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Presenting a webinar?
George Socha, Chris Dale, Chad Pappenfuss, Caitlin Murphy, Tom Gelbmann
This free, one-hour webinar, presented by Gold Sponsor AccessData, will answer your questions about early data assessment & processing, with a focus on EDRM as a continual, iterative activity. Led by Apersee founders George Socha & Tom Gelbmann, “Early and Often” is sure to be an information-packed session.

The webinar was presented on May 30, 2012, from 1:00 to 2:00 pm Central.
May 30 2012
61 mins
Early and Often
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  • EDRM webinar, "Using Ringtail to Manage Rolling Matters Efficiently & Cost-Effec Jun 9 2015 6:00 pm UTC 60 mins
    JR Jenkins, Namisha Patel, George Socha, Tom Gelbmann
    Join us on Tuesday, June 9, 2015 from 1:00 to 2:00 pm Central when we present the free live EDRM Webinar, "Using Ringtail to Manage Rolling Matters Efficiently & Cost-Effectively," sponsored by FTI Consulting.

    One of the most challenging aspects of e-discovery is the “rolling” nature of data collection and processing and its impact on document review. Often teams finish ingesting and coding one data set only to have to start all over again when a new collection comes in the door. Compounded by tight production deadlines, these piecemeal data sets can make legal teams feel like they are waking up to Groundhog Day all over again. It’s crucial to have tools and processes that support automation and replication within rolling matter workflows in order to save time and reduce cost. In this webinar we will show you how the new Ringtail platform allows you to automate the introduction of new data, use data snapshots to set strategy and manage review assignments, leverage previous coding decisions and take advantage of concept clustering to make short work of rolling additions. During this webinar attendees will learn:

    * How Ringtail’s new automated processing module makes ingestion easy, fast and repeatable
    * How e-mail threading adds efficiency during a rolling matter
    * How to use concept clustering and analytics to intelligently combine new document sets with previous
    * How to perform visual QA to quickly identify problems
    * How to re-use processing settings and coding decisions

    Presenter:

    * JR Jenkins, Senior Director, FTI Consulting

    Moderators:

    * George Socha, Co-Founder, EDRM
    * Tom Gelbmann, Co-Founder, EDRM

    This is the third in a series of three webinars sponsored by FTI Consulting
  • eMSAT-1: Completing the Assessment Jun 3 2015 6:00 pm UTC 60 mins
    Tiana Van Dyk, Evan Benjamin, Matthew Knouff, Brett Livingood, George Socha, Tom Gelbmann
    Join us on April 16 from 1:00 to 2:00 pm Central when we present the free EDRM webinar, "eMSAT-1: Completing the Assessment."

    This webinar is the fourth in a series of five practical sessions by the creators of the eMSAT-1. This webinar covers key aspects of completing the eMSAT-1 spreadsheet: understanding the spreadsheet's sections; methodologies for completion; quality control; and deliverables.

    Speakers:

    * Tiana Van Dyk, Litigation Support Manager at Burnet, Duckworth & Palmer LLP
    * Evan Benjamin, EDiscovery Consultant, Protiviti/Robert Half Legal
    * Matthew Knouff, eDiscovery Counsel, Complete Discovery Source
    * Brett Livingood, eDiscovery Consultant, Robert Half Legal eDiscovery Services

    Moderators:

    * George Socha, Co-founder, EDRM
    * Tom Gelbmann, Co-founder, EDRM
  • EDRM webinar, "Using Ringtail to Leverage Visual Analytics in Small to Midsized May 12 2015 6:00 pm UTC 60 mins
    JR Jenkins, Caitlin Murphy, George Socha, Tom Gelbmann
    Join us on Tuesday, May 12, 2015 from 1:00 to 2:00 pm Central when we present the free live EDRM Webinar, "Using Ringtail to Leverage Visual Analytics in Small to Midsized Matters," sponsored by FTI Consulting.

