Read our fact sheets to learn more about who Page One is as a company and our technology offerings. Several of our white papers are an extension of our Learning Starts at Page One initiative.
Our case studies provide insight into some of our client successes and highlight our innovative problem solving skills.
Page One hosted our second annual Virtual One Conference on June 23-24, 2021. We created this event to bring everyone the ability to continue their learning experiences from home.
We featured industry experts speaking on topics such as diversity, trademark infringement, virtual litigation, data forensics, eDiscovery, and more.
Are you or your firm looking for free CLE credit opportunities?
We can offer in-person or online hour-long CLE credits.
Contact us for more information.
Artificial intelligence, machine learning, and automation are drastically changing the way law firms and Corporate Counsel perform document reviews. However, some industries and practices are slower than others to adopt eDiscovery tools in their projects. At a recent discussion, Page One’s Jill Ragan, Esq., Senior Community Enablement Specialist at Relativity, sat down with a panel of thought leaders to talk about the impact of Relativity’s analytics tools in healthcare litigation, and how those tools can help overcome the industry’s unique challenge to produce better outcomes.
Joining the discussion were Russell Taber, author of Electronic Discovery in Tennessee: Rules, Case Law and Distinctions and adjunct professor at several local law schools including Nashville School of Law; Rich Moore, eDiscovery Manager at Envision Healthcare; and Andrew Milauskas, VP of eDiscovery at Page One, who shared his viewpoint of RelativityOne use cases and benefits from a vendor perspective.
The panel kicked off with a discussion of what makes healthcare matters different when it comes to litigation. Primarily, healthcare matters generally involve incredible amounts of Personal Health Information (PHI) and Personal Identifiable Information (PII), which patients usually don’t wish to have released to other parties. As Rich Moore said, “Healthcare cases have large amounts of PHI associated with them that have to be scrubbed before producing data. You have to be really aware that you’re representing patients.”
In addition to HIPAA compliance and protective orders, there are other things that are unique to the industry such as physician contract negotiations, which bring their own level of complexity to the discovery process.
Here’s a breakdown of the 5 key takeaways that came from the panel’s discussion on the impact of Relativity’s eDiscovery tools in healthcare, and the challenges that are still ahead.
The panel jumped into a discussion of the time and cost-saving benefits of using RelativityOne in healthcare. As Jill Ragan put it, “[Analytics] can streamline and optimize your review process by helping you organize data, prioritize reviews, and work faster and more accurately.”
Essentially, Analytics gets to the key evidence of your case without having to manually review thousands of documents. To illustrate her point, Ragan gave a quick overview of some of the most productive eDiscovery tools for saving time:
Email threading organizes email chains to reduce the amount of data you need to review, allowing users to search and retrieve unique content without having to review entire chains of emails across multiple documents.
Active learning serves as a sort of technology-assistance review (TAR) 2.0 in which the models continually learn based on the reviewers’ decisions, ranking documents and helping prioritize reviews so teams can get through documents faster.
Conceptual searching allows users to perform searches based on related themes, pulling similar documents containing relevant content.
Communication analysis is a visualization tool that helps identify who’s speaking to whom, establishing the context of the documents being reviewed.
Automated and AI-powered tools like these save time by highlighting relevant information and providing contextual insight that manual document review might not catch. Looking ahead, tools like sentiment analysis will become even more useful at detecting the emotional context of documents, allowing teams to dig even deeper into the ideas that are important to their case.
Aside from eDiscovery tools, protective orders can also help expedite the discovery of information. Usually in a case involving healthcare, there are references to HIPAA and High-Tech to comply with, which poses a question to the reviewer—is that enough protection for the case and the client’s comfort, or should we find all the PHI and redact certain portions (or even all of it)? Depending on the data size, the second choice can quickly escalate expenses and protract timelines. Protective orders go a long way when handling sensitive information in review so teams can keep certain information confidential while complying with the applicable laws.
2. Reducing data volume is key
The sheer volume of data and PHI poses a significant challenge to reviewers. “Going through these documents and redacting them can be really time intensive, and it can require a lot of people,” Ragan pointed out.
Analytics tools not only help identify what’s relevant, but they also help weed out the data that doesn’t need to be reviewed. “If you’re using your Analytics tools and reducing the volume of data that you need to look through and redact, those can certainly help speed up the case, save time and money, and get you through your projects much quicker,” Ragan said.
