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“Michael Arkfeld on Legal Holds” Webinar on February 26 Discusses Impact of Judge Scheindlin’s Latest OpinionTitle: D4, LLC and Legal Hold Pro Present “Michael Arkfeld on Legal Holds: Understanding Judge Scheindlin’s Pension Committee Opinion” Date: Friday, February 26, 2010 Time: 1 p.m. EST Description: The one-hour program features Michael Arkfeld, Esq., author of Arkfeld on Electronic Discovery and Evidence and Arkfeld’s Best Practices Guide for Litigation Readiness and Hold, for a discussion of the impact of U.S. District Judge Shira Scheindlin’s recent Pension Committee of Montreal v. Banc of America Securities opinion. Co-hosting the event will be Joshua Gilliland, Professional Development Manager, D4, and Brad Harris, Director of Legal Products, Zapproved. Registration: http://admin.acrobat.com/_a1005762029/e91176752/event/registration.html (Space is limited, reservation recommended) Presenter: Michael R. Arkfeld is considered one of the leading experts in the field of electronic document retention, discovery, production and admissibility of electronic information. Michael is the author of multiple books on law and electronic evidence, including Arkfeld on Electronic Discovery and Evidence, eDiscovery Best Practices Guides and The Digital Practice of Law, along with numerous articles on technology and the practice of law. Mr. Arkfeld was a trial litigator for over 30 years and has been a primary organizer for many law related technology conferences in the United States and a presenter at over 200 conferences, seminars and training sessions. About D4, LLC D4, LLC provides professional, defensible, and cost-effective solutions for digital forensics and electronically stored information (“ESI”) collections. D4 also provides e-Discovery solutions such as case hosting and processing of e-Discovery, including data identification, preservation, collection, data reduction & analytics, pre-review, ESI processing, hosted web review, and production services. For more on D4, please visit www.d4discovery.com. Prism Litigation Technology Engages with Zapproved to Offer Legal Hold Pro™ as a Way to Lower Clients’ Litigation RiskPortland, Ore., February 16, 2010 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform that adds accountability to business communications, and Prism Litigation Technology, Inc. announced today a partnership agreement to offer Legal Hold Pro to Prism’s extensive client base. Prism will utilize Legal Hold Pro, the industry’s first pure cloud-based system for managing custodian notification and compliance for legal holds, as a system to enable their corporate and law firm clients to implement effective and defensible litigation holds from initial notification through custodian interviews. Chicago-based Prism Litigation Technology has clients across the United States. The firm has established a strong reputation in the legal industry through its full range of litigation support and e-discovery consulting services. Prism handles all phases of the litigation process with its expert staff that includes attorneys, paralegals, litigation support managers and technical personnel. “Since Judge Scheindlin issued the Pension Committee opinion last month where she clearly stated how the failure to issue a written legal hold will inevitably lead to spoliation and therefore gross negligence, we are finding a critical need among our clients for a more effective approach for managing legal holds,” said Mandi Ross, CEO and Managing Director of Prism Litigation Technology. “Legal Hold Pro is unique in meeting this need by providing a defensible system that is fast to deploy and easy to maintain, while ensuring best practices that readily reduce cost and mitigate risk.” “Prism has grown because the firm delivers a unique blend of cutting edge technology and in-depth legal expertise. We are pleased to partner with Mandi’s team to ensure Prism clients can immediately respond to a duty to preserve without the hassle or delay of deploying costly enterprise software,” said Monica Enand, President and CEO of Zapproved. To learn more about Legal Hold Pro, visit www.legalholdpro.com and watch a two-minute introductory video that highlights how the product automates the legal hold notification process. About Prism Litigation Technology, Inc. Prism is changing the way legal technology is implemented across corporate legal departments and outside counsel. Our unique business model and legal expertise have earned a reputation as a one-of-a-kind litigation consulting company. With a core focus on “best practices” and “best of breed” technology solutions surrounding the management of evidence from pre-discovery through trial, our success lies in our ability to support the entire Electronic Discovery Reference Model. For more on Prism, please visit www.prismlit.com. Zapproved Expands the E-Discovery Preservation Workflow in Legal Hold Pro with New Custodian Interview FeatureNew York, February 1, 2010 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform that adds accountability to business communications, announced today at LegalTech the release of a new capability for creating, managing and recording custodian interviews as part of its Legal Hold Pro tool. Legal Hold Pro is the first pure cloud-based system for managing legal hold notifications in compliance with legal best practices. Legal Hold Pro’s automated legal hold management process ensures a precise and complete compliance audit trail and a highly efficient preservation workflow. The new custodian interview feature is available now and enables legal teams to both validate their preservation efforts and ready their collection efforts by recording interview responses. Such interviews can then serve as a foundation for gathering responsive electronically stored information (“ESI”) and documents. By managing the custodian interview process in Legal Hold Pro, users will lower their litigation risk, improve efficiency and enhance defensibility through a predictable and repeatable litigation hold process. When initiating a litigation hold, counsel and litigation support teams create an online questionnaire for custodians to complete as part of the response process. The survey can be configured with either multiple choice or open-ended questions. All custodial responses are automatically tracked and added to the audit trail of the preservation notice. “By extending Legal Hold Pro to include management of the custodian interview, counsel can now more efficiently solicit and record critical information early on from custodians,” said Brad Harris, Director of Legal Products for Zapproved. “This feature was developed in concert with our user community and shows the advantages