As courtroom technology, the litigation process and the amount of discoverable information constantly changes so is electronic discovery itself. E-discovery is a continually evolving area of law that has grown to impact many different practice areas. With the inclusion of ELMO’s, television screens, top of the line audio equipment, annotation equipment, 3D graphics, and multimedia podiums all used in courts for jury persuasion attorneys need to reduce the amount of information shared in a way that still expresses their clients perspective clearly. Finding the best evidence to present in trial starts with the discovery phase of the case. E-Discovery has been thought of as a scary word that too few attorneys really understand. In the courts today judges are more sophisticated on eDiscovery and expect the same from counsel. I wanted to share some basic thoughts and terminology of eDiscovery in hopes that it would make learning eDiscovery less of a barrier and more of an advantage in your cases.

Electronic discovery is denoted many different ways including as E-Discovery, e-discovery, ediscovery, eDiscovery, and e-Discovery. It is simply the phase of discovery where you use an electronic system to identify, collect, and produce discovery  in an electronic format. This is also known as electronically stored information (ESI) and it can be analyzed by an electronic system using a digital forensic procedure and then reviewed through the use of a document review platform to limit duplicates and irrelevant documents from ever getting in front of the eyes of an attorney for review. ESI includes and data stored in an electronic form and can include, emails, text messages, documents, presentations, databases, photographs, voice mail, audio and video files, social media pages, databases, and web sites.

According to the federal Rules of Civil Procedure ESI is defined to include “writings, drawings, graphs, charts, photographs, sound recordings, images, and other data or data compilations–stored in any medium from which information can be obtained either directly or, if necessary, after translation by the responding party into a reasonably usable form” (FRCP 34(a)).

Some eDiscovery terminology to be aware of is:

Tiff: Tagged image File Format, or a graphical file format that is used for storing images of documents. It is created from native files to create a standard format for the file (.tif) and captures the text and metadata from each file so that it is searchable.

Unitization: How the documents are categorized and scanned, either physical or logical. If physical unitization it uses actual demarcations such as paperclips or staples to determine which pages should be together. In logical unitization human eyes look at each page and determine what pages should be together to make the complete document.

The most important part of preparing for and properly handling eDiscovery, while protecting yourself and your client from possible sanctions, is to consult a specialist if you are unsure of any phase of the eDiscovery process.

Mary Ann Naas, CCVS, CLVS has joined our experienced team of professionals as a Trial Presentation and Video Services Representative. Mary Ann will work directly with clients supporting all of their trial presentation needs out of our headquarters in St. Louis, MO. She is also responsible for working actively in the field taking video depositions, and will work internally at PohlmanUSA headquarters  in post video production.  She has over 8 years of experience in legal video and over 17 years of experience in cinema. Included in her legal video background she has shot hundreds of videotaped depositions, Day-in-the-Life Documentaries, IME’s, and assisted with numerous trial presentations. Mary Ann most recently worked as a freelance videographer and editor for law firms in the Chicago, IL area.

Mary Ann is CCVS, CLVS, and is InData Trial Director 6 certified. She also holds both Bachelor of Arts and Master of Fine Arts in cinema & photography from Southern Illinois University at Carbondale. She is a former Guardian Ad Litem, CASA volunteer, and has been involved with many animal rescue organizations.  We are excited to have her on our team and are confident her experience will be an asset to our client’s litigation teams as well.

Part of every lawyers job is staying up to date on laws, regulations, and cases that may impact your own practice. In addition to the online resources you learned about in law school, Lexis and Westlaw primarily, there are other websites to consider bookmarking and reviewing on a regular basis. Some of the best websites for research and information are:

American Bar Association- americanbar.org has both news and resources tabs where they discuss law schools, up-to-date debates, and current events impacting the practice of law.  It also has a career center and ABA calendar for your job search and networking efforts.

Bluebook- legalbluebook.com offers tips and updates on legal citation.

Justia- justia.com is a research site including cases in the news, and new decisions from state and federal courts.

Law 360- law360.com is a website that covers filings of lawsuits, settlement, verdicts, developments of cases and other court news. You can also follow legal news or cases in a variety of areas including litigation, business, IP, energy, employment, securities and more.

Lawyer Tech Review- lawyertechreview.com is a website that shares information and tips focused on legal related apps, gadgets and technology.

PACER- pacer.gov is an index for all U.S. district, bankruptcy and appellate courts cases filed. It allows you to search by court type to determine whether a party is involved in a case.

