SUCCESS STORYIndustry• TechnologySolutions• OpenText™ Discovery• OpenText™ Insight

Results
Offers hard cost-savingsand efficiency gains with eachnew repetitive litigation
Pre-categorizes documents
for assignment to current andfuture cases without re-review
Reduces ramp-up time
to respond to requests with
five-fold return on investment
to dateGlobal corporation bolsters defense
Technology leader speeds ramp-up time and reduces litigation risk
with OpenText Insight“With each new case,the global technology
company realizes greater
efficiencies, cost savings
and risk reduction.”Global corporation bolsters defense

Most companies spend significant time and budget “reinventing thewheel” in repetitive litigation. That is, they or their outside counsel
collect documents and data from custodial and noncustodial data
sources, then send the documents to multiple vendors or law firms
for processing, categorization, review and production. When thematter is complete, the data and work product is dispositioned. All
investments made by the company are lost each time, even wheneach new matter involves many of the same documents that havebeen produced dozens, or even hundreds, of times in the past.
Not this company. OpenText™ Discovery helped the global technology
leader develop an efficient process using a centralized repository
for data reuse across cases. It implemented OpenText™ Insight tomaintain approximately 300 million documents across more than
425 matters, with more than 800 million documents produced. Thesolution helps the company manage and quickly produce the subset
of product specification data across 70 patent suits.

Streamlining process, mitigating risk
The goal was simple: provide a centralized environment to drive
efficiency by enabling the immediate production of core technicaldocuments for each new patent case, a “product packet.” OpenText
Professional Services implemented a “review once, produce as manytimes as needed” approach to control costs and reduce risk using
Insight as the foundational eDiscovery platform.
To provision a new matter, the company can simply pull documents—
sometimes millions at once—from key custodian collections. As
a document is copied to the new case, it retains all privilege andconfidentiality coding. This provides immediate access to data forearly case assessment and dramatically reduces ramp-up time torespond to litigation, regulatory and compliance requests.

The product packet database contains approximately 30,000
unique documents. Of those, close to 16,000 were reviewed by an
external review vendor, while the remaining 14,000 were quickly
pre-categorized by bulk update from one the company’s paralegals.
Once categorized, documents are uploaded to the document
repository for assignment to current and future cases alongsidehundreds of millions of other case-related documents.
With the repository in place, the legal team can simply searchon key fields and/or use search terms related to the productspecification documents, to assign those documents to a newmatter. The documents are copied to the new case, retaining allcoding decisions and are thus available for early case assessment
and immediate production.
OpenText process and technology helps the company:• Be more efficient by categorizing a core subset of relevant
documents just once and produce as often as needed.
• Enable rapid response and assignment of those documents toa new matter for production, supporting a strategic advantage
in litigation, especially when large sums are at stake.
• Ensure categorizing and tagging consistency for each document.
• Protect the inadvertent production of sensitive or privilege documents.
With each new repetitive litigation, the technology company
becomes more efficient and saves more review costs. Initial metrics
demonstrated the company:• Achieved a five-fold return on investment. Each document reviewed
once has been produced an average of 5.6 times.
• Produced 18,000 unique documents across 72 matters.

“The company achievedmore than a five-foldreturn on investment.
Each document reviewed
once has been produced
an average of 5.6 times.”Global corporation bolsters defense• Produced nearly 101,000 total documents with an average of 1,400
documents per matter.
• Uploaded close to 30,000 documents in the repository, nearly halfof which were never reviewed but bulk updated by a paralegal at
the company.
• Gathered cost savings in excess of $300,000 (assuming a 33
percent richness collection).
In addition to efficient management of product packets, thetechnology company also worked with OpenText to:• Develop core fact, deponent and privilege libraries to accelerate
efficiencies and cost savings.
• Categorize and manage data sets similar in nature to the technicaldocuments, including licensing agreements, employment
policies and marketing research.
• Centralize and manage sensitive custodian documents that areproduced over and over again.

Recognizing the value of a centralized repository
Hard cost savings: Document reuse is just a fraction of the valueof centralizing discovery data into a single repository. In terms ofcost savings, a centralized model eliminates the costs of reviewing
the same document over and over again, the need to interview thesame set of high-value, high-touch (“frequent flyer”) custodians andcollect their documents, as well as duplicate processes, such as
document ingestion, text extraction, conversion, OCR and processing.
Once a document is stored in the core repository, it can be quickly
provisioned to any number of matters as needed.

Greater efficiencies. While it can be difficult to quantify the costof inefficiencies, centralization simultaneously eliminates theheadache and extra costs of hosting data with multiple vendors andoutside counsel, as well as the unnecessary costs associated withinconsistent coding and other practices across documents, cases
and firms.
Risk reduction. Centralization also means less risk, with fewer
coding mistakes across documents and matters, driven byconsistent process and work-product from prior cases. It reduces
the risk of inadvertent production of sensitive or privileged material.
Centralization also helps keep data secure by allowing in-houseteams to control access and limit the flow of sensitive information,
eliminating the risk of maintaining sensitive data across disparate law
firm and vendor databases.
Business intelligence for realtime decisions. Finally, only byaggregating data into a single repository and extracting information
across cases can cross-matter reporting and meaningful metrics bepossible. This includes matter status, collections, custodian summaries,
outside counsel spend, expense versus budget and other key
performance indicators.
OpenText continues to work with this client as well as othercorporations to more effectively leverage data and document reuse
opportunities for a more efficient and intelligent discovery process. Inaddition to product packets, clients will continue to reuse prior workproduct to automate confidentiality and privilege tagging, ensure
consistent redactions and speed the predictive technology engine.
With each new case, Discovery customers realize greater efficiencies,
cost savings and risk reduction.

About OpenText
OpenText, The Information Company,
enables organizations to gain insight
through market leading information
management solutions, on-premises orin the cloud. For more information aboutOpenText (NASDAQ: OTEX, TSX: OTEX)visit opentext.com.
Customer stories
opentext.com/contact
Twitter | LinkedIn
Copyright © 2021 Open Text. All Rights Reserved. Trademarks owned by Open Text.
For more information, visit: https://www.opentext.com/about/copyright-information(23.07.21)18565.EN