Posts By :

Salana Yarger

Answer the Unknown Challenges of eDiscovery Review

When it comes to document review in electronic discovery, choosing a solution can be a daunting task. To make an informed decision, you need to know what challenges await you and how to overcome them. 

The three biggest challenges to address when looking for a document review platform are:

  • Security
  • Volume 
  • Cost

By better understanding these challenges and their impact on your operations and bottom line, you’ll be in a better position to choose the best eDiscovery software solution for your business.

Is My eDiscovery Data Safe and Protected?

The benefits of storing eDiscovery data in the cloud are many but, digital security and remote access top the list of concerns among legal teams and legal service providers (LSPs) for these reasons:

  • Lack of control over their data
  • Concerns about handing data over to a third party
  • Worried about their data integrity

Utilizing a company dependent on public cloud solutions like Azure or AWS, means you can’t specifically tell your client where your data actually is as it can be stored across multiple cloud locations.

Another topic, more relevant since the COVID-19 pandemic, is security for remote document review. Creating additional access points can cause worry about your network being vulnerable to data breaches.

Can My eDiscovery Software Handle the Volume and Variety of Records?

Investigations and litigation can create a lot of digital records, often soaring into the terabytes. This is compounded by the variety of digital records being used as evidence in legal proceedings, including:

  • Emails
  • Instant messages
  • Digital images
  • Videos
  • Audio files
  • Text messages
  • Social media posts
  • Websites

This volume and variety of data can have a detrimental impact on your operation if you don’t have the digital space to process or store it all. 

The more documents you have, the more infrastructure you need to support it. This can compromise your software performance which could affect your ability to navigate, search, report, export, or produce required information, in a timely manner.

If that happens, new eDiscovery projects could be delayed or canceled outright while you complete your current project. Delays could also lead to missed deadlines which could cause your clients to be sanctioned or fined by the courts.

Are eDiscovery Tools Cost-Effective?

Simply put, some eDiscovery software can be expensive. Many include a lot of features and functionality you may not even need but, you are charged generously for it. 

When looking for an eDiscovery solution, it is important to take the following into consideration in order to get the most cost-effective solution:

  • Is the pricing flexible, allowing you to pay only for what you need?
  • How much archived data is stored on the cloud vs. on-prem? Often a hybrid solution will provide you with the most cost savings. 
  • What support is included within your contract? In order to reap the most cost-saving benefits, it’s important to have your team well-versed in the eDiscovery tool.

The eDiscovery Solution – CloudNine Review

Secure, powerful, and cost-effective, CloudNine Review simplifies eDiscovery enabling you to upload documents quickly and to begin reviewing data within minutes. 

CloudNine Review utilizes a private cloud environment so you know where your data is at all times, giving you better audit controls and the assurance your data is intact. To protect client data, CloudNine cybersecurity safeguards are always up-to-date and constantly monitored.

Another safeguard to protect your data on the CloudNine platform are access controls allowing only authorized staff to review specific documents:

  • User-based permissions
  • Project-based rights
  • Document-level rights

By utilizing our private cloud platform, you have access to all of your data anywhere, anytime, without having to log into your network VPN. 

Also, CloudNine Review carries greater bandwidth so you’re able to get your data much faster. As an example, the first day for a new project can look like this:

  • Registered online and began uploading data
  • Uploaded 27 GB of PST email files
  • Processed 300,000 documents (emails and attachments)
  • A reduced document set by 61% with deduplication and irrelevant domain filtering

Imagine being able to accomplish all of that in just the first 24 hours. 

The best part is you get what you pay for. CloudNine’s transparent pricing model includes multiple pricing methodologies so you’re never caught off-guard.

Beginning with a predictable upfront cost and low storage fees, CloudNine pricing models are designed to keep your costs down while providing the essential services you need.  To learn about our flexible pricing options, click here to speak to one of our eDiscovery experts.

  • All-in Model – one ‘all-in’ price with no hourly rates for self-service
  • Flex Model – low monthly storage costs for long-running litigation

Plus, you only pay for what you use if your case ends or becomes dormant. Older, dormant case data can be archived and saved at your own location using CloudNine Concordance to help you keep costs low and your data safely archived for the future. 