Supreme Court of the United States- supremecourt.gov site discusses the high court’s opinions and orders. You can find a link to the Journal of the Supreme Court, a daily publication for each day’s orders and opinions, as well as a link to the court’s calendar.  The site also has general news and court rules (don’t forget your local state supreme court websites).

The American Lawyer- americanlawyer.com provides news and reports on current legal topics. It also lists surveys and rankings affecting the legal field.

The Journal of Court Reporters (JCR) announced this week the 2014 class of Fellows of the Academy of Professional Reporters, including Carole Bartkowitz from the Chicago, IL, office of PohlmanUSA Court Reporting and Litigation Services.  Carole is a co-founder of the Illinois Court Reporters Association, and was honored in 1998 with the group’s Distinguished Service Award. She serves on the Committee On Professional Ethics within the National Court Reporters Association (NCRA) and authored the articles, “Getting That Call from the Other Agency,” and “What to do about requests for sound files” for the Journal of Court Reporters. Carole also co-authored the ethics portion of the ILCRA bylaws and the Code of Professional Ethics. Carole is a registered professional reporter (RPR), certified shorthand reporter (CSR) and certified manager of reporting services (CMRS). She serves on the CSR licensing board and participates in creating and dictating licensing exams.

This year’s class of fellows included 7 court reporters from the United States and Canada. To be named a Fellow a court reporter must have been active in the practice of court reporting for over 10 years. Additionally, the court reporter needs to posses outstanding qualifications and experience in the field of shorthand reporting.  Carole exudes everything it means to be a Fellow.

The complete article can be found at:

Congratulations again to Vicki Pohlman, CEO PohlmanUSA, for her recognition as one of the “100 St. Louisans You Should Know” by the St. Louis Small Business Monthly.

Vicki Pohlman Top 100 April 2014 Reprint

Company Overview

PohlmanUSA is a leading, nationwide litigation support agency that has provided superior services to law firms for nearly twenty years. Since its inception, Pohlman has developed a wide range of services, from court reporting to video production to telephonic deposition management, with its clients’ greater success in mind. Our business has undergone rapid growth and includes a growing employee population (50+) and independent contractors.

Summary Job Description

The Billing Manager reports to the Controller and is responsible for the daily management of the billing department workflow to ensure the accurate and timely processing of invoices and the accurate & timely establishment of court reporter liabilities. The Billing Manager will supervise a team of five including four Billing Representatives and one Assistant Billing Manager.


Essential Duties & Responsibilities

• Manage billing department workflow and production in accordance with existing guidelines.
• Develop an understanding of services provided by Pohlman in order to accurately bill for these services and to timely respond to questions on a regular basis from clients, court reporters and internal staff.
• Establish standards of productivity for the billing representatives, monitor performance against those standards, adjust staffing needs accordingly & provide both positive and development feedback.
• Develop and complete monthly analyses of revenue components to explain variances and identify trends.
• Understand career objectives of team members and collaborate with each team member to develop a career track.
• Play a key role in the selection and development of a new billing system.
• Oversee duties of Assistant Billing Manager including creation of rate charts, assignment of jobs to billing representatives & performance of periodic quality control audits.
• Analyze results of quality control audits to ensure accuracy of invoices to clients, precision of payments to court reporters and development of staff.
• Ensure billing department processes and procedures are accurately documented.
• Provide process improvement recommendations in order to raise billing productivity and increase efficiency of work flow.
• Collaborate with the Controller and other department heads to maintain peak efficiency and work flow in the billing department.
• Work independently to solve issues and know when to escalate issues to management.

Qualification Requirements

• 5+ years of supervisory/management experience. Billing or public accounting preferred.
• Background in billing system conversions a plus.
• Strong computer skills including proficiency in Microsoft Office Excel, Word & Outlook applications.
• Advanced Excel skills including experience in the use of pivot tables and databases.
• Exceptional attention to detail.
• Excellent customer service and interpersonal skills and written and verbal communication skills.
• Ability to work successfully in a team environment in order to build rapport with all team members, reporters, and clients.
• Ability to maintain confidentiality of sensitive documents and projects.
• Exceptional attendance record.

Education

• Bachelor’s degree or equivalent experience (8+ years). CPA a plus.

Send Resume

The National Secretaries Association (now known as the International Association of Administrative Professionals) began honoring office workers by sponsoring National Secretaries Week in 1952. The celebration was renamed by the commonly referred to title, Administrative Professionals Week, in 1981. Today, with over 4 million secretaries and administrative assistants working in the United States the day of recognition has grown to be observed by big and small companies in every industry and business sector alike.

