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Simplifying Discovery: A View From The Cloud

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  • Training Snapshot: Boolean Searching from CloudNine
    Training Snapshot: Boolean Searching from CloudNine Brian Kelley Recorded: Apr 12 2018 7 mins
    A snapshot demonstration of the process and syntax required to perform boolean searches within CloudNine to combine and connect multiple criteria properly using AND, OR or AND NOT operators.

    When performing searches, the ability to combine multiple criteria into a single search to be performed is key to help achieve a proper balance of recall and precision in that search. Using OR operators between search terms helps expand recall by retrieving documents that meet ANY of the criteria; while using AND or AND NOT operators between search terms help improve precision by only retrieving documents that are responsive if they include all terms (AND) or exclude certain terms (AND NOT). Boolean searching is an important part of efficient search and retrieval of documents to meet discovery requirements.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Training Snapshot: Saved Searches from CloudNine
    Training Snapshot: Saved Searches from CloudNine Brian Kelley Recorded: Mar 29 2018 5 mins
    Documentation is a key component of a sound discovery process. The ability to automatically save the searches that you have performed not only saves time in retrieving those documents later, but it also helps document the process for performing searches should you have to defend your approach in court.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Training Snapshot: Metadata Searching from CloudNine
    Training Snapshot: Metadata Searching from CloudNine Brian Kelley Recorded: Mar 22 2018 7 mins
    A snapshot demonstration of the various options for searching metadata fields from within the CloudNine eDiscovery Platform to locate documents responsive to specific objective and subjective criteria.

    Metadata is key to the management, tracking, and retrieval of documents within the discovery process. Whether you wish to locate a document sent or received by a particular individual, filter a collection by a relevant date range or locate documents that have been marked as responsive or privileged, the ability to be able to search both the system metadata (that metadata that is extracted from the document when it is processed for review) and user metadata (that metadata used by legal professionals to categorize and track documents during the review and production steps in discovery) is key to being able to manage that document collection efficiently and effectively.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Understanding eDiscovery in Criminal Cases
    Understanding eDiscovery in Criminal Cases Doug Austin and Tom O'Connor Recorded: Mar 21 2018 64 mins
    Criminal cases have long been thought of as an arena devoid of electronic discovery issues. But attorneys who regularly handle criminal cases know that’s not the case. So, are there any guidelines and best practices for handling eDiscovery in criminal cases? This CLE-approved* webcast session will take a look at the history of the development of standards and highlight specific issues of importance regarding eDiscovery in criminal matters. Topics include:

    + Overview of Rules for Criminal Matters
    + How Data is Acquired in Criminal Matters
    + Common Data Types and Examples of Cases
    + Data Exchange Formats and Protocols
    + Time Issues Specific to Criminal ESI
    + Working with Social Media as Evidence
    + Border Entry Considerations and Examples
    + Resources for More Information

    Presentation Leader: Doug Austin

    Doug is the VP of Products and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • Training Snapshot: Stemming and Synonym Searching from CloudNine
    Training Snapshot: Stemming and Synonym Searching from CloudNine Brian Kelley Recorded: Mar 6 2018 5 mins
    A snapshot demonstration of the process and syntax required to perform stemming and synonym searches within CloudNine to locate grammatical variations and synonyms of terms to catch additional potentially responsive hits for words that also may be responsive to your subject matter searches.

    When performing keyword searching, it may be difficult to think of every variation of a word to search for or other words that have the same meaning that may also be relevant. Stemming searching is a way to catch those variations of terms and Synonym searching is a way to catch other terms that mean essentially the same thing as the desired term. Both mechanisms help expand the potential recall of your search and enable you to locate additional important ESI to your case that might otherwise be missed, simply because those additional relevant terms weren’t identified.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Training Snapshot: Fuzzy Searching from CloudNine
    Training Snapshot: Fuzzy Searching from CloudNine Brian Kelley Recorded: Mar 1 2018 5 mins
    A snapshot demonstration of the process and syntax required to perform fuzzy searches within CloudNine to locate variations in spelling of terms to catch additional potentially responsive hits that may be otherwise missed due to spelling errors or Optical Character Recognition (OCR) inaccuracies.

