ACEDS West Coast Summit October 21, 2014 - San Francisco CARVING OUT YOUR PERSONAL E-DISCOVERY NICHE
ACEDS West Coast Summit
October 21, 2014 - San Francisco
CARVING OUT YOUR
PERSONAL E-DISCOVERY
NICHE
Director at Paralegal
Boot Camp (Atlanta)
Ann Pearson
President at TRU Staffing
Partners (New York)
Jared Coseglia
eDiscovery Product Marketing
at Recommind (San Francisco)
Hal Marcus (Moderator)
Director of Practice Support
at Holland & Hart LLP (Denver)
Michael Boggs
MEET THE PANELISTS
Why seek a career path in eDiscovery?
What types of roles exist?
How can you obtain the skills?
How do you build an effective resume?
How can you network effectively?
I
II
III
IV
V
AGENDA
I. WHY SEEK A CAREER PATH IN E-DISCOVERY?
E-DISCOVERY
MARKET OVERVIEW
1.49
2.78
4.04
7.03
2013 2017
+14.9%
SaaS
On Premise
Review
Collection
Processing
+16.7%
Services
Software
$5.53B
$9.81B
73%
8%
19%
*Sources for eDiscovery market sizing estimations include but are not limited to:
•Gartner, Inc. “Magic Quadrant for E-Discovery Software.” Debra Logan, Alan Dayley, Sheila Childs. June 10, 2013.
•The Radicati Group. “eDiscovery Market, 2012-2016.” Sara Radicati, Todd Yamasaki. October 2012.
•Transparency Market Research. “World e-Discovery Software & Service Market Study.” August 2012.
•Rand Institute For Civil Justice. “Where the Money Goes: Understanding Litigant Expenditures for Producing Electronic Discovery.” Nicolas Pace and Laura Zakaras. April 2012.
•IDC “MarketScape: Worldwide Standalone Early Case Assessment Applications Vendor Analysis.” Vivian Tero. September 19, 2011.
•Industry Observer Estimations (Multiple Observers)
20%
80%
Market Size ($B)
WHERE THE MONEY IS SPENT
92% of
$7B
in 2017
INFORMATION
MANAGEMENTIDENTIFICATION
PRESERVATION
COLLECTION
REVIEW
PROCESSING
ANALYSIS
PRODUCTION PRESENTATION
II. WHAT TYPES
OF ROLES
EXIST?
Position Types – Then
o Analyst (Specialist)
o Director
o Manager
o eDiscovery Technician
o Forensics Technician
o Courtroom Technician
o Business Development
Position Types – Nowo Analyst
o Specialist
o Coordinator
o Project Manager
o Consultant
o Discovery Management
o Forensics
o Trial
o Manager
o Director
o Information Governance or Privacy Professional
o Business Development/Sales Solution Engineer
JOB OPPORTUNITIES & ROLES - THEN &
NOW*
*List does not contemplate computer services personnel
THOUGHTS ON COMPENSATION
One step over, two
steps forward…
Billable/Non
Billable & Hour
Requirement
Exempt vs. Non-
Exempt321
Legal professional with an IT
background1
2
3
IT professional with legal
experience
Legal professional with interest in IT or
IT professional with no legal
IDEAL SKILL SETS
Which side of the database are you on?
Aptitude vs. Interest
SKILL SETS
SKILL SETS & SKILL ENHANCEMENT
o Computer Skills
o Database
o Excel
o Load file manipulation
o Hardware
o Servers & Networking
o Application Certifications
o Know the review platforms as both an end user; AND
o As a technician.
o Consultancy
o Communication skills
o Industry experience
III. HOW CAN YOU
OBTAIN THE
SKILLS?
CAREER PATHWAYS
Least advisory
Most advisory
H
and
s-o
n T
ech
nic
al
O
pe
ration
al/Ad
min
istrative
more
more
less
less
Computer Science Major
Legal IT Professional
Attorney
Paralegal
Entry Level Processing or Hosting Analyst
Software Developer
Operations Manager E-Discovery Project Manager
Legal Technology Sales Professional
Lit Support Analyst (firm)
Document Review Attorney
Processing
Lit Support Manager (firm)
Discovery Team Lead
Consultant Partner/Director
Sales Engineer/Legal Solutions Advisor Client Services Manager
Candidate’s Name: No experience Some experience Regular experience Expert level
Creating and managing review batches?
Creating and running searches?
Managing fields/tags?
Managing review workflows?
Creating and maintaining customized view templates?
Assisting case teams with questions relating to review or review interface?
Communicating with vendors regarding review and production requirements and work flows?
Creating saved search templates for production preparation, QC, and conflict checking?
