Embracing Change – ILTACON 2016 offers a look into your future

•August 29, 2016 • Leave a Comment

Disruption, change, evolution, revolution…can’t a person just relax?  Not if you want to stay alive and be job-secure in the fast-paced, constantly eruptive, shifting world of Legal IT.  What better place to get a grip and get your yoga on than ILTACON 2016.  This year’s location is DC’s National Harbor Gaylord Resort.  The Gaylords always remind me of “Silent Running”, that film with Bruce Dern about the atrium on another planet.  The Gaylord has it’s own ecosystem – you can check out, but you can never leave.

Here’s more to check out from the exhibitors at this year’s show:

Booth #327
LawBase will be showcasing their signature case and matter management product at ILTACON 2016.

LawBase is a powerful and configurable case and matter management solution, known for incredible flexibility without sacrificing functionality. LawBase’s strengths include its wide array of integrations with other popular legal software that maximize the return on investment for users. LawBase allows law firms, corporate legal departments and government agencies to track a file’s progress, maintain client files within various areas of the law, keep complete calendars and schedules, maintain file room management and perform large repetitive tasks with just a few keystrokes, saving time and money.

Booth #827
TCDI launched CVFox  earlier this year and will be demoing it at ILTACON 2016.

CVFox is an affordable end-to-end discovery solution for the legal industry and brings together data processing, complex databases, workflows and review strategies in one simplified SaaS product to streamline the review process for the corporate and law firm market. With CVFox, all cases are given access to the best available technology, including CAAT® analytics, at predictable pricing so they can be properly litigated and defended on merit.

Booth 1014

Law Bulletin Publishing Company (LBPC) announced that its JuraLaw® web-based national case, calendar and docket management Cloud-based product is now accessible from a mobile app called JuraLawyer™. JuraLawyer allows lawyers in a firm to have a clear view of their cases and upcoming events. JuraLawyer mobile also enables an attorney to comment on the outcome of an event and directly notifies the docket department through the JuraLaw dashboard. JuraLawyer is available from both the Apple and Google Play stores.

Levit & James
Booth 413

At ILTACON booth#413, Levit & James, Inc. will be demonstrating its Best Authority Table of Authorities software, which is now being used by 87 of the Am Law 100 law firms list for 2016 according to a recent announcement from the company. Best Authority is used by over 900 organizations and holds a commanding position in the TOA software category, having established an overwhelming lead over Thomson West and LexisNexis TOA products. Earlier this month, the company also announced that Ohio law firm Krugliak, Wilkins, Griffiths & Dougherty (KWGD) has successfully implemented Best Authority.

Booth #326

FRONTEO vice president of data science and strategy Richard Dilgren will speak in a panel session on “A Road Map for Gathering and Analyzing Client Discovery Data across Matters” on September 1 at 1:30 pm in National Harbor rooms 12 and 13. The panel will explore how legal departments are using business intelligence across matters to reuse work product such as privilege calls, relevance and specific coding calls — all on the same documents and previously reviewed.

In the exhibit hall FRONTEO will show the TRUST Business Intelligence Portal, a client portal powered by Business Intelligence (BI) technology. The TRUST portal summarizes volumes of data from the Relativity eDiscovery platform, the Relativity User Activity and Status function and financial data repositories.
Sample Dashboards Include:
· Relativity Database Statistics (Hosting Storage, Last Access Database Information)
· Relativity User Statistics (Users Provisioned, User Activity and Last Usage)
· Project Management Dashboard (Ticket Status and Trends from FRONTEO’s ERP PM Tool)
· Finance Dashboard (Spend information from Finance and Accounting Systems)
FRONTEO experts will be on hand to discuss Business Intelligence (BI) and Artificial Intelligence (AI) technologies in legal solutions.

Booth # 801/803

In August, BigHand celebrates 10 years of operation in North America. They will be demonstrating just how far they have come with their go-to voice solutions which support paperless, efficient working and allow users to work in smarter and leaner ways than ever before. BigHand specializes in speech, task delegation, document creation and process improvement solutions that help customers achieve more in less time. The company has worked with clients over many years with highly successful digital dictation solutions, and has built on this deep customer knowledge to extend its offering further. BigHand’s Voice, Delegation and Improvement product suites are HIPAA compliant to protect the privacy and security of protected health information (PHI) as defined in the HITECH Act. BigHand is also ISO27001 certified.

LawStudio by Veritext
Booth # 1022

Veritext, the world’s largest court reporting company, will be demonstrating its latest version of LawStudio, the company’s secure cloud-based collaboration platform and online workspace. The latest version includes improved security features, tighter integration with Microsoft® Office and new time-saving aspects. When e-discovery is complete, LawStudio allows users to organize and manage all case materials, including case documents, transcripts, exhibits, video testimony and more. LawStudio has a robust set of tools to facilitate the identification and tracking of pertinent evidence such as issues, facts and testimony. It also allows users to collaborate and securely share documents with their litigation team, clients, experts and outside counsel.

Booth #: 1028

nQueue announces the launch of InfoRoute. InfoRoute allows you to scan documents consistently from any number of “onramps” – multi-function devices, desktop scanners, facilities management, even already-electronic documents – process them into any file format and accurately OCR them, and then route them automatically to the “offramp” of your choice, such as DMS, email, or network folder. All in about one second per page.

Booth #506

InOutsource, a trusted consulting and technology implementation services company, now offers law firms business intelligence consultation and implementation services. The new business intelligence services will help law firms gain real-time insight into performance, enable key stakeholders to regularly evaluate business practices and empower rapid changes and ongoing improvements. InOutsource will scope and define requirements for a business intelligence solution that is efficient and effective in solving business problems. The company will assist with:

• Firm-wide business intelligence and analytics strategy development
• Platform evaluation and selection
• Intuitive data analysis and data visualization design
• Predictive analytics and data modeling

InOutsource will demonstrate its business intelligence capabilities and the industry-leading records management solution FileTrail at ILTACON 2016. Contact johnzahradnick@inoutsource.com to reserve your demonstrations.

Company leaders will also be speaking at ILTACON. Megan Beauchemin will discuss “Data Analytics You Can Do Now in Legal” on Monday, Aug. 29 at 2:30 PM ET. On Thursday, Sept. 1 at 9 AM ET, Nancy Beauchemin will join panelists Roger L. Bonine of Marshall, Dennehey, Warner, Coleman & Goggin and Abby Ross Spilker of Miles & Stockbridge P.C. to discuss “Maximizing Efficiencies with Technology-Backed Workflows.”


Booth 101/ #103

Join Tikit and a panel of law firm experts for their solution spotlight session “LTC4 and Attorney Technology Competency: Going Beyond Theory to Reality” on Tuesday, August 30  from 8.30am – 10:00am in  Annapolis 1 & 2. This session is ideal for anyone interested in attorney technology proficiency and an update on how competency certifications like LTC4 and legal technology assessments are moving the needle in law firms and influencing legal service delivery. Tikit also just announced increased demand for its new Carpe Diem Next Generation timekeeping solution. Within the last 13 months, more than 25 law firms in North America and the UK have chosen Tikit’s latest Carpe Diem Next Generation solution as either an upgrade or a new acquisition  including leading national firm Harris Beach PLLC. Currently, there and more than 100,000 timekeepers worldwide running Carpe Diem timekeeping solutions. According to Rick Shutts, Chief Information Officer at 200+ attorney firm Harris Beach, the firm chose Carpe Diem Next Generation based on new technology architecture, a focus on risk reduction, and a new UI/UX that promotes user adoption specifically related to time capture and entry. “Tikit’s complete redevelopment of Carpe Diem Next Generation Timekeeping started with new and better architecture and development practices, both of which helped to reduce risk related to integration issues and future development and support. Most importantly, the redevelopment did not negatively affect our attorneys’ affinity for the proven Carpe Diem interface including the popular, productivity-enhancing smart-timers,” added Shutts. Carpe Diem Next Generation, eMarketing version 6 and its document lifecycle solutions can all be test driven at theTikit booth #101/103. For a complete list of Tikit ILTACON 2016 events, demos and sessions, click here.

Handshake Software, Inc.

Booth 513/515

Handshake Software, Inc., the market leading, award-winning provider of SharePoint-based products and services to the legal market, and the native cloud DMS provider NetDocument just announced the release of Handshake Portals for NetDocuments. This new product, developed by Handshake Software and based on its core product architecture, provides a comprehensive portal environment within the NetDocuments DMS user interface.  NetDocuments customers can now view and interact with integrated, contextualized Financial, CRM, HR, news, and legal research information about clients and matters all from within their DMS. The Handshake Portals for NetDocuments solution extends Handshake Software’s popular products to deliver portal functionality in NetDocuments without requiring SharePoint. In addition, Handshake will feature its Universal Search solution. Recently, Am Law 100-ranked firms Ogletree, Deakins, Nash, Smoak & Stewart and Baker, Donelson, Bearman, Caldwell & Berkowitz selected Handshake Universal Search  (formerly known as SP Bridge) to deliver SharePoint-based enterprise search solutions, replacing Recommind’s Decisiv Search platform.  To date, 20% of the Am Law 100 have licensed Handshake’s Universal Search. ILTACON attendees can visit the Handshake booth for more details and live demos.


Booth 601/603

As has become customary for its ILTACON participation, NetDocuments is heading into this year’s conference with major Microsoft news. NetDocuments has deepened its Microsoft Office 365 integration by now offering support for Microsoft Flow, a new SaaS offering in Office 365 for automating workflow across a growing number of applications and cloud services. NetDocuments’ Microsoft Flow announcement follows Microsoft’s selection and inclusion of NetDocuments into its exclusive cloud storage provider program, and is the latest example of increased collaboration and integration with Microsoft Office 365. This integration enables an individual to securely login and create/edit/save content simply from within a web browser or iOS device, eliminating the need for either the local installation of Office, or being forced to save contents in OneDrive. The integration also enables Office 365 single sign-on, streamlining the user experience and highlighting both NetDocuments’ and Microsoft’s commitment to a cloud-first approach to application development, delivery, and integration. The Microsoft Flow and NetDocuments integration automates manual repetitive tasks across the ecosystem of productivity tools and technologies to improve the lives of busy legal professionals. Microsoft Flow can detect trigger events from NetDocuments, Office 365 or other applications automatically causing actions or initiating workflows within Microsoft Flow supported apps.