of a SaaS tool because we can rapidly roll out new features in weeks based on direct customer feedback.” The Legal Hold Pro service is available on a monthly subscription basis starting as low as $150 per month. There is no long-term commitment required to start using the system, since data can be exported at any time. Zapproved is also making the service available to organizations for unlimited use with annual subscription pricing. To see a demonstration of Legal Hold Pro at LegalTech in New York February 1-3, visit Booth 320. To schedule a time to view a demonstration, send an email to info@legalholdpro.com or call (888) 376-0666. Portland Office of the City Attorney Selects Legal Hold Pro to Manage High Volume of Litigation Holds Across Multiple BureausPortland, Ore. February 1, 2010 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform that adds accountability to business communications, announced today that the Office of the City Attorney in Portland has chosen Legal Hold Pro to manage litigation hold notification and compliance tracking for the City Government. As a SaaS-based tool, the City Attorney’s Office is able to rapidly roll out Legal Hold Pro because no software installation or configuration is necessary. The Office of the City Attorney has a staff of more than 50, including 34 attorneys and more than 21 paralegals and legal assistants. The City Attorney’s Office handles all litigation that involves the city and its bureaus. This broad scope of responsibility leads to a high number of legal holds being issued regularly and requires a thorough system for management and compliance. The Legal Hold Pro system will be used jointly by the staff of the City Attorney’s Office and Portland’s Risk Management Division to improve compliance and tracking of litigation preservation notices. “Our office handles cases for the entire city government so we frequently need to issue holds across multiple departments and bureaus,” said Linda Meng, Portland’s City Attorney. “We anticipate that Legal Hold Pro will help us to better manage our high volume of legal holds while reducing our expenses through improved efficiency. We believe it will enable our attorneys, risk managers and records managers to collaborate and ultimately lower our risk.” A legal hold, or litigation preservation hold, is an action taken by an organization to prevent alteration or destruction of data and documents that may be relevant to a lawsuit or governmental investigation. Failure to properly implement a legal hold by sending timely notifications to custodians of information and tracking their acknowledgment and compliance can jeopardize a case and lead to sanctions by the courts. “Having an opportunity to collaborate with the Portland City Attorney’s Office allows us to show the efficacy of Legal Hold Pro in a public agency,” said Monica Enand, President and CEO of Zapproved. “We see the public sector at all levels as natural customers for our SaaS-based system due to productivity enhancements and ease of implementation.” Legal Hold Pro is the first pure cloud-based system for managing custodian notification and compliance for legal holds. The system’s automated process ensures a precise and complete compliance audit trail and a highly efficient preservation workflow. Legal Hold Pro reduces risk in litigation by tracking every action in detail while enabling best practices by making issuing and refreshing legal holds a simple process. When compared with labor-intensive manual processes, the system reduces errors and the actions needed to manage and track compliance activities. For more information about Legal Hold Pro, visit www.legalholdpro.com, send an email to info@legalholdpro.com or call (888) 376-0666. D4, LLC Partners with Zapproved to Extend E-Discovery Services with Cloud-based Legal Hold Pro™New York, February 1, 2010 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform that adds accountability to business communications, and D4, LLC announced today at LegalTech that the two companies have signed an agreement to form a strategic partnership for D4 to promote Legal Hold Pro, the industry’s first pure cloud-based system for managing custodian notification and compliance for legal holds. D4 is rapidly emerging as a leader in e-discovery services with its multi-phase approach to e-discovery and experience with state-of-the-art forensic tools. Legal Hold Pro meets a critical need for many of their clients by providing them with an effective litigation hold management system. The cloud-based system can be used immediately by D4’s clients because there is no software to install and it requires minimal training. “We see a strong need in the market for Legal Hold Pro because companies are becoming increasingly aware, as case law has evolved this past year, of the critical importance of effective legal hold notification,” said John Holland, CEO of D4 LLC. “We rigorously vet technology and strive to provide best-in-class solutions for our clients. Through our vetting process we’ve been very impressed with the quality and design of Zapproved’s product which is thorough and easy to implement.” “D4 offers a broad range of excellent e-discovery technologies and expertise and we are pleased to have them as a partner that understands the importance of a sound legal hold process,” said Monica Enand, President and CEO of Zapproved. “Our Legal Hold Pro product coupled with their experience and customer focus is an ideal match.” D4 is headquartered in Rochester, New York, and has offices across the country including New York, Buffalo, Charlotte, Tampa, Lincoln, Neb., Denver and San Jose. The company’s Smarter Discovery™ approach leverages today's best technologies and brings clarity to e-discovery cases while avoiding a deluge of irrelevant data and excessive costs. D4 will be displaying Legal Hold Pro at Legal Tech New York in Booth 320. Please call D4 at (800) 410-7066 to schedule a meeting or to find out more about Legal Hold Pro. To learn more about Legal Hold Pro, visit www.legalholdpro.com and read about the online system and watch a two-minute introductory video. About D4, LLC D4, LLC provides professional, defensible, and cost-effective solutions for digital forensics and electronically stored information (“ESI”) collections. D4 also provides e-Discovery solutions such as case hosting and processing of e-Discovery, including data identification, preservation, collection, data reduction & analytics, pre-review, ESI processing, hosted web review, and production services. For more on D4, please visit www.d4discovery.com. Zapproved Publishes In-Depth Analysis of Judge Scheindlin’s “Pension Committee” Opinion and Its Impact on Legal Hold ProcessesClick here to view PDF of this release.
