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Recently, an attorney at Arnold & Porter Kaye Scholer contacted Greg Jordan, the firm's director of discovery operations, with a request. "We need to know what data was loaded and what documents and emails we produced" on a matter that closed in 2008. Jordan was able to locate the matter and produce a report with a full list of produced documents, in minutes, he said — for a case that closed 13 years ago. "That could be my whole presentation right there," he laughed.
Jordan, and his colleague Melissa Weberman, lead attorney and manager of Arnold & Porter's e-data group, were speaking on a panel at Legalweek(year) about the need to move away from email as a project management tool. They recommended a centralized project management platform — akin to a huge, shared, digital whiteboard — where all production requests are entered on a form that meets litigation support needs. The entire matter is tracked, collectively, by attorneys on the matter, together with litigation support staff.
Project and task management tools, such as Lotus Notes to SharePoint, are not new. Yet the convenience and familiarity of email make it the favorite tool of almost every attorney. The disadvantages of email are clear, too. Suppose someone goes on vacation, leaves the firm, or is transferred off a matter to a different case. If email contains the bulk of communication about a matter, bringing a new person up to speed will take time. Email is a silo, the panelists repeated. It is also voluminous, difficult to search globally, and problematic for reporting on historical requests. Deadlines, if set by an email from a partner, can be unrealistic or murky.
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