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BigLaw: Pimp My Resume

By Marin Feldman | Monday, May 11, 2009

BigLaw-05-04-09450

Originally published on May 4, 2009 in our free BigLaw newsletter.

Finding a job these days is about as tough as it gets. The legal market has been especially hard hit. The news is awash with stories of unemployed attorneys sending out hundreds of resumes with few or no positive responses. To stand out from the pack, some attorneys are "tailoring" their resumes and fudging their experience to enhance their qualifications for the job. Nearly everyone embellishes their accomplishments on paper (except for the author when applying for this job, of course), but when does embellishment become falsification? How far is going too far in the quest for employment?

A Tale Told by an Idiot

"Carl" was a fourth year litigation associate at a medium-sized firm in NYC. He had a reputation as a competent, if not superstar, attorney with average to low billable hours. Unfortunately, Carl's firm, like many others in New York, was burned by the 2008 market crash. The firm laid off attorneys in November 2008, and Carl was among the first let go. He received two months' severance, outplacement services, and a week to finish up his work.

As part of the outplacement services, the firm put him in touch with a recruiting agency that specializes in "re-working" resumes. Shortly after being fired, Carl met with the recruiter to discuss his options.

The recruiter told him what many other job-seeking attorneys hear these days: there's not much out there except for bankruptcy work. Did Carl have any bankruptcy experience? the recruiter asked.

Not really, said Carl. He mostly worked on IP and commercial litigation matters, but he did briefly work on a creditor's rights matter in which the debtor was bankrupt. The recruiter suggested that he list the bankruptcy experience on his resume, and hope for the best. But she said that she could not pitch him as a bankruptcy associate to firms that were looking, and as such, she thought his best bet was to pass his resume along to his network of contacts.

Full of Sound and Fury

Carl initially sent out resumes listing himself as a general litigation associate, citing experience in IP and commercial litigation and in bankruptcy. No hits. He then sent out a second round of resumes to different firms listing himself as a general litigation associate, specializing in bankruptcy. To his surprise, a large firm called him up to schedule an interview.

At the interview, the partners described how the group had recently received several new bankruptcy matters and they were in need of mid-level associates who could work without much supervision from the partners. Carl trumped up his experience on the creditor case and impressed the partner by discussing the technical aspects of several bankruptcies in the news which he had specifically researched in anticipation of the interview. Against the odds, Carl landed the job. He started the following week.

Carl privately figured he could brush up the Code on his own or learn quickly on the job, but it soon became apparent that Carl did not have the bankruptcy proficiency indicated by his resume or his interview. He took too long on assignments and sometimes flubbed them. He stumbled on the phone with clients. The partners thought that he appeared to be "winging it," which he was, and in March 2009, after about two months, they asked him to leave.

Signifying Nothing

By portraying himself as a bankruptcy associate, Carl thought he was doing what other unemployed lawyers with some bankruptcy experience were doing.

"I wasn't trying to con the firm into hiring me, I was just emphasizing my bankruptcy experience because those are the available jobs. I thought you're supposed to tweak your resume to reflect the job specs."

While many people do gear their resumes to fit specific job criteria, there is a fine line between tinkering with a resume and outright lying, and Carl's actions fall uncomfortably close to the latter. It may be tempting to emphasize desirable experience, such as bankruptcy, but if you don't have the relevant expertise or experience, don't pretend you do.

Firms watch all associates like hawks. Any shortcomings in laterals hired to fill a specific need won't go unnoticed in this market. There are plenty of unemployed attorneys with legitimate relevant experience who are eager to fill open positions, and firms have every incentive to lose underperforming laterals and trade up.

If and when firms fire recent lateral hires, the terminated attorneys do not necessarily return to the same status they inhabited prior to taking their most recent job. For instance, Carl must now omit or explain the two month blip on his resume to future employers, plus he has soured his reputation at the second firm and perhaps beyond. And since he was terminated for cause, he cannot file for unemployment in New York.

