So I've been speaking with a number of Attorneys & Support Staff (who I'm hoping will chime in publicly on my Linkedin eDiscovery 101 postings) and the consensus is that Litigation/Practice Support are not the go to guys and gals for electronic discovery advice. That's like a law firm going to outside counsel for legal advice after paying top dollar for legal professionals to come work at their firm. So I've come up with a few tips to help in-house support staff become better go to people for electronic discovery matters that can "get them in the room" at the inception of cases. These steps do not come in any particular order so apply them at will.
The 1st Step: Don't be the at your desk non-social lit support person that attorneys can't tell the difference if you're from lit support, MIS or work in the library. Be proactive at work. Whether you're a manager or a specialist, check with docket and find out what new cases are going on. Project the discovery need and send a note to the associate(s) on the case about your interest. Maybe identify some helpful links about eDiscovery in current events (cases, blogs, opinions) that may be helpful to them. Let them know what your in-house capabilities are and your knowledge on the subject. Assume nothing and expect everything.
The 2nd Step: Go beyond your in-house processing capabilities. So you have a few licenses of Law but what do you really know about load file manipulation? What do you really know about Pre-Discovery processing options that your Law Software can't provide? Instead of talking to sales reps from service providers about where they're going to take you for lunch, talk to the tech people. They're pretty fluent on file manipulation. This may seem a little odd to some but he who can create a load file from scratch in textpad is hands down the stronger lit support go to guy.
The 3rd Step: Don't just read read read...apply apply apply! If you have some down time set up demo's with all the latest software providers out there. Create a memo book about the functionality of each product. Talk about the pro's and cons (be careful here because most providers won't tell you in-depth about their weaknesses). Ask them what platforms do they think are similar to theirs. Take extensive notes and most importantly apply them to your in-house capabilities. See how you can substitute functionality you don't have with functionality you do have.
The 4th Step: Find out which attorneys have had run-ins with eDiscovery good or bad. Speak with them about it. This is a good step because it lets the attorneys know who you are and it lets them know how interested you are in understanding and addressing the strengths and weaknesses of the firm. Figure out ways to address the weaknesses and come up with a strategy (start out small) to educate attorneys a little better. One way to do this is to take a small survey and get about 5 attorneys who would be interested in attending a 45 minute product demonstration. Create an official title for this meeting like "eDiscovery 101 meeting" (keep it catchy) and set it on the firms intranet (this way when the next meeting comes you can call it "the 2nd Monthly eDiscovery 101 Meeting or something that catches other attorneys eyes). Setup a conference room, get the selected vendor to come educate about their product (not sell) and your off to the races. Make sure that you are having providers come to educate not sell and be very upfront about this. After several meetings you will see how educated attorneys and yourself become but most importantly you have established yourself within the firm.
The 5th Step: Be honest. Don't be like the sales reps who pound on you selling you the dream of they can do it all. Be frank with your colleagues and let them know what you can and cant do but the key is making sure that whatever you can't do you can definitely get done. Anyone can offer to buy anything that's out there to get something done so be creative and always remain cost effective. Remember technology is always on the rise and the moment you convince the firm to spend thousands of dollars on one solution a new one that's probably much better will come out a few months later.
The best eDiscovery in-house people are the ones that can get anything done with very little commitment of investment. There are some great inexpensive tools out there. The best way to begin is look at the EDRM chart, start at the beginning and address every phase in its simplest form. Once you can do that you can dig into the more complex angles of each.
I hope this was helpful and if any of you need more insight or help developing your strategy I'm just a phone call away. - Anthony Martinez,President & CEO - Litigation Logic
