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

#ILTA14 and InsideLegal Technology Purchasing Survey is Released

•August 20, 2014 • Leave a Comment

The International Legal Technology Association (ILTA), and InsideLegal, an insider’s guide to doing business in legal technology, released the findings of the “2014 ILTA/InsideLegal Technology Purchasing Survey” (Survey). The Survey, expanded in 2013 to include feedback from all ILTA member law firms, includes detailed technology budget data; updated information on firms’ social media and publication preferences; a look at tablet and mobile purchases and security plans; legal IT and Big Data trends, and expansive sections on current and future legal technology purchases. Survey findings will be presented as part of ILTA/InsideLegal’s Vendor education program in conjunction with ILTA’s Annual Conference, taking place at the Gaylord Opryland in Nashville, August 17-21, 2014.

The 2014 survey, the 9th edition of this ILTA/InsideLegal collaboration, garnered a 20% response rate with 281 unique ILTA member firm responses. The 31 question web-based survey was distributed to 1,407 ILTA member law firms. 86% of all responses came from the U.S., 8% from Canada, and the remaining 6% a mix of the U.K., Europe, Australia and South America.

“ILTA and InsideLegal have long collaborated on legal technology education focused on enhancing our value, not only at the annual conference, but throughout the year,” stated Peggy Wechsler, ILTA’s Program Director. “The ILTA/InsideLegal Technology Purchasing Survey is a perfect example of how InsideLegal partners with us on giving back to the industry and provides additional benefits to our members. The feedback we receive from the broader legal community validates our decision to take on this project every year and distribute and share this free resource.”

2014 Survey highlights include:

·         54% of all respondents, including 72% of ‘Over50’ firms, spend 2-4% of total firm revenue on technology

·         62% of all responding firms spend more than $8,000 on technology per attorney; 61% of ‘Under50’ firms spend less than $8,000 on technology per attorney

·         Top technology purchases among all surveyed firms in 2014 include: laptops/notebooks (64%), desktop hardware/PCs (63%), network upgrade/servers (50%), printers/multifunctional devices (47%) and antivirus/antispam/spyware software (41%)

·         Over50 firms dominated purchases in several application areas including analytics software; docketing/calendaring; electronic discovery software; HR management software; mobile device management and workflow automation

·         Based on survey responses, internet research, peer recommendations and consultants are the top influences for legal IT purchasing decisions

·         76% of survey respondents have not worked with an industry/research analyst

·         Big data planning: 10% of all respondents are working on formalizing their big data strategy and an additional 6% already have a big data plan in place

·         90% of respondents rely on outside consultants to assist with some aspect of firm operations, technology and infrastructure

·         91% of surveyed firms’ attorneys use tablets as part of their day-to-day work

·         86% of survey respondents indicated that they either have a formal mobile device security policy in place or are establishing one

·         Outside of the IT department, attorneys (80%) most frequently request technology purchases followed by Firm Administration (53%) and Practice/Litigation Support (31%)

·         Top answers to the open-ended ‘most exciting technology or trend’ question included mobility (e.g., tablets, mobile device management); cloud services, specifically –as-a-Service models including analytics, disaster recovery, security, and DMS; virtualization; and wearable technologies.

“InsideLegal has partnered with ILTA for over a decade on various industry programs and deliverables including the legal technology survey, now in its 9th year,” said JoAnna Forshee, CEO, InsideLegal. “We are continually astounded by the great data and participation we receive from ILTA members, and this year was no exception. The IT purchasing, budget and technology trend data just keeps getting richer, so we are keen to share these findings and analysis with the legal industry.”

The complete survey can be downloaded at InsideLegal. For more information on the survey results, methodology and other legal market research initiatives, contact Jobst Elster.

