Wednesday, July 15, 2020

Steve Susman - Tell His Story



The trial bar lost a giant on July 14, 2020 - "Big Daddy" Steve Susman has left us for that big courtroom.  Ellen lost a loving husband.  Harry, Stacy, and family lost a great Dad and Grandpa.  The SG family and the entire legal industry lost a great trial lawyer and innovator of many things that we take for granted today.  I lost a father figure and mentor.  As anyone who spent any time in Steve Susman's orbit will tell you – friend or foe – he was not just a great trial lawyer.  Arguably the greatest.  He was a great man.  In the months and years to come, much will be written about Steve’s body of work.  To borrow a theme from the play “Hamilton” – Those of us who spent any time in his orbit, must “tell his story”.  I personally owe much of who I am today to Steve’s teachings and early influence on me as a young man. 

Much has been and will be written about this trial or that.  Tales will be told of Steve’s bravado, hubris and daring methods.  Stories like the famous Samsung vs. TI trial that settled on the eve of closing arguments with Samsung (the PLT) agreeing to pay TI $1.1 B for a new licensing agreement, settling multiple cases filed all over the world.  Steve was so disappointed he would not be able to deliver that closing argument we spent literally all night preparing, that he tried to get opposing counsel to agree to let the case go to the jury just to “see who would have won”.  Oh, and there was a small wager that would have been involved.  Of course, the judge would not allow it even if opposing had agreed to the wager.  Or the Sunrise vs. Xerox case where Steve’s direct examination of our client was so persuasive that at the conclusion of 2 days of direct and cross examination, that Federal Judge asked our PLT rep a single question: “So, Mr. Pfeffer, to sum up your testimony; Xerox got you out on a limb and sawed it off behind you?” Mr Pfeffer, of course, answered - “Yes.”  The balance of the trial did not go well for Xerox.  Or, the time Steve had me “fax” opposing counsel his cross-exam Q&A because they had complained the prior day about “being surprised”. 

Those stories are not myth.  I was there.  They really happened.  What made Steve a great trial lawyer came down to honesty.  Yes, Steve was brilliant, and highly skilled at the mechanics of trial work.  But Judges and Juries liked Steve because he was honest.  When he made a mistake in front of a judge or jury, he would immediately admit that mistake once known.  He was adamant with everyone around him the importance of transparency and honesty in everything you do.  You cannot fool most juries, Steve would contend.  Juries loved Steve.

The story I will remember most, however, and the one that to me tells most about who he was, had nothing to do with a trial directly.  It is a story I retell frequently to demonstrate “innovation”.  One day around 1990 I was in Steve’s office.  Like most days then, I was surrounded by boxes of paper over in the corner, staying busy, and waiting on Steve to complete a revision to a Q&A, so I could do my thing with his “document chron”.  I sat quietly as few words are spoken during these prep sessions.  There was no need for words as everyone knew precisely what was expected.  Everything was scripted by that Q&A. 

“Walker, do you know how to type?”, came a question from Steve’s desk.  Taken aback by the odd question, I answered:  Yes, I took typing in the 7th grade and was a “Clerk Typist” in the Army.   Well, I need to learn how to type, he exclaimed.  Is there something wrong with David, I say. (David was his secretary at the time).  No, he replied, this process is very inefficient.  Too slow.  I am wasting time, he says.  Alright, I say, as busy as you are, how does you taking the time to learn to type going to make YOU more efficient?  Our job is to  make YOU more efficient, not the other way around.  He explains the current process for preparing a Q&A.
  1.  I “dictate” my Q&A into a device and hand a tape to David.
  2.  David listens to the tape and transcribes my words into a document.
  3. David prints the document and places in my in-box.
  4. I then take a red pen and make handwritten revisions. 
  5. I give the marked-up paper document back to David.
  6. David makes revisions, prints a new copy and hands to me for another round of revisions.
  7. After multiple revision rounds, a final product is created.

If I learn to type, Steve opines, I can eliminate 6 steps.  I do make myself more efficient and save a ton of turn time.  What did Steve do?  Not only did he learn to type, he issued a proclamation to the firm that all lawyers and legal assistants would learn to type, and everyone will have computers on their desks.  Secretaries and only some lawyers had computers on their desks in those early days. The Dictaphone eventually went the way of the dinosaurs.  I do not know for sure, but I would be willing to bet that every lawyer at SG today types their own first draft.  Does anyone really use a Dictaphone anymore?

That story is a great example of how Steve thought, taught and innovated.  He did not just talk efficiency, he lived it and expected everyone around him to live it as well.  It did not matter whether the case compensation was hourly, or contingent, Steve handled a case the same way – get in front a judge or jury just as fast and efficiently as possible.  Out lawyer and out work the opposition.  Avoid discovery disputes and go to trial “by agreement”.  