The idea began with a council established to address a national shortage of professionally skilled office workers. Mary Barrett, president of the National Secretaries Association (presently known as International Association of Administrative Professionals), and C. King Woodbridge, president of Dictaphone Corporation, sat on the council and developed the idea to recognize secretaries for their impact in the workplace. They were hopeful that by acknowledging contributions of office workers additional recruits would be drawn to secretarial careers.

The IAAP campaigned to have National Secretaries Week declared and then U.S. Secretary of Commerce Charles Sawyer proclaimed the first National Secretaries Week on June 1-7, 1952. Various office supply and equipment manufacturers were the first companies involved with celebrating National Secretaries Week. In 1955 National Secretaries Week was officially moved to the last full week in April and has been observed at that time for nearly 60 years.

Today there are endless ways employers acknowledge their secretarial and administrative teams during Administrative Professionals Week. Some popular ideas are listed below (just in case you are a procrastinator).

  • Flowers or potted plant
  • Free meals (breakfast or lunch) for the office or administrative staff
  • Time off
  • Happy hour
  • Gift Cards- movies, restaurants, chain stores, book stores, ITunes
  • Snacks, desserts
  • Drawings for membership in professional organizations
  • Registration for training courses, conferences, or  seminars
  • Office accessories
  • Business card holders
  • Spa gift certificate and time off to enjoy it
  • Bonus check
  • Coffee mugs or water bottles
  • Sports tickets or favorite team paraphernalia

The importance is not how you recognize the hard work and dedication of your administrative team but that it is acknowledged.

In today’s litigation things seem to be moving faster with attorneys and law firm staff in need of short-cuts, as well as time and cost savers. Technology-savvy firms have found solutions to several challenges including time management, travel expenses, case organization, staff attrition, HIPAA regulations, and security of discovery documents.  Through working with a technology-driven business partner law firms can reduce travel expenses, more effectively use time, work remotely, and be up to date with changing regulations. Litigators must also consider the long-term cost of preparing cases for trial using out-of-date technology which can detrimentally affect the jury’s attention.

Whether you utilize Desktop Video Conferencing to visualize the body language or facial expressions of a witness while reducing travel expenses and limit time spent sitting in airports; work with a company to organize and manage distribution of records while providing 24/7 access; utilize up-to-date 3 D graphics and animations to influence a jury; or outsource the scheduling of conference rooms and transcript organization, technology is key to the sustainability of every law practice.

Inefficiencies in your practice can lead to issues with trial preparation, limit the efficiency and ease of use of your records, decrease your litigation budget and your valuable time through unnecessary travel, and lose a jury’s attention. All to the disadvantage of your case.

Firms that are not working with business partners who are staying up to date with technology will find themselves further and further behind in upcoming years. Technology available today is different from even two years ago and will continue to evolve creating new ways of how we look at litigation in 2020 and beyond.

We congratulate all of those being recognized by the St. Louis Small Business Monthly as the 100 St. Louisans You Should Know To Succeed In Business, including the founder and  CEO of PohlmanUSA, Vicki Pohlman. Today Vicki and 99 other St. Louisans will be honored at a luncheon held at the St. Charles Convention Center. Vicki’s entrepreneurship, dedication and drive have helped her succeed in bringing PohlmanUSA Court Reporting & Litigation Services to be recognized nationwide as the leading provider of technology- driven court reporting and litigation services.  Vicki designed the PohlmanUSA business structure and services to enable clients to better manage their litigation, including depositions, and strengthen productivity while giving them the satisfaction of high quality products and service. Vicki believes in empowering employees to succeed and is a proponent of mentoring and promoting professional women in the workforce. Today’s honor is added to a prestigious list of previous recognitions received by Vicki showing that she continues to motivate her team to deliver exceptional customized, practical, and innovative technological solutions to complex multiparty litigation cases. Congratulations to each of the top 100!

Effective Monday, March 31, 2014, the St. Louis County Circuit Court will begin requiring eFiling for a limited type of cases. The case types that will be filed electronically starting next week are: Probate, Associate Civil and Department of Revenue Tax Lien cases. Attorneys can find available webinars by accessing the court website at- http://www.courts.mo.gov/page.jsp?id=48921

This is not the first court in the area to implement eFiling but it will be interesting to see how smooth the transition goes for those involved inside the courthouse as well as law firms trying to utilize the eFiling portal.