Wow! Blam! Pow! Wham! #ILTA14 Comic Con Kick Starts the Conference

•August 19, 2014 • Leave a Comment

What a blast last night in the exhibit hall Grand Opening for ILTA 2014 at the Gaylord in Nashville. Although I was busy fighting crime as Docket Man, I got a chance to run around and get some quick shots of our fellow comic characters.


Flex Print did a marvelous job of getting into the spirit – in several ways 😉


Cap’n Jack Sparrow – in full character – from Cavo was moving around so much that it was hard to get a good shot off!


But the Cap’n did manage to stumble into the Traveling Coaches booth for a quick photo – Traveling Coaches – top dogs at the show from my perspective.


Let’s not forget our own JuraLaw Justice League complete with Power of Attorney Woman, Docket Man, Wonder Calendar Woman, Themis and Judge Dreadline.


“Luke, I am your father,” so said the Winscribe gang – love the Chewbacca outfit!

ILTA 2014 – Imagine the Possibilities!

•August 15, 2014 • Leave a Comment

IMAGINE-banner1Let’s imagine the possibilities at this year’s ILTA (International Legal Technology Association) Conference that begins on Sunday, August 17th and runs through Thursday, August 21st at the Gaylord in Nashville, TN. An exciting schedule filled with educational sessions, networking events, exhibits and keynotes that will help to incubate the many creative and highly intelligent minds of attendees.

Keynote speakers include Peter Diamandis, author of “ABUNDANCE – The Future Is Better Than You Think.” He will provide insights on the impact of artificial intelligence, computational Systems, digital manufacturing/3-D printing, synthetic biology/bioinformatics digital medicine and robotics and nanomaterials.  Rod Beckstrom, a well-known cybersecurity authority, Internet leader and expert on organizational leadership and former President and CEO of ICANN, will talk about his experience dealing the global cybersecurity scene. Rohit Talwar, global futurist, will draw on ILTA’s Legal Technology Future Horizons study findings to describe the journey of reinvention law firms must embark on in the decade ahead.

Education Sessions are organized under several tracks: Information Management, Organization Management, Applications and Desktop, Technology Operations and The Future and ILTA initiatives.  Over 200 programs are being offered at this year’s conference.

ILTA and InsideLegal to Release 2014 ILTA/InsideLegal Technology Purchasing Survey

ILTA and InsideLegal, an insider’s guide to doing business in legal technology, are set to release the findings of the “2014 ILTA/InsideLegal Technology Purchasing Survey” (Survey) during conference. The Survey, expanded to include feedback from all ILTA member law firms, includes detailed technology budget data; updated information on firms’ social media and publication preferences; an in-depth look at tablet and mobile purchasing patterns; legal IT and Big Data trends, and expansive sections on current and future legal technology purchases. Survey findings will be presented as part of ILTA/InsideLegal’s Vendor education program on Monday, August 18th, in conjunction with ILTA’s Annual Conference, taking place at the Gaylord Opryland in Nashville.

Along with the keynotes, networking and ed sessions are the exhibitors.  ILTA has a fun exhibit hall opening planned for Monday night with a Comic Con theme.  Exhibitors will decorate their booths and dress up in costumes – this should prove to be quite a lot of fun.

Here is a preview of some key vendors at the show:

JuraLaw_Shield_smallJuraLaw® by Law Bulletin Publishing Company
Booth 633

The JuraLaw® Justice League will defend the rights of lawyers to properly calendar and docket their cases at the ILTA Conference in Booth 633. The JuraLaw team will get into the Comic Con spirit of this year’s ILTA conference as the JuraLaw Justice League. JuraLaw will be demonstrating several new features including multiple reminders, seamless connectivity to Outlook Exchange, document management with NetDocuments and New York court calendars and dockets. Don’t miss the full features of JuraLaw, the only completely web-based docket management product available at ILTA in Booth 633.  For more info, visit JuraLaw.com.

Booth # 406/408

As the legal industry continues to evolve against the backdrop of BYOD trends, legal professionals are searching for ways to share large, confidential files from a number of different devices. Securing the document at surface level is only one part of it – just as concerning, if not more, are the implications of letting hidden data (metadata) fall into the wrong hands.