On January 11, 2010, Judge Shira Scheindlin issued an opinion in The Pension Committee v. Banc of America Securities case that strongly affirms the need for organizations to issue written litigation hold notices as part of a robust litigation hold processes. Following Judge Scheindlin’s seminal Zubulake opinions in 2004, this blockbuster 89-page opinion revisits many of the issues around legal preservation. The opinion concentrates on the weaknesses of the legal hold efforts of the plaintiffs in the $550 million securities litigation. Among the key rulings by Judge Scheindlin is that “the failure to issue a written hold constitutes gross negligence because that failure is likely to result in the destruction of relevant information.” (p.36) “This is clearly a landmark opinion and since it was issued I have been receiving a lot of calls seeking an interpretation of the opinion,” said Jablonski, co-author of 7 Steps for Legal Holds of ESI and Other Documents (ARMA, 2009). “We worked extremely hard over the last two weeks to conduct a thorough analysis which we believe will serve as a guidepost to help corporations and others understand the real world implications of The Pension Committee opinion. The report includes a checklist of legal hold duties created or discussed by the opinion and recent cases that corporations and their lawyers can review to help meet the litigation hold expectations of the modern court.” “John and I wanted to go beyond a play-by-play of Judge Scheindlin’s opinion and illustrate how this case will impact in-house legal teams and outside counsel,” said Harris. “Judge Scheindlin effectively redefined the ‘contemporary standard’ of litigation holds so we felt it was imperative to communicate that to the legal community immediately.” At the upcoming LegalTech show in New York at the Hilton New York from February 1-3, 2010, complimentary printed copies of the report will be available while supplies last in Booth #320 where Zapproved will be demonstrating its Legal Hold Pro product. John Jablonski will present on Monday, February 1, at 4 p.m. at LegalTech and will discuss The Pension Committee opinion in the course of that session about legal holds. For further comment on the decision or the state of legal hold requirements in the United States, contact attorney John Jablonski at (716) 566-5469 or send an email to jjablonski@goldbergsegalla.com. For more information about Legal Hold Pro, visit www.legalholdpro.com or send an email to info@legalholdpro.com. ADVISORY: “12 Myths about Legal Holds” Webinar on January 26 Examines Legal Holds from Zubulake to Judge Scheindlin’s Latest Opinion
Date: Tuesday, January 26, 2010 Time: 2 p.m. EST Description: The one-hour program, co-presented by John Jablonski and Brad Harris, will examine common misconceptions about legal holds using recent case law, including an analysis of U.S. District Judge Scheindlin’s recent Pension Committee v. Banc of America Securities opinion. Registration: http://www.legalholdpro.com/myths (Space is limited, reservation recommended) Presenters:
For more information about Legal Hold Pro, visit www.legalholdpro.com or send an email to info@legalholdpro.com. Zapproved Publishes “12 Myths about Legal Holds,”
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Portland, Ore. January 29, 2010 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform
that adds accountability to business communications, announced today that it has released “The Pension Committee
Opinion: Judge Scheindlin’s Call to Action for Effective Legal Holds.” The in-depth analysis was authored by Brad
Harris, Director of Legal Products for Zapproved, and legal hold expert, John Jablonski, Partner at Goldberg
Segalla LLP. The analysis interprets the opinion and its practical effect on the duty to preserve evidence in
the United States and the contemporary standard for litigation hold processes developed by courts over the last
few years. The 14-page paper, part of the Legal Hold Pro™ Signature Series, is available immediately at no cost
at 
Title: Legal Hold Pro Presents: “12 Myths about Legal Holds”
Portland, Ore. January 11, 2010 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform that adds accountability to business
communications, announced today that it has released a new white paper titled “12 Myths about Legal Holds” authored by Brad Harris, the company’s new
Director of Legal Products. The first paper in the Legal Hold Pro™ Signature Series is available immediately at no cost at
Portland, Ore. January 5, 2010- Zapproved Inc., a Software-as-a-Service (SaaS)
provider with a platform that adds accountability to business communications, announced today that Brad Harris has joined the company as Director of
Legal Products.
Portland, Ore. December 14, 2009 – Zapproved Inc., a Software-as-a-Service (SaaS) provider with a platform that adds accountability to business
communications, announced today that John Christiansen joined the company as Vice President of Sales.