Those of us who spent any time in Steve Susman’s orbit must tell his story and pass down what he took the time out of his busy days to teach us.  I personally owe it to Steve to show others what I have come to call the “SDS way”. Do you have story to tell?

Rest in Peace Big Daddy.  You WILL be remembered.  We are better today because of you. 

Friday, November 3, 2017


Relativity Fest 2017 Review – Part II
Rise of the Machine

Part I was of the R Fest 2017 review – "The Popsicle Moment" - can be found here.

Introduction

History in this industry teaches us that we can’t place all our eggs in a single basket.  As noted below, been there and still have the T-Shirt to remind me.  After all, iControl ESI has been stepping out on our own technology for years.  We are agnostic.  I didn’t attend R Fest simply because we have clients that love Relativity.  No, I attended primarily because of history.  I personally made a big mistake in 2008, as did many.  I try not to make the same mistake twice.

Wednesday, October 25, 2017

Relativity Fest 2017 Review – Part I

The Popsicle Moment

This is the first in a two-part review of Relativity Fest 2017.  Part two is titled – Relativity Fest 2017 Review – Part II – The Rise of The Machine.  Subscribe to ESI Gladiator to receive notification when it's published tomorrow.

Introduction

The verdict - TWO THUMBS UP!
This was my very first Relativity Fest!  That’s right, I went kicking and screaming into the den of the dragon I have somehow avoided all these years.  Avoidance of Relativity has not been by accident.  Like other old industry war horses, I’ve used virtually every “eDiscovery” application that’s hit the market over the past 25 years, but not Relativity.  Not until past few years.  I am no different than the average consumer – I have my favorites.  My favorite historically has not been Relativity, for reasons that are unimportant here.

Like many service providers in the industry these days, the company I work for offers clients options.  A few years back, a client pulled us into both Eclipse AND Relativity.  That law firm client has an even mix of Relativity and Eclipse cases.  Even though we have our own review software, Recenseo, and highly advanced “predictive analytics” application, Envize, we had to bring in the technology the customer wants.   Of course, we believe our technology is just as good as those other guys.  Yet, we now support substantial matters in all three review tools.  Clients have choices.  We are not alone; many providers now offer multiple options.  FTI, one of the largest companies in our space, recently announced that it has rolled out Relativity and spoke about why during the keynote speech at R Fest 2017.  Yes, that’s the same FTI that bought both Attenex and Ringtail.  More on that in Part II. 

We are rapidly reaching the point where you can get a wide variety of technology on any street corner.  So how does a consumer differentiate between “providers”?   Service – create those Popsicle Moments.  What the heck is a Popsicle Moment?  Read on.

Wednesday, August 30, 2017

Do You Agree to Untested Search Terms?

Introduction

Unless you are using a proven key term validation methodology that utilizes sampling, you are almost certain to agree to terms that are likely overly broad. Obviously, agreeing to terms that are overly broad is costly, but common.  The greater risk - what are you missing?  

Too many declare that search terms "look good" without the appropriate testing.

Monday, August 14, 2017

ePizza as a Service – Cloud Explained (OP, IaaS, PaaS and SaaS)

By Mark G. Walker, VP Advisory Services and Susan Kavanagh, Senior Advisor -iControl ESI

Introduction

We recently came across again this LinkedIn post from 2014 by Albert Barron, a software architect at IBM. His analogy does a great job of explaining the various “… as a service” models using everyone’s food favorite – PIZZA!!!. We are taking a few liberties with Albert’s original version and hope he doesn’t mind. 

Tuesday, July 25, 2017

Top Adviser warns of out-of-control autonomous robot lawyers

Mark Walker, an eDiscovery adviser, author and frequent commentator, advocated Wednesday for "creating rules that govern how we use Artificial Intelligence (AI) with legal technology lest we unleash on humanity a set of autonomous robot lawyers that we don't know how to control.”
 “I’ve spent my entire adult life serving lawyers. Non-lawyers like myself have a hard-enough time now getting the human kind to listen", Walker stated.

Thursday, July 6, 2017

Is AI Replacing Lawyers and their Staff?

By Mark G. Walker, VP Advisory Services and Susan Kavanagh, Senior Advisor -iControl ESI

Introduction
Don’t shoot the messenger! You can’t make this stuff up. Or can you? There have been several articles recently suggesting that Artificial Intelligence (AI) is creeping into the legal arena and that “Lawyers could be the next profession to be replaced by computers”. That’s literally the title of a recent CNBC “Future of Work” article.
“The legal profession — tradition-bound and labor-heavy — is on the cusp of a transformation in which artificial-intelligence platforms dramatically affect how legal work gets done.”