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September 23, 2019
Blog
microsoft, cloud, self-service, spectra, ai-big-data, data-re-use, blog, ediscovery-review,

Listen Now! Law & Candor Podcast

We're excited to announce that season one of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution, is now live!We at Lighthouse recognize that podcasting has become a popular form of content consumption, and to support our mission of providing valuable information around the eDiscovery, compliance, and information governance space via our thought leadership efforts, we have decided to launch a podcast dedicated to just that.Law & Candor co-hosts, Bill Mariano and Rob Hellewell, alongside industry experts, explore the impacts and possibilities that new technology is creating for the space. Our dynamic duo, who have their finger on the pulse of the rapidly evolving world of legal technology, will discuss the latest trends and newsworthy topics that are dominating the eDiscovery revolution. Take a quick look at the episodes they showcase in season one:The Future is Now – AI and Analytics are Here to StayThe Truth Behind Data ReuseMicrosoft Office 365 Part 1: Microsoft’s Influence on the Next Evolution of eDiscoveryMicrosoft Office 365 Part 2: How to Leverage all the Tools in the Toolbox Moving to the Cloud Part 1: A Corporate JourneyMoving to the Cloud Part 2: A Law Firm JourneyThe episodes are short and easy to consume and each one shares key takeaways for you to take back to your team. Listen here or on a platform of your choice and follow us on Twitter for updates and to join in on the conversation.For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com.ediscovery-reviewmicrosoft, cloud, self-service, spectra, ai-big-data, data-re-use, blog, ediscovery-review,microsoft; cloud; self-service, spectra; ai-big-data; data-re-use; bloglighthouse
August 23, 2022
Blog
blog, risk-management, ai-and-analytics, information-governance

Legal's Balancing Act: Risk, Innovation, and Advancing Strategic Priorities

As legal teams expand their responsibilities and business impact throughout their organizations, there’s a delicate balance legal professionals must strike in their roles: be better partners and balance risk.To tease out this complex and dynamic relationship, Megan Ferraro, Associate General Counsel of eDiscovery and Information Governance at Meta, recently joined as a guest on Law & Candor.Highlights from that conversation are below.The legal function's bigger roleLegal departments are playing a more significant part in strategy and innovation because the role of in-house counsel has changed greatly in the past few decades. There's been a considerable shift in forward-thinking companies from viewing legal as a blocker to more of a strategic partner.Successful legal teams are partnering internally to ensure attorneys across their organization get early signals to address potential inquiries in litigation or investigations. Additionally, companies are now hiring in-house teams to fill roles where those legal partners can identify and assess legal risk early on.In-house counsel have become advocates for why legal deserves a seat at the table at all company levels, which contributes to the overall success of the business.A great example of how legal is partnering with other parts of their organizations to drive innovation is through the role of product counsel at technology companies. The most effective product counsel have a deep understanding of product goals early, which helps them to identify and address legal issues more quickly and accurately. By working closely with the product team through development, updates, and deployment, they also serve as a conduit between legal and product teams to help advance projects and address potential risks.Critical risks for legal teams todayOne of the most significant challenges for in-house legal teams is keeping up with the pace of their organization’s growth—whether it’s developing products and services, forging unique partnerships, or adopting new technology and software.Often, business teams do not appreciate how even the slightest difference in facts can contribute to different outcomes in the law. Managing the expectations of the business regarding the time it takes to do legal analysis is extremely important.It's normal to take the time to think about these challenging issues. An important adage for the business to remember is that the law is not “Minute Rice.”The balancing act between risk and innovationWeighing risk and innovation requires that you keep pace with changes throughout the organization, including pivots in strategic priorities, with a variety of stakeholders. Staying ahead of these developments and allowing counsel enough time to evaluate potential impacts is key to understanding if the benefits are worth the risk, and if not, how to adjust a business plan accordingly.Along with providing the guidance stakeholders need to assess risk and make decisions, legal teams also frequently manage how organizational data is stored and accessed with IT departments. If other teams throughout the business do not have the information they need, they can't move as fast to help the company innovate. How long to keep data, what format it is in, and who can access it are all questions that can have a huge impact on innovation.Cross-functional collaborationIn-house counsel are increasingly working with other leaders in their organizations to inform strategic decisions, but having a seat at the table requires listening and staying connected to “clients” within the business. Strategic priorities can change very often, especially in a fast-paced environment.Knowing not just what these priorities are but how the business interprets them and what success means to the company will contribute to the most successful legal partners for balancing risk factors and supporting innovation.To listen to the full conversation and hear more stories from the legal technology revolution, check out Law & Candor.ai-and-analytics; information-governanceblog, risk-management, ai-and-analytics, information-governanceblog; risk-managementlighthouse
July 17, 2020
Blog
microsoft, legal-ops, blog, microsoft-365, information-governance, chat-and-collaboration-data, legal-operations

Leveraging Microsoft 365 to Reduce Your eDiscovery Spend

In the early days of electronic discovery, technologies that legal teams utilized were researched and procured by specialists independent of information technology teams. Getting IT, legal, compliance, records managers, and other stakeholders to come together to discuss and strategize as a team was almost impossible. The move to the Cloud is changing that dynamic, as corporations move to address data challenges including eDiscovery, information governance, data privacy, and cybersecurity, in a more holistic fashion. When a corporation leverages Microsoft 365 (M365), they have procured a technology that not only meets their data storage requirements but provides eDiscovery, privacy, data governance, and cybersecurity features as well.With the upside that a single platform can provide, there are also challenges including the continued growth in data and new data types that M365 presents. Most eDiscovery professionals are still working to understand how to leverage the functionality in M365 and how to incorporate it into their existing program. Teams usage, for example, has risen with the addition of 31 million new users in one month when the COVID-19 pandemic first hit. Based on that statistic, it is clear that Teams is new to many professionals and eDiscovery teams need to understand how to deal with Teams data in discovery.eDiscovery features in M365 vary based on licensing, but can include data culling, data processing, and even some high-level review. The functionality in no way is an end-to-end solution for discovery. It can achieve some basic needs and other technologies are still required to address limitations in the platform.M365 is also an incredibly dynamic program. It is a challenge to track modifications and updates to the system. Organizations need to invest in personnel to test their M365 environment proactively to identify potential issues that could occur in the discovery process, understand limitations, and capture benchmarking data on the time and effort certain tasks can take in the system. This information should be discussed with legal teams, as it can impact their discovery negotiations and should be considered for proportionality assessments. It’s vitally important to train internal and external legal teams on the capabilities and the limitations of the technologies.Keeping pace with M365 often requires multiple resources. Consider having a dedicated team to test the new tools and ensure any new updates get incorporated back into your workflows. Reach out to your peers at other organizations to learn from their experiences with the tool. Working with service providers who have deep expertise in the tool and the roadmap is extremely beneficial. Microsoft is open to receiving feedback on your experiences outside of simply support tickets. In fact, there is a formal design change request option available to M365 users. Contact your Microsoft representative to learn more about that alternative.When it comes to leveraging M365 for eDiscovery, keep these key takeaways in mind:The explosion of data, new technology, and cybersecurity risks have all led to a continual evolution of the M365 tool.Staying up to date with these continuous evolutions can be a challenge, be sure to (1) have dedicated resources to test new capabilities and report back; and (2) ensure these new updates get incorporated into training and workflow documentation.Train both your internal and external teams on your M365 needs.Collaborate with your various partners (i.e. providers, third-party vendors, outside counsel, etc.).To discuss this topic further, please feel free to continue the discussion by emailing me at PHunt@lighthouseglobal.com.microsoft-365; information-governance; chat-and-collaboration-data; legal-operationsmicrosoft, legal-ops, blog, microsoft-365, information-governance, chat-and-collaboration-data, legal-operationsmicrosoft; legal-ops; blogpaige hunt
August 26, 2020
Blog
cloud, ai-big-data, blog, ai-and-analytics, ediscovery-review, legal-operations,

Legal Tech Trends to Watch

We are now past the midpoint of 2020, which means we are more than halfway through the first year of a brand new decade. This midway point is a great time to take a look at the hottest trends in the legal tech world and predict where those trends may lead us as we move further into the new decade.If we were evaluating future trends in legal tech during a normal year, there might be one or two uncertainties or prominent events from the first half of the year that we would need to take into account. Maybe a shift in global data safety laws or a change to the Federal Rules of Evidence. But, as I’m sure we’re all tired of reading, 2020 has not been a normal year (“the new normal”, “these uncertain times”, “these unprecedented events”, etc. etc. etc.). No matter how you phrase it, we can all agree that 2020 has been… unpredictable. Or to be a bit less understated: the first six months of 2020 have drastically changed how many corporations and law firms function on a day-to-day basis, and industry leaders are predicting that many of those changes will have a lasting effect. For example, a recent Gartner survey of company leaders from HR, legal and compliance, finance, and real estate industries showed that 82% of those responding plan to allow employees to continue working remotely in some capacity once employees are allowed back in the office, while close to half responded that they will allow employees to work remotely full time.So what does that mean for the legal tech industry? Well, while the world around us has changed dramatically due to the events of 2020, many of those changes actually dovetail quite nicely into where legal tech was already headed. In this article, we will look at the latest trends in legal tech and how 2020, in all its chaos, has affected those trends.SaaS self-service, spectra eDiscovery: The growing adoption of cloud services is leading us to a unique hybrid approach to managing eDiscovery programs: SaaS self-service, spectra eDiscovery solutions. This new subscription-based approach gives law firms and corporate legal teams the ability to take charge of their own fates by bringing their eDiscovery program in house, while leaving much of the security risks, costs, and IT burdens to a reputable, secure vendor that can house the data in a private cloud or within its own data centers. The benefit of controlling your own eDiscovery program in house are obvious. Legal teams would have the ability to control costs and access their data whenever and wherever they need to without the expense and hassle of having to go through a middle man. It would also give legal teams more control over their own costs, deadlines, and workflows, with the ability to fluidly scale up or down depending on case need. The self-service, spectra subscription approach is also unique in that it leaves the burden and risk of creating and managing an entire IT data storage infrastructure with the vendor. A security-minded vendor with SOC 2 and ISO 27001 security certifications can house data in a private cloud or their own data center, providing a completely secure environment without the overhead and risk of managing that data in house. A subscription service also may come with the reassurance that if a project or timeline becomes more burdensome than expected, the in-house team could easily pass off a workflow or entire project to the vendor seamlessly.In 2020, a SaaS self-service, spectra solution has the added benefit of being available in every location around the world, at any time. If a worldwide pandemic has taught us anything, it is that traveling to multiple locations throughout the world to set up data centers to handle the specific needs of a case or a client is no longer a feasible solution. Housing and accessing data in the Cloud does not require abiding by global travel restrictions or mandatory quarantines. A SaaS self-service, spectra model where data is stored in the Cloud allows for global expansion without concern for pandemics, natural disasters, or political uncertainty.Big Data Analytics: Big data analytics and technology assisted review (TAR) are certainly not new ideas to 2020. The technology and tools have existed for years and the legal industry has slowly been adopting them. (I say “slowly” in contrast to how fast these tools are developed and adopted in other areas outside of the legal field.) The need to find reliable ways to comb through massive amounts of data in the eDiscovery and compliance arenas will only grow, and we can expect that the technology will only continue to improve and become even more reliable.One could argue that the biggest hindrance to big data analytics in the legal world is not the advancement of the technology, but rather the ability and willingness of many lawyers and courts to adopt that technology as a defensible, necessary legal tool in the modern world of big data. The legal field is notoriously slow to adopt new technology. As a personal example, I clerked for a prominent, incredibly smart criminal defense attorney who still used carbon paper to make copies of important court filings. This occurred during the same year that the third season of Lost aired (or the same year that the first season of Madmen premiered - pick your reference. Either way, not that long ago). And every law firm is rife with stories of the old-school partner who holes up in the firm library (the existence of which could also be an example to my point, in and of itself) because she doesn’t believe in online legal research. While the practice of law is steeped in an awe-inspiring mix of tradition and history, it can also be frustratingly slow to expand on that tradition because it refuses to use a copier. Even Don Draper had a copier by the second season.However, if we can say one positive thing about 2020, it is that the last six months have pushed the legal world into the technological future more than any other time period to date. Almost every in-house counsel, law firm, and court across the globe has been forced to find a way to conduct its business in a completely remote environment. This means that judges, law firms, and in-house counsel are facing the reality that the legal world needs to rely on and adapt to technology in order to survive. One hopes that this new reality helps lead to a more robust adoption of technological advancement in the legal world in general, and hopefully, a shift away from the reactionary relationship the legal industry always seems to have with technology. Because data volumes will only continue to explode and there will come a time in the near future when it will not be defensible to tell a judge or a client that discovery may take years in order to allow time for a team of 200 contract attorneys to look at each individual document that hits on a search term. Analytics will eventually be a requirement for a defensible eDiscovery program, and 2020 may be the year that helps many in the legal field take a more proactive approach to its adoption.New sources of data (i.e. collaboration tools): Like big data analytics, online collaboration tools like Teams and Slack are not new to 2020, but this year has certainly helped push the use of these tools to the forefront of many companies’ day-to-day business. It seems like new collaboration tools arise every month and companies are increasingly pushing employees to utilize them. Organizations are realizing the value of these collaboration tools in a post-COVID environment, where online collaboration is not only preferable, but absolutely critical. Not to repeat some of 2020’s greatest memes, but I’m sure we’ve all seen the 2020 adage that this is the year that we all realized that not only could that meeting have been an email, that email could have been an instant message. Data actually proves that theory to be true. Microsoft for example, found that chat messages within Microsoft Teams meetings increased over 10x from March 1 to June 1.The widespread use of these types of tools, in turn, generates more and more unique data that needs to be accounted for during an eDiscovery or compliance event Going forward, organizations will need to ensure that they know which tools their employees or contractors are using, what data those tools generate, and how to defensibly collect, process, and review that data in the event of a lawsuit or investigation (or retain a vendor who can guide them through that process). Which brings us to our final 2020 trend…Continuous program update subscription services: Going hand-in-hand with the above, watch out for eDiscovery programs and solutions that can manage the continuous delivery of program updates on all of the applications and platforms that organizations use to effectively perform their work. Gone are the days when the same data collection or processing workflow could be used for years at a time and still be defensible. From iPhone iOS to Teams, systemic updates to work applications and platforms can now roll out on an almost weekly basis, and it is imperative that legal and compliance teams stay on top of those updates and adapt to them in order to ensure that company information remains secure and that any data generated can be defensibly collected and processed when needed. In 2020 and beyond, look for technologically advanced eDiscovery subscription services that give companies the ability to prepare for and stay ahead of the never-ending stream of software updates.To discuss this topic further, please feel free to reach out to me at SMoran@lighthouseglobal.com.ai-and-analytics; ediscovery-review; legal-operationscloud, ai-big-data, blog, ai-and-analytics, ediscovery-review, legal-operations,cloud; ai-big-data; blogsarah moran
April 1, 2022
Blog
managed-services, cloud-migration, cloud-services, blog, ediscovery-review,

Legalweek in 2022 and Beyond: Greeting a Changed World without Fear

This year’s Legalweek conference was back to an in-person event in New York City — a significant change from the virtual format in 2021. Folks who hadn’t seen each other in person in over two years (or met for the first time in person) were able to talk and exchange ideas while sharing a hug, a meal, or a drink. Over and over again, the words, “It’s so good to see you, in person!” echoed throughout hallways and conference rooms. But as good as it feels to reconnect, it was also abundantly clear that the pandemic has fundamentally and permanently altered our world. There is no return to the “normal” we knew prior to March of 2020. The pandemic has changed us. Over the last two years, we have reprioritized what’s important in our lives, which has changed not only where we work, but how we work. And technology, as it always does, has evolved to keep up with those changes. As we emerge into this new world, our eyes blinking in the sun, these changes may fill us with anxiety. Change, after all, can be scary. But as Don Draper, the fictional Madmen character, once said when talking to a client about cultural change in 1960s New York City: “Change is neither good nor bad, it simply ‘is.’ It can be greeted with terror or joy — a tantrum that says, ‘I want it the way it was,’ or a dance that says, ‘Look, something new!’" Below, I’ve outlined some key industry changes that were discussed throughout Legalweek, as well as how legal technology companies can help law firms and organizations greet these changes as an opportunity, rather than something to be feared. The virtual workforce revolution is here to stay The massive and abrupt pivot to remote working for organizations and law firms is not a blip that will reverse itself once the pandemic “ends.” Prior to 2020, it was a trend bubbling under the surface. The pandemic simply accelerated that trend more quickly than previously anticipated, and in doing so, permanently changed the landscape of white-collar careers. Most young adults who entered the workforce over the last two years have never known a world where work had to take place solely in an office setting. Meanwhile, more experienced workers—suddenly able to reap the flexibility that remote working provides—also do not seem keen to go back to a more rigid office-based work environment. And the younger generations waiting in the wings to enter the workforce over the next five to ten years have grown up learning and socializing in much more immersive virtual settings than any previous generation. As they become consumers and employees, technology will continue to evolve to accommodate their comfort interacting in those virtual environments. With a worldwide workforce shortage that does not seem like it well ebb anytime soon, this modern workforce will have the upper hand when it comes to demanding a more flexible, remote work environment, as well as access to the technology that facilitates it. Thus, organizations will not only have to adapt to these changes—they may need to lean heavily into them to survive. We can see the harbingers of this sea change even today. More and more companies are entering the metaverse , investing in NFTs, and utilizing virtual reality (VR) technology to perform work that would have typically been done in person or on flat screens (like training new employees). Microsoft, developers of one of the world’s most heavily used cloud collaboration and work platforms (M365 and Teams), also announced plans to introduce VR technology in 2022 that will work in conjunction with their existing technology, facilitating a more immersive virtual remote working experience for workers around the world. All these potential new data sources will significantly increase challenges from a data governance, data privacy, and eDiscovery perspective. But rest assured, the work that legal technology providers are doing now to put better systems in place to handle existing cloud-based tools will help lay the framework for how we handle data from the metaverse and other new sources in the future. For example, some eDiscovery providers and lawyers are already advocating for a move away from the traditional eDiscovery “custodial” ownership framework in order to accommodate how cloud-based data is stored and interacted with in organizations. Forward-thinking eDiscovery service providers are also advocating for a more holistic view of eDiscovery, one that begins at the data source and spans the entire data lifecycle—which will be a necessity as we move into a more virtual-based workplace. Technology providers are also starting to factor eDiscovery, data privacy, and compliance issues into future roadmaps and upgrades—making it easier to manage, search, and export data from new data sources for eDiscovery and compliance purposes. There is no magic bullet—a risk balancing act The shift to a more virtual world significantly increases risk for organizations and the law firms that represent them. Utilizing cloud-based tools and newer technology to facilitate a more virtual workplace will be increasingly important for organizations. However, due to the volume of data, and the speed at which it’s created, organizations will have to accept increased risks related to data privacy, data security, compliance, eDiscovery, etc. In effect, in today’s cloud-based world, there is no magic bullet that will completely eliminate risk caused by the proliferation and speed of data. Organizations are learning to balance risk and innovation when it comes to technology, rather than take an “all or nothing” approach. To do so, stakeholders from across the company must have a seat at the table when deciding how much risk they’re willing to take on in order to keep their employees productive and customers satisfied via technology. Knowledgeable legal technology service providers are already helping organizations adapt to this balancing act. Companies that have dedicated cloud technology experts can help their clients understand the technology they are using and how it works within their own environment. They can also help their clients staying abreast of ever-evolving risks presented by cloud-based technology and provide risk mitigation strategies that fit within the priorities of the organization. An increasing need to lean on managed service providers Today’s cloud-based tools and applications are increasingly complicated and present increased risks that must be managed. Additionally, due to global workforce shortages (i.e., “the great resignation) and unpredictable economic conditions (caused not only by the pandemic but by market uncertainty around Russia’s invasion of Ukraine, increasing gas prices, supply shortages, inflation, etc.), employees are often being asked to do more work with less budget and resources. Together, these two factors have led organizations and law firms to lean more on outsourcing specific segments and technology processes to outside service providers. The benefits of partnering with a trustworthy service provider to manage segments of the organization that require specialized expertise are manifold. The right service provider will have experts on staff who are wholly dedicated to understanding and managing specific technology, processes, and risk. Offloading management to those partners allows organizations to refocus on their own underlying mission. Service providers may also be better positioned to advocate for a company’s needs with pure technology providers because they have an existing partnership with those companies. This can help organizations fill technology gaps without spending weeks or months trying to negotiate with technology providers. Partnering with service providers also allows the organization to offload risks associated with the management of specific technology or processes to a company that is much better equipped to understand and take on that risk. Outsourcing work to a service provider can also significantly lower overhead costs and allow organizations to stay leaner and nimbler — empowering them to focus on tasks that add value to the underlying business while providing relief to overworked employees. In short, a good legal technology service partner can become an extension of an organization’s own team while lowering overhead and risk. Diversity can no longer be just a numbers game Over the last few years, we saw organizations and law firms focusing more on diversity efforts. Often, this focus was merely numerical, intended to increase the headcount of diverse staff. While this effort is well-intended (and long overdue), we are now seeing more demand for a deeper commitment to diversity and inclusion that goes beyond statistics, diversity training, and simple corporate statements. Today’s workforce, spurred on in part by a new generation of employees, are demanding that organizations be truly committed to diversity and equality on a deeper level—with action that is evident across the organization, from leadership profiles, to internal and external teams, to opportunities for advancement, to vendor selection, etc. And due to labor shortages, this new workforce has the power to effect change by refusing to work for companies that can’t demonstrate this type of commitment. Both the legal and technology industries have historically suffered from a lack of diversity. This is evident from the diversity gaps we still see in the industry today. However, this lack of diversity also presents an opportunity for legal technology companies to make a more significant impact. There is no downside to leaning into diversity. In fact, studies have shown that diverse companies are more successful. Legal technology companies have an opportunity to lead the way by putting dedicated systems in place to ensure that their leadership is diverse, that diversity is represented across all teams and company segments, that annual review processes and career advancement within the company are focused on equality, and that employees from underrepresented communities feel supported and seen within the company. Legal technology companies also have a unique opportunity to support groups that are dedicated to increasing legal and technology education and training opportunities for underrepresented communities (which is often at the root of the diversity problem across both industries). In this way, legal technology companies can help lead by example for the organizations and law firms they serve — showing that truly, a more diverse company is a more innovative company. Conclusion The world we are facing in 2022 is much different than the pre-pandemic world we left behind. The changes we are encountering today can present significant challenges to organizations and law firms — but they also present unique opportunities for growth. Legal technology companies can help both segments take advantage of these opportunities and emerge into a brighter future. ediscovery-reviewmanaged-services, cloud-migration, cloud-services, blog, ediscovery-review,managed-services; cloud-migration; cloud-services; blogsarah moran
April 29, 2021
Blog
ediscovery-process, legal-ops, blog, legal-operations,

Legal Operations Efficiency Begins with a Rock-Solid Collaboration Tool

Legal departments tend to run fairly lean. This means relying on external parties to accomplish any task is the norm. But when you are managing dozens of outside counsel on different matters, it can be nearly impossible to keep abreast of email traffic, calendars, and the status of any given task. Thankfully with a little bit of technology and some organization, this issue can be solved. This blog will share some tips on how other legal departments have solved this challenge.Select a technology platform to support organization and collaboration. The technology should allow internal and external parties to edit documents, view and manage calendars, organize task lists, and make comments and/or send messages to each other. There are many technologies that organizations use, such as Microsoft Teams or Google Workspace, that work well for this type of collaboration internally, but are not necessarily set up for external collaboration. With some additional work, you can also set these tools up for external collaboration. However, given all the privacy and data management considerations for internal use, one can imagine how high the hurdles are to set this up for external use. If you are facing those hurdles, there are several third-party technologies, such as Joinder and HighQ, that work well for external collaboration. These third-party cloud technologies are fairly low cost and quick to implement. The most important thing here is to choose a single platform. You want to make sure that you are able to minimize switching platforms with every new matter and/or outside counsel. Imagine the ease with which you can get an overview of all your legal work if you can log in to one platform and see your litigation eDiscovery deadlines, patent filing deadlines, and third-party subpoena response deadlines. You can then seamlessly edit the associated documents and assign a task to the next reviewer. You can see how selecting a single platform provides greater visibility and efficiency.Ensure each third party has a person responsible for maintaining the records inside the shared technology. Although you will likely have multiple people working on any given matter, you want to make sure there is at least one person from each third party who is responsible for updating the system. This should be someone knowledgeable about the matter, the deadlines, and the tasks. This should also be someone who is highly organized and comfortable with the technology.Agree upon a common organizational structure. The hardest thing about managing hundreds of matters is staying organized across all of them. If you choose a way to organize that remains consistent, it makes it much easier to find what you are looking for quickly. For example, you may choose to folder documents and tasks by matter type or by the department of origination. Either way, make sure it is a structure that makes sense across your legal portfolio. Here are some considerations to ponder when deciding how to name your files.Write the above into your outside counsel guidelines. A third-party collaboration tool and the organizational system are only as good as the adoption. By writing a requirement to keep it updated into your outside counsel guidelines, you are increasing the chances of success. Here is some sample text for your use:[Company name] uses [software name] as its third-party collaboration tool and asks that each of its outside counsel use [software name] for all work on the matter. On at least a weekly basis, outside counsel shall update [software name] with important dates in the matter, an updated list of tasks in the matter, and any final versions of key documents in the matter.The benefits of having all your legal documents in one platform increase over time. You create a system of records that can be referenced at any time. I hope that these tips will help you implement a solution for third-party collaboration so you can reduce the time you spend searching your email for the last version of the contract.legal-operationsediscovery-process, legal-ops, blog, legal-operations,ediscovery-process; legal-ops; bloglighthouse
February 16, 2021
Blog
cloud, information-governance, ai-big-data, blog, ai-and-analytics, ediscovery-review, legal-operations,

Legal Tech Innovation: The Future is Bright

Recently, I had the opportunity to (virtually) attend the first three days of Legalweek, the premier conference for those in the legal tech industry. Obviously, this year’s event looked much different than past years, both in structure and in content. But as I listened to legal and technology experts talk about the current state of the industry, I was happily surprised that the message conveyed was not one of doom and gloom, as you might expect to hear during a pandemic year. Instead, a more inspiring theme has emerged for our industry - one of hope through innovation.Just as we, as individuals, have learned hard lessons during this unprecedented year and are now looking towards a brighter spring, the legal industry has learned valuable lessons about how to leverage technology and harness innovation to overcome the challenges this year has brought. From working remotely in scenarios that previously would have never seemed possible, to recognizing the vital role diversity plays in the future of our industry – this year has forced legal professionals to adapt quickly, utilize new technology, and listen more to some of our most innovative leaders.Below, I have highlighted the key takeaways from the first three days of Legalweek, as well as how to leverage the lessons learned throughout this year to bring about a brighter future for your organization or law firm.“Human + Machine” not “Human vs. Machine” Almost as soon as artificial intelligence (AI) technology started playing a role within the legal industry, people began debating whether machines could (or should) eventually replace lawyers. This debate often devolves into a simple “which is better: humans or machines” argument. However, if the last year has taught us anything, it is that the answers to social debates often require nuance and introspection, rather than a “hot take.” The truth is that AI can no longer be viewed as some futuristic option that is only utilized in certain types of eDiscovery matters; nor should it be fearfully viewed as having the potential to replace lawyers in some dystopian future. Rather, AI has become essential to the work of attorneys and ultimately will be necessary to help lawyers serve their clients effectively and efficiently.1Data volumes are exponentially growing year after year, so much so that soon, even the smallest internal investigation will involve too much data to be effectively reviewed by human eyes alone. AI and analytics tools are now necessary to prioritize, cull, and categorize data in most litigations for attorneys to efficiently find and review the information they need. Moreover, advancements in AI technology now enable attorneys to quickly identify categories of information that previously required expensive linear review (for example, leveraging AI to identify privilege, protected health information (PHI), or trade secret data).Aside from finding the needle in the haystack (or simply reducing the haystack), these tools can also help attorneys make better, more strategic counseling and business decisions. For example, AI can now be utilized to understand an organization’s entire legal portfolio better, which in turn, allows attorneys to make better scoping and burden arguments as well as craft more informed litigation and compliance strategies.Thus, the age-old debate of which is better (human or machine learning) is actually an outdated one. Instead, the future of the legal industry is one where attorneys and legal professionals harness advanced technology to serve their clients proficiently and effectively.Remote Working and Cloud-Based Tools Are Here to StayOf course, one of the biggest lessons the legal industry learned over the past year is how to effectively work remotely. Almost every organization and law firm across the world was forced to quickly pivot to a more remote workforce – and most have done so successfully, albeit while facing a host of new data challenges related to the move. However, as we approach the second year of the pandemic, it has become clear that many of these changes will not be temporary. In fact, the pandemic appears to have just been an accelerator for trends that were already underway prior to 2020. For example, many organizations were already taking steps to move to a more cloud-based data architecture. The pandemic just forced that transition to happen over a much shorter time frame to facilitate the move to a remote workforce.This means that organizations and law firms must utilize the lessons learned over the last year to remain successful in the future, as well as to overcome the new challenges raised by a more remote, cloud-based work environment. For example, many organizations implemented cloud-based collaboration tools like Zoom, Slack, Microsoft Teams, and Google Workspace to help employees collaborate remotely. However, legal and IT professionals quickly learned that while these types of tools are great for collaboration, many of them are not built with data security, information governance, or legal discovery in mind. The data generated by these tools is much different than traditional e-mail – both in content and in structure. For example, audible conversations that used to happen around the water cooler or in an impromptu in-person meeting are now happening over Zoom or Microsoft Teams, and thus may be potentially discoverable during an investigation or legal dispute. Moreover, the data that is generated by these tools is structured significantly differently than data coming from traditional e-mail (think of chat data, video data, and the dynamic “attachments” created by Teams). Thus, organizations must learn to put rules in place to help govern and manage these data sources from a compliance, data security, and legal perspective, while law firms must continue to learn how to collect, review, and produce this new type of data.It will also be of growing importance in the future to have legal and IT stakeholder collaboration within organizations, so that new tools can be properly vetted and data workflows can be put in place early. Additionally, organizations will need a plan in place to stay ahead of technology changes, especially if moving to a cloud-based environment where updates and changes can roll out weekly. Attorneys should also consider technology training to stay up-to-date and educated on the various technology platforms and tools their company or client uses, so that they may continue to provide effective representation.Information Governance is Essential to a Healthy Data StrategyRelated to the above, another key theme that emerged over the last year is that good information governance is now essential to a healthy company, and that it is equally important for attorneys representing organizations to understand how data is managed within that organization.The explosion of data volumes and sources, as well as the unlimited data storage capacity of the Cloud means that it is essential to have a strong and dynamic information governance strategy in place. In-house counsel should ensure that they know how to manage and protect their company’s data, including understanding what data is being created, where that data resides, and how to preserve and collect that data when required. This is important not only from an eDiscovery and compliance perspective but also from a data security and privacy perspective. As more jurisdictions across the world enact competing data privacy legislation, it is imperative for organizations to understand what personal data they may be storing and processing, as well as how to collect it and effectively purge it in the event of a request by a data subject.Also, as noted above, the burden to understand an organization’s data storage and preservation strategy does not fall solely on in-house counsel. Outside counsel must also ensure they understand their client’s organizational data to make effective burden, scoping, and strategy decisions during litigation.A Diverse Organization is a Stronger OrganizationFinally, another key theme that has emerged is around recognizing the increasing significance that diversity plays within the legal industry. This year has reinforced the importance of representation and diversity across every industry, as well as provided increased opportunities for education about how diversity within a workforce leads to a stronger, more innovative company. Organizational leaders are increasingly vocalizing the key role diversity plays when seeking services from law firms and legal technology providers. Specifically, many companies have implemented internal diversity initiatives like women leadership programs and employee-led diversity groups and are actively seeking out law firms and service providers that provide similar opportunities to their own employees. The key takeaway here is that organizations and law firms should continue to look for ways to weave diverse representation into the fabric of their businesses.ConclusionWhile this year was plagued by unprecedented challenges and obstacles, the lessons we learned about technology and innovation over the year will help organizations and law firms survive and thrive in the future.To discuss any of these topics more, please feel free to reach out to me at SMoran@lighthouseglobal.com.1 In fact, attorneys already have an ethical duty (imposed by the Rules of Professional Conduct) to understand and utilize existing technology in order to competently represent their clients.ai-and-analytics; ediscovery-review; legal-operationscloud, information-governance, ai-big-data, blog, ai-and-analytics, ediscovery-review, legal-operations,cloud; information-governance; ai-big-data; blogsarah moran
January 27, 2021
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Legal Operations: How to Speak “Lawyer” about Process Improvements

Legal operations and process improvements can be tough if you are not speaking the same language. Does the following sound like something you would say? “I'm new to legal operations having come from a business background. Legal has a completely different mindset and even getting people to recognize that we have processes, let alone that we need to improve them, can be difficult. How do I speak to lawyers about process improvement?”If so, you’re in good company. This comment represents a theme I have heard at various legal operations conferences that I have attended. My background as a lawyer turned executive puts me in the position of speaking both lawyer and business professional. Here are some things that, in my experience, have been helpful for legal operations or business professionals entering the world of legal, to know.First, know that the need for a process is not a presumption. Often in the business world, there is general agreement that things should follow a process. That is not the same in legal. There isn’t a presumption for, or against, a process. It isn’t something that is thought about very much and since legal work is different for each matter (i.e. each contract is unique, each litigation is unique), there is a predisposition to thinking things should be done uniquely each time. This predisposition can be overcome but it does warrant an explanation, which is different from the status quo in the business realm.Second, recognize that many lawyers think in terms of risk and not just traditional financial ROI, as many business professionals are taught. For example, a change in a process can be seen as risky because it represents the unknown, so there may be hesitation to change despite a clear financial benefit. The way to overcome this is to consider and quantify the risks of any current process and changes to that process. Much in the way that you would traditionally quantify a financial ROI of anything you’re doing (or not doing), add in the risk factors and mitigations. Third, many lawyers like to see the world in steps from beginning to end – not with a whole bunch of uncertainty in the middle. So, laying things out in a detailed methodical way (e.g., how you will get from where you are now to the final result) will resonate with lawyers. If you do not know all the steps, at least showcasing what you have thought through or when you will have more details will be helpful in overcoming any skepticism.Finally, make sure you’re using a shared language. The meaning of words is very specific in the legal world. How a term has been defined in a contract can be the subject of an entire lawsuit and can make or break a business, so lawyers take definitions very seriously. Making sure everyone is on the same page with respect to the business language you are using can go a long way in avoiding unnecessary confusion. legal-operationslegal-ops, blog, legal-operations-legal-ops; bloglighthouse
January 6, 2021
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Legal Operations Change Management: Getting Your Idea Approved At Your Organization

Legal operations change management is one of the biggest challenges that professionals face according to a poll at the most recent CLOC conference. This isn’t surprising given that organizational change management is an often analyzed topic with a plethora of opinions about ways to accomplish it. There is no magic bullet to force a change in your legal department, however, growing your influence across legal operations and your organization can certainly help. Here are five steps to grow that influence and get people to modify their behaviors.Step 1: Get Clear About the Problem & Root CauseWhether you are tired of hearing about the myriad of issues with your contract lifecycle management or e-billing tool or you have been tasked with centralizing outside counsel selection and management, the first step remains the same. You must get clear in your own mind about what it is that you’re trying to change – both the problem complained about and the root cause of said problem. When starting out you should brainstorm and be liberal with your ideas, jot down anything that comes to mind, both problem and potential causes, and then ask others for their thoughts. Getting various opinions will help you to clarify the issue in your own mind. Once you have a page or two of related ideas, review all the notes and come to a final conclusion about the problem you are trying to solve and its root cause. Write this down in a succinct 1-3 sentence statement.Step 2: Create Your HypothesisThis second step also involves brainstorming. Go through the same process as step one by jotting down any ideas to solve your succinct problem statement. Again, you may want to ask a legal operations colleague (or two) for their thoughts. You may also want to observe people completing the task(s) you’re trying to change so that you can come up with some ideas of ways to solve the problem you have identified. For example, if you are targeting changing the matter management tool, you will want to understand the nature of the matters involved, understand what people are using the tool for, and create a hypothesis around the new tool you want to implement. Once you have your list, cull it down to 1-3 potential solutions to test.Step 3: Test Your HypothesisNext, take your 1-3 potential solutions and test them out. The first way to test is to reach out to other legal operations professionals and/or service providers outside your organization to see if the solution has worked for others. Next, if you can, test it out yourself in your organization. This doesn’t necessarily mean you will implement a sample of a new tool, but that you will demoing the tool and get an understanding of what you would need to implement this solution at your organization.Step 4: Create and Deliver Your PitchNow that you are the expert on the problem and have a well thought out solution, you need to convince others. The best way to do that is to tell a story that includes the following:what you saw (the problem);how pervasive the problem is (# of people impacted);the cost of the problem (time/money);the proposed solution;the benefit of this solution;why this solution over the other 2-3 good solutions; and what is needed to implement this solution. Once you have this together, determine who you will have to convince. Start with your boss, any budget owners, and any leaders whose teams will be directly impacted. Before you share the presentation, make sure that you understand what each of these group’s reactions may be so that you can tailor your verbal commentary to address their comments. If you don’t know the attendees’ potential reactions, you should consider doing some due diligence beforehand. The most effective way I have found to do this is to start with your boss. Share the general ideas of your presentation with them and ask them how others will react. If they are not sure, you can start with a peer in legal or another department or have informal conversations with the attendees before the actual presentation. Investing time in these “pre-pitches” will ensure a successful end result. Make sure you incorporate any feedback from these pre-pitches into the ultimate presentation.Step 5: Brag About Your ResultsAfter a successful presentation, procurement, and implementation, don’t forget to share the wins of your project. Specifically, share with the same people you pitched at the outset but also share the results with anyone whose behavior you have already or are still trying to change. Sharing any wins will reinforce the new behaviors you are trying to implement. Tie those wins back to the original presentation and the results you were anticipating. This showing of success (and of credibility of your original pitch) will have a positive impact on your reputation and ability to influence future change. You will develop a reputation for getting positive results and people will be excited to try what you have up your sleeve. legal-operationslegal-ops, blog, legal-operations,legal-ops; bloglighthouse
March 12, 2021
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Legal Operations: From Tactical Resource to Strategic Partner

Do you ever feel like you are spending your day firefighting and wish you could spend more time planning and executing all the great ideas you have? Do you wish the business came to you first to ask for input so they could be prepared rather than rushing in once the alarm bells are already ringing? You are not alone. These are common refrains heard from legal operations professionals. Here are some ways to change that and go from a tactical resource to a strategic partner.Make Time for Strategic PlanningEven if the majority of your role calls for real-time execution, you can still showcase your strategic side. First, make sure you are spending time thinking strategically. I would recommend blocking out time at least once a month to do this work. During each of your thinking sessions, focus on just one idea. If you have too many ideas, your sessions will not be as productive. If you have multiple ideas you need to work through simultaneously, do so in multiple sessions. Or, if you don’t have any ideas, identify a need or frustration in your department. You can focus on a broad need (i.e. how to organize the department most efficiently) or a more narrow need (i.e. how to understand the company’s legal spend). When choosing what to focus on, choose something that you would be comfortable sharing with someone else. This will ensure that you can demonstrate the great strategic thinking you have done. Once you have selected the need you are going to think about, divide your time into three parts. Spend the first part brainstorming around all of the details of the specific need. Identify the problem and the potential causes. You can also identify related problems. Jot down the impact of the issue with as much detail as possible.In the second third, brainstorm potential solutions. Jot down anything that comes to mind. If this is an issue you have already thought about, you may even be able to identify how long each solution might take and/or the potential associated cost. If you have this information, note it. If not, that is ok too. The focus of the first two-thirds of your time should be to let the ideas flow. In the last third of your time, organize your thoughts on the first two sections. I find it easiest to do my organizing in a presentation software like PowerPoint, Google Slides, or Canva. You can follow the below outline or check out more details in my prior blog on getting your ideas approved at your organization.Problem Statement – Identify the issue in 1-3 sentences.Impact Statement – Identify the impact of the issue. You want to quantify this in some way, although at the early stages you might just put a placeholder or blank in here.Cause(s) – Identify the top 3-5 causes of the problem.Potential Solutions – How much you put here will really vary, but try to at least get your top idea into writing.Next Steps – Identify the next steps. If you’re not sure here, leave this blank. When you have your first conversation (more on that below), you can add information here. If you are clear about what you want to do, spend time on this section. This is an area where you can make any asks you have.Once you have completed your strategic thinking time, decide whether you want to share this plan. You may not do so with each monthly idea but you should share at least two outputs of your strategic thinking each year if you want to demonstrate your strategic ability. When you are sharing, I recommend starting with your boss. If that feels too vulnerable, you may decide to share with a co-worker first, but you will want to go to your boss next. Make sure you make clear that the goal of the session is to get their feedback. During that presentation, ask for feedback on the idea, next steps, as well as who else’s input might be valuable. If things go well, you will likely go forward with presenting to others. If your boss feels like this idea is not viable at this time, make sure you ask if there are any other similar projects that you can get involved in? Note that it might feel like a letdown if your boss says this isn’t the right time for this project. Keep in mind, however, that your goal was to showcase your strategic thinking and you will have accomplished this goal by presenting. I would also be remiss if I didn’t mention the primary obstacles I hear from people who “want” to do such an exercise. I don’t have time. I hear you – this is not something that is necessarily part of your day job, and if you’re fighting fires, you’re likely at your maximum capacity. However, think of this as a career investment. If you want to get out of the firefighting mode, invest in this work even if it is outside of your typical work hours or job responsibilities. I can’t take on the solution I’m suggesting. You can always have this discussion with your boss. It may be that there are resources that can help you or perhaps someone else takes on driving the solution. Either way, you will be able to showcase your strategic thinking.I’m worried that I will damage my reputation because this isn’t part of “my job.” Each organization is different and values this type of work differently. I will say that if this is something you really enjoy and is important to you, and your organization or role doesn’t value this work, you should consider whether your passions align with your current role.How to Show Up as Strategic in Tactical SituationsIf you can’t take on the strategic thinking right now, or if you want to press fast forward on you being seen as a strategic resource, there are ways you can show up strategically in your day-to-day interactions. When someone comes to you with a specific request for action, pause and ask yourself these three questions:“why” are we doing this;“what” broader impact will this have; and“how” does this relate to other things going on inside the organization? Take the example of a lawyer coming to you holding their latest law firm bill – fuming! “I just heard that we are paying twice on our matter for Firm ABC than Jane is paying on her matter for similar Firm ABD. Firm ABC’s rates are ridiculous – please negotiate them down right away.” You could absolutely pick up the phone and call Firm ABC. Or, you could think about the above questions. In doing so, you may realize that we are due for an annual firm rate adjustment across all our firms and that this firm has a very specialized area of expertise. If you share with this lawyer that the department has an overall rate discussion coming up that would potentially impact all of their matters, rather than just this one, as well as positively impact other matters with this firm. You can share that your preference would be to not make a phone call now but instead work this into a broader more strategic conversation with the firm. This second response showcases how you are thinking about the bigger picture and longer-term consequences for the organization. It also shares with the lawyer that you have proactive measures that you are working on that positively impact their world.legal-operationslegal-ops, blog, legal-operations,legal-ops; bloglighthouse
July 2, 2020
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Legal Operations: Borrowing from Product Management Principles to Implement a Successful Contract Management Solution