Last year at ILTA leading enterprise collaboration provider, Workshare, announced Professional 8 to address this very concern. Professional 8 protects legal documents that are shared beyond the corporate network. Its key features include metadata stripping in addition to permissions settings that control how documents are accessed once shared, such as preview-only or time-restricted access. Since its launch last year, Professional 8 has been selected by some of the top legal firms, including Ward Hadaway in the UK.

Workshare is passionate about educating legal professionals about file sharing and collaboration risks and recently introduced Workshare Detect, a free tool that identifies sensitive data contained within documents. Users simply upload the file of their choice, and Detect rates the document based on risk level.

This year at ILTA Workshare is reimagining collaboration with a number of major announcements that reaffirm its dedication to the legal sector. Workshare will also be showcasing its latest developments on the stand. Stop by Workshare’s booth at #406/408 to learn more.

Levit & James, Inc.

Levit & James, Inc. now reports that all of the ten largest U.S. law firms, as ranked in the National Law Journal’s 2014 NLJ 350 list, are using Best Authority to create their Tables of Authorities (TOAs).

“Few, if any, legal-specific software products have ever achieved such an overwhelming market share as Best Authority,” said Ian Levit, Vice-President of Marketing and Sales for Levit & James. “We believe our reasonable pricing structure has made the software affordable to organizations of every size and makeup, by basing the price on the size of a firm’s litigation practice.”

In all, more than 750 customers, including 83 of the 2014 NLJ 350 list’s 100 largest law firms, are using Best Authority. Customers range from sole practitioners to the largest firms, as well as numerous government agencies and nonprofits.​

Catalyst Repository Systems
Booth #1016

Catalyst Repository Systems, creators of the secure, cloud-based e-discovery platform Insight and a pioneer in developing secure, cloud-based software to help corporations and their law firms take control of e-discovery, compliance and regulatory matters will be showcasing their latest innovations in action, partnerships and progress. Catalyst’s highlights for ILTA 2014 include:

Introducing TAR 2.0: Catalyst will be showcasing the latest features of its next-generation technology assisted review (TAR 2.0) platform, Insight Predict. TAR 2.0 and the next generation of predictive ranking overcome TAR’s initial limits by allowing continuous active learning, continuous ranking, and training by large review teams. Come for a demo and see TAR 2.0 in action!

Results-side Analytics: Catalyst will unveil a major enhancement to Catalyst Insight, results-side analytics. Results-side analytics provide a powerful new ways to refine search results, enabling users to quickly cull and narrow document sets and reduce the cost and time of review. The addition of results-side analytics to Catalyst Insight will now empower users to more quickly cull and filter search results and produce charts that provide on-the-fly visual analysis of results.

E-discovery & Predictive Coding in Asia Pac: E-discovery adoption is on the rise in the Asia Pac region and Catalyst has been at the forefront of this development with proven expertise in solving the challenge of multi-language e-discovery and predictive coding engine designed to handle and analyze Chinese, Japanese and Korean (CJK) data. Catalyst will be discussing new use cases from its work in the Asia Pac region.

Partner News: Catalyst will also be discussing some of the latest developments with their new partners which include both new Asian partners and integration partners.

Business Integrity®
Booth #504

Business Integrity®, the world leader in automated legal document automation solutions for law firms and corporations, will be demonstrating the latest 5.2 version of ContractExpress.

ContractExpress 5 was introduced in March 2014 featuring a new mobile-first user interface. ContractExpress has always enabled attorneys to create and maintain their templates directly within Microsoft Word and then publish to the ContractExpress web server with one click, all without requiring programmers. The latest version is even better, with many new features for all aspects of document automation.