Focusing on speed, security, simplicity, and services, CloudNine is dedicated to empowering our law firm and LSP clients with proven eDiscovery software solutions for litigation, investigations, and audits. 

Ready to try it out for yourself?  Request a free demo and see how CloudNine can help you.

CloudNine Launches Discovery Portal to Provide a Powerful Connector for Interoperability Across the eDiscovery Ecosystem

New platform enables seamless workflow between CloudNine technologies and integrated third-party providers

HOUSTON – May 4, 2021 – Today, eDiscovery technology leader CloudNine announced the release of Discovery Portal, a powerful new integration platform facilitating the interoperability of eDiscovery technologies across the EDRM spectrum. The CloudNine Discovery Portal provides a seamless connector between cloud and on-premise solutions, including CloudNine’s existing suite of eDiscovery software and third-party review products. The launch of Discovery Portal will empower legal and eDiscovery professionals to accelerate their discovery projects, safely and efficiently through a single, secure platform.

Integrations through Discovery Portal move data quickly and effectively across multiple platforms. Discovery Portal integrates on-premise CloudNine Explore™ to Relativity, enabling users to export data from Explore into Relativity automatically without manual exports and imports. Discovery Portal enables seamless transfer of clients’ native data to CloudNine Explore Cloud for processing, early case assessment (ECA), and loading to CloudNine Review™. Additionally, Discovery Portal enables transfers from CloudNine LAW™ to CloudNine Review, and from CloudNine Concordance® to CloudNine Review.

As a native file processing engine for ECA, Explore can process, search and filter data in place, without expansion and export data to Relativity via Discovery Portal. Since Explore’s data indexing mirrors the structure of Relativity’s destination folders, the data remains uniform and easy to find. As reported by many Explore customers, the efficiency and speed of the software provides significant cost and time savings over their previous processing resource by omitting irrelevant data production or running risks of producing privileged data.

“Explore’s data processing is faster and less expensive than other solutions and now, with the Discovery Portal integration, we can export seamlessly and directly from Explore to Relativity with unprecedented efficiency,” remarked Tony DeVito, Sr. Project Manager, eDiscovery at IST Management Services, an eDiscovery and litigation support services company managing large litigation matters for law firms and corporate legal departments. “In just our first few weeks using the Explore/Relativity integrated solution with Discovery Portal, IST has processed several million documents faster, more accurately, and at a lower cost. Collaborating with CloudNine on this project has been a great experience. The CloudNine team is refreshingly responsive, receptive and confident. They listen to our requests and do not stop until they produce the results we need.”

Discovery Portal also allows users to transfer exports from CloudNine LAW processing, imaging and production software to CloudNine Review with a few clicks. Users can transfer their processed, exported data or transfer an export based on a filtered set of documents responsive to a search. Discovery Portal reduces steps and manual hand-offs when advancing responsive data from LAW to CloudNine Review.

Discovery Portal also provides capability to advance data from CloudNine Concordance to CloudNine Review. Concordance is a great tool for reviewing and producing documents. However, if a case requires access by several external parties or otherwise exceeds Concordance’s capacity, Discovery Portal offers a pathway to transfer a Concordance export to CloudNine Review. Then, the data will be available to any authorized user with an internet connection.

“Discovery Portal is a substantial breakthrough which will have a direct, positive impact on our clients who move data between technologies,” said Jacob Hesse, VP of Product at CloudNine. “Our development team has done amazing work to increase the speed, accuracy and performance of Discovery Portal and our products like CloudNine’s Explore, LAW, Concordance and Review. Discovery Portal will create tremendous time and cost savings for our clients and partners.”

Find out more about CloudNine’s company, team, technology and career opportunities at or email

About CloudNine Discovery: Every day, our customers including corporations, law firms, government agencies, and legal service providers answer their most pressing eDiscovery questions using CloudNine applications. By offering CloudNine Collection Manager™, Data Wrangler™, Discovery Portal™, Explore™, Review™, LAW™, and Concordance® as individual or comprehensive and integrated solutions, hosted and on-premises, CloudNine delivers market-leading flexibility and performance.