    What does ‘big data’ mean to you? For some legal teams, 100,000 documents is a big data challenge. For others, the panic sets in at 5,000. No matter what the numbers, legal teams of all sizes and sophistication levels can be faster and more efficient at taming ‘big data’ when they use new ways to break that data into small and easy to review chunks. In this webinar, you’ll see how Ringtail’s simple to learn and use visual analytics can improve your strategy on 100k, 50k and even 5k (and fewer!) document cases. From automatically separating documents into thematic groups to finding hot facts and key custodian conversations fast to supporting the quick analysis of like document families, Ringtail’s analytics make tasks that used to take a week, take an hour. If you’ve been thinking analytics – and Ringtail – is only for large, complicated matters, think again! During this webinar we will show:

    * How Ringtail’s Document Mapper shows 5,000 thematically grouped documents at a glance
    * How automatic concept clustering makes review faster
    * How to find documents that keyword search based platforms will not find
    * How search term hit highlighting and search term families save time and money
    * How to code multiple documents at the same time
    * How to use analytics to prepare for depositions and trial proceedings

    Presenters:

    * JR Jenkins, Senior Director, FTI Consulting
    * Caitlin Murphy, Senior Director Marketing, FTI Consulting

    Moderators:

    * George Socha, Co-Founder, EDRM
    * Tom Gelbmann, Co-Founder, EDRM

    This is the second in a series of three webinars sponsored by FTI Consulting
  • EDRM webinar, "Using Ringtail to Modernize Keyword Search," sponsored by FTI Recorded: Apr 23 2015 59 mins
    JR Jenkins, Jason Ray, George Socha, Tom Gelbmann
    Join us on Thursday, April 23, 2015 from 1:00 to 2:00 pm Central when we present the free live EDRM Webinar, "Using Ringtail to Modernize Keyword Search," sponsored by FTI Consulting.

    We use keywords in every aspect of our digital lives - from googling an obscure fact to sifting through Outlook for that email we sent last week, but in e-discovery keywords can seem like the past rather than the future. However in practice, virtually all legal teams still use matter-specific search terms during many case phases. And while most teams know how to do basic searching, many are not getting the most out of their keywords. In this Webinar we will examine how teams can use Ringtail's unique visual approach to e-discovery to dramatically improve the effectiveness of keyword search - improving quality, performance, and increasing early understanding of key case themes and documents. During the webinar you will learn:

    * How to build a strong starter set of keywords when data volumes are large
    * How Ringtail's Document Mapper eliminates the problem of “near misses” when searching
    * Why concept clustering and keyword search are natural partners
    * How to analyze the opposing parties' keyword search terms rapidly
    * Why statistically improbable terms are important during investigations
    * How Ringtail allows entire teams to collaborate with keyword search

    Presenters:

    * JR Jenkins, Senior Director, FTI Consulting
    * Jason Ray, Managing Director of Technology Consulting, FTI Consulting

    Moderators:

    * George Socha, Co-Founder, EDRM
    * Tom Gelbmann, Co-Founder, EDRM

    This is the first in a series of three webinars sponsored by FTI Consulting:

    * Using Ringtail to Modernize Keyword Search
    * Using Ringtail to Leverage Visual Analytics in Small to Midsized Matters
    * Using Ringtail to Manage Rolling Matters Efficiently & Cost-Effectively
  • Getting Cloud Data from the New Big Three: Google, iCloud & MS Office 365 Recorded: Mar 4 2015 61 mins
    Ian Campbell, Jason Pill, Andrew Wilson, George Socha, Tom Gelbmann
    EDRM Webinar Sponsored by Zapproved

    Digital data has moved and is continuing to move to the cloud. Individuals, businesses, and corporations find cloud sourcing to be a compelling value proposition. How can counsel manage not only traditional office documents now created, hosted and shared in the cloud but social media and social communications. Google has not integrated social messaging and video messaging into its basic suite of business productions. How can this digital information be requested, delivered and analyzed? The questions for E-Discovery are how can information be easily harvested from cloud locations and reviewed seamlessly.

    Our expert panel will take you through the nuts and bolts of cloud E-Discovery with practical examples and demonstrations.