Carl regrets overstating his bankruptcy experience and wishes he listened to the recruiter's advice: if you don't have it, don't flaunt it.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Office Management

LogMeIn Review; When to Mac; Mazy, Let's Do Lunch; Local PCs; BigSolo Surprise; Lockstep Salaries

By Sara Skiff | Friday, May 8, 2009

Coming today to Fat Friday: David Parker reviews LogMeIn and LogMeIn Rescue, Scott Gardner shares what 23 years using Macs has taught his firm, Lori Iwan reaches out to SmallLaw columnist Mazyar Hedayat, Bruce Brightwell discusses his secret to buying and servicing PCs for his firm, and Don Feferman warns new BigSolos what's in store for them. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Desktop PCs/Servers | Fat Friday | Law Office Management | Networking/Operating Systems | Online/Cloud

Aw-Shucks Lawyer Plus 64 More Articles

By Neil J. Squillante | Monday, May 4, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 53 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Westlaw's Secrets of Success

Lessons From the AmLaw 100: Nothing Grows Forever

Google Profiles Is Your New Business Card

This issue also contains links to every article in the May 2009 issue of Law Technology News. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Legal Research | Technology Industry/Legal Profession

SmallLaw: Minimum Daily Technology Requirements Part 2: Software

By Ross Kodner | Monday, May 4, 2009

SmallLaw-04-27-09-450

Originally published on April 27, 2009 in our free SmallLaw newsletter.

In my last column, I introduced the idea of the MDTR — the "Minimum Daily Technology Requirements" for every solo and small firm's technology needs. My first column discussed hardware needs. This column focuses on the application and utility software a small practice needs.

MDTR: Major Applications

Beyond the choice of either or both Microsoft Office 2007 and the Corel WordPerfect X4 suite (both if you wish to be "word processing ambidextrous" which can make a great deal of sense for many firms), the following categories of applications comprise the Minimum Daily Technology Requirements for the standalone PC:

Adobe Acrobat Standard or Pro: Not some ersatz Acrobat-wannabe, the real thing — get it bundled with your PC, or with a scanner to save money on this item.

Practice Management System: Any practice management system is better than none. After 24 years of thinking about this, I am now ready to unequivocally state that every law practice needs one (even if you don't realize it!).

If you have clients and cases, you have information that needs to be managed, period. Outlook is just not capable enough so look into Amicus Attorney, PCLaw, PracticeMaster, Time Matters, or even the Web-based Clio, Rocket Matter or VLO systems. Find a well-referenced, solidly-credentialed independent consultant to help you decide and then implement.

(My only remaining concerns about Web-based, or SaaS (Software as a Service) systems is the general lack of ability to function entirely offline, if you lose Internet connectivity. Clio has taken the first step in this direction with offline time entry, but this isn't enough as far as I'm concerned.)

Document/Email Management: Practicing without a DMS means self-inflicted torture in terms of wasted otherwise billable time when you cannot find prior work product or are inundated with massive amounts of email. Worldox leads the pack after 20+ years in cost-effective ($395/person) small-firm friendly document/email management that tightly integrates with the major practice management systems (which might have some built-in document/email management abilities, but these are insufficient for most firms).

Legal Billing/Bookkeeping: Ideally, your billing system should work with your practice management system — with the PracticeMaster/Tabs3 combination being the standout because Tabs3 as the billing component outdistances the abilities of competitive systems and their built-in billing modules. Kudos to the Web-based products for solid and simple billing/bookkeeping as well. Second best would be the PCLaw system, which is more simplistic on the practice management side, but still a reasonably-priced integrated contender. Systems that integrate with QuickBooks Pro can be a major plus if your accountant wants QuickBooks data files to keep your accounting costs down.

Outlook 2007: This industry-standard application should be your emailer of choice, integrated with a practice management system. Attempting to handle your email needs inside of any practice management system will quickly overwhelm that program's database. Let Outlook do the heavy-lifting for email management and "connect" case/practice-related emails from Outlook to your practice manager via Worldox's extraordinary, click, drag, click approach to doing so.

