1. LegalTech Lunch & Learn Feb. 3, 2009

3. Production Pack n’ Go presentation PowerPoint Covers each section Details in notes

4. Second level graphics Identification Processing

6. EDRM XML Schema continues to gain momentum Increased vendor adoption First integrations deployed Many more in validation Clear customer uptake

7. EDRM XML Schema continues to gain momentum Increased vendor adoption First integrations deployed; many more in validation Starting to see inclusion of EDRM XML in vendor certification programs More importantly, clear end-customer uptake is driving vendors to leverage the standard

9. 1.1 Schema details Version 1.1 Schema Available for download & comment Added additional document type “Paper” Minor modifications to several field types to improve flexibility Version 1.1 Compliance data set Update in process Validates ability to properly read/process an EDRM load file Includes TIF/Text example

11. Metrics What it is An effective means of measuring time, money & volumes associated with e-discovery Completed Metrics Schema – a flexible code structure covering EDRM lifecycle In progress Metrics Guide Adoption tools Glossary

12. Metrics Schema

13. Mission To evaluate & define acceptable boundaries of ethical business practices within the e-discovery service industry To issue aspirational guidelines intended to serve as a basis for ethical decision-making by all participants in the e-discovery process

14. Structure the Code Seven topics are broken into associated Principle & Corollary statements, Best Practices, Examples and Discussion Sections Principles focus on the duties of a Service Provider Corollaries focus on the related duties of a Client Best Practices define recommended guidelines for ethical decision-making Examples provide hypothetical scenarios for real-world implementation of Best Practices Discussion provide commentary on Best Practices

15. The Seven Topics Professionalism Engagement Conflicts of Interest Sound Process Cooperation & Communication Confidentiality Dispute Resolution

16. Current Activities Team members have volunteered to work on specific Principles & the associated Corollaries, Best Practices, Example & Discussion sections Team members draft, post, comment on others, and then revise the applicable sections Model Code of Conduct is due to be presented to an EDRM general session in May 2009 for review & possible ratification by participant organizations

18. Project Description Goal To provide a framework for defining & managing various aspects of Search as applied to e-discovery workflow Detailed Document EDRM Search Project Description.pdf Comments Bulletin board: http://edrm.net/bb/viewforum.php?f=79 Email: [email_address]

19. Group Membership 28 members 69 members

20. What Problem Are We Solving? Searching is a hard, complex task Make it simpler with tools, documents, etc. Raise awareness of various aspects of search Searches are used everywhere Document the roles in search in each e-discovery stage Minimize errors, costs & legal sanctions connected with e-discovery searches

21. Deliverables Document various aspects & issues related to e-discovery search Provide tools & technologies to facilitate clarity in e-discovery search process Educate e-discovery community about e-discovery search

23. Next Steps Documentation Sub-Group Review & finalize EDRM Search Guide Technology Sub-Group Search XML specifications Validation tools Education & Outreach programs

24. Why is a Data Set Important Functionality Testing E-Discovery and Migration Prototyping and Smoke Testing Scalability Testing Low High Fewer More Volume File Types Challenge Difficult-to-find files Internal validation Functionality Scalability Public validation Ability to compare performance Publish benchmarks

25. Project Goals Collect data Large in size Diverse in content Free to use Classify data Ensure easy use Provide data Identify delivery methods To support Development Evaluation Benchmarking

26. Data Gathering http://edrm.net/dataset Problem Not a lot of publically available data Solution Outreach to e-discovery & related organizations Partnerships

27. Data Classification Problem Are you covering enough? What do numbers mean? What about multiple versions of the same file? Solution Reference classification for development, RFIs, etc. Vendor Support Vendor A 1,000+ file types Vendor B 400+ file types Vendor C 330+ file types Website A 13,000+ file types Challenges Embedded Files Nested Files (ZIPs within ZIPs) Windows IRM Password protection

28. Status 2008-2009 activities New EDRM 2008-2009 project Examined may possible data sources Launching data gathering website Created initial classification lists Ongoing goals Collect, classify & provide data Attract more working group members