Users can choose to install ContractExpress on-premises, to have it hosted, or to use it as a Cloud service. For law firms, ContractExpress 5.2 includes features to strengthen the lawyer-client relationship including client interviews by email to gather client information more quickly and efficiently. For a public example of ContractExpress 5 in action, see Cooley GO.

The ContractExpress team will be demonstrating ContractExpress 5.2 running on PCs, Macs, iPads, and smartphones. Also, the team will be demonstrating ContractExpress for SharePoint for law firms looking to leverage their SharePoint based client extranets, as used by Seyfarth Shaw as part of its ILTA award winning SeyfarthLean client site, and by Baker Donelson and Davis Wright Tremaine as part of their client extranets.

Booth #601, 603

BigHand delivers innovative productivity-enhancing software to busy time-focused professionals, wherever and whenever they need it. BigHand offers cloud-based and enterprise versions of our voice productivity technology – the next generation of digital dictation – and incorporates desktop, remote digital device and smartphone access; workflow; and voice recognition.

Innovative Computing Systems
Booth #728

Innovative Computing Systems, Inc. (ICS) has focused exclusively on the technology needs of law firms since 1989. The company services large and midsize firms in California and across the United States and takes a best-of-breed approach to all of its offerings. ICS selects only premier technology partners to provide solutions to its clients and is committed to maintaining long-term strategic relationships with clients to ensure the highest levels of success with IT initiatives.

Tikit North America
Booth #513/515

Tikit North America (Tikit NA), a division of one of the largest providers of technology solutions and services to global legal and accounting firms, Tikit Ltd., today announced its technology solution line-up for next week’s International Legal Technology Association (ILTA) Annual Educational Conference. The Tikit NA team will be engaging ILTA members throughout the four day conference with its latest innovations in the Tikit Carpe Diem timekeeping suite of software solutions including Carpe Diem Classic 2014, just released Carpe Diem Mobile app for Windows Mobile 8, Carpe Diem Enterprise and Carpe Diem TimeFinder; and a sneak peek preview of the next generation of Carpe Diem holistic timekeeping technology. Conference attendees will also be able to benefit from a preview of the soon to be released latest version of Tikit eMarketing; the new and improved Tikit Template Management System (TMS); as well as the North American legal launch of the Dolby Voice-enabled audio conferencing solution, BT MeetMe.

Tikit NA’s parent company’s conferencing product, BT MeetMe with Dolby Voice, is also making its North American legal market premier. The high quality sound and innovative voice separation completely eliminates awkward and inefficient audio quality thereby improving communication and collaboration levels which are especially relevant for the legal sector. BT is one of the leading conferencing solution providers globally and has over 2,400 customers in the US and Canada, and now through Tikit NA law firms can access a full range of audio, video and web conferencing solutions. ILTA conference attendees won’t be able to miss the BT MeetMe launch with Tikit setting up two British-style phone boxes where they can experience first-hand BT Meet Me with Dolby Voice.

Beyond experiencing live demos of all Tikit offerings at booth 513/515, ILTA conference goers will be able to join Tikit subject matter experts in specially designated sessions in Tikit’s demo suite to discuss and preview next generation timekeeping and template management trends and solutions.

Lucid IQ
Booth # 200

Lucid IQ created CaseManagerPro, the leading cloud-based case and matter management platform. CaseManagerPro allows all parties involved in a case or matter to be better organized and connected to all elements of a case. Unique features allow the system to be customized to the specific needs of the case and the client. The platform offers improved productivity and reduced cost to the firms that use it. CaseManagerPro is backed by a highly intelligent and client-driven team who work to ensure the system meets and exceeds the needs of every client.

