Purpose of this session is to provide some context, mainstream references, and other things to help you get people on board and when to apply it.
Don’t get discouraged – change is hard. Keep going. If you take this back to your firm and can show success, you can change the behavior of others naturally – they will want to be able to do things as fast as you.
2. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
It is in the whole process of meeting and solving problems
that life has meaning. Problems are the cutting edge that
distinguishes between success and failure. Problems call forth
our courage and our wisdom; indeed, they create our courage
and our wisdom. It is only because of problems that we grow
mentally and spiritually. It is through the pain of confronting
and resolving problems that we learn.
- M. Scott Peck
3. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Why can’t we stick with what we know?
Keywords are a good starting step but they have to be
paired with another approach in order to be beneficial.
•Size and amount
of data
•Time involved in finding
intentional deception in
documents
Time involved in comparing
produced documents to
your reviewed documents
•Changes to our
current language and
communication styles
•Code words/names
•Current shorthand,
acronyms, text
language, emoji’s
4. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
an·a·lyt·ics
/ˌanəˈlidiks/
information resulting from the systematic
analysis of data or statistics
7. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Is this Analytics?
8. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Is this Analytics?
We call this reporting.
11. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Start Simple
Introduce features
depending on the
data set and goals –
don’t start with all at
the same time.
Organize it into
more efficient
groups of
documents
12. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
13. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Near Duplicates!
14. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Near Duplicates
•Create consistent results in coding
•Looking for variations in document versions or added/removed text•Review
•Ensure consistent coding on responsiveness and privilege callsQuality Check
•Find original Natives for image produced documents
Production
Received
•Identify best copy of a document for depositions, trial, and witness kitsTrial Prep
15. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
If I asked you to put these into groups, would you do
it by hand or take it to a coin machine?
16. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
So why do it with this?
17. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Clustering
•Quick insight into “What we have”
•Test search term inclusion/quality prior to Meet & Confer
•Easily Segregate Junk data
Pre-Review
•Organize and Prioritize Review of Document Topics/Significant
WordsReview
•Identify where your search terms might have missed relevant dataQuality Check
•Weed through documents produced to find key data
Production
Received
20. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Categories
• Leverage key issue documents or text to find
similarReview
• Use previously coded data to find similar within
incoming productions
Production
Received
• Prep for depositions - understanding all documents
discussing similar topics
• Locate best example document for a fact or issue
Trial Prep
21. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
TAR
®®
®
22. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Teach Me Your Ways
Good Song, Give me
more like this
Meh, Not Interested, take
it out of my repertoire
Responsive Document, find
similar ones and tag them too
Not Responsive, go find others
and pull them out as well
23. Private and Confidential – Copyright 2019
Key Takeaways
If applied
correctly, it
can only
help
Don’t apply
all features
at once
Use
terminology
to inspire
confidence
and
understandi
ng
To start, just
organize it
into more
efficient
groups of
documents
No
additional
cost for
using these
features
Purpose of this session is to provide some context, mainstream references, and other things to help you get people on board and when to apply it.
Don’t get discouraged – change is hard. Keep going. If you take this back to your firm and can show success, you can change the behavior of others naturally – they will want to be able to do things as fast as you.
Krista – AI panel gave us some good stats on keywords being ineffective.
People fear things they don’t understand
Do you find pushback when you suggest using analytics? what are the fears?
decrease costs,
Improve Review Speeds
Save time to allow you to take on more clients
Decrease labor
reduce errors and increase consistency in document review
Any new feature isnt going to cut your review time in half, maybe, but not likely.
Everyone used to ask this. You don’t hear it anymore. Its not the norm.
Every single project, but had to identify : its based on your type of images, etc.
Now its mainstream because what other options do you have? If you don’t use it, you’re at a disadvantage.
How do we make it more mainstream relevant and understandable
No one likes to eat a handful of M&Ms, mixed with Skittles and Reese’s. It will throw your taste buds off their game by constantly changing flavors that don’t go together.
Near Duplicate detection is going to take your documents regardless of filetype, and use the text to assign them a score.
MM’s or skittles or reeses? Do you want to pick up each one/review each document to determine what it is? Or use the analytics engine to make the piles for you?
Separate out the candy type – makes it a similar document
Separate out the candy type and color – similarity score is even higher
Candy type, color and flavor (peanut butter vs chocolate) similarity score is highest.
Comparison will show you how they are different, and how they are the same.
Near Duplicate detection is going to take your documents regardless of filetype, and use the text to assign them a score.
MM’s or skittles or reeses? Do you want to pick up each one/review each document to determine what it is? Or use the analytics engine to make the piles for you?
Separate out the candy type – makes it a similar document
Separate out the candy type and color – similarity score is even higher
Candy type, color and flavor (peanut butter vs chocolate) similarity score is highest.
Comparison will show you how they are different, and how they are the same.
How else have you used it? War stories?
Multiple aspects of a coin make it unique and distinguishable, it could be grouped into several categories.
For coins it looks at all these things: Size of Coin, Thickness, Color, edges, Heads Image, Tails Image
Clustering doesn’t just look at words, it looks at concepts, and key phrases
How else have you used it? War stories?
If I tell you to give me all your dimes
Who wants to be Bob, who wants to be Mary?
Bob is reviewing every document one by one to determine if it is what he needs.
Mary’s are already grouped, she has to match one example, and she gets back a bunch.
If I tell you to give me all your dimes
Who wants to be Bob, who wants to be Mary?
Bob is reviewing every document one by one to determine if it is what he needs.
Mary’s are already grouped, she has to match one example, and she gets back a bunch.
Give recommendations based on your habits or input.
The more you listen, the more you shop, the more shows you watch, the smarter it gets, giving better recommendations and learning your tastes and your habits.
How do we make it more mainstream relevant and understandable