What is the most frustrating thing when you have spent months overhauling and then launching a new contract lifecycle management (CLM) solution? Nobody using it! Or, more likely, a few people are using it but most people are hesitating to change their current processes and start using the new solution. I hear this frustration in contract management solutions as well as other large project implementations. As I sat down to think about this challenge, I read many articles about the best business practices to apply to avoid this. These articles focused on bringing business process management to this process, which is valuable, but even with those processes, your implementation could be left with very little adoption.Then I had a light bulb moment – why not pull from a discipline whose main focus is to resonate with its clients and users – product management. It wasn’t a far reach given my product management background and certification. Product managers do a lot of different things at different organizations but I think most people would agree that they play a key role in building and launching a successful product. More specifically, a product manager is tasked with knowing her or his customer base so well that he or she can speak for them and direct the development of a product into one that resonates with its users. A product that resonates with users is more highly adopted and therefore, typically seen as more successful. So what can we, in legal operations, learn from this field?1. Focus on what really matters to your users and potential usersStart by interviewing people who are directly involved with the contract management process as well as some people who are adjacent to the contract management process. Make sure to capture the views of people close to contracts (e.g. attorneys), as well as those who rely on the outputs of those contracts (e.g. finance and sales). Ask about each person’s main goal in contract management and what is preventing them from achieving that goal. Specific to CLM solutions, metadata can be critical to understand and map early, so I would recommend asking people what metadata they rely on when searching for contracts.[1]In these interviews, make sure you understand the impact of any contract management challenges raised in the interviews. You may hear a variety of complaints, but how many of those are frustrations that make the process inefficient versus just minor grumblings. When someone mentions an issue, you should always ask them to quantify, on a scale of 1-10, how big an impact that problem has in their daily life. You should also ask how pervasive the problem is, on a scale of 1-10, across their peers. This will allow you to more quickly identify the real issues that will be impactful to solve. For example, someone may be frustrated that they have to log in to a different technology to manage a contract workflow. Another person may be frustrated that they cannot tie together later revisions to contracts, such as renewals, pricing, or amendments. By asking for the impact during the interviews, you will likely learn that the technology switching challenge is a 2 out of 10 on the impact scale whereas the issue of the later revision is a 9 out of 10. You can prioritize solving for the latter and have tremendous business impact and avoid mistakes by other departments relying on outdated terms.2. Launch a beta solution for a handful of usersMost products have some sort of test user group that is able to provide feedback on releases early. Since you likely are not engineering your own CLM, I would recommend gathering a small group of “early adopters” to test your new CLM solution in three ways:First, you should map out your ideal state process. Bring this group together to talk through that ideal state and suggest any tweaks. Second, when you have narrowed your technology selection to one or two technologies, you can bring the group together to test those technologies. Finally, this group should be your first users of the final solution, the technology and process combined, once implemented.This may be self evident, but be sure to include yourself in the testing group. Often people feel like they are running the project so they should not participate in the feedback. However, given the deep immersion in the contract management process and your knowledge of the organization, your feedback is critical to shaping the right solution. 3. Use your personas in communicationsCommunicating about your solution is a critical step in any CLM solution. That communication is what gets users using the solution and what jump starts change. Making this communication effective can be daunting, but here is the product management formula. Start with the challenges that your users shared with you. When they see their voices reflected, they will immediately be interested in the message. Next, state in 1-2 sentences how you have solved the challenge. When people see that a challenge they have raised has been solved, it is highly likely that they will adopt the new solution. With this, you should have a 3 sentence “elevator pitch” that connects with your intended audience. If appropriate for your organization, you could also consider shortening those three sentences to a tagline that could be used within the legal department to give visibility to the project. A great example of a tagline was Apple’s iPod: “1,000 songs in your pocket.” This was a short statement showing how the product solved the problem. Something similar in the CLM space could be “your contracts, and revisions, in one place” or “automating the contracts that don’t need your attention.” 4. Check in on user satisfactionRemember that your job is not finished upon implementation. Continue to check in with your users to see how things are going. When checking in, the best thing to do is a survey so you can measure the response empirically. The most common question to ask in a customer satisfaction survey is how satisfied they are with the solution on a scale of 1-5. You can follow that up by asking what would improve their satisfaction. The survey can be helpful to understand how the solution is working as well as a way to gather areas of improvement. Before making any changes, however, I would recommend doing some interviews to understand the impact and pervasiveness of the issues so you can determine what changes are needed.[1] Typical fields include party name, party state, contract type, contract expiration date, notification period (to the extent different, next contract review date), contract amount (or at least a small/med/large designation), internal legal contact, department, limitation of liabilities, and early payment.legal-operationslegal-ops, blog, legal-operations,legal-ops; bloglighthouse
October 31, 2022
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Legal and AI: A Symbiotic Relationship for Modern Disclosure

The goal of Practice Direction 57AD (PD57AD, previously known as the Disclosure Pilot Scheme) is to modernise the UK’s disclosure practice. This transformation is essential because the traditional, manual, and combative approach to disclosure is unsustainable in the face of today’s massive data volumes and ever-evolving data sources. Manually collecting and reviewing millions of documents one-by-one has become prohibitively expensive, impossibly time consuming, and prone to the risk of both under and over disclosure. When you add in the combative approach between opposing parties, the traditional disclosure process becomes a recipe for skyrocketing legal costs, missed deadlines, and data issues that can derail entire matters. Conversely, a more cooperative approach that leverages AI technology can help improve the process—by allowing attorneys to focus their expertise on critical parts of the matter and refining AI tools to better handle data now and for future, related matters.Thus, PD57AD focuses on two pivotal elements to modernise disclosure: cooperation and technology. Specifically, PD57AD requires parties to “liaise and cooperate with the legal representatives of the other parties to the proceedings…so as to promote the reliable, efficient, and cost-effective conduct of disclosure, including through the use of technology.” Similarly, the Disclosure Review Document asks that each party outline how they “intend to use technology assisted review/data analytics to conduct a proportionate review of the data set” and further reminds parties of their duty to cooperate. Through PD57AD, legal teams’ relationships to each other and with technology is changing in a few crucial ways that present opportunities to work smarter, more cost effectively , and with greater agility.The duty to cooperateJudges are increasingly focusing on the language requiring cooperation between parties in PD57AD and will admonish counsel who attempt to use the disclosure process as a tool to punish an opposing party. For instance, in McParland & Partners Ltd v Whitehead, when a dispute arose involving the framing of the issues of disclosure, the judge took the opportunity to broadly remind both parties of the following: “It is clear that some parties to litigation in all areas of the Business and Property Courts have sought to use the Disclosure Pilot as a stick with which to beat their opponents. Such conduct is entirely unacceptable, and parties can expect to be met with immediately payable adverse costs orders if that is what has happened.”As data volumes grow and PD57AD becomes more cemented into the fabric of UK’s disclosure practice, there is a growing intolerance for “weaponised” disclosure practices by courts. Certainly, parties can expect that the days of “data dumping” (i.e., the strategy of over collecting and producing documents to bury the opposing party in data) or conversely, winning burden arguments related to the cost and time of manual review, are over. The duty to leverage technology Instead of this combative approach, courts will expect that parties come together cooperatively to agree on the use of technology to perform targeted disclosure that is both more cost effective and efficient. Indeed, in a cloud-based world, this symbiotic relationship between technology and legal is the only successful path forward for an effective disclosure process. Under this modern approach, the technology used to collect, cull, review, and produce data must be leveraged in such a way that results can be verified by opposing counsel and judges. This means that all workflows and processes must be transparent, defensible, and agreed upon by opposing counsel. Even prior to the implementation of the Disclosure Pilot Scheme in 2018, judges had begun to crack down on parties who attempted to “go it alone” by unilaterally leveraging technology to cull or search data in a non-transparent way, without the consent of opposing counsel and/or without implementing industry standard best practices. For example, in Triumph Controls UK Ltd., the judge explicitly admonished a party for deploying a computer assisted review (CAR) search strategy overseen by “ten paralegals and four associates” rather than a “single, senior lawyer who has mastered the issues in the case” to ensure that the criteria for relevance was consistently applied to effectively teach the CAR technology. He also rebuked the party’s CAR approach because it was not transparent and could not be independently verified. Because these technology best practices were not followed, the judge forced the producing party to go back and cooperatively agree with opposing counsel on an alternative review methodology to sample and re-review a portion of the original dataset. The future of disclosure for counsel and clients The modernisation of the disclosure process through cooperation and technology means that it will be increasingly imperative that each party has the requisite legal and technology expertise to meet the requirements of PD57AD. Specifically, each party must have a barrister who understands disclosure law and can guide them through each step of the process in a way that complies with PD57AD. Each party should also have an expert who understands how to implement technology to perform targeted, efficient, and transparent disclosure workflows. As seen from legal decisions emanating around PD57AD, parties without this expertise who attempt to “wing it” will increasingly find themselves facing delayed proceedings, hefty legal costs, and unfavourable judgements by courts. Law firms or corporations that don’t have the requisite expertise internally must look for an external partner that does. This is where an experienced managed review partner can provide a true advantage to both law firms and their clients. Parties should look for a partner who can provide a team of technology experts and experienced barristers, working in tandem and leveraging the industry’s best technology. This team should be ready to jump in at the outset of every matter to understand the nuances of the client’s data, as well as the underlying legal issues at play, so that each step of the disclosure process is performed transparently, defensibly, and efficiently. Over time, a managed review team can become a valuable extension of corporate in-house and law firm teams. This partner can use institutional knowledge, gained by working with the same clients across multiple matters, to create customised, strategic, and automated disclosure workflows. These tailored processes, designed directly for a client’s data infrastructure and technology, can save millions and achieve better outcomes. In turn, law firms can refocus their attention on the evidence that actually matters, while assuring their clients that the disclosure process is contributing to lower legal costs and better overall results.ConclusionUnder the modern approach to disclosure, parties must have someone on their team with the necessary legal and technology expertise to perform the type of targeted, cooperative, and transparent disclosure methodology now required by PD57AD. This partnership between legal and technology is truly the only path forward for a successful disclosure endeavour in the face of today’s more voluminous and complicated datasets. Parties that do not have this expertise should look for an experienced managed review partner who can provide a consistent team of legal and technology experts who can perform each step of the disclosure process efficiently, transparently, and defensibly. ai-and-analytics; ediscovery-reviewreview, ai-big-data, blog, ai-and-analytics, ediscovery-reviewreview; ai-big-data; blogjennifer cowman
January 4, 2021
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How to Overcome Common eDiscovery Challenges for Franchises

Co-authored by Hannah Fotsch, Associate, Lathrop GPM; Samuel Butler, Associate, Lathrop GPM; and Casey Van Veen, Vice President Global eDiscovery Solutions, Lighthouse2020 has been an incredibly tough year for many businesses, with companies big and small shuttering at a record pace due to COVID-19 restrictions and significant reductions in customer travel and spending. But there is one surprising business type that many people seem to want to continue to invest in despite the pandemic: the franchise business model.For example, both the U.S. Chamber of Commerce and Business.com recently highlighted franchise-model businesses that were not only surviving the pandemic and associated lockdowns, but thriving. And in fact, one of those thriving franchise business types called out by the authors was franchise consulting businesses (consultants that help match aspiring franchise owners with franchise opportunities). Apparently, the pandemic has actually increased investment interest in franchise opportunities.There may be a few different reasons why people are looking to the franchise business model during an economic downturn. Many franchise businesses have the benefit of a widely known name brand and market presence. Many have the benefit of leveraging a fully baked business model ‚Äì one that has presumably already been proven successful. Many also have more support than solo businesses in a variety of key business development areas, including marketing, advertising, and training. In short, the franchise business model may have more appeal during this economic upheaval than a solo business model because people trust the support it can provide in times of economic trouble.However, there are still several common pitfalls that can drag profits down and slow economic growth, leaving the franchise model just as exposed to failure as a solo business model in this time of economic uncertainty. One of those pitfalls is litigation and internal investigations, and the resulting eDiscovery challenges those two can raise. Not only do businesses operating within a franchise model face the same types of litigation and employee workplace issues that all other businesses face ‚Äì they may also have to deal with added litigation that is unique to the franchisor-franchisee relationship. All of this means increased cost and overhead, especially when it comes to preserving, collecting, reviewing, and producing the required data during the discovery phase.In this article, we discuss the legal eDiscovery challenges and the primary legal issues that we see affecting franchise businesses, large and small. We‚Äôll also provide best-practice tips that can help keep eDiscovery costs down and enable franchise businesses to utilize their advantage and continue to survive and thrive during this trying time.Legal eDiscovery ChallengesThere are four main challenges we see affecting franchise businesses currently: (1) the explosion of data sources; (2) the increased frequency of internal investigations and compliance matters; (3) the lack of a playbook to ensure discovery is managed in a low risk, low-cost manner; and (4) big data challenges.Explosion of Data SourcesWalk through any franchise store, restaurant, or facility today and you will be amazed at the number of devices and systems that must be contemplated in discovery.Fixed systems on property: Video security, card key access, time clock, email, and desktop computersCloud-based systems: Many of the above systems can also be found in the Cloud along with M365 and Google Suite of business documents, email, collaboration tools, and backupsEmployee sources: Personal email, cell phones (video, app chat, texts), iPads, and tabletsCorporate maintained systems: Marketing documents, HR systems, Material Safety Data Sheets (MSDSs), proprietary training, and competitive analysis documentationMoreover, employees at different franchise businesses may often choose to communicate on different platforms, which can exponentially diversify data sources. This amount and variety of sources can pose a myriad of challenges from an eDiscovery perspective.The duty to preserve data begins as soon as litigation is ‚Äúreasonably foreseeable.‚Äù Thus, once an allegation that may lead to litigation surfaces, the clock begins ticking, not only to effectively respond to the allegation but also to ensure that evidentiary data at issue is preserved. And once discovery begins, that preserved data will need to be collected. All of this can present challenges for the ill-prepared: How do you collect data from employees‚Äô personal devices? What are the local state and federal rules regarding the privacy of personal devices? How does collecting the data differ from Apple device vs Android devices? The need to be aware of platforms that create data and the possibilities for collecting that data from them must be addressed before litigation begins, or businesses risk losing data that could be essential to litigation.Key takeaway: Know your data sources as a standard course of business. Make sure that you know where data resides, how it can be accessed, and what can and cannot be collected from data sources.Internal Investigations & Compliance MattersThere has been a drastic increase in internal investigations and compliance matters with franchise clients recently. Hotline and compliance phone line tips, allegations around employee theft, and suspected fraud are on the rise. The key to resolving these types of investigations quickly and cost efficiently is speed. Attorneys and company executives need to know as soon as possible: is there truly an issue, how far does it go, how long has it been happening, how many employees does this effect, and what is the exposure (financially, socially). It is important to develop workflows and tools to help decision-makers and their legal experts sift through the mountains of data quickly.To understand the importance of this, consider this example. A company sales representative leaves the business and does not disclose their next line of work. A tip line reveals they the representative may have left for a competitor. Shortly thereafter, business deals that were executed and even ones in the pipeline suddenly disappear to a competitor. The former employer quickly conducts a forensic investigation on the representative‚Äôs laptop computer. Despite their attempt to hide their activity, the investigation reveals that the representative had downloaded proprietary customer lists, price sheets, and other valuable IP during their last week of employment and had also moved large chunks of confidential information from the company‚Äôs servers to thumb drives and utilized their personal email to store work communications. Without a strategic plan in place laying out how to quickly execute a forensic internal investigation in this type of situation, the company would have lost substantial revenue to a competitor.Companies that are particularly concerned about former employees stealing proprietary information can even go further than creating an effective investigatory and remediation strategy ‚Äì putting a departing employee forensic monitoring program in place can prevent this time of abuse from happening in the first place.Key takeaway: Have a program in place to certify that departing employees leave with only their personal belongings and not proprietary company information.Lack of an eDiscovery PlaybookPlaybooks come in many forms today: user manuals, company directives, cooking instructions, and recipe guides. A successful playbook for the legal department will establish a practical process to follow should a legal or compliance issue arise. Playbooks, like a checklist for a pilot about to fly a plane, ensure that everyone is following a solid process to avoid risk. These documents also prevent rogue players from recreating the wheel and going down potentially expensive rabbit holes.Repetitive litigation situations are particularly well suited for acting according to playbooks, and standardizing the response to these situations helps to ensure the predictability of both outcomes and expenses. For example, these documents can be as granular as necessary but typically include a few key topics such as:The process for responding to a 3rd party subpoena, service, or allegation of wrongdoingThe company‚Äôs systems that are typically subject to discoveryIT contacts that can help gather the information/dataA list of service providers/trusted partners to assistStandard data processing and production specifications (i.e. time zone, global deduplication, single-page TIFF images 400 dpi, text, and metadata fields)Preferred technologies to search, review, and produce documents (i.e. Relativity)Key takeaway: Playbooks can shave days off of the engagement process with outside counsel and data management companies. Having a repeatable process and plan on day one will save time and money as well as reduce risk.Big Data ChallengesFranchisors face issues in litigation that are unique to the industry, from vicarious liability claims involving the actions of franchisees or their employees to the sheer unpredictability that comes from extensive business relationships involving franchisees of a breathtaking range of sophistication. An increase in litigation leads to an increase in data. Even a run-of-the-mill dispute can lead to the need to gather (and potentially review) more than 100,000 documents. Add one or two more small disputes, and the amount of data quickly becomes unmanageable (and expensive).Fortunately, there have been impressive advances in the field of advanced legal analytical and artificial intelligence (AI). These innovative eDiscovery tools can help legal professionals analyze data to quickly identify documents that are not important to the litigation or investigation (thereby eliminating the need to review them), as well find the ‚Äústory‚Äù within a data set. For example, some analytical tools can help identify code words that an employee might have used to cover up nefarious actions, or analyze communications patterns that allow attorneys to identify the bad actors in a given situation. Other tools now have the capability of analyzing all of the company‚Äôs previously collected and attorney-reviewed data, which substantially reduces the need for attorney review in the current matter.All of these tools work to reduce data burden, which in turn reduces costs and increases efficiency.Key takeaway: Take the time to learn what eDiscovery solutions are available on the market today and how you can leverage them before you are faced with a need to use them.To discuss this topic more, please feel free to reach out to me at CVanVeen@lighthouseglobal.com. ediscovery-review; ai-and-analyticscloud, ai-big-data, compliance-and-investigations, ediscovery-process, blog, ediscovery-review, ai-and-analyticscloud; ai-big-data; compliance-and-investigations; ediscovery-process; blogcasey van veen
May 24, 2021
Blog
compliance-and-investigations, legal-ops, blog, legal, legal-operations,

Legal and Compliance Should Use Chatbots to Their Advantage

Most of you are pretty familiar with using website chatbots in your daily lives – whether to assist in your online banking or to help with a product issue. But what if you went to report sexual harassment at work and you were greeted by a chatbot? That may seem a little unusual, however, there are a couple of advantages to this approach, including a better customer service experience for internal customers and allowing the compliance professionals to take on more complex work. For several years the legal and compliance industry discussions around chatbots have focused on how law firms can use chatbots. In this blog, I will focus on three ways in-house legal and compliance departments should use them to their advantage.1. As a legal intake tool.A common challenge for legal departments is how to intake matters and manage the work in the legal department. Legal operations teams are always looking for ways to understand what people are doing and how to make the process more efficient. There is a lot of discussion on how forms and/or workflow tools can be leveraged to solve this issue – and they are very helpful – but you can take this one step further with a chatbot. When someone inside your organization comes to the legal team, you can have a chatbot gather basic, or even more detailed, information about what they need. You can train a chatbot to understand the category of their need – advice, contract, patent, litigation, eDiscovery – and then take them through a series of questions to better understand the need. You can then even have the request routed through your workflow tool so it gets assigned to the right person (e.g., assigned to an attorney, a paralegal, or an eDiscovery project manager). As your chatbot gets familiar with the questions, you can have it ask deeper questions and take the request even further.2. To answer common legal questions.Legal departments tend to run lean. As a former general counsel who still speaks with a lot of legal department leaders, I know these leaders are always looking for ways to do more with less (or the same). They want to ensure their teams are spending time on substantive legal issues and not answering common questions that come up and can be handled differently. For example, answering questions about where to find the sexual harassment training or how to send over or sign a standard NDA, are questions that come into the legal department and lawyers spend their time answering them. These questions could easily be answered by a chatbot trained with common questions. This would provide a better user experience because the information is shared instantaneously with the user and it also frees up time for legal resources to spend their time on more unique issues. Finally, legal team members also feel more productive and engaged because their time isn’t being spent on more administrative tasks!3. In place of a hotline.This is one of the more unique use cases I have heard recently but it makes a lot of sense. Compliance hotlines work well because of the anonymity available but there is not an opportunity to share information back with the person reporting. For example, the person reporting an incident may want to know what the next steps might be, where they can find a certain policy, or where they can find additional resources. None of that is available via a hotline or even a form. With a chatbot, however, you can keep the anonymity but mimic a more personal conversation where additional resources can be shared. As shared on the Women in Compliance podcast, one organization has trained chatbots to be their first line of intake and support on sexual harassment complaints. The internal response has been very positive.legal-operationscompliance-and-investigations, legal-ops, blog, legal, legal-operations,compliance-and-investigations; legal-ops; blog; legallighthouse
November 16, 2021
Blog
blog, podcast, ediscovery-review,

Law & Candor Season 8 Available Now!

The Law & Candor podcast is back for Season 8, continuing its exploration of the legal technology revolution. Our co-hosts return with a stellar slate of expert guests and captivating conversations, all striving to elevate the current state of our industry and look to the future.Bill Mariano and Rob Hellewell are back to help lead those discussions in six easily digestible episodes that cover a range of topics, including: AI and linguistics in eDiscovery, staying ahead of AI innovation, family versus four corner review, cross-matter review strategy and implementation, unindexed items in Microsoft 365, and the rise of wearable devices and health-related apps.Episode 1. Finding Lingua Franca: The Power of AI and Linguistics for Legal TechnologyEpisode 2. Staying Ahead of the AI CurveEpisode 3. eDiscovery Review: Family Vs. Four CornerEpisode 4. Achieving Cross-Matter Review Discipline, Cost Control, and EfficiencyEpisode 5. Understanding Microsoft 365 Unindexed Items Episode 6. Getting Personal—Wearable Devices, Data, and CoGetting Personal—Wearable Devices, Data, and Compliance Listen now or bookmark individual episodes to listen to them later, and be sure to follow the latest updates on Law & Candor's Twitter. And if you want to catch up on past seasons or special editions, click here.For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com.ediscovery-reviewblog, podcast, ediscovery-review,blog; podcastlighthouse
December 15, 2022
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blog, podcast, ediscovery-review,

Law & Candor Season 10: New Conversations for the Legal Technology Revolution

With a new look, and new co-host, Law & Candor returns for its 10th season. Paige Hunt, Vice President of Global Discovery Solutions at Lighthouse, joins Bill Mariano for more compelling conversations with industry leaders and luminaries in the legal and technology spaces.In six brand new episodes, our guests and co-hosts explore some of the most pressing issues for the industry, including: data governance in the work-from-home era; improving mental health in legal and eDiscovery; the power of review analytics; championing diversity, equity, and inclusion; the role of AI in cross-border data transfer; and self-service, spectra solutions for internal investigations.Listen and learn more about the episodes : Episode 1: Data Governance for the BYOD AgeEpisode 2: Review Analytics for a New EraEpisode 3: Legal’s Mental Health ImperativeEpisode 4: Anonymization and AI: Critical Technologies for Moving eDiscovery Data Across Borders Episode 5: Investigative Power: Utilizing Self Service Solutions for Internal Investigations  Episode 6: A Journey from One to All in Legal with Diversity, Equity, and Inclusion   For more news and updates, follow Law & Candor on Twitter. And if you want to catch up on past seasons or special editions, click here.For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com. ediscovery-reviewblog, podcast, ediscovery-review,blog; podcastmitch montoya
December 3, 2020
Blog
microsoft, cybersecurity, analytics, g-suite, ai-big-data, cloud-security, cloud-migration, phi, pii, blog, ediscovery-review,

Law & Candor Season 6 is Now Available!

This eDiscovery Day, a day dedicated to educating industry professionals around growing trends and current challenges, we are excited to bring you season six of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution.Co-hosts, Bill Mariano and Rob Hellewell, are back for another riveting season of Law & Candor with six easily digestible episodes that cover a range of hot topics such as how cellular 5G increases fraud and misconduct risk to tackling modern attachment challenges in G-Suite, Slack, and Teams. This dynamic duo, alongside industry experts, discuss the latest topics and trends within the eDiscovery, compliance, and information governance space as well as share key tips for you and your team to take away. Check out season six's lineup below:Does Cellular 5G Equal 5x the Fraud and Misconduct Risk?Cross-Border Data Transfers and the EU-US Data Privacy Tug of WarReducing Cybersecurity Burdens with a Customized Data Breach WorkflowTackling Modern Attachment and Link Challenges in G-Suite, Slack, and TeamsThe Convergence of AI and Data Privacy in eDiscovery: Using AI and Analytics to Identify Personal InformationAI, Analytics, and the Benefits of TransparencyCheck them out now or bookmark them to listen to later. Follow the latest updates on Law & Candor and join in the conversation on Twitter. Catch up on past seasons by clicking the links below:Season 1Season 2Season 3Season 4Season 5Special Edition: Impacts of Covid-19For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com.ediscovery-reviewmicrosoft, cybersecurity, analytics, g-suite, ai-big-data, cloud-security, cloud-migration, phi, pii, blog, ediscovery-review,microsoft; cybersecurity; analytics; g-suite; ai-big-data; cloud-security; cloud-migration; phi; pii; bloglighthouse
March 30, 2023
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blog, podcast, dei, diversity-equity-and-inclusion,

Law & Candor Season 11: How Innovative Women Are Advancing eDiscovery, Legal, and AI

Individual stories can lead to collective action, innovation, and change. Throughout our celebration of Women’s History Month, this is a critical lesson that has emerged in our conversations with leading women in the eDiscovery, legal, and technology spaces. In the brand-new season of Law & Candor, we’re thrilled to share six more stories of women bringing innovation, agility, and tenacity to modern data and legal challenges. Our co-hosts Paige Hunt and Bill Mariano explore a range of key issues with our guests, including:Episode 1—Optimizing Review with Your Legal Team, AI, and Tech-Forward Mindset Episode 2—Everything Dynamic Everywhere: Managing a More Collaborative Microsoft 365Episode 3— Why Your Data is Key to Reducing Risk and Increasing Efficiency During Investigations and LitigationEpisode 4— An Expert View on the Critical Data Privacy Issues for 2023 and Beyond Episode 5— Prioritizing Information Governance and Risk Strategy for a Dynamic Economic ClimateEpisode 6— The Chat Effect: Improving eDiscovery Workflows for Modern Collaboration Data To keep up with news and updates on the podcast, follow Lighthouse on LinkedIn and Twitter. And check out previous episodes of Law & Candor at https://www.lighthouseglobal.com/law-and-candor-podcast.For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com.diversity-equity-and-inclusionblog, podcast, dei, diversity-equity-and-inclusion,blog; podcast; deimitch montoya
April 13, 2022
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blog, diversity-equity-and-inclusion,

Law & Candor Returns for Women’s History Month, Highlighting Legal and Technology Innovators and Trailblazers

To celebrate Women’s History Month, the Law & Candor podcast returns for season nine to interview women in the legal and technology industries who are breaking bias and creating more inclusive work cultures, advancing technological innovation, and keeping a pulse on the latest issues facing corporations and law firms.Law & Candor co-hosts, Rob Hellewell and Bill Mariano, return as our guides through a variety of dynamic topics, including balancing risk and innovation, AI and HSR Second Requests, and the evolving data privacy landscape. Check out this season’s lineup belowLeading in Legal with Inclusive MentorshipLegal’s Balancing Act: Risk, Innovation, and Advancing Strategic PrioritiesMapping Updates to Data Privacy Regulations WorldwideSpring Cleaning for Legal Teams: The Cloud and Defensible Deletion of DataClosing the Deal: Deploying the Right AI Tool for HSR Second RequestsMicrosoft 365 and the Age of Automation Listen now or bookmark individual episodes, and be sure to follow the latest updates on Law & Candor’s Twitter.And if you want to catch up on past seasons or special editions, click here.For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com.diversity-equity-and-inclusionblog, diversity-equity-and-inclusion,bloglighthouse
March 23, 2021
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microsoft, ai-big-data, legal-ops, blog, antitrust, corporate-legal-ops, diversity-equity-and-inclusion

Law & Candor Podcast Celebrates Women's History Month with Launch of Season 7

The Law & Candor podcast is back for season seven, with a special guest speaker twist! In celebration of Women’s History Month (March), this season features an all-female guest speaker lineup. Our esteemed guests will not only explore the hottest topics in legal tech, but also discuss how to champion the development and career growth of women within the space in each episode.Law & Candor co-hosts, Bill Mariano and Rob Hellewell, are back to help lead those discussions in six easily digestible episodes that cover a range of topics: from diversity within eDiscovery, to keeping up with M365 software updates, to a look at possible antitrust changes in a new presidential administration. Check out season seven's lineup below:Diversity and eDiscovery: How Diverse Hiring Practices Lead to a More Innovative Workforce Innovating the Legal Operations Model Efficiently and Defensibly Addressing Microsoft Teams Data Keeping Up with M365 Software Updates AI and Analytics for Corporations: Common Use Cases Antitrust Changes in a New Administration Listen now or bookmark individual episodes to listen to them later, and be sure to follow the latest updates on Law & Candor's Twitter. And if you want to catch up on past seasons or special editions, click here.For questions regarding this podcast and its content, please reach out to us at info@lighthouseglobal.com.diversity-equity-and-inclusionmicrosoft, ai-big-data, legal-ops, blog, antitrust, corporate-legal-ops, diversity-equity-and-inclusionmicrosoft; ai-big-data; legal-ops; blog; antitrust; corporate-legal-opslighthouse
November 16, 2022
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self-service, spectra, blog, ediscovery-review, ai-and-analytics

In Flex: Utilizing Hybrid Solutions for Today's eDiscovery Challenges

As eDiscovery becomes more complex, organizations are turning to hybrid solutions that give them the flexibility to scale projects up or down as needed. Hybrid solutions offer the best of both worlds: the ability to use self-service, spectra for small matters or full-service for large and complex matters. This flexibility is essential in today's litigation landscape, where the volume and complexity of data can change rapidly. Hybrid solutions give organizations the agility to respond quickly and effectively to changing eDiscovery needs. In a recent webinar, I discussed hybrid eDiscovery solutions with Jennifer Allen, eDiscovery Case Manager at Meta, and Justin Van Alstyne, Senior Corporate Counsel, Discovery and Information Governance at T-Mobile. We explored some of the most pressing eDiscovery challenges, including data complexity, staffing, and implementation. We also discussed scenarios that require flexible solutions, keys to implementing new technology, and the future of eDiscovery solutions. Here are my key takeaways from our conversation.Current eDiscovery challengesA hybrid approach can transition between an internally managed solution and a full-service solution, depending on the nuances and unique challenges of the matter. This type of solution can be beneficial in situations where the exact needs of the case are not known at the outset. A few challenges come into play when deciding your approach to a project:Data volume: When dealing with large data sets, being able to scale is critical. If the data for a matter balloons beyond the capacity of an internal team, having experts available is critical to avoid any disruptions in workflows or errors.Data predictability: When it comes to analyzing data, consistency and predictability can greatly inform your approach to analysis. Standard data allows for more flexibility, as there is an expectation that the results will fall within a certain range. However, to ensure accurate representation, caution must be exercised when dealing with complicated big data. It is important to consider variables, potential outliers, and how the data is compiled and presented. Internal capacity: It's important to monitor and manage the internal workload of your team closely. When everyone is already at their maximum capacity, it can be tempting to outsource various tasks to a full-service project manager. Technology can be a more cost-effective and efficient method for filling the gaps.The right talent and knowledge Finding and utilizing the right team in today's competitive labor market can be difficult. A hybrid solution can help with this by providing a scalable way to get the most out of your workforce. With a hybrid solution, you have the option to staff fewer technical positions and provide training on the data or matters your organization most frequently encounters with your existing team. But, if you have a highly complicated data source, you can still staff an expert who knows how to handle that data. An expert can shepherd the data into a solution, do extensive quality control to ensure that you marry up the family relationships correctly, and give confidence that you're not making a mistake.To assuage concerns about the solution being misused, technology partners can provide training and education, and limit access to who can create, edit, or delete projects within the tool. This training helps to upskill your team by teaching them more advanced technology, which leads to more efficient and sophisticated approaches to matters.Flexible solutions for different mattersA hybrid solution can be a great option for a variety of matters, including internal investigations, enforcement matters, third-party subpoenas, and case assessments. These matters can benefit from the flexibility and scalability provided by a hybrid approach.When determining if a matter needs full-service treatment, it's important to consider the specific requirements at hand. Questions around the volume and frequency of data production, the types of data involved, and the necessary metadata and tagging all play a role in determining if a self-service, spectra approach will suffice or if full-service support is needed. It's always important to consider the timeline and potential challenges during the transition. Using experience with similar cases can provide valuable insight into what might work best in your situation.Keys for implementing eDiscovery solutionsThere are a few critical components to keep in mind when evaluating which eDiscovery solutions and tools are right for your business now, and as it grows.Training team: With any new solution or product there may be some trepidation around learning and adoption. Leverage vendor support to answer your questions and help train your team. Keep them involved in your communications with outside counsel and internal teams so you can receive suggestions and assistance if needed. As users get more experience with the software, they will begin to feel empowered and understand how the tool can be used most effectively. Scalability: One of the most significant hurdles to scaling big eDiscovery projects is the amount of data that needs to be processed. With new data sources, tighter deadlines, and more urgency, it can be difficult to keep up with the demand. Using a fully manual process or a project management solution has a greater chance for error or increased cost. A flexible solution can help your team keep up with increasing data volumes while reducing costs and errors. Automation: Automating repetitive tasks and workflows can dramatically speed up data collection and analysis. This can be a huge advantage when investigating large, complex cases. Additionally, automation can help to ensure that data is collected and parsed consistently.Cost-benefit analysis: Through support and training with a self-service, spectra tool, you can work to reduce the number of support requests. This can minimize the time your team spends on each request and ultimately lowers the cost of providing support. The cost reduction of self-service, spectra tools is often substantial, and it can have a positive snowball effect as your team becomes more skilled at the task. You can reinvest those savings into other business areas with less need for oversight and fewer mistakes. The future state of eDiscovery solutionsThe proliferation of DIY eDiscovery solutions has made it easier for organizations to take control of their data and manage their cases in-house. As AI technology, including continuous active learning (CAL) and technology-assisted review (TAR), continues to evolve, teams will better understand how to handle the growing demands of data and implement hybrid tools. As we move into the future of eDiscovery and legal technology, DIY models will play an increasingly important role in supporting business needs.ediscovery-review; ai-and-analytics; lighting-the-path-to-better-ediscoveryself-service, spectra, blog, ediscovery-review, ai-and-analyticsself-service, spectra; blogself-service, spectrapaige hunt
May 9, 2019
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blog, -investigations, key-document-identification, fact-finding, healthcare-litigation, healthcare-investigations, ediscovery-review,

Is Your Workflow Working? Finding Facts in Healthcare Litigation and Investigations

Are you a healthcare provider or payor with any of these concerns?Your company is trying to manage its budget for litigation and investigations but can’t find the most effective approachYou’re concerned that you may be missing critical insights because you can only review a small subset of your document population to stay within your budgetYou’re subject to an investigation and you want to quickly understand if the government or opposing party has any “gotcha” informationYou want to proactively perform a risk assessment to monitor for fraudulent activitiesIf so, you’re not alone. These are challenges that depend on finding pertinent facts, many of which are buried in the volumes of electronic information most companies now have, quickly and efficiently. In the healthcare industry especially, where litigation and investigation risks are common, complex data environments can pose confounding obstacles to finding key information quickly.In the case of any litigation or investigation, it pays to be able to hit the ground running. Early and effective fact-finding can provide valuable insights for both company and counsel, enabling cost-effective resource alignment based on the strength of the case and faster development of the narrative.Since most insight comes from an assessment of facts that lie within electronically-stored information (ESI), advance preparation for data preservation and collection is critical. So is having the right methodology, tools and expertise in place to find key information once you’ve identified the most important data to explore. Here’s how to optimize those efforts.It's all about data. Plan accordingly.In today’s complex healthcare data landscape, knowing (and finding) the key documents and other information located within massive data collections is no mean feat. Although many data repositories in an enterprise are contained and accessible, today’s myriad data sources, from mobile devices to billing systems to sensor data, are growing in size and complexity every day. Advance planning can speed up the process and enable straightforward and beneficial negotiations with the opposing counsel or regulatory agency.What to do? In advance of litigation or investigation, make sure the enterprise maintains an inventory of data systems that includes descriptions of business owners, users, locations, functionality, backups, data types, possible PII/PHI, and a potential preservation/collection approach. Counsel and in-house legal teams should work with IT to organize this information in a format that can be useful for eDiscovery to enable an expeditious and organized response to a matter.Then make sure that you have the right experts to preserve/collect data from the implicated sources. You may need forensic collections or different ways to extract relevant information from certain data stores. Databases and other structured data sources may require reporting rather than collection techniques, for example, and it’s best to know that early, when you can inform and negotiate with the requesting agency or other side, setting expectations and mitigating potential conflict.Finding key documents quickly is essential. Scrap an out-of-date workflow and explore new methods and tools. There are complex needs involved in a litigation or investigation response and a dizzying array of service providers, tools and technologies to choose from, with new ones being offered every day. The traditional workflow of finding key documents—developing keyword search terms to cull the documents then performing a manual review—is just not efficient. New data analytics and machine learning tools (not to mention the experts that provide them) have opened up a whole new fact-finding horizon. Imagine a team of linguists and search experts with experience in the healthcare domain attacking a complex data population with advanced search and analytics tools going after key documents right from the very start. Actually experiencing how experts leverage such tools to accelerate time to critical insights may be eye-opening for any legal teams who have had to spend weeks and months trying to piece the facts together.What to do? If you haven’t explored new ways to find key documents, you’re probably bogged down with an out-of-date workflow. Pairing advanced analytics tools with the right expertise can accelerate fact-finding and document review, but you may have to try it to believe it. You could discover that having the right expertise on hand in advance of the need will expedite response efforts, reduce cost and risk, and lead to the best possible outcome.Learn more about finding facts fast with Key Document Identification. ediscovery-reviewblog, -investigations, key-document-identification, fact-finding, healthcare-litigation, healthcare-investigations, ediscovery-review,blog; key-document-identification; fact-finding; healthcare-litigation; healthcare-investigationslighthouse
April 27, 2023
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ai-big-data, blog, managed-review, ai-and-analytics, ediscovery-review

