top 10 Predictions for Electronic Discovery in 2010

MOUNTAIN VIEW, CA--(Marketwire - December 7, 2009) - Clearwell Systems Inc., a leader in intelligent e-discovery, today announced its top 10 predictions for e-discovery in 2010. Based on insights gathered from industry experts, enterprises and law firms, Clearwell expects one of the most significant priorities in the year ahead to be a greater focus on controlling e-discovery costs, and gaining better control over the entire, complex process. As a result, legal and IT departments are becoming more strategic about managing their electronic data while they proactively bring e-discovery in-house.

Clearwell's Top 10 Electronic Discovery Predictions for 2010 include:

1. Early case assessment (ECA) moves from a "nice to have" to a "must have" requirement for any matter involving electronically stored information (ESI). In 2009, ECA moved into the mainstream as a methodology to quickly understand case facts, assess risk and lower both data processing and attorney review costs. However in 2010, with the advancement of products and the increased socialization within the bar and the litigation support community, ECA will graduate into a core methodology for savvy litigators regardless of matter type or size.

2. Appetites for broad information lifecycle management initiatives will diminish as organizations will realize these programs are far too complex to solve specific pain points, and they often take too much time (measured in years) to execute. The economic reality is that these holistic, cross-systems, cross-department initiatives often fail to demonstrate the return on investment necessary in today's challenging economy.

3. Staffing roles will continue to evolve with a newfound focus on project management. The role of an in-house e-discovery coordinator will emerge as more of a project manager across the entire e-discovery process and has expertise in both, legal and IT. This shift will become increasingly necessary as e-discovery evolves into a standard business process that is repeatable, measurable, and defensible.

4. Data analytics and statistical methodologies will gain traction to augment the type of subjective decision making approaches that have historically formed the backbone of the e-discovery search and review processes. These objective methodologies have long been called on as best practices by the likes of the Sedona Working Group. In 2010, they will start to move from theoretical to practical task as e-discovery tools increasingly move in-house.

5. Integrated e-discovery platforms will finally become a reality as customers graduate from painfully stitching point solutions together, thus requiring less physical document exporting and importing between applications, cutting costs and increasing defensibility.

6. Associate-based linear document review processes will gradually go extinct, as both clients and law firms grow tired of expensive, brute force review processes. Data minimization using ECA products will reduce the number of documents reviewed. More review work will either be in-sourced or managed with specialized contract attorneys, who are often less expensive and better trained for this type of work.

7. FRE 502 and "clawback" agreements will be increasingly used to reduce the need for any manual, eyes-on review, although many litigators will resist this trend because of the fears of "un-ringing the bell" when privileged information is disclosed in any context. Nevertheless, as ESI volumes increasingly become unmanageable, even reluctant attorneys will become increasingly comfortable with a less manual review process for ESI.

8. Alternatives to the much-lauded EDRM model will gain traction, as practitioners strive to find an even better, and perhaps more practical, project management framework, in many cases still acknowledging the role that the EDRM has taken in forming the lingua franca of the e-discovery industry.

9. The push for cooperation in the e-discovery process will make incremental progress. Increasingly, this type of cooperation, as strongly advocated by the Sedona Working Group, will be forced by judges and local rules. Sedona has been successful in getting the bench on board this initiative and there are now more than 100 judges who have signed up to show their support.

10. "Cloud" computing will begin to impact how e-discovery data preservation/collection is done, both in terms of social media and traditional applications. Companies will increasingly block social media applications due to fears surrounding the inability to preserve and collect this content. Companies will also demand that e-discovery products support preservation/collection from applications sitting in the cloud without significant degradation in performance and response times.

"In 2010 the bottom line will still be what matters first and foremost. By bringing e-discovery in-house, enterprises can have increased visibility into the costs involved, better control over the process of reviewing and processing electronic evidence, and a more strategic approach to their cases," said Dean Gonsowski, vice president of e-discovery services at Clearwell Systems. "Given the steady pace of litigation and regulatory requests, we expect e-discovery next year to be regarded even more so as a core business process within the enterprise -- like sales, finance and manufacturing -- versus the reactive fire-drill it has been in the past."

