Fri. Dec 2nd, 2022

    Executive Summary

    Welcome to Andrew Haslam buyer’s guide to litigation support (or eDisclosure/ Discovery) systems. As with previous editions, this version has been released in Spring to ensure that the latest information from the LegalTech exhibition in New York has been incorporated.

    The target audience for the Guide are those individuals who understand they have a requirement, but do not know how to proceed with the next steps. It is assumed that people within organisations that have a litigation support function, will turn to them in the first instance for advice, but might use this document as a primer on what is available.

    Possible readers of the Guide are end users of these systems, be they lawyers, barristers, in-house counsel, or IT departments. The Guide does not purport to identify the “best” software or supplier in the marketplace, but instead aims to supply information to allow users to arrive at a shortlist of potential vendors, with a procurement exercise being the next logical step.

    The Guide is based on Andrew Haslam’s general experience in the marketplace, also drawing from a number of vendor procurement exercises. The information on firms and software tools has been provided by the organisations themselves, albeit moderated by the author.

    The remainder of the Guide contains a background to the marketplace, looking in more detail at the scope of the document and potential users, and an overview of the EDRM model. A Chapter on the technology areas provides a more detailed examination of the processes that underpin the EDRM schematic, followed by an in-depth survey of the marketplace, the vendors, current issues and potential problems.

    A procurement Chapter provides the “meat” of the document with example requirements for scanning, coding, data collection and litigation support services. There is a reference Chapter for additional links to other useful sites and then the specific details of suppliers and software.

    Andrew is currently employed as the UK eDisclosure Project Manager for Squire Patton Boggs (UK) LLP, all opinion within the Guide is Andrew’s personal viewpoint and does not represent any views, opinions or strategies of Squire Patton Boggs.

    The purpose of this introductory section (Guide Introduction) is to take the reader through the process of eDisclosure, starting with a definition of what it means, and what it does not mean, and then progressing (by means of an industry-standard model) through the various stages of the procedure. This section includes a more advanced article on the specific area of Computer Assisted Review or CAR, but this can be skipped until required.

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