MDTR: Utilities

Utilities — little programs that tie everything together:

Protection Suites: Trend Micro Internet Security suite (or the Pro version). Why? It's the least likely to interfere with legitimate program operation. Avoid Symantec/Norton and McAfee products — by far the most intrusive and system-destabilizing of such products. Your software firewall will come from this suite, or firewalling will come from a router/switch/firewall hardware product (watch for my "MDTR: Networks" suggestions in a future column).

Moffsoft Freecalc: This free calculator replaces the brain-dead Windows calculator. It has a scrollable "tape" — the missing link.

7Zip: This free utility handles ZIP/UnZIP file needs.

Zscreen: Need to capture information from screens to include in your Word and PowerPoint files? Grabbing charts and illustrations from Web sites? Windows Ctrl-Prtscn function has an IQ in the high single digits, able to capture only an entire screen. Zscreen, also free, has many of the advanced features of more costly screen capture tools such as Techsmith's excellent $50 SnagIt tool.

Metadata Assistant and Numbering Assistant: At $160 for the pair, both are essential "Word Sanity/Safety" tools for metadata removal and sanity in using auto-paragraph/bullet list/outlining functions in Word.

CrossEyes: From Levit & James, this utility adds "Reveal Codes" functionality to Word ($30).

Anagram for Outlook: This $35 utility adds names and addresses in your email to Outlook (which can then sync to your practice management system) literally with two keystrokes. Build up that address book for marketing/business development purposes as well as pulling this information into labels, envelopes, and correspondence.

Xobni: This utility adds several functions to Outlook that Microsoft should have built. These include the ability to group all the messages in a conversation together, instead of having to hope to find them while scattered across multiple mailboxes, and the Inbox and Sent Items folders. In addition, you can see all the attachments received from any sender. Add some fascinating statistical tracking about the people who send you messages and the ability to generate "smart scheduling" messages to send to any sender, and you've got the makings of an invaluable Outlook tool. And free is tough to argue with.

TweetDeck: This free Twitter-focused utility makes participating in the growing social networking phenomenon practical. It replaces the bare-bones native Twitter interface with a multi-columned Twittering tool that makes the micro-blogging system's constant flow of 140 character "Tweets" manageable. You can have columns showing the Tweets of all those you "follow", as well as Replies, Direct Messages and the most powerful element, Tweets that match a specific Twitter "search." So you could have a column showing all Tweets that mention your name or firm name. Don't Twitter without Tweetdeck.

OutTwit and FBLook: From TechHit, OutTwit adds itself to the Outlook toolbar to enable sending Tweets and receiving/organizing them inside of Outlook. This is a further step towards making Outlook a comprehensive communications hub. FBLook lets you update your Facebook status, see your friend statuses, and see the number of new requests without having to open a browser. Both products are free.

In my next column, I'll wrap up my MDTR recommendations with a look at electrical protection, smartphones, virtualization of a small practice's resources, outsourcing, and using consultants effectively.

Written by Ross Kodner of MicroLaw.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Document Management | Email/Messaging/Telephony | Law Office Management | Online/Cloud | Practice Management/Calendars | Privacy/Security | SmallLaw | Utilities

BigLaw: You're Only a Junior Associate Once (Fortunately)

By Liz Kurtz | Monday, May 4, 2009

BigLaw-04-27-09-450

Originally published on April 27, 2009 in our free BigLaw newsletter.

In past columns, we've discussed weighty issues that arise in everyday practice, and the myriad factors that can contribute to narrowly (or not so narrowly) averted disasters. Poor communication, inter-office politics, clashing personalities, and the challenge of managing a large document production are but a few of the components of the typical near-miss. But, sometimes, the bumps in the road to becoming a better attorney are caused by something you cannot avoid. It's a phenomenon we've all experienced. It's called "being new."