Moore jumped in to add his perspective from the healthcare field. At Envision Healthcare, they encourage in-house and outside counsel to use analytics to reduce data volume. They also rely on Page One and their team to get Envision Healthcare’s data reductions down.
“The data goes into an ECA workspace, we run terms, and then produce. It’s really reduced that initial data drop down to a manageable level so you can find the relevant information you need for outside counsel,” Moore said. “Most of my job is on the left side of the EDRM, the information governance, identification, preservation, and collection of the data the attorneys need. When all of that is done, we kick off our cases with these outside counsels and provide guidelines, and we strongly encourage the use of ECA workspaces, crafting strong terms, date filters, anything to reduce the initial set of data. For now, it’s more of a bullet point list, but we are working on making it a more comprehensive play book.”
3. The eDiscovery landscape has evolved
Taber shared his unique perspective on the changes he’s seen in eDiscovery. In fact, he’d appeared in that same panel discussion room years ago to discuss the same topic, but with a different purpose. Back then, he was involved in a local think tank called the Prometheus Project, whose mission was to improve the way Nashville lawyers practice eDiscovery. They drafted a proposal for the Middle District of Tennessee Federal Court to improve the default standard. “At the time we had a default standard on eDiscovery that was based on a standard out of Delaware that the State had long since thrown aside,” Taber recalled. The old standard was focused on coercing parties to cooperate and work through issues—and it wasn’t working.
The Prometheus Project created a proposal that focused more on proportionality and reasonableness. The Court largely adopted the proposal in 2018. It’s an improvement from the old standard, but there are still challenges, including how to educate judges on complex eDiscovery issues. Many judges are inclined to allow discovery if it’s requested unless there’s a compelling case of burden or irrelevance.
Still, education and adoption of AI and machine learning in the legal community have grown over the last several years. Taber recalled an example from many years ago when he was working as local counsel for a large firm in another city. The case was huge and involved millions of documents—posing an opportunity to leverage TAR and save money. When this was suggested to the other firm, however, the idea was overruled, as the technology was new at the time and the law for its use less settled. In retrospect, this could have been a missed opportunity. “When you’ve got 40 different lawyers reviewing documents, you can get inconsistent decisions, spend a bunch of money, and it’s harder to be nimble if a judge rules on a disputed discovery issue,” he said. “Then all of a sudden you’ve got to change your coding on some categories of documents, and it’s harder to do that without technology-assisted review.” That was a while back. Now, it appears that many large firms use TAR and clustering in almost every large ESI case—but those tools are still somewhat less accepted in more run-of-the-mill cases.
4. Clients need help understanding eDiscovery tools
Those new to eDiscovery aren’t always familiar with the latest technology or how analytics tools can help. They may have some uncertainty or discomfort when it comes to using modern tools like AI and machine learning, which are still novel to many. Using these tools becomes even more problematic when sensitive personal information is involved, as with healthcare.
In these cases, it’s important to educate clients about how eDiscovery tools work and what the benefits are. Milauskas described how Page One helps clients get comfortable using RelativityOne on their cases, saying, “We handle everything as far as building new templates, workflows, and automation. All of that has to be ready at a client’s fingertips—at the drop of a dime—because they’ll throw a question out and you’ll need an immediate response.”
Together, Moore and Milauskas began referring to these culminations of automations and workflows as their “intel reports.” They package these reports and send them to outside counsel so they can better understand the kind of data they’re dealing with, how much data there is, who the custodians are, etc. Building out these playbooks helps kick off cases with outside counsel, giving them an organized framework for approaching document review.
Of course, data needs can change during the document review process. To help teams mitigate against surprises, Milauskas shared a suggestion: “We started running active learning behind the scenes—just sitting in the background—so if a timeline changes on a matter where you need to expedite, you can use the coding you’ve already applied on the remainder of the dataset and push forward from that standpoint.”
Explaining the available features in RelativityOne helps clients clearly comprehend the functionality and benefits of using those tools. But when it comes to people who are still resistant to using eDiscovery technology, Ragan suggested that it helps to put the numbers right in front of them so they can see the time savings and cost benefits. To do that, she also suggests using active learning.
“We strongly recommend running active learning in the background and then showing it to clients so they can see the savings that they could have had,” she explained. When she used to manage projects, Ragan found that legal teams and attorneys sometimes had trouble wrapping their heads around how the technology worked. When she provided the numbers, it went a long way towards moving forward in the technology space.