Keno Kozie Associates
Booth #334

Keno Kozie will be onsite to talk with attendees about why law firms across America are making Keno Kozie their IT partner of choice. Keno Kozie can help law firms with:

· IT Consulting
· System Integration & Support
· Document Management Services
· Advanced Legal Applications
· Security and Risk Management Services
· Managed Services
· 24/7/365 Help Desk Support

Booth #1014

The company will be unveiling the most secure and user-intuitive cloud file sharing solution for legal professionals at ILTA 2014. By partnering with Hitachi Credeon Cloud Data Protection, TitanFile is able to deliver the first-of-its-kind cloud file sharing solution to the legal market, which enables users to maintain control of the encryption key. Traditionally, the service provider of the cloud solution owns and maintains the encryption keys, and clients who want client-side encryption must use third-party software and add-ons.

Booth #729

LawBase is a powerful and customizable case management solution known for incredible flexibility without sacrificing functionality. LawBase’s strengths include its wide array of integrations with other popular legal software in order to 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 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 #635

The New CoSign Click: Fast, Efficient and Secure Digital Signing Processes for Partners and Clients

ARX, the global leader in digital signature solutions, is announcing the launch of CoSign Click, an add-on component to CoSign Central and CoSign Cloud. CoSign Click helps seamlessly extend digital signing capabilities, accelerate workflow processes, and improve collaboration by enabling law firms to easily and efficiently collect digital signatures from their partners, clients and other external parties. Documents are exported for signing directly from the user’s existing workflows and sent securely to external parties from the CoSign Click interface. After the document is signed via a web-based mobile-ready application, the signed version is sent directly back to the user’s document management system. The system is based on centralized management, ensuring document security throughout the signing process and enabling access only to authorized users. CoSign Click can be deployed in one of two ways – cloud-based, where both the CoSign Click application and the digital signature processing flow are provided as a service, eliminating the need to set up any hardware or software; or on-premise, where both the CoSign Click application and the CoSign Central server that handles digital signature processing flow are installed on-site, ensuring complete control over the signing process. Visit CoSign at booth #635 to take CoSign Click for a test drive.

Booth #536

Encoretech, a premiere learning & development organization delivering technology training and migration solutions to the legal and corporate communities, is introducing the Technology Training Program Audit, a Training-as-a-Service (TaaS) offering that helps law firms develop and align training objectives to their business objectives and strategic imperatives. The audits will help legal IT and legal training leaders really know what’s working, what can be improved and how, and to what extent technology training goals and application use and overall adoption are in alignment. The purpose of the audit is to establish a benchmark of where the firm’s technology training program is today, its learning objectives, needs, and performance gaps impacting program effectiveness. The training audit program, which typically takes 30-90 days, includes the following core components:

• Training department analysis: Which training systems are in place? Are they working and aligned with how firm attorneys and other users need to consume training? How does the lack of technology training skills impact the ability to deliver documents in a timely and secure manner?

• Training needs and GAP analysis: The audit will identify key business drivers and align the technology training objectives. How can I ‘reboot’ my training program to align my current program with what business needs to be delivered in the future?

• Performance analysis: Is overall training department performance keeping up with user and client demands? Are training program delivery, style and availability aligned with positive results?

• Skills and learner review: Assessing basic skills and benchmarking proficiency requirements provide a starting point for achieving efficiency and productivity gains. Do legal professionals understand the types of skills clients expect them to have?

Encoretech will be at booth 536 and, led by Jeffrey Roach, will be teaching several educational sessions including a Solution Showcase on TaaS and technology training program audits. View their full onsite program here.

7th Annual eDiscovery Survey Response Analysis

•June 23, 2014 • Leave a Comment

By Tom O’Connor


The Law Bulletin Publishing Company has just concluded its 7th Annual eDiscovery and Technology Survey of Illinois attorneys. 144 lawyers replied to the survey, almost exactly the same number as last year. This year’s survey asked 34 eDiscovery-specific questions regarding attorneys experience with eDiscovery matters, vendors and products. The final two questions asked for responses on the most important eDiscovery issues as well as thoughts on litigation hold policies.

Who’s Who?