How the Right Legal Team, AI, and a Tech-Forward Mindset Can Optimize Review

To keep up with the big data challenges in modern review, adopting a technology-enabled approach is critical. Modern technology like AI can help case teams defensibly cull datasets and gain unprecedented early insight into their data. But if downstream document review teams are unable to optimize technology within their workflows and review tasks, many of the early benefits gained by technology can quickly be lost.In a recent episode of Law & Candor, I was happy to discuss the ongoing evolution of document review—including the challenges of incorporating available technologies. We explored some of the most pressing eDiscovery challenges, including today’s data complexity, and how to break through the barriers that keep document review stuck in the manual, linear review model. We also discussed the value of expertise and where it may be applied to optimize review in various phases of a project. Here are my key takeaways from our conversation.Increasing data complexity challenges and entrenched manual review paradigms Today’s digital data—a wellspring of languages, emojis, videos, memes, and unique abbreviations—looks nothing like the early days of electronic information, and it is certainly a universe away from the paper world where legal teams had to plow through documents with paper cuts, redaction tape, and all. Yet, that “paper process” thinking—the manual, linear review model—still has a firm hold in the legal community and presents an unfortunate barrier to optimizing review. The evolution is telling. As digital data began to take over, the early AI adopters and the “humans need to look at everything” review camps staked their ground. Although the two are moving closer together as time goes on, the use of technology is not as highly leveraged as it could be, leaving clients to pay the high costs of siloed review when technology-enabled processes could enhance accuracy and reduce costs. There are a variety of factors that can contribute to this resistance, but it may also be simply a matter of comfort; it’s always easier to do what you already know in the face of changes that may seem too difficult or complex to contemplate. For the best result, know when and where to leverage available technologies in the review process Human beings are certainly a core component of the document review process, and they always will be, but thinking about the entire review lifecycle strategically, from collection through trial preparation, is critical when it comes to understanding where you can gain value from technology. Technology should be considered a supplement to—not a substitute for—human assessment and knowing where to use it effectively is important. When considering the overall document review process, two key questions are: Where can you get more value by using technology? And where are the potential areas of either nuanced or high-risk communications that may require a more individualized assessment? The goal, after all, isn’t to replace humans with technology, but rather to replace outmoded contract review factories with smarter alternatives that leverage the strengths of both technology and human expertise. A smaller review team, coupled with experts who can effectively apply machine learning and linguistic modeling techniques in the right place, is a much more efficient and cost-effective approach than simply using a stable of reviewers. Technology buyers need to understand what a given tech does, how it differs from other products, and what expertise should be deployed to optimize its use Ironically, the profusion of viable tech options that can applied to expedite document review may be off-putting, but this is a “many shades of gray” situation. Many products do similar things and it is important to understand what the differences are—they may be significant. Today’s tools are quite powerful and layering them alongside the TAR tools that document review teams have become more familiar with is what allows for the true optimization of the review process. These tools are not plug-and-play, however. You need to know what you’re doing. It takes specific expertise to be able to assess the needs of the matter, the nature of the data, the efficacy of the appropriate tools, and whether they’re providing the expected result. Collaboration is still the critical core component of document reviewAnd let’s not forget that document review is a collaborative process between client counsel, project managers, and the review team. Within this crucial collaboration, specific expertise at various points in the process ensures the best result, including: • Expertise in review consulting to assess the right options for both the data that’s been collected and the project goals.• Individualized experts in both the out-of-the-box TAR technology as well as any proprietary technology being used so that the tech can be fine-tuned to optimize the benefits.• A core team of expert human reviewers with the appropriate skills.Experimentation with technology can help bridge the divideWith so many products available to enhance the document review workflow, it makes sense to test potential options. Running a parallel process for a particular aspect of the review to get comfortable with a new product can be very helpful. For example, privilege review, which is an expensive part of the review process, could be a good place to test an alternate workflow. An integrated approach works bestThe bottom line is that an integrated approach, advanced technology, and human expertise, is the best solution. The technology to increase the efficiency and effectiveness of document review is out there and most of it has been shown to be low risk and high value. The cost-effectiveness of an integrated approach has been shown over and over again: In using the appropriate technology, budgets can be reduced, and savings reinvested in new matters. It is up to the client and their legal and technology teams to work together in deciding what combination of tools makes the most sense for their organization and matter types. Just make sure to call upon those with the appropriate expertise to provide guidance. For more examples of how AI and human expertise are optimizing review, check out our review solutions page. ai-and-analytics; ediscovery-reviewai-big-data, blog, managed-review, ai-and-analytics, ediscovery-reviewai-big-data; blog; managed-reviewmary newman
March 17, 2021
Blog
blog, name-normalization, privilege-review, ediscovery-review, ai-and-analytics

How Name Normalization Accelerates Privilege Review

A time-saving tool that consolidates different names for the same entity can make all the difference. One of the many challenges of electronic information and messaging rests in ascertaining the actual identity of the message creator or recipient. Even when only one name is associated with a specific document or communication, the identity journey may have only just begun.The many forms our monikers take as they weave in and out of the digital realm may hold no import for most exchanges, but they can be critical when it comes to eDiscovery and privilege review, where accurate identification of individuals and/or organizations is key.It’s difficult enough when common names are shared among many individuals (hello, John Smith?), but the compilation of our own singular name variations and aliases as they live in the realm of digital text and metadata make life no less complicated. In addition, the electronic format of names and email addresses as they appear in headers or other communications can also make a difference. Attempts to consolidate these variations when undertaking document review is painstaking and error-prone.Not metadata — people. Enter “name normalization.” Automated name normalization tools come to the rescue by isolating and consolidating information found in the top-level and sub-level email headers. Automated name normalization is designed to scan, identify, and associate the full set of name variants, aliases, and email addresses for any individual referenced in the data set, making it easier to review documents related to a particular individual during a responsive review.The mindset shift from email sender and recipient information as simply metadata to profiles of individuals is a subtle but compelling one, encouraging case teams and reviewers to consider people-centric ways to engage with data. This is especially helpful when it comes to identifying what may be—and just as importantly what is not—a potentially privileged communication.Early normalization of names can optimize the privilege workflow.When and how name normalization is done can make a big difference, especially when it comes to accelerating privilege review. Name normalization has historically been a process executed at the end of a review for the purpose of populating information into a privilege log or a names key. However, performing this analysis early in the workflow can be hugely beneficial.Normalizing names at the outset of review or during the pre-review stage as data is being processed enables a team to gain crucial intelligence about their data by identifying exactly who is included in the correspondence and what organizations they may be affiliated with. With a set of easy-to-decipher names to work with instead of a mix of full names, nicknames, initials without context, and other random information that may be even more confusing, reviewers don’t have to rely on guesswork to identify people of interest or those whose legally-affiliated or adversarial status may trigger (or break) a privilege call.Name normalization tools vary, and so do their benefits. Not all name normalization tools are created equal, so it is important to understand the features and benefits of the one being used. Ideally, the algorithm in use maximizes the display name and email address associations as well as the quality and legibility of normalized name values, with as little cleanup required as possible. Granular fielded output options, including top level and sub-header participants is also helpful, as are simple tools for categorizing normalized name entities based on their function, such as privilege actors (e.g., in-house counsel, outside counsel, legal agent) and privilege-breaking third parties (e.g., opposing counsel, government agencies). The ability to automatically identify and classify organizations as well as people (e.g., government agencies, educational institutions, etc.) is also a timesaver.Identification of privilege-breaking third parties is important: although some third parties are acting as agents of either the corporation or the law firms in ways that would not break privilege, others likely would. Knowing the difference can allow a team to triage their privilege review by either eliminating documents that include the privilege breakers from the review entirely, significantly reducing the potential privilege pile, or organizing the review with this likelihood in mind, helping to prevent any embarrassing privilege claims that could be rejected by the courts.Products with such features can provide better privilege identification than is currently the norm, resulting in less volume to manage for privilege log review work later on and curtailing the re-reviews that sometimes occur when new privilege actors or breakers come to light later in the workflow. This information enables a better understanding of any outside firms and attorneys that may not have been included in a list of initial privilege terms and assists in prioritizing the review of documents that include explicit or implied interaction with in-house or outside counsel.Other privilege review and logging optimizers. Other analytics features that can accelerate the privilege review process are coming on the scene as AI tools become more accepted for document review. Privilege Analytics from within Lighthouse Matter Analytics can help review teams with this challenging workflow, streamlining and prioritizing second pass review with pre-built classifiers to automate identification of law firms and legal concepts, tag and tier potentially privileged documents, detect privilege waivers, create privilege reasons, and much more.Interested in how Name Normalization works in Privilege Analytics? Let us show you!ediscovery-review; ai-and-analyticsblog, name-normalization, privilege-review, ediscovery-review, ai-and-analyticsblog; name-normalization; privilege-reviewlighthouse
March 21, 2024
Case Study
The project included replacing expensive third-party archives with native tools in M365, utilizing an automation solution that Lighthouse had recently prototyped for a large global manufacturer, and other breakthroughs the institution was unable to make before engaging with Lighthouse. Our work with the institution helped unblock their Microsoft 365 deployment and ultimately led to disclosure to regulators for institution’s intent to use M365 as system of record.SIFIs have long wished for a better way to meet their mutability requirement. Historically, they have relied on archiving solutions, which were designed years ago and are poorly suited for the data types and volume we have today. For years, people in the industry have been saying, “Someday we’ll be able to move away from our archives.” It wasn’t until the introduction of M365 native tools for legal and compliance that “someday” became possible.Data Management for SIFIs is Exceptionally ComplexThe financial services industry is one of the most highly regulated and litigious sectors in the world. As a result, companies tend to approach transformation gradually, adopting innovations only after technology has settled and the regulatory and legal landscape has evolved.However, the rate of change in the contemporary world has pushed many financial heavyweights into a corner: They can continue struggling with outdated, clunky, inadequate technologies, or they can embrace change and the disruption and opportunities that come with it.From an eDiscovery perspective, there are three unique challenges: (1) as a broker-dealers, they have a need to retain certain documents in accordance with specific regulatory requirements that govern the duration and manner of storage for certain regulated records, including communications (note that the manner of storage must be “immutable”). This has traditionally required the use of third-party archive solutions that has included basic e-discovery functionality. (2) As a highly regulated company with sizable investigation and litigation matters, they have a need to preserve data in connection with large volumes of matters. Traditionally, preservation was satisfied by long-term retention (coupled by immutable storage) and without deletion. Today, however, companies seek to dispose of legacy data—assuming it is expired and not under legal hold—and are eager to adopt processes and tools to help in this endeavor. (3) They have a need to collect and produce large volumes of data—sometimes in a short timeframe and without the ability to cull-in-place. This means they are challenged by native tooling that might not complete the scale and size of their operations. This particular company’s mission was clear: to use M365 as a native archive and source of data for eDiscovery purposes. To meet this mission, Lighthouse needed to establish that the platform could meet immutability and retrievability requirements—at scale and in the timeframe needed for regulatory and litigation matters. Lighthouse Helps a Large Financial Institution Leverage M365 to Replace Its Legacy Archive SolutionLighthouse is perfectly positioned to partner with financial services and insurance organizations ready to embrace change. Many on our team previously held in-house legal and technology roles at these or related organizations, including former in-house counsel, former regulators, and former heads of eDiscovery and Information Governance. Our team’s unique expertise was a major factor in earning the trust and business of a major global bank (“the Bank”). The Bank first engaged with Lighthouse in 2018, when we conducted an M365 workshop demonstrating what was possible within the platform—most notably, at the time, the potential for native tools to replace their third-party archives. Following the workshop, the Bank attempted, together with Microsoft, to find a viable solution. These efforts stalled, however, due to the complexity of the Bank’s myriad requirements. In 2020, the Bank re-engaged Lighthouse to supports its efforts to fully deploy Exchange and Teams and, in doing so, to utilize the native information governance and e-discovery toolset, paving way for the Bank to abandon its use of third-party archiving tools for M365 data. Our account team had the nuanced understanding of industry regulations, litigation and regulatory landscape, and true technical requirements needed to support a defensible deployment.As a result, we were able to drive three critical outcomes that the bank and Microsoft had not been able to on their own: (1) A solution adequate to meeting regulatory requirements (including immutability and retrievability). (2) A solution adequate to meeting the massive scale required at an institution like this. (3) A realistic implementation timeline and set of requirementsLighthouse Ushers the Bank Through Technical and Industry MilestonesWe spent six months designing and testing an M365-based solution to support recording keeping and e-discovery requirements for Teams and Exchange (including those that could support the massive scalability requirements). The results of these initial tests identified several gaps that Microsoft committed to close. The six month marked a huge milestone for the financial services industry, as the Bank disclosed to regulators their intent to use M365 as system of record. This showed extreme confidence in Lighthouse’s roadmap for the Bank, since a disclosure of this nature is an official notice and cannot be walked back easily. Over the next few months, we continued to design and test, partnering with Microsoft to create a sandbox environment where new M365 features were deployed to the Bank prior to general availability, to ensure we were able to validate adequate performance. During this time, Microsoft made a series of significant updates to extend functionality and close performance gaps to meet the Bank’s requirements. Finally, in February 2021, all the Bank’s requirements had been met and they went live with Teams—the first of their M365 workload deployments. That configuration of M365 met only some of the Bank’s need, however, so Lighthouse had to enable additional orchestration and automation on top. As it happens, we had recently done this for another company, creating a proof of concept for a reusable automation framework designed to scale eDiscovery and compliance operations within M365. Building on this work, we were able to quickly launch development of a custom automation solution for the Bank. This project is currently underway and is slated to complete in June, coinciding with their deployment of Exchange Online.Lighthouse Enables Adoption of Teams and Exchange and Scales M365 Compliance FunctionalityCompliant storage of M365 communications using native tools, rather than a third-party archive. Scaled and efficient use of M365 eDiscovery, including automation to handle preservation and collection tasks rather than manual processes or simple PowerShell scripts.Improved update monitoring, replacing an IT- and message-center-driven process with a cross-functional governance framework based on our CloudCompass M365 update monitoring and impact assessment for legal and compliance teams.Framework for compliant onboarding of new M365 communication sources like Yammer. Framework for compliant implementation of M365 in new jurisdictions, including restricted country solutions for Switzerland and Monaco. Framework to begin expanding to related use cases within M365, such as compliance and insider risk management. Lighthouse Paves the Way for Broader M365 Adoption Across the Financial Services IndustryFollowing the success of this project, we have been engaged by a dozen other large financial institutions interested in pursuing a similar roadmap. The roadblocks we removed for the Bank are shared across the sector, so the project was carefully watched. With the Bank’s goals confidently achieved and even surpassed, its peers are ready to begin their own journey to sunset their archives and embrace the opportunities of native legal and compliance tools in M365.

Lighthouse Drives First Adoption of M365 by a Major Financial Services Organization

March 27, 2024
Case Study
ai-and-analytics
Two Months to Tackle Three Million DocumentsA financial institution with an urgent matter had two months to review 3.6M documents (2.4TB of data).With that deadline, any time that reviewers spent on irrelevant documents or unnecessary tasks risked missing their deadline. So outside counsel called on Lighthouse to help efficiently review documents.AI and Experience Prove Up to the ChallengeUsing our AI-powered review solution, we devised an approach that coordinated key data reduction tactics, modern AI, and search expertise at different stages of review.Junk Removal and Deduplication Set the Stage We started by organizing the dataset with email and chat threading and removing 137K junk documents. Then we shrank the dataset further with our proprietary deduplication tool, which ensures all coding and redactions applied to one document automatically propagate to its duplicates. AI Model Removes 1.5 Million Nonresponsive Documents To build the responsive set, we used our AI algorithm, built with large language models for sophisticated text analysis. We trained the model on a subset of documents then applied it to all 2.2M TAR-eligible documents, including transcripts from chat platforms. The model identified 80% of the documents containing responsive information (recall) with 73% accuracy (precision). The final responsive set consisted of 650K family-inclusive documents—18% of the 3.6M starting corpus. AI Supports Privilege Detection, QC, and Descriptions Our AI Privilege Review solution supported reviewers in multiple ways.First, we used a predictive AI algorithm in conjunction with privilege search terms to identify and prioritize potentially privileged documents for review. During QC, we compared attorney coding decisions with the algorithm’s assessment and forwarded any discrepancies to outside counsel for final privilege calls. For documents coded as privileged, we used a proprietary generative AI model to draft 2.2K unique descriptions and a privilege log legend. After reviewing these, attorneys left nearly 1K descriptions unchanged and performed only light edits on the rest.Search Experts Surface the 300 Documents Most Important for Case Prep Alongside the production requirements for the Second Request, Lighthouse also supported the institution’s case strategy efforts. Each tranche of work was completed in 4 days and within an efficient budget requested by counsel, who was blown away by the team’s speed and accuracy. Using advanced search techniques and knowledge of legal linguistics, our experts delivered: 130 documents containing key facts and issues from the broader dataset, for early case analysis. 170 documents to prepare an executive for an upcoming deposition. Beating the Clock Without Sacrificing Cost or QualityWith Lighthouse Review—including the strategic use of state-of-the-art AI analytics—outside counsel completed production and privilege logging ahead of schedule. The financial institution met a tough deadline while controlling costs and achieving extraordinary accuracy at every stage.

AI Powers Successful Review for a Pressing Matter

December 15, 2023
Case Study
Searching for Evidence in 8TB of Chat and Technical Data Senior executives at an information technology company suspected that former employees had utilized company resources and intellectual property when starting a rival company. To determine whether litigation was called for, executives needed to find the most relevant documents within 8TB of processed data. The data was extremely complex, dating back 6+ years and consisting mostly of Slack data and attachments including highly technical documents, applications, logs, and related system files—tallying over ten million files. The company engaged a senior partner at an AM50 law firm, who recommended using keyword search terms, filters, and targeted linear review to find the “smoking gun” documents—which was estimated to take several months. The company came to Lighthouse looking for a faster, more strategic search alternative for their investigation. Pinpointing Key Docs with Linguistic Analysis Two Lighthouse search and linguistics experts met with company executives to learn exactly what information they suspected the former employees had misappropriated. From there, our experts created linguistic-based search criteria that go well beyond keywords, taking into consideration the unique vocabulary and syntax of software engineers and developers, the conversational quirks of Slack and other chat-based communications, and the coded language used by people who are trying to get away with something. The team delivered documents in 2 batches, refining their search based on input from the executives—and resulting in only 39 files for the company to review. Getting Results—and a Start on Case Strategy—in Days In less than 10 days, 2 Lighthouse experts pierced the subterfuge in the employees’ chat messages to reveal patterns in their behavior and attempts to cover their tracks. In all, we found 39 documents representing possibly questionable conduct, which required only 141 hours of eyes-on review. In comparison, using conventional analytics would have identified 5-20% of the search population as key documents—up to 50K documents to review in this matter. So in the end, Lighthouse saved the company over 3 months and nearly $200K.Armed with knowledge of the key events, timelines, and context of conversations buried within the data, the company was primed to begin litigation efforts and had a team ramped up to perform additional searches when needed.Lighthouse KDI vs Linear Review

Lighthouse Uncovers Key Facts In Misappropriation Investigation

December 15, 2023
Case Study
Key document identification, KDI, ai-and-analytics
Firms Needed Fast Analysis of 25M Documents More than a dozen international law firms—including a Joint Defense Group (JDG) of 11 firms and several firms representing defendants outside the JDG—were engaged in a complex cluster of cases spanning over 30 US jurisdictions. The total document tranche included over 25M documents. The firms needed to find and understand the key players, timelines, and nuances involved in each litigation, while also preparing for hundreds of depositions, witness interviews, hearings, and trials scheduled across the litigation universe. However, traditional approaches to fact-finding and litigation (i.e., document review, keyword searches, etc.) were drowning case teams in extraneous and duplicative information. They came to Lighthouse looking for a strategic, unified approach to fact-finding, led by experts who could deliver the key documents, information, and details the case teams needed—and nothing more. Custom Workflows Power Consistency, Speed, and Efficiency Our experts started by creating a topic map across matters, which helped them quickly provide case teams with the core themes in each jurisdiction while reducing redundant search work. From there, as case strategy for each matter developed, the Lighthouse team drilled down into more nuanced fact-finding to help surface the documents case teams needed to learn the key details of each matter, through strategies like: State/Jurisdictional Overview Workflow – We used advanced search technology to target key documents in incoming productions and categorize them by jurisdiction, providing case teams with an immediate thematic overview of key facts and timelines. Re-Deployable Linguistic Model Workflow – Lighthouse linguists developed models based on intimate knowledge of the language used within the datasets, then deployed them within proprietary search technology to sort documents into tiers based on the likelihood that they contained key information. Deposition Kit Bundle Workflow – By bundling deposition kit requests from the same jurisdictions and departments together, we could search across smaller collections of documents and take a deponent-agnostic approach. Previously Delivered Name Hit Workflow – We provided case teams with documents from previously delivered results, giving them an advanced start on deposition preparation while further reducing duplicative searching. These repeatable workflows significantly reduced the volume of searching and coordination required across matters and enabled Lighthouse experts to quickly zero-in on the exact documents needed—without wasting counsels’ time with redundant and unimportant documents. Critical Docs Found and Delivered Across Dozens of Matters and Hundreds of Kits Over the course of two years, Lighthouse experts prepared dozens of case teams for complex litigation and handled a deluge of competing deadlines, priorities, and ad hoc requests (totaling as many as 70 requests at a time). For the Joint Defense Group, this meant: Over 1,150 deposition kits across 24 matters, encompassing 245K unique documents Over 100 state overviews across 21 different jurisdictions, encompassing 80K documents For law firms representing individual defendants, Lighthouse provided an additional:150 deposition kits, encompassing 13K documents 30 defensive overviews across 20 jurisdictions, encompassing 6K documents 1.3K documents in response to ad hoc requests and trial support Each delivery was limited to essential information—including key themes and players in every jurisdiction, potential gaps in productions, lists of hot/sensitive documents and potential deponents, and key strategy documents—and avoided redundant and unimportant documents. The combination of innovative workflows and cutting-edge technology enabled Lighthouse to keep our team small and consistent throughout the engagement, so the entire effort was achieved by a handful of Lighthouse experts with institutional knowledge of every matter. Since this engagement, we have used the same workflows for other clients facing complex Multidistrict Litigation (MDL)—making Lighthouse key document identification one of the most valuable and scalable litigation technology solutions on the market today.

Lighthouse Litigation Prep Proves Invaluable in Complex Litigation

September 22, 2023
Case Study
The Lighthouse team of SMEs applied their dedication to exemplary customer experience and unique strategy of marrying compliance, security, IT, and legal needs to help a global chemistry solutions and specialty material producer meet the ever-evolving security and compliance demands and challenges facing international manufacturing and regulations to effectively deploy Microsoft Purview across workstreams while preparing for needs and reducing costs. Global Leader in Chemistry Solutions Transforms Enterprise Data Protection with Microsoft Purview An international producer of commercial chemicals and specialty materials upholds a commitment to people safety and well-being as part of their core tenets. As cyber risks increased along with data volumes, the organization extended their commitment to safety to include the security of data accessed, produced, and stored within their enterprise. Now, the company has implemented a comprehensive data protection program using the entire Microsoft 365 Information Protection suite. After careful design, the team is piloting the solution before a global rollout. A Commitment to Physical and Digital Safety As one of the world’s largest acetyl products manufacturers and a top-tier producer of high-performance engineered polymers, the company supplies chemicals across major industries and for a variety of industrial and consumer applications. Over 10,000 employees in offices, technical centers, and 50+ manufacturing facilities work to realize a vision of improving the world and everyday life through people, chemistry, and innovation—with products that impact the lives of millions. For the organization, an operational approach rooted in well-being has always meant physically safe working environments for employees, and safe solutions for their customers and their communities. However, in this digital age, they have expanded their notion of safety to include data protection for employees, customers, shareholders, and the communities in which they operate. The company’s Chief Information Security Officer (CISO) notes that committing to data protection means a “higher level of assurance—making sure that our security controls keep pace with the threats that surround us every day and seek to exploit vulnerabilities in companies like us every day. You can’t stand still. You always have to evolve—you always have to get better, otherwise you’re devolving, and you’re getting worse, and becoming more vulnerable.” Advancing Data Protection with a Trusted Partner A few years ago, when the company decided to make the move to the cloud, they chose Microsoft 365 E5 and Microsoft Azure, building on their longstanding use of Microsoft technologies. Prior efforts to overhaul their data protection program had been unsatisfactory. However, with access to new Microsoft Purview capabilities, the Information Security team saw an opportunity to try again. They hoped to utilize the full breadth of the Microsoft 365 Information Protection suite including Information Protection Classification and Labeling, Data Loss Prevention (DLP), and Insider Risk Management solutions. Microsoft tapped Security Solutions and Advanced Specialization Designation-Information Protection and Governance Partner Lighthouse Global to lead the engagement for their ability to effectively understand complex compliance needs across IT, security, and legal departments. They hoped that together they could develop a solution to realize the investment they’d made in Microsoft 365, and to support their corporate commitment to safety for both employees and customers. “If you were to interview a bunch of companies, those who have actual, very successful DLP and data labeling programs typically have a hodgepodge of solutions that get melded together,” reflected the CISO, “and that’s where Lighthouse was successful…we’ve been able to leverage the investment…and get it to work, [and not] have to go spend more money to hodgepodge together a solution.” Developing a Comprehensive, Scalable Solution The Lighthouse team started by holding a series of working sessions to align the company’s vision and requirements and design the implementation approach. Using Microsoft Compliance Check, Lighthouse scanned the company’s environment to get an understanding of current state activity and sensitivity intelligence. The team also reviewed existing policies and approaches for the handling of sensitive data and data loss prevention to identify any areas of opportunity or gaps that could exist. From there, the combined teams were able to successfully design and configure a holistic data protection solution leveraging multiple Microsoft Purview products including Data Loss Prevention, Information Protection, and Insider Risk Management. Starting with data classification, the team defined the sensitive information types that needed to be identified. From there, they developed a set of sensitivity labels corresponding to the data protection policy. This set of classification techniques and labels were generated in the course of both Data Loss Protection and Insider Risk Management implementation, ensuring a comprehensive data life cycle protection program from content identification through insider threat analysis. Finally, the Lighthouse team supported the integration of the Microsoft products with the company’s third-party HR software to feed HR data into the Data Theft by Departing Employee Policy, enabling the creation of a truly end-to-end solution. Fulfilling a Mission of Security The company’s dedication to safety, security, and well-being across applications and contexts drove this project’s success. “Because we see security as part of our commitment to people and innovation, we take a uniquely holistic approach and have strong support all the way up to our board of directors,” says the company’s CISO. The CISO also credits Lighthouse’s unwavering commitment to partnership. “They helped us not only implement the technology and guide us through some of the critical points to consider as we implemented the technology, but also the process and decision points with data—which ultimately, in the end, actually worked,” they conclude. Now, with the design and implementation of the Microsoft Purview-based Data Protection program behind them, the organization’s information security team is focused on operationalizing the program through a series of pilots scheduled over the next year. Their ultimate goal is total, global implementation of the solution—and total, global protection for all employee and customer data. Corporate Case Studymicrosoft; big-datamicrosoft-365; data-privacy

Lighthouse Transforms Complex Enterprise Data Protection with Microsoft Purview

September 7, 2023
Case Study
ediscovery-review, ai-and-analytics, biotech
A global biotech achieves consistent and efficient document review with Lighthouse review. Key Actions Coordinating efforts across disparate review teams and counsel Integrating advanced AI and other innovations on an incremental basis ‍ Key Results Streamlined and efficient approach to document review Saving more than $340,000 through a tailored workflow in one recent matter A Lack of Coordination Drove High Costs and Complexity Document review for a global biotech was expensive and inconsistent, due to a high frequency of litigations with often overlapping timelines and different outside counsel. Lighthouse had been managing the company’s electronically stored information (ESI) for years, saving the company hundreds of thousands of dollars through plans and policies introduced over time. After learning of our expertise in managed review, the company hired Lighthouse to bring order and efficiency to that domain as well. Laying a Foundation with Standard Protocols Our first order of business was to establish universal standards across matters, outside firms, and review vendors. These included: Upstream changes , such as data management protocols that made documents easier to search and sort. Overarching review protocols , such as QC process guidelines and specifications for production. Changes to specific tasks , such as refining privilege filters and standardizing coding layouts so review performance could be compared across different matters and teams. A Lighthouse review manager trained all current firms and vendors and was on hand to monitor progress and answer questions, as well as onboard new firms and vendors as needed. Increasing Efficiency Through Technology Over time, Lighthouse gradually introduced accelerators to help increase efficiency and cost savings. Initially, this consisted of: Deduplication improvements , through strategies like single-instance review and normalized deduplication. Review accelerators such as privilege log automation and redaction automation. To drive even more savings, Lighthouse led the company through a test-and-learn process for building workflows around advanced AI and other, more in-depth technology. The process involved trying out a new technology on a live matter, then conducting a post-mortem to clarify what worked and what could be improved. In this way, Lighthouse and the company developed a rubric for determining which workflows were the right fit for different matters. Streamlined, Aligned, and Eager to Keep Innovating In 5 years, Lighthouse transformed the company’s disconnected, manual, expensive approach to document review into a coordinated and robust program that boosts efficiency at every level. For one recent matter—a patent litigation with a tight timeline overlapping the winter holidays—this review program drove extraordinary efficiency and savings. Tailoring the client playbook for the specific matter, the review manager designed a complex workflow that reduced eyes-on review: The initial dataset of almost 8M documents was reduced to a corpus of 388K through deduplication, culling, and removal of embedded and redundant documents. The population was further reduced through search hit only protocols and by employing a continuous active learning (CAL) model, stopping review when responsive documents became scarce. Finally, Lighthouse reunited document family members, automatically giving members tied to responsive documents the coding of their source docs. In the end, Lighthouse: Reduced eyes-on review to just 92K documents (25% of the documents promoted to review) Saved the company an estimated $341,000 in review costs Going forward, the company is ready to increase its use of technology, including classifiers built with advanced AI and an automated workflow for redactions of personally identifiable information (PII). Corporate Case Studyai-and-analytics; ediscovery-reviewediscovery-review, ai-and-analytics, biotech

Alignment and Savings Across a Dynamic Portfolio

September 7, 2023
Case Study
antitrust, ai-and-analytics-ediscovery-review, kdi, key document identification
Lighthouse leveraged linguistic expertise and cutting-edge analytics to efficiently locate only the documents that mattered in a complicated, year-long antitrust criminal investigation and trial. What They Needed Senior executives from a global food manufacturing company faced federal criminal antitrust charges related to allegations of 15 instances of price fixing over a five-year period. A joint defense team comprised of outside counsel representing each of the executives was assembled by the company. The prosecution expected to make rolling productions of evidence up to and through the trial. As those productions rolled in, the joint defense team could tell that many of the evidentiary documents, timelines, and conversations that were key to the prosecution’s case were taken out of context or failed to include all the exculpatory evidence. However, the joint defense team was having trouble finding key evidence because much of the nuance was located within piecemeal chat conversations and complex bid spreadsheets that were buried among millions of similar documents. The joint defense team needed a document search team that was nimble and could quickly identify the most important documents to the defense and share them across the team. They came to Lighthouse because we could quickly identify key documents with accuracy and nuance. How We Did It Lighthouse first organized a central search desk, where all members of the joint defense team could go for document search requests, with results shared across three defense teams. Next, the Lighthouse team located the most important documents related to each of the 15 episodes of price-fixing allegations, on a priority basis. They used linguistic expertise to create narrow searches, taking into consideration the nuance of acronyms, slang, and terminology used within the company and the food manufacturing industry. They also leveraged Lighthouse’s proprietary, cutting-edge search analytic tools to look for key information buried in hundreds of thousands of Excel spreadsheets and chat messages. As the government produced more documents, the Lighthouse team refreshed their searches, looking for key documents in each new production and quickly sharing results across the defense team. As defense preparations continued throughout the year, we we supported all aspects of trial preparation, including two mock trials, all witness preparation binders, and the James hearing. Lighthouse support will continue through the criminal trial for the senior executives, due to our proven success in supporting ad hoc search requests and providing results in real time. The Results The Lighthouse team efficiently delivered incredibly accurate results, saving the underlying client more than $3M thus far. Out of an always-in-flux review population that eventually grew to over 16M documents, Lighthouse was able to cull through the irrelevant data to find and deliver only the most important documents for the defense team’s utilization. In the end, that amounted to less than 1% of the initial review population, including: 4.7K documents for the joint defense group to defend the episodes of alleged price fixing 5.3K documents for defense team’s specific ad hoc and witness kit requests (an average of 400 documents per witness kit) In comparison, a traditional linear review using search terms and conventional analytics performed by multiple case teams typically results in 5-20% of the data population being tagged as “key documents.” This volume would then be funneled to the case teams for review as well, where they would waste valuable time and resources looking at hundreds of thousands of irrelevant or run-of-the-business documents. In addition to cost-efficiency, the team has gained expertise in the key events, timelines, and context of conversations buried within the data. As such, the team is now a critical resource to the defense, supporting all stages of the investigation and assisting in pivot ad hoc requests. Examples include finding a unique pricing document buried among volumes of near duplicates, as well as the relevant context surrounding a single line of a chat message. In the end, Lighthouse saved the underlying company significant time and money that could not have been achieved otherwise. Additionally, our expertise in the data was a critical resource to the joint defense team, which relied on Lighthouse at each step of trial preparation. Lighthouse expert support will continue throughout the criminal trial. ‍ Corporate Case Studyantitrust; ai-and-analytics; ediscovery-reviewantitrust, ai-and-analytics-ediscovery-review, kdi, key document identification

Lighthouse Key Document Identification Proves Pivotal to Antitrust Defense

August 3, 2023
Case Study
Case-Study; client-success; ai-and-analytics; analytics; Compliance-and-Investigations; Corporate; Corporation; data-analytics; eDiscovery; fact-finding; healthcare-investigations; investigations; machine-learning; predictive-coding; Processing; risk-management; self-service, spectra; Spectra; TAR; TAR-Predictive-Coding; technology-assisted-review; edicovery-review; ai-and-analytics
In-house legal and compliance teams use Lighthouse Spectra, a cloud-based, self-service legal technology platform, to achieve a more efficient and scalable approach to compliance monitoring. Our self-service technology keeps clients well ahead of audits and compliance risks, while lowering the costs and inefficiencies inherent to compliance monitoring, particularly for companies working in heavily regulated industries. Clients avoid the processing fees and wait times that burden compliance reviews by quickly and easily loading their own data. Then, they leverage industry leading technology to create repeatable, scalable compliance workflows that quickly cull out irrelevant data and uncover key information. The results are lower risk, faster results, and unprecedented savings. Repeatable and Effective Self-Service Compliance Investigation Workflow Below, we’ve detailed a sample self-service compliance workflow—including real results that our clients have achieved at each step during internal investigations. Similar workflows have been used by our clients to deliver up to 96% reduction in document review and over $800K in savings across a single investigation. Step 1: Automated Data Upload, Processing, and Deduplication What it does : Reduces administration time, speeds up investigation setup, reduces hosting costs, reduces review population by removing duplicates Lighthouse self-service automation features reduce the manual set up tasks that often delay the start of an investigation (data import, processing, etc.). Clients can leverage Lighthouse’s native file managing technology at this point to significantly reduce hosting costs—by only loading native files if or when they’re necessary to the investigation. Once data is uploaded and processed, clients can deploy Lighthouse deduplication technology to immediately remove redundant data. Results : Enabled an investigation team to start analysis one week earlier than standard processing; reduced data population by 25%. Step 2: ECA Culling and Search Term Iteration What it does : Reduces review populations by removing irrelevant documents Once processed and deduplicated, clients use our customized culling and search term iteration processes to swiftly narrow the scope of documents for review. Results : Reduced review population of an internal investigation by over 78%. Step 3: Thread Suppression and Proprietary Review Technology What it does : Reduces review populations by identifying the most unique documents Clients can then implement customized workflows that combine email thread suppression with Lighthouse review technology to identify the most unique documents. Results : Reduced review population of an internal investigation by over 50%. Step 4: Lighthouse TAR and Advanced Analytics What it does : Finds the key documents that matter to investigations. After the culling process, clients often deploy Lighthouse’s Continuous Active Learning TAR workflows to find relevant documents. Once reaching a point of diminishing returns, advanced analytics such as clustering, categorization, and concept searches can be deployed to ensure that no relevant documents were left behind. Results : Reduced review population of an internal investigation by over 60%. Corporate Case Studyspectra; self-service, spectra; compliance-and-investigationsediscovery-review; client-success; ai-and-analyticsCase-Study; client-success; ai-and-analytics; analytics; Compliance-and-Investigations; Corporate; Corporation; data-analytics; eDiscovery; fact-finding; healthcare-investigations; investigations; machine-learning; predictive-coding; Processing; risk-management; self-service, spectra; Spectra; TAR; TAR-Predictive-Coding; technology-assisted-review; edicovery-review; ai-and-analytics

Lighthouse Self-Service Solution Uplevels Compliance Investigations

August 3, 2023
Case Study
Case-Study; client-success; ai-and-analytics; analytics; document-review; eDiscovery; fact-finding; investigations; KDI; key-document-identification; keyword-search; TAR; TAR-Predictive-Coding; technology-assisted-review; machine-learning; transportation-industry; automotive-industry; edicovery-review; ai-and-analytics
A global transportation company was under investigation for possible infractions of the Foreign Corrupt Practices Act (FCPA) in India. The company’s legal counsel needed to quickly produce responsive documents and find key documents to prepare their defense. Key Results 4M total documents reduced to 250K through 2 rounds of responsive review, with precision rate and recall of 85% or higher. 810 key documents quickly delivered to outside counsel, saving them hours of review and gaining more time for case strategy. A Complex Dataset Requiring Nuanced Approaches The company collected 2M documents from executives in India and the U.S. Information in the documents was extremely sensitive, making it critical to produce only those documents related to the India market. This would be impossible for most TAR tools, which use machine learning and therefore can’t reliably differentiate between conversations about the company’s business in India from discussions solely pertaining to U.S. business. Finding key documents to prepare a defense was challenging as well. The company wanted to learn whether vendors and other third parties had bribed officials in violation of the FCPA, but references to any such violations were sure to be obscure rather than overt. Zeroing In On the Right Conversations Lighthouse used a hybrid approach, supplementing machine learning models with powerful linguistic modeling. First, our linguistic experts created a model to remove documents that merely referred to India but didn’t pertain to business in that market, so that the machine learning TAR wouldn’t pull them into the responsive set. Then our responsive review team developed geographic filters based on documents confirmed as India-specific and used those filters to train the machine learning model. The TAR model created an initial responsive set, which our linguists refined even further with an additional model, based on nuances of English used in communications across different regions of India. By the end, our hybrid approach had reduced the corpus by 97%, with an 87% precision rate and 85% recall. Once this first phase of review was successfully completed, Lighthouse dove into an additional 2M documents collected from custodians located in India. Finding Key Documents Among Obfuscated Communications To help inform a defense, our search specialists focused on language that bad actors outside the company might have used to obfuscate bribery. The team used advanced search techniques to examine how often, and in what context, certain verb-noun pairs indicating an “exchange” were used (for instance, commonly used innocent pairings like give a hand vs. rarer pairs like give reward). The team could then focus on the documents containing language indicating an attempt to conceal or infer. $1.7M Saved, 810 Key Documents Found to Support Defense Lighthouse performed responsive review on two datasets of 2M documents each, reducing them to less than 250K and saving the client more than $1.7M. Out of the 237K responsive documents, Lighthouse uncovered 810 hot docs spanning 7 themes of interest. The work was complete in just 3 weeks and enabled outside counsel to provide the best defense to the underlying company. Corporate Case Studykdi; key-document-identification; case-study; investigations; reviewediscovery-review; client-success; ai-and-analyticsCase-Study; client-success; ai-and-analytics; analytics; document-review; eDiscovery; fact-finding; investigations; KDI; key-document-identification; keyword-search; TAR; TAR-Predictive-Coding; technology-assisted-review; machine-learning; transportation-industry; automotive-industry; edicovery-review; ai-and-analytics

Unprecedented Review Accuracy and Efficiency in Federal Criminal Investigation

August 1, 2023
Case Study
AI, ai-and-analytics, analytics, artificial-intelligence, Big-Data, Case-Study, Corporation, Corporate, data-analytics, Data-Re-use, Data-Reuse, data-re-use, document-review, eDiscovery, eDiscovery-Migration, healthcare-litigation, litigation, managed-review, Prism, TAR, TAR-Predictive-Coding, technology-assisted-review, ediscovery-review, ai-and-analytics
A healthcare provider needed help simplifying ESI hosting for a complex series of 14 related matters across 9 states (and growing). Lighthouse went above and beyond—providing a unified workflow from hosting to review. Key Actions Quickly migrated 11M documents from existing Relativity and non-Relativity databases into a single repository, supported by AI Created one sophisticated workflow—from ESI storage to managed review—for over 14 matters across 9 states (and any other matters that arise in the future) Leveraged advanced technology to facilitate data re-use, data reduction, and review efficiency ‍ Key Results Avoided duplicate collections, hosting, and review of 1.2M documents Instantaneously provided production sets to all 14 matters, giving local counsel time to focus on unique matter documents before production Set case teams up for success in future matters with a readymade data repository, workflow, and trained review team—exponentially increasing the client’s ROI Data Everywhere and No One to Turn To A large healthcare provider was facing a growing number of separate but related litigations. With 14 ongoing matters in 9 different jurisdictions, the company’s data was spread out across multiple ESI vendors and a variety of review databases. The hosting costs of this data sprawl was threatening to explode the company’s overall budget. And with each case team and vendor taking their own approach to case strategy and review, in-house counsel was busy herding cats rather than managing overall litigation strategy. They came to Lighthouse desperately seeking a way to consolidate their overall eDiscovery approach to these matters. A Streamlined Solution for Multiple Matters, from Hosting Through Review Lighthouse seamlessly integrating all related matters into an advanced document repository. Backed by AI, this repository connected insights across matters and maximized work product reuse. Using this repository as a base, our experts built a sophisticated eDiscovery workflow for all 14 individual matters. Each process in every individual matter—from hosting to document review—was purposefully designed around insights and data from all other related matters. The result of this holistic approach was more efficient, consistent, and accurate eDiscovery across every matter—at a much lower cost than could ever have been achieved with a traditional siloed approach. Here’s how we did it: Faster, More Versatile Migration Capabilities With our advanced technology and unique migration expertise, Lighthouse quickly migrated 11M documents from existing databases—including Relativity and non-Relativity—into an advanced AI-backed document repository. At the outset, the team worked closely with the client to understand the scope, types of data, and future needs, so that the migration flowed quickly and efficiently. This approach meant that the client only had to process data once, rather than paying for processing and re-processing data with every matter. Individual case teams also immediately reaped the benefit of data and insights from every related matter, including matters that had already been successfully litigated. This helped counsel anticipate issues in their own matters, while re-using review work product for greater efficiency and consistency—ultimately saving costs and improving matter outcomes. One Hash for Unprecedented Cross-Matter Deduplication and Efficiency Unlike other data storage repositories, the Lighthouse AI-backed repository adds a hash system unique to Lighthouse. This technology normalizes documents before adding a hash value, extending our deduplication power and allowing us to identify all duplicate documents beyond what is possible using traditional deduplication technology. Our unique AI hash system also enabled faster insights into opposing party productions. The Lighthouse team used the system to compare newly received productions in one matter against documents previously received in other matters. Where matches were found, any issue coding one case team applied to a document was carried over and applied to new matching documents. This helped facilitate case team collaboration and a consistent legal strategy across matters. Broad Bench of Data Experts Rather than paying separate vendors for expertise in individual matters, in-house counsel and local case teams leaned on Lighthouse’s unified bench of subject matter experts—including ESI processing and hosting, advanced analytics, and review specialists. These experts worked together as a dedicated client service team, providing a uniquely holistic view of the entire array of related matters. However, individual specialists tagged in to perform work only when their expertise was needed, ensuring that the company didn’t rack up expensive invoices for consulting services they didn’t need or use. When our experts were called in to help, they were able to identify areas for greater efficiency and cross-matter consistency that would have been impossible if the client had remained with a siloed approach to each matter. For example, before review began, Lighthouse review experts counseled individual case to teams to implement a coding layout for each jurisdiction that facilitated work product reuse and consistency across matters. As new related matters come up, our experts will bring their deep institutional knowledge to continue to drive these types of unique efficiency and consistency gains. A Strategic Approach Leads to Faster Reviews and Productions Once data was migrated into the document repository, Lighthouse review experts designed one strategic review plan for all 14 matters that lowered costs and maximized data reuse and cross-matter insights. As part of this plan, Lighthouse created one national review database and separate jurisdiction-specific review databases. Then, Lighthouse experts used advanced AI and review technology to isolate a core set of 150K documents within the 11M documents housed in the repository that were most likely to be responsive across all jurisdictions. This core set was published to the national review database and fully reviewed by an experienced Lighthouse review team trained by our review managers to categorize each document for both national and jurisdictional responsiveness. After review, Lighthouse copied this strategic production set to each jurisdictional database. This approach kept hosting costs drastically lower for each individual matter, while providing all local case teams with an immediate first production, well ahead of production deadlines. Corporate Case Studyai; ai-and-analytics; analytics; artificial-intelligence; big-data; case-study; corporation; corporate; data-analytics; data-re-use; data-reuse; document-review; ediscovery; ediscovery-migration; healthcare-litigation; litigation; managed-review; prism; tar; tar-predictive-coding; technology-assisted-reviewediscovery-review; ai-and-analytics; client-successAI, ai-and-analytics, analytics, artificial-intelligence, Big-Data, Case-Study, Corporation, Corporate, data-analytics, Data-Re-use, Data-Reuse, data-re-use, document-review, eDiscovery, eDiscovery-Migration, healthcare-litigation, litigation, managed-review, Prism, TAR, TAR-Predictive-Coding, technology-assisted-review, ediscovery-review, ai-and-analytics

