Power Your Case Strategy with Litigation Data Analytics

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By Stephanie Fox, Senior Director, Client Experience, LegalMation

What’s the first thing that comes to mind when you hear people talk about “legal analytics” or “litigation analytics”? Did you think of gaining insights into judges, courts, and lawyers based off docket entries, published opinions, and other publicly available court documents? If so, you are not alone. That is the most common interpretation of those phrases and they do provide a certain level of understanding about your litigation matters. While analytics based on publicly available legal data has been around for years now, it only provides a part of the story.  It is estimated that fewer than 10% of filed cases result in a publicly disclosed outcome in the form of a trial verdict (or other dispositive court ruling) or announced settlement.  The outcomes for the rest of the cases hide below the surface, behind law firms’ and corporations’ firewalls. If you are trying to truly understand the impact of your organization’s behaviors, strategies, and decisions on matter outcomes, you must also fully explore your organization’s own internal data.

We hear it all the time…an organization has loads of data at its fingertips but no way to really understand what information that data contains. So, where can you find a system that can extract the necessary information from your litigation matter data and map it to a detailed classification system to power your organization’s case strategies?

Unlike the public records that drive currently available litigation analytics, LegalMation’s Data Analytics combines its proprietary classification reports – which provide three (3) levels of case information – with your own billing records  and case outcomes (usually in the form of settlement agreements) to provide you with deep insights into your firm’s or corporation’s own internal litigation data. With this combination of information, you can learn from your organization’s litigation history to develop strategies and budgets in ways that were not possible before.

For example, have you ever wished you had proof that a particular adversary was causing you to spend far more time and money on their cases than usual? Have you been trying to establish that you need to take a different approach with those counsel that repeatedly sue your company or your client? Have you ever wanted to know which cases are posing the most risk to your organization? LegalMation Data Analytics can quickly and easily provide insight into these and countless other questions that you have always thought were impossible to answer. By looking at how much the cases settled for, what the firm was paid for the work done on the cases, and the strength of the adversary, we can give you an idea of just how risky a particular attorney or claim can be for your organization. You can also get different perspectives by filtering the data based on the litigation classification system we have developed.

For GCs and inside counsel, would you like to have insight into your outside counsel’s performance to make more informed decisions on case assignments? LegalMation’s Data Analytics lets you compare your outside attorneys to see who is resolving cases with the highest settlement amounts yet taking the longest time to bring the matters to a conclusion. You can use these insights to determine which attorneys are most efficient, effective, and providing you the best value for the services they are delivering.

Based on the combination of data sets we use, we can even help a firm create an accurate Request for Proposal (RFP) and assist corporations in making better assessments of submitted RFPs. Using the three (3) data sets mentioned above (classification report, billing records, and case outcomes), we can show you how much time is being spent on each phase of litigation so you know what to request if you’re the one pitching for business or understand if a request is reasonable when you’ve received a pitch.

Last but not least, we’re working on ways to pull in the public records data so that you can get a true 360o view of your cases. Ultimately, you will be able to see your internal data and the public external data all in one place.

In a recent article, legal tech blogger, Ron Friedmann, said, “LegalMation’s ability to characterize matters and lawyer work means that legal professionals can now model how decisions about case strategy affect outcomes. In-house counsel, legal operations professionals, and law firm partners who manage portfolios of related litigation should be all over this. Done properly, it will improve case strategy, and for in-house lawyers, selection of outside counsel. We could even develop best practices for legal strategies.” (https://prismlegal.com/taking-legal-analytics-to-the-next-level/) We look forward to helping law firms and corporations achieve this level of control over their own internal litigation data.

What do you think of this approach? What questions would you want to answer using your organization’s own data? Drop me a line at stephanie.fox@legalmation.com and let me know.

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Platform Overview

LegalMation provides a suite of Artificial Intelligence tools to help litigation attorneys and legal professionals practice at their highest levels. Our litigation automation solutions tackle routine litigation tasks. Unlike existing template generators and form-fillers, LegalMation's ground-breaking AI system is able to dynamically produce responsive pleadings, discovery requests, discovery responses, and related documents that are tailored to the claims, allegations, and requests in the legal document uploaded, incorporating jurisdictional requirements as well as the attorney’s own style, formatting, and response strategy.

Our litigation analytics solution uncovers deep insights into our customers' own data (the data sitting underneath the surface), drilled down to granular data points, previously not possible. The impact? Our solution fundamentally transforms how cases are assigned, budgeted, settled, pitched, and much much more.

Developed by a passionate group of award-winning litigators and highly accomplished software developers, LegalMation is focused on liberating litigators to allow them to focus on more valuable tasks in their practice.