    Speakers:
    * Ian Campbell, President & CEO, iCONECT Development, LLC
    * Jason A. Pill, Associate, Phelps Dunbar LLP
    * Andrew Wilson, CEO, Logikcull

    Moderators:
    * George Socha, Co-Founder, EDRM
    * Tom Gelbmann, Co-Founder, EDRM
  • EDRM webinar, "Cross Border Issues in eDiscovery," sponsored by UBIC Recorded: Feb 18 2015 61 mins
    Matthew Davis, Brian Corbin, Paul Starrett, George Socha, Tom Gelbmann
    Join us on Wednesday, February 18 from 1:00 to 2:00 pm Central when we present the free EDRM webinar, "Cross Border Issues in eDiscovery," sponsored by UBIC.

    For any organization dealing with litigation that spans international boundaries, cross border issues can make eDiscovery an even more challenging concern. Our speakers will help you better understand the issues you may face, processes you can use to address those issues, and tactics and strategies to help reduce the risks and costs associated with cross-border eDiscovery.

    Speakers:

    * Brian Corbin, Vice President, Discovery Program Manager, Legal Discovery Management, Hogan Lovells International LLP, JPMorgan Chase & Co.
    * Matthew Davis, Litigation Support Lawyer, Hogan Lovells International LLP
    * Paul Starrett, General Counsel, UBIC

    Moderators:

    * George Socha, EDRM
    * Tom Gelbmann, EDRM
  • EDRM webinar, "Assembling the Team to Complete the eMSAT" Recorded: Feb 11 2015 60 mins
    Tiana Van Dyk, Evan Benjamin, Matthew Knouff, Brett Livingood, George Socha, Tom Gelbmann
    Join us on February 11 from 1:00 to 2:00 pm Central when we present the free EDRM webinar, "Assembling the Team to Complete the eMSAT."

    This webinar is the third in a series of four practical sessions in which the creators of the eMSAT-1 will work together with participants as they undertake their own self-assessment.

    Speakers:

    * Tiana Van Dyk, Litigation Support Manager at Burnet, Duckworth & Palmer LLP
    * Evan Benjamin, EDiscovery Consultant, Protiviti/Robert Half Legal
    * Matthew Knouff, eDiscovery Counsel, Complete Discovery Source
    * Brett Livingood, eDiscovery Consultant, Robert Half Legal eDiscovery Services

    Moderators:

    * George Socha, Co-founder, EDRM
    * Tom Gelbmann, Co-founder, EDRM
  • Audio, Chat & Mobile Recorded: Dec 10 2014 61 mins
    Dera Nevin, Drew Macaulay, Ben Rusch, George Socha, Tom Gelbmann
    Join us on Wednesday, Dec. 10, 2014 from 10:00 to 11:00 am Central when we present the free EDRM webinar, "Audio, Chat & Mobile – Tips for Effectively Managing Non-Traditional Data Types," sponsored by Consilio.

    At this webinar, the speakers will address:

    • Exploring and understanding unique data types specifically created by financial services institutions;

    • Determining why certain data types are less compatible with standard eDiscovery technology and workflow techniques;

    • Designing review processes that accommodate non-traditional data types such as Bloomberg chat and audio recordings; and

    • Making technological improvements that accelerate the review process, saving time and money.

    Speakers:

    * Dera Nevin, Director of eDiscovery Services, Proskauer Rose LLP
    * Drew Macaulay, Managing Director, London Office, Consilio
    * Ben Rusch, Senior Director, London Office, Consilio

    Moderators:

    • George Socha, Co-founder, EDRM
    • Tom Gelbmann, Co-founder, EDRM
  • Summation 5.6 - Setting the Bar for Legal Review Recorded: Nov 18 2014 61 mins
    Keith Schrodt, George Socha, Tom Gelbmann
    Join us on Tuesday, November 18, 2014, from 1:00 to 2:00 pm Central when we present the free EDRM product demo webinar, "Summation 5.6 - Setting the Bar for Legal Review," sponsored by AccessData Group.