Connecting Matters for Better, Faster eDiscovery

July 1, 2023
Case Study
Case-Study, client-success, AI, ai-and-analytics, analytics, artificial-intelligence, Big-Data, Corporation, Corporate, data-analytics, Data-Re-use, Data-Reuse, data-re-use, document-review, eDiscovery, litigation, Prism, PII, PHI, Healthcare, healthcare-litigation, PII, PHI, HIPAA-PHI, managed-review, document-review, review, TAR-Predictive-Coding, technology-assisted-review, TAR, Production, ediscovery-review, ai-and-analytics
A large healthcare provider faced a series of related matters requiring document review. Lighthouse designed and executed a single review workflow that provided accurate, consistent, and efficient productions. Lighthouse Managed Review Results Efficient, compliant productions across 14 matters in 9 states (and counting) Nuanced document review performed by one experienced review team, eliminating the need to train multiple review teams Case teams avoided re-reviewing 150K core documents by reusing 100K high-quality review decisions and redactions A Perfect Storm of Review Complexities A large healthcare provider was facing 14 related matters across 9 states. The initial corpus of documents numbered 11M, with each jurisdiction adding more. While each matter shared a core set of relevant issues, they all had their own unique relevancy scope and were being handled by different outside counsel and eDiscovery teams. The corpus was also littered with personally identifiable information (PII) that required identification and redaction by review teams before production. Combining Expertise and Tech to Drive Efficiency The company turned to Lighthouse because of our extensive experience working on complex document review. Our review managers developed a sophisticated workflow to reduce the number of documents requiring review and re-review across jurisdictions by leveraging advanced technology. Custom Workflow Enables Work Product Reuse To lower costs and maximize consistency across matters, Lighthouse created an overall document repository and review database, as well as separate jurisdictional databases. The team migrated all 11M documents into the document repository and used advanced AI and review technology to isolate a core set of documents that were most likely to be responsive across all jurisdictions. Our review managers efficiently worked with all outside counsel teams to validate this core set. They also suggested and implemented a coding layout for each jurisdiction to facilitate work product reuse and consistency across matters. One Skilled Review Team and Review Process for All Matters Our combination of managed review, advanced technology, and custom data re-use workflow resulted in a single document set that met all jurisdiction-specific production requirements. These documents were duplicated across all databases for immediate production in multiple matters. To get to this caliber of review, our review managers used technology to reduce the number of documents needing eyes-on review to 90K and trained an experienced review team on both universal and jurisdictional responsiveness. Technology was also used to expedite PII redaction and propagate coding to the core set of 150K documents. Unprecedented Review Time and Cost Savings With Lighthouse’s review approach, each case team had more freedom in how they structured their post-production workflows. Our approach also provided stricter control of data and enabled more accurate and predictable billing for the client. Further, all 14 matters now had an initial production ready at the push of a button. In addition to lowering costs, this gave local counsel additional time to assess case strategy, with the first production available in advance of agreed-upon deadlines. Instantaneous Initial Production for Multiple Matters Beyond the stellar review outcomes achieved across each matter, Lighthouse’s strategic workflow and use of technology also saved the client an impressive $650K—a delightful surprise to the client, who was prepared to pay more for such a complex litigation series. As new related matters arise, the client can engage a trained and experienced review team ready to hit the ground running. Corporate Case Studycase-study; ai; ai-and-analytics; analytics; artificial-intelligence; big-data; corporation; corporate; data-analytics; data-re-use; data-reuse; document-review; ediscovery; litigation; prism; pii; phi; healthcare; healthcare-litigation; hipaa-phi; managed-review; review; tar-predictive-coding; technology-assisted-review; tar; productionediscovery-review; ai-and-analytics; client-successCase-Study, client-success, AI, ai-and-analytics, analytics, artificial-intelligence, Big-Data, Corporation, Corporate, data-analytics, Data-Re-use, Data-Reuse, data-re-use, document-review, eDiscovery, litigation, Prism, PII, PHI, Healthcare, healthcare-litigation, PII, PHI, HIPAA-PHI, managed-review, document-review, review, TAR-Predictive-Coding, technology-assisted-review, TAR, Production, ediscovery-review, ai-and-analytics

Simplifying Complex Multi-District Document Review

March 15, 2022
Case Study
Case-Study, client-success, Corporate, Corporation, eDiscovery, fact-finding, document-review, investigations, KDI, key-document-identification, keyword-search, insurance-industry, analytics, ai-and-analytics, ediscovery-review, ai-and-analytics
Over the course of five months, Lighthouse delivered approximately 4,500 documents for review—out of the 2.3 million document review set—for a Fortune 100 health insurance provider. The Challenge Complex internal False Claims Act investigation 2.3M total documents for review Five-month timeline and tight budget Lighthouse Key Actions Provided curated weekly deliveries of the most important, inclusive documents for review—with no redundant or duplicative versions Compiled summary reports of each delivery (including highlights of high-priority information) to expedite counsel review Out of 2.3M documents, identified and delivered just the 4,500 documents counsel needed to review in order to conduct a comprehensive legal analysis Key Results for Counsel Immediately gained a grasp on the relevant facts and timelines hidden within a massive review set—without wasting time reviewing irrelevant information Quickly developed a deeper understanding of the underlying risks and nuances of the investigation, through consistent and iterative communication with Lighthouse search experts Confidently completed the investigation on time and within budget—even after large volumes of new data were added mid-investigation A Challenging Internal Investigation into False Claims Act Violations A Fortune 100 health insurance provider was pursuing an internal investigation involving potentially improper diagnosis practices undertaken by a wholly-owned provider group. The scope of the investigation included analysis of reimbursements processed across 20+ disease categories, potentially triggering False Claims Act violations. With 2.3M documents to review, it was unclear how the internal investigation would be completed within a constrained budget and timeline. Counsel reached out to Lighthouse for help. Lighthouse Hands Counsel the Keys to a Focused, Efficient Investigation A small team of Lighthouse information retrieval, legal, data science, and linguistic experts immediately began working with counsel to understand the specific allegations at issue, as well as catalogue the various sources of data that needed to be investigated. The team then designed and executed a battery of complex searches tailored to find instances of fraud or wrongdoing related to the allegations at hand. By staying in close communication with counsel, the Lighthouse team ensured that new search requirements and data sources were quickly integrated into the workstream to support fact development. On a weekly basis, Lighthouse delivered a streamlined set of documents responding to counsel’s evolving theory of the case. These deliveries also included a detailed breakdown of the categories of documents identified each week, descriptions of relevant internal processes and policies, and flagging of high-priority documents of particular interest to counsel. Each delivery was distilled down to only the most inclusive, non-redundant versions of relevant documents. In addition to keeping pace with ongoing requests and deliverables, the Lighthouse team also re-executed previous searches to address waves of new data rolling in midway through the engagement. A Faster and More Comprehensive Investigation Resolution Over the course of five months, Lighthouse delivered approximately 4,500 documents for review—out of the 2.3 million document review set. The Lighthouse deliveries encompassed everything counsel needed to know in order to resolve their investigation—and nothing more. The team accomplished this precision through deep subject matter expertise surrounding the allegations and underlying issues at play, consistent and effective communication with counsel, expert topic-based searching, and additional proprietary data analytics to remove unnecessary duplicative content. By the end of their short engagement with Lighthouse, counsel had developed a comprehensive understanding of the pertinent risk areas and confidently completed their investigation—on time and within budget. Corporate Case Studycase-study; corporate; corporation; ediscovery; fact-finding; document-review; investigations; kdi; key-document-identification; keyword-search; insurance-industry; analytics; ai-and-analyticsediscovery-review; ai-and-analytics; client-successCase-Study, client-success, Corporate, Corporation, eDiscovery, fact-finding, document-review, investigations, KDI, key-document-identification, keyword-search, insurance-industry, analytics, ai-and-analytics, ediscovery-review, ai-and-analytics

Lighthouse Streamlines a Complicated False Claims Investigation

August 15, 2022
Case Study
Case-Study, client-success, Corporate, Corporation, eDiscovery, fact-finding, document-review, investigations, KDI, key-document-identification, keyword-search, insurance-industry, analytics, ai-and-analytics, fraud-detection, ediscovery-review, ai-and-analytics
Lighthouse experts uncover key evidence in just two weeks eliminating 97% of document set. The Challenge Complex internal investigation into potential employee fraud 627K total documents Two-week timeline Key Results for Counsel Confidently completed a complex fraud investigation in just two weeks—without fear of missing critical information Significantly mitigated risk to the company through the identification of previously unknown internal control gaps Lighthouse Key Actions Executed 22 strategic searches, based on expert analysis, to identify all relevant evidence of employee fraud and misconduct Uncovered hidden information, previously unknown to counsel, that revealed additional acts of fraud, embezzlement, and misconduct by targeted employees—as well as potentially problematic internal control gaps Out of 627K documents, identified and delivered, just the 16K documents counsel needed to review in order to conduct a comprehensive fact investigation A Complex Employee Fraud Investigation The audit division of a health insurance provider was pursuing an internal investigation involving potentially concealed employee conflicts of interest with external vendors. The allegations involved possible defrauding of the parent organization through noncompliant contract and billing practices, as well as embezzlement of membership incentives for personal use and gain. With approximately 627K documents to review on an exceptionally tight timeline of two weeks, it was unclear how a comprehensive internal investigation would be completed to ensure proper due diligence. Counsel reached out to Lighthouse for help. Lighthouse Experts Quickly Uncover Key Evidence A small team of Lighthouse information retrieval, legal, data science, and linguistic experts immediately began working with counsel to understand the specific allegations at issue. As part of this work, the Lighthouse team catalogued the various sources of data that needed to be investigated. Based on counsel’s theory of the case, the team devised eight main search themes that would enable them to find instances of fraud or wrongdoing related to the allegations at hand. Over the course of the short two-week engagement, the Lighthouse team completed 22 discrete searches with corresponding deliveries based on expert analysis of the eight priority search themes. Each delivery was distilled down to include only the most inclusive, non-redundant versions of relevant documents so counsel wasn’t bogged down by reviewing a slew of duplicative and/or irrelevant documents. Over the course of searching, Lighthouse experts quickly uncovered new key information that was previously unknown to counsel. This information revealed a picture of internal control gaps used to circumvent company policies, leading to problematic vendor contract arrangements and suspect billing practices. Separately, the Lighthouse team also uncovered details of relevant personal circumstances of targeted employees. This new information shed light on the potential motivation for bad acts, including substantial personal debt, resentment of parent company controls, and personal relationships with superiors in the management reporting structure. Significant Risk Mitigation and Faster Investigation Resolution with Lighthouse In just two weeks, Lighthouse delivered a targeted set of approximately 16K documents, out of a total 627K in the review set. The Lighthouse deliveries represented everything counsel needed to know about the possible fraudulent employee activity—including concealed information that posed significant risk to the company if it had been left undiscovered. The team was able to accomplish this precision through deep subject matter expertise regarding the fraud allegations, comprehensive metadata analysis and emotional content detection, consistent and effective communication with counsel, expert topic-based searching, and exhaustive content deduplication. With Lighthouse’s partnership, counsel quickly gained a thorough understanding of the internal controls, potential fraud, and the embezzlement issues at play—ultimately enabling them to significantly mitigate risk and complete their investigation in just two weeks. Corporate Case Studycase-study; corporate; corporation; ediscovery; fact-finding; document-review; investigations; kdi; key-document-identification; keyword-search; insurance-industry; analytics; ai-and-analytics; fraud-detectionediscovery-review; ai-and-analytics; client-success; lighting-the-path-to-better-ediscoveryCase-Study, client-success, Corporate, Corporation, eDiscovery, fact-finding, document-review, investigations, KDI, key-document-identification, keyword-search, insurance-industry, analytics, ai-and-analytics, fraud-detection, ediscovery-review, ai-and-analytics

Lighthouse Uncovers Key Evidence in Fast-Paced Employee Fraud Investigation

December 30, 2021
Case Study
Case-Study, client-success, eDiscovery, TAR, TAR-Predictive-Coding, investigations, analytics, predictive-coding, privilege, privilege-review, ediscovery-review, ai-and-analytics
By partnering with Lighthouse, clients reduce their data and save millions of dollars while ensuring quality and security. What They Needed Recently, Lighthouse was brought in by the Department of Justice (DOJ) of a large western US state who had to produce data for a high-stakes, multi-million dollar breach of contract matter. The client was dissatisfied with their current eDiscovery panel and was looking for a new provider who could help centralize eDiscovery with document review, use advanced technologies to reduce data, and ensure quality and security. How We Did It To kick things off, Lighthouse and the client team met to discuss the key goals and expected outcomes of this particular case. It became very clear that the client wanted to reduce data in a defensible way and so our team of legal and technology experts got to work. At the start of the matter, our team collected and processed more than 3.5TBs of client source data (i.e. 9M documents) as well as 98K documents that had been produced by opposing counsel and 135K documents that had been produced by 22 various third parties. In addition, we collected approximately two dozen mobile devices as well as advised and assisted outside counsel on a declaration defending the process for collection and production of mobile devices. Next, we brought in the use of best-in-class technology. We leveraged our search consulting team to apply our early case assessment (ECA) tool to the data after processing, and less than 14% of the original corpus (i.e. 1.2M documents) was promoted from the ECA database. Within the ECA environment, we assisted the client with culling, search term iteration, and helped the client to develop and sample search terms for use during negotiations with opposing counsel. After agreeing upon and validating search terms with opposing counsel, the result set was promoted from ECA for review. Within the review environment, we instituted a technology assisted review (TAR) workflow to reduce the overall review population to 420K documents (a 65% reduction after applying ECA) and prepared defensibility reports for opposing counsel. Finally, we used our thread suppression technology to suppress duplicative emails. ‍ We then developed a custom automated workflow to incorporate confidential de-designation decisions from 16 co-defendants on individual documents and reproduced them. An additional 155K documents were loaded directly to review without culling. For review of the remaining ~500K records, we then implemented our managed review solution—managing a review team (provided by our trusted review partner) through a very successful first pass review, privilege review, and privilege log creation process. ‍ The Results Ultimately, the client produced 260K documents in this matter and saved significant time and money. Lighthouse was able to reduce the original corpus by more than 95% through the use of best-in-class technology and our legal, review, and technology experts. Because of the service quality, support, breadth of capabilities, and expertise exhibited during the matter, the client has since migrated several active matters from different providers to Lighthouse. ‍ Corporate Case Studycase-study; ediscovery; tar; tar-predictive-coding; investigations; analytics; predictive-coding; privilege; privilege-reviewediscovery-review; ai-and-analytics; client-successCase-Study, client-success, eDiscovery, TAR, TAR-Predictive-Coding, investigations, analytics, predictive-coding, privilege, privilege-review, ediscovery-review, ai-and-analytics

The Benefits of Best-in-Class Technology on a High-Stakes Matter

April 1, 2022
Case Study
Case-Study, client-success, Corporate, Corporation, eDiscovery, TAR, TAR-Predictive-Coding, ai-and-analytics, -analytics, predictive-coding, healthcare-litigation, Healthcare, Processing, machine-learning, ediscovery-review
Lighthouse partners with a healthcare company, saving $145K in document review costs after reducing review time by 90% through a custom review process. How We Did It Initial Processing Lighthouse used our proprietary processing automation to ingest, load, and deduplicate a total of 690K documents. Our deduplication process was able to immediately achieve a 25% data reduction by removing 175K documents. ECA Culling and Search Term Iteration Results Next, Lighthouse applied our customized culling and search term iteration processes to the 143K eligible documents and families. This process removed 81K documents, reducing the review population by over 55%. Thread Suppression and Proprietary Review Technology Results Lighthouse then implemented a customized workflow that combined email thread suppression with our proprietary review technology to identify the most unique documents. This process removed a total of 31K documents from the review population, thereby reducing the review population by another 50%. Lighthouse TAR and Advanced Analytic Results After the culling process, Lighthouse’s Review & Advanced Analytics team guided counsel through a Continuous Active Learning TAR workflow to find relevant documents. Once we reached a point of diminishing returns, we leveraged advanced analytics such as clustering, categorization, and concept search to ensure that no relevant documents were left behind. Our TAR and advanced analytics removed 17K documents, representing another 50% in data reduction. Corporate Case Studycase-study; corporate; corporation; ediscovery; tar; tar-predictive-coding; ai-and-analytics; analytics; predictive-coding; healthcare-litigation; healthcare; processing; machine-learningediscovery-review; client-successCase-Study, client-success, Corporate, Corporation, eDiscovery, TAR, TAR-Predictive-Coding, ai-and-analytics, -analytics, predictive-coding, healthcare-litigation, Healthcare, Processing, machine-learning, ediscovery-review

Lighthouse Achieves Review Efficiency and Cost Control for a Global Healthcare Company

February 1, 2023
Case Study
Case-Study, client-success, AI, ai-and-analytics, AI-Big-Data, Corporate, Corporation, eDiscovery, eDiscovery-Migration, Prism, Processing, Project-Management, Healthcare, ediscovery-review, ai-and-analytics
Lighthouse's proprietary AI technology solves a unique data deduplication challenge while migrating over 25 terabytes for an extensive healthcare system. Key Results In 5 months, Lighthouse migrated four databases—with 25 TBs of data—all while keeping the databases active for review and production for current matters. Leveraging our AI technology, Lighthouse created an innovative solution for a large volume of Lotus Notes files originally processed as HTML files by a legacy processing tool. This solution ensured that any new Lotus Notes files would deduplicate against the migrated data, regardless of the file type or the tool used for processing. A Challenging Data Deduplication Problem A large healthcare system had been hosting its data (over 25 TBs of data across four databases) on another vendor’s platform for nearly a decade. The company knew it was time to modernize its eDiscovery program with Lighthouse. In order to do so, all 25 TBs would need to be migrated over to Lighthouse for hosting and future processing. However, in addition to data migration, the company also had a unique deduplication challenge due to the previous vendor’s original processing tool. The company’s data had originally been processed with the vendor’s legacy processing tool—which processed Lotus Notes data as HTML files, rather than the more modern EML version. The prior processing of these files into an HTML format meant that whenever duplicate Lotus Notes files were added to the database and processed using a more modern processing tool, those EML files would not deduplicate against the older HTML files in the databases. With over half their data consisting of Lotus Note files processed by the older tool in HTML format, the company was concerned that this issue would significantly increase review cost and slow down review time. Thus, in addition to the overall migration process, the company came to Lighthouse with an unfortunate Catch-22: in order to modernize its processing and eDiscovery capabilities, it was losing the ability to deduplicate a majority of its data with each new ingestion. Lighthouse Migration Expertise Because of the volume of new clients moving to Lighthouse for eDiscovery support, Lighthouse has developed an entire practice group dedicated to data migration. This group is adept at creating customized solutions to the unique challenges that often arise when migrating data out of legacy systems. The team works closely with each client to understand the scope, types of data, challenges, and future needs so that the data migration process is seamless and efficient. The Lighthouse migration team quickly got to work gathering information from the healthcare company to start this process, paying particular attention to the Lotus Notes deduplication issue. Once all relevant information was gathered, Lighthouse worked with stakeholders from the organization to form a comprehensive migration plan that minimized workflow disruption and included a detailed schedule and workflow for future data. In the process, Lighthouse also developed a custom solution for the Lotus Notes issue using our proprietary AI technology. An Innovative Solution: Lighthouse AI Lighthouse’s advanced AI technology can create a unique hash value for all data, no matter how it was originally processed. The Lighthouse migration team leveraged this innovative technology to create a unique hash value for the Lotus Notes files that were originally processed as HTML files. That hash value could then be matched against any new Lotus Notes files that were added to the database by the company, even when those files were processed as EML files. With this proprietary workflow, the healthcare company was able to seamlessly move to Lighthouse’s eDiscovery platform, which was better equipped to serve its eDiscovery needs—without losing the ability to deduplicate its data. Set Up for Success In just five months, Lighthouse completed a seamless migration of the healthcare company’s data by creating a custom migration plan that minimized blackouts and kept all databases up and running. Importantly, Lighthouse also leveraged its proprietary AI to create an innovative solution to a complex problem, ensuring continued deduplication capability and reduced discovery costs. ‍ Corporate Case Studycase-study; ai; ai-and-analytics; ai-big-data; corporate; corporation; ediscovery; ediscovery-migration; prism; processing; project-management; healthcareediscovery-review; ai-and-analytics; client-successCase-Study, client-success, AI, ai-and-analytics, AI-Big-Data, Corporate, Corporation, eDiscovery, eDiscovery-Migration, Prism, Processing, Project-Management, Healthcare, ediscovery-review, ai-and-analytics

Lighthouse Uses AI to Complete a Seamless, Customized Data Migration

November 15, 2021
Case Study
Case-Study, client-success, eDiscovery, self-service, spectra, Spectra, analytics, Processing, managed-review, document-review, review, Law-Firm, ediscovery-review
Top ten global law firm revitalizes their eDiscovery program with Lighthouse Managed Services for one predictable, recurring price. What They Needed After years of carrying hefty infrastructure costs and operating with limited access to emerging eDiscovery solutions, one of the ten largest law firms globally decided to look for a new eDiscovery partner that could advance their existing eDiscovery program without the burden of unpredictable, piecemeal pricing and sub-par technology. In particular, the firm was interested in a predictable cost model that would provide them with access to forensics, information governance, and eDiscovery experts as well as innovative new analytic and chat technology. To further complicate things, they had less than two months to migrate all of their existing data to the newly selected vendor before they would have to renew payments with their existing vendor. How We Did It Lighthouse Managed Services was a natural fit for this cutting-edge client. We were selected as the firm’s eDiscovery provider because it was clear we could provide a wide-range of subject-matter experts, access to best-in class technology (particularly our proprietary Spectra ® and SmartSeries ™ , as well as third-party tools like Nuix, Relativity, and Brainspace) and deliver within their tight timeline requirements – all for one predictable, recurring price. After the selection process, Lighthouse immediately tackled the migration of over 130 cases and ~13 TB of the firm’s data from their existing vendor’s environment to the Lighthouse environment within the 45-day requirement. Once the cases were restored, we worked with the firm to develop custom workflows that would allow the new data to flow through active migrated matters seamlessly without loss of deduplication, matter-level settings, or work product. We then developed a comprehensive eDiscovery playbook for our client detailing customized, repeatable, and defensible eDiscovery processes for every stage of the EDRM. We also began technology training sessions to allow our client to effectively utilize their access to tools like Relativity and Brainspace, as well as our proprietary Spectra and SmartSeries technology. Further, Lighthouse developed a custom Relativity template to ensure the user experience in Relativity mirrored the law firm’s workflows for continuity. We scheduled bi-weekly meetings with the Lighthouse Product Development team to keep the firm’s team abreast of new features on the horizon as well as allow the firm an opportunity to influence the overall product roadmap. All of this work was completed under a predictable, recurring pricing model, with custom reports around the firm’s matters and metrics. Results Overall, Lighthouse Managed Services surpassed of all the firm’s expectations – completely revitalizing their eDiscovery program for one predictable pricing model. We successfully completed the entire data migration within 45 days, without any disruption to case teams. Once migrated, our client was elated with the access Lighthouse provided to the best technology on the market, as well as the comprehensive training we offered their teams which enabled them to leverage these tools more effectively. In particular, Spectra enabled the firm to administer matters autonomously while getting data into a review platform at a much greater speed than ever before. Since the time of the launch, this client has started over 90 new matters in Spectra, leveraging the analytics, predictive coding, automated redaction, privilege log creation, and chat messaging tools that make our self-service solution the best in its class. Providing all these comprehensive services under a recurring, predictable processing model allowed this client to successfully manage cost recovery and integrate with their client billing seamlessly. Law Firm Case Studycase-study; ediscovery; self-service, spectra; spectra; analytics; processing; managed-review; document-review; review; law-firmediscovery-review; client-success; lighting-the-path-to-better-ediscoveryCase-Study, client-success, eDiscovery, self-service, spectra, Spectra, analytics, Processing, managed-review, document-review, review, Law-Firm, ediscovery-review

Top-Ten Global Law Firm Overcomes Budgetary Challenges

June 1, 2021
Case Study
Big-Data, Case-Study, collections, eDiscovery, digital forensics, Law-Firm, Processing, Production, Project-Management, ediscovery-review, digital forensics
Lighthouse collected, processed, and imaged 550 GB of data in less than 96 hours, saving a client from an eight-figure sanction. What They Needed Lighthouse’s client, an Am Law 100 firm, had to respond to a request for production in a highly sensitive matter. The client originally contracted another eDiscovery service provider for collection, processing, and production. Much of the collected data was corrupt and the other service provider was unable to handle a large majority of the data. Facing an eight–figure sanction if the production deadline was missed, the client abandoned their provider and contacted Lighthouse. Lighthouse had 14 days to resolve corrupt data, process the data, identify and segregate the already reviewed data, provide the unreviewed data for review, and produce the responsive data. Complicating matters even further, the data set was sizeable—550GBs—and the client needed at least a week to review the data before production. How We Did It Collect, Analyze, Repair A close inspection of the data revealed that another on-site collection would be necessary in order to deal with the corrupt data. On February 9, two forensic experts from Lighthouse collected three email exchange servers totaling 550 gigabytes. Lighthouse was able to repair some of the corrupt data; however, some data was corrupt at the source. This corrupt data could not interfere with the production to the government so Lighthouse processed the non-corrupt data overnight. The client then requested additional searching and culling for a specific list of custodians. Reduce, Process, Deliver As a result of the way the data was stored, Lighthouse had to navigate through a large number of files to identify the data belonging to the list of custodians. Ultimately, Lighthouse was left with 245 gigabytes which it further culled and filtered. Lighthouse’s experts then segregated 8,000 documents that the client previously reviewed so that the client did not have to waste time re-reviewing these documents. With the deadline looming, Lighthouse immediately imaged the documents for review. Lighthouse provided client with just over 25,000 images for review on February 13. Results As a result of Lighthouse’s speed and ability to handle the corrupt data, the client avoided an eight-figure sanction. In a matter of 96 hours, Lighthouse forensically collected 550 gigabytes from three email exchange servers, extracted 245 gigabytes from those servers, identified 8,000 documents in a corrupted media environment, and imaged over 25,000 documents. Law Firm Case Studybig-data; case-study; collections; ediscovery; forensics; law-firm; processing; production; project-managementediscovery-review; digital forensics; client-successBig-Data, Case-Study, collections, eDiscovery, digital forensics, Law-Firm, Processing, Production, Project-Management, ediscovery-review, digital forensics

Big Data, Impossible Timeline, Successful Results

June 25, 2021
Case Study
Case-Study, client-success, eDiscovery, self-service, spectra, Spectra, ai-and-analytics, analytics, Processing, TAR-Predictive-Coding, technology-assisted-review, TAR, Law-Firm, ediscovery-review,
A prominent law firm leveraged a cloud-based software solution to increase efficiency and scale, resulting in significant costs savings. What They Needed A mid-sized East Coast law firm­—known for its expertise and experience in complex and high-stakes matters—was looking for new software to replace its in-house legacy technology. Their in-house tool did not provide the level of sophistication or throughput the team needed to continue to scale their work for their clients. In assessing their potential new partner, the firm required access to best-in-class technology, in particular Relativity and Nuix, as the firm’s employees were already familiar with these platforms. In addition, they wanted to leverage automation to have repeatable processes that would save both themselves and their clients time and money. ‍ How We Did It Lighthouse Spectra was selected for its simple and intuitive interface that allows users to internally manage client matters across best-in-class technology – including Relativity, Nuix, and even Brainspace. With Spectra, the firm can now start matters immediately, without having to go through the vendor solicitation and/or statement of work processes, creating real time savings. And the monthly subscription price for Spectra gave them more transparency around billing and greater cost control to help them stay within their budget. The onboarding and training processes were quick, due to the experience of the internal team coupled with the ease of use of Spectra’s. After the initial deployment of Spectra, the firm started processing client data through the tool immediately. They were able to get these matters through processing (Nuix) to review (Relativity) within a few hours, rather than an entire day or more, as was typical with their previous in-house solution. We can go from soup to nuts without having to reinvent the wheel each time. It is truly self-service. — Law Firm The Results Soon after onboarding, the firm took on a couple quick-turn and complex matters that they were able to handle more quickly due to the speed and scale of Spectra, as well as the support of Spectra team. In one instance, they received a request late in the work day that needed to be turned around within a short period of time. Prior to deploying Spectra, that would have taken some hands-on experience and a day’s worth of time. With Spectra, they were able to process it as soon as they received it and it was available for review within a few short hours. In another instance, the firm received a request with a pressing deadline where the document set consisted of approximately 95% foreign-language text. Quickly translating the text to English was imperative to firm’s success. To solve this problem, the Spectra team pointed the firm to a machine language translation tool that easily integrates with Spectra. By deploying the integrated translation service on the workspace, documents submitted for translation were loaded back into the workspace as easily as if it was performing a mass edit. This provided an easy solution for the firm for this particular matter, and now that it’s integrated, the feature is available to the firm on demand. By moving to Spectra, the law firm was able to leverage best-in-class technology, gain more transparency and control around the entire eDiscovery process, and create efficiencies and therefore, reduce costs for themselves and their clients. Leveraging Spectra, the law firm can now do more with less and scale their business to support their clients’ growing needs. ‍ Law Firm Case Studycase-study; ediscovery; self-service, spectra; spectra; ai-and-analytics; analytics; processing; tar-predictive-coding; technology-assisted-review; tar; law-firmediscovery-review; client-successCase-Study, client-success, eDiscovery, self-service, spectra, Spectra, ai-and-analytics, analytics, Processing, TAR-Predictive-Coding, technology-assisted-review, TAR, Law-Firm, ediscovery-review,

Law Firm Goes from Keeping Up to Getting Ahead with New In-House eDiscovery Software

February 1, 2022
Case Study
Case-Study, client-success, financial-services-industry, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, analytics, ediscovery-review
With Spectra, Penningtons Manches Cooper accelerated their ediscovery workflow and created a more efficient and cost-effective process. What They Needed Penningtons Manches Cooper LLP, a leading UK and international law firm, was looking for an innovative solution to enable more efficient and cost-effective management of their increasing eDiscovery needs. At the same time, they also wanted a solution that would not require a large investment in hardware, additional personnel, or training. When the team at Penningtons Manches Cooper reached out to Lighthouse about their needs, we suggested Spectra, our cloud-based, self-service eDiscovery solution that would enable the team at Penningtons Manches Cooper to easily run their matters in a more efficient and predictable manner. Additionally, the team at Penningtons Manches Cooper also wanted the option of leveraging experienced, knowledgeable, and on-demand assistance as required. Because Spectra offers the ability to seamlessly transition a matter from self-service to Lighthouse’s full-service team of eDiscovery experts, it provided the Penningtons Manches Cooper team a level of reassurance that there would always be help on hand should it be needed. The team at Penningtons Manches Cooper agreed that Spectra was the right eDiscovery solution for them. How They Did It Penningtons Manches Cooper partnered with Lighthouse to deploy Spectra, which was implemented within three months from initial proof of concept to rollout with live matters. Primary areas of focus during the implementation were training, process design, and internal change management. The project began with roundtable sessions to fully understand the scope and ensure that deployment was customized to fit Penningtons Manches Cooper’s requirements, deliverables, and goals. And because Spectra is a cloud-based solution, there was no capital expenditure or additional IT resourcing required for implementation. This allowed for a flexible approach, fast implementation, and low ongoing maintenance for Penningtons Manches Cooper. Once the tool was initially implemented, the team at Penningtons Manches Cooper identified a suitable matter to be used in a proof of concept. Lighthouse trained key Penningtons Manches Cooper personnel on how to use Spectra, and together the two teams worked to create a scalable and repeatable workflow for particular work types. All items were recorded in a bespoke playbook, which fully documents Spectra’s capabilities and process as well as specific Penningtons Manches Cooper requirements. Next, Lighthouse provided training to the wider Penningtons Manches Cooper team on Spectra, Brainspace, and Lighthouse’s proprietary SmartSeries® tools to enable the firm to leverage automated redaction, chat, and other emerging solutions. Due to the simplicity and on-demand nature of Spectra, the team at Penningtons Manches Cooper was able to realize a 1 to 4-hour reduction in the time it takes to create a matter and upload data into Relativity. Further, Lighthouse developed a custom Relativity template. to ensure the user experience in Relativity is mirrored across matters and complements the firm’s workflows. Following the successful trial period, Penningtons Manches Cooper has identified and managed many other matters in Spectra with very little external support. Setup of each new matter has been reduced significantly, in some circumstances by up to 2-3 days, as there has been a significant reduction in the number of steps required to instruct external eDiscovery vendors, including no need to gather price proposals, no delay while vendors run conflict checks, and no need for any additional contract negotiation. As a consequence, each legal team was typically able to begin reviewing documents on the same day the data was received by the firm. In conjunction with the above, predictable and recurring billing practices were implemented and custom reports were developed around the firm’s matters and metrics. This, in turn, will allow Penningtons Manches Cooper to manage cost recovery and integrate billing for a more seamless and efficient process. The Results Penningtons Manches Cooper partnered with Lighthouse to roll out Spectra, which enabled their team to control the process from the very start and create efficiency and predictability of cost and process. By using Spectra, the team at Penningtons Manches Cooper was able to create matters in Relativity and Brainspace as well as upload and process data quickly, all within a simplified and intuitive interface. The use of best-in-class technology, combined with repeatable process and in-house expertise, created a tangible benefit, ensuring eDiscovery and document review are completed with minimal cost, a savings which can be passed on directly to the client. Law Firm Case Studycase-study; financial-services-industry; corporate; corporation; ediscovery; self-service, spectra; spectra; analyticsediscovery-review; client-successCase-Study, client-success, financial-services-industry, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, analytics, ediscovery-review

Penningtons Manches Cooper Takes Control of their eDiscovery Process with Lighthouse Spectra

December 1, 2022
Case Study
Case-Study, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, ai-and-analytics, analytics, Processing, TAR-Predictive-Coding, technology-assisted-review, TAR, Healthcare, ediscovery-review
Lighthouse Spectra helps a considerable healthcare organization gain control, pricing transparency, and efficiency gains in the eDiscovery process. What They Needed A large healthcare organization was looking to solve their eDiscovery challenges around speed and cost. Specifically, they needed to increase their overall efficiency, and have more control over their matters with truly transparent and lower ediscovery-related costs. How We Did It Lighthouse Spectra was chosen to help achieve these key goals. Spectra is a self-service, on-demand eDiscovery tool with a transparent subscription-based pricing model. Spectra users can also access a full-time project management team at Lighthouse, whenever needed – all for one predictable price. Spectra onboarding was tailored to the users’ needs and focused on teaching users how to use Spectra itself, as well as when and how to use Brainspace, an analytics engine available inside the platform. Since Spectra is built with an intuitive interface, it only took a few short trainings over the course of a few weeks for the users to become comfortable using it. The Lighthouse team also ensured that Relativity and Spectra were customized to the organization’s specific needs. Our teams ensured that all customized permissions and views were set up within Relativity and worked with the organization to create custom Relativity templates to apply their standard coding pallets, rule-based coding propagations, pre-baked saved searches, standard views/layouts, imaging profiles, and more. Additionally, the Lighthouse team also assisted in building a continuous multi-model learning (CMML) workflow for their team to leverage within Spectra. Once set up was complete, the organization immediately started leveraging Spectra to process their data and run search terms as needed on a variety of diverse case types, including labor and employment cases, internal investigations, and OIG requests. The Results By moving to Spectra, the healthcare organization gained more control over their eDiscovery processes, created more efficient workflows, and achieved significant cost savings with transparent and predictable pricing. Since deploying the tool, the organization found that using the search and analytics capabilities of Spectra reduced the volume of natives to just 4.5% of the total hosted volume, minimizing the count of documents being reviewed by 95%. The custom Relativity template prevents the need to reinvent the wheel with each new matter and drive consistency across their portfolio. Further, the CMML workflow allows the organization to prioritize review of documents that are most likely to be responsive, as well as minimize the number of documents that go to review. Both of these enhancements allowed the organization to increase their overall speed from collection to production while lowering their overall eDiscovery-related costs. Through these new workflows and processes, the healthcare organization has achieved both defensibility and affordability and reduced review time from days to hours. This has resulted in an overall savings of $500K in their first year with Spectra.\ Corporate Case Studycase-study; corporate; corporation; ediscovery; self-service, spectra; spectra; ai-and-analytics; analytics; processing; tar-predictive-coding; technology-assisted-review; tar; healthcareediscovery-review; client-successCase-Study, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, ai-and-analytics, analytics, Processing, TAR-Predictive-Coding, technology-assisted-review, TAR, Healthcare, ediscovery-review