For more information, contact:
Jacob Hesse, VP of Product at CloudNine


Working with CloudNine Explore and PST Attachments

#Did You Know: Yes, users really DO attach PSTs to emails!  When examining your early case data, you need complete content visibility including the multiple layers of PST and OST attachments within email containers.

Older processing engines have trouble extracting certain archive containers especially when those containers have PSTs and OSTs attached to emails.  In these cases, the processing may skip over the attached email container or record it as an error.

CloudNine Explore fully expands the data container, without creating duplicate files to process its contents in full, including multi-layered PST and OST files.

A custodian creates a PST file containing several dozen messages about a particular topic and emails it to a co-worker.

Earlier processing engines could process the email sent to the co-worker but could not expand the attached PST to process its contents without requiring a separate and manual process.


Visual example of a PST file in a Zip file, with a PST attachment:


Explore uses the newest extraction technologies to fully expand the attached PST and collect the metadata and emails contained within.  The manual processes are not necessary, and the data is fully expanded and available for searching and review.


Example display of extracted email and metadata within Explore:

Have the assurance of a thorough early case assessment to find hidden or multi-layered files with CloudNine Explore.

Learn how to automate your eDiscovery with the legal industry’s most powerful processing and early case assessment tool.  Click the button below to schedule a demo with a CloudNine eDiscovery specialist.

Export Review Documents Using Self-Serve Productions

#DidYouKnow: You can export your own documents for production from CloudNine Review, with or without support from the CloudNine Client Services team?


Document production sizes can range from one document to tens or even hundreds of thousands of documents.

Some platforms require legal teams to work with their project managers to coordinate productions, regardless of size or complexity. This can lead to delays and risk as instructions are handed off to teams, unfamiliar with the case.


Self-service productions provide complete project control with 24×7 access to export case documents independently.

  • Control your data to ensure important, relevant documents are not missed.
  • Control your project cost by paying only for what you need and, nothing you don’t.

CloudNine Review empowers clients to export documents themselves, including native files and emails, searchable text, and static images of documents containing confidential language, unique identifiers, and redactions.

Ready to Get Started with Self-Service Productions?  

To start a self-service production in CloudNine Review, select the Tools menu in the upper right corner then, click the Self-Service Production option.

Next, select whether you would like to produce images, native files, text, and metadata, or any combination of these.

If your documents do not yet have static images, they can be created during this process.  Annotations and redactions can be permanently applied to images, and there are several Excel imaging options, including using slip sheets instead of generating images.

The fielded metadata associated with the production records can be exported in a variety of formats including the common .DAT file, a .CSV file, or XML.

Users running a production can select and deselect fields to include in the production metadata file.

View Productions As They Progress in the User-facing Dashboard:   

This screen also allows users to clean up old productions and exports they no longer need to access.

Stay informed of software updates and browse training documentation in the CloudNine Review Knowledgebase (login required).

To learn more about CloudNine Review and Self-Service Productions, click the button below to schedule a demo!

eDiscovery Daily Blog

Convenience and Catastrophes of Self-Collection

Navigating through discovery to find affordable and time-saving efficiencies is now more important than ever.  As the number of employees working remotely has dramatically increased during the COVID-19 Pandemic, attorneys are looking to alternative solutions for data collection amid challenges of reduced budgets and limited access to workplace assets and staff.  In this scenario, a compelling alternative might lead one to custodial self-collection.  Consider the benefits of self-collection against the risk of compromising potentially admissible data and jeopardizing court-defined responsibilityand the answer becomes evident:  the high cost of the short-cutting discovery far outweighs any potential for convenience or cost savings. 

Experts have declared their warning on the risks of self-collection and judges have issued sanctions for abuse, or mishandling over the process, for years.  Still, attorneys continue to make the same mistakes of assigning the task to self-interested employees; failing to supervise the process; delivering corrupted metadata because of the way it was collected, and the list goes on. 