On the other end of the spectrum, some teams have no problem using technology-assisted review—but they might struggle with using it in a way that benefits the clients. For that reason, Moore explains the importance of setting down “railroad tracks” that helps outside counsel adhere to best practices. As Moore said, “Most of them are very good about it—but sometimes you have to interject if you see them spinning up a 100,000-document review with associates. That might not be the most useful spend of our money.”
5. Analytics provide a significant head start
When it comes to leveraging Analytics, the ultimate goal is to save time, money, and other resources. Anything you can do to cut down the amount of data and documents for review will help drive the cost down.
To illustrate how Analytics can help achieve that goal, Ragan pointed to reusable models, which are featured within Relativity’s active learning tools.
“If you have, say, a lot of healthcare matters where you have a lot of the same issues, you can take an active learning project that you’ve done, export the information that determined relevance into a new active learning project workspace, and it will help rank the documents in your new project,” she said.
As Ragan described the reusable models feature, it’s a way to take the analytical information from an existing project and import it into a new one. Starting the review process with ranked, prioritized documents provides a significant head start that saves more time and money than if the project had started from nothing.
Milauskas added that Page One has developed their own reusable data and work product application called CodeBank to make it faster and more convenient to locate privileged documents when setting up matters for clients. It works by taking the tags in a workspace’s privilege field and pushing them to a master database. When it comes time to spin up a new matter, CodeBank can pull those results back down into the fresh privilege field. By using this app, organizations not only save time, they also don’t have to worry about missing important documents due to less efficient manual searches.
Another approach to consider at the beginning of the project involves search terms. Taber explained that he often likes to attempt to reach agreement on search terms on the front end. But there may be discussions with the requesting party’s counsel who request very broad terms that could return enormous amounts of irrelevant documents. In those cases, you have a choice: do you litigate the issue in front of the judge and run the risk of irritating the judge? Or do you agree to the terms and accept that you’ll be handling huge volumes of data? Either choice can involve considerable expense. Given the expense of litigating and particular case deadlines, it can sometimes be more effective to agree to the search terms and use TAR. While hosting and running more documents from a broad search isn’t ideal, it can sometimes be more advantageous than trying to litigate for narrower search terms that would reduce your dataset.
More about Page One and Relativity. More Powerful Together.™
At Page One, we help clients leverage RelativityOne and Relativity Server to accelerate their document review process and protect confidential information. Learn more about how Page One can upgrade your eDiscovery and Document Review experience.
Nashville – December, 2021 – Page One, Nashville-based eDiscovery services provider, has earned its RelativityOne Data Migration Competency. Through this Competency, Relativity acknowledges that Page One has exhibited an enhanced level of proficiency in data migration services.
With the Data Migration Competency, Page One has demonstrated their knowledge of RelativityOne best practices for data migration and has proven customer satisfaction with data migration work. Partners with this Competency provide expanded or enhanced offerings of value for data migrations, including but not limited to customized workflows or applications.
Page One’s experience in transitioning data from diverse platforms into RelativityOne enables a seamless transition for its clients. Page One brings knowledge, resources, and experience that can help accelerate clients’ timelines and provide peace of mind.
“We are thrilled to award Page One with RelativityOne Data Migration Competency,” said James Zinn, Director of Commercial Partnerships at Relativity. “Page One has continued to demonstrate an ongoing commitment to adding value to their clients and we are excited to see their hard work recognized through this award.”
In addition to passing a complex scenario exercise on data migration, to achieve the RelativityOne Data Migration Competency, partners must provide Relativity at least four unique client references and be a published thought leader in the solution area.
For more about Page One’s Data Migration Competency visit pageonelegal.com/relativityonepartner/ or read the case study here.
About Relativity
Relativity makes software to help users organize data, discover the truth and act on it. Its SaaS product RelativityOne manages large volumes of data and quickly identifies key issues during litigation and internal investigations. The AI-powered communication surveillance product, Relativity Trace proactively detects regulatory misconduct like insider trading, collusion and other non-compliant behavior. Relativity has more than 300,000 users in 49 countries serving thousands of organizations globally primarily in legal, financial services and government sectors, including the U.S. Department of Justice and 198 of the Am Law 200. Relativity has been named one of Chicago’s Top Workplaces by the Chicago Tribune for 10 consecutive years. Please contact Relativity at sales@relativity.com or visit http://www.relativity.com for more information.
For Frank, joining the Page One team seemed like a natural choice. With a life spent in service to others, he saw this opportunity as the next step in his journey.