The respondents to the survey represented a good cross-section of practitioners, with the majority being in private practice (73% – slightly higher than the past three years level of 70%), 10% in government practice (down from 13% last year) and 9% in corporate practice, down slightly from 10% from last year. The remainder were in a variety of administrative, teaching or public service roles.

Of the private practitioners, 35% were in a solo practice (up from 20% last year) while respondents from firms between two and twenty attorneys at 32% dropped from 38%. Firms between 20-50 were at 9% (down 4%) while firms over 50 dropped again from nearly 1/3 of the total respondents two years ago to 23% this year. Firms over 300 also dropped significantly from 11% last year to .05% this year. The distribution of responses has clearly gone from a more balanced set of answers from both small and large firms to one where 2/3 of the responses now come from solo or small firms.

The number of partners answering continues to grow at 43% (from 32% two years ago) with 15% being associates (12% two years ago). In-house counsel remained steady at 9% while the number of non-attorneys dropped dramatically from 42% last year to 14% this year. The trend last year was more involvement from large firm participants such as partners and an increasing number of ediscovery specialists, including IT managers, practice managers, paralegals, claims examiners, law students and even document reviewers. The rise in solo and small firm respondents this year has clearly reduced the number of answers from non-attorneys.


46% of the respondents identified themselves as litigation specialists, with specific areas of Family Law, Personal Injury and Insurance dominating their practice areas. Coporate law dropped from 19% to 9% , with drops in other areas such as Taxation (13% to 7%), Real Estate (18% to 14%), Finance (12% to 7%) also reflecting the lower large firm responses. Probate law increased slightly from 8% to 9% while Bankruptcy remained the same at 7%.

eDiscovery Initiatives

Once again this year, an extremely high number of the respondents (53%) did not answer the very first question. This is still an improvement from two years ago, when more people skipped the question than answered it, but seems to reflect an ongoing lack of awareness of how ediscovery rules and principles are evolving.

Although 74% of the respondents knew about the 7th Circuit ED Pilot Project which has been underway in Chicago for the past three years) only 5% had heard of the pilot project in the USDC for the Southern District of New York. 46% were familiar with the EDRM project (down from 51% last year) and the Georgetown ED Academy had a similar drop off from 17% to 10%.

eDiscovery Activities

Just as familiarity with the EDRM project dropped, so too did the rate of knowledge with the components of that project. 45% felt they were familiar with identification (54% last year), 37% with processing (50% last year), 58% with review (61% last year) and early case analysis went form 62% to 54% .

But familiarity held steady with both the Meet and Confer process at 53%, although 80% said they had not actually participated in a Meet and Confer and of those who did, 82% didn’t know if it helped lower the costs in their matter. Also holding steady were knowledge of litigation hold requirements at 78% and, curiously, collection procedures at 54%.

Reference Sources

SourcesSources of information showed some significant shifts. Case law (39%) and court rules (38%) continued to be the leading sources, but conferences rebounded from last year’s 30% to third place at 36% while RSS feeds finished close behind that at 34%.

Print media dropped to 17% from last year’s 31%, better than the previous years and websites also dropped from 36% to 30%. Consultants dropped from 21% to 16% while vendors dropped from 18% to 13%. Social media stayed roughly the same at 5%.

The rise in small firm respondents appears to have changed the scope of answers to this question from last year’s even distribution of electronic sources. This year, responses are spread around a number of web sites, led by the Chicago Daily Law Bulletin and then sites from professional organizations such as the ABA, Illinois Bar and Chicago Bar Associations.

Direct RSS feeds and conferences are a much higher source of information for this group and they are less reliant on consultants and print media. But lawyers clearly continue to think that there are multiple sources of information and are availing themselves of most of them.

How Much Is That Case Worth?

The surge in small firm respondents and subsequent drop in answers from non-attorneys resulted in an increase in people saying they handled matters involving eDiscovery from 42% to 50%. Of those, 23% said that their ED caseload had increased from last year, continuing a decrease from the high of 31% two year ago.

