Demandbase Connect

White Papers


This paper, written by forensics expert and attorney Aaron Cronan, Esq., examines the legal defensibility of employing Exterro Fusion® as the primary enterprise electronic discovery tool. The focus of the review is on the tools that enable Fusion’s search and retrieval of potentially responsive electronically stored information (ESI) across the enterprise network. Specifically examined are [...]


A company’s e-discovery process is only as strong as it is defensible. The biggest challenge lies in figuring out where to begin. This white paper explores the important themes that figured prominently in case rulings in 2011 and provides helpful tips for addressing e-discovery challenges in 2012. Specific areas explored include litigation hold management, document [...]


During litigation, nothing is sacred, and no stone will remained unturned in the hunt for responsive data — and that includes social media data. With social media here to stay — and growing in popularity every day — the question needs to change from “How do we avoid these sites?” to “How can we manage [...]


One of the biggest decisions legal teams have to make is how and where to run legal applications and solutions. Fortunately, there are multiple choices that lower costs and increase business agility, including traditional on-site deployment, server virtualization, internal clouds, external private clouds and public clouds.


The primary drive toward a more efficient electronic discovery process boils down to a concern for the bottom line: Costs skyrocket as e-discovery drags on, or if early stages of the electronic discovery reference model (EDRM) are mishandled. An IT IT professional’s time is stretched thin and they may not be available to assist attorneys [...]


In this Peer-to-Peer article, learn about a day in the life of Lynette Stocker, e-discovery manager at Supervalu. Stocker and her team use Exterro Fusion for legal holds and collection management. Stocker lists the skills that are needed to succeed as an e-discovery manager and explains how technology, like Exterro Fusion software, helps to streamline [...]


The critical elements of a successful legal-hold strategy include broad-based management, transparent technological infrastructure and cross-departmental collaboration. Here are five steps to consider for organizations to improve their legal-hold process.


Smart litigators know that electronic discovery is at least as much about controlling the process as it is about practicing the art of law. Using the e-discovery project management framework outlined in this paper, e-discovery practitioners will learn how to gain control over the chaos of e-discovery, cutting litigation costs and controlling the bottom line. [...]


For attorneys and law firms considering using a cloud-based legal solution, a specific ethics decision from a state bar association has been a long time coming. North Carolina tackled legal SaaS head-on when it issued “Proposed 2010 Formal Ethics Opinion 7: Subscribing to Software as a Service While Fulfilling the Duties of Confidentiality and Preservation [...]


Halting document destruction requires knowledge of where the relevant documents reside; something to which many corporate legal departments don’t have ready and current access. Failure to follow protocol regarding information updating, and its inability to map its laptops to specific custodians, or employees, building a comprehensive data map and litigation readiness plan that ties the [...]


The current regulatory environment calls for in­creased diligence when it comes to legal holds. Simply sending an email notifi­cation is no longer enough, and the courts will show no mercy for companies that can’t “show their work.” Judge Scheindlin’s Pension Committee decision illus­trates perfectly that the courts will no longer tolerate inadvertent destruction. Legal teams [...]


Businesses and law firms today need to find ways to meet ever-increasing client demands and complex legal requirements with ever-scarcer resources, and Fusion Cloud Legal Hold makes it possible to bring the power of legal hold to any enterprise, through any law firm.


Juggling three responsibilities—governance, risk mitigation, and compliance—can pose a daunting task for any in-house lawyer. To make matters worse, rising costs associated with fulfilling these responsibilities have recently fallen under the scrutiny of the CFO. In-house counsel is now charged with proving effective performance on a budget without creating monumental costs to the enterprise


If your company was served with a discovery request tomorrow, would you be able to immediately comply with that request? Would you be confident that you could locate all of the relevant data in a timely manner and deliver it for litigation? Rule 26(a) states that initial meet and confer disclosures must include relevant data [...]


The critical elements of a successful legal-hold strategy include broad-based management, transparent technological infrastructure and cross-departmental collaboration. Here are five steps to consider for organizations to improve their legal-hold process.


“By now it should be abundantly clear that the duty to preserve means what it says and that a failure to preserve records … and to search in the right places for those records will inevitably result in the spoliation of evidence.” — Judge Scheindlin


As companies struggle to anticipate the coming reach of new initiatives, progressive general counsels and audit committees are taking no chances: where potential improvements in corporate governance or operations are spotted, they are immediately pursued.


While legal departments’ role in corporate risk management has traditionally been relegated to very specific areas of legal risks such as contractual, regulatory, and employment risks, today’s dynamic corporate world requires innovative legal departments to take on an expanded, proactive role. Learn how to build your organizational risk management plan, and how to avoid common [...]


If a company can demonstrate good faith, foresight, and prudence by adopting a reasonable document retention and preservation plan long before litigation commences and then following that plan when litigation ensues, the chances of spoliation sanctions will be significantly reduced. To that end, Exterro: Fusion Legal Hold Management provides corporations with integrated, repeatable, and defensible [...]