About Clearwell Systems

Clearwell Systems is transforming the way enterprises and law firms perform electronic discovery (e-discovery) in response to litigation, regulatory inquiries, and internal investigations. The Clearwell E-Discovery Platform automates the processing, analysis, review, and production phases of e-discovery via a single, integrated product. Leading organizations such as Constellation Energy, Cisco, DLA Piper, Johnson & Johnson, Toyota, and the Department of Homeland Security / Office of Inspector General are using Clearwell to accelerate early case assessments, intelligently cull-down data, increase reviewer productivity, and ensure the defensibility of their e-discovery process. Consistently ranked as a leader in independent industry surveys and reports, Clearwell Systems is an active participant in the Electronic Discovery Reference Model (EDRM) Project and The Sedona Conference. For more information, visit www.clearwellsystems.com, follow us on Twitter at http://twitter.com/clearwell, or subscribe to the E-Discovery 2.0 blog at http://www.clearwellsystems.com/e-discovery-blog/.

Featured in Puget Sound Business Journal: Teris slowly evolves over its 13 years in Seattle by changing its name and its focus

From the December 4, 2009 Puget Sound Business Journal (Seattle) - by Deirdre Gregg Staff Writer

When Stefan Wikstrom looks around at his industry, he sees billion-dollar companies in turmoil, slashing employees and consolidating management.

As far as he’s concerned, that’s a good thing.

Chaos among competitors has resulted in a glut of skilled employees and a chance to gain market share for Teris, a Seattle-based litigation support and e-discovery company that provides services to law firms and in-house legal departments ranging from making paper copies to sophisticated digital forensics.

The company, which expects revenue of about $25 million this year, has grown to about 300 employees in seven full-service facilities and a new sales offices in Chicago. That’s more than triple the company’s revenue in 2001.

Read the full article here

CT Summation Announces the Release of iBlaze 3.0

SAN FRANCISCO, Dec. 2 /PRNewswire/ -- CT Summation, the premier provider of litigation workflow and eDiscovery solutions, today announced the general availability of iBlaze 3.0, the next generation of its flagship product that improves the speed and accuracy of electronic document management and production processes. As the nation's leading litigation workflow tool, iBlaze empowers attorneys, paralegals and all legal professionals to quickly, accurately and cost-effectively manage the ever-increasing volumes of electronically stored information from case assessment through production.

CT Summation LogoChristine Taylor, eDiscovery analyst at Taneja Group said, "CT Summation is one of the best-known and most firmly entrenched vendors in eDiscovery and litigation project management. But eDiscovery is a fast-moving field whose watch phrase is 'innovate or die,' and CT Summation hasn't rested on its laurels. iBlaze 3.0 is a next-generation product that strengthens its case analysis and review capabilities and expands CT Summation's reach into the production stage of eDiscovery. Production long took a second seat to the supposedly hotter review and analysis stages, but many a legal matter has foundered on production failure. With iBlaze, legal professionals can quickly and accurately get their eDiscovery analyzed, produced, and out the door."

As the only all-inclusive litigation solution on the market, iBlaze equips users with the power to take control of all documents, electronic evidence, exhibits and transcripts from initial review through production. The new features and functionalities of iBlaze 3.0 include:

* Fast, Accurate Redactions: Quickly and easily search and review redacted documents and language; globally redact the same area on everything.
* Deposition and Transcript Analysis: Conduct rapid reviews with multiple-page views and condensed-transcript printing.
* Document Family Feature: Ensure collaboration with multiple-user access for production-set creation and completion.
* Near-Native Document View: Easily view documents without the need for desktop conversion or synchronization.
* TIFF-on-the-Fly: Rapidly convert native files into TIFF (Tagged Image File Format) files to enhance review, redaction and production.

"CT Summation's iBlaze is the number-one litigation workflow product on the market and valued by law firms and legal departments of all shapes and sizes--and with the help of our customers we continue to make it better," said Tom Rump, general manager, CT Summation. "By making the eDiscovery process faster, more accurate and manageable with a single software solution, iBlaze allows users to optimally control every piece of data related to a case."

CT Summation's iBlaze was recently named as the "Best Case Management Software" in The Recorder's "Best of Poll." The survey asked California State Bar certified attorneys about the business services and products they would most recommend to colleagues.

About CT Summation

CT Summation is the premier provider of litigation support and eDiscovery solutions that help legal professionals succeed from discovery to case review and analysis through production. From desktop and server applications to hosted solutions, CT's Summation combines a set of award-winning technology solutions (iBlaze, WebBlaze, Enterprise, CaseVault, Discovery Cracker and CaseVantage) with market-leading expertise that provide the decisive advantage for law firms and legal departments, large or small. For more information, please visit www.ctsummation.com.