    Description:

    Since its creation, Summation has set the bar for the e-Discovery industry. In today's market, you need to be able to offer clients combined comprehensive data processing, early case assessment, transcript management and final review features just to be competitive. Summation allows you to process any part of the EDRM model in a seamless platform, saving time and money for your organization and customers.

    Join this live webinar to get ahead of the curve and set the e-Discovery bar for your organization.

    Webinar highlights will include:

    • Advanced Data Loading
    • Robust ESI Processing
    • Early Case Assessment
    • Near-native Review Functionality
    • Unsurpassed Production capabilities
    …and more

    Speaker:

    • Keith Schrodt, Director, Product Marketing & Strategy, AccessData

    Moderators:

    • George Socha, Co-founder, EDRM
    • Tom Gelbmann, Co-founder, EDRM
  • EDRM's eMSAT-1: Building the Business Case for the eMSAT-1 Recorded: Nov 13 2014 61 mins
    Tiana Van Dyk, Evan Benjamin, Matthew Knouff, Brett Livingood, George Socha, Tom Gelbmann
    Join us on November 13 from 1:00 to 2:00 pm Central when we present the free EDRM webinar, "EDRM's eMSAT-1: A Case Study," sponsored by Zapproved.

    Description:

    The eMSAT is a self-assessment tool recently released by the EDRM Metrics group. Organizations can use the eMSAT-1 to understand and evaluate their processes related to eDiscovery. This webinar will take participants through the value proposition of a self-assessment, how to build a business case to obtain internal buy-in to allocate the necessary resources and how to encourage the various parts of an organization to work together to derive value from the self-assessment.

    Panellists will discuss the reasons for taking a self-assessment, why the eMSAT-1 self assessment is valuable, and how your organization can gain better understanding and control of its evolving ediscovery processes.

    This webinar is the first in a series of four practical sessions in which the creators of the eMSAT-1 will work together with participants as they undertake their own self-assessment.

    Speakers:

    * Tiana Van Dyk, Litigation Support Manager at Burnet, Duckworth & Palmer LLP
    * Evan Benjamin, eDiscovery Consultant, Protiviti/Robert Half Legal
    * Matthew Knouff, eDiscovery Counsel, Complete Discovery Source
    * Brett Livingood, eDiscovery Consultant, Robert Half Legal eDiscovery Services

    Moderators:

    • George Socha, Co-founder, EDRM
    • Tom Gelbmann, Co-founder, EDRM
  • Dark Data Recorded: Nov 5 2014 60 mins
    Bennett Borden, David Kessler, George Socha, Tom Gelbmann
    Join us on Wednesday, November 5, 2014, from 1:00 to 2:00 pm Central when we present the free EDRM webinar, "Dark Data," sponsored by UBIC.

    Description:

    Dark data. You’ve heard the term, but what does it mean? What does it mean to your organization? How can you better identify it, work with it, and derive value from it? And how does it factor into your litigation strategy, your discovery needs, and your responses to governmental inquiries? Our panel of speakers will address this issues and more - and field your questions as well.

    Speakers:

    * Bennett Borden, Chair, Information Governance and eDiscovery, Drinker Biddle & Reath LLP
    * David Kessler, Partner & Co-Chair, E-Discovery and Information Management Group, Norton Rose Fulbright
    * George Socha, Co-Founder, EDRM

    Moderator

    * Tom Gelbmann, Co-Founder, EDRM
  • Don't Let Smartphones Outsmart Your Mobile Device Discovery Needs Recorded: Oct 23 2014 59 mins
    Lee Reiber, George Socha, Tom Gelbmann
    Join us on October 23 from 1:00 to 2:00 pm Central when we present the free EDRM webinar, "Don't Let Smartphones Outsmart Your Mobile Device Discovery Needs," sponsored by AccessData.

    Description:

    So what does the ‘Smart’ in smart phone mean? What it means to enterprises and Law enforcement agencies is an ever growing treasure trove of discoverable information: your call history, contact lists, IMs, social media, voicemail, videos, chats, browsing histories, apps, GPS location data, e-mail, and images (with identifying metadata). This means that mobile devices and the data they hold are going to continue to grow in importance and being unaware of mobile e-discovery is not a good strategic position.