22% of those had matters valued under $100,000 (down from 30% last year) while cases valued between $100,000 and $1,000,000 jumped from 20% last year to 33% this year.

But for those who had cases, the number spent less than $50,000 on ED services held steady at 70% while the number spent between $50,000 and $1,000,000 went from 25% to 33%.

Those figures continue to counter the common perception that eDiscovery is a high cost/big case 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.

Methods and Services

Like last year, the current survey shows that in-house performance of eDiscovery continues as a strong trend. 57% of respondents are doing some form of in-house eDiscovery. In-house processing is at 36% while 61% are doing some form of in-house document review. A more specific breakdown of in-house tasks shows that on the technical side, 54% are doing collection themselves, while 60% performed redactions as part of the review process. Deduping dropped slightly, from 20% to 15%.

On the non-technical side, 48% engaged in some form of overall ED project management (55% last year) while 25% performed Early Case Analysis. Only 33% said they rely on an outside service provider compared to 35% in 2011, while the hiring of an independent consultant took a slight drop from 33% to 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 continued its strong showing from last year and came in first at 28% followed closely by Kroll at 25%. The next strongest were FTI at 15% with DTI and Clearwell at 1%.

The “Other” response jumped from 25% to 41%. But it is important to note that this question, like several others, continues to have more non responses than answers. 77% of the respondents did not answer this question. That margin may, in fact, may 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. Several long-time leaders in this area dropped, including Summation ( 47% to 32%), Concordance (44% to 30%) and Ipro (18% to 9%).

Diversity continued to be the rule with numerous companies mentioned here including Relativity and CaseLogistix at 19%, Clearwell at 9% Autonomy at 6%.

Web-based products showed similar diversity but with some different names.

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 33% (39% last year). Case Logistix jumped into second place with 17% and FYI, Catalyst and IConnect all showed the same response rate. Lexis Nexis’ FYI dropped the most from 37% last year to 10% this year.

But the largest response in this category is also “Other” with the greatest response being “I don’t know”. This answer baffles me.

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.


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. The number one concern of respondents, price, took a drop from last year at 57% to 48% this year. Processing was second at 23% and collection third at 20%.

But education stayed at 17% to capture fourth place, above both review costs (14%) and predictive coding at 8%.

Judicial decisions held at 7% and both predictive coding and concept searching came in under 10% again. In fact, despite all the national attention around the predictive coding field, when asked whether they used predictive coding, concept searching or other analytics software, only 4 respondents even answered the question and one of them said the product didn’t help them.

When it came to simplifying that process, 44% stated they would like to see the processing stage simplified compared to 64% last year while 26% would prefer to see collection made easier compared to 45% last year. Changes to review went from 34% to 44% and identification from 29% to 26. ECA held steady for the third year in a row at 29%.

The two top issues listed by the respondents are overall price and processing cost but the next two, education and litigation holds, are not price related. And when asked to discuss specifics of their litigation hold experience, more respondents skipped the questions than answered them.

So what exactly does that tell us? Cost is still the leading concern but education about the process is a close second.


We noted last year that eDiscovery had clearly matured into an integral part of the litigation process. It not only continues to cut across all the legal demographics of firm size, case values and attorneys, but this year’s results show that small firms are becoming much more involved in the eDiscovery discussion. Case decisions and ED-specific rules continue to dominate the resource landscape but education on the ED process has jumped significantly as a major issue as attorneys become more aware of the need to understand their ethical responsibilities in this part of their practice.

Well known products such as Summation and Concordance continue to see the market share erosion we first saw last year as web-based applications continue to grow in usage. Cost continues to be a major issue but attorneys continue to press for easier technical solutions to procedures such as collection and processing. And while many firms turn to full-service ED vendors for support on those procedures, an increasingly larger number are performing them in-house, also a sign of increased understanding and comfort with Ediscovery as a whole.