Fortune 500 Company Saves $500K+ with New In-House eDiscovery Software

February 1, 2023
Case Study
Case-Study, client-success, Antitrust, eDiscovery, TAR, TAR-Predictive-Coding, Law-Firm, HSR-Second-Requests, investigations, Mergers, ai-and-analytics, AI-Big-Data, artificial-intelligence, AI, Acquisitions, analytics, predictive-coding, Prism, privilege, privilege-review, name-normalization, microsoft, Emerging-Data-Sources, digital forensics, collections, ediscovery-review, ai-and-analytics, antitrust, chat-and-collaboration-data
Lighthouse partners with a global law firm to meet a 60-day production deadline for an 11.5 million-document population, saving the firm millions. What They Needed A global law firm was representing a large analytics company being investigated by the Federal Trade Commission (FTC) for antitrust activity. The company faced an extremely aggressive production deadline—approximately 60 days to collect, review, and produce responsive documents from an initial data population of roughly 11.5M. How We Did It The firm partnered with Lighthouse to create a workflow to execute multiple work streams simultaneously (collections, processing, TAR, privilege review, and logging) to ensure the company could meet the production deadline. Lighthouse expert teams managed the entire process, implementing daily standup calls and facilitating communication between all stakeholders to ensure that each workflow was executed correctly and on time. Lighthouse clients that leverage our AI technology to its full potential can realize even more cost savings and efficiency. For example, in this case, this global law firm would have seen the removal of close to 420K documents from privilege review that our AI accurately (as verified in the qc process) deemed to be highly unlikely or unlikely to be privilege. The Lighthouse team also provided strategic and defensible review methods to attack data volume and increase overall efficiency throughout the project. This included Technology Assisted Review (TAR) and email thread suppression in combination with our proprietary AI-technology and privilege log application. The different work streams that Lighthouse designed and executed to reduce the time, burden, and expense of review included: Lighthouse Forensic Collection : Lighthouse’s dedicated expert forensic team implemented a workflow to perform all initial collections, as well as all refresh collections across M365 mailboxes, Teams data, OneDrive, and SharePoint. TAR 1.0 : Lighthouse implemented predictive coding via a TAR 1.0 workflow to systematically find and remove non-relevant documents in a defensible manner. Not relevant documents that fell below the cutoff score were removed from the review population to reduce privilege review. Non-TAR Review : A detailed file analysis was conducted on documents that could not be scored via the TAR model by Lighthouse experts to remove non-responsive documents from eyes-on responsiveness review. Email Threading : Once TAR 1.0 reached stability and a cutoff score was achieved, Lighthouse applied email thread suppression on the documents above the cutoff score to further decrease privilege review and the production set overall. Managing Teams data : The Lighthouse team leveraged our proprietary chat tool to deduplicate Microsoft Teams data. Using the tool, the team stitched Teams messages back together in a format that allowed outside counsel to easily see the conversation in totality (e.g., who was part of the thread, who entered/left the chat room, who said what, at what time, etc.). The tool then integrated and threaded chat messages with search and filtering capabilities for review directly in Relativity. Privilege Review : Even as collections, TAR 1.0, email threading, and document review workflows were ongoing, the Lighthouse advanced analytics team leveraged technology in combination with their expertise to drastically reduce the privilege review set and guard against inadvertent production of privileged documents: Lighthouse Strategic Privilege Reduction : Lighthouse data reduction experts worked with outside counsel to analyze the data to identify large categories of documents that could be safely removed from privilege review, such as two large tranches of calendar items that were pulled into the privilege review. Lighthouse also ran a separate header-only privilege screen across and located a pattern in the privilege hits, which outside counsel confirmed were not privileged and removed from privilege review. AI-enabled Privilege QC : To minimize risk and increase efficiency of privilege review, Lighthouse deployed our advanced AI-technology, which uses multiple algorithms to analyze the text and metadata of documents, enabling highly accurate privilege predictions. First, it analyzed the entire review workspace and identified additional privileged documents that were not picked up by the conventional privileged screen approach. Then, the tool was utilized in privilege review QC workflows where it helped reviewers overturn first and second level privilege calls. Privilege logging application : Lighthouse also leveraged our privilege logging application to automate privilege log generation, saving outside counsel significant time and driving consistent work product in creating their privilege log. The Results Lighthouse forensic collection collected roughly 11.5M documents from more than 600 unique datasets and over 90 custodians, spanning M365 mailboxes, Teams data, OneDrive, and SharePoint sources. Lighthouse’s TAR 1.0 workflow then dramatically reduced the document population for privilege review, ultimately removing over 6M documents in full families from review, thereby delivering a savings of nearly $6.2M. The Lighthouse team’s detailed file analysis of non-TAR universe resulted in an additional 640K files removed from responsiveness review—encompassing close to a 90% reduction in the non-TAR review volume and delivering a savings of roughly $640K. Our email thread suppression process then removed another 1.1M documents from review (for a savings of $1.1M), while the Lighthouse proprietary chat tool removed over 63K Teams items and generated over 200K coherent transcript families from 1.3M individual messages. Law Firm Case Studycase-study; antitrust; ediscovery; tar; tar-predictive-coding; law-firm; hsr-second-requests; investigations; mergers; ai-and-analytics; ai-big-data; artificial-intelligence; ai; acquisitions; analytics; predictive-coding; prism; privilege; privilege-review; name-normalization; microsoft; emerging-data-sources; forensics; collectionsediscovery-review; ai-and-analytics; antitrust; chat-and-collaboration-data; client-successCase-Study, client-success, Antitrust, eDiscovery, TAR, TAR-Predictive-Coding, Law-Firm, HSR-Second-Requests, investigations, Mergers, ai-and-analytics, AI-Big-Data, artificial-intelligence, AI, Acquisitions, analytics, predictive-coding, Prism, privilege, privilege-review, name-normalization, microsoft, Emerging-Data-Sources, digital forensics, collections, ediscovery-review, ai-and-analytics, antitrust, chat-and-collaboration-data

Global Law Firm Partners with Lighthouse to Save Millions During Government Investigation

April 1, 2023
Case Study
Case-Study, client-success, Antitrust, eDiscovery, TAR, TAR-Predictive-Coding, Law-Firm, HSR-Second-Requests, investigations, Mergers, ai-and-analytics, AI-Big-Data, artificial-intelligence, AI, Acquisitions, analytics, predictive-coding, Prism, privilege, privilege-review, tech-industry, ediscovery-review, antitrust, ai-and-analytics
Cleary Gottlieb and Lighthouse save millions of dollars and thousands of hours in HSRs Second Request for Fortune 500 company. What They Needed A global Fortune 500 electronics company received an HSR Second Request from the Department of Justice (DOJ), with an extremely aggressive timeline to reach substantial compliance. They engaged Cleary Gottlieb (“Cleary”), a global technology-savvy and innovative law firm with extensive experience handling challenging Second Requests. After Cleary led negotiations with the DOJ to reduce the scope of the investigation, the client was faced with 3.3M documents to review—a significant subset of which included CJK language documents that would require expensive and time-consuming translation. To further complicate matters, the DOJ and Cleary remained engaged in ongoing scope negotiations, resulting in additional data being added throughout the project. Cleary knew that conventional TAR technology was not capable of evaluating a dataset with ever-changing review parameters. How Cleary and Lighthouse Did It CJ Mahoney, counsel and head of the eDiscovery and litigation technology group at Cleary, has extensive experience working on complex HSR Second Requests and has pioneered a number of different analytics-driven methods to reach substantial compliance in the past. Based on prior joint success in innovating new ways to use this technology to improve privilege analytics, CJ immediately saw the potential of Lighthouse’s proprietary AI technology for this challenge. Together, CJ and the Lighthouse data scientists developed a unique training workflow to achieve highly precise responsive prediction results on this challenging dataset. CJ secured the DOJ’s first-ever approval of this workflow with Lighthouse’s proprietary AI technology. Immediately after approval, responsive and privilege analysis and review began simultaneously, enabled by AI technology. For responsiveness, the teams utilized an active learning TAR workflow wherein subject matter experts reviewed a control set of randomly selected documents. After only a few training rounds, the system reached stability and began scoring the remaining dataset for responsiveness. A privilege classifier was built based on 20K previously confirmed privilege calls and applied to score all documents in the privilege workspace. The teams used a combination of the analytic results and privilege terms to identify potential privileged documents. All documents within this set that were scored as “highly likely to be privileged” were immediately routed to reviewers for review and privilege logging. Conversely, documents scored as “unlikely to be privileged” were removed from privilege review after Cleary’s attorneys verified the accuracy of the results using a random sample. Further, the teams used the privilege classifier to identify additional privilege documents that had not hit on privilege terms. As the timeline for substantial compliance approached, negotiations with DOJ regarding relevant timeframes and custodians continued, resulting in the near-constant addition and removal of documents from the dataset. The Lighthouse and Cleary teams managed the ever-changing dataset with ease using the Lighthouse technology and workflow developed by the teams. The Results Using a specialized TAR workflow leveraging advanced AI, the teams delivered highly accurate responsive classification, resulting in more than 500K (or more than 40%) fewer documents requiring further review and production to the DOJ, when compared to legacy TAR tools. By creating a smaller volume of documents requiring production, the amount of privilege and foreign language review was also lessened. For example, 120K fewer foreign language documents were included in the final responsive set compared to legacy TAR tool results. This reduction of review and translation saved approximately $1M alone. For the client, the smaller responsive set meant faster production turnaround times, lower overall costs, and risk mitigation through the decreased chance for inadvertent production of non-responsive documents. The Lighthouse and Cleary partnership resulted in the removal of 200K documents from privilege review beyond what could have been possible through conventional methods, leading to cost savings of $1.2M and time savings of 8K review hours. The team further mitigated risk to the client by identifying privilege documents that did not hit on standard privilege terms. The Cleary and Lighthouse partnership resulted in substantial compliance with the HSR Second Request, increased risk mitigation, faster document review, and remarkable savings for the client. Law Firm Case Studycase-study; antitrust; ediscovery; tar; tar-predictive-coding; law-firm; hsr-second-requests; investigations; mergers; ai-and-analytics; ai-big-data; artificial-intelligence; ai; acquisitions; analytics; predictive-coding; prism; privilege; privilege-review; tech-industryediscovery-review; antitrust; ai-and-analytics; client-success; lighting-the-path-to-better-ediscoveryCase-Study, client-success, Antitrust, eDiscovery, TAR, TAR-Predictive-Coding, Law-Firm, HSR-Second-Requests, investigations, Mergers, ai-and-analytics, AI-Big-Data, artificial-intelligence, AI, Acquisitions, analytics, predictive-coding, Prism, privilege, privilege-review, tech-industry, ediscovery-review, antitrust, ai-and-analytics

Saving Millions in a Demanding HSR Second Request

May 15, 2023
Case Study
Case-Study, client-success, AI, ai-and-analytics, analytics, artificial-intelligence, Big-Data, Corporation, Corporate, data-analytics, Data-Re-use, Data-Reuse, data-re-use, document-review, eDiscovery, litigation, Prism, privilege, privilege-review, PII, PHI, Pharma, ediscovery-review, ai-and-analytics
A global pharmaceutical company leverages Lighthouse's AI-powered analytics to reduce legal spending, increase efficiency, and decrease risk in their matters. Driving Value on Individual Matters The pharmaceutical company first came to Lighthouse for better, faster review for a single matter. Leveraging our unparalleled range of advanced analytics accelerators, our experienced review managers and expert consultants created a custom review workflow that significantly reduced data volume, expedited review, and increased the accuracy of data classification. Individual Matter Review Workflow and Metrics Driving Value Across All Matters Based on the results from the first matter and Lighthouse’s ability to attain even more review efficiency by connecting matters, the company sent additional matters to Lighthouse. Applying advanced AI across the company’s matters resulted in deeper matter insights and upleveled the accuracy of classification models in ways that that would be impossible on one single matter. As each new matter is added, Lighthouse AI identifies data that overlaps with past and concurrent matters. This has two impacts at the outset: 1) significant processing cost savings and unprecedented 2) early insights into new matters. These insights empower counsel to make more strategic, data-backed decisions from the start, leading to extraordinary downstream efficiencies and significantly reduced risk. For example, across five currently connected matters for the company, Lighthouse AI showed that: “Outside Counsel A” email domains were coded privileged over 95% of the time. Emails with a government email domain on the communication were coded privilege 15% of the time. 20K documents of Custodian B were collected and processed across multiple matters, but only 10 documents were ever actually reviewed. Custodian C’s documents were reviewed and produced across multiple matters, with a 0% privilege rate. Lighthouse AI-powered insights and connections supercharge the efficiency, accuracy, and consistency for each subsequent matter. Past attorney work product and metadata are used to reduce the need for eyes-on review and improve the consistency and accuracy of review for responsiveness, privilege, PII, confidentiality, redactions, and more. Driving Value into The Future The efficiency and risk mitigation benefits continue to grow for the pharmaceutical company with each new matter. A true big data technology, the more data Lighthouse advanced analytics ingests, the deeper and more nuanced its decision-making and insights become. Opportunities for data and attorney work product re-use will also grow with each new matter ingested, amplifying the company’s ROI into the future. Corporate Case Studycase-study; ai; ai-and-analytics; analytics; artificial-intelligence; big-data; corporation; corporate; data-analytics; data-re-use; data-reuse; document-review; ediscovery; litigation; prism; privilege; privilege-review; pii; phi; pharmaediscovery-review; ai-and-analytics; client-success; lighting-the-path-to-better-ediscoveryCase-Study, client-success, AI, ai-and-analytics, analytics, artificial-intelligence, Big-Data, Corporation, Corporate, data-analytics, Data-Re-use, Data-Reuse, data-re-use, document-review, eDiscovery, litigation, Prism, privilege, privilege-review, PII, PHI, Pharma, ediscovery-review, ai-and-analytics

Lighthouse AI and Analytics Drive Unprecedented Savings Across Multiple Matters

May 15, 2023
Case Study
Case-Study, client-success, Big-Data, Cloud-Migration, cloud, Cloud-Services, Corporate, Corporation, Emerging-Data-Sources, Information-Governance, eDiscovery, microsoft, Legacy-Data-Remediation, microsoft, risk-management, Record-Management, financial-services-industry, microsoft-365, information-governance
Lighthouse helps global British bank resolve critical risks during a major technology overhaul. Key Actions Microsoft referred Company to Lighthouse to address eDiscovery needs within Microsoft 365 (M365) Lighthouse assembled a team whose members had former expertise gained from stakeholder departments that were affected by the unresolved needs Key Results Compliance risks were successfully remediated using native M365 tools The Company used its new platform to avoid the need for add-on services or vendors What They Needed M365 Implementation Yields Data Risk Management As one of the nation’s largest financial institutions, the Company’s move to M365 required exceptional time and care—further complicating compliance requirements for record-keeping, data protection, and regulated conduct, and ultimately placing demands on M365 that created uncertainty of whether the platform could be resolved. The complex compliance requirements fueled an internal audit, revealing several risks related to the Company’s management of unstructured data, including its practices for retention, deletion, preservation, and protection of sensitive information. The Company asked Microsoft for help—and Microsoft referred the Company to Lighthouse. Tight Deadlines, Exceptional Solutions Lighthouse was tasked to explore whether M365’s native information governance (IG) and eDiscovery tools could address the risks identified in the audit. The team launched a series of workshops, interviews, and research tasks to: Educate stakeholders about M365’s native capabilities for records and information management (RIM) and IG Define stakeholders’ needs and current workflows regarding RIM and IG Analyze gaps in the current state Test and propose new workflows using native M365 tools Executives intensely monitored this project, as every identified risk was critical, so the pressure on the teams’ proposed workflows was tremendous—not to mention a tight 12-week timeline. Lighthouse prevailed, fielding a team of experienced peers with the Company stakeholders. Every business group—from records management to IT that were responsible for remediating risks—was paired with a Lighthouse consultant who had previously filled a similar role at a comparable institution. Our experts gained rapid credibility with each stakeholder group, and they ultimately accomplished a unified solution that was acceptable to all parties. Our solution succeeded in remediating all flagged risks using RIM and IG workflows within M365. It required the Company to upgrade its M365 licensing agreement from E3 to E5, but the company agreed that the added cost was more than worth it. In the end, Lighthouse achieved two key wins: 1) demonstrating to the Company that M365 could meet even the most stringent security and compliance needs, and 2) securing a new trusted partnership with the customer that has continued to develop. ‍ Corporate Case Studycase-study; big-data; cloud-migration; cloud; cloud-services; corporate; corporation; emerging-data-sources; information-governance; ediscovery; microsoft; legacy-data-remediation; risk-management; record-management; financial-services-industrymicrosoft-365; information-governance; client-success; lighting-the-path-to-better-information-governanceCase-Study, client-success, Big-Data, Cloud-Migration, cloud, Cloud-Services, Corporate, Corporation, Emerging-Data-Sources, Information-Governance, eDiscovery, microsoft, Legacy-Data-Remediation, microsoft, risk-management, Record-Management, financial-services-industry, microsoft-365, information-governance

Meeting Compliance Burden for Financial-Sector Giant

October 1, 2022
Case Study
Case-Study, Big-Data, Cloud-Migration, cloud, Cloud-Services, ccpa, Corporate, Corporation, Data-Privacy, data-protection, Emerging-Data-Sources, Information-Governance, eDiscovery, microsoft, gdpr, Legacy-Data-Remediation, Legal-Holds, microsoft, risk-management, insurance-industry, Record-Management, microsoft-365, data-privacy, information-governance
Lighthouse saves insurance giant millions of dollars during major technology upgrade. Key Actions Microsoft referred the Company to Lighthouse to resolve existing concerns from the Company’s IT and legal departments that were stifling their automation and transition process to Microsoft 365 (M365). Lighthouse held educational workshops on eDiscovery tools within M365, and devised a comprehensive plan for the compliance. Key Results Unblocked the M365 transition effort and enhanced the partnership between legal and IT. Compliance concerns were answered within M365, saving the company millions of dollars in retaining or updating legacy data management systems. What They Needed Legal Concerns Churn 11th Hour Nightmare for IT Department In 2017, a nationwide insurance giant initiated a transition from an on-premises Microsoft solution to a cloud-based M365 solution fueled by gain from cost, performance, and security improvements. Years later, and well past the intended launch date, the Company’s legal team suddenly halted the transition entirely due to concerns of M365’s eDiscovery capabilities, specifically, how M365 would handle the identification, preservation, and collection of email, instant messages, and files for the Company. The legal department insisted the company retain its custom-built archival solution until all compliance concerns were allayed. These demands put the IT department in an extremely tough spot after having already invested several years into the transition to M365. If forced to extend their aging, on-premises solution, the team would face substantial costs. To help unstick the implementation project, Microsoft suggested the Company engage Lighthouse to assist. Lighthouse immediately understood the legal team’s concerns and acted swiftly to address the Company’s insistence on exercising the transition to M365 with great caution, all while remaining vigilant of the Company’s receipt of hundreds of new legal matters monthly. The sensitive nature of data in this industry and the complex regulatory environment made the potential risk related to mismanagement very high. The process was intricate and complex, and required high-level integration to mitigate the significant risks that were specific to individual privacy regulations, such as the California Consumer Privacy Act (CCPA) and the European Union’s General Data Protection Regulation (GDPR). Hands-on Experience and High-touch Service Bridge the Gaps Lighthouse fielded a team of experts with direct experience in the same or similar roles as the various client stakeholders, ranging from IT to records management, corporate legal, and public affairs. This hand-selected team led a three-part process with their counterparts from the Company: Providing education on the eDiscovery aspects of M365 Analyzing current workflows and performance, and expressing their desired future state Devising a high-level design document for how relevant parties could conduct eDiscovery tasks in compliance with the requirements while using M365 The first two processes helped restore unity among stakeholders, while the design document delivered on the legal team’s concerns, including specified settings for a range of M365 applications and components, such as Exchange Online, SharePoint Online, OneDrive for Business, and Teams. The design document made room for process automation and/or custom workflows, as well as for third-party system integration (for compliance archive, legal hold, matter management, etc.). The initial project success led to a continuing relationship between the Company and Lighthouse, and over time Lighthouse has become a critical element in the Company’s ongoing M365 implementation and adoption journey helping them in charting a path forward. Corporate Case Studycase-study; big-data; cloud-migration; cloud; cloud-services; ccpa; corporate; corporation; data-privacy; data-protection; emerging-data-sources; information-governance; ediscovery; microsoft; gdpr; legacy-data-remediation; legal-holds; risk-management; insurance-industry; record-managementmicrosoft-365; data-privacy; information-governance; client-success; lighting-the-path-to-better-information-governanceCase-Study, Big-Data, Cloud-Migration, cloud, Cloud-Services, ccpa, Corporate, Corporation, Data-Privacy, data-protection, Emerging-Data-Sources, Information-Governance, eDiscovery, microsoft, gdpr, Legacy-Data-Remediation, Legal-Holds, microsoft, risk-management, insurance-industry, Record-Management, microsoft-365, data-privacy, information-governance

Gap Analysis Solution for IT and Legal Teams Transitioning to M365

June 1, 2023
Case Study
Big-Data, Case-Study, Cloud-Migration, cloud, Cloud-Services, Cloud-Security, Corporate, Corporation, Data-Privacy, Emerging-Data-Sources, Information-Governance, eDiscovery, microsoft, manufacturing-industry, risk-management, chat-and-collaboration-data, ediscovery-review, microsoft-365, data-privacy, information-governance
Lighthouse bridges internal gaps during technology overhaul and solves longstanding compliance issues for a German multinational healthcare manufacturer. Key Actions Lighthouse engaged company stakeholders in operational planning and received funding from Microsoft to devise and integrate a premium Microsoft 365 (M365) add-on to existing Purview Premium eDiscovery, which resolved an outstanding compliance need. Key Results The proof-of-concept achieved a zero-trust security model integrated with third-party software, and satisfied the barring of critical needs for the Company that centralized IT and legal departments after years of dysfunction. What They Needed Automating a transition to M365 commonly yields a clash between IT, legal, and compliance stakeholders if the decision to convert was spearheaded by IT and made without consulting legal and compliance teams. Typically, during planning or implementation of converting to M365, legal teams ask IT how the new platform will manage compliant and defensible processes, and if IT doesn’t have the answers, the project stalls. This was the situation facing a multinational manufacturing Company that engaged Lighthouse for help during the spring of 2020. At that time, the Company was several years into its M365 transition, and the legal teams’ requirements for adoption of native M365 compliance tools barred a complete transition. Pressure to adopt the tools escalated as M365 workloads for content creation, collaboration, and communication were already rolled out, creating an increasingly large and complex volume of data with significant degrees of risk. Lighthouse Responds to Need and Launches New Technology In partnership with Microsoft Consulting Services, Lighthouse organized a companywide M365 “reset,” hosting a three-day workshop to revamp the transition process and generate an official statement of work. The strategic goal was to streamline the stakeholders from litigation, technical infrastructure, cybersecurity, and forensics teams that previously failed to align. The workshop fielded critical topics geared to encourage constructive discussions between stakeholders and to strengthen departmental trust. The outcome of these discussions eventually enabled the company to move forward with critical compliance updates, including the collection and parsing of Microsoft Teams data, and the management of myriad files and email attachments. Lighthouse took stock of the current state, testing potential solutions, and arrived at a proof-of-concept for an eDiscovery Automation Solution (EAS) that augmented existing M365 capabilities to meet the legal team’s security requirements and remediate any performance gaps. Microsoft recognized the potential value of the EAS for the wider market, ultimately leading to Microsoft funding for the proof-of-concept. Inside the eDiscovery Automation Solution (EAS) Technology Azure-native web application designed to orchestrate the eDiscovery operations of an M365 subscriber through Purview Premium eDiscovery automation Maximized Microsoft Graph API “/Compliance/eDiscovery/” functions and other Microsoft API Simplified to Azure AD trust boundary, targeting the M365 tenant hosted within, and enabling full governance of identity and entitlement throughout Azure and M365 security features Benefits Achieved a zero-trust security model Authorized high-velocity, high-volume eDiscovery tasks without outside technology through automation and orchestration of existing M365 eDiscovery premium capabilities native to M365 Mobilized integration with third-party software included in the Company’s eDiscovery workflows Amplified workload visibility by automatically surfacing relevant Mailboxes, OneDrives, and other M365 group-based technologies dependent upon selected Custodians’ access Corporate Case Studybig-data; case-study; cloud-migration; cloud; cloud-services; cloud-security; corporate; corporation; data-privacy; emerging-data-sources; information-governance; ediscovery; microsoft; manufacturing-industry; risk-managementchat-and-collaboration-data; ediscovery-review; microsoft-365; data-privacy; information-governance; client-success; lighting-the-path-to-better-information-governanceBig-Data, Case-Study, Cloud-Migration, cloud, Cloud-Services, Cloud-Security, Corporate, Corporation, Data-Privacy, Emerging-Data-Sources, Information-Governance, eDiscovery, microsoft, manufacturing-industry, risk-management, chat-and-collaboration-data, ediscovery-review, microsoft-365, data-privacy, information-governance

Engineering a Customized M365 eDiscovery Premium Add-on

April 14, 2023
Case Study
Case-Study, client-success, Corporate, Corporation, -G-Suite, digital forensics, investigations, collections, fraud-detection, Red-Flag-Reporting, Departing-Onboarding-Employee, digital forensics
Lighthouse's forensics experts found hidden clues missed during an internal investigation, proving a departing employee was stealing company data. Lighthouse Key Results By quickly engaging Lighthouse forensics experts: The company stopped proprietary and sensitive information from being disseminated and used by competitors. The company’s law firm was able to quickly take action against the employee, preventing any further malfeasance or damage. Investigation Overview Week 1 Day 1 – 4 — Employee uploads company data onto a personal Google Drive account over the span of four days. ‍ Day 4 – 5 — An internal investigation concludes that all company data has been deleted from the employee’s personal data sources and no further action is needed. However, the company’s outside counsel calls in Lighthouse forensics experts to perform a separate investigation for affirmation. ‍ Day 6 — Lighthouse forensics experts find evidence missed during the company’s internal investigation, indicating that the laptop provided to internal investigators was a “decoy,” and that the employee had actually transferred the proprietary company data onto an as-of-yet undisclosed laptop. Week 2–4 Outside counsel uses Lighthouse’s findings to file a restraining order against the employee and elicit a confession wherein the employee admitted they had downloaded the proprietary data onto a secret laptop—owned by another business. Week 6 Lighthouse forensics team is provided access to the additional laptop and the employee’s private Google Drive account. Although there is no company data stored on the drive, the Lighthouse team dives deeper and immediately finds that the employee had restored the previously deleted company data back to their Google Drive account, transferred it the secret laptop, and then deleted it again from the Google Drive account. These findings enable outside counsel to take additional remediating actions. Suspicious Activity by a Departing Employee Raises Alarm Bells During routine internal departing employee analysis, a global company was alerted to the fact that an employee had uploaded more than 10K files containing sensitive proprietary data to a personal Google Drive account. The company immediately launched an internal investigation and engaged their outside counsel. Over the course of the internal investigation, the employee admitted they had uploaded company data to their Google Drive, and then used an external hard drive to transfer that data onto a personal laptop. However, the employee avowed that all company data had since been deleted—which the company’s IT team confirmed by examining all three data sources. However, due to the sensitivity of the data, outside counsel wanted additional reassurance that the employee was no longer concealing proprietary company data. The law firm had previously relied on Lighthouse forensics experts for similar investigations and knew that they could count on Lighthouse expertise to find any hidden clues that would point to additional hidden data. Finding the Forensic Breadcrumbs Week 1 The Lighthouse forensics team received access to forensic images of the employee’s personal laptop and external hard drive within one week of the first suspicious upload. The team immediately noticed that the employee’s data tracks conflicted with the timelines and statements provided by the employee during the company’s internal investigation. Key Evidence Found by Lighthouse Forensics Experts The external hard drive used to transfer company data had not been plugged in to the personal laptop during the relevant time frame. File paths identified on the external hard drive (which show the file locations where data was downloaded upon connection) did not match those on the personal laptop provided to internal investigators. This evidence led the Lighthouse team to conclude that the laptop provided by the employee was not the laptop used to download company data—and that a different laptop with the stored proprietary company data existed but had not been disclosed by the employee. Week 2–4 A Lighthouse forensics expert provided a sworn declaration explaining the evidence found during the examination of the employee’s personal devices. The company’s law firm used this declaration to file a restraining order to stop the employee from continuing to steal or disseminate proprietary data. The law firm also used Lighthouse’s findings to elicit a confession from the employee, admitting that they had been secretly working part-time for another business, and had transferred the company’s proprietary data onto a laptop provided to the employee by that business. Week 6 Within two weeks of the Lighthouse forensics expert’s sworn declaration, the Lighthouse team was provided access to the laptop owned by the other business, as well as the employee’s personal Google Drive account. Lighthouse’s inspection of the Google Drive did show that all company data had been deleted, as had been confirmed by internal investigators. However, Lighthouse immediately went deeper into the Google Drive and found conclusive evidence that the employee had subsequently “restored” the deleted proprietary data just a few days after the internal investigation ended, in an attempt to continue with the data theft. Key Evidence Found by Lighthouse Forensics Experts Despite the fact that no company data was stored on the employee’s personal Google Drive account at the time Lighthouse received access to it, Lighthouse forensics experts went above and beyond to do a deeper forensic dive into the user activity log, email account, and internet searches stored on the Google Drive. That deeper analysis showed that: Two days after the internal investigation ended, the employee began conducting numerous internet searches for ways to “restore” deleted files on Google Drive. Two weeks later, the employee emailed a private IT company asking for help restoring deleted Google Drive files. One day after sending that email, thousands of files were restored to the employee’s Google Drive. Those restored files were once again deleted a few days later. Before the restored files were re-deleted, the employee downloaded some of the files containing company data to the “secret” laptop owned by another business. Keeping a Lid on Pandora’s Box The evidence found by Lighthouse forensics experts after their initial examination of the employee’s personal devices enabled the company’s law firm to take legal action against the employee less than one month after the first suspicious data upload. Within one day of being provided access to the employee’s personal Google Drive account, Lighthouse forensics experts were able to find exactly how and where the stolen proprietary and sensitive data was hidden. This enabled the company to permanently prevent any dissemination of that proprietary and sensitive data to competitors. ‍ ‍ Corporate Case Studycase-study; corporate; corporation; g-suite; forensics; investigations; collections; fraud-detection; red-flag-reporting; departing-onboarding-employeedigital forensics; client-successCase-Study, client-success, Corporate, Corporation, -G-Suite, digital forensics, investigations, collections, fraud-detection, Red-Flag-Reporting, Departing-Onboarding-Employee, digital forensics

Lighthouse Finds the Hidden Forensic Evidence Other Teams Miss

October 7, 2022
Case Study
Case-Study, client-success, document-review, eDiscovery, fact-finding, KDI, key-document-identification, Law-Firm, HSR-Second-Requests, investigations, Mergers, Acquisitions, ediscovery-review, ai-and-analytics, antitrust
Lighthouse experts distilled crucial information from millions of produced documents for a client's legal strategy during a Department of Justice investigation. Key Actions Lighthouse created 35 deposition kits by conducting two large-scale data investigations—and addressing multiple ad-hoc emergency investigations in the process—on an initial production set of six million documents, identifying the 4,100 most relevant items. Lighthouse adhered to a complex delivery schedule so the case team had time to prepare for each deposition. ‍ Key Results Counsel was well-prepared for 35 depositions using the deposition kits delivered by Lighthouse. Instead of spending time and review cycles finding they evidence, they used the bandwidth they saved to hone their legal strategy. ‍ Responding to a Fast-Moving Government Investigation, with a Merger on the Line When two of the largest publishing companies in the country entered a merger deal, the Department of Justice (DOJ) reacted with a large anti-trust investigation. Pursuant to an HSR Second Request, the companies produced a combined six million documents to the DOJ. In response, the DOJ sought to depose 35 individuals within a few months’ time. This left outside counsel with just two months to prepare for the defense of a massive potential merger, including intensive preparation for all 35 depositions. To do so, they knew they would need to find every shred of relevant information hidden within those six million documents—as quickly as possible. Executing a Plan for Better Legal Strategy When the law firm reached out to Lighthouse for help, our agile search team of analytic, legal, and linguistic experts immediately got to work, consulting with counsel to understand the specifics of the investigation, as well as the case team’s initial strategy for response. Using this background, the Lighthouse team mapped out a information search plan leveraging advanced volume reduction technologies and linguistic search models, delivering: Comprehensive deposition kits for all 35 deponents. Each kit was scheduled to be delivered well ahead of the corresponding deposition date, and included summaries of Lighthouse experts’ findings and highlights of notable documents and facts, in order to give counsel adequate time to prepare for each deposition. Key and relevant documents related to the DOJ’s anti-trust concerns and outside counsel’s defense strategies. These documents, provided on a rolling timeline, were uncovered by conducting two large scale data investigations: one to find all documents related to determining which publishers participated in or won the auctions, and another to find all documents necessary to facilitate the creation of an all-encompassing book auction timeline. Given the legal and analytic expertise of our specialists, Lighthouse search results often uncovered new areas of importance for the case team. When the case team responded to this new information with urgent follow-up search requests (with results sometimes needed in 24 – 48 hours), our team also boosted efforts to provide the requested information. Powering Counsel with Knowledge—and Time By partnering with Lighthouse, the case team stayed focused on preparing for depositions and crafting a response to the DOJ’s concerns to the merger, instead of conducting database searches and reviewing irrelevant or redundant documents. In just two months, Lighthouse found and delivered the 4,100 documents the case team needed, out of an initial population of six million documents. This included creation and delivery of 35 deposition preparation kits, all documents related to the case team’s strategy for responding to the DOJ’s antitrust concerns (delivered on a rolling basis), and results of six ad hoc case team investigation requests. All deposition kit and derivative search deliveries met or exceeded counsel’s delivery deadline expectations. Law Firm Case Studycase-study; document-review; ediscovery; fact-finding; kdi; key-document-identification; law-firm; hsr-second-requests; investigations; mergers; acquisitionsediscovery-review; ai-and-analytics; antitrust; client-successCase-Study, client-success, document-review, eDiscovery, fact-finding, KDI, key-document-identification, Law-Firm, HSR-Second-Requests, investigations, Mergers, Acquisitions, ediscovery-review, ai-and-analytics, antitrust

Law Firm Equipped with 35 Deposition Kits, At or Before DOJ Deadlines, for Massive Antitrust Investigation

May 1, 2023
Case Study
Case-Study, client-success, document-review, eDiscovery, fact-finding, KDI, key-document-identification, Law-Firm, ai-and-analytics, analytics, ediscovery-review, ai-and-analytics
Lighthouse applies language models and human expertise to uncover critical evidence. What We Did Outside counsel for a large construction firm partnered with Lighthouse to identify key documents Lighthouse used its proven iterative process to reduce the review set Collaborative approach continuously incorporated counsel’s insights into model results Key Results 92,000 documents reduced to 871 Key handwritten reports identified using metadata Counsel freed to focus on most important documents Review completed within the 3-week deadline Piecing Together Contract History Without a Guide A large construction company facing a breach-of-contract suit retained outside counsel. Because personnel involved in the contract were no longer employed by the contractor, the law firm needed to reconstruct the agreement’s history based on related documents and communications. However, with just three weeks for review, a keyword search returned more than 90,000 items. The firm needed a way to identify the most critical documents rapidly and accurately. Iterating and Adapting to Unearth Critical Information The Lighthouse team applied advanced technology and review expertise to get the job done. Counsel provided Lighthouse with 15 topics relevant to contractual changes, such as cost, delays, and weather conditions. The team identified an initial set of documents using linguistic modeling. The law firm provided feedback to update the search models. The insights of the experienced attorneys directed the investigation, while Lighthouse people and technology accelerated the discovery of relevant information. As new topic areas emerged, Lighthouse adapted. They identified additional contractors involved in the dispute and concerns such as employee discontent and time-keeping accuracy. As the search proceeded, they captured important documents even though they were outside the original search parameters. Most importantly, Lighthouse used metadata to highlight relevant site incident reports, the contents of which were not searchable. The law firm could review salient reports in depth, discovering key information concerning the disputed contract. Ensuring Response Readiness Over four iterations, Lighthouse escalated 871 key documents related to 16 case themes, in addition to the handwritten incident reports. Lighthouse data retrieval experts highlighted key language in Relativity and coded and prioritized critical documents to expedite review. Using a powerful combination of linguistic models and case experience, Lighthouse shrank the unwieldy dataset to a manageable size and brought the most critical information to the forefront. Counsel could focus their resources on the most relevant data and maximize value for their client. By the end of the third week and final delivery, the attorneys were well-prepared for negotiations and litigation. Law Firm Case Studycase-study; document-review; ediscovery; fact-finding; kdi; key-document-identification; law-firm; ai-and-analytics; analyticsediscovery-review; ai-and-analytics; client-success; lighting-the-path-to-better-ediscoveryCase-Study, client-success, document-review, eDiscovery, fact-finding, KDI, key-document-identification, Law-Firm, ai-and-analytics, analytics, ediscovery-review, ai-and-analytics

Law Firm Reconstructs Contract History from 92,000 Documents in Three Weeks

February 1, 2023
Case Study
Antitrust, Case-Study, document-review, eDiscovery, fact-finding, KDI, key-document-identification, TAR, TAR-Predictive-Coding, Law-Firm, HSR-Second-Requests, investigations, Mergers, Acquisitions, ediscovery-review, ai-and-analytics, antitrust
Lighthouse proprietary, technology-enabled strategy for finding key documents gives counsel a strategic advantage in a challenging HSR Second Request. Key Results In just three weeks, the Lighthouse team found the 1K most important documents out of an initial data population of 19M documents. Lighthouse experts began flowing key documents to the case team just three days after the initial kickoff meeting. Lighthouse saved counsel at least a month’s worth of preparation time for witness interviews and defense planning by efficiently finding the most important documents. A Mountain of Data and a Short Timeline A global technology company and their two outside counsel teams needed to quickly prepare a winning defense in a high-stakes, time-sensitive, Department of Justice (DOJ) Hart-Scott-Rodino (HSR) Second Request. To do so, they would have to identify and review all potentially damaging (or alternatively, helpful) documents within an initial data population of 19M documents. Finding the most important documents within that massive data volume—in less than one month—presented a Herculean task. A Proprietary Solution for Finding the Most Important Documents Lighthouse’s technology-enabled search strategy is led by information retrieval experts with decades of industry experience, who utilize robust search technologies that support large data volumes beyond industry-standard tools. Together, this combination of cutting-edge technology and data expertise quickly surfaces critical documents, streamlining legal analysis and case preparation for case teams. Handing Over the Keys to a Strategic Defense With no time to lose, Lighthouse TAR and review experts were able to whittle down the 19M documents to just over 990K responsive documents for production to meet substantial compliance. Simultaneously, Lighthouse experts quickly got to work finding the most important documents for the case team. Rather than relying on keyword culling, the Lighthouse team analyzed the data population and leveraged proprietary algorithms to safely reduce the universe to documents that contained the unique content the case team needed. From there, a team of six data retrieval experts leveraged proprietary search technology and institutional knowledge of the client’s data, gleaned from working with the company in a managed services capacity, to find key documents that were critical to the case team. Our experts used an iterative process and had weekly meetings with the case team so that they could instantly integrate counsel and witness feedback throughout the project, which helped yield more accurate search results. With this process, the Lighthouse team began flowing key documents to the case team just three days after the initial kickoff meeting. Over the course of the next three weeks, the Lighthouse team provided a total 1K key documents (out of a 990K responsive documents) in eight rolling deliveries. By gaining immediate access to these documents and eliminating the need for time-consuming and costly manual review, Lighthouse saved the team at least a month’s worth of preparation time for witness interviews and defense preparation. Law Firm Case Studyantitrust; case-study; document-review; ediscovery; fact-finding; kdi; key-document-identification; tar; tar-predictive-coding; law-firm; hsr-second-requests; investigations; mergers; acquisitionsediscovery-review; ai-and-analytics; antitrust; client-successAntitrust, Case-Study, document-review, eDiscovery, fact-finding, KDI, key-document-identification, TAR, TAR-Predictive-Coding, Law-Firm, HSR-Second-Requests, investigations, Mergers, Acquisitions, ediscovery-review, ai-and-analytics, antitrust

Finding the Keys to a Strategic Defense in a Second Request

June 1, 2022
Case Study
Advisory-Services, Big-Data, Case-Study, collections, Corporate, Corporation, eDiscovery, digital forensics, Information-Governance, investigations, Pharma, privilege, privilege-review, Processing, Project-Management, TAR, TAR-Predictive-Coding, technology-assisted-review, ediscovery-review, digital forensics, ai-and-analytics, information-governance
Lighthouse partners with a rapidly expanding pharmaceutical company to streamline its eDiscovery workflow and meet obligations more efficiently. What They Needed A large pharmaceutical client received subpoenas from several regulators. The subpoenas covered multiple product lines, implicated 60 custodians, and virtually all the company’s email. The client’s IT group identified over 35TBs of data requiring collection, processing, and review. Complicating matters further, the company had only 60 days to respond, well outside its estimated time of nine months to complete the project. Faced with this near impossible timeline, the client looked to Lighthouse for support. How We Did It Relying on procedures outlined in a jointly developed eDiscovery Playbook, Lighthouse’s data collection and forensics experts worked closely with the client’s legal and IT groups to implement a defensible strategy that greatly reduced the amount of data requiring collection. Experts from Lighthouse’s Advisory Services group worked with the client to implement a legal hold and data retention policy, customized to the various subpoenas. Lighthouse provided a unified review database, allowing outside counsel (who was responding to separate subpoenas) to leverage each other’s work product, greatly reducing review costs and preventing the inadvertent production of privileged and other sensitive materials. The Results Our combined efforts reduced the originally estimated 35TBs of data requiring review to less than 3TBs. By greatly reducing the amount of data requiring processing and review, the client saved significant review costs and reduced the estimated project completion time from nine months to only four weeks. Review cost reductions were achieved by leveraging Lighthouse’s project management team as well as the company’s proprietary suite of technology-assisted review offerings. These, and other efficiencies discovered during the project, have been implemented in future matters, continuing to drive down costs and increase value. Corporate Case Studyadvisory-services; big-data; case-study; collections; corporate; corporation; ediscovery; forensics; information-governance; investigations; pharma; privilege; privilege-review; processing; project-management; tar; tar-predictive-coding; technology-assisted-reviewediscovery-review; digital forensics; ai-and-analytics; information-governance; client-successAdvisory-Services, Big-Data, Case-Study, collections, Corporate, Corporation, eDiscovery, digital forensics, Information-Governance, investigations, Pharma, privilege, privilege-review, Processing, Project-Management, TAR, TAR-Predictive-Coding, technology-assisted-review, ediscovery-review, digital forensics, ai-and-analytics, information-governance