CT, a Wolters Kluwer business, provides the tools to help legal and financial professionals manage risk on many levels. From managing corporate compliance to legal department performance; trademark protection to matter management; electronic data discovery to preparing cases for litigation, CT has the right solution to meet a host of needs. CT is based in New York City. For more information, please visit www.ctlegalsolutions.com.

About Wolters Kluwer

Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory sectors. Wolters Kluwer had 2008 annual revenues of euro 3.4 billion, employs approximately 20,000 people worldwide and maintains operations in over 35 countries across Europe, North America, Asia Pacific and Latin America. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Visit www.wolterskluwer.com for information about our market positions, customers, brands and organization.

SOURCE CT Summation

TERIS Phoenix adds Electronic Discovery and Litigation Support professionals Brandon Colburn, Dennis Brooks and Todd Sparck

PHOENIX, AZ – December 2, 2009 – TERIS Phoenix announced today the addition of three leading litigation support professionals to its growing Phoenix office. Brandon Colburn joins as Electronic Discovery Account Executive; Dennis Brooks joins as Director of IT/Project Manager and Todd Sparck joins as Production Manager for the company. The trio brings a combined mix of experience from both the legal and litigation support industries that bring immediate value for new and existing TERIS Phoenix clients.

TERIS Phoenix Managing Partner Richard Saldivar“This group of experienced industry professionals brings a wealth of value to our clients within law firms and corporations alike,” said Richard Saldivar, TERIS Phoenix Managing Partner. “Our clients need a greater level of experience and proficiency in eDiscovery and related services. Brandon, Dennis and Todd are valuable additions as we continue to build our considerable expertise and success in these areas because ESI is one of our major areas of focus as we enter 2010 and serve a growing number of clients.”

Colburn joins TERIS from trial presentation firm Legalsized Inc., where he served as the region sales manager. He introduced the company into the Phoenix market and was responsible for sales and strategic partnerships. Colburn was also responsible for coordinating trial team support for Fortune 100 companies and ALM firms both locally and nationwide. Colburn has built a strong relationship for his work helping companies with corporate revenue growth, production organization, industry networking and public speaking.

Brooks comes to TERIS with considerable experience in the ESI industry. He is an industry recognized, litigation technology leader who thrives on managing multiple large, complex discovery projects. Prior to joining TERIS, Brooks was instrumental in growing the ESI business from zero to $5 million at RLS in the first twelve months of the practice. He also worked for Forensic Consulting Services (FCS). Saldivar noted that Brooks also has experience managing multi-Terabyte projects, which will be a huge asset to TERIS Phoenix as the company builds its ESI portfolio.

Sparck brings more than 10 years of litigation support experience to TERIS. He previously worked for IKON where he was the trainer for the Desert Southwest Operations Teams and later went on to serve as Director of Production for Encore.

About TERIS

Founded in 1996, TERIS provides legal support services and sophisticated eDiscovery solutions to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of over 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 206-521-8717 or DKaufer (at) TERIS.com

 

TERIS becomes one of the first litigation support service providers to offer Clearwell E-Discovery Platform version 5.0 to its clients

Seattle, WA – December 2, 2009 – TERIS announced today the addition of Clearwell E-Discovery Platform Version 5.0 to the firm’s product offering. The latest version features new pre-processing, review and production modules that help lawyers pre-process, analyze, search, review, redact, and produce documents within a single product, eliminating the need to use multiple tools and enabling an iterative and defensible e-discovery process.

Clearwell Pre-Processing Module provides interactive graphs that enable e-discovery teams to quickly filter out data by known files (both NSRL NIST list as well as custom lists), custodian, date, file type, and size, significantly reducing downstream processing and review costs. Clearwell Review Module enables reviewers to quickly redact documents, apply reason codes, and verify redactions prior to production. Decision-tree tagging using a multi-layer tree structure prevents errors and minimizes the number of clicks needed to accurately tag a document. Clearwell Production Module offers a range of production options, including bates stamping, watermarking, custom header/footer, and various export options. In addition to these three new modules, the Clearwell E-Discovery Platform V5.0 delivers over 20 new features and enhancements in its industry-leading processing and early case analysis module.

