Category Archives: Tips and Training

Catalyst Releases New eBook on Legal Operations Strategies for Effective Oversight and Control of Discovery Spend

Gone are the days when corporate law departments could fly under the radar, operating outside of budgets (or without budgets) because litigation was deemed too capricious and unpredictable to effectively manage like other business units within the company.

Today’s corporate law department is expected to run like any other high-performing business department: on budget, with measurable results. In-house counsel and e-discovery teams, increasingly led by legal operations professionals, thus need to learn how to accommodate and work within shrinking budgets, controlling costs without sacrificing outcomes. Continue reading

Five Steps to Better Oversight and Control of E-Discovery Spend

What’s in your legal data warehouse? Don’t know? Or don’t have one? If you work at a law firm, there’s no imperative to create a mechanism to share data elsewhere—outside counsel concerns are winning cases. For corporate legal departments, however, it’s a problem: in-house counsel, legal operations professionals and even the c-suite are increasingly asking for more effective oversight and control over e-discovery spend.

“What gets measured gets managed,” the late management consultant Peter Drucker reportedly said. How, in practical terms, are corporate legal departments measuring and managing? Are legal departments incorporating business intelligence (BI) into their day-to-day operations to get the data and analytics they need to be more efficient and manage legal spend more effectively? Continue reading

Our 10 Most Popular Blog Posts of 2015 (So Far)

With 2015 already half over, we thought it would be interesting to look back at which were our most popular posts on this blog. These are the posts that received the most traffic during the first six months of the year, regardless of the year the posts were originally published.

As you can see, there is great interest among our readers in a simple but vexing question: How many documents are in a gigabyte? Two posts on that topic by Catalyst’s CEO John Tredennick are persistently among our most popular, as is a third on how many bytes in a gigabyte. And stay tuned, because John has been promising still another update with new information.

Other popular topics included technology assisted review, privilege logs, e-discovery costs and e-discovery ethics. Continue reading

TAR 2.0 Capabilities Allow Use in Even More E-Discovery Tasks

Recent advances in Technology Assisted Review (“TAR 2.0”) include the ability to deal with low richness, rolling collections, and flexible inputs in addition to vast improvements in speed. [1] These improvements now allow TAR to be used effectively in many more discovery workflows than its traditional “TAR 1.0” use in classifying large numbers of documents for production.

To better understand this, it helps to begin by examining in more detail the kinds of tasks we face. Broadly speaking, document review tasks fall into three categories:[2]

  • Classification. This is the most common form of document review, in which documents are sorted into buckets such as responsive or non-responsive so that we can do something different with each class of document. The most common example here is a review for production.
  • Protection. This is a higher level of review in which the purpose is to protect certain types of information from disclosure. The most common example is privilege review, but this also encompasses trade secrets and other forms of confidential, protected, or even embarrassing information, such as personally identifiable information (PII) or confidential supervisory information (CSI).
  • Knowledge Generation. The goal here is learning what stories the documents can tell us and discovering information that could prove useful to our case. A common example of this is searching and reviewing documents received in a production from an opposing party or searching a collection for documents related to specific issues or deposition witnesses. Continue reading

New Training Blog Provides Tips and Tricks for Catalyst Products

Patty Daly

Did you know that Catalyst Insight includes a variety of “hotkey” shortcuts that can help save costly reviewer time? Would you know how to conduct a search for initials in Insight without also bringing up every word in which those letters appear together?

You can learn tips and tricks such as these by following the newly launched training blog from Catalyst’s training department. The blog is intended to help users get the most out of Catalyst’s products such as Insight and Insight Predict. The blog will also provide announcements of new and updated training materials and of updates to products and features. Continue reading

Slides from ‘TAR for the Real World: Practical Problems, Pragmatic Solutions’

As mentioned here yesterday and as covered in Law Technology News, Catalyst sponsored a panel discussion at the offices of Kirkland & Ellis in New York last week, TAR for the Real World: Practical Problems, Pragmatic Solutions.

Moderated by Law Technology News Editor-in-Chief Monica Bay, the panel featured Jason Baron, of counsel at Drinker, Biddle & Reath;  Clifton Dutton, senior vice president and director of strategies and e-discovery at AIG Legal Operations Center; Conor Crowley of Crowley Law Office; John Tredennick, Catalyst’s founder and CEO; and Jeremy Pickens, senior research scientist at Catalyst.



New York Panel of E-Discovery Experts Will Address TAR for the Real World

If 2012 was the year in which technology-assisted review (TAR) came into its own, then 2013 is the year in which TAR is adapted to the realities of modern litigation. In the real world of e-discovery review, challenges come not just from the explosion of data, but also from the constraints imposed by rolling collections, tight deadlines, and the need to start review right now.

This will be the topic Oct. 10 in New York City as a panel of e-discovery experts address the tough questions that don’t get answered in introductory programs on TAR. Continue reading

Finding Handwritten Documents from among Thousands of Scans

Recently, we had an interesting problem to solve for a client of ours: In a case with some 922,000 documents produced by the opposing party, there were roughly 720,000 documents that had been scanned and OCR’d.  These included a very large number of handwritten documents.  Most of the handwritten documents were significant, with pages of notes written on legal pads and memo forms.

Our client asked for our help in identifying the handwritten documents from among all those that had been scanned. To help us get started, our client provided us with a folder of about 4,000 examples. Continue reading

Conference: Electronic Discovery for the Small and Medium Case

edisc-conf-ad11Conferences and training programs about e-discovery tend to focus on big cases, big firms and big enterprise clients. This is understandable, given that the more electronically stored information there is at issue in a case, the more challenging are the discovery issues and the greater is the need for sophisticated technology to help tackle them. But lawyers in small and medium firms are no less likely to face e-discovery challenges — and for them the costs and learning curve associated with e-discovery can be an even greater hurdle.

Given this, it is noteworthy that the University of Florida Levin College of Law and The Electronic Discovery Reference Model are cosponsoring a first-of-its-kind conference, Electronic Discovery for the Small and Medium Case, April 4-5 in Gainesville, Fla.  Here is the summary from the conference website: Continue reading

Taming Big Data within the Corporate Litigation Lifecycle

How do big companies tame big data in litigation and e-discovery? That was the topic of a recent presentation by Christopher Toomey, director of alliances and channel development at Catalyst, and Jeremy Greshin, managing director of legal solutions at StoredIQ. Their talk, given Sept. 13, 2012, in Chicago, was presented by Thomson Reuters as part of its continuing Managing Litigation series. Below are the slides from their presentation. Continue reading