The NetDocuments Microsoft Flow integration will be presented at the ILTACON 2016 conference in National Harbor, MD on August 31, in demo room Chesapeake D at 9:00AM. For a full list of NetDocuments educational sessions and product showcases, click here. NetDocument’s ILTACON products & services update can be downloaded at http://bit.ly/NDproducts.

11th Anniversary ILTA/InsideLegal Technology Purchasing Survey to be unveiled at ILTACON

ILTA and InsideLegal will be releasing the findings of the “2016 ILTA/InsideLegal Technology Purchasing Survey” at ILTACON 2016. The law firm technology purchasing survey, which is distributed to all ILTA member firms, includes detailed technology budget data; updated information on firms’ purchasing influences and patterns; legal IT department trends and challenges; and expansive sections on specific legal technology purchases – both last year’s and those planned for the upcoming year. The 2016 survey findings are being presented as part of the 13th Annual ILTA/InsideLegal Vendor Education Program on Monday, August 29th, 1:30-4:00 pm, Gaylord National, Potomac 1 (Ballroom Level/Conference Side) [Map to Potomac 1]. The 2016 survey can also be downloaded at www.Insidelegal.com after 5 pm EST on Monday, 8/29.

eDiscovery/eDisclosure Core Competency (ECC) Learning Plan

On Monday at ILTACON 2016, LTC4 announces the official release to its members of its much anticipated eDiscovery/eDisclosure Core Competency (ECC) Learning Plan following the peer review announced at LegalTech earlier in the year.  Designed to assess legal professionals’ understanding of eDiscovery, the LTC4 ECC Learning Plan is a competency curriculum created by the LTC4 ECC Learning Pod, a team of U.S. and U.K. based eDiscovery thought leaders.

Inspired by the globally accepted eDiscovery framework of the Electronic Discovery Reference Model (EDRM), the ECC Learning plan provides a practical, workflow-based scenario approach to assess knowledge of eDiscovery/eDisclosure areas including Identification, Preservation, Collection, Processing, Review, Analysis and Production.
LTC4 Chairman and Founding Member Bonnie L. Beuth, Information Systems Trainer at FordHarrison, noted: “The ultimate goal of the ECC Learning Plan is to facilitate widespread eDiscovery competence for law firms, legal departments and law schools.”  Beuth will be speaking on a panel at ILTACON on Tuesday, August 30 entitled “A Crash Course in Attorney Tech Audits.”

Tinker, Lawyer, Justice, Spy – LegalTech NYC 2016

•January 29, 2016 • Leave a Comment

legaltech-logoIt’s that time of year again! At least the snow storm hit NYC a week earlier than usual so that this year’s LegalTech won’t be a big ‘if’ for visitors traveling to the Big Apple.  Weather looks clear at least for the first day – Tuesday, February 2nd – which kicks off with the Keynote session, “How is Technology Being Used in Today’s Court Rooms and Cases?” and features a panel of several US District Court Judges to talk about how they are using technology and some of the challenges they face.  “Cybersecurity and Data Espionage: Spy Stories for Lawyers” starts off day two featuring Eric O’Neill, Founding Partner of the Georgetown Group.  If you attend this one, they may have to kill you :).  And finally, day three is led by the keynote, “Private Network Servers, Deleted Emails & Texts and Other Controversies in the News“.  A host of other sessions will be offered on advanced eDiscovery topics, information and cloud-governance, risk management and regulatory compliance.  One of the spicier series of sessions is sponsored by Codex, the Stanford Program in Law, Science and Technology (LST), entitled, “Legal Disruption Lightning Rounds One and Two.  All of the session information is available online in the LegalTech sessions list.

LegalTech NYC is the first big tech show of the year and always includes big product announcements and launches.  Here is a preview of what you can expect to see in the LegalTech NYC exhibit hall – a complete list of exhibitors can be found here.  Here’s what’s to come:

JuraLaw (Booth 1521)

JuraLaw® from Law Bulletin Publishing Company will be rolling out its new mobile version of its cloud-based case, calendar and docket management product.  JuraLawyer™ provides firm lawyers with a view into their upcoming calendars and cases and allows them to send comments back to the firm’s docket professionals with regard to outcomes.  JuraLaw, the most innovative legal calendaring product available, is the first and only completely cloud-based docket management product. The JuraLawyer™ mobile app is the first of its kind and will greatly improve communication between lawyers and the docket department furthering risk aversion in the law firm.  Stop by JuraLaw Booth #1521 and experience the mobility of JuraLawyer™.

Inventus (Booth #507)

Inventus, LLC, a top-tier international legal process outsourcing (“LPO”) services provider to Fortune 1000 corporations, global law firms, and government agencies, announced that the company is launching Spotlight. Inventus Spotlight is a sophisticated business data analytics platform which provides clients with unparalleled insights into their litigation portfolio, enabling comprehensive outsourcing visibility, predictability and cost management.  Inventus will showcase Spotlight in booth #507.

Inventus Spotlight is an advanced business analytics application.  Aggregating data from various sources including Relativity, LAW and other third party applications, Spotlight gives clients real-time insight into their data and litigation portfolio.  This tool empowers clients to quantify the ROI on eDiscovery spend and better manage and predict the capital that goes into their eDiscovery budget.  Because data is presented in fully customizable charts and graphs, clients can now easily prepare law department budgets and executive level presentations. Spotlight is available on mobile devices and tablets providing clients with access into their data anytime and anywhere.

Omtool (Booth #310)

Omtool™, Ltd. (OMTL.PK), the trusted provider of document capture, fax and workflow solutions, will be demonstrating its popular AccuRoute Document Capture Platform solution at LTNY booth #310.

AccuRoute is used by law firms in many innovative ways, to scan and route current documents and also to digitize the records room, an increasingly popular request.  Omtool Executive Vice President Karen Cummings explains, “Many law firms are now facing the final frontier of document scanning – the records room. With AccuRoute, we are able to help them scan their entire records room contents directly into their DMS which provides the benefits of efficiency, searchability, cost savings and greater client responsiveness.”

This week, Omtool also publishes results of a survey entitled “Patterns and Trends in Digitizing Client Records at Law Firms.”  Conducted by ALM, the survey polled legal professionals to uncover trends in legal records scanning including whether firms were scanning, to what extent, what drove these initiatives, the benefits they realized, and what their future plans were.

The survey’s findings showed that 69% of firms were already scanning at least some records. Of those, the biggest benefits of implementing records digitization were increased efficiency (on locating and retrieving records), lower costs (related to storage, courier costs, office space requirements, etc.) and improved staff productivity. However, only 35% of them were scanning both current and historical records; most firms’ digitizing initiatives were limited to only current records.  65% of respondents had yet to digitize their records room, so law firms still have far to go in their quest to go paperless.

Catalyst (Booth #1411)

Catalyst, the leader in powerfully simple e-discovery, today announced its agenda for Legaltech NY 2016 that includes an opening night concert, “Rock More, Review Less,” a fund raiser for Equal Justice Works, and the plenary session on the first day of the show.
The Catalyst Legaltech Agenda

  • Throughout the show at Booth #1411, Catalyst will demonstrate Insight Predict, Legaltech’s 2015 new product of the year honoree, and discuss the launch of its new global forensic investigation and collection services, and how to lower the total cost of review
  • Catalyst will present the Day 1 Plenary Session, “TAR for Smart People: The Future of CAL,” on Feb. 2, 12:30 to 1:30 p.m. The session will discuss how to take technology assisted review to the next level, using it to enhance early case assessment, quickly find key documents in inbound productions, protect privilege and more. Speakers will be John Tredennick, CEO and founder, Catalyst; Diane Barry, assistant attorney general/e-discovery, Massachusetts Attorney General’s Office; Dera J. Nevin, director, E-Discovery Services, Proskauer Rose LLP; Daniel J. Polatsek, partner, Katten Muchin Rosenman LLP; and, Sharyn M. Procaccio, vice president, assistant general counsel, Hunt Companies
  • Catalyst will also be releasing the second edition of “TAR for Smart People.” Revised and expanded, the second edition has new chapters focused on learning about TAR and CAL, along with new case studies that reinforce the power of TAR 2.0 systems, and updates on TAR case law with the latest decisions. This edition also reflects comments from readers that led to the updated and clarified sections. Available in hard copy or eBook format at the booth.
  • Opening night party, “Rock More, Review Less,” an informal event with live music, all to benefit Equal Justice Works – a non-profit network dedicated to the mission of creating a just society by mobilizing the next generation of lawyers committed to equal justice – on Feb. 2, 8:30 to 11:30 p.m., in the West Grand Ballroom. The event is co-sponsored by Catalyst’s partners DSicovery, Ricoh, BIA, Brainspace, The Claro Group, the Document Control Group, Innovative Discovery, and ALM

Venio Systems (Booth #1994)

At Legaltech 2016, Venio Systems is launching VenioOne, the latest incarnation of its flagship end-to-end e-discovery platform. As a single, end-to-end platform, VenioOne is designed to reduce risk and cost while increasing speed to completion of discovery projects, as data need not be transferred from one system to another, so it cannot be lost in transit. There is also a cost savings because there is no need to buy multiple software products and an end-to-end platform also improves project workflow, as documents that have been culled out stay in the system, in case they are needed later due to a change in trial strategy or key words.

BQE Software (Booth #1520)

BQE Software, Inc., a world leader in time, billing, accounting and project management software, has released powerful updates for BillQuick® Legal 2016 to accelerate the efficiency, effectiveness and convenience of legal time tracking and billing. The new features in BillQuick Legal 2016 enable attorneys and legal professionals to effortlessly organize matters and manage accounts payable. BQE Software will offer demonstrations of the solution during Legaltech New York in booth number 1520, February 2-4. Designed to help attorneys and legal professionals optimize processes for maximum results, the new features for BillQuick Legal 2016 focus on automation, efficiency and technical excellence.

LawBase (Booth #311)

LawBase is launching LawBase 12.5 at Legaltech New York Feb. 2-4. The product will be available for viewing at booth #311 or private demos are being offered in the company’s suite. LawBase 12.5 includes a new workflow editor, customized tool tips, improvements to LBConcierge automation tool and Exchange integration, enhanced html and rich text data types, and improved product update distribution method.