TERIS CTO Peter Sternkopf“This latest version of Clearwell is a dramatic step forward in capabilities,” said Peter Sternkopf, TERIS Chief Technology Officer. “The new platform addresses the glaring need for an eDiscovery product that reduces the number of tools required in a case and also helps reduce the repetitive movement of data.”

“We have been a longtime partner with Clearwell and appreciate the opportunity to work with the development team to contribute feedback and ideas for the new 5.0 platform,” Sternkopf continued. “Our eDiscovery team can now perform all of the post-collection phases of eDiscovery in a single, integrated application, instead of using three or four separate tools.”


ABOUT TERIS
Founded in 1996, TERIS provides legal support and sophisticated eDiscovery solutions to corporate legal teams and law firms across the U.S. and internationally. TERIS’ staff of over 300 was named one of the top 20 eDiscovery service providers by industry researcher Socha-Gelbmann in 2008. The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Seattle, San Francisco, Silicon Valley, San Diego, Phoenix,, Austin, Dallas and Chicago. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTERIS.

Media Contact: David Kaufer, Vice President of Marketing and Communications, 425-275-8814 (mobile); 206-521-8717 (office) or DKaufer (at) TERIS.com
 

Managing e-Discovery Costs - Risk Managers Must Learn To Tame Expenses

From Claims Magazine:
By Kevin M. Quinley

In litigation, the discovery process has always been expensive. With computers and digital technology, though, there are added layers of complexity and cost. Discovery no longer involves just reviewing boxes and boxes of papers. Regardless of the dispute — product liability, employment practices, or directors and officers — discovery now entails exhaustive searches of electronic data. This means sifting through computer hard drives, thumb drives, servers, tapes, e-mail strings, archives, instant messenger dialogue, and so on. Searching electronic data sources consumes huge chunks of time and dollars.

Now let’s consider that 36 billion e-mails are transmitted each day. This pace rises 20 percent annually. Ninety-three percent of all information is now stored digitally, with 70 percent of that never actually printed. A 2007 Kroll survey revealed the following:

· Twenty-five percent of U.S. corporate in-house counsel claim to be current with all case-law developments and regulations relating to electronically stored information (ESI).

· Only half of the respondents said that their organizations had a policy regarding ESI.

· Seventy-five percent report losing time and money because of inefficient ESI processes.
 

Read the rest of the article here

Electronic Discovery and Computer Forensic veteran Scott Andraschko joins TERIS Silicon Valley as Director of ESI

Addition of technology and computer forensic veteran solidifies firm’s expertise in ESI collections and Electronic Discovery engagements

Palo Alto, CA – November 23, 2009 – TERIS Silicon Valley announced today that leading Electronic Discovery and Computer Forensic expert Scott Andraschko joined the company as its new Director of Electronically Stored Information (ESI). Andraschko has more than 15 years experience in eDiscovery processing, ESI collection/acquisition and Computer Forensics. He will oversee both the imaging and ESI departments. His primary responsibilities are to streamline processes, document procedures, cross train employees, and provide training/reviews of all employees in those departments. He also will provide client support for sales representatives.

Scott brings to us a strong track record of successfully working with clients to reduce both the duration and cost of eDiscovery processing, analysis, and review,” said Kevin Brooks, TERIS Silicon Valley General Manager and Partner. “He has a thorough knowledge and understanding of eDiscovery, Forensic Services, Investigations and IT issues that will be valuable for our growing list of clients in the Silicon Valley.

Andraschko joins TERIS from McNamara Business Solutions, where he served as Director of Information Technology/eDiscovery. At McNamara he streamlined and automated all phases of EDD, enabling companies to accelerate early case assessments, lower processing costs, reduce review workload, and enhance the defensibility of e-discovery. He previously worked at KPMG as Manager Forensic Technology Services, where he successfully managed a 10 person team that operated at multiple sites performing end to end eDiscovery services. He also has experience managing multiple services including ESI collection/acquisition, early case assessment, culling, deduping, analysis and SaaS hosted review.