LegalMation distinguishes itself from other Artificial Intelligence products in several key aspects.:

  • LegalMation is the first Artificial Intelligence company to focus solely on using AI to automate and enhance litigation tasks.
  • LegalMation uses cutting-edge AI to power its platform and, unlike some other legal tech platforms, LegalMation requires no human involvement to generate its output.
  • LegalMation's automation solution is not a template generator, form-filler, or other Q&A-driven tool. Rather, our A.I. solutions generate actual work product--caliber drafts of legal documents comparable to that of an attorney or legal professional that only require minor editing and basic review before filing/serving. Drafting these documents from scratch often takes an associate attorney or paralegal an entire day, but our products can produce comparable high-quality drafts in mere minutes.
  • LegalMation's analytics solution, takes an entirely different approach to data analytics. Our proprietary solution ingests a company or law firm's own existing data (billing, case results, etc.) and provides deep insights down to granular levels previously not possible. Unlike publicly available statistics, we believe our customer's own data provides truly actionable insights. After all, less than 5% of case results are publicly available.
  • LegalMation’s solutions are fully customizable to our customers' needs.
  • LegalMation’s solutions are easy to use and require no computer knowledge besides how to use a mouse and keyboard. Our products are browser-based; there is nothing to download or install. The interface is simple and clean, and designed to be accessible to even the least tech-savvy. As a result, the adoption cost for integrating LegalMation to an existing organization's workflow is very, very low.

Corporate In-House Case Study

A leading global retail giant achieves significant savings on legal fees on its high-volume litigation matters using LegalMation’s Complaint Analysis tool.

The Legal Operations group of a leading global retailer with significant litigation volume across the country was searching for technology tools to increase efficiency and consistency on its litigation matters, lower its legal spend, and obtain more value from outside counsel. Working with LegalMation, the retailer identified two litigation areas with large volume where the deployment of LegalMation’s Complaint Analysis tool could have a significant impact: employment and premises liability tort litigation.

The retailer conducted a pilot of LegalMation’s Complaint Analysis tool by asking select outside counsel to run complaints through the LegalMation Complaint Analysis tool and compare the outputs to those generated by the firm’s typical workflow.  LegalMation’s Complaint Analysis tool was able to generate an answer, requests for production and interrogatories that were almost identical to those generated by outside counsel and tailored to the facts and allegations of each.

Today, this global retailer has made LegalMation an integral part of its workflow and case assignment process. When a new lawsuit is served on the retailer in one of the jurisdictions where LegalMation operates, an in-house paralegal runs the complaint through LegalMation’s Complaint Analysis tool and sends the output, consisting of an answer, requests for production, interrogatories, and other jurisdiction or firm-specific output to the selected outside counsel for the matter.  Outside counsel then bills the retailer solely for the time spent reviewing and editing this initial output which generates significant savings for the global retailer.

Challenge

  • Increasing budgetary pressure to lower outside counsel legal fees
  • Obtain more value from hours billed by outside counsel
  • Lack of consistency in work product and quality from outside counsel

Solution

  • Deploy LegalMation internally to generate initial draft responsive documents in minutes
  • Integrate LegalMation into its initial case assignment process

Results

  • Up to 80% savings on outside counsel legal fees on key early stage litigation document drafting.
  • Reallocation of outside counsel time away from process/routine work to higher value strategic tasks.
  • Increased consistency and quality in work product

Large Firm Case Study

An Am Law 100 labor and employment law firm was searching for ways to become more competitive and capture more market share

Handling over 5,000 employment related litigation matters per year across the country, the Am Law 100 law firm (the “Firm”) needed a quantifiable solution to lower its servicing costs and provide more value to its national clients. The Firm engaged in extensive testing of LegalMation’s platform across multiple offices to determine its effectiveness.

Using LegalMation’s Complaint Analysis tool, the Firm was able to reduce the attorney time spent preparing answers, affirmative defenses, and initial written discovery (requests for production, interrogatories, and other jurisdiction-specific requests) from an average of 6-8 hours per matter, to less than 1 hour (including review time by an attorney). The Firm tested LegalMation’s tools across multiple types of employment cases across various jurisdictions and concluded that the resulting draft documents were not only produced incredibly fast, but were also consistent in quality.

Today, the Firm is able to offer more competitive proposals for its volume matters, which in turn allows it to obtain additional work from national clients.

Challenge

  • Downward price pressure in high-volume, lower-exposure matters
  • Making Alternative Fee Arrangements more competitive and yet more profitable
  • Differentiate from competitors during marketing pitches
  • Lack of work product consistency from associates/paralegals

Solution

  • Integrate LegalMation into volume litigation matters in the Firm’s busiest offices

Results

  • Up to 80% time savings on key litigation tasks
  • Higher profit margins on volume matters, particularly those on AFAs
  • More distinctive marketing
  • Higher levels of associate satisfaction

SMALL LAW Firm Case Study

A high-caliber general litigation boutique reduced paralegal and associate time and money expended on key early litigation tasks by 75%+

A general litigation boutique with around 40 attorneys needed to cut costs in order to stay competitive in a very crowded local market and also sought to minimize reliance on support staff.