Generating reports/charts based on case team requirements?
Configuring and applying tagging and syntax highlighting?
Installing and configuring client software on users' computers?
Configuring and maintaining user accounts?
Configuring and maintaining coding layouts?
Running productions and exporting data?
Configuring analytics indices for document Categorization and Assisted Review?
Planning and implementing Assisted Review work flows
Loading field metadata, images, and native documents into workspaces for case team review?
Manipulating/modifying existing data using SQL queries?
Participating in planning transition of workflows and departmental procedures to review platforms?
CHARTING EXPERTISE
Required Skills and Experience:
• Bachelors degree or three or more years of work experience in the field of electronic
discovery
• Three or more years of experience with electronic discovery for litigation/investigations
gained in a law firm, vendor or corporation
• Hands-on work experience with and knowledge of AccessData eDiscovery software or
comparable electronic discovery software
• Ability to maintain confidentiality
• Excellent interpersonal skills and customer service skills
• Ability to manage multiple tasks and meet deadlines
• Strong problem-solving skills
START WITH A JOB SEARCH
Desired Skills:
• Prior work experience with AccessData eDiscovery, Forensic Toolkit (FTK) and
Summation
• Strong project management skills
• Experience in establishing and managing efficient, effective work flows for electronic
discovery
• Experience staying current on changes in technology used for electronic discovery
and providing periodic training on electronic discovery topics to others
• Prior work experience with computer-assisted review, also known as technology-
assisted review; Relativity certification preferred
START WITH A JOB SEARCH (CONT’D)
TURN IT INTO
YOUR “TO-DO
LIST”
Bachelor’s degree
3 years experience
CEDS Certification
Access Database or comparable: accessdata.com
Project Mgt Skills: PMI Certification?
Relativity: Certification?
PRIORITIZE BASED ON ROI
IV. HOW DO YOU BUILD AN EFFECTIVE RESUME?
• Email address• Cell phone
only• LinkedIn
profile
Lists, not paragraphs• No fancy fonts or embedded images
• Ready for import
No header or footer
Word vs. PDF
The One Page Myth
STANDARD RESUME: CONTACT INFO AND
FORMATTING
• First Impression• Summary of skill,
not an “objective”• The only paragraph• Show off your
writing skills• What makes you
unique?
GOOD EXAMPLE: “Driven and successful electronic discovery expert with over six years’ experience managing the e-discovery technology strategy and operations for AmLaw Top 50 law firms and Fortune 100 companies. Extensive management experience providing supervision and consultation on all types of e-discovery projects with varying degrees of size and scope. Strong working relationships with industry leading software vendors and service providers. Able to drive top line revenue or reduce cost and mitigate risk associated with e-discovery services, software, and compliance.”
BAD EXAMPLE: “Seasoned sales professional seeking sales leadership position.”
“Litigation support consultant seeking management role at major law firm.”
SUMMARY OF QUALIFICATIONS
Top: Technologist Primarily
Bottom: Primarily PM/Consultant
• Distinguish exposure from expertise• Qualify usage• Don’t be shy, but don’t embellish
• Programming Languages: Yes
• Hobbies: No
TECHNICAL PROFICIENCIES
• Company• Title• Location• Dates (to the month)• Experience
Start with current job and work backwards
If through an agency, say so
WORK HISTORY
FUNNEL 1
EDRM LifecycleSubpoena to Trial
FUNNEL 2
ExperienceBroad to Narrow
FUNNEL 3
MetricsSize and Scope
FUNNEL 4
MilestonesCases, Promotions,
Evolutions
ORGANIZE IN THE FOUR FUNNELS
o The Arm’s Length test
o Focus on relevant experience
o Don’t copy/paste
o Proofread – 6 eyes rule
o No contract clumping
o A lie is always worse than the horrible truth
FINAL RESUME THOUGHTS
V. HOW CAN YOU NETWORK EFFECTIVELY?
o There are 300 million users on LinkedIn (2 new users per
second). [DMR, Craig Smith]
o 73% of 18-34 year olds found their last job through a social
network. [Aberdeen Group]
o 98% of all recruiters and 85% of all hiring managers use
LinkedIn to find candidates. [Forbes, Laura Shin]
SOME NUMBERS
Professional profile picture
Headliner is what you do, not your title
Use your resume as a starting point
Keywords for skills, not job description
Simple rules of online etiquette
Join groups to increase your network
Don’t treat it like a private country club
LINKEDIN CHECKLIST TO SUCCESS
NETWORKING FOR
SUCCESS
QUESTIONS AND
ANSWERS…
ACEDS West Coast Summit
October 21, 2014 - San Francisco
THANKS FOR
ATTENDING!
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