Autonomy unveils new collection-to-the-cloud solution for e-Discovery and compliance

Cambridge, UK and SAN FRANCISCO - November 10, 2009 - Autonomy Corporation plc (LSE: AU. or AU.L), a global leader in infrastructure software for the enterprise, today announced the availability of a next-generation collection solution for eDiscovery and compliance. The solution uses a scalable, distributed model to automatically search, identify, preserve and collect relevant electronically-stored information (ESI) to the cloud from laptops, desktops and more than 400 enterprise repositories, including file and email servers, archives, and Microsoft SharePoint. Collected ESI is then stored in Autonomy's secure, cloud-based archive, enabling organizations to perform defensible and systemized preservation and collection in the shortest amount of time to meet the preservation obligation. This new solution, which is a key part of Autonomy's industry-leading Legal Hold solution suite, enables global organizations to comply with data privacy laws around the world by ensuring that personal data that does not pertain to the legal case will not be collected.

Preservation and collection of relevant data is a critical step in the legal hold process, when an organization faces pending litigation or investigation. The new Autonomy collection solution enables global organizations to dramatically reduce both the risks and costs associated with the identification, collection and preservation of ESI, while ensuring compliance with government regulations, such as the U.S. Federal Rules of Civil Procedure (FRCP) and the COBS 11.8 in the U.K.

Legacy technologies for preservation and collection of ESI require inefficient manual processes that involve significant personnel and IT investments. These technologies can neither scale nor meet the needs of counsel to quickly preserve, analyze and understand data within the timelines set under the FRCP and other regulations. The challenge of legal hold, preservation and collection is further compounded by a global, distributed workforce, because legacy solutions cannot effectively identify and collect data without a continuous, high-bandwidth connection.

In contrast, the new Autonomy collection solution is the first in the industry that allows organizations to intelligently analyze and pre-cull data in-place with advanced conceptual search capability and then collect the relevant data directly to the cloud. It securely identifies data sources, distributes client software, and preserves and collects a forensically sound copy of relevant information directly to Autonomy's secure cloud-based archive, the Digital Safe. With Safe Harbor certification and data centers in both the United States and United Kingdom, Autonomy offers unmatched flexibility in the cloud.

"The increasing government regulations for eDiscovery remain a significant driver in all sectors. We have seen more than 40 new regulations that have come into effect in the last 12 months, such as the COBS 11.8 in the U.K," said Mike Lynch, CEO of Autonomy. "Regulators' hard-hitting new rules and hefty sanctions against organizations who do not comply with eDiscovery regulations have fueled demand for legally defensible search, collection, and archiving solutions. With this new announcement, Autonomy is offering the world's first Collection to the Cloud solution that enables organizations to preserve, search and collect all of the relevant ESI in the cloud, saving significant costs and time."

Please visit www.autonomy.com/legal-hold for more information on this new Autonomy collection solution.
About Autonomy

Autonomy Corporation plc (LSE: AU. or AU.L), a global leader in infrastructure software for the enterprise, spearheads the Meaning Based Computing movement. IDC recently recognized Autonomy as having the largest market share and fastest growth in the worldwide search and discovery market. Autonomy's technology allows computers to harness the full richness of human information, forming a conceptual and contextual understanding of any piece of electronic data, including unstructured information, such as text, email, web pages, voice, or video. Autonomy's software powers the full spectrum of mission-critical enterprise applications including pan-enterprise search, customer interaction solutions, information governance, end-to-end eDiscovery, records management, archiving, business process management, web content management, web optimization, rich media management and video and audio analysis.

Autonomy's customer base is comprised of more than 20,000 global companies, law firms and federal agencies including: AOL, BAE Systems, BBC, Bloomberg, Boeing, Citigroup, Coca Cola, Daimler AG, Deutsche Bank, DLA Piper, Ericsson, FedEx, Ford, GlaxoSmithKline, Lloyds Banking Group, NASA, Nestlé, the New York Stock Exchange, Reuters, Shell, Tesco, T-Mobile, the U.S. Department of Energy, the U.S. Department of Homeland Security and the U.S. Securities and Exchange Commission. More than 400 companies OEM Autonomy technology, including Symantec, Citrix, HP, Novell, Oracle, Sybase and TIBCO. The company has offices worldwide. Please visit www.autonomy.com to find out more.

Autonomy and the Autonomy logo are registered trademarks or trademarks of Autonomy Corporation plc. All other trademarks are the property of their respective owners.