Whether the attorney asks the client’s employees to preserve, search, identify and collect their own data, or the internal IT staff performs the final step, self-collection remains questionable practice.  The process of preservation and collection roll-up to a matter of competence, ethics, and duty of candor in their “obligation to have knowledge of, supervise, or counsel the client’s discovery search, collection and production.”1

Court Response:

These issues were demonstrated clearly in the recent case of EEOC v M1 1500 GroupPresiding Judge Matthewman of the United States District Court for the Southern District of Florida, reprimanded the defense attorney for his oversight of the collection process, citing their failure to exercise the requisite supervision.  According to the Court, the surmounting concerns over self-collected discovery are validated through incomplete discovery productions and the destruction of responsive information.”  

Fortunately, Judge Matthewman extended another opportunity to collect the data but, also suggested the defendants hire a legal service provider to remedy the problems caused by self-collection and deliver a valid dataset to the plaintiffs.  Further, the Court advised its intention to “closely supervise the discovery process” to ensure counsel complies with all discovery obligations. 

All things considered, cutting corners at any phase of discovery can be a compromise of catastrophic proportions.  Without the proper actions in place to support self-collection process, one is subject to judicial sanctions, ethical violations, or the invalidation of potentially responsive records.  A prudent and more practical approach would be to leverage the right technology early in the process and streamline your workflow or, entrust service professionals with existing tools and certifications to complete collections confidently and thoroughly. 

1 Federal Rule of Civil Procedure 26(g)(1); ABA Model Rule 3.3; and, commentary about Rule 26(g) from the Advisory Committee Notes, case law, and the Sedona Conference Working Group on Electronic Document Production.

CloudNine Awards Multiple LAW Certifications to LDM Global

Expanded Training and Certification Program Complements eDiscovery provider’s offering
HOUSTON, TX – Discovery automation software provider CloudNine™ has awarded administrator certification for CloudNine LAW™ to LDM Global, solidifying the relationship between the two companies. LDM Global is an information management, data solutions and litigation support firm with offices around the world.

Continuing its commitment to streamline the discovery process and offer multiple eDiscovery tools for its clients, LDM Global pursued certified administrator training with CloudNine LAW for members of its litigation support team. LAW is a robust software used to process and produce millions of print and digital documents, with speed and efficiency.

LDM Global’s core focus includes growing its team members’ expertise through continued educational training. Partnering with other software providers such as CloudNine ensures a well-rounded knowledge of many eDiscovery tools to ensure clients are offered the best support by subject matter experts regardless of the tool chosen.

“LDM Global considers itself to be technology-neutral, and we offer and support a number of top eDiscovery tools to ensure our clients are offered the best resources for their needs,” said LDM Global CEO Conor Looney, “As an experienced software provider, CloudNine offers a robust and effective training program to ensure attendees have the knowledge needed to support the LAW software efficiently.”

Administrator certification is offered only after the successful completion of two prerequisite courses totaling 8 hours of hands-on, instructor-led training. CloudNine LAW 301 is a rigorous, 4-hour training course during which students engage in a virtual environment to run experimental test data and demonstrate their expertise in complex, troubleshooting scenarios. The web-based training is delivered through a live, scheduled session moderated by an instructor for immediate interaction and support.

The CloudNine LAW certifications were issued to Trilok Singh Rawat, Operations Manager, with more than a decade of eDiscovery experience, and Nagaraju Kshirasagar, a senior associate with three years of experience in eDiscovery and litigation support. Singh Rawat specializes in eDiscovery domain knowledge and ESI trends. Kshirasagar is a keen learner of technologies and likes to work with their functionality to obtain the best result for clients. He is well versed in Nuix and ViewPoint and is a certified Relativity One Pro and certified Relativity User.

CloudNine CEO Brad Jenkins remarked, “As both our industry and technology have evolved, the expectation for immediate results parallels the progress. Success in litigation support means processing data fast but also thoroughly to minimize risk. LDM Global is a strong service provider with an impressive list of clients, and we are thrilled to have LDM Global team members certified in expert-level LAW administration and able to support more clients across the world in the tool.