Behind Enemy Lines …

"Sandy" is an experienced litigator at a large national law firm. Although she is now in her second decade of practice, she recalls, all too vividly, some embarrassing moments from earlier in her career. "Every new lawyer has experiences that make her want to crawl into a hole, or spontaneously run into her office and throw up," Sandy says. Some lawyers have both.

For Sandy, one such incident occurred when, as a young associate, she was assigned to handle a litigation matter that wound up being transferred to bankruptcy court. Sandy was still relatively new to the game, and while she had appeared in her local federal District Court, she had never visited the floor of the federal courthouse that housed the bankruptcy courtrooms.

For oral argument for a motion, she arrived at the courthouse early — and nervous. She found her way to the courtroom, hoping that she would have a chance to review her brief (and calm her nerves) while she waited for her case to be called. Instead, Sandy was greeted by a packed courtroom, which (she now knows) is often the case in bankruptcy matters. "Back then," she recalls, "bankruptcy was totally foreign to me." She took one look at the crowd and fled to the hallway.

"I started to pace up and down, with my nose buried in the brief," she remembers. "I was so completely focused on the motion I was about to argue that I didn't even think about my surroundings." Since she had been in the building on a number of occasions, she was able to navigate the hallway outside the courtroom on auto-pilot … or so it seemed.

At some point, as Sandy paced back and forth with her eyes fixed on her brief, nature called. Without missing a beat, she steered herself to the restroom and propelled herself into a stall. When she emerged, she finally took her eyes off the page in front of her, but only to look for the edge of a sink on which to rest her papers while she washed her hands. When she did, she was mortified by what she saw. Instead of the sink she was expecting, what loomed to her immediate right was … a urinal.

Thanks to a different layout on the floor housing the bankruptcy court, Sandy ended up "behind enemy lines." But she breathed a sigh of relief: no one had seen her. She washed her hands quickly and prepared to make a stealthy exit. Alas, discretion was not on the docket for Sandy that day. She stepped out of the restroom, and into the path of the head bankruptcy partner.

"He didn't say anything, but he looked at me like I had six heads," Sandy recalls. "And while he never asked me why I ran out of the men's restroom at the bankruptcy court, brief in hand, I avoided him for years." Sandy can laugh about the incident now, but, she notes, "I think it took about three years for me to stop hiding every time I saw him. I would literally run the other way if I spotted him from down the hall."

You Want It When?

Sandy tells another story from her early days of practice that demonstrates how nerve-wracking life at the bottom of the food chain can be.

In her very first week as a new associate, Sandy received an assignment from a senior partner at the firm, "Mr. King." Mr. King wasn't just any senior partner, though. He was one of "those" partners: very distinguished, very illustrious, and very intimidating. Every lawyer encounters a partner like Mr. King at some point, and can recall the cold stab of fear that invariably surges through their young, green heart when they do.

Mr. King, explains Sandy, was known for his formidable — and formal — style. Rather than calling an anxious young associate into his office and explaining the task at hand, he would send an elegant memo setting forth the assignment. Conversation and feedback were not part of the process: the associate was simply expected to produce a pristine, finished product on — and not a minute after — the due date in the memo. There was no room for negotiation, or for error.

So, when Sandy received such a memo from Mr. King, she was (to put it mildly) nervous. Mr. King had asked Sandy to prepare the materials for a continuing education seminar. "This meant that the work was non-billable," explains Sandy, "and that I would have to find a way to do it — and do it perfectly — while I was juggling all my other billable work." Mr. King's memo instructed her to have the assignment prepared by noon on the following Friday, which meant that she had exactly one week to complete it. Swallowing her apprehension, she threw herself into the task at hand.

Sandy toiled away on the assignment. She was, however, toiling away on a full complement of billable work, and, by Thursday of the following week, she had not yet finished preparing Mr. King's materials. "No problem," she thought. "I have another full day to wrap up my research and complete my memo." Feeling comfortable with her progress, she pressed on. Sandy was fully absorbed in her work when the phone rang, jangling her back to the present. The caller was … Mr. King.

"Sandy," he boomed, "Mr. King here. How's my assignment?"

