What "I" need from a Litigation Support Document Review Repository - "An Open Letter to the Litigation Support Market Leaders
Did they forget something?
Did they ask me what "I" need (where I=Litigation Support Manager + Legal Assistant + Associate + Partner + Client)? Forgive me, but perhaps"I" am being too presumptuous and perhaps my expectations are unrealistic. If so, then "I" need someone to help me readjust my expectations to something reasonable. But remember now, "I" am the client. "I" am the quintessential customer, and "I" have many different incarnations, a few of which have been identified in the ad hoc WHO AM"I" formula above.
As the Litigation Support Manager, I need to have a tool that is:
- Robust
- Easy to maintain
- Easy to troubleshoot
- "Open," i.e., SQL back end and a front end with ample API support and have interconnectivity with other tools commonly used for data management.
- Should I also mention, the company that meets the criteria above should also be around next fiscal quarter?
As a Legal Assistant, I have extraordinary pressure. I have to prepare for depositions, create witness prep. kits, do document pulls, complex searches and groupings, hearings. I need a tool that has:
- A flat learning curve; it's intuitive and easy to use.
- The functional logic flows with my workflow; you need to understand what I do and the order in which I do it from a best practices perspective.
- Is reliable; in other words, I should not find undocumented features sometimes known as bugs.
As the client of the law firm that has chosen the tools that will host my documents for the matters in which I pay them handsome fees, I expect that:
- I should be a able to collaborate with my chosen counsel, whenever and from wherever I choose.
- I should be able to up to date progress and billing get metrics on the litigation matters they are working on as well.
Since for the most part, I am the General Counsel or some branch of the Legal Department that reports in to the GC's office, the Corproate Board of Directors is also peripherally interested in how we collaborate.
- How will you help me shine?
- How will you keep me in the know?
- Can you help me with the compliance aspect of the information in my litigation document collection?
- How will you help me take the large sums of money that have been spent on the particular matter, embodied in the work product that is in the repository (your repository) and turn it into a institutional knowledge based capital asset?
What I mean by the lofty statement is, how can you help me create post litigation (or representation) based value and utility in the documents and work product that might otherwise be destroyed pursuant to a protective order?
"I" know some of these questions can be construed as challenging, but if you think you've got the responses that make sense, that get the juices flowing in each of my alter egos, them please take up the challenge by pointedly responding to each of the concerns delineated above.
Yours truly,
The Universal "I"

1 Comments:
That's a tall order but the requests are reasonable and a lot of vendors out there are trying to fill it. The trick is reading everyone's mind and providing software that meets a lot of different "I" needs and that isn't easy. Add to that the sea change brought on by the Web and you quickly feel the pain of transition.
Up till now, you were looking at an enterprise application (Summation or Concordance). These tools came in a box and did what they did. If you wanted a new feature, call it in and you might see it in a year or so.
In the last few years, a number of us have begun offering hosted software designed to offer more functionality with the possibility of adding new features by the week rather than as part of an annual upgrade.
At first due to limitations of Web technology these applications were limited in functionality--their strength was in being On Demand (no purchase, setup or internal management). Gradually, Web functionality caught up with and is actually surpassing what the enterprise tools can do. Thus, now you get the power of industrial grade search and database engines that would never fit on an install CD, and which most people couldn't manage.
Even more, today's applications actually knit together the functionality of scores of tools, to convert, number, view, search, annotate, etc. What this means is that you will be able to have your cake and eat it too. Literally all of this power at your fingertips but On Demand--when you need it with no hardware to purchase and manage, no software to setup, run and upgrade.
And, ultimately you will get the last wish. Browser-based software, done right, is easier to use, intuitive and simple to manage. Workflow becomes easy to setup and manage as well.
And yes, the companies operating in the post dot-bomb market are financially strong, offering a product that people value and will pay for. However, it won't come free or with ads on the page. You will have to pay a fair price to get a fair return. After all, it is no longer boxes we are talking about. Its millions of pages. What's it worth to be able to search through that volume in second or less?
Good comments.
John Tredennick
caseSHARE Systems, Inc.
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