The most celebrated document database software of recent years has been kCura's Relativity. Today, I attended kCura's roadshow in New York City. While there I saw a demonstration of Relativity's Scout feature, which facilitates data collection by connecting directly to custodians' computers, and acessing information on emails through Microsoft Exchange and Office 365 prior to the actual collection process. Keep in mind this new approach for data review prior to importing gigabytes into a review platform.



There is an entire industry devoted to the destruction of electronic data and other information. Review the standards of the National Association for Information Destruction for certifying that information has been destroyed. Know when you or your client is required to destroy information because of legal or administrative requirements:

1. The Fair and Accurate Credit Transactions Act of 2003 sets guidelines for the destruction of consumer data.

2. Penalties may be assessed under HIPAA for the failure to destory Protected Health Informatoin (PHI)

3. Major credit card companies formed the Payment Card Industry (PCI) Security Standards Council, which sets standards for when data on credit card accounts must be deleted to protect against identify theft.

See NAID's web site at: http://www.naidonline.org/nitl/en/cert/history-purpose.html


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Many people are familiar with Excel's VLOOKUP formula which can be used to add data to a spreadsheet when you have a control number or other reference point that appears in another data source. It looks like this:

=VLOOKUP(A2,Sheet2!$A$1:$Z$10000,2,FALSE)

So if you have a value in column A on worksheet 1 [=VLOOKUP(A1], that also appears in a table of different data on worksheet 2, [Sheet2!$A$1:$Z$10000] this formula (in the above example) will search for the exact value in column A of worksheet 2 [,FALSE)] , and then pull the entry in second column [,2].

If you change the 'A1' at the beginning of the formula to '$A1', then when you pull the formula to the right in Excel using CTRL + R, or the fill handle, the reference to the control number will stay the same but the reference to the column in worksheet 2 will not change to get the data from the adjoining column. The formula still gives you a copy of what was in the first column you entered it in. If you want to pull data from a lot of columns on worksheet 2 it can be time consuming to update the formula in each column.

Instead of manually changing the numbers, try this hack:

=VLOOKUP($A$1,Sheet2!$A$1:$Z$1000,COLUMN(B1),FALSE)

Then when you fill the next column with this formula, 'COLUMN(B1)' will automatically change to 'COLUMN(C1)', and you'll get data from the next column on worksheet2


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