"It's coming along," she said, "but I still need to do quite a bit of research, and finish my memo …"

Mr. King continued as though he hadn't heard her. "I'd like to have it by noon," he announced bluntly.

Sandy's heart sank. "Well," she reminded him, "your memo did say that it was due tomorrow at noon, and it's not complete yet, and …"

Mr. King was in no mood to entertain her protests. "Noon," he said flatly, and signed off.

Sandy panicked. Not only had she not yet finished the memo, but Mr. King worked in a separate building across the parking lot. "I looked out the window, Sandy remembers, "and it was pouring. I had no time to edit, and I didn't even know if I would have time to get there."

Sandy had no time for reflection. "I printed out my document, grabbed it on the way out the door, threw on my coat as I was running down the hallway, and sprinted out," Sandy says. She arrived at Mr. King's office, breathless and rain-soaked, and presented him with the memo. He weighed it carefully in his hand, making an exaggerated motion that pantomimed "My, how light this is!" Sandy's heart sank further. Mr. King looked at her sternly. "It's twelve minutes late," he said.

Sandy returned to her office, forlorn. "I was just sick over it," she recalls. "I couldn't believe that I'd had to hand in this assignment — to Mr. King, no less — when it still needed a full day of work. It was awful." She waited nervously for the inevitable consequences, which, she was convinced, would be dire.

The next day, Mr. King called. "I have one question," Mr. King began sternly. "Is this the BEST you can do?"

Sandy tried to stammer a response. "No," she protested, "I thought I had more time, and the memo said that …"

Once again, Mr. King cut her off. But, to her surprise, he started to laugh. "Of COURSE it's the best you can do!" he bellowed. "Because it's EXCELLENT!" Mr. King loved the work she had done; he thought it was fantastic; he was impressed by her thorough research and trenchant analysis.

Or something to that effect. Sandy can barely recall Mr. King's exact words: she was too overwhelmed to absorb it all.

"I thanked Mr. King for his compliments, and for giving me the opportunity to work on the assignment." But, she adds, "After I hung up the phone, I pulled out my trash can and threw up. I don't think I've ever been so relieved."

Sandy has gone on to have an illustrious career at the firm, and looks back at her early blunders — and how seriously she took them — with the lens of grateful nostalgia through which most lawyers view their past. Thankfully, we can now laugh at mistakes that seemed at the time like the end of the world.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Office Management

Backup Tips; LogMeIn Pro Review; Drop.io Review; Perils of a Columnist; Inside a Law Firm Web Site

By Sara Skiff | Friday, May 1, 2009

Coming today to Fat Friday: Philip Franckel shares his backup routine and explains how to backup using batch files, Mazyar Hedayat responds to criticism of his recent Perils of Solo Practice SmallLaw column, Andrew Weltcheck reviews LogMeIn Pro's file sharing feature, Steven Basche reviews Drop.io for online file sharing, and Christopher Mitchell shares how his firm created a successful Web site without spending any money. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | Collaboration/Knowledge Management | Coming Attractions | Fat Friday | Graphic Design/Photography/Video | Law Firm Marketing/Publications/Web Sites | Law Office Management | Networking/Operating Systems | Online/Cloud

Calloway Says Thumbs Up Plus 67 More Articles

By Neil J. Squillante | Monday, April 27, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 48 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Track and Capture Time Spent on Email

What Litigators Can Learn From Susan Boyle

Legal Pros Should Consider Both Twittering and Tweetlaw

This issue also contains links to every article in the April 2009 issue of Law Practice. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: Accounting/Billing/Time Capture | BlawgWorld Newsletter | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management

BigLaw: The Privilege Is Not Yours to Give

By Liz Kurtz | Monday, April 27, 2009

BigLaw-04-20-09-450

Originally published on April 20, 2009 in our free BigLaw newsletter.

Most large firm associates consider "privilege review" no privilege. What's that you say? A trained monkey could do this work? An understandable thought given the drudgery, but the pitfalls of reviewing a massive document production for privilege are real and occur too often for comfort. It's not monkey business.