LawBase is a powerful and configurable case and matter management solution, known for incredible flexibility without sacrificing functionality. LawBase’s strengths include its wide array of integrations with other popular legal software that maximize the return on investment for users. LawBase allows law firms, corporate legal departments and government agencies to track a file’s progress, maintain client files within various areas of the law, keep complete calendars and schedules, maintain file room management and perform large repetitive tasks with just a few keystrokes, saving time and money.

TCDI Fox (Booth #1311)

TCDI is launching Fox, an affordable end-to-end discovery solution for the legal industry at Legaltech New York. Fox brings together data processing, complex databases, workflows and review strategies in one simplified SaaS product to streamline the review process for the midtier corporate and law firm market. Fox ensures all cases are given access to the best available technology, including CAAT® analytics, at predictable pricing so they can be properly litigated and defended on merit.

In addition to having demos of Fox available in its booth (#1311) at Legaltech New York, the company is partnering with ALM to bring a Fox Hunt to the event. Attendees will receive texts throughout the event to learn more. More information is available at www.tcdifox.com.

LawStudio by Veritext (Booth #1515)

Veritext will be demonstrating LawStudio – its new secure, cloud-based collaboration platform built especially for the legal industry and released this past fall. Veritext is also offering Legaltech attendees a special introductory offer of $99 per user per month when users sign on for a one-year subscription.

BigHand (Booth #1404)             

BigHand’s  productivity technology offers enterprise digital dictation, mobility applications, speech recognition, document creation, formatting, and metadata management software applications; giving professionals proven business applications that enable them to increase operational efficiencies and reduce overhead costs. BigHand also provides a workflow management solution that allows businesses to use BigHand’s extensive workflow, priority and collaboration tools to digitize and manage the document production and task delegation processes. This enables clients to attain greater visibility over their workload and benefit from greater efficiency through increased collaboration.

UnitedLex (Booth #2104)

UnitedLex (Booth #2104) will be showcasing its industry-leading legal and cyber risk strategies and solutions as well as their just-announced Total Project Cost Guarantee supported by its QuestioTM Discovery Service. In addition, UnitedLex will be discussing results from their Legal Department Operations Survey being released at the conference and trends that will have significant industry impact in 2016. See additional detail below.

  • Announcement of a Total Project Cost Guarantee: In response to the growing concern around rising legal spend, UnitedLex has announced a Total Project Cost Guarantee supported by its QuestioTM Discovery Service. As part of that guarantee, UnitedLex promises to deliver better and faster results at a fixed-fee price point – enabling greater cost predictability and a significant reduction of legal spend compared to vendors who price eDiscovery services using unit rates.
  • Total Project Cost & Performance Guarantees: The “old way” of pricing e-discovery services (per-gigabyte pricing, hourly rates and unrealistic estimates) is being replaced by the “new normal”: a focus on total project cost, fixed fees and performance guarantees. A recent ALM study found that a majority of respondents preferred “total cost” arrangements vs. negotiating lower unit rates, as the latter fails to provide the desired cost-cutting results.
  • Continued M&A in 2016: With recent acquisitions such as Consilio/Huron, DTI/Merrill, Epiq/Iris, legal tech companies need to demonstrate continuous positive valuation through innovation and differentiation or they will be ripe targets for consolidation.

In addition to the above topics, UnitedLex will be hosting a track, The “New Normal”: Coping with Today’s Leaner, Meaner, More Demanding Legal Environment, on Wednesday February 3. The track will include three sessions: 1) Transforming Your Legal Department into a Profit Center; 2) Slashing E-Discovery Costs: Innovative Approaches and New Pricing Models; and 3) Cyber Security: GCs on the Front Lines. We hope you will participate in one or more of these informative sessions.

Opus 2 (Booth #1304)

Building on the momentum of consistent triple digit growth rates, prestigious industry awards, a series of technical innovations, and surging use of its technology among US law firms, The US division of Opus 2 International (opus2.com), a worldwide litigation services and software development company, today announces the company’s plans for exhibiting at the LegalTech New York 2016 conference. Opus 2 intends to showcase two significant new developments for LegalTech attendees in Booth #1304:

  1. Opus 2 Magnum 6.0 empowers law firms with firm-wide transcript and case analysis software in a private cloud. At LegalTech New York, the company will officially launch enterprise licensing for Opus 2 Magnum with the release of Version 6.0 of its cloud-based platform for collaboration on transcripts, documents, key facts and attorney work product. Opus 2 Magnum 6.0 enables law firms to leverage the award-winning transcript and case analysis software on a strategic, firm-wide basis. Magnum 6.0 continues to drive workflow efficiency and empower case team members with better tools for managing work product, and it includes new functionality that will enable law firms to self-manage aspects of the tool and leverage it across all cases, while still gaining the advantages of a private cloud-based service. Demonstrations may be pre-booked by sending your preferred date and time to info@opus2.com.
  2. Opus 2’s blend of cutting-edge software, state-of-the-art infrastructure and industry-tested collaborative tools fuels a richer M&A experience. By appointment, Opus 2 will offer exclusive previews of its soon-to-be-released deal room of the future. This modern VDR will redefine how sensitive information is secured, accessed, reviewed and shared during 21st century transactions. It will streamline due diligence and give sellers unprecedented confidence throughout the process. To schedule an exclusive preview with Opus 2 legal consultant and product manager, Charlie Harrel, please send your preferred date and time to info@opus2.com.

NetDocuments (Booth #513)

Earlier this week, NetDocuments, the leading native cloud/SaaS-based document and email management service for law firms and corporate legal departments, announced its products’ integration with DocuSign Inc.’s eSignature and Digital Transaction Management (DTM) platform. SignatureBridge, a middleware technology developed by NetDocuments technology partner Trumpet, Inc., will deliver seamless, end-to-end digital signature and cloud-based document and email management for law firms and corporate legal departments. SignatureBridge addresses the needs of law firms and corporations who use NetDocuments and want the ability to “close the loop” as they route documents digitally for approval and electronic signature via DocuSign. Streamlining the process of managing digital signatures while securing transaction documents within the confines of the document management service ensures that security, compliance, and encryption are maintained while the digital signature takes place – this is a critical piece of firms’ overall information governance practices. In addition to showcasing the latest technology/third party integrations, NetDocuments will be hosting an invitation only executive briefing for large firm CIOs to provide an update on a record fourth quarter that saw the addition of 130 new NetDocs customers. NetDocs leaders will provide updates on the company’s expanding Microsoft alliance; current firm security and governance challenges and how NetDocs is addressing them; an update on the company’s predictive email management technology, and review of ndOffice, its embedded MS Office integration. Visit NetDocuments at #LTNY16 booth #513.

Zapproved (Booth #1400)

At LegalTech NY, Zapproved, creators of the Z-Discovery platform and Digital Discovery Pro, will be demonstrating a significant technological advancement in electronic discovery. Zapproved is breaking the data access barrier with 1TB/hour processing with Digital Discovery Pro. Digital Discovery Pro offers corporate legal teams immediate access when responding to litigation or conducting investigations. As SaaS based software built from the ground up, Digital Discovery Pro takes full advantage of cloud computing by tapping into the power of parallel processing, first pioneered in supercomputing. The software applies the amount of computing power required to accomplish any task quickly. The technology gives in-house legal teams unprecedented control, efficiency, and affordability over discovery.
Additional Show Highlights:

  • Mini-Survey Results: Zapproved will also be discussing the newly released findings of a mini survey they conducted on in-house legal staff’s use of and experiences with E-discovery Data Processing and Review.
  • Updates on Legal Hold Pro, Data Collect Pro, & the Z-Discovery Platform.

Lex Machina (Booth #100)

At LegalTech New York, Legal Analytics® creator Lex Machina will be previewing an exclusive new feature that dramatically improves the quality and accuracy of government-supplied attorney data for District Court cases. The new Attorney Data Engine is designed to enhance attorney information from PACER, which can be inaccurate, missing, or flat-out wrong. Attorney Data Engine enables lawyers to correctly identify which attorneys were associated with a specific case, and what role they played, so that they can better formulate winning legal strategies.


Earlier this week, DocsCorp, a global leader in integrated document workflow solutions and technologies, announced plans to deliver a new, cloud-based capability that will be called DocsCorp Cloud. In addition, DocsCorp will publish new Add-Ins that will extend the functionality of cleanDocs and compareDocs within Office 365.

The new solutions will be hosted on public cloud platform Microsoft Azure. The DocsCorp Cloud-based versions of cleanDocs and compareDocs will not replace desktop editions of these products, but will provide clients with additional options and a greater degree of flexibility in accessing DocsCorp technologies from devices such as Surface Pro, iPad, Mac, and web browsers. DocsCorp will continue to develop and enhance its suite of Windows-based desktop products, including contentCrawler and pdfDocs in addition to cleanDocs and compareDocs. The company is also in discussions with key partners in the Enterprise Content Management (ECM) and Document Management System (DMS) space about integrating their software with the DocsCorp Cloud.

Also, DocsCorp will be announcing enhanced integration between its suite of document productivity tools for PDF creation and editing, document comparison and metadata removal with iManage Work 9.3 and iManage Share at next week’s LegalTech New York (LTNY).

iManage Work and iManage Share are leading work product management solutions for professionals. iManage Share is the fastest and easiest way to secure share work product, such as documents, images and spreadsheets, from inside iManage Work. iManage Share fully integrates with iManage Work, Microsoft Outlook and the key legal productivity tools from DocsCorp, such as cleanDocs, to enable users to share and collaborate on business-critical documents in a way that maintains security and complies with industry standards on data governance, including audit control and tracking.

DocsCorp is not exhibiting at LTNY, but several executives will be attending so for more information or to schedule an in-person meeting at the show, email info@docscorp.com.


Lecorpio, the leader in intellectual property (IP) management and analytics software solutions, will be attending LTNY next week. Earlier this week, the company released results from a Patent Program Benchmarking Survey conducted to measure how companies are actively engaging with inventors, how they are communicating with them, and how they are rewarding them.

