1. Certificate of Mastery in Law Practice Technology Tahmina Choudhury
Document Assembly Program
Customer has little control over the process
High degree of risk in missing critical content
Difficult to do early case assessment
Manual review is the predominant approach:
Labor-intensive and costly
Error prone and difficult to scale
TheNew E-Discoverytransforms a reactive, complex and
costly burden into a proactive business process that can
drive early strategic decisions for GCs, law firms and
Gives investigative teams direct control over the process enabling greater predictability, consistency and quality
Dramatically reduces time, cost, complexity, risk
Greatly facilitates more favorable case outcomes
War rooms full of paper have been replaced by millions of
electronic files to be sorted, categorized, reviewed and integrated
into every phase of the discovery and trial preparation process.
But how do you choose a vendor and the right software to create
a user-friendly system for speedy, accurate document review?
Kroll OnTrack Inc.
The 2005 Socha-Gelbmann Electronic Discovery Survey examined the
demand for and consumption of domestic, commercial electronic
discovery services and software.
The top five concerns people had about e-discovery software:
1. Quality of services.2. Attorney, client, judiciary inexperience with electronic discovery.3. Ability to manage costs.4. Project management.5. Data volumes. The sheer volume of data to be involved in discovery is growing at a staggering rate.
Top five market leaders in 2004 were, in
Electronic Evidence Discovery Inc.
Kroll Ontrack Inc.
Renew Data Corp.
Consumers were asked to identify the software programs they used to
work with electronically stored information obtained through discovery.
The top nine programs in 2004, in order of popularity:
1. Concordance, from Dataflight Software Inc.2. Summation, from Summation Legal Technologies Inc.3. CaseMap, from Bowne DecisionQuest (CaseSoft).4. Microsoft Access, from Microsoft Corp.5. Attenex, from Attenex Corp.6. Encase, from Guidance Software Inc.7. iConect, from iConect Development.8. Introspect, from Zantaz Inc.9. LiveNote, from LiveNote Technologies.10. Nineteen programs were in a dead heat.
Of all the products, Attenex and CaseMap received the most praise
Kroll OnTrack Inc
30 million pages of documents can be loaded into the e-discovery software for review at a rate of three to five million per day.
Proprietary system, known as Control Center, is used for the back end of the document production.
Control Center helps remove duplicate documents and blank pages from spreadsheets and e-mail
Allows for keyword searches and restricted documents to a certain date range if needed
Electronic DataViewer (e-Discovery software) puts the documents in the front end for review
Allows attorneys to look at documents quickly, then tag those they want to produce and those they want to hold back for privilege or non-responsiveness
Kroll OnTrack Inc
Electronic Discovery Certification Course
11. Citation Software
Proposal for a citation software
To build a software (possibly a Windows Desktop Tool) that
will enable users to upload their paper and use the software to
meet the Bluebook and ALWD requirements as well as any
specific requirements by judges and/or law school professors.
Problems with current environment :
Users find it difficult to manually enter/correct/update citations
Users find it difficult to manually make sure the pages, fonts, length, words, etc are used properly according to guidelines
Currently, users have to manually check on citation use in Bluebook/ALWD
Users end up spending more time on fixing the paper to meet the requirements than on actually writing the paper
12. Citation Software
We want the users to provide the software with the
requirements being asked by their professor, judge or
Dialog box should prompt for input on font, width, number of lines per page, alignment, words per page, etc.The software should be able to take these and make the paper fit into these requirements.
Software should search for redundant words (defined values by user)
We should also have templates for the various briefs, appellate briefs, reply briefs, etc most commonly used in the industry.User will have a choice of using the templates
13. Citation Software
We will need the user to be able to depend on
software to figure out citation format.
User should have choice of using Bluebook or ALWD format
Dialog box should prompt user to input citation information.
User will name all cases used in the paper
The software should search through Bluebook or ALWD (whichever user specified) and locate citation format and make appropriate citation based on case information provided by user.
The software should then create a Table of Authorities.The Table of Authorities will list all citations used in the paper and list which page(s) the citation/case is discussed in
14. Document Assembly
Document assembly is the creation of new,
complete documents from the combination
of new, and existing information.
Law firms create thousands of new
documents each year. The ability to save
time and effort by reusing instead of retyping
can add up to big savings for most firms.
15. Document Assembly
There are two basic types of document assembly,
document automation and form automation
An existing document which is present in a word processor file format such as Word or WordPerfect.
The variables are portions of text which are likely to change from client to client or document to document.
During template creation the variable fields are inserted directly into the editable text of the document.
When assembling the document, the new information is placed directly into the word processor file replacing the variable.
16. Document Assembly
the base form is not in an editable format like Word or WordPerfect
It exists only as a picture or graphics file such as a fax or bitmap
only the new information can be added or changed, it will not be possible to change any of the original text of the form
program then places the new information on top of the picture instead of actually in the picture itself
Unlike an automated document, an automated form is actually two items placed on top of each other
17. Document Assembly
Comparison of popular document assembly softwares
Rapidocs and HotDocs
Transforms word processor files into interactive templates by replacing changeable text with HotDocs variables.
When you want a customized document, the template will prompt you for the information needed to generate a