A Litigation Team Out of Its League …

"Chloe," now a veteran litigator at a firm on the West Coast, knows all too well how a perfect storm of common variables can, in the aggregate, amount to a discovery disaster. As a mid-level associate, Chloe was assigned to work on a document production in a products liability case. Her firm was delighted to land the client, a medical device manufacturer, and embarked upon the case with starry-eyed visions of a lengthy, but manageable, document review. It quickly became apparent, says Chloe, that the case was bigger than anything the team of attorneys had imagined.

Strike one.

"First of all," Chloe reflects, "we were not prepared for something on that scale. Of course, we had sold ourselves as the most capable firm for the job, so when we realized that the document review was going to be much more involved that we had anticipated, we were afraid of being caught with our pants down." Litigators, however, must be prepared to meet any challenge, so the partners gathered for a huddle, enlisted as many reviewers as they could find, and soldiered on.

Suddenly, from the chaos of the battlefield, a heroic figure emerged ... or so it seemed. "Marc," a young, green associate had wowed everyone (or at least the partners) with his unflagging confidence and apparent willingness to work long, hard hours. It did not hurt that Marc had come highly recommended — albeit by his father, who was an important client. He dazzled the partners were dazzled, and it seemed, recalls Chloe, as though he could do no wrong. "With all these documents to review," she remembers one of the partners saying, "it's a good thing we have someone as talented as Marc."

Needless to say, the other associates on the team were not quite as sanguine about Marc's magical abilities. Although the partners could not sing his praises loudly or often enough, the more seasoned associates suspected that Marc's primary talents included patting himself on the back, tooting his own horn, and self aggrandizing at every available opportunity. Chloe summarizes their impressions succinctly: "A little too much hat; not enough cattle."

Strike two.

Further complicating matters, in-house counsel for the client was a relatively inexperienced, and had never dealt with, much less managed, a major litigation. As a result, says Chloe, "she was incredibly skittish. Every normal twist and turn in the discovery process sent her into a panic; any development that didn't go our way had her convinced that we were losing the case."

Strike three.

A Rookie Without Supervision …

Amidst this brewing maelstrom, the privilege review loomed. As Chloe explains, the documents were being reviewed in Summation Enterprise, and had, at least in theory, been "OCR'd" and coded. At some point, Marc — in his infinite wisdom — made a fateful privilege call that nearly derailed the case, or at least the firm's relationship with its client.

The document in question was a chart of notable events in the history of the litigation prepared by in-house counsel. In addition to its fundamentally privileged content, it contained the attorney's marginalia — the sort of thing that most of us scrawl on a document when we are certain that it will never fall into the hands of, say, the plaintiff's attorney.

Although it didn't say anything quite as explicit as "this document was prepared in anticipation of litigation, and reflects my mental impressions, conclusions, opinions, and legal theories," it may as well have. The document was so clearly privileged, she adds, that each of the eight other reviewers assigned to the case had recognized and tagged its duplicates as such. Marc, however, decided that the document should be produced. And so it made its way, unnoticed, into the batch of documents (which numbered in the tens of thousands) produced for opposing counsel.

Strike four.

How did Marc miss this hanging curveball? Well, Chloe explains, a number of factors contributed to the faux pas. "An experienced reviewer would have recognized that the document was, without a doubt, privileged," she says. "But there was no name on it, and Marc didn't know to look at the OCR coding, which would have told him that it was authored by an in-house attorney. Moreover, he didn't realize that it was a duplicate of documents that had been tagged as privileged by other people. Maybe the OCR coding failed because of the marginalia; maybe he just didn't have the experience to de-duplicate. Either way, he made a bad call."

Moreover, she said, because of Marc's status as the team's "golden child," the more senior attorneys were reluctant to quality-control his work. "He bristled when we reviewed his work, and would complain to the partners," Chloe notes. "After they told us a few times that Marc was 'fantastic,' and was doing a 'great job,' we got the picture: don't look over Marc's shoulder. It's not worth it."