Elisa Cooper, VP of Marketing at Lecorpio, explains, “As expected, the survey shows that most IP-focused companies are financially rewarding their inventors at patent milestones including invention disclosure, patent filing, and issuance. However, we were surprised to learn that only 58% of respondents are tracking Key Performance Indicators (KPIs) to gauge quality, quantity and efficiency since corporate executives are often keenly interested in accountability derived by objective metrics.”

For more information about the Lecorpio survey or to schedule an in-person appointment during LTNY, email marketing@lecorpio.com.

Handshake Software

Handshake Software recently unveiled its integration partnership with the legal research platform Ravel Law. The strategic integration between the two companies’ products will significantly improve users’ Microsoft SharePoint-based search experience, underpinning Handshake Software’s “All knowledge. One place” approach to developing a comprehensive legal Knowledge Management (KM) technology solution. The integration combines Ravel Law’s powerful tools including interactive visualizations and analytics with Handshake Software’s SP Bridge, which extends SharePoint Search to a firm’s enterprise search platform and creates an environment where users can easily find and review critical firm data, firm expertise as well as on-premise and online legal research materials. This creates a powerful set of search results that allow an attorney to more effectively manage both the business and practice of law in a single environment. Lawyers, CIOs and Knowledge Management professionals want one system to deliver one-stop KM information to their users and Handshake Software delivers. This news comes a month after Handshake announced its integration with West km, the Thomson Reuters knowledge management platform. The integrations enable lawyers whose firms use Handshake to directly search West km from within their firm intranets. Visit the Handshake team at the Law Firm Chief Information and Technology Officers Summit 2016 #LFCIO16.

What is your passion? ILTACON 2015 Las Vegas wants to know!

•August 28, 2015 • Leave a Comment

Passion and Creativity

The organizers of ILTACON 2015 made a wonderful decision when they chose Sir Ken of TED Talk fame to kick-off their Conference with his Keynote Address on “How Finding Your Passion Changes Everything” on Monday, August 31st at 9 am at Caesar’s Palace, Las Vegas.  Sir Ken Robinson is a leading speaker and ‘authority’ on creativity and innovation. He is also extremely entertaining and willing to flip every norm upside down for amazing results.  This will be a great start to this year’s conference that promises to work on our strengths.  Building on the strengths of Las Vegas location, ILTACON has hired the comedian/juggler Mark Nizer for the second keynote on Wednesday.

IT and the Sexes

Another session of great interest is the session entitled “HELP! More Women Wanted!” This session will be presented by Donna Payne of the PayneGroup, Inc., Constance Hoffman of Bryan Cave, LLP and Sheryl Nolan of Microsoft Corporation – Legal and Corporate Affairs. The session will discuss the lack of women in technical roles and upper management in the legal profession. According to the statistics to be presented, only 26% of the positions described are occupied by women and they receive 73% the pay of their male counterparts. May be a worthy session to get some recruiting tips and help to balance and diversify the IT work environment.  Set for Monday 8/31/2015 from 4 to 5 pm. Another session on a similar theme is entitled “Lead with Confidence: Play to Your Strengths and Own Your Expertise” was formerly titled “Women Who Lead: I’m Not Sorry: Speaking Your Truth”.  This promises to bridge the gender communication gap and hopefully will be as entertaining as “Defending the Cave Man” and “Men are from Mars, Women are from Venus”.  Scheduled for Tuesday 9/1/2015 from 3:30 to 4:30 p.m.

Hey You, Get Offa My Cloud!

Inevitable Cloud sessions will ensue including, “Considerations and Consequences: Moving to Cloud Document Management” taking place on Monday 8/31/2015 at 2:30 pm.  Vendors that are part of that discussion include NetDocuments and iManage. “Deploying and Supporting Web Apps: Don’t Lose Your Head in the Clouds!” is set for Thursday 9/3/2015 at 3:30 pm. “Fact or Fiction? Will Legal Be Able To Leverage the Microsoft Cloud?” will hopefully answer some questions about Office 365 on Tuesday 9/1/2015 from “Up, Up and Away! Your Ascent into the Cloud!” rounds out the Cloud sessions on Monday from 1 to 2 pm.

10th Anniversary ILTA/InsideLegal Technology Purchasing Survey to be unveiled at ILTACON 

ILTA and InsideLegal will be releasing the findings of the “2015 ILTA/InsideLegal Technology Purchasing Survey” at ILTACON 2015. The law firm technology purchasing survey, which is distributed to all ILTA member firms, includes detailed technology budget data; updated information on firms’ purchasing influences and patterns; legal IT department trends and challenges; and expansive sections on specific legal technology purchases – both last year’s and those planned for the upcoming year. The 2015 survey findings are being presented as part of the 12th Annual ILTA/InsideLegal Vendor Education Program on Monday, August 31st, 1:30-4:00 pm, Caesars Palace, in Anzio meeting room (Promenade Level, 3rd Floor). The 2015 survey can also be downloaded at www.Insidelegal.com after 5 pm PST on Monday, 8/31. In addition, InsideLegal, joined by Skip Lohmeyer (CIO, Parker Poe Adams & Bernstein LLP), is offering “10 Years of the ILTA/InsideLegal Technology Purchasing Survey Findings”, a dedicated conference session for ILTA law firm members, on Thursday, September 3rd, 1:30-2:15 pm, in Roman Ballroom IV.


In addition to the sessions – of which they are four days of them – Exhibitors will be touting their wares in hall beginning with the Once Upon a Time themed Gala on Monday evening. Vendors will be in costume and hamming it up to get attendees in the right spirits. Among this year’s vendors are:

The Sackett Group, Inc., Booth 805

The Sackett Group, Inc. (“TSG”) celebrates its 25th year at ILTA (International Legal Technology Association), and also will unveil four new Windows 10 compatible releases of its Forte and MacPac software applications. First, to commemorate its 25th year in business, TSG has a creative exhibit at its ILTACON booth (#805) tracing the evolution of its software which started as a “Macro Package” or “MacPac” in WordPerfect and became the fully-integrated MacPac and Forte product lines available in Microsoft Word today. The interactive exhibit, called “Alice in Wonderland: Re-Envisioned,” transports ILTA members back in time “down the rabbit hole” to work hands-on with technology from the 1990’s such as MacPac for WordPerfect 5.1 DOS – TSG’s first-ever product, introduced in September 1990 – and MacPac for both Word 2.0 and Word 95.

Second, on the technology front, TSG is demonstrating updates to four of its software programs at ILTACON, including Forte 11.1, Forte Tools 11.1, MacPac 9.9.2 and MacPac Numbering 9.9.6. As mentioned before, each update has compatibility with Windows 10, and each has been fine-tuned based on Microsoft updates to Office 2013. TSG has completed phase one testing for compatibility with Office 2016 and is preparing updates for full compatibility. The new Forte 11.1 version includes an Insert function on the Forte ribbon, which enables users to create and save their own document packets (i.e., a living will, notary, cover letter, labels) and apply the saved data to all documents simultaneously. The same function works for clauses, precedents, and blocks of text.

JuraLaw Booth 109

JuraLaw®, the only completely Cloud-based legal calendaring and docket management software product available will be exhibiting in Booth 109.  Among the hot features JuraLaw will be demonstrating will be Global Find-and-Assign lawyers to cases and diary events, Multi-Copy of diary events and docket entries to multiple cases, and Multiple Reminder sets that make it almost impossible to miss critical court dates and deadlines.  The new features greatly increase workflow by minimizing data entry. JuraLaw does even more to limit data entry by combining court events, court docket entries, and automated court rules into the most easy-to-use, innovative legal calendaring and docket management system available. JuraLaw integrates well with NetDocuments to connect documents to cases, diary events and dockets. Finally, JuraLaw’s integration with MS Outlook calendar and email is top notch and helps keep lawyers from missing important dates and deadlines!

Opus 2 International, Booth 311

Opus 2 International, the leading provider of collaborative workspaces, will be focusing on “21st Century Transcript Management for the Modern Law Firm” at ILTACON 2015. Opus 2 will be exhibiting at Booth #311. The theme highlights dramatic changes in today’s legal marketplace as litigation becomes increasingly global and legal team members use mobile devices to collaborate across geographical and jurisdictional borders. ILTACON will be held at Caesars Palace Las Vegas from August 30 to September 3.

Chelsea Office Systems, Litéra Demo Room

On Monday, August 31st at ILTA, Roberta Gelb of Chelsea Office Systems (www.chelseaofficesystems.com) will be speaking on how to “Inspire Attorneys to Use Innova Document Production (Even Styles!)”. Roberta, an Innova expert, will explain how Innova 7.5.1 can be structured to encourage lawyer adoption of Innova document production and styles. She will demonstrate how even the most skeptical users can be impressed with the ease and benefits of complex document production. The session runs from 2-2:30pm in the Litéra Demo Room – Siena Room – Promenade Level at Caesar’s Palace. A new Apple iWatch will be raffled off at the end of the program.

Levit & James, Booth 617

Virginia-based Levit & James will be demonstrating Version 4 of Best Authority, which will be released in September. Best Authority software creates a Table of Authorities (TOA) and is used by over 850 law firms, government agencies and nonprofits, including 84 of the 100 largest law firms. Version 4 includes support for both Windows 10 and Office 2016, as well as 32- and 64-bit versions of Office. The new release also includes a variety of new features that make the formatting of a TOA exceptionally easy, especially for large or complex documents. In addition, there are performance enhancements that make the TOA creation process even faster. For more information, visit http://www.levitjames.com.

BigHand, Booth #518-520

With the launch of the BigHand Now workflow platform and BigHand Capacity Manager workflow planning tool, as well as the addition of the BigHand Office suite of products (formerly Esquire Innovations product line), the company is evolving the BigHand brand to better represent its growing portfolio of law firm productivity technology.

BigHand Now enables law firms to streamline all of their task delegation processes into one easy-to-use solution, enabling attorneys to easily move work to their support staff. This enhanced solution will serve to reduce inefficiencies and increase accountability between attorneys and support staff, via an incredibly easy to use and implement workflow solution, similar to the one incorporated in BigHand’s popular voice productivity software.

BigHand Capacity Manager is a new tool that will give firms insight into their overall workload across the firm and the capacity of their resources. This knowledge enables management to balance team workloads for the most efficient results, as well as plan for contingencies when work suddenly picks up or slows down.

