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Case/Matter Management

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is a party to an Apple Computer matter and suggest that Jobs be added as a party to the matter, aiding the analyst in the research phase of the process. With this approach, a broader set of data sources can be incorporated within the conflicts review. Also important is the ability to utilize a variety of public data sources during the conflicts process. A meaning- based system can identify those matters where parties are mentioned in documents and e-mail messages within the firm, thereby increasing the accuracy of the conflicts search. ORGANIZING THE MATTER Once a matter is established, most firms create a set of physical folders and a set of virtual folders for organizing the content, relying on the fee earners and their support staff to file content (documents + e-mail) according to firm policy. Meaning-based systems provide needed automation to assist in the organization of the matter content, enabling lawyers and their staff to comply with the ethical duty to preserve the client file according to ABA Model Rules 1.15(d) and 1.16(d). A meaning-based system can review the content transparency and automatic categorization. Meaning is being leveraged in these systems to offer advanced e-mail thread management, eliminating the need to have the attorneys file each and every e-mail message. Understanding the meaning and context of content as it is ingested in the system can save hours of time when entire batches of documents are delivered to the firm, such as during a discovery inquiry. “According to Gartner, more than 80 percent of electronic data today is unstructured, and the amount of unstructured data is doubling each month.” LEVERAGING MATTER CONTENT Search is a core capability required by lawyers to help locate relevant information, leverage past work product, understand activity occurring in a matter, provide timely and accurate responses to clients and enable e-discovery processes. An effective search engine must work with all data types and sources, including rich media files, and must enable lawyers to intelligently navigate large result sets to quickly find information and relevant resources. Meaning-based systems advance the bar in of the document or e-mail message and offer suggestions as to where to file it within the document or records management system. Meaning-based systems become smarter as the users interact with them, learning from previous actions to better predict or suggest where new content belongs, increasing the 8 Case/Matter Management ILTA White Paper researching and leveraging content, extending far beyond traditional methods such as keyword searches, which simply allow users to find and retrieve data. Keyword search engines, for example, cannot comprehend the meaning of information, so they only find documents in which a specific word or phrase occurs. Unfortunately, this means that other relevant documents that discuss the same idea are often overlooked and that many irrelevant documents are

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