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

April 11-13, Small Cases Budget conscious solutions Working with common native format files You host your own data; programs installed locally Smaller collections – fit on DVD or external drive

April 11-13, Small Cases Technology is not the key to successful management of e- Discovery in small cases.

April 11-13, Small Cases The single most effective way to keep eDiscovery costs low is to work with your opposition in a cooperative manner so you can stipulate to the use of low cost solutions.

April 11-13, “Litigation habits and customs learned in the days of paper must be revisited and revised. The culture of bench and bar must adjust.” Hon. Lee Rosenthal Chair, Standing Committee of the Judicial Conference

April 11-13, Know The Rules

April 11-13, Avoid E-Jargon

April 11-13, How To Discuss

April 11-13, The Process

April 11-13, Small Cases One Click Collect Harvester Adobe Acrobat X dtSearch Breeze eDiscovery Suite

April 11-13, One Click Collect Harvester Used to collect data in a legally defensible way without the need for forensic imaging Chain of custody Preservation of metadata Verification using hash values

April 11-13, One Click Collect Harvester Consultant vs. in-house IT Ease of deployment Simple interface Individual PC and Network collection capabilities Remote collection capabilities Pre-copy analysis to determine size of storage device

April 11-13, One Click Collect Harvester Preservation of metadata –File timestamps (both system and internal) preserved Chain of custody log and verification reports Files copied in native format ready for further processing for review Keyword culling, extension culling, source culling (drill down to folder or file type), date range culling

April 11-13, One Click Collect Harvester Cost –Harvester Portable costs $ for the software, $ for annual maintenance, for a total of $ –A three seat Harvester Server license costs $ for the software, $ for annual maintenance, for a total of $

April 11-13, Adobe Acrobat X Managing –Capture, review and production – portfolio from folder in Outlook or Lotus Notes Portfolio is searchable –Filter by date, sender recipient, etc. Production –Convert to PDF

April 11-13, Adobe Acrobat X Cost –The cost of Adobe Acrobat X from the Adobe website is $449 as a new purchase, and $199 as an upgrade of an existing license.

April 11-13, dtSearch Manage collection or raw files, e.g., Word docs and PDFs Raw files indexed Searchable –Key word, Boolean, stemming, concept searching, phrase, proximity, wild card, fuzzy, field, numeric range –Even natural language searching

April 11-13, dtSearch Search results window –File list contains name of document, relevancy score, number of hits, date created and title of document –Document in viewer –Key word highlighted –Ability to launch in native application

April 11-13, dtSearch Cost –Single user license of dtSearch Desktop with Spider is $199

April 11-13, Breeze eDiscovery Suite Use to process both scanned paper documents (Tiff, PDF and searchable PDF) and documents in native format Use to create load files for popular litigation support programs Production tools to produce Batestamped and branded collection of PDF documents Ability to process Batestamped blowbacks

April 11-13, Breeze eDiscovery Suite Simple Interface with drag and drop functionality Creates audit reports of processing or production automatically

April 11-13, Breeze eDiscovery Suite Cost –Breeze eDiscovery Suite is $3,495 per concurrent user, which includes the first year maintenance fee. Thereafter, ongoing maintenance is $699; however, it's not required, just encouraged.