    Yet even with this valuable information so close many criminal and civilian investigations are threatened because there are just too many types of devices, too many mobile apps, and too many data types for some to handle. Join AccessData for an in-depth discussion on the challenges associated with collecting from these devices and how you can gain insight into the treasure trove of available information.

    Speaker:

    • Lee Reiber, Vice President Mobile Forensic Solutions, AccessData Group

    Moderator:

    • George Socha, Co-founder, EDRM
    • Tom Gelbmann, Co-founder, EDRM
  • End-to-End eDiscovery with Nuix - Product Demo Recorded: Oct 16 2014 61 mins
    Simon Bayangos, Matthew Geaghan, George Socha, Tom Gelbmann
    "End-to-End eDiscovery with Nuix," sponsored by Nuix.

    Are you seeking to improve speed, reduce costs and increase quality in your eDiscovery process? That’s Nuix’s goal. Combining Nuix's latest release, Nuix 6, with the Nuix Director and Nuix Web Review & Analytics gives you access to a wealth of new features and performance improvements. But not everyone knows how to use these capabilities to their full potential. Join experienced Nuix engineers Simon Bayangos and Matthew Geaghan for an informative webinar showing you how Nuix’s new applications and capabilities form part of a complete eDiscovery workflow.

    You’ll discover how you can:

    • Avoid the drudgery and complexity of moving or exporting data
    • Use advanced new features such as quality control and collaborative web review
    • Conduct rapid processing, analysis, review and production from any web browser
    • Define and automate your workflow to minimize errors, simplify operation and make the hard work easier

    Speakers:

    • Simon Bayangos, Head of Engineering, NNA, Nuix
    • Matthew Geaghan, Nuix

    Moderators:

    • George Socha, Co-founder, EDRM
    • Tom Gelbmann, Co-founder, EDRM
  • eMSAT-1: Understanding the EDRM eDiscovery Maturity Self-Assessment Tool Recorded: Oct 15 2014 61 mins
    Tiana Van Dyk, Evan Benjamin, Matthew Knouff, Brett Livingood, George Socha, Tom Gelbmann
    The EDRM Metrics group recently published a revolutionary eDiscovery Maturity Self-Assessment Tool, eMSAT-1.

    With this webinar you will get a chance to learn about eMSAT-1 and how it can help your organization understand its eDiscovery risk areas. Our speakers will step you through how to use the self-assessment tool and how to interpret the results you obtain.

    Speakers:

    * Tiana Van Dyk, Litigation Support Manager at Burnet, Duckworth & Palmer LLP
    * Evan Benjamin, eDiscovery Consultant, Protiviti/Robert Half Legal
    * Matthew Knouff, eDiscovery Counsel, Complete Discovery Source
    * Brett Livingood, eDiscovery Consultant, Robert Half Legal eDiscovery Services

    Moderators:

    • George Socha, Co-founder, EDRM
    • Tom Gelbmann, Co-founder, EDRM
  • Easing the pain of document review Recorded: Jul 30 2014 51 mins
    Jane Maranhas, Tami Zimmel, George Socha, Tom Gelbmann
    EDRM Webinar Sponored by LexisNexis

    Where is the pain? Increasing challenges associated with rapid data growth and the need to find and produce responsive documents quicker and cheaper.

    There is still much debate on electronic document review and the points to consider are extensive, often unique to each organization and can even vary per matter. In this webinar find out the top pain points that’s driving their document review purchasing decision and specific features they are requesting. Please join us and hear what the market is telling us and how Concordance Evolution, the next generation of document review software is doing to address those needs.
  • Cyber Security 101 for Legal Professionals Recorded: May 21 2014 61 mins
    Bryan Foster, Gail Gottehrer, Rich Hoffman, Devin Krugly, George Socha, Tom Gelbmann
    Sponsored by AccessData

    Law firms are a well-known point of weakness for the world's most sensitive data. While their clients go to great lengths to protect data and are required by regulation and statute to do so, firms often do little to shield their clients' information from breach and in fact actively engage in practices that expose it unnecessarily. Join this panel to learn the legal lay of the land and to see if you (or the law firms you work with) are the weakest link. We'll also discuss how you can implement simple practices and technological solutions to shield yourself not only from breaches, but from sanctions and lost business.
  • Tales from the Trenches: Blue Shield In-House Team Recorded: Jan 30 2014 61 mins
    Jon A. Johnson, Mark Menz, Caitlin Murphy, George Socha, Tom Gelbmann,
    Sponsored by AccessData.

