Director, Litigation Support Analysts
3 Areas of Focus When Migrating Data to a New Document Review Tool
As the average litigation case, data volumes expand and security concerns grow, managing a legacy review tool is becoming more difficult. Legacy review tools also have limitations in case size and features offered. Still, some fear migrating data from a legacy solution to a hosted one, but with planning and...
4 Hidden Costs of Purchasing a Legacy Document Review Tool
A few months back I wrote about how legacy review tools (Concordance and Summation, for example) can undermine the productivity of a document review. In that post, I argued three points about these “old-school” databases. First, most firms were not prepared for the challenges of data management required to s...
Pre-Review Analysis and its Role in the ECA Workflow
kCura’s recent release of its Relativity 9.4 has effectively refocused the eDiscovery gaze back on early case assessment (ECA). Yet while the attention may be on ECA, there is still some confusion as to what ECA really means. The Difference Between ECA and EDA For some, ECA is a process by...
[Guide] Creating a Strategic Review Plan With Post-Processing Data Analysis
Before you even start review for responsiveness and privilege, devising a plan of attack for the process is imperative. Performing a pre-review analysis may help save you both cost and time - time that can be spent preparing for the case instead. This short guide was designed to...
The Development of Document Review: Why Lawyers Continuously Need to Adapt
In the last five years document review technology has undergone significant growth and development. For some that has meant that review platforms have added “bells and whistles” that add little value or have real world application. For others, the introduction of technologies like, email threading, concept search, clustering and data visua...
How to Care for and Tend to Your SQL-Based eDiscovery Review Platform
This post discusses the maintenance of SQL-based document review platforms by explaining best practices with search indexes, highlight sets, and hard tags. In my last post I gave three reasons why eDiscovery legacy review tools no longer meet the needs of responsible litigators and litigation support teams. Reasons included burgeoning...
5 Steps That Will Rejuvenate Your Document Review Process
This blog was co-authored by Chad Jones and Chuck Kellner. This post explains five steps that will prevent excess review costs, improve overall efficiency, and maintain defensible protocols for a repeatable process. “Hurry up and load the data. The contract attorneys are coming!” Have you heard this before? Maybe you’re the...
3 Reasons Why Your Legacy Document Review Tool is Limiting Productivity
This post explains three areas where legal teams are held back when using outdated review technology; data management, database functionalities and overall reliability of work product. In 2011 LexisNexis published an article arguing that electronic data volumes were doubling every three years. Four years later, a 2015 article in Corporate Counsel magazine...
4 Methods to Help Improve Your Keyword Search Results
This post explains four best practices for developing better functioning keywords: visibility, dictionary access, iteration/testing, and keyword expansion via concept analytics. In 1985, the Blair and Maron study, found that keywords alone identified less than 20 percent of the relevant documents in their test case of roughly 350,000 pages of text. Thirty...
5 Discovery Analytics Workflows for Small Cases
This post depicts five analytics workflows that will reduce, or possibly even eliminate, document review in the typical case under 100,000 records. While it is true predictive coding and technology assisted review are better suited for cases with more than 100,000 document records, there is a common misperception that only large and...
Innovative Analytics Workflow Found the Needle in a Pile of Needles
Case Study: Innovation, a deep understanding of analytics tools, and expert workflow implementation turns a review of 195,000 records into one of 400. What happens if you have a huge collection and suspect that only a tiny fraction of that collection is going to be responsive to the request for production? What...
4 Methods for Applying Analytics to Opposing Party Productions
Learn how to apply analytics to opposing productions and which metadata fields you should request in your stipulation to ensure the best analytics results. Traditional linear review of documents for production is beginning to be replaced by review strategies predicated upon the use of analytics. Specifically, the use of email...
Relativity Fest V Observations: kCura Continues to Push the Envelope
While industry insiders continue to champion the latest Relativity killer, kCura continues to expand its market share by building on its core document review platform. What originally was conceived as a document review tool has now become a legitimate end-to-end eDiscovery suite of software applications. With the recent addition of...
Using Near-Duplication to Dedupe Document Collections Can be Dangerous
In the past 15 to 18 months, we have seen an increasing number of requests to use near-duplicate detection to dedupe whole document collections. These requests usually stem from one of the following four scenarios: Long-running litigation where there is a need to refresh collection Turnover in the legal team resulting in...
3 Benefits of a Simple Document Review Coding Layout
Complicated document review coding palettes not only add time to review, quality control (QC), and production, but can also lead to production errors and coding inconsistency across document families and duplicates.A simplified document review layout will help ensure a speedy review with better consistency and a quicker, more precise...
9 Steps to a More Defensible Email Collection Protocol
Nothing can derail an eDiscovery project like a poorly planned email collection, and one of the most common road blocks we see are searches performed in live email environments pre-collection. There are several issues with performing live searches across email systems including; loss of the opportunity to sample and test...
How to Use Email Threading and Near-Duplication Workflows to Review Less Data
In the last three years, Data Analytics has been one of the hot topics in eDiscovery and Litigation Support circles, but analytics has been around for much longer. Analytics first arrived in the form of Email Threads (ET) and Near-Duplication (ND). Built on textual analysis, ET and ND software compares...
5 Things Every Attorney Should Know about eDiscovery Productions
For almost every eDiscovery document review the end result is a document production, and in most cases the delivery of those productions is based on some deadline. Because they often come at the end of a review and before a looming deadline, productions are all too frequently rushed, frantic, stress-...
About Chad Jones
With over a decade of eDiscovery project management experience, Chad Jones has overseen and directed hundreds of hardcopy and ESI projects. Working with some of the largest corporations and law firms in the country, he has represented a range of industries, including oil and gas, pharmaceutical, and the bio-medical field.
Early on in his career at D4 Chad took on numerous responsibilities including directing the National Services Group and building D4’s Litigation Support team.
Today, Chad is a consultant with D4’s Professional Services Team. As a consultant, Chad shares his experience in workflow design – focusing on best practices – to provide expert guidance to both internal and external clients.
Before joining D4, Chad worked as a project manager and the single point-of-contact liaison between clients and internal operations staff for Pitney Bowes. Then, as a project manager for D4, Chad coordinated all project-related processing activity, including eDiscovery, imaging, OCR, coding, and web hosting. At the same time, he also reviewed deliverables and managed outcomes to ensure all clients received the proper data in the correct formats, on time and on budget.
Chad is a Relativity Certified Expert, Relativity Analytics Specialist, a Relativity Certified Administrator, a Relativity Review Specialist, an Ipro Eclipse Administrator, and a Concordance Certified Professional. He holds a B.A. from Michigan State University and pursued graduate studies at Utah State University.
Recent Articles from Discover More
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CLE Webinar with Lewis Brisbois: How to Do Social Media Collection and Presentation Right
Posted October 26, 2017
Despite Clawback, Defendant’s Reckless Abandon of Rule 502 Bites Back
Posted October 20, 2017
How to Use the eDiscovery PST Export Tool in Office 365 E3
Posted October 12, 2017
Recent eDiscovery Cases for Mobile Phones and Social Media
Posted October 05, 2017
Raising Objections to the Format of ESI Productions: Do it Early and Do it Clearly
Posted September 27, 2017
5 Reasons eDiscovery Alternative Fee Models Make Sense for You
Posted September 22, 2017
Why it's Crucial to Have a Corporate Mobile Device Policy