BigHand will also be previewing a new product, BigHand Assemble, that allows organizations to automate content assembly in their documents, empowering users to achieve standardization and reduce human error.

Innovative Computing Systems, Booth #304

The experts at Innovative Computing Systems expect most conversations at ILTA to surround cloud computing, managed IT services and enterprise content management. Law firms are moving at a faster pace than ever to cloud storage or a hybrid of cloud and physical servers to store their firm’s data.
Cloud computing offers firms a number of benefits, including the elimination of repeating capital expenses, easier mobile access to information, security, and faster disaster recovery.

The trend of law firms engaging outside expertise to provide IT services is on the rise. Law firms have very unique needs for IT support and should only consider using experts with legal industry experience when it comes to managed services.

Enterprise Content Management – iManage is a great document management system for law firms, and our experts can make it an even more powerful and easy-to-use tool for your firm, but law firms need expert help to configure iManage to their firm’s needs.

NetDocuments, Booth #: 701/703

NetDocuments has announced next generation security and compliance technology for customer-controlled, cryptographic encryption keys, private storage options, and local HSM (hardware security module) which provides a complete “silent subpoena defense, and data sovereignty with in-country data storage requirement” solution for global firms operating under regulatory restrictions, across international jurisdictions, or who have corporate clients who demand it.

On the heels of the Decisiv Email acquisition from Recommind earlier this year, NetDocuments’ email management offering, NetDocuments EM, has incorporated key components of the Decisiv predictive and mobile email filing technology into NetDocuments global cloud infrastructure, eliminating much of the complexity and initial investment required to use the service. This reduces the dependency on a CAPEX investment and moves NetDocuments EM in line with NetDocuments DM (document management) leveraging a true cloud/SaaS OPEX model for service delivery.

Recently new AMLAW clients include Pillsbury, Baker Donelson, Davis Wright Tremaine, and Buchanan, each of which have over 1,000 people and multiple offices. NetDocuments now has more than 15 of the AMLAW 100 using either NetDocuments EM, NetDocuments DM, or both services combined.

Founded in 1999, NetDocuments services hundreds of thousands of users across 140 countries. The software provides organizations with the power and simplicity of built-in disaster recovery, matter centricity, enterprise search, mobility, records management, collaboration, security, and compliance for documents and email.

Duff and Phelps, Booth #814

At ILTACON 2015, Duff & Phelps will be presenting its Best Practice model for Information Governance for Law Firms, discussing how firms can win more corporate business with Legal Project Budgeting and bringing clarity to the somewhat cloudy matter of Cloud Computing.

nQueue, Booth #904

At ILTACON 2015, nQueue will be introducing iA Scan Desktop. iA Scan Desktop allows legal and other professionals to easily and properly route scanned documents to a personal folder, email address or document management system, whether the scanning is done personally at a desktop scanner or remotely at a multi-function device or facilities management operation. It automatically opens a popup box on the desktop whenever a document is scanned. With just a few clicks, the owner can choose the electronic version’s format and destination. Because iA Scan Desktop leverages nQueue’s Adaptive Intelligence technology to anticipate the most likely client/matter detail and favorite destinations, documents can properly routed in as few as five clicks.

LawBase, Booth #228

LawBase is a powerful and configurable case and matter management solution, known for incredible flexibility without sacrificing functionality. LawBase’s strengths include its wide array of integrations with other popular legal software solutions that maximize the return on investment for users. LawBase allows law firms, corporate legal departments and government agencies to track a file’s progress, maintain client files within various areas of the law, keep complete calendars and schedules, maintain file room management and perform large repetitive tasks with just a few keystrokes, saving time and money.

Business Integrity, Booth #818

ILTACON attendees are invited to visit Business Integrity at booth 818 to see demonstrations of the latest versions of its popular ContractExpress document automation suite of products including ContractExpress 5.4, ContractExpress for Salesforce v.4 and ContractExpress for SharePoint v.5.

ContractExpress is trusted by the world’s leading law firms and corporations to generate standard legal documents from automated templates, reducing or eliminating the delays, costs, bottlenecks, and risks inherent with manual drafting. With automated contract drafting, lawyers are freed to work on higher value negotiations, non-standard matters, and realizable matters. The result is a faster, more efficient, more consistent, more compliant legal service.

In addition to exhibiting, Business Integrity is very proud to sponsor for the third consecutive year the ILTACON 2015 Law Department & Legal Operations Day on Monday, August 31. The event focuses on operational strategies and issues for legal technology professionals working in law departments or as part of legal operations. Legal department operations (LDO) is a growing segment of the legal industry focused on improving operational aspects of law department management. Registration for the event is exclusive to ILTA law department and legal operations staff.

InOutsource, Booth #716
InOutsource, a trusted consultation and legal technology implementation services company, has partnered with FileTrail to resell its records management solution. The agreement allows InOutsource, known for its information governance expertise and best practices, to offer hands-on implementation, deployment and configuration of software solutions.

InOutsource will demonstrate FileTrail Monday, Aug. 31 and Tuesday, Sept. 1 in Forum Ballroom 13 of Caesars Palace. To reserve a demonstration, visit http://www.inoutsource.com/contact-us/.
Two executives from InOutsource will also be presenting during ILTACON.

Nancy Beauchemin, CRM, president and founder of InOutsource, will join the panel discussion for “Building Information Governance Like ‘Ocean’s Eleven’” (scheduled for Aug. 31 at 1 p.m. PT). The session will cover how to assemble the perfect team for IT governance, risk and compliance (GRC).

On Sept. 3 at 2:30 p.m. PT, InOutsource’s Director of Operations Eric Mosca, CRM, will join a panel of law firm experts to discuss “Better Business Results through Better Business Intake.” He will cover the new pressures law firms face in regards to client intake and how technology can play a significant role in enabling quicker, more adaptable business acceptance and workflow execution.

Tikit, Booth 811/813

Tikit recently announced its Carpe Diem App for the Apple Watch. This app expands remote, on-the-go timekeeping options for legal professionals. The new natively designed App, developed using the new Apple OS2 operating system, is included with Tikit’s Carpe Diem Mobile module. The Tikit Carpe Diem Apple App for the Apple Watch is convenient and easy to use. A simple interface with both stopwatch and increment tracking, as well as narrative capture via voice, provides just the right level of functionality to engage users intuitively. The App will premiere at ILTACON 2015. For conference attendees interested in app development and in particular the conversation surrounding ‘HTML5 vs. Native’ should plan on attending Tikit’s Solution Spotlight session #SS003 titled ‘HTML5 vs. Native Development: Which Is Best? When and Why?’. Tikit also announced increased demand for its recently released Carpe Diem Next Generation timekeeping solution and eMarketing version 6 software. Within the last six months more than 20 Tikit clients, both in North America and the UK, have chosen Carpe Diem Next Generation timekeeping, as well as eMarketing version 6. These include prominent law firms Seyfarth Shaw, Finnegan and Stradley Ronon. In total, more than 20 percent of existing clients are in the midst of software upgrade projects, representing more than 5,000 users within North America alone. Carpe Diem Next Generation, eMarketing version 6 and the new Carpe Diem App for the Apple Watch can all be test driven at the Tikit booth #811/813.

Handshake Software, Inc., Booth 407/409

Handshake Software, Inc. and LexisNexis Legal & Professional recently previewed the integration of the LexisNexis® Digital Library with Handshake Software’s Portal & Search for Microsoft SharePoint 2013 and Office 365. The integration is licensed through Handshake Software and enables firm attorneys and law librarians to review and check out eBook titles via SharePoint, and gives them greater efficiency by contextualizing their subscription to LexisNexis Digital Library around practice areas, people, matters and more. It offers access to electronic titles that are relevant to the focus of a user within the SharePoint portal. For example, on a matter summary page, an attorney automatically sees and can access relevant digital publications for that particular matter in addition to financials, documents, contacts and other content. Handshake also announced that The Firm Directory, the leading people-based expertise location system for law firms and legal departments built on the Pulse collaboration platform, now integrates with its SharePoint-based Portals, Enterprise Search and data-driven Expertise Locator products. Clients can now utilize The Firm Directory’s skills taxonomy to surface attorney experience, which is now integrated with Handshake Software’s data-driven attorney expertise from financial and other line-of-business systems, time entries, documents and contacts.

Conference attendees interested in SharePoint case studies and new SharePoint expertise location products should attend the ‘Latest SharePoint Updates and Features’ conference session or CEO Doug Horton’s ‘Handshake Software: Find your true firm experts’ solution spotlight session on both on Wednesday, September 2nd. ILTACON attendees can visit the Handshake booth #407/409 for more details and live demos.

Encoretech, Booth 627

For legal technology training and learning program provider Encoretech , ILTA 2015  is all about the rise of Training-as-a-Service (TaaS). First introduced in 2014, TaaS is a flexible subscription-based managed service built on short, focused distance learning opportunities delivered by highly skilled instructors, individual deskside coaching and a rich catalog of well-designed, easy to digest on-demand content. The easy delivery of TaaS solutions and the results reported by early adopters such as Womble Carlyle have put TaaS on the map. Case in point, Encoretech is a short list candidate for ILTA’s 2015 Distinguished Peer Award in the ‘Innovative Solution Provider’ Category for the work on TaaS. Stop by ILTACON booth#627 to chat with the Encoretech team about how TaaS can work for you. Not convinced, listen to Encoretech President Jeffrey Roach explain TaaS  in his recent Reinventing Professional Services podcast. Need more reasons to seek out Encoretech? Stop by the booth to see the Suffolk/Flaherty Legal Tech Audit  and Assessment at work. For a complete list of Encoretech’s ILTA activities, click here.

So we’ll see you in Las Vegas – I’ll be dressed as Da Bears fan in Booth 109 on Monday night in the Exhibit Hall.  Please stop by and say “Howdy!”

Dave Glynn
Editor for LexTekReport.com

2015 8th Annual eDiscovery Survey Response Analysis

•July 10, 2015 • Leave a Comment

Survey Says:  Lawyers need more technical assistance with eDiscovery
By: Tom O’Connor

The Law Bulletin Publishing Company has just concluded its 8th Annual eDiscovery and Technology Survey of Illinois attorneys. The survey asked a number of specific questions regarding attorneys experience with eDiscovery matters, vendors and products. The final two questions asked for opinions as to what attorneys felt were the most important eDiscovery issues they faced.

