White Papers

This page contains a range of resources - from White Papers to ways to integrate Summation with other programs - available for users to extend the use of their Summation product(s). Contact us to make a white paper request.

Industry White Papers:

Missing Children in the Digital Mall: Maintaining Email Messages and their Attachments
In light of the PSEG decision and the prevalence of avoidable electronic production errors, awareness of the appropriate tools has become as important as the law itself to the survival of a case. CT Summation solutions maintain the parent-child relationship between email messages and their attachments, empowering attorneys to avoid being the casualties of inadequate productions.
Download this paper (PDF - 76 KB)

Litigation Cost Control Through Systemic Processing
The recent release of the Federal Rules of Civil Procedure (FRCP) has brought electronic discovery to the mainstream of litigation. With highly published bad experiences including large sanctions, cost sharing orders and a largely unknown and untested judiciary, fear of uncontrollable costs has become the order of the day. The recent update of the FRCP is now driving electronic discovery requirements down to the mid-size and even small law firms. As a result, electronic discovery will eventually become standardized by the industry but it is far from being a commodity today.
Download this paper (PDF - 1.06 MB)

Instant Hillmon?
The 1892 Mutual Life Ins. Co. v. Hillmon case created the doctrine that a statement of future intent may be admitted as evidence that he later did it. This enjoys special application today in light of electronic communications empowering people to communicate with lightening speed over email, text messages, and other instant communications.
Download this paper (PDF - 150 KB)

e-Admissibility: The Next Step Beyond e-Discovery
Today, litigators hide from the specter of electronic evidence. Questions of how to gather digital evidence and how such evidence will meet traditional requirements of admissibility in court loom in the minds of today’s trial attorneys. The new Federal Rules of Civil Procedure further begged the question of admissibility: how does one guarantee the authenticity and reliability of something intangible?

Federal Rule of Civil Procedure Rule 34(a) defines “electronically stored information” (ESI) as “data compilations stored in any medium that can be translated into a reasonably useable form.” This information can take various shapes and forms, including voice mail, instant messages, email or cellular phone text messages. Moreover, ESI can be found in unusual places, like thumb drives, MP3 players and portable phones.

A seasoned trial attorney may find herself asking, “how do you admit a thumb drive as a trial exhibit?” The quandary of how to admit this ocean of electronic evidence into court introduces us to the world of e-Admissibility.
Download this paper (PDF - 150 KB)

The Rising Tide - The Flood of Electronic Litigation
This paper will look at the evolving changes in e-Discovery attorneys are now facing including voice mail and less obvious forms of electronic information. This document will explore technology solutions provided by CT Summation and will offer new strategies in today’s modern lawsuit.
Download this paper (PDF - 112 KB)

Your e-Discovery Motto: Be Prepared for the 26(f) Conference
The 2006 changes of the Federal Rules of Civil Procedure regarding e-Discovery pushed many lawyers reluctantly into the digital age. Many legal professionals still struggle to comprehend the meaning of the Rules and how to comply with them. With a little preparation and education, however, you can use the rules to gain a major advantage over your opponents. This article will show you how to achieve that advantage in the context of the new Rule 26(f) pre-trial e-Discovery conference.
Download this paper (PDF - 84 KB)

Organized Efficient & Connected; Using CT Summation to Transform your Law Practice and Prepare for the E-Discovery Era
This article will discuss the practical and legal reasons your firm needs an organized system to cope with the Amended FRCP and suggest ways in which you can implement that system to save time and money.
Download this paper (PDF - 112 KB)

Product Support White Papers:

Summation's Integrated Architecture
How the Summation litigation support products and the CaseVault litigation support hosting service can work together to provide access to case information from anywhere, at anytime, and in any situation. The three products can be used by a firm to host case data in-house and provide access to both local and remote users, or to host case data with a third-party service and provide remote access with a browser.
Download this paper (PDF - 578 KB)

A Complete List of DII Tokens
A complete list of DII tokens used in CT Summation Enterprise and the CT Summation Blaze LG product family. It includes, but is not limited to, all tokens that handle the importing of eDiscovery into CT Summation using a DII file.
Download this paper (PDF - 271 KB)