Frank first came to eDiscovery in the early 2000s when many in the general public had never heard of the term. He was fascinated by what could be achieved by leveraging technology in the legal space. He found that his methodic, logical approach served him well in the field.
Life, however, is not a straight path and he would find himself working in healthcare, where his patience and his caring allowed him to be a constant advocate for his clients. During that time, his mother was diagnosed with stage IV cancer. This created immeasurable challenges personally, but it also helped foster his appreciation for doing good in the world. He focused on those who were there for him, not just personally but professionally. He saw how they helped others with challenges, and he incorporated that into his outlook.
When he met the team at Page One and learned about the community involvement and pro bono work the team was doing, it spoke to him. He knew that when you had a team who wanted to change the world in a positive way with a company that supported them, that the stars were the limit. He could feel that magic.
Frank holds a BA in Organizational Management from Nyack College and an MBA from Keller Graduate School of Management. Born in Connecticut, he’s currently a resident of Lansing, Michigan by way of Philadelphia, Pennsylvania.
Reach out to Frank! Send him an email at Frank@PageOneLegal.com or connect with him on LinkedIn. He’s excited to hear what our customers love about working with us and how we can continue to improve your customer experience.
Frank recently joined COO Andrew Kent on our 15 on the 15th webinar series to discuss employee engagement and our experience at Relativity Fest. You can view the webinar here.
It’s a statement that you’ll hear made across almost all industries. Why are we best? Because we have the best people. But what does that mean? How do you quantify that? At Page One, we say something more meaningful, “We have the most engaged team.”
Engagement is the foundation of caring. It’s helping your team to take as much pride in their work as possible. Those people with high engagement perform the best and care the most about quality. This past week at Relativity Fest, we were able to discuss one of the ways that we make sure our team is fully engaged, pro bono work.
When Relativity’s Justice for Change program came out, they knew Page One wanted to be a part of it. We had been looking for ways to make an impact through pro bono work for social justice. It was something discussed by our team as being important to them, and we wanted to help fulfill that desire. From the start, Page One has been championing the program.
Page One has taken on more matters than any other participants and plan to continue our strong push into the new year. We have also been banging the drum, trying to get their message out for other companies to join.
Chief Operating Officer, Andrew Kent, explained at the importance of pro bono work to the Relativity Fest audience, “When people feel that power, that power of making a difference of being important, of being fully engaged, they do the highest quality work possible. We all know the saying ‘culture eats strategy for breakfast.’ It’s empowering our culture.”
Regarding participation in the program, he commented, “The best thing about trying to make the world a better place is that there are infinite possibilities. We’re not afraid of other groups coming in and taking a piece. We welcome them to the table.”
When you hear a company tell you they have the best people, ask them about their employee engagement. Ask for specific ways they ensure their team is participating with the highest level of engagement. That’s how you find the best personal quality of teams.
If you have any questions or want to hear more about our experience with Relativity’s Justice for Change, please reach out to us at solutions@pageonelegal.com.
Nashville – September 28, 2021 – Page One, eDiscovery services provider, today announced it has become a RelativityOne Services Partner as a result of demonstrated success and expertise helping customers migrate to, implement and use Relativity’s SaaS solutions to realize their desired business outcomes.
Page One’s experience in transitioning data from diverse platforms into RelativityOne enables a seamless transition for its clients. Page One’s cutting-edge technology, proven workflows, as well as wealth of experience, allows for a customizable approach to meet its clients’ needs.
The RelativityOne Services Partner Program is a designation awarded to Relativity partners that provide services to clients who have their own RelativityOne subscription. As a RelativityOne Services Partner, Page One helps clients accelerate results and maximize the value of their subscription. Working with a RelativityOne Services Partner helps clients drive adoption, accelerate time to value, improve outcomes and enhance user experience with RelativityOne. Clients of Page One are also able to leverage proprietary solutions, workflows and scripts developed on top of RelativityOne.
“Great tools need great artists. That’s why we’re proud to be a RelativityOne Services Partner,” said Andrew Kent, Chief Operating Officer at Page One “It’s an acknowledgement that our team can help partners utilize the gold standard product for e-discovery in ways they may not be able to on their own. We’re able to leverage our fifteen years as an e-discovery services provider to assist even the most novice of users achieve expert results.”