Who’s Who?
The respondents to the survey represented a good cross-section of practitioners, with the majority being in private practice (68% – down slightly from the last four years at or just over 70%), 16% in government practice (up from 10% last year) and 5% in corporate practice, down nearly half from 9% from last year. The remainder were in a variety of administrative, teaching or public service roles. Of the private practitioners, 20% were in a solo practice, a return to the number of 2 years ago, while respondents from firms between two and twenty attorneys at 40% also returned to the 2013 number. Firms between 20 to 50 attorneys were at 8% (down 1%) while firms over 50 also increase to 27%, close to the 2013 number. And firms over 300 also jumped significantly, from .05% last year to 8% this year. The distribution of responses has gone back to a more balanced distribution with 40% solo attorneys and increased representation by large firms, compared to last year’s, down from last year’s dominance of nearly 2/3 of the responses from solo or small firms.


The number of partners dropped to 32% (down from 43% last year) with 11% being associates, both numbers returning to 2013 levels. In-house counsel dropped to 5% while the number of non-attorneys also returned to 2013 numbers at 39%. The overall trend, then, was a reversal of last year’s dominance by solo and small firm respondents and a return to a more balanced level of participation by large firm participants. An increasing number of ediscovery specialists, including IT managers, practice managers, paralegals, claims examiners, law students and even document reviewers also responded to the survey. 50% of the respondents identified themselves as litigation specialists (up slightly from 46% last year), with specific areas of Family Law, Personal Injury and Insurance dominating their practice areas. Corporate law rose from 5% to 16%, reflecting the increased number of in-house counsel answering the survey. Taxation dropped again (7% to 5%), Real Estate rose slightly (14% to 15%) as did Finance (7% to 11%) also reflecting the return of large firm responses. Probate law increased from 9% to 13% while Bankruptcy dropped slightly from 7% to 5% and Family Law logged in at 12%.

eDiscovery Initiatives

As with past years’s survey responses when a majority of respondents did not answer a general question about eDiscovery initiatives, avoidance of this area in this year’s survey responses was high. By noting that only half the respondents answered the general question, showing an ongoing lack of awareness of how ediscovery rules and principles are evolving. Although 68% of the respondents knew about the 7th Circuit ED Pilot Project (which has been underway in Chicago for the past three years) down from 74% last year, only 3% had heard of a similar project in the USDC for the Southern District of New York, down from 5% last year. 66% were familiar with the EDRM project (up strongly from 46% last year and soundly beating the 51% response from 2013) and the Georgetown ED Academy ticked up slightly from 10% to 11%.

eDiscovery Activities

Just as familiarity with the EDRM project increased, so too did the rate of knowledge with the components of that project. 58% felt they were familiar with identification and processing, 61% with review and litigation hold requirements. Only early case analysis and collection dropped slightly from 54% to 53% and 54% to 53% respectively. Familiarity with the Meet and Confer process increased slightly from 53% to 58% as did statistics for familiarity with the process itself. Last year, 80% said they had not actually participated in a Meet and Confer session, a number which dropped to 74%. And of those who did hold a Meet & Confer session, last year 82% said they didn’t know if it helped lower the costs in their matter, a number which dropped substantially to 53% this year. Several new questions in this section brought interesting results. 37% of respondents were aware of impending changes to the Federal Rules of Civil Procedure (FRCP) coming this December. But only 8% were aware of the recent Rio Tinto decision which dealt with standards for Technology-Assisted Review and even less, 3%, had heard of the Branhaven case dealing with attorneys’ ethical obligations during discovery under FRCP Rule 26(g).

Reference Sources
eDiscovery reference sources of information showed some significant shifts, notably an increased reliance on case law (up to 58% from 39%) and court rules (up to 44% from 38%). Conferences also showed a sharp increase (36% to 44%) while RSS feeds held relatively steady at 36% from last year’s 34%. Print media more than doubled (17% to 38%), better than the previous year’s responses and websites also rebounded from 30% to 40%. Consultants held steady at 16% while vendors surged from 13% to 25%. Social media showed an interesting divergence as Twitter only registered a 7% response but LinkedIn had a robust 27%. The drop in small firm respondents this year seems to have shifted the answers with a return to a more diversified set of information sources, but all respondents clearly were looking to case law and rules for guidance. Lawyers continue to acknowledge that there are multiple sources of information and are availing themselves of most of them.

How Much Is That Case Worth?

The increased survey participation by attorneys pushed a small increase in people saying they handled matters involving eDiscovery from 50% to 54%. Of those, 23% said that their eDiscovery caseload had increased from last year, the same percentage as last year.

A real surprise here was that 52% of the respondents said they had an eDiscovery matter in Circuit Court versus 45% in Federal court. The remaining 3% were in specialty courts. A major change this year was that 53% of the respondents had matters valued under $100,000 (up from 22% last year) while cases valued between $100,000 and $1,000,000 dropped slightly from 33% last year to 27% this year.

But for those who had eDiscovery matters, the number spending less than $50,000 on ED services dropped substantially from 70% to 57% while the number spending between $50,000 and $1,000,000 also dropped from 33% to 22%.

The above figures continue to counter the common perception that eDiscovery is a ’high-cost/big case Federal court’ area of practice. In fact, like most legal work in the U.S., the majority of the cases and the median costs appear at the low end of their respective ranges and that number continues to grow more than the high end number.

At the same time, the cost spent on those services has dropped, reflecting what appears to be smarter consumers using technology more effectively while forcing increased commoditization of eDiscovery services.


Methods and Services
The strong trend of in-house performance of eDiscovery services that started last year continues with 55% of respondents doing some form of in-house eDiscovery. In-house processing is at 48% while 60% are doing some form of in-house document review. A more specific breakdown of in-house tasks shows that on the technical side, 48% are doing collection themselves, while 59% performed redactions as part of the review process. Deduping picked up noticeably to 26%.

On the non-technical side, 48% engaged in some form of overall eDiscovery project management (the same as last year) while 40% performed Early Case Analysis, up from 25% last year. Only 37% said they rely on an outside service provider compared to 33% last year, while the hiring of an independent consultant ticked up to 37% from 26%.

The choice of outside service providers continues to be widely diversified. Of the 26 named providers, none had a double digit response and the single largest response was “Other”, where a list of small local companies figured heavily. Applied Discovery was the biggest loser, dropping from first place last year at 28% to 14% while Kroll dropped from 25% to 21% where they were joined by Advanced Discovery, FTI and DTI. Clearwell also showed a strong surge from 1% to 7%.

The “Other” response dropped dramatically from 41% to 21% but it is important to note that once again this year, this question, like several others, continues to have more non-responses than answers. 79% of the respondents did not answer this question and that margin may, in fact, dilute the significance of the specific answers.

Software of Choice
Just as with the choice of service providers, the selection of software continued to show major shifts although long-time leader Summation held steady at 33%. But Concordance rebounded from 30% to 47% and Ipro did the same from 9% to 14% local product Relativity and Thomson-owned CaseLogistix each jumped from 19% to 38%

Clearwell however dropped from 9% to 4% and Autonomy dipped from 6% to 5% a score shared by Catalyst.

Web-based products showed similar diversity:

On the Web
These numbers show a continued rise in web-based applications to host eDiscovery documents. No single product dominated the responses, although Relativity retained its home field advantage at 45% (33% last year). Case Logistix also jumped from 17% to 32%. Catalyst remained at 5% while IConnect was a strong 22%. And the biggest winner? Lexis Nexis™ FYI which last year had dropped from 37% to 10%, this year rebounded to 27%.

Chart_4_Web_providersAnd in another positive note, the “Other” response went from the largest number last year to only 9% this year, with last year’s favorite response “I don’t know” not appearing at all. Once again this year, the numbers reflect a diverse use of products and lack of clear market domination by any one product. But I also believe the drop in overall numbers reflects the increase in smaller cases which cannot afford the vast majority of web based ED products on the market.

Technology-Assisted Review (TAR)

A new question in this year’s survey asked, “Have you specifically employed or used any type of predictive coding, concept searching or analytic software for your e-discovery?” Only half the respondents answered this question and of those, 20% said “yes”.

When asked if these product(s) helped speed up the eDiscovery review process, 83% of the TAR users said “yes”, with the most common response being “I got to the most important documents quicker.” Of those same respondents, ALL of them said that this process also lowered their costs, with reasons ranging from “faster search”, “gave me less documents to review which lowered final cost” and “lowered my spend with my outside vendor.”

Most Important Issues Regarding eDiscovery

Several questions were asked about the scope of the eDiscovery process and most answers continued to show strong opinions that jumped to the forefront last year, with one significant exception: The number one concern of respondents was again price, increasing slightly from 48% to 50% while review costs increased from 14% to 20%

Processing dropped from 13% to 10%, while judicial decisions dropped from 7% to 3%, and concept searching remained at 7%. Predictive coding fell off the chart altogether as a major issue. What leaps out as a new issue of prominence is technical competence due to the scope of many new rule changes and bar association opinions in 2014 and early this year. 33% of the respondents felt technical competence was a major issue, putting it second only to price.

When it came to simplifying the eDiscovery process, all categories stayed roughly the same as last year. 41% stated they would like to see the processing stage simplified, compared to 44% last year. While 27% would prefer to see collection made easier compared to 26% last year. Changes to review went from 37% to 34% and identification from 26% to 18%. Early Case Assessment ticked up slightly from 29% to 31%.

The two top issues listed by the respondents were overall price and technical competence, the latter being a sharp change in previous years’ answers. And once again, when asked to discuss specifics of their litigation hold experience, more respondents skipped the questions and 80% of the respondents said they were not involved in crafting litigation holds for clients. So what exactly does that tell us? Cost remains the leading concern but ‘technical competence’ has replaced ‘education about the process’ as the second biggest concern.


As we have noted for the past two years, eDiscovery has matured into an integral part of the litigation process, cutting across all the legal demographics of firm size, case values and attorneys. This year’s results supports that even more with attorneys from all firm sizes responding to the questions and small firms not dominating the responses as they did last year. Case decisions and eDiscovery-specific rules continue to dominate the resource landscape. But now we see technical competence in its first-time appearance as a major issue. This is compelled by attorneys becoming more aware of the need to understand their ethical responsibilities in the eDiscovery part of their practice.