TERIS Partner Clearwell Systems Receives Patent for Discussion Threading and Relevance Ranking

MOUNTAIN VIEW, CA-- November 9, 2009 - Clearwell Systems, Inc., a leader in intelligent e-Discovery, today announced it was awarded US Patent No. 7,593,995, "Methods and systems of electronic message threading and ranking." This patent reinforces differentiation for the Clearwell E-Discovery Platform, the market's leading product for early case assessment. Clearwell and the Clearwell E-Discovery Platform have received recognition from LTN's Technology Awards, Red Herring 100, Network World Enterprise All Stars, eWEEK Excellence Awards, SC Magazine, Info Security Products Guide, among others.

"The e-Discovery space is rapidly evolving, with a significant percentage of enterprises looking at technology solutions to bring e-Discovery in-house for cost control and reduced risk," said Vivian Tero, program manager, GRC infrastructure at IDC. "Defensible search and early case assessment are emerging as hot button areas that enterprises should consider when evaluating products. A lot of confusion exists in the market, making it important to examine proof of concepts and conduct a detailed evaluation before selecting an e-Discovery product. Clearwell is one of the vendors that provides customers an opportunity to test its capabilities in advance of purchasing the product."

The Clearwell E-Discovery Platform is fully operational in less than 25 minutes and provides users with immediate visibility into case facts, significantly accelerating early case assessment. Clearwell's Transparent Search, metadata filters, and people analytics enable users to quickly and defensibly eliminate irrelevant documents and false positives, lowering processing costs and reducing review workload. The product's discussion threading, relevance ranking, and concept clustering capabilities display documents in context, further increasing review throughput. Clearwell's review capabilities enable reviewers to perform one-click tagging, redact documents, apply reason codes, and verify redactions prior to production. Responsive documents can be produced or seamlessly uploaded into litigation support databases via EDRM-compliant XML and other major load file formats. In addition, the Clearwell E-Discovery Platform automatically tracks all actions on case documents throughout the e-Discovery workflow, ensuring a defensible e-Discovery process.

"We are committed to pioneering new technologies and methodologies to address major challenges in e-Discovery," said Venkat Rangan, co-founder and CTO of Clearwell Systems. "This patent validates Clearwell's ability to deliver innovative products that enable customers to efficiently and effectively process, search, analyze, review and produce responsive electronic records for litigation, government inquiries and internal investigations."

About Clearwell Systems

Clearwell Systems is transforming the way enterprises and law firms perform electronic discovery (e-Discovery) in response to litigation, regulatory inquiries, and internal investigations. The Clearwell E-Discovery Platform automates the processing, analysis, review, and production phases of e-Discovery via a single, integrated product. Leading organizations such as Constellation Energy, Cisco, DLA Piper, Johnson & Johnson, Toyota, and the Department of Homeland Security / Office of Inspector General are using Clearwell to accelerate early case assessments, intelligently cull-down data, increase reviewer productivity, and ensure the defensibility of their e-Discovery process. Consistently ranked as a leader in independent industry surveys and reports, Clearwell Systems is an active participant in the Electronic Discovery Reference Model (EDRM) Project and The Sedona Conference. For more information, visit www.clearwellsystems.com, follow us on Twitter at http://twitter.com/clearwell, or subscribe to the E-Discovery 2.0 blog at http://www.clearwellsystems.com/e-discovery-blog/.

TERIS is a proud Clearwell partner

DiscoverTERIS Channel Update: TERIS and iBridge Offer HIghly Cost-Effective Managed Document Review Services

TERIS and iBridge offer highly cost effective, extremely reliable document review and assessment support for all types of litigation including tort cases, class actions, complex litigation, white collar, SEC and other government investigations, and insurance defense.

Learn more about these services and trends related to managed review here: 

 

 

 

 

When It Comes to eDiscovery, Even Walmart Can Get It Wrong

Posted by Christine Taylor  (Network Computing
October 12, 2009

Mimosa Systems' excellent (and entertaining) Know-It-All Guide recently reminded me of an older but still relevant case, Testa vs. Walmart. The mid-90s case is still relevant because the same practices that led to Walmart's loss happen every day in business. The settlement was small at $50K and Walmart could readily afford it, but do you really want to go there by making the same mistake they did?

Here is a short summary. In 1993 Louis R. Testa drove up to a Walmart loading dock. The dock was coated with ice but Testa gamely delivered his load of tropical fish with a dock worker's help. Sadly he slipped and fell on the ice and threatened to sue right then and there. The Walmart employee alerted his supervisors who ordered a full investigation. The finished report included photos of the ramp, a description of events and Testa's threat to sue.