Might this explain why the partners didn't catch Marc's mistake, you wonder? Well, Chloe continues, Marc had truly convinced them that he was a document-reviewing wunderkind. "Of course," she says, "there were quality control measures, but when you're producing thousands, or hundreds of thousands, of documents, oversight can be ... well, imperfect. And, unfortunately, the partners were giving Marc the benefit of the doubt, so they may not have been as attentive to his mistakes."

Game Over. You Lose.

Fast forward to the deposition of a minor defense witness. Thinking that there were bigger fish to fry, the partners from Chloe's firm had sent an attorney who was only tangentially involved in the case to cover the dep. Plaintiffs' counsel was moving through his list of questions, while the other attorneys in the room fought off deposition-induced narcolepsy. But, when plaintiffs' counsel paused for a moment to introduce a certain exhibit, the defense attorneys' Spidey senses tingled. "Can I see that?" asked one of the in-house attorneys. The document was handed over. "I recognize this document," he said, after a nausea-inducing pause. "I created it."

Are we still counting strikes?

The attorneys huddled for a brief sidebar, and Chloe's colleague quickly called the partners. "It was," Chloe remembers with a grimace, "the 'Oh No' moment we all fear." But wait, she explains: there's more. The partners talked amongst themselves, and decided that a vociferous objection would only emphasize the significance of the document. "Just let the plaintiffs think that it's no big deal," they concluded. "If we make a stink about it now, they'll realize we screwed up."

By "they," of course, the partners did not just mean "the plaintiffs." They were also thinking of the client, with whom they feared the inevitable, awkward conversation, beginning with the words "mea culpa."

Did their strategy work? Did the clients breathe a sigh of relief, grateful for a debacle narrowly averted? More important, was the debacle actually averted? The answer to all of these pressing questions, Chloe explains bluntly, is "No."

Her firm took the position (which required considerable contortion) that the document may not have been privileged at all. The partners maintained that the document's release probably wouldn't be damaging. Perhaps most importantly, they declined to insist that it should be clawed back.

So what happened? "Well," Chloe says, "by attempting to save face, we lost all credibility with the client. The in-house lawyer managing the case was already skittish, and this put her over the edge. She totally lost faith in us. The document review continued because we were so deeply entrenched by then, but we were 'relieved' as lead counsel, and finished the review under the watchful eye of another firm." And the document? While it did not become a "smoking gun," it wasn't forgotten, either.

Chloe summarizes the outcome in simple terms. "It was," she declares, "a disaster."

Claw Back Privileged Documents Along With Your Reputation …

On the bright side, Chloe says optimistically, there are multiple lessons to be learned from the (plentiful) mistakes made on the road to the aforementioned disaster.

First, always supervise the novice. It may seems obvious, she concedes, but the need for close supervision is often overlooked when it comes to document review, which young associates are frequently tasked with because of its perceived simplicity. Don't assume that privilege review is as easy as looking for the names of attorneys on an email. Don't be swayed by the uber-confident associate who appears to have mastered the task at hand. Young lawyers, she points out, simply don't have enough experience to spot significant issues in documents, and can easily make a bad call. Of course, she admits, you'll never have enough time to re-review every document that goes out the door, so focus your resources on looking for errors made by the least seasoned member of your team — even if he is a client's son.

Second, she says, remember not only to be aware of duplicates, but to remain mindful of the limitations of even the best eDiscovery tools. OCR is not a perfect technology. Vendors are not magicians. No document review platform is flawless. At the end of the day, technology doesn't do the work of document review for us; it simply cuts down on the number of paper cuts.

Finally, always take responsibility for your mistakes. "And," Chloe cautions, "most importantly, if a privileged document comes out in a deposition, object, object, and object again, more loudly. Claw it back then and there." She makes a last, "belt and suspenders" suggestion about what to do next. "After you object, grab the document and rip it to shreds. If you have to," she says, "eat the damn thing."

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