“We are thrilled that Page One, a strategic partner in our Community, is now a RelativityOne Services Partner,” said James Zinn, Director of Commercial Partnerships at Relativity. “We look forward to supporting Page One as they continue to assist their clients in maximizing the full potential of their RelativityOne subscriptions.”
About Page One
Page One is a Nashville-based, national eDiscovery and litigation support provider founded in 2006. We are known for our commitment to continually improving our services, providing first-rate data security, and always delivering the highest quality of work to our clients. Our legal and eDiscovery experts provide innovative solutions to Top AM Law firms and corporations across the country to achieve their goals.
Using a combination of our cutting edge technology, our proven workflows, as well as our wealth of experience, we customize our operations to meet our clients’ needs. From collection to production, we leverage industry leading best practices and advanced technologies to ensure defensible and accurate results. Please email us at support@pageonelegal.com or visit www.pageonelegal.com/relativityonepartner for more information.
About Relativity
Relativity makes software to help users organize data, discover the truth and act on it. Its SaaS product RelativityOne manages large volumes of data and quickly identifies key issues during litigation and internal investigations. The AI-powered communication surveillance product, Relativity Trace proactively detects regulatory misconduct like insider trading, collusion and other non-compliant behavior. Relativity has more than 300,000 users in approximately 40 countries serving thousands of organizations globally primarily in legal, financial services and government sectors, including the U.S. Department of Justice and 198 of the Am Law 200. Relativity has been named one of Chicago’s Top Workplaces by the Chicago Tribune for 10 consecutive years. Please contact Relativity at sales@relativity.com or visit http://www.relativity.com for more information.
Page One’s resident Senior eDiscovery Project Manager, Dave Bow, has earned yet another Relativity certification. He is 1 of 7 selected Relativity Experts selected to participate in the first Relativity Certified Trainer (RCT) program for Admin Essentials I.
This is the first time Relativity has offered the RCT program to non-Relativity employees for Admin-type training. This pilot program was created to train to external project managers to teach the Admin Essentials I course. Previously this certification was only offered for “Relativity 101,” which is designed specifically for new users.
The RCT program is rigorous—including pre-work, a virtual meet-and-greet, a weeklong bootcamp, and a final evaluation on the participant’s ability to train a portion of Relativity Admin Essentials I. In order to obtain this certification, Dave committed to over 60 hours to the necessary pre-work and RCT bootcamp.
At Page One, one of our core values is continually learning. By participating in this program, we are able to continue in our efforts of fostering education and training internally and for our clients. We utilize our ability to educate and onboard clients to empower them to use the products and workflows we have available.
The RCT certification gives Page One the ability to offer in-person or virtual training to our end-users. When users attend these training sessions, Relativity Continuing Education credits are granted, meaning RCAs can maintain their certi?cations from Page One trainers.
If you or your team are interested in setting up a Relativity training, reach out to us at support@pageonelegal.com.
At Page One, we focus on meeting all your eDiscovery and trial preparation needs throughout litigation. As part of this service, we provide a paper discovery solutions team who can make sure your hard copy data gets into the process seamlessly.
We work with you one-on-one at the beginning of every project. We want to gather all the necessary information to ensure accuracy. Our experienced team can provide technical expertise to certify your project is completed in the best possible manner and to your specifications.
We can provide your company with productions ready to provide to opposing parties that won’t be returned for corrections. Before your project leaves our facility, it is checked for accuracy twice during the final inspection. Our workflows, technology, and experienced team enables us to meet your deadlines at the highest quality.
At Page One, we understand the importance of preservation and privacy. All Page One employees who handle client data have undergone background checks and are HIPAA certified. All Page One employees also have mandatory monthly cybersecurity training.
When your data uploads have completed, you may no longer have a need for the original hard copy documents. We also offer services to destroy the documents and provide certificates of destruction.
Since 2006, we have been providing legal copying, scanning, and more to various law firms, businesses, and government agencies nationally. No matter how complicated or extensive your project is, our dedicated team can handle it. Why are we so confident? Because chances are that we’ve seen it before. We understand production specs and our proven processes ensure that each stage of production is implemented and tracked.
We are currently in a climate where documents need to be digitized. Our ability to provide eDiscovery gives our clients a competitive edge. We can give our clients instant access to their files in our Relativity environment. You no longer have to worry about transferring data between firms. We can handle all of your paper and eDiscovery needs at Page One.
Do you want to explore our workflows? We’d love to speak with you.
Contact us at Solutions@PageOneLegal.com for more information. You can also see our list of services on our website here.