Read the full story here

How are EDD providers adapting to today's uncertain economy?

Thanks to Gabe Acevedo for pointing out this great article from Law.com about how EDD providers are adapting to the down economy (written by Jason Krause):

"There's an unusual dichotomy in the e-discovery industry right now. Industry observers see scores of e-discovery companies that have folded or disappeared as part of an industry shakeout, but at the same time there is agreement that there is still a growing opportunity to be had despite a slow economy. "There's more than enough work for discovery consultants," says Craig Ball, a court-appointed special master and e-discovery consultant in Austin, Texas. "In fact, as people recognize and understand the issue more, they have started to bring us in as early as they can."

Read the full story here

CT Summation Takes Top Slot in The Recorder's "Best Of" Poll

CT Summation, the premier provider of litigation workflow and eDiscovery solutions (EDD), today announced that it received first-place honors in the "Best Case Management Software" category in The Recorder's "Best Of" poll. The third-annual survey was limited to California State Bar certified attorneys and asked respondents about the business services and products they recommend to colleagues. CT Summation's first-place listing as the "Best Case Management Software" is further validation of its trusted, innovative tools among law firms and legal departments of all sizes.

 

"According to the American Bar Association, California has one of the largest populations of attorneys per state in the country, so this poll speaks volumes toward CT Summation's leadership position and trusted brand in the legal industry," said Tom Rump, general manager, CT Summation. "Simply put, the speed and accuracy that CT Summation gives to its clients to review, analyze and produce electronic documents is unprecedented."

The Recorder is Northern California's leading legal newspaper, serving the Bay Area's major law firms, corporate legal departments and individual practitioners with insightful, thorough coverage of the local and national legal scene. It can be found at http://www.callaw.com.

CT Summation understands the increasing challenge of litigators to deal with, access and manage ever-growing amounts of electronically stored information (ESI). The company's solutions, including the recently launched iBlaze 3.0, provide litigators with manageable, quick, easy and cost-effective ways to navigate the eDiscovery process. CT Summation customers are provided with the competitive advantage of gaining control of every piece of data related to a case.

TERIS is proud to be partners with CT Summation

 

How to avoid an e-discovery disaster

Great article in today's Computerworld discussing steps companies can take to avoid a disaster when they are involved in legal proceedings.

Among the tips shared: 

  • Know what you have
  • Talk to your legal department on a regular basis
  • Make your information-handling practices routine and consistent
  • Keep a trail.
  • Understand what spoliation is
  • Be ready to preserve all data, immediately

The full article can be found here.

Women in eDiscovery™ and The American Society of Digital Forensics & eDiscovery™ Host Southeast Regional Event

Women in eDiscovery and The American Society of Digital Forensics & eDiscovery today announced that they will be hosting their first joint regional educational event at Cox Enterprises, Inc. on Tuesday, September 29, from 12:00 until 2:00 PM. This event will feature two renowned experts in eDiscovery: Former Magistrate Judge Ronald Hedges and Jason Baron, Co-Editor in Chief of The Sedona Conference Commentary. This event is geared toward legal professionals, technologists and law enforcement personnel from the southeastern United States.

This first event brings together two leading not-for-profit organizations. “We are very pleased to have forged a strong partnership with Women in eDiscovery,” says K. David Benton, Executive Director of The American Society of Digital Forensics & eDiscovery (ASDFED). “ASDFED was founded on the concept of bridge-building, and this meeting is the first of many joint events our organizations plan to host across the United States. When you look at the mission statement of each organization, it makes sense to form a strong alliance as our organizations compliment each other and provide educational opportunities throughout the industry.”

The American Society of Digital Forensics & eDiscovery is a 501c3 not-for-profit organization focusing on creating bridges between the technology and legal professions through educational seminars, lectures and scholarly publications.

Women in eDiscovery is an organization that brings together businesswomen interested in technology related to the legal industry and provides opportunities to help them grow personally and professionally through leadership, education, networking support, and national recognition.

Information regarding this event can be found online at http://www.asdfed.com/atlanta.

