Monday, October 7, 2013

Technology Summit 2013 Notes







Technology Summit 2013 Notes
 
 
I had the pleasure of attending the Texas Lawyers Technology Summit 2013. There will be multiple posts on “What to Do in eDiscovery” from this summit so, as Thomas Jefferson said… “When you reach the end of your rope, tie a knot in it and hang on!” Here we go…
Find the “One”
-          Find the one vendor for everything.
-          If you have more than one vendor it causes finger pointing.
-          You avoid loss of data while transferring from one vendor to another.
-          Your one vendor will know the IT Department, systems you are working with and will intimately get to know your company
*Chain of Custody comes into play here
*Having hard documents
*Have a viable scrubbing policy for your company. It was stated that ½ of all documents are kept after retention policy.
 
Speak Up
-          A good vendor = Communication. Vendors are not mind readers. They need to know the dates by which you have to have the requested information delivered.
-          Know your company’s vendor policy and procedure.
Some important questions to ask your vendor
               How does your vendor want to receive data?
                How much advance notice does your vendor need to produce your request?
                                What format?
                What is cost effective?
                                PDF v. TIF
                *Use your vendor as a resource!
In Communication with vendor
                Clarify what you want always.
                *Unitization of documents is hardest part of all in regards to eDiscovery.
 
Make sure your vendor has a primary contact. A “go-to” person who can answer questions, resolve conflicts and adhere to the company’s policy, procedure and protocol. And make sure your “go-to” person knows how to influence results without using authority. 


 
Tip
 
Document management is constantly changing. Just like the updates to your smart phone, what worked yesterday may not work today and it is vital to have a plan that has human error built in.
 


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