Big Pharma Relies on Lighthouse to Manage Complex eDiscovery

January 15, 2023
Case Study
Case-Study, client-success, Corporate, Corporation, digital forensics, investigations, collections, fraud-detection, Red-Flag-Reporting, Departing-Onboarding-Employee, digital forensics
Lighthouse red flag report prevents proprietary data from being taken by departing employee. Key Actions A global company partnered with Lighthouse to create a proactive departing employee program to prevent data loss and theft. Lighthouse forensics experts prepared Red Flag Reports for every departing employee that fell within a specific category of employees. Each report outlined the risks associated with the departing employee based on a skilled forensic examination of their activity and data. Soon after implementing the program, a Lighthouse Red Flag Report alerted the company to suspicious activity by a departing employee indicating a high risk for data loss. Key Results Because of Lighthouse’s analysis and quick response, the company was able to: Prevent sensitive data from being disseminated outside the company. Avoid costly litigation associated with proprietary data loss. Reevaluate the departing employee’s severance package due to breach of contract, resulting in additional cost savings. ‍ What They Needed A global company was dealing with an increased risk of data loss and theft from departing employees. The company retains large volumes of proprietary data spread across their entire data landscape. Much of that data is also highly sensitive and would create a competitive disadvantage for the company if it were to end up in competitors’ hands. The company was also facing a higher volume of employee turnover—especially within roles that had access to the company’s most sensitive data (e.g., company executive and management roles). The company was concerned that these factors were creating a perfect storm for data theft and loss. They realized they needed a better system to catch instances of proprietary data loss before any data left the company. Company stakeholders reached out to Lighthouse because they knew our forensics team could help them build a proactive, repeatable solution for analyzing and reporting on departing employee activity. How We Did It Lighthouse forensics experts worked with the company to create a custom departing employee program for data loss prevention. With this program, Lighthouse experts prepared a Red Flag Report for every departing employee that fell within specified high-risk categories (e.g., employees above a specific seniority level, or employees that had access to highly sensitive company data, etc.). Each Red Flag Report was prepared by a Lighthouse forensics expert and summarized the data theft risk associated with the underlying employee. Every report contained: A high-level summary of the risk of data theft presented by the employee. A collection of attachments with highlights and comments by the Lighthouse forensics examiner (for example, a list of files stored in an employee’s personal cloud storage account, with an explanation of why that activity may indicate a higher risk of data theft). A forensic artifact categorization with associated risk ratings (e.g., if there were no suspicious search terms found during a scan of the employee’s Google search history, the examiner assigned that category a lower risk rating of “1”). Recommended next steps, with options for substantiating high-risk employee behavior. Reports were delivered to a cross-functional group of company stakeholders, including IT, human resources, and legal groups. The Results The Lighthouse program very quickly paid off for the company. Soon after initiation, Lighthouse escalated a Red Flag Report for a departing employee that showed a high risk of data loss. Specifically, the Lighthouse forensics examiner flagged that the employee had connected two different external thumb drives containing sensitive company data to their laptop. This activity was flagged by the Lighthouse forensics examiner as high risk because: The employee had already been directed by the company to return any device that had corporate data saved on it; and The employee had previously indicated that they didn’t have any devices to return. As soon as Lighthouse escalated the Red Flag Report, company stakeholders scheduled an interview with the employee. This interview resulted in the employee admitting that they had taken corporate data with them, via the two thumb drives. Because Lighthouse was able to quickly flag the employee’s suspicious activity, the company was able to retrieve the thumb drives before the proprietary data was disseminated to a competitor. The company was also able to reevaluate the employee’s severance package due to the breach of company policy, resulting in a significant cost saving. Even more importantly, the company now has a proven, proactive, and customized solution for preventing data loss and theft by departing employees—implemented by Lighthouse’s highly skilled forensics team. ‍ Corporate Case Studycase-study; corporate; corporation; forensics; investigations; collections; fraud-detection; red-flag-reporting; departing-onboarding-employeedigital forensics; client-successCase-Study, client-success, Corporate, Corporation, digital forensics, investigations, collections, fraud-detection, Red-Flag-Reporting, Departing-Onboarding-Employee, digital forensics

Lighthouse Secure IP On-Demand Services Prevent Proprietary Data Theft by Exiting Employee

April 1, 2023
Case Study
Case-Study, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, energy-industry, analytics, ediscovery-review
A leading energy company gained the flexibility to use self-service technology and full-service expertise as needed, reducing costs and optimizing outcomes. Key Actions A multinational energy company sought eDiscovery efficiency and scalability A seamless combination of self-service Lighthouse Spectra eDiscovery and full-service Lighthouse consulting enabled them to meet a wide range of needs Minor matters can be addressed with low-cost self-service tools A full-service Lighthouse team applies in-depth review expertise to complex matters Key Results $50,000 year-over-year cost reduction 100+ hours freed for matter-critical work Flexibility to meet varying matter requirements Training improved speed and accuracy of self-service eDiscovery What They Needed A multinational energy company wanted to stop relying on an expensive patchwork of third-party eDiscovery providers and adopt a unified, cost-effective strategy. It sought transparent pricing and self-service access to the latest technology, including Relativity and Brainspace. At the same time, it needed a consistent team of experienced eDiscovery and review experts for more in-depth needs. How We Did It Lighthouse listened closely as the company described its desire for greater scalability and efficiency. We proposed a seamless combination of self-service capabilities on the Lighthouse Spectra platform and a dedicated full-service team for complex matters. This proven, flexible approach minimizes cost for minor matters while ensuring available capacity and expertise for complex projects. The Lighthouse Spectra support team accelerated onboarding through technical assistance and training. After completing a proof of concept, the client immediately began ingesting matters into Spectra. At the same time, we assembled a dedicated full-service team to be ready when needed. The Results Using the intuitive, familiar Lighthouse Spectra experience—incorporating Relativity and Brainspace functionality—the client rapidly discovered and reviewed data for internal investigations, subpoenas, and other minor matters. They no longer needed to license and manage Relativity and Brainspace separately, benefitting from a predictable, fixed-fee pricing model that fits their budget and scales to meet their needs. The Lighthouse team simplified data processing and exception handling, freeing resources to focus on strategic aspects of a given matter. As soon as a case warranted, they could triage it to the full-service team directly from the Spectra workspace. The result is a more responsive, cost-effective eDiscovery strategy, saving the company hundreds of hours and almost $50,000. Corporate Case Studycase-study; corporate; corporation; ediscovery; self-service, spectra; spectra; energy-industry; analyticsediscovery-review; client-success; lighting-the-path-to-better-ediscoveryCase-Study, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, energy-industry, analytics, ediscovery-review

Energy Company Saves Hundreds of Hours with the Right Combination of Technology and Human Expertise

July 3, 2023
Case Study
Case-Study, Corporate, Corporation, eDiscovery, fact-finding, document-review, investigations, KDI, key-document-identification, keyword-search, tech-industry, analytics, ediscovery-review, ai-and-analytics
Lighthouse goes beyond linear review to help a global technology company make its case to the IRS. Key Actions Targeting critical case documents with Key Document Identification rather than performing linear review on the whole document set. Identifying key events that took place within specific hours, by applying advanced linguistic modelling to overcome challenges presented by multiple time zones and different time stamp formats within email traffic. Key Results 1.5 million total documents reduced to roughly 37,500. Results in 100-500% less time and at 90-240% lower cost than linear review. Building a Case for Tax-Exempt Lunches A global technology company was facing IRS scrutiny over the complementary lunches the company provided to staff. Full-time workers were comped the meals because, the company claimed, staff were required to respond to emergencies during lunch hours. The IRS was dubious of that claim and inclined to consider the lunches a taxable benefit. To prevent the meals from being taxed, the company needed to demonstrate to the IRS that, over a two-year period, at least 50% of employees at its San Francisco office had in fact responded to an emergency between the hours of 11 a.m. and 2 p.m. local time. For evidence, the company had 1.5 million documents—mostly emails—pertaining to about 1,000 employees. The company reached out to Lighthouse for help finding the best case-building documents within those 1.5 million. Lighthouse offered its Key Document Identification service. Rather than prioritize documents for linear review, the Lighthouse team promised to identify the most valuable and evidential documents—and do so in less time and at a lower cost. Hacking Through the Haystack The Lighthouse team eliminated less-valuable documents in stages. First, they used an advanced algorithm to remove junk and duplicative documents, reducing the document set to 943,000 (a 38% reduction). Among those, the team targeted San Francisco employee names and emails, which brought the total down to 484,000 (an additional 49% reduction). From here, the team employed nuanced, multi-layered linguistic search techniques to zero in on the most necessary and informative documents. Along the way, Lighthouse encountered a number of challenges that would have thwarted other search tools and teams. One of these was the knot of different time stamps attached to emails: the last in time email in every thread was converted to Coordinated Universal Time (UTC), while every previous email in the thread was stamped according to the local time zone of the sender. The Lighthouse team circumvented this by searching the emails’ metadata, which converted all times to UTC. Using this metadata, the team was able to search using a single timeframe (6 to 9 p.m. UTC, corresponding with 11 a.m. to 2 p.m. Pacific). Another challenge was looping together all emails stemming from the same incident, so that Lighthouse could provide the company with a complete account of each emergency response (and avoid counting a given emergency more than once). The team did this by flagging one email tied to a specific emergency and using proprietary threading technology to propagate that flagging to all other emails associated with that emergency. Finally, the Lighthouse team had to classify documents by level of emergency, to help the company build the strongest case. The emergency level of some documents was already classified, thanks to a system installed by the company toward the end of the two years under investigation. But for the majority of documents, it was unknown. Lighthouse was able to classify them using advanced search features of proprietary technology, which identified key terms like “time-sensitive” and other ways emergencies were referenced in the document population. Major Savings and Critical Insights In only two weeks, a two-person team delivered on Lighthouse’s promise to help the company gather evidence, shrink the document population, and save time and money. Had the company tried to build a case with linear review instead, it would have taken up to 5 times longer and cost up to twice as much. Of the 1.5 million total documents, Lighthouse escalated approximately 37,500 (2.5% of the original dataset). To help with case building, the team sorted documents into three tiers of descending priority: employees responding to high-level emergencies during the lunch hour, employees responding to any level of emergency during the lunch hour, and employees responding to high-level emergencies at any time in the day. The Lighthouse team also normalized the metadata for all documents to make it easy for company counsel to see which employees were involved in each document and thread. Across the three tiers: 78% of San Francisco employees were tied to at least one document 74% were tied to at least one non-propagated document (i.e., an email associated with a unique emergency) 68% were the sender of at least one non-propagated document This strongly suggested that more than 50% of employees actively responded to emergencies in the target timeframe and helped counsel hit the ground running in collecting the facts to prove it. Corporate Case Studycase-study; corporate; corporation; ediscovery; fact-finding; document-review; investigations; kdi; key-document-identification; keyword-search; tech-industry; analyticsediscovery-review; ai-and-analytics; client-successCase-Study, Corporate, Corporation, eDiscovery, fact-finding, document-review, investigations, KDI, key-document-identification, keyword-search, tech-industry, analytics, ediscovery-review, ai-and-analytics

Beyond Relevance: Finding Evidence in a Fraction of the Time

February 15, 2022
Case Study
Case-Study, client-success, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, analytics, Pharma, ai-and-analytics, analytics, Processing, ediscovery-review, ai-and-analytics
Spectra, Lighthouse's cloud-based eDiscovery software, saved a pharmaceutical company cost by managing eDiscovery for a third-party subpoena in-house. What They Needed Faced with yet another third-party subpoena, a large pharmaceutical company started to question how they could address these types of matters in a more cost-effective manner. Although sometimes larger in terms of data volume, these types of matters aren’t generally complex and commonly don’t require the expertise and oversight of an outside vendor to manage the eDiscovery process. This case, in particular, had a large data volume with a low dollar value, so the company wanted to explore options outside of the traditional vendor and outside counsel review and production process. How They Did It Lighthouse had been exploring the idea of Spectra, our cloud-based, user-driven eDiscovery solution, with this client for some time and this third-party subpoena seemed to be the perfect fit for their first run. Although the matter was a bit larger in nature, with over 150 GBs of email, it could easily be self-driven by the client’s in-house team of experts within the Spectra environment. To begin, the Spectra team onboarded the client’s team into the tool and provided training, documentation, and access. From there, the client kicked off the matter and uploaded all the documents into Nuix to be processed with the click of a button. Nuix then quickly processed this data and loaded the resulting documents into Relativity for review. Upon investigation of the resulting ~750K document set, the client decided that instead of taking the time to craft and test search terms to identify the potentially relevant files, they preferred to engage Lighthouse’s Focus Discovery team to further reduce and refine the files needing to be reviewed. As a first step, all documents were run through Brainspace to flag lesser included emails that could be removed from the review. Out of the 771,825 documents loaded to Relativity, 168,628 (or 22% of the population), were able to be removed from the review entirely. Next, the client sent Lighthouse’s Focus Discovery team a request for production as well as the subpoena to aid in the search term creation and optimization process. The Focus group worked with the client to create and then optimize the search terms until only ~5,000 hits (0.6% of promoted docs) were flagged for review. At this point, the client team was able to organize the review and review the documents to ensure privilege was considered. Finally, the ~250 relevant documents were produced inside of Spectra and delivered for service to the other side. ‍ The Results Overall, the client was not only able to save significant money on linear review due to a reduced data volume, but also on the traditional review process, as they did not have to outsource it and instead could run their matter in one easy-to-use solution, while accessing on-demand expertise of the Focus Discovery team. The experience thus far has been overwhelmingly positive and the client now has an easy-to-use, self-service solution for handling third-party subpoenas (and other similar matters) in a more cost-effective manner. ‍ ‍ Corporate Case Studycase-study; corporate; corporation; ediscovery; self-service, spectra; spectra; analytics; pharma; ai-and-analytics; processingediscovery-review; ai-and-analytics; client-successCase-Study, client-success, Corporate, Corporation, eDiscovery, self-service, spectra, Spectra, analytics, Pharma, ai-and-analytics, analytics, Processing, ediscovery-review, ai-and-analytics

Significant Cost Savings Achieved Through Lighthouse Spectra

April 5, 2024
eBook
Antitrust, Second Requests, HSR Second Request

Emerging Trends in Second Requests

December 15, 2023
eBook
Ai-and-analytics

AI Is All the Rage — But What’s the ROI in eDiscovery?

[h2] Not All AI is Created Equally The eDiscovery market is suddenly crowded with AI tools and platforms. It makes sense—AI is perfectly suited for the large datasets, rule-based analysis, and need for speed and efficiency that define modern document review. But not all AI tools are created equally—so how do you sort through the noise to find the solutions best fit for you? What’s most important? The latest, greatest tech or what’s tried and true? At the end of the day, those aren’t the most important questions to consider. Instead, here are three questions you need to answer right away: What is my goal? How Is AI uniquely suited to help me? What are the measures of success? These questions will help you look beyond the “made with AI” labels and find solutions that make a real difference on your work and bottom line. To get you started, here are 4 ways that our clients have seen AI add value in eDiscovery. [h2] AI in eDiscovery: 4 ways to measure ROI Document review accuracy Risk mitigation Speed to strategy and completion Cost of eDiscovery [h2] AI Improves Document Review Deliverables and Timelines Studies have shown that machine learning tools from a decade ago are at least as reliable as human reviewers—and today’s AI tools are even better. Lighthouse has proven this in real-world, head-to-head comparisons between our modern AI and other review tools (see examples below). Analytic tools built with AI, such as large language models (LLMs), do a better job of detecting privilege, personally identifiable information, confidential information, and junk data. This saves a wealth of time and trouble down the line, through fewer downstream tasks like privilege review, redactions, and foreign language translation. It also significantly lowers the odds of disclosing non-relevant but sensitive information that could fuel more litigation. [h3] Document review accuracy [tab 1: open] Comparison [tab 2: closed] Examples No/Old AI Modern AI Words evaluated individually, at face value Words evaluated in context, accounting for different usages/meanings Analysis limited to text Analysis includes text, metadata, and other data types Broad analysis pulls in irrelevant docs for review Variable efficacy, highly dependent on document richness and training docs Nuanced analysis pulls in fewer irrelevant docs for review Specific base models for each classification type leads to more accurate analytic results [tab 1: closed] Comparison [tab 2: open] Examples Lighthouse AI Results in Smaller, More Precise Responsive Sets* During review for a Hart-Scott-Rodino Second Request, counsel ran the same documents through 3 different TAR models (Lighthouse AI, Relativity, and Brainspace) with the same training documents and parameters. *Data shown is for 70% recall. 308K fewer documents than Relativity; ~94K fewer than Brainspace 89% precision, compared to 73% for Relativity and 83% for Brainspace Lighthouse AI Outperforms Priv Terms In a matter with 1.5 million documents, a client compared the efficacy of Lighthouse AI and privilege terms. The percentage of potential privilege identified by each method was measured against families withheld or redacted for privilege. 8% privilege search terms 53% Lighthouse AI [h2] AI Mitigates Risk Through Data Reuse and Trend Analysis The accuracy of AI is one way it lowers risk. Another way is by applying knowledge across matters: Once a document is classified for one matter, reviewers can see how it was coded previously and make the same classification in current and future matters. This makes it much less likely that you’ll produce sensitive and privileged information to investigators and opposing counsel. Additionally, AI analytics are accessible in a dashboard view of an organization’s entire legal portfolio, helping teams identify risk trends they wouldn’t see otherwise. For example, analytics might show a higher incidence of litigation across certain custodians or a trend of outdated material stored in certain data sources. [h3] Risk mitigation [tab 1: open] Comparison [tab 2: closed] Examples No/Old AI Modern AI Search terms miss too many priv and sensitive docs Search terms cannot show historical coding Nuanced search finds more priv and sensitive docs Historical coding insights help reviewers with consistency Docs may be coded differently across matters, increasing risk of producing sensitive or priv docs Coding can be reused, increasing consistency and lowering risk QC relies on the same type of analysis as initial review (i.e., more humans) QC bolstered by statistical analysis; discrepancies between AI and attorney judgments indicate a need for more scrutiny [tab 1: closed] Comparison [tab 2: open] Examples Lighthouse AI Powers Consistency in Privilege Review A global pharmaceutical company asked Lighthouse to use advanced AI analytics on a group of related matters. This enabled the company to reuse a total of 26K previous privilege coding decisions, avoiding inadvertent disclosures and heading off potential challenges from opposing counsel. Reused priv coding Case A 4,300 Case B 6,080 Case C 970 Case D 4,100 Case E 11,000 [h2] AI Empowers with Early Insights and Faster Workflows Enhancements in AI technology in recent years have led to tools that work faster even when dealing with large datasets. They provide a clearer view of matters at an earlier stage in the game, so you can make more informed legal and strategy decisions right from the outset. They also get you to the end of document review more quickly, so you can avoid last-minute sprints and spend more time building your case. [h3] Speed to strategy and completion [tab 1: open] Comparison [tab 2: closed] Examples No/Old AI Modern AI Earliest insights emerge weeks to months into doc review Initial insights available within days for faster case assessment and data-backed case strategy Responsive review and priv review must happen in sequence Responsive review and priv review can happen simultaneously Responsive model goes back to start if the dataset changes Responsive models adapt to dataset changes False negatives lead to surprises in later stages No surprises QC spends more time managing review and checking work QC has more time to assess the substance of docs Review drags on for months Review completed in less time [tab 1: closed] Comparison [tab 2: open] Examples Lighthouse AI Crushes CAL for Early Insights Case planning and strategy hinge on how soon you can assess responsiveness and privilege. Standard workflows for advanced AI from Lighthouse are orders of magnitude faster than traditional CAL models. Dataset: 2M docs Building the responsive set Detecting sensitive info CAL & Regex 8 weeks 8+ weeks Lighthouse AI 15 days including 2 wks to train and 24 hrs to produce probability assessments (highly likely, highly unlikely, etc.) 24 hrs for arrival of first probability assessments [h2] AI Lowers eDiscovery Spend The accuracy, risk mitigation, and speed of advanced AI tools and analytics add up to less eyes-on review, faster timelines, and lower overall costs. [h3] Cost of eDiscovery [tab 1: open] Comparison [tab 2: closed] Examples No/Old AI Modern AI Excessive eyes-on review requires more attorneys and higher costs Eyes-on review can be strategically limited and assigned based on data that requires human decision making Doc review starts fresh with each matter Doc review informed and reduced by past decisions and insights Lower accuracy of analytics means more downstream review and associated costs Higher accuracy decreases downstream review and associated costs ROI limited by document thresholds and capacity for structured data only ROI enhanced by capacity for an astronomical number of datapoints across structured and unstructured data [tab 1: closed] Comparison [tab 2: open] Examples Lighthouse AI Trims $1M Off Privilege Review Costs In a recent matter, Lighthouse’s AI analytics rated 208K documents from the responsive set “highly unlikely” to be privileged. Rather than verify via eyes-on review, counsel opted to forward these docs directly to QC and production. In QC, reviewers agreed with Lighthouse AI’s assessment 99.1% of the time. 208K docs removed from priv review = $1.24M savings* *Based on human review at a rate of 25 docs/hr and $150/hr per reviewer. Lighthouse AI Significantly Reduces Eyes-On Review The superior accuracy of Lighthouse AI helped outside counsel reduce eyes-on review by identifying a smaller responsive set, removing thousands of irrelevant foreign-language documents, and targeting privilege docs more precisely. In terms of privilege, using AI instead of privilege terms avoided 18K additional hours of review. “My team saved the client $4 million in document review and translation costs vs. what we would have spent had we used Brainspace or Relativity Analytics.” —Head of eDiscovery innovation, Am Law 100 firm [h2] Finding the Right AI for the Job We hope this clarifies how AI can make a material difference in areas that matter most to you—as long as it’s the right AI. How can you tell whether an AI solution can help you accomplish your goals? Look for key attributes like: Large language models (LLMs) – LLMs are what enable the nuanced, context-conscious searches that make modern AI so accurate. Predictive AI – This is a type of LLM that makes predictions about responsiveness, privilege, and other classifications. Deep learning – This is the latest iteration of how AI gets smarter with use; it’s far more sophisticated than machine learning, which is an earlier iteration still used by many tools on the market. If you find AI terminology confusing, you’re not alone. Check out this infographic that provides simple, practical explanations. And for more information about AI designed with ROI in mind, visit our AI and analytics page below.
October 27, 2023
eBook
ai-and-analytics, edisovery-review

AI for eDiscovery: Terminology to Know

Everybody’s talking about AI. To help you follow the conversation, here’s a down-to-earth guide to the AI terms and concepts with the most immediate impact on document review and eDiscovery. Predictive AI. AI that predicts what is true now or in the future. Give predictive AI lots of data—about the weather, human illness, the shows people choose to stream—and it will make predictions about what else might be true or might happen next. These predictions are weighted by probability, which means predictive AI is concerned with the precision of its output. In eDiscovery: available now Tools with predictive AI use data from training sets and past matters to predict whether new documents fit the criteria for responsiveness, privilege, PII, and other classifications. Generative AI AI that generates new content based on examples of existing content ChatGPT is a famous example. It was trained on massive amounts of written content on the internet. When you ask it a question, you’re asking it to generate more written content. When it answers, it isn’t considering facts. It’s lining up words that it calculates will fulfill the request, without concern for precision. In eDiscovery: still emerging So far, we have seen chatbots enter the market. Eventually it may take many forms, such as creating a first draft of eDiscovery deliverables based on commands or prior inputs. Predictive AI and Generative AI are types of Large Language Models (LLMs) AI that analyzes language in the ways people actually use it LLMs treat words as interconnected pieces of data whose meaning changes depending on the context. For example, an LLM recognizes that “train” means something different in the phrases “I have a train to catch” and “I need to train for the marathon.” In eDiscovery: available but not universal Many document review tools and platforms use older forms of AI that aren’t built with LLMs. As a result, they miss the nuances of language and view every instance of a word like “train” equally. Ask an expert: Karl Sobylak, Director of Product Management, AI, Lighthouse What about “hallucinations”? This is a term for when generative AI produces written content that is false or nonsensical. The content may be grammatically correct, and the AI appears confident in what it’s saying. But the facts are all wrong. This can be humorous—but also quite damaging in legal scenarios. Luckily, we can control and safeguard against this. Where defensibility is concerned, we can ensure that AI models provide the same solution every time. At Lighthouse, we always pair technology with skilled experts, who deploy QC workflows to ensure precision and high-quality work product. What does this have to do with machine learning? Machine learning is the older form of AI used by traditional TAR models and many review tools that claim to use AI. These aren’t built with LLMs, so they miss the nuance of language and view words at face value. How does that compare to deep learning? Deep learning is the stage of AI that evolved out of machine learning. It’s much more sophisticated, drawing many more connections between data. Deep learning is what enables the multilayered analysis we see in LLMs.
September 21, 2023
Whitepaper
ediscovery-review, ai-and-analytics, document review

Analyzing the Real-World Applications and Value of AI for eDiscovery

September 6, 2023
eBook
ediscovery-review, ai-and-analytics, document review

How AI Advancements Can Revolutionize Document Review

September 15, 2021
Whitepaper
TAR, Advanced AI, HSR Second Requests, Big data

TAR + Advanced AI: The Future Is Now

April 12, 2023
Whitepaper
ediscovery-review, data-privacy, modern-data, big-data, analytics

The Challenge with Big Data

October 14, 2021
eBook

Self-Service eDiscovery Buying Guide

May 18, 2022
eBook

Purchasing AI for eDiscovery - New, Now, and Next

November 23, 2022
eBook

eDiscovery Software Assessment Toolkit

June 16, 2022
eBook

eDiscovery Advancements Meet the Unique Challenges of Second Requests

November 1, 2021
eBook

2021 HSR Second Request Trends Report

May 1, 2023
eBook

Is Repeated Review Always Necessary?

September 29, 2023
Podcast
chat and collaboration data, information governance, Microsoft 365

The Great Link Debate and the Future of Cloud Collaboration

Michael Blank, Corporate Counsel ‚Äì eDiscovery, at DISH, and Lisa Lukaszewski, counsel at Gunster, discuss how the issues with hyperlinks and collaboration data continue to transform., Links, modern attachments, shared documents‚Äîthe descriptors for files exchanged through email and collaboration platforms continue to grow with no clear consensus on what to call them or how exactly to handle them. Despite their wide use, why are they a persistent challenge for eDiscovery and data governance teams? Beyond semantics, links and attachments raise bigger questions about how to manage collaboration data as it proliferates in the evolving workplace. Michael Blank , Corporate Counsel ‚Äì eDiscovery , at DISH, and Lisa Lukaszewski , Of Counsel at Gunster, join Law & Candor to discuss how the issues with links and collaboration data continue to transform‚Äîincluding changes to ESI protocols‚Äîhow recent legal decisions are contributing to the debate, and best practices for tackling these persistent challenges.  This episode‚Äôs sighing of radical brilliance: ‚Äú Carmakers are failing the privacy test. Owners have little or no control over data collected ,‚Äù Frank Bajak, AP, September 6, 2023. Learn more about the show and our speakers on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and Twitter . , chat-and-collaboration-data; information-governance, chat and collaboration data, information governance, Microsoft 365, big-data; compliance; corporate; emerging-data-sources; g-suite; information-governance; microsoft; podcast; preservation; legal-holds
September 29, 2023
Podcast
AI, analytics, eDiscovery, Review, information governance, generative AI, PHI, PII, healthcare, HIPAA, podcast

Generative AI and Healthcare: A New Legal Landscape

Lighthouse welcomes Ty Dedmon, Partner and lead of Bradley’s healthcare litigation team, to assess how generative AI is impacting litigation and what we can do to minimize the risk., Although the novel and often comical uses of generative AI have captured more recent headlines—think philosophical conversations with a chatbot or essays written in seconds using AI—there are big changes happening across sectors of the economy thanks to adoption of new tools and programs, including the legal and healthcare spaces. Recent case law and legislation highlights the new landscape emerging in healthcare litigation with potential long-term implications. Lighthouse welcomes Ty Dedmon , Partner at Bradley who leads their healthcare litigation team, to assess how generative AI is impacting litigation and what we can do to prepare, and to share advice on leverage AI innovation while minimizing the risk. This episode’s sighing of radical brilliance: “ Top AI companies agree to work together toward transparency and safety ,” Kevin Collier, NBCNews , July 21, 2023. Learn more about the show and our speakers on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and Twitter . , ai-and-analytics; ediscovery-review; information-governance, AI, analytics, eDiscovery, Review, information governance, generative AI, PHI, PII, healthcare, HIPAA, podcast, ai-and-analytics; analytics; artificial-intelligence; compliance; data-privacy; healthcare; healthcare-litigation; hipaa-phi; phi; pii; podcast; regulation
September 29, 2023
Podcast
eDiscovery, Review,

Why Your eDiscovery Program and Technology Need Scalability

Lighthouse’s Brooks Thompson, Executive Director of Spectra, provides use cases for scaling and diversifying your eDiscovery platform and technology., As the demands of modern data, litigation, investigations, and data privacy continue to grow in scale and complexity, solutions for them need to adapt accordingly. Although there is a lot of noise around the latest generative AI promises or capabilities for eDiscovery, often legal teams and counsel merely need solutions that can effectively scale to their matters at hand. Deploying platforms or technology intended only for larger or more specific matters can be cumbersome and drain resources, leaving teams ill equipped for the variety of projects they encounter. Lighthouse’s Brooks Thompson , Executive Director of Spectra Operations and Support, joins the podcast to provide some practical advice and use cases for scaling and diversifying your eDiscovery platform and technology to make them more comprehensive. This episode’s sighing of radical brilliance: “ Why Companies Can — and Should — Recommit to DEI in the Wake of the SCOTUS Decision , ”Tina Opie and Ella F. Washington, Harvard Business Review , July 27, 2023. Learn more about the show and our speakers on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and Twitter . , ediscovery-review, eDiscovery, Review, , ediscovery; ediscovery-process; analytics; big-data; ai-and-analytics
September 29, 2023
Podcast
antitrust, AI, analytics, HSR, antitrust, FTC, DOJ, M&A

What You Need to Know About the New FTC and DOJ HSR Changes

Brian Rafkin, counsel in Akin‚Äôs antitrust and competition practice, joins to examine the HSR rules and share advice for utilizing AI and workflows to manage increased scrutiny., <iframe height="200px" width="100%" frameborder="no" scrolling="no" seamless src="https://player.simplecast.com/f0b5195e-f4b6-4f49-a2ca-4d7aa3638bc2?dark=true"></iframe> ‚Äç Continuing a more aggressive posture toward corporate mergers, the Department of Justice and Federal Trade Commission recently announced new HSR rules that dramatically change and expand the amount and type of information that needs to be submitted with HSR filings. How will this impact future M&A activity and Second Requests? Brian Rafkin , counsel in Akin‚Äôs antitrust and competition practice, joins the podcast to examine the new HSR rules and their potential implications. He also shares best practices for utilizing technology and workflows to manage increased scrutiny and pressure on deals.  This episode‚Äôs sighing of radical brilliance: ‚Äú United States takes on Google in biggest tech monopoly trial of 21st century ,‚Äù Dara Kerr, NPR, September 12, 2023. Learn more about the show and our speakers on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and Twitter . , antitrust; ai-and-analytics, antitrust, AI, analytics, HSR, antitrust, FTC, DOJ, M&A, ai-and-analytics; antitrust; artificial-intelligence; biden-administration; document-review; hsr-second-requests; mergers; regulation
September 29, 2023
Podcast
legal operations, eDiscovery, Review

The Power of Three: Maximizing Success with Law Firms, Corporate Counsel, and Legal Technology

Law & Candor welcomes Michael Bohner, Managing Discovery Attorney at Cleary, and Justin Van Alstyne, Head of Discovery and Information Governance at T-Mobile, to explore the practical aspects of this partnership, including balancing responsibilities, employing technology, and building relationships., In demanding and highly contentious litigation or investigations it can often feel like it‚Äôs every person for themselves without much room for partnership. However, this is a lost opportunity. The relationship between the strong trio of corporate counsel, law firms, and legal technology providers is often an unacknowledged key to overcoming critical challenges. By sharing key information, balancing workloads, and building on each other‚Äôs expertise, these partners can work together to solve modern data challenges and the toughest matters. Law & Candor welcomes Michael Bohner , Managing Discovery Attorney at Cleary, and Justin Van Alstyne , Head of Discovery and Information Governance at T-Mobile, to explore the practical aspects of this partnership, including balancing responsibilities, employing technology, and building relationships. This episode‚Äôs sighing of radical brilliance: ‚Äú Meet Aleph Alpha, Europe‚Äôs Answer to Open AI ,‚Äù Morgan Meaker, Wired, August 30, 2023.   Learn more about the show and our speakers on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and Twitter . , legal-operations; ediscovery-review, legal operations, eDiscovery, Review, corporate-legal-ops; ediscovery; law-firm; legal-ops; legal; corporate; ediscovery-process
March 29, 2023
Podcast
information-governance, data-privacy, microsoft-365

Prioritizing Information Governance and Risk Strategy for a Dynamic Economic Climate

Lica Patterson, Senior Director of Global Advisory Services at Lighthouse, discusses how assessing short and long-term risk can inform a more strategic information governance program.,   As we continue to grapple with a strange and unpredictable economic environment, establishing your legal and information governance priorities can be daunting. While directing investment and energy into the most urgent matters is a reflex during a down economy, neglecting more long-term data issues and risk can be detrimental. How do you balance these interests with already strapped resources? Lica Patterson , Senior Director of Global Advisory Services at Lighthouse, joins the podcast to discuss how assessing short and long-term risk can inform a more strategic information governance program. She also shares how the right technology and teams contribute to accomplishing goals and evolving your program. This episode's sighting of radical brilliance:  3 trends will shape the future of work, according to Microsoft‚Äôs CEO , World Economic Forum,  February 10, 2023. If you enjoyed the show, learn more about our speakers and subscribe on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and  Twitter .   , information-governance; data-privacy; microsoft-365, information-governance, data-privacy, microsoft-365, emerging-data-sources; legal-holds; podcast; record-management; risk-management
December 15, 2022
Podcast
podcast, mental health, diversity-equity-and-inclusion,

Legal’s Mental Health Imperative

Amy Sellars, Senior Legal Counsel at CBRE, joins Law & Candor to discuss some of the contributors to mental health challenges in the legal industry and some practical approaches to remedy them., To kick off the episode, Bill and Paige discuss a piece from Law.com that looks at a recent surge in diverse, female general counsels . Next, they welcome Amy Sellars , Senior Legal Counsel, eDiscovery Operations, at CBRE, for an important conversation about the mental health crisis in the legal industry. They discuss some of the drivers of mental health challenges and what can be done at an individual and industry level to help. They explore a variety of questions, including: How has the pandemic or other factors contributed to greater challenges with mental health we‚Äôve read about? Improving mental health is a challenge we‚Äôve seen many industries grapple with recently. Are there unique challenges in legal and eDiscovery that have contributed to the epidemic we‚Äôre seeing today? While we‚Äôve heard about ways to personally manage stress, there are also some structural issues at play. What are some strategies or approaches you‚Äôve seen to help improve work/life balance or how work is allocated? As an industry, how can we continue this conversation and keep advancing initiatives to improve mental health and well being for everyone? If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us wherever you get your podcasts, and join in the conversation on  Twitter .  , diversity-equity-and-inclusion, podcast, mental health, diversity-equity-and-inclusion,, podcast; mental-health
March 29, 2023
Podcast
collections, review, emerging data sources, podcast, production, chat-and-collaboration-data, ediscovery-review

The Chat Effect: Improving eDiscovery Workflows for Modern Collaboration Data

Law & Candor welcomes Vanessa Quaciari, Senior eDiscovery Counsel at Baker Botts, to discuss improvements in collection, review, and production that can help you manage collaboration data.,   We are all participating in the unprecedented evolution of workplace communication. From virtually editing a shared document, to ‚Äúliking‚Äù a chat message, to responding to a colleague with an emoji during a video call‚Äîmost employees in a modern work environment are actively (and often unknowingly) creating large volumes of collaboration data. For the legal and eDiscovery professions, the speed of this innovation has necessitated parallel rapid advancements in technology and new approaches to workflows to stay ahead of the complexity and scale of chat and collaboration data. Law & Candor welcomes Vanessa Quaciari , Senior eDiscovery Counsel at Baker Botts, to discuss improvements in collection, review, and production that can help you manage collaboration data and scale your approach as the evolution continues. This episode's sighting of radical brilliance: ChatGPT If you enjoyed the show, learn more about our speakers and subscribe on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and  Twitter .  , chat-and-collaboration-data; ediscovery-review, collections, review, emerging data sources, podcast, production, chat-and-collaboration-data, ediscovery-review, collections; review; emerging-data-sources; podcast; production
March 29, 2023
Podcast
review, ai/big data, podcast, managed review, ai-and-analytics, legal-operations

Optimizing Review with Your Legal Team, AI, and a Tech-Forward Mindset

Lighthouse‚Äôs Mary Newman, Executive Director of Managed Review, joins the podcast to explore how adopting a technology-forward mindset can provide better results for document review teams.,   To keep up with the big data challenges in modern review, adopting a technology-enabled approach is critical. Modern technology like AI can help case teams defensibly cull datasets and gain unprecedented early insight into their data. But if downstream document review teams are unable to optimize technology within their workflows and review tasks, many of the early benefits gained by technology can quickly be lost. Lighthouse‚Äôs Mary Newman , Executive Director of Managed Review, joins the podcast to explore how document review teams that adopt a technology-forward mindset can provide better review results now and in the future. This episode's sighting of radical brilliance: An A.I. Pioneer on What We Should Really Fear , New York Times,  December 21, 2022.  If you enjoyed the show, learn more about our speakers and subscribe on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and  Twitter .  , ai-and-analytics; legal-operations; lighting-the-way-for-review; lighting-the-path-to-better-review; lighting-the-path-to-better-ediscovery, review, ai/big data, podcast, managed review, ai-and-analytics, legal-operations, review; ai-big-data; podcast; managed-review
March 29, 2023
Podcast
podcast, data reuse, document review, chat-and-collaboration-data, ediscovery-review

Why Your Data is Key to Reducing Risk and Increasing Efficiency During Investigations and Litigation

Cassie Blum, Senior Director of Review Consulting at Lighthouse, discusses how to implement a data reuse strategy, including what technology and workflows can optimize its success.,   Handling large volumes of data during an investigation or litigation can be anxiety-inducing for legal teams. Corporate datasets can become a minefield of sensitive, privileged, and proprietary information that legal teams must identify as quickly as possible in order to mitigate risk. Ironically, corporate data also provides a key to speeding up and improving this process. By reusing metadata and work product from past matters in combination with advanced analytics, organizations can significantly reduce risk and increase efficiency during the review process. Law & Candor welcomes Cassie Blum , Senior Director of Review Consulting at Lighthouse, to discuss how to implement this data strategy, including what technology and workflows can optimize its success. This episode's sighting of radical brilliance:  7 Ways to be a more inclusive colleague ,  Fast Company , February 24, 2023. If you enjoyed the show, learn more about our speakers and subscribe on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and  Twitter . , chat-and-collaboration-data; ediscovery-review; lighting-the-path-to-better-ediscovery, podcast, data reuse, document review, chat-and-collaboration-data, ediscovery-review, podcast; data-reuse; document-review
December 15, 2022
Podcast
review, data-re-use, ai/big data, podcast, ai-and-analytics, ediscovery-review

Review Analytics for a New Era

Law & Candor welcomes Kara Ricupero, Associate General Counsel at eBay, for a conversation about how analytics and reimagining review can help solve data challenges and advance business imperatives., In episode two, we introduce our new co-host Paige Hunt , Vice President of Global Discovery Solutions at Lighthouse, who will be joining Bill Mariano as our guide through the legal technology revolution. In their first Sighting of Radical Brilliance together they chat about an article in Wired that explores the rise of the AI meme machine, DALL-E Mini . Then, Paige and Bill interview Kara Ricupero , Associate General Counsel and Head of Global Information Governance, eDiscovery, and Legal Analytics at eBay. They explore how a dynamic combination of new technology and human expertise is helping to usher in new approaches to review and analytics that can help tackle modern data challenges. Other questions they dive into, include: How did you identify the kind of advanced technology needed for modern data challenges?   Partnering with the right people and experts across the business to utilize technology and insights seems to be a big part of the equation. How did you work with other stakeholders to leverage analytics?  With new analytics and intelligence, has it changed how you approach review on matters or other processes? How do you think utilizing analytics will evolve as data and review continue to change? What kinds of problems do you think it can help solve?  If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , listen and rate the show wherever you get your podcasts, and join in the conversation on  Twitter .  , ai-and-analytics; ediscovery-review; lighting-the-way-for-review; lighting-the-path-to-better-review; lighting-the-path-to-better-ediscovery, review, data-re-use, ai/big data, podcast, ai-and-analytics, ediscovery-review, review; data-re-use; ai-big-data; podcast
March 29, 2023
Podcast
microsoft, emerging data sources, podcast, record management, microsoft-365, chat-and-collaboration-data

Everything Dynamic Everywhere: Managing a More Collaborative Microsoft 365

Emily Dimond, Managing Senior Counsel, eDiscovery, at PNC Bank, shares practical strategies for managing updates in Microsoft 365 and how to develop an agile governance program.,   Collaborative technology‚Äîgreat for employee productivity but often challenging for legal and IT departments. Balancing the risk and reward requires a deep understanding of ever evolving updates while proactively managing those changes. As organizations adopt cloud-based enterprise software like Microsoft 365, previous change management and governance approaches are often no longer sufficient. Emily Dimond , Managing Senior Counsel, eDiscovery, at PNC Bank, shares practical strategies for managing updates in M365, including recent changes to transcripts and loop components, and how to develop a strong governance program equipped for today‚Äôs dynamic landscape.  This episode's sighting of radical brilliance:  Where is Tech Going in 2023? Harvard Business Review,  January 26, 2023. If you enjoyed the show, learn more about our speakers and subscribe on lawandcandor.com , rate us wherever you get your podcasts, and join in the conversation on LinkedIn and  Twitter .  , microsoft-365; chat-and-collaboration-data; lighting-the-path-to-better-information-governance, microsoft, emerging data sources, podcast, record management, microsoft-365, chat-and-collaboration-data, microsoft; emerging-data-sources; podcast; record-management
March 31, 2022
Podcast
cloud migration, legacy data remediation, legal holds, podcast, record management, preservation, risk management, data-privacy, chat-and-collaboration-data, microsoft-365,