Well-known products such as Summation and Concordance continue to see the market share erosion of the past two years continue and web-based applications continue to grow in usage. Cost continues to be a major issue and attorneys continue to press for easier technical solutions to procedures such as collection and processing. And while many firms turn to fullservice eDiscovery vendors for support on those procedures, last year’s trend of in-house functionality continues to grow. The emergence of TAR as a factor is clear and shows the increased understanding and comfort with eDiscovery technology is growing.

Yet we continue to see unanswered questions which seem to reflect signs of unfamiliarity with many phases of eDiscovery. The need for greater technical knowledge reflects that uneasiness and the return to prominence of conference and even printed material as resources shows the continued market for developing that knowledge level.

About our author Tom O’Connor

tom_oconnorTom is a nationally-known consultant, speaker and writer in the area of computerized litigation support systems. He is currently Senior ESI Consultant at Advanced Discovery. Tom’s involvement with large cases led him to become familiar with dozens of software applications for litigation support and he has both designed databases and trained legal staffs in their use of eDiscovery tools. Tom is also the author of The Automated Law Firm, a guide to computer systems and software published by Aspen Law & Business and The Lawyers Guide to Summation, published by the ABA.

About the Article

This article will appeared with several others covering the topic of legal technology in the recent Legal Technology Update, a special supplement to the Chicago Lawyer Magazine.

JuraLaw retains Joseph Scott for strategic growth

•April 6, 2015 • Leave a Comment

Chicago, IL & Calabasas, CA – April 6, 2015 – Law Bulletin Publishing Company today announced that the company has engaged Joseph Scott, Founder of GSS&P Consulting, to help strategically grow its JuraLaw® legal calendaring business. Mr. Scott has an impressive record of success across a number of legal technology companies. He is a recognized leader in law office technology with expertise in the implementation of innovative products that help law firms achieve their goals. Mr. Scott will help to position JuraLaw to take advantage of the growing opportunities in the legal market.

“Joe’s significant experience makes him a valuable addition to our team,” said Sandy Macfarland, CEO of the Law Bulletin Publishing Company. “His expertise in the legal calendaring and legal risk management fields will be of immense value to JuraLaw and our clients.”

“I am very excited about helping a company with such a strong reputation, and high caliber professionals who are so experienced in the legal vertical,” said Mr. Scott. Having served on several industry and company advisory boards, and authored numerous articles on legal technologies and risk management, Mr. Scott regularly speaks to legal professionals illustrating the power that software and Internet-based solutions can provide to law firms.

About Joseph Scott & GSS&P Consulting
Joseph Scott is the founder of GSS&P Consulting, providing strategic counsel to law firms and technology companies on deploying and utilizing emerging technologies to achieve more powerful, productive, and successful operations. Mr. Scott is a licensed California attorney, entrepreneur, and consultant with over 20 years of experience in the legal vertical. He has authored numerous articles and whitepapers on legal technology and risk management. To learn more, visit http://www.gsspconsulting.com/.

About Law Bulletin Publishing Company and JuraLaw®

The Law Bulletin Publishing Company, based in Chicago, Illinois, is a diversified legal and real estate information company. Founded in 1854, the company is the oldest privately held legal publisher in the country and is an industry leader in court information, docket and calendaring services. The Company has consistently been at the forefront of legal technology. Law Bulletin introduced the first electronic docket management product, DM2000, over 30 years ago. JuraLaw, the successor to DM2000, incorporates the latest features and technologies needed in today’s law practice. More at www.lawbulletin.com and JuraLaw.com

Wellspring and CPA Global partner to provide comprehensive IP management and technology transfer

•February 25, 2015 • Leave a Comment

Chicago, IL and Alexandria, VA – February 23, 2015Wellspring, the leader in enterprise software for scouting, investing in, managing, and commercializing research and intellectual assets, and CPA Global, the world’s leading provider of intellectual property (IP) management software and services, today announced at AUTM 2015 a partnership that will deliver a unique ‘one-stop-shop’ software solution for robust IP management and technology transfer.

The joint offering will provide organizations with a comprehensive and integrated management system for all their knowledge assets – from identification to exploitation – together with a world-class IP renewals capability to ensure that valuable patents and trademarks are maintained and protected globally. Wellspring clients will benefit from access to CPA Global’s IP management software, including Memotech and FoundationIP, as well as the Company’s renewals expertise. In turn, CPA Global’s clientele will be able to leverage Wellspring’s knowledge supply chain technology, including Sophia, the software system for accelerating research and innovation management.

The renewals process is a critical stage in the safeguarding of valuable IP rights – and one that is fraught with risk. With over 45 years’ experience of managing renewal payments, CPA Global provides industry-leading assurance standards and is trusted by clients to perform over 1.5 million renewals every year. Its IP management software keeps track of when and where payments need to be made around the world, with payments being handled through a worldwide network of offices and agents. CPA Global’s renewals service also includes extensive, automated patent and trademark office data verification to help identify potential data inaccuracies.

In a knowledge economy driven by collaboration, success depends on transparency and access: identifying, evaluating, and sourcing technologies, designs, expertise, and other knowledge assets. Wellspring’s software captures, curates, and connects the knowledge assets organizations need in an intuitive, efficient way. Used by more than 500 organizations, Wellspring’s software products manage the Knowledge Supply Chain, with modules designed for Technology Transfer, Technology Scouting, Corporate Venturing, Intellectual Property, Contract Management, Clinical Trials, Sponsored Research, and more.

CPA Global Chief Executive Officer Tim Griffiths commented: “CPA Global is proud to partner with Wellspring to address client needs across the entire innovation lifecycle. Wellspring provides the software infrastructure and collaborative network to identify, manage, and develop knowledge assets. Our combined solution takes this an important step further, amplifying the value of an organization’s research activities by providing highly efficient IP management and peace of mind that intellectual assets are protected.”

Dr. Robert Lowe, Chief Executive Officer at Wellspring, added: “With today’s announcement, Wellspring clients can easily deal with the complexity of all the global authorities regarding their patents and trademarks. CPA Global offers the convenience to track and make payments so organizations do not have to worry about losing protection. Wellspring now more than ever enables our clients to capitalize on their knowledge assets to out-innovate the competition, while safeguarding their intellectual asset value.”

About Wellspring

Wellspring unifies the process of discovery for organizations that transform knowledge into innovation. With research and innovation professionals having to accelerate innovation in today’s competitive environment, corporations, hospitals, universities, and government agencies turn to Wellspring to identify useful technology inside and outside their organizations and exploit their knowledge assets. Sophia is the flagship platform solution with a range of modules for organizations to choose and configure to meet their specific needs. Sophia is also connected to Flintbox, the world’s largest online exchange of early stage technologies.

Wellspring works with more than 500 organizations worldwide, ranging in size from 100 to more than 100,000 employees. Wellspring’s software products manage an organization’s complete knowledge supply chain, enabling clients to scale their innovation programs by providing transparency to the knowledge within their organizations, in their partner networks, and emerging on the horizon. For further information, please visit: www.wellspring.com

About CPA Global

CPA Global is the world’s leading intellectual property (IP) management software and services specialist, and an international provider of outsourced legal services. With offices across Europe, the United States and Asia Pacific, CPA Global supports many of the world’s best known corporations and law firms with a range of IP and broader legal services, helping them to manage risk, cost and capacity, and realize greater value for their businesses and IP assets.

CPA Global helps corporates and law firms in managing valuable IP Rights, such as patents, designs and trademarks, ensuring that IP portfolios are protected, maintained and regularly reviewed in order to maximize value. Working closely with its clients, CPA Global ensures they have the best information on which to base IP decisions, and the best support in terms of helping implement those decisions.

Founded in Jersey, Channel Islands in 1969, CPA Global today employs some 2,000 people, serving clients’ needs in 200 jurisdictions through its own offices and an extensive agent network. For further information, please visit: www.cpaglobal.com.

Media Contacts


Joe Granda +1 312-643-5100, joe.granda@wellspring.com

CPA Global

Julie Mandell +1 571-227-7025, jmandell@cpaglobal.com

Christy Burke +1 917-261-2845, cburke@burke-company.com

LegalTech NYC 2015 – It’s all about Security and Governance

•January 30, 2015 • Leave a Comment

We’re gearing up for next week’s LegalTech Show in New York City at the Midtown Hilton. Hopefully the East Coast will be shoveled out by then to guarantee a successful turn-out. I’m looking forward to seeing many of you there!

Cyber security and governance are the dominating subjects at this year’s LegalTech with the thought of taking a more pro-active approach to practice and advice given to clients by law firms. Cyber security issues hit Sony hard and are a good example of how one corporation can be quickly sabotaged and put into a tail spin by a major cyber security breach. What better way to avoid costly eDiscovery that to be prepared for it as a possibility in your company and therefore establish information governance.  Other educational sessions will cover the evolution of the lawyer’s role.  A full schedule of educational sessions can be found here.

In conjunction with the show, LegalTech will also be holding the Law Firm Chief Information & Technology Officers Forum. Among the presenters/sponsors is Tikit North America  with a CIO-focused panel session of interest.  Tikit executives and law firm thought leaders will be leading a panel discussion focused on the relevance of user interaction (UI) and user experience (UX) a part of modern legal technology and application development.  As CIOs and CTOs begin to consider building their own apps, this session, “Engaging Human-Computer Interaction & Ergonomics Experts to Boost User Experience and Profitability”, will provide a behind the scenes look at how Tikit took timekeeping, an area that has challenged the legal industry for decades, and went about developing a technological solution based on the user experience.  While Tikit executives Mark Garnish and Peter Zver have been delivering legal applications for 20 years, this challenge was undertaken with the aid of a new approach: developing a user experience strategy and executing it with the help of Human-Computer Interaction & Ergonomics experts.  Join Tikit’s Mark Garnish and Peter Zver, Keesal, Young & Logan CIO Justin Hectus and Jeffrey Brandt, PinHawk editor and owner of Brandt Professional Services, for this in-depth panel into the team’s endeavor to consumerize technology for the business benefit for law firms.