    When performing keyword searching, you may know what terms you’re searching for, but it’s easy to miss important search hits if the term is misspelled or has OCR inaccuracies. Fuzzy searching is a way to catch many of those variations, expanding the potential recall of your search. The ability that fuzzy searching provides to find words that are one or two characters off from the correct spelling of the term could enable you to locate important ESI to your case that would otherwise be missed, simply because the term is not spelled correctly.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Training Snapshot: Proximity Searching From CloudNine
    Training Snapshot: Proximity Searching From CloudNine Brian Kelley Recorded: Feb 22 2018 5 mins
    A snapshot demonstration of the process and syntax required to perform proximity searches within CloudNine to locate responsive terms that are not only in the same document, but close to each other without having to be in an exact phrase.

    When performing keyword searching, the challenge to performing those searches effectively is to balance recall (retrieving responsive documents with hits) and precision (not retrieving too many non-responsive documents with hits). One way to achieve that balance is through proximity searching, which is simply searching for two or more words that appear close to each other in the document. Proximity searching is more precise then an AND search (where two terms can appear in the document together but be completely unrelated) with more recall than a phrase search (where the terms must be exactly together in that order), so proximity searching can be a valuable search strategy for striking the proper balance in your search results.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • eDiscovery and the GDPR: Ready or Not, Here it Comes!
    eDiscovery and the GDPR: Ready or Not, Here it Comes! Doug Austin and Tom O'Connor Recorded: Feb 21 2018 64 mins
    Do you think that your organization isn’t subject to the requirements of Europe’s impending General Data Protection Regulation (GDPR)?  You may be wrong about that.  If it is, are you on target to be compliant by May 25?  This CLE-approved* webcast session will cover how data privacy requirements have evolved over time, the parameters associated with the GDPR, what they mean to your organization and what steps your organization needs to take to ensure compliance with the GDPR.  Topics include:
     
    + How Data Privacy Requirements Have Evolved in the US and Europe
    + Scope of the GDPR Beyond the EU
    + A Definitional Baseline for GDPR
    + Important Changes and Organizational Impact
    + Data Existence and GDPR Compliance
    + Challenges Presented by Privacy Rights Associated with the GDPR
    + Fines: The Potential Cost of Non-Compliance
    + Business of the GDPR: Controllers and Processors
    + Steps to Take to Comply with the GDPR

    Presentation Leader: Doug Austin

    Doug is the VP of Products and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients. 

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • Training Snapshot: Persistent Highlighting from CloudNine
    Training Snapshot: Persistent Highlighting from CloudNine Brian Kelley Recorded: Feb 15 2018 3 mins
    A snapshot demonstration of the process required to set up and view persistent highlight terms within CloudNine to ensure important terms are always highlighted during review, regardless of search criteria.

    Failing to spot highly relevant, hot or privilege terms during document review can lead to important documents being missed or inadvertent disclosure of privileged information. Persistent highlighting enables these important terms to be always highlighted – regardless of search criteria – enabling them to be more easily spotted during review, which improves the quality of the review process.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.
  • Training Snapshot: Filtering Your Document Collection from CloudNine
    Training Snapshot: Filtering Your Document Collection from CloudNine Brian Kelley Recorded: Feb 8 2018 5 mins
    A snapshot demonstration of the process required to filter your document collection within CloudNine to exclude documents from search and view.

    Duplicate and non-responsive ESI can comprise a significant portion of your document collection. Filtering your document collection to exclude duplicative and clearly non-responsive ESI enables you to reduce costs by eliminating redundant and non-responsive files from the review population and focus more on ESI that is unique and potentially responsive to the matter.

    Training Snapshot Presenter: Brian Kelley

    Brian is the Director of Customer Success for CloudNine. At CloudNine, Brian manages training, support and customer success efforts for CloudNine's Software-as-a-Service (SaaS) eDiscovery clients. Brian has extensive experience providing legal technology consulting and technical support services to numerous commercial and government clients ranging from multinationals corporations and large law firms to litigation support providers and governmental agencies.

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