Spring Cleaning for Legal Teams: The Cloud and Defensible Deletion of Data

Law & Candor welcomes Erika Namnath of Lighthouse to discuss new challenges with data retention and deletion in the Cloud, developing a defensible disposal program, and getting stakeholder buy-in., To kick off the show, Bill Mariano and Rob Hellewell discuss another Sighting of Radical Brilliance: How scientists are using AI to identify new drug combinations for children with incurable brain cancer. Next, they interview Erika Namnath  from Lighthouse about how to develop a sound and efficient defensible deletion program and the benefits of getting buy-in for it throughout an organization. Some of the key questions they discuss include: Defensible disposal of data continues to be a key challenge for eDiscovery and information governance programs. Why has this issue persisted and how has it evolved? Historically, because of the risk of deleting important information or not being able to defend deletion, teams have defaulted to saving as much as possible. Why is this approach becoming increasingly impossible and even poses a greater risk? How should leaders approach developing a data retention and disposal program or updating their existing one? When developing these retention policies and updates, we often hear challenges with legacy data and legal holds. How can teams wrap their heads around existing data while also considering what they‚Äôre retaining today?  It seems a significant challenge for these programs is gaining stakeholder buy-in and assigning ownership for retention and deletion. What can leaders do to tackle this? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us wherever you get your podcasts, and join in the conversation on Twitter .  Related Links : Blog post: Cloud Adaptation: How Legal Teams Can Implement Better Information Governance Structures for Evolving Software Blog post: Making the Case for Information Governance and Why You Should Address It Now Podcast: Achieving Information Governance through a Transformative Cloud Migration Article: Scientists use AI to identify new drug combination for children with incurable brain cancer About Law & Candor   Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for eDiscovery, compliance, and information governance. To learn more about the show and our speakers, visit the podcast homepage .  , data-privacy; chat-and-collaboration-data; microsoft-365, cloud migration, legacy data remediation, legal holds, podcast, record management, preservation, risk management, data-privacy, chat-and-collaboration-data, microsoft-365,, cloud-migration; legacy-data-remediation; legal-holds; podcast; record-management; preservation; risk-management
December 15, 2022
Podcast
collections, emerging data sources, departing/onboarding employee, podcast, preservation, risk management, chat-and-collaboration-data, data-privacy, digital-forensics,

Data Governance for the BYOD Age

Our hosts chat with Lighthouse's John Bair about implementing proactive data management programs and emerging challenges with remote working, including mobile devices and collaboration data., Law & Candor returns for Season 10 with co-hosts  Bill Mariano  and Rob Hellewell. They kick off the episode with a discussion of a Harvard Business Review article about the ways AI can make strategy more human. Next they are joined by John Bair , Senior Consultant in Digital Forensics at Lighthouse, to discuss bring your own device (BYOD) policies, implementing proactive data management programs, and emerging data challenges with remote working. Some questions that they tackle include: From a data governance and management perspective, what are the greatest challenges that have emerged from working from home and BYOD policies? Many organizations may have governance programs in place but still struggle with new data sources or devices. What can make some programs inadequate to face these changes? For those needing to refresh their governance approach, or build something new, what advice do you have for creating a more proactive program to get ahead of these data challenges? How should legal teams work with IT to ensure these types of programs are a success? How should we think about their roles? As mobile devices and virtual work continue to advance, how can teams ensure their data governance programs keep pace? If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , listen and rate the show wherever you get your podcasts, and join in the conversation on  Twitter .  , chat-and-collaboration-data; data-privacy; forensics; lighting-the-path-to-better-information-governance, collections, emerging data sources, departing/onboarding employee, podcast, preservation, risk management, chat-and-collaboration-data, data-privacy, digital-forensics,, collections; emerging-data-sources; departing-onboarding-employee; podcast; preservation; risk-management
March 25, 2022
Podcast
ccpa, gdpr, dsars, cross border data transfers, pii, podcast, privacy shield, data-privacy,

Mapping Updates to Data Privacy Regulations Worldwide

Our hosts chat with Lighthouse's Sarah Morgan about updates to privacy regulations in the U.S., Europe, and China, how they're impacting businesses, and what's next on the horizon., Bill Mariano and Rob Hellewell kick off this episode with another segment of Sightings of Radical Brilliance, where they discuss major privacy changes by Google and Apple in their mobile software. Next, our hosts chat with Sarah Moran , eDiscovery Evangelist and Proposal Content Strategist at Lighthouse, about updates to privacy regulations in the U.S., Europe, and China. They also dive into the following key questions: How is the enforcement of GDPR impacting businesses? How has the UK‚Äôs departure from the EU impacted privacy compliance? With so many states pursuing their own privacy regulations, do we anticipate any movement on a federal level? Beyond the U.S. and Europe, what does the privacy landscape look like internationally? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us wherever you get your podcasts, and join in the conversation on Twitter .  Related Links : Blog post: 2021 Data Privacy Overview: New Regulations and Guidance Blog post: Navigating the Intersections of Data, Artificial Intelligence, and Privacy Blog post: The Impact of Schrems II & Key Considerations for Companies Using M365: The Cloud Environment Article: Google Plans Privacy Changes, but Promises to Not Be Disruptive , data-privacy, ccpa, gdpr, dsars, cross border data transfers, pii, podcast, privacy shield, data-privacy,, ccpa; gdpr; dsars; cross-border-data-transfers; pii; podcast; privacy-shield
December 15, 2022
Podcast
gdpr, cross border data transfers, podcast, privacy shield, data-privacy, chat-and-collaboration-data, ai and analyics, microsoft-365

Anonymization and AI: Critical Technologies for Moving eDiscovery Data Across Borders

Our hosts are joined by Lighthouse's Damian Murphy for a lively chat about what AI solutions can be deployed to optimize eDiscovery workflows and maximize data insights while adhering to privacy laws., In this episode's Sighting of Radical Brilliance, our hosts discuss strategies for putting your data to work outlined in a recent Harvard Business Review article. To elucidate the complexities of moving data across borders, Lighthouse's Damian Murphy , Executive Director of Advisory Services in EMEA, joins the podcast. With Paige and Bill, Damian explains recent updates to data transfer policies, and what AI solutions can be deployed to optimize eDiscovery workflows and maximize data insights while adhering to privacy laws. Some key questions they answer, include: With fines continuing to be issued for GDPR violations and organizations grappling with how to transfer data across regions, data privacy is still not a resolved issue. What are some recent policy changes our audience should be aware of? How have these created challenges for the ways that data is managed and how organizations can ultimately utilize it? Many of our listeners are likely aware of how anonymization and pseudonymization are being utilized, but can you remind us how they work? Is there a typical approach for a client faced with the need to supply data held within the EU in order to comply with an eDiscovery order in the US? If the past is any indication, we should expect privacy policies to continue to change and impact data governance. How are anonymization and pseudonymization, and other approaches, helping prepare for what‚Äôs on the horizon? If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us wherever you get your podcasts, and join in the conversation on  Twitter .  , data-privacy; chat-and-collaboration-data; microsoft-365; practical-applications-of-ai-in-ediscovery, gdpr, cross border data transfers, podcast, privacy shield, data-privacy, chat-and-collaboration-data, ai and analyics, microsoft-365, gdpr; cross-border-data-transfers; podcast; privacy-shield
December 15, 2022
Podcast
podcast, dei, diversity-equity-and-inclusion

A Journey from One to All in Legal with Diversity, Equity, and Inclusion

Lighthouse's Reem Saffouri joins Law & Candor to share her personal journey and discuss how individuals can create greater equity and inclusion at work, in their industry, and beyond., Our hosts begin the show with another Sighting of Radical Brilliance, an article in Forbes about one of the most powerful sources of big data your company already owns . Then, Reem Saffouri , Vice President of Clients Solutions and Success at Lighthouse, joins the podcast to share her personal journey and discuss how individuals can create greater equity and inclusion at work, in their industry, and beyond. Here are some of the key questions they dive into: Although it‚Äôs a seemingly simple act, why don‚Äôt more people share their personal experiences and why is it so important for DEI efforts?  Hearing about structural challenges to DEI can be intimidating and somewhat demoralizing. But along with sharing personal experiences what can individuals do to champion DEI at their organizations?  There are nuances and specific solutions that work in each industry for improving equity and inclusion. What are you seeing in legal and legal tech that‚Äôs moving the needle? As you look to the future, what aspects of DEI are you hoping to impact?  If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us wherever you get your podcasts, and join in the conversation on  Twitter .  , diversity-equity-and-inclusion, podcast, dei, diversity-equity-and-inclusion, podcast; dei
December 15, 2022
Podcast
self-service, spectra, podcast, ediscovery-and-review, ai-and-analytics

Investigative Power: Utilizing Self Service Solutions for Internal Investigations

Our hosts chat with Justin Van Alstyne, Senior Corporate Counsel at T-Mobile, about best practices for handling internal investigations including the self service tools that have been most effective., Paige and Bill start the show with new and exciting research from MIT Sloan on artificial intelligence and machine learning.  Next, their interview with  Justin Van Alstyne , Senior Corporate Counsel, Discovery and Information Governance at T-Mobile. They dive into internal investigations, including how a simple, on-demand software solution can offer the scalability and flexibility teams need to manage investigations with varying amounts of data. Some other questions they explore are: How we collaborate and work has changed immensely over the past few years and that evolution doesn‚Äôt appear to be slowing down. How have new tools and data sources complicated conducting internal investigations?  With organizations encountering investigations of different sizes and degree, what workflows or approaches have you found are most flexible to respond to this variability? Along with process, technology is another key part of the equation. When choosing the right technology for internal investigations, what are some of your high-priority considerations? Are there any features that are must-haves? For people contemplating deploying a self service solution, what advice do you give to ensure your team has the right level of expertise and technology to handle their internal investigations at scale? If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us wherever you get your podcasts, and join in the conversation on  Twitter .  , ediscovery-review; ai-and-analytics; lighting-the-path-to-better-ediscovery, self-service, spectra, podcast, ediscovery-and-review, ai-and-analytics, self-service, spectra; podcast
April 13, 2022
Podcast
microsoft, cloud services, podcast, microsoft-365, information-governance

Microsoft 365 and the Age of Automation

Microsoft‚Äôs Stefanie Bier joins Law & Candor to delve into the key types of automation required to support Microsoft 365 at scale for large organizations using Core or Advanced eDiscovery., Bill Mariano and Rob Hellewell bring listeners another Sighting of Radical Brilliance. They discuss an episode of Fast Company‚Äôs podcast Innovation Unrestricted that explores how companies can incorporate diversity and inclusion into product design. They are then joined by Stefanie Bier , Senior Program Manager at Microsoft, to chat about how to deploy critical automation in Microsoft 365 and key updates on the horizon. Some questions they explore, include:  Automation is increasingly becoming a critical component of managing data and scaling programs. What are some of the new ways collaboration platforms, specifically M365, have introduced automation? What are the benefits of adopting these automated processes?  What are some of the key types of automation that are necessary to optimize M365?   With the cloud and automated updates, platforms are undergoing faster changes than ever before. How do you stay on top of them and ensure there‚Äôs cross-functional alignment at your organization? Whether it‚Äôs fear of error or worry about loss of control, some are reticent to automate certain aspects of their programs. What are the risks in not adopting automation? Our co-hosts wrap up the episode with advice for amplifying other women‚Äôs voices in the legal and technology industries and some key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , listen and rate the show wherever you get your podcasts, and join in the conversation on Twitter .  Related Links   Podcast: Understanding Microsoft 365 Unindexed Items Blog post: An Introduction to Managing Microsoft 365 Updates that Present Legal and Compliance Considerations Blog post: Breaking the Bias: Strategies from Top Women Leaders in Legal Technology Podcast: Innovation Unrestricted ‚Äì How companies can incorporate diversity and inclusion into product design , microsoft-365; information-governance, microsoft, cloud services, podcast, microsoft-365, information-governance, microsoft; cloud-services; podcast
March 25, 2022
Podcast
podcast, diversity-equity-and-inclusion,

Leading in Legal with Inclusive Mentorship

Kelly McGill, Chief People Officer at Lighthouse, discusses the value of mentorship, what a good mentorship program looks like in a virtual work environment, and how to create inclusive cultures., Kicking off season 9 of Law & Candor, co-hosts Bill Mariano and Rob Hellewell , welcome listeners back for a celebration of Women‚Äôs History Month. Each guest this season is a woman breaking bias, advancing technology, and championing inclusion in the legal and technology industries. First, they dive into Sightings of Radical Brilliance, discussing a Harvard Business Review article about being a better ally in a remote workplace . Bill and Rob are then joined by Kelly McGill , Chief People Officer at Lighthouse, to chat about the value of mentorship, what a good mentorship program looks like in a virtual or hybrid work environment, and how to create a more inclusive culture. Some key questions they explore, include:  Why is mentorship so powerful? What should people seek in a mentor and what makes a good mentee? What are best practices for mentoring in a virtual environment? How does mentorship contribute to more inclusive cultures? Our co-hosts wrap up the episode with advice for amplifying other women‚Äôs voices and key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , listen and rate the show wherever you get your podcasts, and join in the conversation on Twitter .  Related Links   Blog post: Breaking the Bias: Strategies from Top Women Leaders in Legal Technology Blog post: Charting the Path to Progress: A Conversation with Economic Forecaster Marci Rossell and Lighthouse CEO Brian McManus Podcast: Diversity and eDiscovery: How Diverse Hiring Practices Lead to a More Innovative Workforce Article: Managers, Here‚Äôs How to Be a Better Ally in the Remote Workplace , diversity-equity-and-inclusion, podcast, diversity-equity-and-inclusion,, podcast
March 25, 2022
Podcast
podcast, project management, risk management, ai-and-analytics, legal-operations, ediscovery-review,

Legal’s Balancing Act: Risk, Innovation, and Advancing Strategic Priorities

Megan Ferraro, Associate General Counsel, eDiscovery & Information Governance at Meta, joins Law & Candor to discuss the pivotal role legal is playing in helping innovation thrive while managing risk., Co-hosts Bill Mariano and Rob Hellewell start the show with Sightings of Radical Brilliance. In this episode, they review an article in Reuters exploring lawyer attrition and the ‚Äúgreat resignation.‚Äù Next, their interview with Megan Ferraro , Associate General Counsel, eDiscovery & Information Governance, Meta. They discuss the delicate balance that must be struck between risk and innovation and explore some of the following questions: How did the legal function evolve to play a bigger role in corporate strategy and innovation? What are the broader trends in the ways legal teams are supporting innovation? With businesses growing, adding new technology, and pivoting strategy quickly, what are the most critical risk challenges legal teams face today? How can legal best work with other functions in an organization to ensure strategic priorities are advanced‚Äîthrough new deals or technology, for example‚Äîwhile also balancing the risk factors?  Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us wherever you get your podcasts, and join in the conversation on Twitter .  Related Links   Blog post: Analytics and Predictive Coding Technology for Corporate Attorneys: Six Use Cases Podcast: Innovating the Legal Operations Model Blog post: What Skills Do Lawyers Need to Excel in a New Era of Business? Blog post: Purchasing AI for eDiscovery: Tips and Best Practices Article: To stem lawyer attrition, law firms must look beyond cash - report , ai-and-analytics; legal-operations; ediscovery-review, podcast, project management, risk management, ai-and-analytics, legal-operations, ediscovery-review,, podcast; project-management; risk-management
November 16, 2021
Podcast
privilege, review, ai/big data, tar/predictive coding, podcast, production, ai-and-analytics, ediscovery-review

Staying Ahead of the AI Curve

Our hosts and Harsha Kurpad of Latham Watkins discuss how to stay apprised of changes in AI technology in the ediscovery space and practical applications for more advanced analytics tools., Co-hosts Bill Mariano and Rob Hellewell start the show with Sightings of Radical Brilliance. In this episode, they review a recent  New York Times article by Cade Metz that explores how new organizations are using AI to find bias in AI . Next, they bring on Harsha Kurpad of Latham Watkins who answers the following questions around staying ahead of AI innovation in legal technology: What are some current barriers to adopting AI? How do you stay apprised of new AI technology, tools, and solutions? What are new data challenges that are leading to a greater adoption of AI or requiring the use of more sophisticated tools? How are government entities like the FTC and DOJ changing how AI is being used and what is required during investigations?  What are some best practices for training algorithms and staying on top of new approaches to training? What are some of the risks in not adopting AI or not staying apprised of changes to the tools, platforms, and how it‚Äôs being used. Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us on Apple and Stitcher , and join in the conversation on Twitter . Related Links White Paper: The Challenge with Big Data Blog Post: What Attorneys Should Know About Advanced AI in eDiscovery: A Brief Discussion Podcast: AI and Analytics for Corporations: Common Use Cases Blog Post: What is the Future of TAR in eDiscovery? (Spoiler Alert ‚Äì It Involves Advanced AI and Expert Services) , ai-and-analytics; ediscovery-review, privilege, review, ai/big data, tar/predictive coding, podcast, production, ai-and-analytics, ediscovery-review, privilege; review; ai-big-data; tar-predictive-coding; podcast; production
November 16, 2021
Podcast
microsoft, emerging data sources, podcast, record management, preservation, microsoft-365, chat-and-collaboration-data, information-governance,

Understanding Microsoft 365 Unindexed Items

James Hart of Lighthouse and our hosts discuss this complex aspect of Microsoft 365 eDiscovery, identify best practices and mitigation strategies, and proactive tips for the future., Law & Candor co-hosts Bill Mariano and Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss a framework for building accountability into AI from an article in Harvard Business Review by Stephen Sanford . In this episode, Bill and Rob are joined by James Hart of Lighthouse. They discuss this critical component of Microsoft 365 and its important role in maximizing the effectiveness of ediscovery workflows and mitigation strategies. Key questions from their conversation include: What are unindexed items and how critical are they to efficiency in ediscovery workflows? After identifying unindexed items, what is the next step and how do you approach it? What are some key strategies for handling unindexed items? How are different organizations approaching unindexed items from a policy perspective? What are best practices for approaching this unique issue in Microsoft 365? In conclusion, our co-hosts end the episode with key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us on Apple and Stitcher , and join in the conversation on Twitter . Related Links Blog Post: An Introduction to Managing Microsoft 365 Updates that Present Legal and Compliance Considerations Blog Post: Making the Case for Information Governance and Why You Should Address It Now White Paper: The Impact of Schrems II and Key Considerations for Companies Using M365 Podcast: Keeping Up with M365 Software Updates , microsoft-365; chat-and-collaboration-data; information-governance; lighting-the-path-to-better-information-governance, microsoft, emerging data sources, podcast, record management, preservation, microsoft-365, chat-and-collaboration-data, information-governance,, microsoft; emerging-data-sources; podcast; record-management; preservation
March 31, 2022
Podcast
ai/big data, tar/predictive coding, hsr second requests, podcast, acquisitions, mergers, ai-and-analytics, antitrust

Closing the Deal: Deploying the Right AI Tool for HSR Second Requests

Gina Willis of Lighthouse joins the podcast to explore some of the modern challenges of HSR Second Requests and how a combination of expertise and AI technology can lead to faster and better results., Bill Mariano and Rob Hellewell kick off this episode with another segment of Sightings of Radical Brilliance, where they discuss JPMorgan becoming the first bank to have a presence in the metaverse. Next, our hosts chat with Gina Willis , Analytics Consultant at Lighthouse, about how the right AI tool and expertise can help with HSR Second Requests. They also dive into the following key questions: What are some of the contemporary challenges with Second Requests? What AI tools are helping with some of these modern challenges? For Second Requests, what interaction and feedback between attorneys and AI algorithms is optimal to ensure substantial compliance is reached efficiently? Are there some best practices for improving this relationship‚Äîdeploying the AI better or optimizing algorithms? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us wherever you get your podcasts, and join in the conversation on Twitter .  Related Links : Blog post: Deploying Modern Analytics for Today‚Äôs Critical Data Challenges in eDiscovery Blog post: Biden Administration Executive Order on Promoting Competition: What Does it Mean and How to Prepare Article: JPMorgan bets metaverse is a $1 trillion yearly opportunity as it becomes first bank to open in virtual world , ai-and-analytics; antitrust; practical-applications-of-ai-in-ediscovery, ai/big data, tar/predictive coding, hsr second requests, podcast, acquisitions, mergers, ai-and-analytics, antitrust, ai-big-data; tar-predictive-coding; hsr-second-requests; podcast; acquisitions; mergers
November 16, 2021
Podcast
ccpa, gdpr, cybersecurity, emerging data sources, pii, podcast, hipaa/phi, data-privacy, information-governance

Getting Personal—Wearable Devices, Data, and Compliance

Thora Johnson of Orrick joins Bill and Rob to discuss the new data landscape with wearable devices and health apps, and how it has impacted data compliance, cybersecurity, and privacy concerns., In the final episode of the season, co-hosts Bill Mariano and Rob Hellewell review a New Yorker piece by Kyle Chayka about the beauty and uncanniness of AI-created images delivered by the Twitter handle @images_ai. The co-hosts then bring on Thora Johnson of Orrick for a riveting discussion about the rise in wearable devices and the personal data they‚Äôre collecting. They discuss the fascinating innovation in health-related technology and apps and the significant data compliance, privacy, and cybersecurity issues that are accompanying it. Some key questions from their conversation include:  Beyond the more well-known wearable devices and health-related apps, what others are out there and what types of data are they collecting? The proliferation of data these devices and apps are generating have created a unique set of intersecting compliance, security, and privacy challenges‚Äîwhat are some of the most critical to understand? How can teams mitigate the risk of a cyber breach? And in the event it does happen, what are best practices in terms of responding to a breach? What should attorneys and legal teams know about the FTC‚Äôs recent announcement that it plans to ‚Äúvigorously‚Äù enforce its 2009 Health Breach Notification rule? What regulatory issues related to apps collecting genetic information that people should be aware of? The season ends with key takeaways from the guest speaker section. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us on Apple and Stitcher , and join in the conversation on Twitter . , data-privacy; information-governance, ccpa, gdpr, cybersecurity, emerging data sources, pii, podcast, hipaa/phi, data-privacy, information-governance, ccpa; gdpr; cybersecurity; emerging-data-sources; pii; podcast; hipaa-phi
November 16, 2021
Podcast
review, emerging data sources, ai/big data, podcast, ai-and-analytics, ediscovery-review

Finding Lingua Franca: The Power of AI and Linguistics for Legal Technology

In this episode, Amanda Jones of Lighthouse will illuminate some common challenges and pitfalls that can arise with modern language in ediscovery., In the very first episode of season eight, co-hosts Bill Mariano and Rob Hellewell  introduce themselves and welcome listeners back for another riveting season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. They start off with some exciting news about Lighthouse and the recent acquisition of H5 . They then dive into Sightings of Radical Brilliance, the part of the show highlighting the latest news of noteworthy innovation and acts of sheer genius. In this episode, they discuss an article in the AP that investigates how AI-powered tech landed a man in jail with scant evidence . Bill and Rob discuss the case and the AI technology involved, and what questions this raises regarding scientifically validating AI and its use as evidence in criminal cases. Bill and Rob are then joined by Amanda Jones of Lighthouse to discuss common challenges and pitfalls that can arise with modern language in ediscovery, and the interplay between AI and linguistics. Some key questions they explore, include: What is linguistic modeling? What are the critical challenges with modern language and ediscovery today? How is linguistics informing and impacting AI in ediscovery? What are best practices for implementing AI solutions and tools? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us on Apple and Stitcher , and join in the conversation on Twitter . , ai-and-analytics; ediscovery-review, review, emerging data sources, ai/big data, podcast, ai-and-analytics, ediscovery-review, review; emerging-data-sources; ai-big-data; podcast
November 16, 2021
Podcast
privilege, review, ai/big data, tar/predictive coding, podcast, ediscovery-review, ai-and-analytics

eDiscovery Review: Family Vs. Four Corner

Pooja Lalwani of Lighthouse and our hosts discuss these two ediscovery review methodologies, and walk through the advantages and disadvantages of both and which better supports AI technology., Bill Mariano and Rob Hellewell kick off this episode with another segment of Sightings of Radical Brilliance, where they discuss Dalvin Brown’s piece in the Washington Post about how AI was used to recreate actor Val Kilmer’s voice . Bill and Rob consider this great scientific achievement along with the potentially nefarious ways it can used. Next, our hosts chat with Pooja Lalwani of Lighthouse about two key approaches to ediscovery review: family and four corner. Pooja helps break down the benefits and drawbacks of each through questions such as: What are some of the key differences between both approaches? With modern communication platforms and data creating a more dynamic and complex review process, what are some of the considerations for when and how to deploy family and four corner review? What review methodology is better suited to supporting TAR and AI tools? How do these review methodologies either help classify privilege more efficiently or potentially create limitations? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us on Apple and Stitcher , and join in the conversation on Twitter . , ediscovery-review; ai-and-analytics; lighting-the-way-for-review; lighting-the-path-to-better-review, privilege, review, ai/big data, tar/predictive coding, podcast, ediscovery-review, ai-and-analytics, privilege; review; ai-big-data; tar-predictive-coding; podcast
November 16, 2021
Podcast
collections, tar/predictive coding, hsr second requests, processing, podcast, data reuse, project management, ediscovery-review, ai-and-analytics

Achieving Cross-Matter Review Discipline, Cost Control, and Efficiency

Bill and Rob bring on Jason Rylander of Axinn to discuss techniques for unifying matter data across an organization's portfolio and how it can save significant time and money on document review., Join co-hosts Bill Mariano and Rob Hellewell as they discuss a law firm that only works on artificial intelligence and whether this is an emerging trend for the industry. Next, they‚Äôre joined by Jason Rylander of Axinn to discuss the antitrust landscape, benefits of cross-matter review, and techniques for unifying matter data across an organization‚Äôs portfolio. Jason and our hosts walk through key questions, including: With a new administration and the continued disruption from COVID, has there been an increase in the volume of antitrust matters, investigations, and litigation? What are some of the challenges or disadvantages of doing the traditional single-matter document review? What are some strategies for identifying work product or data that can be reused or repurposed?  What are some best practices when connecting matters?  Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage , rate us on Apple and Stitcher , and join in the conversation on Twitter . , ediscovery-review; ai-and-analytics, collections, tar/predictive coding, hsr second requests, processing, podcast, data reuse, project management, ediscovery-review, ai-and-analytics, collections; tar-predictive-coding; hsr-second-requests; processing; podcast; data-reuse; project-management
March 23, 2021
Podcast
legal ops, podcast, legal-operations

Innovating the Legal Operations Model

In the second episode of season seven, co-hosts¬†Bill Mariano and¬†Rob Hellewell kick off the show with¬†Sightings of Radical Brilliance. In this episode, they review a recent NY Times article..., In the second episode of season seven, co-hosts  Bill Mariano and  Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they review a recent NY Times article written by  Brian Chen that focuses on the  tech that will invade our lives in 2021 . Next, they bring on  Julie Johnson of Align who answers the following questions around innovation in legal operations:  How has Covid impacted legal departments and budgets in general?  Why did this bring about the need to focus on innovation and automation? What are some of the newer innovations/solutions you are seeing your fellow legal operations peers adopt? What recommendations would you share with those looking to adopt technology and drive efficiency? What advice would you give to other women in the ediscovery industry looking to move their careers forward? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us on  Apple and  Stitcher , and join in the conversation on  Twitter . , legal-operations, legal ops, podcast, legal-operations, legal-ops; podcast
March 23, 2021
Podcast
microsoft, podcast, microsoft-365, information-governance, chat-and-collaboration-data,

Keeping Up with M365 Software Updates

In the fourth episode of the seventh season, co-hosts¬†Bill Mariano and¬†Rob Hellewell discuss¬†why diversity in AI is important and how this could impact legal outcomes and decisions.¬†Next, they..., In the fourth episode of the seventh season, co-hosts  Bill Mariano and  Rob Hellewell discuss  why diversity in AI is important and how this could impact legal outcomes and decisions.  Next, they introduce their guest speaker,  Jamie Brown of Lighthouse, who uncovers key strategies to keep up with the constant flow of Microsoft 365 software updates. Jamie answers the following questions (and more) in this episode: What are some of the common challenges associated with M365‚Äôs rapid software updates? How do these constant updates lead to compliance risks? What are some best practices for overcoming these challenges? What recommendations would you pass along to those who are experiencing these challenges? What advice would you give to other women in the ediscovery industry looking to move their careers forward? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us on  Apple and  Stitcher , and join in the conversation on  Twitter . , microsoft-365; information-governance; chat-and-collaboration-data, microsoft, podcast, microsoft-365, information-governance, chat-and-collaboration-data,, microsoft; podcast
March 23, 2021
Podcast
microsoft, podcast, chat-and-collaboration-data, microsoft-365

Efficiently and Defensibly Addressing Microsoft Teams Data

Bill Mariano and¬†Rob Hellewell kick off episode 3 with another segment of¬†Sightings of Radical Brilliance, where they discuss¬†Anis Uzzaman‚Äôs Inc.com article that dives into 2021 business and..., Bill Mariano and  Rob Hellewell kick off episode 3 with another segment of Sightings of Radical Brilliance, where they discuss  Anis Uzzaman‚Äôs Inc.com article that dives into 2021 business and technology trends . Bill and Rob review these trends and discuss how they will have an impact on the space. Next, Bill and Rob chat with  Royce Cohen of Lighthouse about key ways to efficiently and defensibly address Microsoft Teams data. In this interview, Royce uncovers the answers to the following questions:  How do you achieve a balance between encouraging collaboration amongst colleagues and the ediscovery impact of that collaboration?  What are some of the challenges associated with the rise in Teams data? How do you overcome those challenges? How do organizations ensure they are overcoming those challenges efficiently and defensibly?  What advice would you give to other women in the ediscovery industry looking to move their careers forward? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us on  Apple and  Stitcher , and join in the conversation on  Twitter . Related Links Blog Post:  Key Compliance & Information Governance Considerations As You Adopt Microsoft Teams Podcast: Tackling Modern Attachment and Link Challenges in G-Suite, Slack, and Teams , chat-and-collaboration-data; microsoft-365, microsoft, podcast, chat-and-collaboration-data, microsoft-365, microsoft; podcast
March 23, 2021
Podcast
podcast, diversity-equity-and-inclusion,

Diversity and eDiscovery: How Diverse Hiring Practices Lead to a More Innovative Workforce

In the very first episode of season seven, co-hosts¬†Bill Mariano and¬†Rob Hellewell, introduce themselves and welcome listeners back for another riveting season of Law & Candor, the¬†podcast wholly..., In the very first episode of season seven, co-hosts  Bill Mariano and  Rob Hellewell , introduce themselves and welcome listeners back for another riveting season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. They note that in celebration of Women‚Äôs History Month (March), season seven will feature an all-female guest speaker lineup exploring industry hot topics, as well as key tactics for championing the career growth of females within the space. To kick things off, Bill and Rob begin with Sightings of Radical Brilliance, the part of the show highlighting the latest news of noteworthy innovation and acts of sheer genius. In this episode, they dive into a recent article written by  Ayang Macdonald for  BiometricUpdate.com that discusses  Aratek‚Äôs new biometric finger scanner with enhanced security . Bill and Rob discuss this new fingerprint scanning technology and what it (and other tech like it) could mean for the future of the legal space.  For the guest speaker segment of the show, Bill and Rob bring on  Stacy Ybarra of Lighthouse to discuss diversity in ediscovery and how diverse hiring practices can lead to a more innovative workforce via the following questions: How does diversity feed innovation in ediscovery? What are some of the key ways diversity impacts organizations directly?  How does leading with empathy and inclusion make an impact? What are some best practices for those looking to champion diversity within their organization and the industry through employee resource groups? What advice would you give to other women in the ediscovery industry looking to move their careers forward? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us on  Apple and  Stitcher , and join in the conversation on  Twitter . , diversity-equity-and-inclusion, podcast, diversity-equity-and-inclusion,, podcast
December 3, 2020
Podcast
data-privacy, ai/big data, phi, pii, podcast, ai-and-analytics, data-privacy

The Convergence of AI and Data Privacy in eDiscovery: Using AI and Analytics to Identify Personal Information

Law & Candor co-hosts Bill Mariano and Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss the challenges and implications of misinformation around voting in...,   Law & Candor co-hosts Bill Mariano and Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss the challenges and implications of misinformation around voting in the U.S. In this episode, Bill and Rob are joined by John Del Piero of Lighthouse. The three of them discuss how PII and PHI can be identified more efficiently by leveraging tools like AI and analytics via the following questions: Why is it important to identify PII and PHI within larger volumes of data quickly? How can AI and analytics help to identify PII and PHI more efficiently? What are the key benefits of using these tools? Are there any best practices to put in place for those looking to weave AI and analytics into their workflow? In conclusion, our co-hosts end the episode with key takeaways. If you enjoyed the show, subscribe here , rate us on Apple and Stitcher, join in the conversation on Twitter , and discover more about our speakers and the show here . , ai-and-analytics; data-privacy, data-privacy, ai/big data, phi, pii, podcast, ai-and-analytics, data-privacy, data-privacy; ai-big-data; phi; pii; podcast
March 23, 2021
Podcast
ai/big data, podcast, ai-and-analytics

AI and Analytics for Corporations: Common Use Cases

Law & Candor co-hosts¬†Bill Mariano and¬†Rob Hellewell kick things off with¬†Sightings of Radical Brilliance, in which they discuss¬†the growing use of¬†emotion recognition in tech in China and how..., Law & Candor co-hosts  Bill Mariano and  Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss the growing use of  emotion recognition in tech in China and how this could lead to some challenges in the legal space down the road.  In this episode, Bill and Rob are joined by  Moira Errick of Bausch Health. The three of them discuss common AI and analytics use cases for corporations via the following questions: What types of AI and analytics tools are you using and for what use cases? What is ICR and how you have been leveraging this internally? What additional use cases are you hoping to use AI and analytics for in the future? What are some best practices to keep in mind when leveraging AI and analytics tools? What recommendations do you have for those trying to get their team on board? What advice would you give to other women in the ediscovery industry looking to move their careers forward? In conclusion, our co-hosts end the episode with key takeaways. If you enjoyed the show, learn more about our speakers and subscribe on the  podcast homepage , rate us on  Apple and  Stitcher , and join in the conversation on  Twitter . , ai-and-analytics, ai/big data, podcast, ai-and-analytics, ai-big-data; podcast
December 3, 2020
Podcast
cybersecurity, data-privacy, podcast, data-privacy, legal-operations, information-governance,

Reducing Cybersecurity Burdens with a Customized Data Breach Workflow

Bill Mariano and Rob Hellewell kick off episode 3 with another segment of Sightings of Radical Brilliance where they discuss the EU striking down the Privacy Shield and what that means for the...,   Bill Mariano and Rob Hellewell kick off episode 3 with another segment of Sightings of Radical Brilliance where they discuss the EU striking down the Privacy Shield and what that means for the legal realm. Next, Bill and Rob chat with Jeremiah Weasenforth of Orrick about a recent customized data breach workflow that Jeremiah and his team implemented to significantly reduce the burdens of a data breach. In this interview, Jeremiah uncovers the answers to the following questions:  What are the burdens of a major data breach? What impacts do DSARs and the CCPA have on these breaches? How do you get started with a customized workflow? What technology should one use? How do you implement the workflow internally? What key tips are there for those experiencing cybersecurity burdens today? The show concludes with key takeaways from the guest speaker segment. Subscribe to Law & Candor here , rate us on Apple and Stitcher, join in the conversation on Twitter , and discover more about our speakers and the show here . , data-privacy; legal-operations; information-governance, cybersecurity, data-privacy, podcast, data-privacy, legal-operations, information-governance,, cybersecurity; data-privacy; podcast
December 3, 2020
Podcast
preservation and collection, podcast, digital-forensics, digital-forensics, chat-and-collaboration-data

Does Cellular 5G Equal 5x the Fraud and Misconduct Risk?

In the very first episode of season six, co-hosts Bill Mariano and Rob Hellewell, introduce themselves and welcome listeners back for another season of Law & Candor, the podcast wholly devoted to...,   In the very first episode of season six, co-hosts Bill Mariano and Rob Hellewell , introduce themselves and welcome listeners back for another season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. To kick things off, Bill and Rob begin with Sightings of Radical Brilliance, the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. In this episode, they dive into a recent article from ITPro.com that discusses the increase in insider data breaches with the remote work shift .  For the guest speaker segment of the show, Bill and Rob bring on Jerry Bui of Lighthouse to discuss cellular 5G and how it could lead to more fraud and misconduct risk via the following key questions: How does 5G lead to fraud and misconduct?  What insider threats are there (i.e. shadow IT, encrypted messages, etc.)? What about outsider threats (i.e. outside of IT‚Äôs purview, data breaches, hacking, etc.)? How does this impact compliance programs?  How does one overcome 5G challenges?  Are there other recommended best practices related to this topic? The episode wraps up with key takeaways. If you enjoyed the show, subscribe here , rate us on Apple and Stitcher, join in the conversation on Twitter , and discover more about our speakers and the show here . , forensics; chat-and-collaboration-data, preservation and collection, podcast, digital-forensics, digital-forensics, chat-and-collaboration-data, preservation-and-collection; podcast; digital-forensics
December 3, 2020
Podcast
data-privacy, cross border data transfers, podcast, data-privacy, ai-and-analytics

Cross-Border Data Transfers and the EU-US Data Privacy Tug of War

In the second episode of season six, co-hosts Bill Mariano and Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they review a recent trends analysis article...,   In the second episode of season six, co-hosts Bill Mariano and Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they review a recent trends analysis article written by Lighthouse‚Äôs very own John Shaw for The Lawyer that dives into new sources of evidentiary data in employment disputes .    Next, they bring on Melina Efstathiou of Eversheds Sutherland who answers questions around cross-border data transfers and the EU-US data privacy challenges outlined below: What does the surprise decision to invalidate the EU-US Privacy Shield mean for ediscovery? How does this impact other data transfer mechanisms?  What are some of the implications that Brexit could have? Are there any key tips for preparing for the future of cross-border ediscovery? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, subscribe here , rate us on Apple and Stitcher, join in the conversation on Twitter , and discover more about our speakers and the show here . Related Links Blog Post: Worldwide Data Privacy Update Blog Post: Three Steps to Tackling Data Privacy Compliance Post GDPR Blog Post: The U.S Privacy Shield Is No Longer Valid ‚Äì What Does that Mean for Companies that Transfer Data from the EU into the US?   , data-privacy; ai-and-analytics, data-privacy, cross border data transfers, podcast, data-privacy, ai-and-analytics, data-privacy; cross-border-data-transfers; podcast
December 3, 2020
Podcast
ai/big data, podcast, ai-and-analytics,

AI, Analytics, and the Benefits of Transparency

In the final episode of season six, co-hosts Bill Mariano and Rob Hellewell review an article covering key privacy and security features on iOS4 and highlight the top features to be aware of.The...,   In the final episode of season six, co-hosts Bill Mariano and Rob Hellewell review an article covering key privacy and security features on iOS4 and highlight the top features to be aware of. The co-hosts then bring on Forbes Senior Contributor, David Teich , to discuss AI, analytics, and the benefits of transparency via the following questions:   Why is it important to be transparent in the legal realm? How does this come into play with bias? What about AI and jury selection? How do analytics come into play as a result of providing transparency? The season ends with key takeaways from the guest speaker section. Subscribe to the show here , rate us on Apple and Stitcher, connect with us on Twitter , and discover more about our speakers and the show here . Related Links Blog Post: Big Data and Analytics in eDiscovery: Unlock the Value of Your Data Blog Post:  The Sinister Six‚ĶChallenges of Working with Large Data Sets Blog Post:  Advanced Analytics ‚Äì The Key to Mitigating Big Data Risks Podcast Episode: Tackling Big Data Challenges Podcast Episode: The Future is Now ‚Äì AI and Analytics are Here to Stay , ai-and-analytics, ai/big data, podcast, ai-and-analytics,, ai-big-data; podcast
September 22, 2020
Podcast
microsoft, podcast, microsoft-365, ediscovery-review, chat-and-collaboration-data,

Top Microsoft 365 Features to Leverage in Your eDiscovery Program

Microsoft‚Äôs agile development and rapid product enhancement allows Microsoft 365 (M365) users to stay up to date with emerging industry challenges. However, keeping pace with these M365 features,   In the final episode of season five, co-hosts  Bill Mariano and  Rob Hellewell review an article on a recent ILTA>ON panel that examined how  tech has created certain power dynamics in legal space. Next, Bill and Rob bring on John Collins of Lighthouse to walk them through the top M365 features to leverage in an ediscovery program. Together they cover the latest and greatest as well as uncover answers to the following questions:  How many updates and enhancements is Microsoft making? How often/fast are these coming out? What are some of the common challenges around these rapid changes?  What are the top M365 features that folks in the industry should be aware of? Are there other ways and/or resources folks can use to stay up-to-date? The season ends with key takeaways from the guest speaker section. Subscribe to the show here , rate us on Apple and Stitcher, connect with us  Twitter , and discover more about our speakers and the show  here . Related Links Blog Post: Microsoft 365, G-Suite, and the Growing Demand for Consulting and ifying Experts Blog Post: Leveraging Microsoft 365 to Reduce Your eDiscovery Spend Blog Post: Key Compliance & Information Governance Considerations As You Adopt Microsoft Teams Podcast Episode:  Microsoft Office 365 Part 1: Microsoft‚Äôs Influence on the Next Evolution of eDiscovery Podcast Episode: Microsoft Office 365 Part 2: How to Leverage all the Tools in the Toolbox   , microsoft-365; ediscovery-review; chat-and-collaboration-data, microsoft, podcast, microsoft-365, ediscovery-review, chat-and-collaboration-data,, microsoft; podcast
September 22, 2020
Podcast
analytics, ai/big data, podcast, ai-and-analytics,

Leveraging AI and Analytics to Detect Privilege

AI and analytics are picking up momentum in the ediscovery space. With new tools that can help ediscovery professionals see trends and patterns in their data as well as identify inefficiencies and opp,   Co-hosts Bill Mariano and  Rob Hellewell kick episode 3 of season 5 off with another riveting Sightings of Radical Brilliance segment where they discuss transforming risks into benefits through  artificial intelligence and data privacy. Bill and Rob interview  CJ Mahoney of Cleary Gottlieb, who discusses some new AI and analytics practices around privilege review. In this segment, CJ uncovers the answers to the following questions:  Why the uptick in the adoption of AI and analytics in the industry? Why did it take so long for folks to adopt?  How can one leverage AI to detect privilege?  What benefits and learnings can one apply to future work? What are some recommendations for those looking to leverage AI and analytics in similar ways? The show concludes with key takeaways from the guest speaker segment. Subscribe to Law & Candor here , rate us on Apple and Stitcher, join in the conversation on  Twitter , and discover more about our speakers and the show  here . Related Links Blog Post: Big Data and Analytics in eDiscovery: Unlock the Value of Your Data Podcast Episode: Tackling Big Data Challenges Podcast Episode: The Future is Now ‚Äì AI and Analytics are Here to Stay   , ai-and-analytics, analytics, ai/big data, podcast, ai-and-analytics,, analytics; ai-big-data; podcast
September 22, 2020
Podcast
information-governance, cloud migration, podcast, information-governance, microsoft-365, chat-and-collaboration-data,