EMC acquisition of Kazeon will help solidify their eDiscovery market penetration strategy

Earlier today it was announced that EMC will be acquiring Kazeon for approximately $75 million. This is a great move for EMC (that is, if it works out). The acquisition of Kazeon will really compliment their current offerings and help solidify their eDiscovery market penetration strategy. They have already partnered with Clearwell and Dell in order to offer the Clearwell Systems solution themselves. I’ll bet that EMC has either had previous discussions of an acquisition of Clearwell (the company) or are currently in talks of an acquisition.

It seems like a lot of these large companies are trying to break into the litigation space by offering familiar products that are in alignment with how Corporations/Enterprises need to manage their documents/content, in order to better control current and future litigation.

The challenge for EMC will be in executing on their corporate litigation market penetration business strategies/initiatives. To date, several other companies have failed in executing on similar acquisitions – but there are always exceptions. We’ll be watching this development closely.
 

TERIS continues impressive national growth, opens Chicago office

 

CHICAGO – September 2, 2009 – TERIS announced today its expansion into the Chicago litigation support market. Respected Chicago eDiscovery industry veteran John Stanton joins TERIS as Regional Director of Electronic Sales (RDES) and is leading the company’s entry into the Chicago market.

   Despite the national recession, TERIS’s success in its other locations, particularly in the area of electronic discovery (eDiscovery) has led to its expansion into the Chicago market. Opening and managing the office is Stanton, who brings more than 10 years of sales and management experience (with special expertise in eDiscovery and legal technology solutions).

“Entering the Chicago market is a significant step for us as a firm,” said TERIS founder and CEO Stefan Wikstrom. “We are excited to bring our expertise in eDiscovery and related litigation support services to this demanding market. We are committed to earning the trust of clients in Chicago as we have done in each of the other seven markets we serve and we know the only way to do this is to provide exceptional value, knowledge and service.”

Prior to joining TERIS, Stanton worked as Regional Sales Manager for Oce´ Business Services/CaseData where he focused on developing and managing eDiscovery and litigation technology solutions. Stanton has also served in sales management positions with other leading industry organizations including EVault/Seagate Technologies, Thomson West and LexusNexus.

ABOUT TERIS

Founded in 1996, TERIS (previously known as ALC Legal Technologies, Duplex Legal Discovery Solutions, and Digital Discovery Solutions), is a full-service litigation support solution provider that works with many of the largest and most prestigious law firms and Fortune 500 companies in the country to provide sophisticated consultation-based solutions, state-of-the-art technologies and highly experienced project management.

TERIS services includes eDiscovery, Contract Review, Consulting and Project Management, Repository/Hosting, Document Imaging, Digital Forensic and Traditional Reprographics. The company also provides valuable research, analysis, and information management assistance for complex challenges to help clients prevail over tight deadlines and unanticipated obstacles.

The company operates a free job board for the legal profession at www.discoverlegaljobs.com and has offices in Austin, Chicago, Dallas, Phoenix, San Diego, San Francisco, Silicon Valley and Seattle. To learn more about TERIS, visit www.TERIS.com or follow the company on Twitter at www.Twitter.com/DiscoverTeris.


Media Contact: David Kaufer, Director of Marketing, 425-275-8814; 206-521-8717 or DKaufer (at) TERIS.com


 

Organization of Legal Professionals (www.theolp.org) formed to drive eDiscovery Certification

It's no secret that eDiscovery continues to grow. As it was noted in the recent Law Technology News article, " EDD SHOWCASE: Strange Times" By George Socha & Tom Gelbmann, there is an ever-growing need for professionals "who actually understand what is involved in handling electronic documents." As this need continues to grow, there is concern that the current lack of standards and certification creates an unbalanced and inconsistent baseline from which to gauge experience and expertise in this field.

As a result of a crying need from judges, law firms and vendors alike, a new non-profit organization, The Organization of Legal Professionals (www.theolp.org) has been formed for the purpose of providing an exacting and tough certification exam to establish core compentencies in eDiscovery.

The OLP (www.theolp.org) has assembled a top notch roster for its Board of Governors and Advisory Council.

The Organization of Legal Professionals is looking for help from all associated with eDiscovery. It is looking for companies and individuals to join and support the cause and to help spread the word. As was noted in a recent article announcing the formation of the group, " The lack of qualified people in the fastest growing arena of litigation is unprecedented. And now, there is a way to help manage and control the problem."
 

More information about the Organization of Legal Professionals can be found in this article or though its website.

TERIS Director of Professional and Litigation Services Kelli Clark discusses eDiscovery trends