    Tales from the Trenches: Blue Shield In-House Team uses Forensics and Mobile Device Discovery Techniques to Optimize E-Discovery

    Join Blue Shield of California's legal IT department for a discussion of the real-life practices and workflows that have led them to save over $1million in legal services costs. Using forensics tools, mobile device investigation tools and e-discovery tools together, Blue Shield has realized a more thorough analysis of case data, improved efficiencies and is inventing new investigation techniques along the way. Attend the webinar to learn how the team:

    • Tracks information/data across the entire case life cycle
    • Collects from a large variety of data sources
    • Uses forensics techniques to perform a deeper analysis of documents, social media, keywords, photos and more
    • Analyzes mobile devices as an important source of case data

    Panelists:
    * Jon A. Johnson - GSEC, MCSE, CCNA; Security Engineer Lead, IT Security; Blue Shield of California
    * Mark Menz; Security Engineer, IT Security; Blue Shield of California
    * Caitlin Murphy; Director, Product Marketing & Strategy; AccessData

    Moderators:
    * Tom Gelbmann
    * George Socha
  • Evolving eDiscovery Workflows for the Future Recorded: Jan 23 2014 60 mins
    Joe Utsler, Alexander L. Shusterman, George Socha, Tom Gelbmann
    Sponsored by Nuix.

    The increasing volume and complexity of data involved in eDiscovery are making it harder for law firms and litigation support vendors to deliver timely, error-free services while still maintaining profitability. Legal service providers are increasingly facing pressure to complete larger volumes of work, faster – but achieving accurate, timely and defensible results requires a high level of technical skill and legal knowledge to prevent errors and rework.

    This session will examine case studies of legal service providers that completed workflow and automation projects during the identification, preservation and processing stages of the EDRM. These projects resulted in lower costs of eDiscovery, reduced risk of errors, shared work across teams and offices; and made the output more defensible. The panel of eDiscovery experts will examine the processes these firms went through, the benefits they achieved and the lessons they learned along the way.
  • Inside the Newest E-Discovery Software Integrations: LexisNexis Early Data Analy Recorded: Dec 17 2013 60 mins
    James Orcutt, LexisNexis; George Socha and Tom Gelbmann, EDRM & Apersee
    During this one hour complimentary webinar you will see the latest integration and functionality offered within LexisNexis Early Data Analyzer 1.5 and LAW PreDiscovery 6.5. We will explore how you can easily identify, index, filter, and search data at the source in LexisNexis Early Data Analyzer. Then process, pre-review and cull hundreds of native document types and emails prior to scanning and reviewing in LAW PreDiscovery. Learn first-hand about the integrations within these two powerful software programs, how they work together and with other discovery software.
  • Information Governance by Design Recorded: Dec 12 2013 61 mins
    Aliye Ergulen, Derek Gascon, Tom Gelbmann and George Socha
    Sponsored by IBM.

    There is no question that information volume, cost, and risk will continue to grow. There is also no question that a proactive information governance program is required. The issue is no longer why an organization needs one, but rather how to strategically design and implement one successfully with sustainable outcomes. Join this webinar hosted by leading industry groups to hear about what is new in information governance, why the time is now, and how to drive it forward - the strategy and the practice.
Delivering Insights. Guiding Decisions.
Creating practical resources to improve e-discovery and information governance.

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  • Live at: May 30 2012 6:00 pm
  • Presented by: George Socha, Chris Dale, Chad Pappenfuss, Caitlin Murphy, Tom Gelbmann
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