Summation Production Tools (Or Taking Pain Out Of Document Productions)
Written by Jon B. Sigerman, Esq., president of Summation Legal Technologies, this white paper is intended to provide an overview of Summation’s production tools (new in Version 2) using a simple document production request hypothetical. Application of this Summation tool set is not restricted to document productions. The system can be used for creating sequentially numbered deposition or trial exhibits, numbered sets for use in an in camera proceeding, privilege log archives, and more.
Download this paper (PDF - 2.2 MB)

CopyCase - The Push Paradigm
Detailed instructions on the uses of CopyCase describing a typical scenario in which an attorney has a copy of the case on the firm’s network, on her laptop, and must also deliver the case to an expert witness.
Download this paper (PDF - 1.2 MB)

Using Summation's Merge Utility
An overview of Summation's merge utility. This document outlines the options available and possible end results when running the merge utility within the Summation system.
Download this paper (PDF - 270 KB)

Searching in Summation
An overivew of the different ways to search case data in Summation.
Download this paper (PDF - 240 KB)

iBlaze and CaseVault Interactions
The use ofSummation iBlaze in conjuction with the CaseVault document repository provides an elegant solution that offers the benefits of the online world and the reliability and additional functionality of the offline world. This white paper provides an overview of how to view, edit, and search document collections and transcripts stored at CaseVault. It also describes how to upload transcripts and Briefcased record sets to your CaseVault repository.
Download this paper (PDF - 244 KB)

Adding Images in Summation
This white paper provides instructions on how to add images to a Summation database using either: 1) a DII file; 2) using the Add/Edit Image dialog; and 3) using drag and drop. A comprehensive description of DII syntax and its components is included.
Download this paper (PDF - 480 KB)

Summation Blaze LG/iBlaze Feature Demonstrations
Check out our online feature demos of the Summation Blaze LG Family. You must have the free Flash plug-in installed in order to view the demo. To download a free copy of Flash go to the Macromedia Flash Player Download Center.
View Demonstrations (Flash)

Third Party White Papers:

Sanction II - LG/iBlaze Integration
Sanction II's new iBlaze integration gives iBlaze users powerful data transfer and integration capabilities. Gives LG/iBlaze users seamless use of Sanction II's powerful multimedia capability.
Download this paper

inData’s TrialDirector Suite and Summation’s iBlaze 2.0: A history of tight integration raises the bar again
With the introduction of Summation iBlaze 2.0, a new higher level of integration is possible with the inData TrialDirector Suite. Historically, Summation has always linked to the inData TrialDirector Suite, allowing users to easily transfer case data from the discovery phase into the trial phase. Summation iBlaze permits us to take the linking of the two products a step further offering a more complete integration.
Download this paper (PDF - 1.1 MB)

CaseMap/Summation Linker
CaseMap has created "Send to CaseMap" Linkers for Summation. There are two versions of the CaseMap/Summation Linker: The first requires CaseMap 3.5 – CaseMap 4.0. The second, and more sophisticated, CaseMap/Summation Linker requires CaseMap 4.5 or higher.
Download this paper

Summation disclaims any liability or responsibility for resources we post from third parties. No warranties or representations shall be created by any resources or papers posted on this page.

Info for Service Bureaus:

Options for Integrating EDD Data in a DII File
Service Bureaus have many options for delivering processed eDiscovery (email and electronic documents) into Summation. The following links are to White Papers that detail new DII load file options. The White Papers are intended to help service bureaus adapt or create their own export utilities, or better use those contained in leading eDiscovery processing software, to create DII files for their clients who are using Summation.

Class 1 – Converted Image & Text + Family Summary DocID’s:
The class I DII file corresponds to the scanned paper paradigm used by many service bureaus for processing eDiscovery. In addition to image information, the service bureau adds parent and attachment Bates numbers to the DII record. This enables the Summation end-user to track family summary information – attachments related to the parent email and vice versa.
More...

Class 2 – Native Files:
The Class II DII file is used to load email and electronic documents as “eDocs & eMail” in Summation. When faced with large volume electronic discovery disputes, some judges and magistrates have suggested a preference for electronic document productions as searchable native files. At the same time, they have expressed resistance to converting native files to images due to the cost and resulting information loss, such as inability to search a tiff file. As with the Class I files, email family relationships are tracked.
More...

Class 3 – Combined Native + Converted:
The Class III DII file is the combination of Class I and Class II load file information. A Class 3 DII files combines the benefits of Class 2 native file review with Class 1 large volume conversion economy for redaction and trial presentation purposes.
More...