Using LegalMation’s platform, the boutique law firm was able to reduce the attorney (and paralegal) time spent preparing answers, initial discovery (requests for production and interrogatories), and discovery responses, including objections, from several hours per matter, to less than 1 hour (including review time by a supervising attorney). The boutique firm tested LegalMation’s Complaint Analysis tool and Discovery Analysis tool across multiple practice areas and concluded that the resulting draft documents were not only produced incredibly fast but also with consistency and quality similar to its own junior attorneys and paralegals. In particular, the boutique law frim, which did not have the luxury of a large support staff, found LegalMation’s Discovery Request tool particularly helpful in dealing with burdensome discovery requests served on its clients.

Today, the boutique law firm is able to offer more competitive proposals for its matters and through the efficiency gained by LegalMation’s platform compete against national law firms with more resources.

Challenge

  • Downward price pressure due to a crowded local market
  • Limited associate/paralegal resources to handle routine drafting tasks
  • Compete against national law firms with more resources
  • Differentiate from competitors during marketing pitches
  • Lack of work product consistency from associates/paralegals

Solution

  • Deploy LegalMation’s Complaint Analysis tool to generate initial draft responsive pleadings, and the Discovery Analysis tool to quickly generate shells and responsive objections throughout the life of a case

Results

  • 70-85% time savings on key litigation tasks
  • Higher profit margins on volume matters, particularly those on AFAs
  • More distinctive marketing
  • Higher levels of associate satisfaction
  • Reduced staff overtime
 

Success Story

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John Smith,
Company Name
James M. Lee
Co-Founder & CEO

James M. Lee is co-founder and CEO of LegalMation. He is a founding partner of LTL Attorneys LLP, a nationally recognized litigation boutique. As an experienced litigator, he has tried numerous cases in federal and state courts. He has been recognized as a top business litigator by various legal publications including the National Law Journal. James has served as lead counsel to a number of Fortune and multinational clients including Wal-Mart, Thomson Reuters, Symantec, and VIZIO. He was formerly associated with litigation powerhouse Quinn Emanuel before co-founding LTL Attorneys. He is a frequent and noted speaker and commentator in the field of AI and innovations in the field of law. He received his J.D. from Stanford Law School, and his B.S. from the University of Southern California. At LegalMation, James serves as the key driver of the Company’s vision and strategy.

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Insurance COMPANY Case Study

A national insurance carrier achieves significant savings on its high-volume, low exposure litigation matters through its adoption of LegalMation’s Complaint Analysis tool

A national insurance carrier with significant litigation volume across the country for its insureds, was searching for technology, tools, and processes to increase efficiency on its litigation matters to lower its litigation costs. This national insurance carrier partnered with LegalMation to identify an area of litigation where LegalMation could have a significant and immediate impact and decided to deploy LegalMation’s Complaint Analysis tool for all of its third-party motor vehicle tort litigation.

LegalMation worked closely with the national insurance carrier to customize the output from its platform to generate documents that mirrored the current output of the national insurance carrier’s attorneys and paralegals.  LegalMation was able to automate the creation of an answer, requests for production of documents, interrogatories, requests for admissions, and deposition notices, all tailored to the facts and allegations of each complaint and almost indistinguishable from those manually created by the insurance company’s attorneys and paralegals.  LegalMation was able to generate this output in 2-3 minutes—a significant time savings over the insurance company’s prior practice for generating this output.

Following a pilot program consisting of processing all of its complaints for a single jurisdiction through LegalMation, the national insurance company made LegalMation an integral part of its workflow for all jurisdictions where LegalMation currently operates. In these jurisdictions, when a new motor vehicle-related lawsuit is served on the insurance company or its insureds, the assigned counsel or paralegal runs the complaint through the LegalMation Complaint Analysis tool, downloads the initial outputs, which are then reviewed by the attorney or paralegal and finalized, all within a few minutes.

Challenge

  • Increasing budgetary pressure to lower legal spend on defense of insureds
  • Obtain more value from staff counsel
  • Reduce legal secretary/paralegal overtime

Solution

  • Deploy LegalMation internally so staff/captive counsel can generate initial response draft documents in minutes

Results

  • Up to 80% time savings on key litigation tasks
  • Reallocation of staff/captive counsel time away from process/volume work to higher value strategic tasks
  • Increased consistency and quality in work product

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