For more information about CloudNine Training and Certification, visit:

About CloudNine, The eDiscovery Company
Founded in 2002 and based in Houston, CloudNine is a discovery technology company with expertise in simplifying and automating data discovery for audits, investigations, and litigation. CloudNine’s product line includes CloudNine LAW, Concordance®, Explore™ and Review™. Offering both live and web-based training, the CloudNine Training & Certification program offers certified credentials at User and Administrator levels. Used by more than 1,000 legal and business customers worldwide including over 100 of the top 200 Law firms and many leading corporations, CloudNine’s on and off-premise software provides customers with insight and intelligence on electronic data. CloudNine has been highlighted by numerous industry experts and also publishes the eDiscovery Daily blog, a popular, trusted source for legal industry information.

About LDM Global
Founded in 1996, LDM Global is an information management, data solutions and litigation support firm. The company is an international provider of eDiscovery, Digital Forensics, Document Review and Cybersecurity services to law firms and corporations. Clients are supported 24 hours a day, seven days a week from four secure global data centers, in the United Kingdom, the United States, Australia and the Caribbean; operations hubs and solutions consultants in the United States, Australia and India; and certified consultants in key international locations.

For more information contact:
Salana Yarger
Director of Marketing

CloudNine Announces New Release of Law 7.1 and Explore 7.1

eDiscovery Leader Builds Unprecedented Speed and Performance into Software Release Features

HOUSTON: CloudNine is pleased to announce the release of LAW 7.1 and Explore 7.1 with significant improvements in speed and performance built into the LAW Turbo Import and Explore’s LAW Direct Export. To support the roadmap set during Legal Week 2019, CloudNine maintains their commitment in the on-going development of its full product suite CloudNine LAW, Concordance, Explore and Review.

CloudNine acquired the product suite, now rebranded to CloudNine LAW™, CloudNine Concordance®, CloudNine Explore™ (formerly Early Data Analyzer™ or “EDA”) from LexisNexis in March 2018. Combining the flagship software with its incumbent CloudNine Review™, the company now provides a complete, end-to-end eDiscovery solution.

CloudNine Product Owner, Jared Greene remarked: “The investment into LAW development over the past year has provided tremendous performance enhancements including a multi-core, multi-threaded Turbo Import ingestion engine to process and load data almost 400 percent faster compared to ED Loader. These breakthrough enhancements combined with the features in the 7.1 release, makes CloudNine LAW one of the fastest, and easiest utilities on the market.”

The Turbo Import in LAW 7.1 now offers ingestion speeds up to 12x faster compared to ED Loader. The release also supports SQL login accounts thus removing requirements for hard-coded logins. Among other notable enhancements, Adobe DC Standard and Pro are now both certified for use with LAW processing.

Enhancements to Explore 7.1 have increased performance speeds for LAW Direct Export and includes improvements to the Explore and Turbo Import memory management to further reduce processing time and risk of critical errors.

Going forward, CloudNine will pursue a development path to add TWAIN support to Scan-Unlimited. This allows LAW users to continue using a scan product with the assurance of future development and maintenance support.

To read the full release notes, visit:

For more information about CloudNine, email:

About CloudNine, The eDiscovery Company

Founded in 2002 and based in Houston, CloudNine ( is a discovery technology company with expertise in simplifying and automating the discovery of data for audits, investigations, and litigation. CloudNine’s product line includes CloudNine Review, CloudNine Concordance, CloudNine Explore and CloudNine LAW. Used by more than 1,000 legal and business customers worldwide including more than 100 of the top 200 Law firms and many of the world’s leading corporations, CloudNine’s off-premise and on-premise software helps customers gain insight and intelligence on electronic data.

CloudNine has been highlighted by industry experts in reports, reviews, and surveys including Gartner, 451 Research, Blue Hill Research, Corporate Counsel Magazine, the New York Journal, and Texas Lawyer. CloudNine also publishes the eDiscovery Daily blog, a popular, trusted source for legal industry information. Learn more about CloudNine at or email