Achieving Information Governance through a Transformative Cloud Migration

Data migrations are generally perceived as painful and disruptive experiences. However, they also provide unique opportunities to transform the way unstructured data is used and managed within an,   In the first episode of season five, co-hosts  Bill Mariano and  Rob Hellewell , introduce themselves and welcome listeners back for another season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. To kick things off, Bill and Rob begin with Sightings of Radical Brilliance, the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. In this first episode, they dive into a recent article written by the folks at Baker Botts LLP around  Federal Expedited Review in Response to COVID-19 and what that means for the industry. For the guest speaker segment of the show, Bill and Rob bring on  John Holliday of Lighthouse to discuss transformative cloud migrations and how to ensure a successful outcome via the following questions: How do cloud migrations provide an opportunity to transform processes and workflows within an organization?  How does information architecture come into play? What benefits can one achieve during a cloud migration? What are best practices for a successful transformative cloud migration? The episode wraps up with key takeaways. If you enjoyed the show, subscribe here, rate us on Apple and Stitcher, join in the conversation on  Twitter , and discover more about our speakers and the show  here . Related Links Blog Post:  Top Three Things That Could Derail Your Cloud Migration Project Blog Post:  Why Moving to the Cloud is a Legal Conversation   , information-governance; microsoft-365; chat-and-collaboration-data, information-governance, cloud migration, podcast, information-governance, microsoft-365, chat-and-collaboration-data,, information-governance; cloud-migration; podcast
September 22, 2020
Podcast
analytics, ai/big data, hsr second requests, podcast, ai-and-analytics, antitrust

Facilitating a Smooth and Successful Large Review Project with Advanced Analytics

Large dataset projects are being addressed with the broadening use of advanced analytics. However, this is introducing another level of complexity into what is already a complicated and potentially st,   Law & Candor co-hosts  Bill Mariano and  Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss how  law firms are managing the hurdles of remote work , specifically comprehensive security measures, and driving efficiency.  In this episode, Bill and Rob are joined by  Adam Strayer of Paul Weiss. The three discuss facilitating successful large review projects with advanced analytics and other tools via the following questions: Why has there been an increase in the use of advanced analytics on larger matters across the industry? What are some of the key tools and strategies that drive the most value? What are the most effective and efficient workflows regarding advanced analytics? How does one combine the expertise and talents from each team involved (client, counsel, and service provider(s)) in an organized manner? In conclusion, our co-hosts end the episode with key takeaways. If you enjoyed the show, subscribe here , rate us on Apple and Stitcher, join in the conversation on  Twitter , and discover more about our speakers and the show  here . Related Links Podcast Episode:  New Efficiency Gains in TAR 2.0 and CMML Revealed Case Study:  Drug Store Giant Sees Significant Data Reduction , ai-and-analytics; antitrust, analytics, ai/big data, hsr second requests, podcast, ai-and-analytics, antitrust, analytics; ai-big-data; hsr-second-requests; podcast
September 22, 2020
Podcast
self-service, spectra, podcast, ediscovery-review, ai-and-analytics

Scaling Your eDiscovery Program: Self Service to Full Service

Being able to scale an ediscovery program from a self-service to a full-service model for particular matters can save both time and money, thus allowing for a more efficient ediscovery program overall,   In the second episode of season five, co-hosts  Bill Mariano and  Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they discuss  Solos Health Analytics‚Äôs new technology (FeverGaurd) that was designed as a fever detection software to stop the spread of COVID-19 and the PPI challenges it could raise.  Next, they bring on  Claire Caruso of Lighthouse. Together, the three of them talk through how to scale ediscovery programs from self-service to full-service and back through the following questions:  When would one need to transition from self service to full service, and back to self service?  What are the benefits of making these moves? What are some of the key things to look out for?  What are some recommendations for folks looking to optimize their structure? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, subscribe here , rate us on Apple and Stitcher, join in the conversation on  Twitter , and discover more about our speakers and the show  here . Related Links Blog Post:  How to Bring eDiscovery In House from Seasoned Self-Service Adopters Podcast Episode:  The Future of On-Demand SaaS Software for Small Matters ‚Äì A Self-Service Model Story Blog Post:  Overcoming  Top Objections for Moving to a Self-Service eDiscovery Model Blog Post:  Building a Business Case for Upgrading Your eDiscovery Self-Service Practices in Six Simple Steps Podcast Episode:  Moving to the Cloud Part 1: A Corporate Journey Podcast Episode:  Moving to the Cloud Part 2: A Law Firm Journey About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ediscovery-review; ai-and-analytics, self-service, spectra, podcast, ediscovery-review, ai-and-analytics, self-service, spectra; podcast
September 22, 2020
Podcast
dsars, podcast, data-privacy, information-governance, ai-and-analytics,

Effective Strategies for Managing DSARs

Since the introduction of the GDPR, organizations with a European presence have seen a rise in the number of Data Subject Access Requests (DSARs). These matters are time-consuming, costly, and not,   In the fourth episode of season five, co-hosts  Bill Mariano and  Rob Hellewell discuss how  Relativity is using its technology to help medical researchers comb through COVID-19 journal articles to help battle the virus.  Bill and Rob then introduce their guest speaker,  Nicki Woodfall of Travers Smith, who uncovers effective strategies for managing DSARs. Nicki answers the following questions in this episode: Why has there been a recent uptick in DSARs over the past few years?  What are the top challenges when it comes to managing DSARs? What are key ways to overcome these common challenges? Our co-hosts wrap up the episode with a few key takeaways. If you enjoyed the show, subscribe here , rate us on Apple and Stitcher, join in the conversation on  Twitter , and discover more about our speakers and the show  here . Related Links Blog Post: How GDPR and DSARs are Driving a New, Proactive Approach to eDiscovery Case Study:  Penningtons Manches Cooper Takes Control of their eDiscovery Process with Lighthouse Spectra About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , data-privacy; information-governance; ai-and-analytics, dsars, podcast, data-privacy, information-governance, ai-and-analytics,, dsars; podcast
June 23, 2020
Podcast
analytics, ai/big data, tar/predictive coding, podcast, ai-and-analytics,

Take the Mystery out of Machine Learning: Success Stories from Real-Life Examples and How Data Scientists Impact eDiscovery

In the final episode of season three, co-hosts¬†Bill Mariano and¬†Rob Hellewell discuss a¬†coronavirus tracing app and the privacy concerns that may come about from a legal perspective.¬†Bill and Rob...,   In the final episode of season three, co-hosts  Bill Mariano and  Rob Hellewell discuss a  coronavirus tracing app and the privacy concerns that may come about from a legal perspective.  Bill and Rob bring on  Sara Lockman of Walmart to discuss the mysteries behind machine learning. Together they cover what machine learning is, the benefits, success stories, and more by uncovering answers to the following questions: What is machine learning? What are the benefits of machine learning? What are some challenges to be aware of when implementing machine learning?  What are some best practices to put in place when using machine learning?  Are there any major differences between implementing machine learning on investigations versus litigation?  What are some of the practical applications you have seen used in the context of cases? How do you convince the non-believers? The season ends with key takeaways from the guest speaker section. Connect with us  Twitter , discover more about our speakers and the show  here . Related Links Blog Post:  Big Data and Analytics in eDiscovery: Unlock the Value of Your Data Podcast Episode:  The Future is Now ‚Äì AI and Analytics are Here to Stay Podcast Episode:  Tackling Big Data Challenges Podcast Episode: New Efficiency Gains in TAR 2.0 and CMML Revealed About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ai-and-analytics, analytics, ai/big data, tar/predictive coding, podcast, ai-and-analytics,, analytics; ai-big-data; tar-predictive-coding; podcast
June 23, 2020
Podcast
managed services, podcast, ediscovery-review,

Myth Busters - The Managed Services Edition

In the second episode of season four, co-hosts¬†Bill Mariano and¬†Rob Hellewell kick off the show with¬†Sightings of Radical Brilliance. In this episode, they discuss¬†how the¬†U.S. House plans to...,   In the second episode of season four, co-hosts  Bill Mariano and  Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they discuss how the  U.S. House plans to start voting remotely and the impacts this could have on the legal space.  They then introduce the next guest speaker segment, which features  Tracy Hallenberger of Baker Botts. They unravel the myths behind managed services and discuss the key benefits of this modern approach to ediscovery through the following questions:  What are some of the top myths that are associated with managed services? What about this myth around lesser quality? What about the myth around it being more expensive? What about this lower service level to lawyer myth? What are the key benefits of a managed services model? Our co-hosts wrap up the episode with a few key takeaways. Join in the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Case Study:  Lighthouse‚Äôs Managed Service Solution Delivers More Than $13 Million in Savings over Six Years Case Study:  Top Ten Global Law Firm Realizes BeneÔ¨Åts of Lighthouse Managed Services About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ediscovery-review, managed services, podcast, ediscovery-review,, managed-services; podcast
June 23, 2020
Podcast
cybersecurity, podcast, data-privacy, ediscovery-review, information-governance,

Managing Cybersecurity in eDiscovery

Law & Candor co-hosts¬†Bill Mariano and¬†Rob Hellewell kick things off with¬†Sightings of Radical Brilliance, in which they discuss¬†how¬†password dumping can improve your security and what that means...,   Law & Candor co-hosts  Bill Mariano and  Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss how  password dumping can improve your security and what that means for the future of security.  In this episode, Bill and Rob are joined by  Dave Kuhl of Lighthouse. The three uncover the complexities around managing cybersecurity as well as practical tips for overcoming challenges via the following questions: What are the recent complexities around managing cybersecurity? What are today‚Äôs biggest threats? What are some key lessons learned around these challenges? How do you combat cybersecurity challenges? How do you get ahead of these issues before they hit? In conclusion, our co-hosts end the episode with key takeaways. To join the conversation, connect with us  Twitter and discover more about our speakers and the show  here . Related Links Blog Post: Cybersecurity in eDiscovery: Protecting Your Data from Preservation through Production Blog Post: Top Three Tips for Structuring an Effective eDiscovery Security Evaluation Podcast Episode:  Cybersecurity in eDiscovery: Protecting Your Data from Preservation through Production Webinar Recording: The Risks of Cybersecurity in eDiscovery ‚Äì Is Your Data Safe? About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , data-privacy; ediscovery-review; information-governance, cybersecurity, podcast, data-privacy, ediscovery-review, information-governance,, cybersecurity; podcast
June 23, 2020
Podcast
ediscovery process, legal ops, podcast, ediscovery-review, legal-operations

eDiscovery Program Starter Pack: Uncover Key Ways to Build an Effective & Efficient eDiscovery Program

In the fourth episode of season four, co-hosts¬†Bill Mariano and¬†Rob Hellewell discuss the¬†first-ever trial by Zoom, how it all went down, as well as what may expect to see looking forward.¬†Bill...,   In the fourth episode of season four, co-hosts  Bill Mariano and  Rob Hellewell discuss the  first-ever trial by Zoom , how it all went down, as well as what may expect to see looking forward.  Bill and Rob then introduce their guest speaker,  Zander Brandt of Lyft, who shares his experience as a two-time corporate ediscovery ‚Äúfirst employee‚Äù and what it takes to set up an effective and efficient ediscovery program. Zander answers the following questions in this episode: What is that like being the first corporate ediscovery employee? Where do you start in a role like this? What are the key initial steps to take when coming on board? What are things to avoid? Common pitfalls? What are the recommendations/best practices for those looking to implement an efficient ediscovery program today? Our co-hosts wrap up the episode with a few key takeaways. Follow us on  Twitter and discover more about our speakers and the show  here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ediscovery-review; legal-operations, ediscovery process, legal ops, podcast, ediscovery-review, legal-operations, ediscovery-process; legal-ops; podcast
June 23, 2020
Podcast
emerging data sources, podcast, chat-and-collaboration-data, microsoft-365

Emerging Data Sources – Get a Handle on eDiscovery for Collaboration Tools

In the first episode of season four, co-hosts¬†Bill Mariano and¬†Rob Hellewell, introduce themselves and welcome listeners back for a fourth season of Law & Candor, the¬†podcast wholly devoted to...,   In the first episode of season four, co-hosts  Bill Mariano and  Rob Hellewell , introduce themselves and welcome listeners back for a fourth season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. To kick things off, Bill and Rob begin with Sightings of Radical Brilliance, the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. In this first episode, they dive into a recent story around  COVID-19 and the reformation of legal culture .  The guest speaker segment for episode one highlights  Ellen Blanchard of T-Mobile. Ellen, Bill, and Rob discuss the growth in emerging data sources, especially with the introduction of more remote work due to COVID-19. They cover tips on how to manage, collect, process, and review collaboration data for ediscovery purposes via the following questions: What has changed over the last couple of years and even in the last few months with COVID-19? How do you get a handle on these data sources? How do you weigh that balance between risks and what teams need to use to be productive? What are some key tips to keep in mind when managing ediscovery around collaboration tools? At the end of the episode, Bill recaps key takeaways and thanks Ellen for joining. If you enjoyed the show, join in the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Case Study:  Rapid and Reliable Chat Message Review About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , chat-and-collaboration-data; microsoft-365, emerging data sources, podcast, chat-and-collaboration-data, microsoft-365, emerging-data-sources; podcast
June 23, 2020
Podcast
legal ops, podcast, legal-operations ,

Legal Operations 101: Skills for Success

Co-hosts Bill Mariano and¬†Rob Hellewell kick episode 3 of season 4 off with another riveting¬†Sightings of Radical Brilliance segment where they uncover how¬†biometric data will impact ediscovery...,   Co-hosts Bill Mariano and  Rob Hellewell kick episode 3 of season 4 off with another riveting Sightings of Radical Brilliance segment where they uncover how  biometric data will impact ediscovery and  why it is important to protect this data .  Bill and Rob are accompanied by  Debora Motyka Jones of Lighthouse, who shares what today‚Äôs legal operations landscape looks like as well as the key competencies for those looking to succeed in the field. In this segment, Debora uncovers the answers to the following questions:  What is legal operations? What are today‚Äôs legal operations trends? What are some of the core competencies for departments? What are some of the skills that individuals in the field need to focus on? What are the best practices when it comes to legal operations? The show concludes with key takeaways from the guest speaker segment. Join the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Blog Post: Legal Operations... Is it a Fad or Here to Stay? Blog Post:  Managing Your (Legal Ops) Budget with Five Simple Tips Blog Post:  Budget Busters and How to Avoid Them: Budgeting Tips for Legal Operations Professionals Blog Post: Putting Together an Effective Legal Strategy Session About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , legal-operations, legal ops, podcast, legal-operations ,, legal-ops; podcast
March 24, 2020
Podcast
self-service, spectra, podcast, ediscovery-review, ai-and-analytics

The Future of On-Demand SaaS Software for Small Matters – A Self-Service Model Story

Co-hosts Bill Mariano and¬†Rob Hellewell kick things off with another riveting¬†Sightings of Radical Brilliance segment where they uncover how¬†real-time translation tools are breaking down barriers...,   Co-hosts Bill Mariano and  Rob Hellewell kick things off with another riveting Sightings of Radical Brilliance segment where they uncover how  real-time translation tools are breaking down barriers and what this means for the future of legal space. Next, Bill and Rob set the stage for the final recorded guest speaker segment of the live Law & Candor show during Legaltech. For this session, they were accompanied by  TracyAnn Eggen of Dignity Health and  Steve Clark of Dentons, who discuss the future of on-demand SaaS software for small matters from both a corporate and a law firm perspective. In this segment, TracyAnn and Steve uncover the answers to the following questions:  What triggered the move to a SaaS model? How did you get wide-scale adoption? What are some best practices for implementation? The show concludes with key takeaways from the guest speaker segment. Join the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Blog Post: Overcoming  Top Objections for Moving to a Self-Service eDiscovery Model Blog Post:  Building a Business Case for Upgrading Your eDiscovery Self-Service Practices in Six Simple Steps Blog Post:  Top Four Considerations for Law Firms When Choosing a SaaS eDiscovery Solution Podcast Episode: Moving to the Cloud Part 1: A Corporate Journey Podcast Episode:  Moving to the Cloud Part 2: A Law Firm Journey About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ai-and-analytics, self-service, spectra, podcast, ediscovery-review, ai-and-analytics, self-service, spectra; podcast
March 24, 2020
Podcast
ai/big data, podcast, ai-and-analytics,

Tackling Big Data Challenges

Big data challenges and key ways to overcome them with AI, analytics, and data re-use are uncovered in this podcast episode.,   In the very first episode of season three, co-hosts  Bill Mariano and  Rob Hellewell , introduce themselves and welcome listeners back for another riveting season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. To kick things off, Bill and Rob begin with Sightings of Radical Brilliance, the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. In this first episode, they dive into a recent story around the  Astros cheating scandal and their illegal use of technology to observe and relay the signs given by the opposing catcher to the pitcher known as sign-stealing. Before our co-hosts jump directly into the guest speaker segment of today‚Äôs episode, they set the stage for the first three episodes of season 3, which are recordings from the first-ever live Law & Candor show during Legaltech this past January. All three live segments are trickled out over the next three episodes.  The guest speaker segment for episode one highlights,  Josh Kreamer of AstraZeneca. Josh, Bill, and Rob discuss ever-evolving technology and data sources, and how it is now more challenging than ever to combat the cost and complexities associated with legal data. They tackle these key questions and Josh provides answers to the following:  What are some of the biggest data challenges in the industry today? What are some key solutions to these challenges? How do you implement these solutions? How do you get buy in from your team/get them excited to move forward with implementation? In conclusion, Rob shares top takeaways from episode one. If you enjoyed the show, join in the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Podcast Episode:  The Future is Now ‚Äì AI and Analytics are Here to Stay About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ai-and-analytics, ai/big data, podcast, ai-and-analytics,, ai-big-data; podcast
March 24, 2020
Podcast
self-service, spectra, analytics, emerging data sources, ai/big data, podcast, ediscovery-review, ai-and-analytics

eDiscovery Shark Tank - What’s Worth Your Investment in 2020?

In the final episode of season three, co-hosts¬†Bill Mariano and¬†Rob Hellewell discuss the¬†New York SHIELD Act and its impact on data and security requirements within the space in the¬†Sightings of...,   In the final episode of season three, co-hosts  Bill Mariano and  Rob Hellewell discuss the  New York SHIELD Act and its impact on data and security requirements within the space in the Sightings of Radical Brilliance segment. Bill and Rob shake things up a bit in the final guest speaker segment of the season by conducting an eDiscovery Shark Tank-style episode, where they bring on  Chris Dahl of Lighthouse to share the most forward-thinking and innovative solutions to industry challenges that are worth folks‚Äô 2020 investment. Chris covers the following key questions: What are some of the key innovations in the legal space today? What innovations around SaaS are worth investment? How is the SaaS paradigm impacted on a global perspective? What about big data analytics? When it comes to collaboration, chat, and social, what solutions are there? What about continuous program updates, what can folks be looking for? The season ends with key takeaways from the guest speaker section.  Connect with us  Twitter , discover more about our speakers and the show  here . Related Links Blog Post:  Best Practices for Embracing the SaaS eDiscovery Revolution Podcast Episode: Microsoft Office 365 Part 1: Microsoft‚Äôs Influence on the Next Evolution of eDiscovery Podcast Episode:  Microsoft Office 365 Part 2: How to Leverage all the Tools in the Toolbox About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ai-and-analytics, self-service, spectra, analytics, emerging data sources, ai/big data, podcast, ediscovery-review, ai-and-analytics, self-service, spectra; analytics; emerging-data-sources; ai-big-data; podcast
March 24, 2020
Podcast
tar/predictive coding, podcast, ai-and-analytics,

New Efficiency Gains in TAR 2.0 and CMML Revealed

In the fourth episode of season three, co-hosts¬†Bill Mariano and¬†Rob Hellewell converse around the innovation behind family tracking apps and how¬†one app helped capture a criminal in this...,   In the fourth episode of season three, co-hosts  Bill Mariano and  Rob Hellewell converse around the innovation behind family tracking apps and how  one app helped capture a criminal in this episode‚Äôs Sightings of Radical Brilliance segment.  Bill and Rob then introduce their guest speaker,  Nordo Nissi of Goulston & Storrs, and together they dive into new and uncovered efficiency gains around TAR 2.0 and CMML. They ask Nordo the following questions: What are TAR 2.0 and CMML? What are some efficiency gains you have seen around these workflows? What are some of the hidden efficiencies you have seen? What are some techniques to get to those? In the end, our co-hosts wrap up the episode with a few key takeaways. Follow us on  Twitter and discover more about our speakers and the show  here . Related Links Case Study:  Drug Store Giant Sees Significant Data Reduction About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ai-and-analytics, tar/predictive coding, podcast, ai-and-analytics,, tar-predictive-coding; podcast
April 6, 2020
Podcast
ediscovery process, podcast, ediscovery-review,

Special Edition: The Impact of COVID-19 on the Legal Space Now & Beyond

In this special edition of Law & Candor, co-hosts¬†Bill Mariano and¬†Rob Hellewell, kick things off with¬†Sightings of Radical Brilliance, the part of the show where they discuss the latest news of...,   In this special edition of Law & Candor, co-hosts  Bill Mariano and  Rob Hellewell , kick things off with Sightings of Radical Brilliance, the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. Within this episode, they discuss the recent innovative trend around large car manufactures switching gears around their production plans in the midst of COVID-19 to help  develop ventilators and  supply masks to help fight the pandemic. Related to COVID-19, the guest speaker segment of the show features Lighthouse‚Äôs CEO, Brian McManus, who shares his take on the industry impacts of COVID-19. The trio cover current top company priorities, common themes being heard throughout the industry, as well as the lasting impacts of this pandemic on the legal space by answering the following key questions: What are key company priorities? What are current employee safety priorities and items to be aware of? What is the industry saying? What will be the lasting impact of COVID-19 on the legal space?  In conclusion, they share top takeaways from the episode. If you enjoyed the show, join in the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Webinar Recording: Top Tips for Staying Productive and Connected While Working from Home  About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ediscovery-review, ediscovery process, podcast, ediscovery-review,, ediscovery-process; podcast
March 24, 2020
Podcast
microsoft, gdpr, data-privacy, cross border data transfers, podcast, data-privacy, microsoft-365, chat-and-collaboration data,

How Microsoft 365 and GDPR Are Driving a Proactive Approach to eDiscovery Across the Globe

Law & Candor co-hosts¬†Bill Mariano and¬†Rob Hellewell kick things off with¬†Sightings of Radical Brilliance, in which they discuss¬†changes the legal system may face thanks to¬†innovation brought...,   Law & Candor co-hosts  Bill Mariano and  Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss changes the legal system may face thanks to  innovation brought about by AI, big data, and online courts .  In this episode, Bill and Rob are joined by  Mike Brown of Lighthouse. The three uncover how Microsoft 365 (M365) and GDPR are driving change for a more proactive approach to ediscovery across the globe and answer the following questions:  How have GDPR and M365 changed company attitudes from a reactive to a more proactive approach to ediscovery? How does Brexit impact this? How does a company actually become GDPR compliant? How do companies prepare? How do DSARs come into play? How does M365 help solve for these concerns? In conclusion, our co-hosts end the episode with key takeaways. To join the conversation, connect with us  Twitter and discover more about our speakers and the show  here . Related Links Blog Post:  Why Moving to the Cloud is a Legal Conversation , data-privacy; microsoft-365; chat-and-collaboration-data, microsoft, gdpr, data-privacy, cross border data transfers, podcast, data-privacy, microsoft-365, chat-and-collaboration data,, microsoft; gdpr; data-privacy; cross-border-data-transfers; podcast
March 24, 2020
Podcast
gdpr, data-privacy, information-governance, compliance and investigations, podcast, data-privacy, information-governance

Data Privacy in a Post-GDPR World: Facing Regulators and Ensuring Compliance Through Rock-Solid Information Governance Practices

In the second episode of season three, co-hosts¬†Bill Mariano and¬†Rob Hellewell kick off the show with¬†Sightings of Radical Brilliance. In this episode, they discuss¬†how¬†technology competence has...,   In the second episode of season three, co-hosts  Bill Mariano and  Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they discuss how  technology competence has become a priority for today‚Äôs lawyers, which has become a recent hot topic within the space as more  states make technical competence for lawyers mandatory .  They then introduce the next guest speaker segment from the live recording of Law & Candor during Legaltech, which features Kelly Clay from GSK. They explore how GDPR has impacted the ediscovery world, both globally and in the US, since its enactment and focus on ways to mitigate risk by uncovering answers to the following questions:  What key challenges have GDPR and the rise of recent privacy laws created globally and in the US? How can information governance and compliance practices mitigate data privacy and security risks? What are best practices or key recommendations for listeners? Our co-hosts wrap up the episode with a few key takeaways. Join in the conversation on  Twitter and discover more about our speakers and the show  here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , data-privacy; information-governance, gdpr, data-privacy, information-governance, compliance and investigations, podcast, data-privacy, information-governance, gdpr; data-privacy; information-governance; compliance-and-investigations; podcast
December 4, 2019
Podcast
g suite, ediscovery process, podcast, chat-and-collaboration data, information-governance

Understanding and Creating Effective and Best eDiscovery Practices for G-Suite

In the final episode of season two, co-hosts¬†Bill Mariano and¬†Rob Hellewell discuss what a¬†US approach to data protection and privacy would look like in the¬†Sightings of Radical Brilliance segment...,   In the final episode of season two, co-hosts  Bill Mariano and  Rob Hellewell discuss what a  US approach to data protection and privacy would look like in the Sightings of Radical Brilliance segment of the show. In particular, they discuss how we are seeing these pop up on a state-by-state basis and whether we need a Federal law that applies to privacy.  Bill and Rob are joined by  Alison Shier , Client Development Manager at Lighthouse, to discuss the challenges and best practices around G-Suite data for their sixth and final episode of the season. The three cover the following questions:  Is leveraging G-suite a more common trend/theme in the space? How is Gmail data different than Outlook data?  What are some of the challenges around managing this data? What are some of the downstream issues and challenges around review of this data? How do we address these challenges? How do TAR and analytics impact G-suite data? The season ends with key takeaways from the guest speaker section.  Connect with us  Twitter , discover more about our speakers and the show  here , and, if you are interested in attending the live podcast show at Legaltech,  email us for details. About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , chat-and-collaboration-data; information-governance, g suite, ediscovery process, podcast, chat-and-collaboration data, information-governance, g-suite; ediscovery-process; podcast
December 4, 2019
Podcast
cross border data transfers, podcast, data-privacy, information-governance

Would a No-Deal Brexit Change How We Handle Cross-Border Collections in Europe?

Law & Candor co-hosts¬†Bill Mariano and¬†Rob Hellewell kick things off with¬†Sightings of Radical Brilliance, in which they discuss¬†personalized and predictive medicine and how¬†apple watches have...,   Law & Candor co-hosts  Bill Mariano and  Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss  personalized and predictive medicine and how  apple watches have been saving lives . In addition, they dive into what these trends mean for the legal field. In this episode, Bill and Rob are joined  Josh Yildirim , Executive Director of Service Delivery of Europe at Lighthouse. The three of them jump into the current status of Brexit and what the future of cross-border data collections could look like. Below are the questions they address:  Where we are at currently with Brexit and whether a no-deal is likely? How could this potentially impact data privacy? How could this impact cross-border collections? What are some practical tips when it comes to potential challenges? What are companies going to need to do to prepare? In conclusion, our co-hosts end the episode with key takeaways. To join the conversation, connect with us  Twitter and discover more about our speakers and the show  here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , data-privacy; information-governance, cross border data transfers, podcast, data-privacy, information-governance, cross-border-data-transfers; podcast
December 4, 2019
Podcast
privilege, podcast, ai-and-analytics, ediscovery-review

The Privilege in Leveraging Privilege Review Tools

In the second episode of season two, co-hosts¬†Bill Mariano and¬†Rob Hellewell kick off the show with¬†Sightings of Radical Brilliance. In this episode, they discuss¬†AI and how this comes into play...,   In the second episode of season two, co-hosts  Bill Mariano and  Rob Hellewell kick off the show with Sightings of Radical Brilliance. In this episode, they discuss  AI and how this comes into play in the game of poker as well as what that means for the industry. Next, they introduce their guest speaker for episode two,  Joanna Harrison ,Solutions Architect at Lighthouse, to discuss the privileges of using privilege review tools in ediscovery. Together, they uncover the answers to the questions below: Why is privilege a priority? Why are the current methods in which privilege gets identified for review inefficient? Why is privilege review so important for folks in the ediscovery space? What kind of tools are out there to assist with privilege review? What about privilege logs? What are some key tips or tricks for setting up privilege workflows? Finally, our co-hosts wrap up the episode with a few key takeaways. Join in the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Blog Post: Finding the Needle Faster ‚Äì Speeding up the Second Request Process Case Study: Drug Store Giant Sees Significant Data Reduction Case Study: When the Government Investigates About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , ai-and-analytics, privilege, podcast, ai-and-analytics, ediscovery-review, privilege; podcast
December 4, 2019
Podcast
emerging data sources, preservation and collection, podcast, digital-forensics, chat-and-collaboration-data, digital-forensics, information-governance, microsoft-365

Data Preservation in the World of Ephemeral Data, Mobile Devices, and Other New Challenges in Forensic Technology

Co-hosts Bill Mariano and¬†Rob Hellewell share details around the¬†five biggest data breaches of the year so far in¬†Sightings of Radical Brilliance and what this means for the future of legal...,   Co-hosts Bill Mariano and  Rob Hellewell share details around the  five biggest data breaches of the year so far in Sightings of Radical Brilliance and what this means for the future of legal space. Next, Bill and Rob bring on  Jerry Bui , Executive Director of Digital Forensics at Lighthouse, to help uncover the answers to the following questions around data preservation when it comes to ephemeral and encrypted data:  What do ephemeral and encryption mean? What are the different types of enterprise communication platforms? Which platform gives you the most in terms of investments from a legal and compliance perspective? What about data privacy on these platforms? How is the personal data treated? What should IT and Legal departments keep in mind when it comes to platforms that are not encrypted? The show concludes with key takeaways from the guest speaker segment. Join the conversation on  Twitter and discover more about our speakers and the show  here . Related Links Podcast: Digital Forensics Future About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , chat-and-collaboration-data; forensics; information-governance; microsoft-365, emerging data sources, preservation and collection, podcast, digital-forensics, chat-and-collaboration-data, digital-forensics, information-governance, microsoft-365, emerging-data-sources; preservation-and-collection; podcast; digital-forensics
December 4, 2019
Podcast
cybersecurity, preservation and collection, processing, podcast, data-privacy, information-governance, ediscovery-review,

Cybersecurity in eDiscovery: Protecting Your Data from Preservation through Production

In the fourth episode of season two, co-hosts¬†Bill Mariano and¬†Rob Hellewell begin with¬†Sightings of Radical Brilliance and the recent¬†trend of folks moving away from email and towards text and...,   In the fourth episode of season two, co-hosts  Bill Mariano and  Rob Hellewell begin with Sightings of Radical Brilliance and the recent  trend of folks moving away from email and towards text and chat tools . They dive into the diverse challenges and risks associated with this shift. Next, Bill and Rob introduce their guest speaker,  David Kessler , Head of Data and Information Risk, United States, at Norton Rose Fulbright US LLP, to discuss cybersecurity challenges across the various stages of the EDRM. In this episode they ask the following key questions to David: What does a high-level overview of data security look like today? Who does this affect? Where are vulnerabilities within the EDRM? What are some key solutions for overcoming top challenges? In the end, our co-hosts wrap up with a few key takeaways. Follow us on  Twitter and discover more about our speakers and the show  here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , data-privacy; information-governance, cybersecurity, preservation and collection, processing, podcast, data-privacy, information-governance, ediscovery-review,, cybersecurity; preservation-and-collection; processing; podcast
December 4, 2019
Podcast
ediscovery process, podcast, legal-operations, information-governance

Bridge the Gap: Innovative Ways to Enable eDiscovery Collaboration Between Legal and IT

In the very first episode of season two, co-hosts¬†Bill Mariano and¬†Rob Hellewell, introduce themselves and welcome listeners back for another riveting season of Law & Candor, the¬†podcast wholly...,   In the very first episode of season two, co-hosts  Bill Mariano and  Rob Hellewell , introduce themselves and welcome listeners back for another riveting season of Law & Candor, the podcast wholly devoted to pursuing the legal technology revolution. To kick things off, Bill and Rob begin with, Sightings of Radical Brilliance, the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. In this first episode, they dive into a recent story around  how legal technology helped capture the BTK killer and recap the key legal mistakes of this notorious serial killer. In the guest speaker segment of the show, our co-hosts were joined by  Craig Shaver , Director, eDiscovery Program, Hilton Worldwide, who helped them uncover the answers to the following questions around cross-departmental collaboration: What are the current challenges in play when IT and Legal are out of sync? Why is it critical for these two groups to be in sync? What are some of the risks of these groups being out of alignment? Who is the best person to lead the effort of aligning Legal and IT? Are there other departments within an organization that need to be at the table as well? What are the greatest challenges you‚Äôve seen in achieving better alignment? What are some new ways these two groups can ensure they are in alignment? What are the benefits to an organization of this alignment? In conclusion, our speakers share top takeaways. If you enjoyed the show, join in the conversation on  Twitter and discover more about our speakers and the show  here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click  here .   , legal-operations; information-governance, ediscovery process, podcast, legal-operations, information-governance, ediscovery-process; podcast
September 20, 2019
Podcast
ediscovery-and-review

The Truth Behind Data Reuse

Discover how data repositories can be set up to reuse data for future matters in this podcast episode.,   In the second episode of season one, co-hosts Bill Mariano and Rob Hellewell kick off the show with SIGHTINGS OF RADICAL BRILLIANCE. In this episode, they discuss the company Big Moon Power and some of the exciting things they are doing to harness the power of ocean tides to generate electricity. Next, they introduce their guest Erika Namnath , Executive Director of Advisory Services at Lighthouse, to discuss the truth behind data reuse. Together, they uncover the answers to the questions below: What is data reuse? What are the different types of data reuse? How would you reuse data around trade secrets and IP? What about privilege, PII, and PHI? What are some of the current limitations that companies are facing when trying to leverage data reuse? What about objectively non-responsive documents? How do you handle those types of work product for data reuse? What are the key benefits of data reuse? Finally, our co-hosts wrap up the episode with a few key takeaways. Join in on the conversation on Twitter and discover more about our speakers and the show here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click here . , ediscovery-review, ediscovery-and-review, data-re-use; podcast
September 16, 2019
Podcast
ai-and-analytics

The Future is Now – AI and Analytics are Here to Stay

In the d√©but episode, co-hosts Bill Mariano and Rob Hellewell introduce themselves and the premise of Law & Candor ‚Äì a podcast wholly devoted to pursuing the legal technology revolution.To kick...,   In the d√©but episode, co-hosts Bill Mariano and Rob Hellewell introduce themselves and the premise of Law & Candor ‚Äì a podcast wholly devoted to pursuing the legal technology revolution. To kick things off, Bill and Rob introduce the first segment of the podcast - SIGHTINGS OF RADICAL BRILLIANCE - which, as the name implies, is the part of the show where they discuss the latest news of noteworthy innovation and acts of sheer genius. In this episode, they dive into a recent story around Elon Musk‚Äôs brain-to-computer interface and what this means for the legal space. In the next segment - the guest speaker segment - our co-hosts are joined by Karl Sobylak , Senior Product Manager at Lighthouse, to uncover the answers the following questions around AI and analytics: Why do data science and analytics seem to be making great progress in so many industries aside from the law? How will AI and analytics be incorporated in the day to day life of a lawyer? What about the fear that AI and analytics will replace lawyers, is this true? What about the potential for AI and machine learning to be more limited in the law than they are for other industries, is that true? What‚Äôs the hardest part about applying data science to the law and how would this work for a corporate legal department? In conclusion, our speakers share three top takeaways and preview the next episode. Enjoy the show? Join in on the conversation on Twitter and discover more about our speakers and the show here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click here .   , ai-and-analytics, ai-and-analytics, analytics; ai-big-data; podcast
September 20, 2019
Podcast
microsoft-365, information-governance

Moving to the Cloud: A Law Firm Journey

In the final episode of season one, co-hosts Bill Mariano and Rob Hellewell share their thoughts around AI-enabled deep fakes in SIGHTINGS OF RADICAL BRILLIANCE. In particular, they chat about the...,   In the final episode of season one, co-hosts Bill Mariano and Rob Hellewell share their thoughts around AI-enabled deep fakes in SIGHTINGS OF RADICAL BRILLIANCE. In particular, they chat about the implications and dangers around this technology and what that means for the legal space and beyond. Bill and Rob bring on David Arlington , Special Counsel at Baker Botts, to discuss the move to the Cloud from a law firm‚Äôs perspective. Bill and Rob cover the following questions with David in the season finale: Why did the firm decide to move to a cloud-based service? Did you get any pushback or fear around moving to the Cloud, and, if so, how did you handle it? How long did it take to get up on the Cloud, from the initial decision to getting up and running on the Cloud? What were some of the unanticipated surprises that popped up during this process? What kind of advantages have you seen so far? The season ends with key takeaways from the guest speaker section and a reminder to watch for the release of season two in December. Connect with us Twitter and discover more about our speakers and the show here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click here .   , information-governance; microsoft-365, microsoft-365, information-governance, self-service, spectra; cloud-migration; podcast; law-firm
September 20, 2019
Podcast
microsoft-365, information-governance, chat-and-collaboration-data

Microsoft Office 365 Part 2: How to Leverage all the Tools in the Toolbox

In the fourth episode of season one, co-hosts Bill Mariano and Rob Hellewell begin with SIGHTINGS OF RADICAL BRILLIANCEaround the dawn of realistic face masks as well as retina scans and...,   In the fourth episode of season one, co-hosts Bill Mariano and Rob Hellewell begin with SIGHTINGS OF RADICAL BRILLIANCEaround the dawn of realistic face masks as well as retina scans and fingerprints for authentication, and the security and legal concerns that hide beneath. Next, Bill and Rob introduce guest Chris Hurlebaus , eDiscovery Architect at Lighthouse, to discuss the tools that are available in Office 365 and how to leverage them. The speakers cover the following questions in this episode: What do I need to know around Office 365 licensing when having an ediscovery conversation? What Office 365 tools are currently available to users? What are the different options/subscription levels? What are the advanced features of Office 365? What about reporting of ediscovery activities in Office 365? What is Microsoft looking to do next around this technology? In the end, our co-hosts wrap up with a few key takeaways. Follow us on Twitter and discover more about our speakers and the show here . Related Links Case Study: The Benefits of an Office 365 Workshop About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click here .   , microsoft-365; information-governance; chat-and-collaboration-data, microsoft-365, information-governance, chat-and-collaboration-data, microsoft; podcast
September 20, 2019
Podcast
information-governance, microsoft-365

Moving to the Cloud: A Corporate Journey

Law & Candor co-hosts Bill Mariano and Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss Rob Robinson's recent article around the eras of ediscovery and...,   Law & Candor co-hosts Bill Mariano and Rob Hellewell kick things off with Sightings of Radical Brilliance, in which they discuss Rob Robinson's recent article around the eras of ediscovery and where the industry is going next. In today‚Äôs episode, Bill and Rob are joined by Alex Shusterman , eDiscovery Manager at Accenture. The three discuss key components for corporate legal teams to keep in mind when considering the move to the Cloud as well as the benefits. Below are the questions they address: What are the key aspects corporate legal teams should keep in mind when considering the move to the Cloud? Why is it critical for Legal and IT to be in collaboration for these types of moves? What should corporate legal teams avoid when moving to the Cloud? What are lessons learned from moving to the Cloud? What are some of the benefits of moving to the Cloud? In conclusion, our co-hosts end the episode with key takeaways. To join in on the conversation, connect with us Twitter and discover more about our speakers and the show here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click here .   , information-governance; microsoft-365, information-governance, microsoft-365, self-service, spectra; cloud-migration; corporation; podcast
September 20, 2019
Podcast
microsoft-365, information-governance

Microsoft Office 365 Part 1: Microsoft’s Influence on the Next Evolution of eDiscovery

Co-hosts Bill Mariano and Rob Hellewell introduce the issues around ephemeral data in SIGHTINGS OF RADICAL BRILLIANCE. In particular, they look at the huge growth rates in Snapchat users and what...,   Co-hosts Bill Mariano and Rob Hellewell introduce the issues around ephemeral data in SIGHTINGS OF RADICAL BRILLIANCE. In particular, they look at the huge growth rates in Snapchat users and what the continued growth of ephemeral data means for the legal space. Next, Bill and Rob bring on Mo Ramsey , General Manager of Global Advisory Services at Lighthouse, to help uncover the answers to the following questions around Office 365 in the ediscovery space: What does Microsoft‚Äôs evolution of ediscovery capabilities in Office 365 look like? What‚Äôs Microsoft doing within ediscovery and how do they want to differentiate? What specific actions are advanced users able to perform in Office 365? What should teams consider when evaluating Office 365? The show concludes with key takeaways from the guest speaker segment. Join the conversation on Twitter and discover more about our speakers and the show here . About Law & Candor Law & Candor is a podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance. To learn more about the show and our speakers, click here .   , microsoft-365; information-governance, microsoft-365, information-governance, microsoft; podcast
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