Here’s some highlights of the exhibitors that will be included in the show:


Booth #1404

BigHand, the leading provider of voice productivity and document formatting software, is previewing at LTNY 2015 an enhanced platform that enables law firms to streamline all of their task delegation processes into one easy-to-use solution. This enhanced solution will serve to further reduce inefficiencies and increase accountability between attorneys and support staff via a robust workflow methodology similar to the one incorporated in BigHand’s popular voice productivity software.


Booth #437

JuraLaw® by Law Bulletin Publishing Company is the web-based case, calendar and docket management system that now offers the ability to approve, accept and automate diary events and dockets directly from the New York Supreme courts.  JuraLaw’s easy-to-use interface helps managing attorneys and clerks get up to-the-minute court and case information distributed directly to their attorneys through Microsoft Outlook.  Frank Pollina, former Chief Clerk, Motion Support Division, New York Supreme Court, New York County, remarks, “Law Bulletin painstakingly studied and interpreted the court data to best present it to the end-user in JuraLaw.  They have been very diligent in their presentation of the court data within JuraLaw® to make it most useful to the case and docket management of New York law firms.”  The JuraLaw user-friendly dashboard interface allows New York managing attorneys and clerks to review court information first, before releasing it into JuraLaw.

Due to the fact that Law Bulletin has developed strong relationships with court personnel in New York as well as the fact that many managing attorneys from New York have played and continue to play important roles in the ongoing development of JuraLaw, JuraLaw can easily be integrated into the existing docketing processes and procedures in any New York law firm.

@Legal Discovery

Booth #1500

@Legal Discovery, LLC, a full-service eDiscovery technology provider, announced the release of the latest version of CasePoint, which includes functionality for direct collection of cloud-based data from sources such as Gmail™ and Microsoft Office 365™ mail. In addition, the new version improves speed and includes enhanced analytics and greater support for tablets and mobile devices.


Booth #309

LawBase is a powerful and configurable case management solution, known for incredible flexibility without sacrificing functionality. LawBase’s strengths include its wide array of integrations with other popular legal software solutions that maximize the return on investment for users. LawBase allows law firms, corporate legal departments and government agencies to track a file’s progress, maintain client files within various areas of the law, keep complete calendars and schedules, maintain file room management and perform large repetitive tasks with just a few keystrokes, saving time and money.


Booth # 537

TitanFile is an award winning, private correspondence and file sharing platform for legal professionals and other businesses. TitanFile automatically organizes messages and documents around clients, groups or projects, reducing filing overhead and increasing productivity. It provides control and auditability of all messages while managing (and organizing )documents and communications around client, matter or project. Through a partnership with Hitachi Credeon Cloud Data Protection, the company delivers its cloud file sharing solution to the legal market and offers multi-level encryption, granular access control and full audit trails to ensure compliance and make TitanFile the best choice for secure communications.

Handshake Software

Booth # 2010

Handshake Software, Inc., the market leading, award-winning provider of SharePoint-based products and services to the legal market, will be showcasing its latest new product, Handshake Expertise Locator, an add-on application to the popular SP Bridge enterprise search solution. Expertise Locator helps law firms running SharePoint identify expertise by providing rankings based on documents, biographies, contacts, clients, matters, time entries and other content sources. Handshake Expertise Locator early adopters include Foley Hoag LLP with a dozen more firms currently evaluating the Handshake enterprise search enhancer. While Handshake Software’s SP Bridge is the quickest way to implement enterprise search in SharePoint 2013, the Expertise Locator product provides firms with additional enterprise and KM search options. Specifically, Expertise Locator empowers SharePoint portal users to easily identify subject matter experts within their organization, leveraging Handshake’s deep understanding of legal line of business systems, native SharePoint 2013 Search and Handshake Software’s SP Bridge Connector.


Booth # 428

Encoretech, a premiere learning & development organization delivering technology training and migration solutions to the legal and corporate communities, will be showcasing several ‘hot and in demand’ offerings during the 3-day LTNY trade show:

  • Encoretech Training-as-a-Service (Taas): Subscription-based, outsourced training spanning needs analysis, strategy and content delivery.
  • New employee training and onboarding: We have worked with dozens of law firms on developing a ‘method to the madness’ when it comes to new employee training and systematic and effective onboarding.
  • Legal Technology Audit (LTA) Prep & Planning: As an LTA partner, Encoretech is ideally positioned to help law firms address technology skill gaps and most importantly, establish ongoing learning solutions and methods that will enable affected attorneys and entire firm user populations to retain higher tech skills moving forward.
  • NetDocuments DMS training: NetDocs is taking Legal by storm and firms are converting at a feverish pace. Join a growing list of leading firms that have engaged Encoretech to handle their ND training roll-out.
  • Encoretech on the Legal road: Our President Jeffrey Roach has spent the last 12 months talking with 1000s of legal technology professionals about how to improve their legal training processes and procedures; how to effectively audit training efforts to avoid the status quo; Office 2013 and Office 365 migration tips and best practices. Stop by the booth to get Jeffrey’s latest download.

Catalyst Repository Systems

Booth #1411

Catalyst designs, hosts and services the world’s fastest and most powerful document repositories for large-scale discovery and regulatory compliance. The company continues to be in the forefront of educating the legal industry on Technology Assisted Review (TAR) and Continuous Active Learning (CAL) and will continue sharing this information at LegalTech NY 2015. Predictive Coding, TAR and CAL have been the hot-button issues in the legal technology space over the past year and the technology is developing and advancing daily. Let me know if you would be interested in speaking to Catalyst about the various ways in which you can tackle the burden of document review. TAR is one and not all TAR tools are the same.  CAL is one type of TAR protocol that gets you results faster and Catalyst is the only company to offer a CAL protocol in a review platform that can handle massive document collections, saving time and dramatically reducing overall discovery costs. Catalyst will also be discussing recent updates to its predictive ranking engine, Insight Predict, and presenting a session, “Taking TAR to the Next Level: Recent Research and the Promise of Continuous Active Learning”.


Booth #2104

UnitedLex is a global leader in legal and data solutions with a singular mission to improve the performance of leading corporations, law firms and academic institutions. UnitedLex provides unparalleled solutions resulting in risk mitigation, efficiency improvements and cost optimization for its clients in North America, Europe and Asia– including offerings such as Questio™, a managed service that changes the traditional approach to eDiscovery and data management. Dave Deppe (President of UnitedLex) will be discussing TAR including advanced methodologies created by UnitedLex in partnership with their clients. These advanced cost saving methodologies can be used in conjunction or exclusive of predictive coding to achieve the same or better results at half the time or cost of predictive coding.  At LTNY, UnitedLex will also be highlighting their suite of cyber risk management solutions based on the need for a converged approach to cyber risk management involving key Legal and Business stakeholders in addition to IT that will result in a dramatic improvement in a company’s overall risk posture. In light of the seemingly endless string of “mega-breaches,” companies have acknowledged that cybersecurity is more than an IT issue.  However, few have taken affirmative steps to truly change their approach to protecting sensitive information and securing their infrastructure.  In this new age of cyber risk, organizations are struggling to translate enhanced awareness into improved security and incident readiness, and a new approach is needed.

Opus 2

Booth #1315

Opus 2 Magnum is a collaboration workspace that streamlines workflows and helps team members share ideas and strategies throughout the entire litigation process. Opus 2 is modernizing evidence management during high-stakes matters across the globe—including litigation, arbitration hearings and government inquiries. Collaborative, worldwide workspaces play an important role in helping attorneys become more efficient and more strategic to client matters, making it much easier for dispersed teams of attorneys, co-counsel and paralegals to: keep a handle on the key information; develop case strategy; perform evidence analysis and arrive at collective insights throughout the entire process of a case. Opus 2 will be at LegalTech NY previewing updates to its current Magnum workspace, announcing an integration with iCONECT-XERA® and premiering their new product, Magnum Version 5.


Booth #2616

Inventus is one of the largest discovery management practices in the country, focused on helping clients reduce the costs and risks associated with the discovery process. The company provides litigation support services to law firms, corporate legal departments and government agencies. At LegalTech New York, the company will be showcasing Luminosity, an industry-leading discovery management ecosystem featuring the only seamless integration of LAW and Relativity. The company will also be highlighting M3, a multi-matter management workflow for the legal industry that brings consistency, assurance and cost savings to discovery when multiple related matters are involved. M3 enables corporations and law firms to look at the bigger picture and develop a repeatable process for assessing and reviewing previously processed and/or reviewed data so it can be seamlessly and proactively transferred into an unlimited number of Relativity workspaces.

Other folks we expect to see at LegalTech…

Launching on Monday, Feb. 2nd, PactSafe(tm) (www.pactsafe.com) is a new cloud-based contract management application which allows companies and their legal counsel to manage, track, deploy and enforce online legal agreements such as “Terms of Use”, “Terms of Service” and “Privacy Policy.”  The PactSafe dashboard organizes a company’s website agreements and then ensures the documents are trackable by version, enforceable, and clearly viewable on the company’s website. PactSafe is the first of its kind, a patent-pending application that simplifies everything about digital legal agreements, and empowers businesses to focus on their core digital business without the hassle of dedicating valuable time and resources to managing their digital legal.  After a simple implementation process, PactSafe allows businesses to manage and track every aspect of the digital legal agreements they need to conduct business. ​

Indiana-based lawyer and entrepreneur Brian Powers (www.bvplegal.com) developed PactSafe based on his many years of providing legal and consulting services to businesses, including Internet companies and start-ups.  Though not exhibiting at the show, Powers will be attending LegalTech New York and meeting with press contacts.  Meetings can be arranged with Brian directly at brian@pactsafe.com.

Advanced Discovery will have a suite at the Hilton to provide demos, email them if you’re interested in seeing a demo of their proprietary eDiscovery technology tools. My friend, Tom O’Connor just joined their team. Here’s what they have to say, Advanced Discovery is one of the fastest growing eDiscovery companies in the country. We believe it takes more than software to effectively manage and deliver data. We have combined the right technology with the right people to make the process as efficient as possible. Our service offerings include everything from forensic investigations and data collection to managed attorney review and production. Our team consists of subject matter experts, experienced licensed attorneys and workflow design engineers. This group works together to provide the perfect balance of technology solutions and human expertise. More information is available at http://www.advanceddiscovery.com

See you at show – DG