Yet we continue to see signs of unfamiliarity with and even fear of eDiscovery as a whole. Education remains a top concern of both judges and attorneys, so the continued growth of web sites and conferences will undoubtedly carry over through the remainder of this year.

About our author Tom O’Connor

Tom is a nationally-known consultant, speaker and writer in the area of computerized litigation support systems. His 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 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 appear with several others covering the topic of legal technology in this month’s Legal Technology Update, a special supplement to the Chicago Lawyer Magazine.

JuraLaw announces integration with NetDocuments at ABA TECHSHOW 2014

•March 27, 2014 • Leave a Comment

JuraLaw National Case, Calendar and Docket Management SaaS Announces Integration with NetDocuments Cloud-based Document Management System

ABA TECHSHOW CHICAGO – March 27, 2014 – At the American Bar Association TechShow 2014 today, Law Bulletin Publishing Company (LBPC) announced a new integration between its JuraLaw® web-based national case, calendar and docket management Saas (Software-as-a-Service) and the NetDocuments® cloud-based document management system. The integration will be demonstrated at the ABA TechShow, booth #108 on Thursday, March 27th and Friday, March 28th.

JuraLaw-Team-TechshowThe new integration enables JuraLaw® users to associate documents stored in NetDocuments® to cases, dockets and diary events in JuraLaw®. The integration works in real-time, so as new documents are added to NetDocuments®, users can immediately link them to records in JuraLaw®. The intuitive interface makes selecting and viewing documents directly within JuraLaw® quick and easy. Since both JuraLaw® and NetDocuments® are cloud-based, users can access both programs anywhere and anytime from any web-enabled device.

David Glynn, Vice President of Docket Management Technologies at Law Bulletin Publishing Company, explained, “With the integration of NetDocuments®, JuraLaw® now offers the ability to associate all cases, dockets and diary events to source documents for validation and convenient reference. Access to the documents through JuraLaw® is seamless and takes advantage of NetDocuments®’ extensive enterprise search engine. When users associate documents with diary events that appear in lawyers’ calendars, lawyers can click on the link in the diary event to quickly and easily view the associated document. The efficiency advantages of the integration plus the convenience of the cloud is a winning combination which we are very pleased to be able to offer to our customers.”
“Having NetDocuments®’ rich document management functionality now available inside the JuraLaw® interface is a fantastic win for both companies and more importantly, it brings incredible value to our customers,” said Marriott Murdock, Marketing Director at NetDocuments®. “The JuraLaw® team did a great job integrating and embedding the core NetDocuments® features and crafting an excellent user experience directly in the JuraLaw® interface.”

About Law Bulletin Publishing Company and JuraLaw®
Since 1984, Law Bulletin Publishing Company (LBPC) has been a legal docket software provider, having produced the DM2000 docketing system and now JuraLaw®, a web-based national case, calendar and docket management SaaS product. LBPC’s experts have a combined 120 years of proven experience in proofing, verifying, correcting and formatting court data to ensure information is accurate and timely. JuraLaw® helps keep lawyers on track for important deadlines and on time for court appearances and in these ways reduces the risk of legal malpractice claims.

Founded in 1854, Law Bulletin Publishing Company provides a wide variety of legal and real estate publications, including the Chicago Daily Law Bulletin® newspaper, the Chicago Lawyer® magazine, Sullivan’s Law Directory® and a number of other regional legal and real estate publications and blogs.

For more information, visit www.JuraLaw.com
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About NetDocuments®
Founded in 1999, NetDocuments® web-based service has given law firms of all sizes the ability to reduce costs and increase security, mobility, and disaster recovery to documents and emails from anywhere and on any device. With fully redundant datacenters in the US and UK, NetDocuments® is used in over 1,000 law firms and financial services organizations. With anytime, anywhere access, firms are able to increase productivity and improve the client experience through a comprehensive cloud-based document management service. For more information about the company, go to www.netdocuments.com.