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Sorting Software With the e-Discovery Application Matrix

By Ari L. Kaplan
May 28, 2009

With so many products that describe themselves as end-to-end solutions and the resulting struggle in the legal technology community in determining which products solve a particular problem, it was only a matter of time before an enterprising consultant created a tool to navigate the sea of product information. That tool, the e-Discovery Application Matrix (www.reason-ed.com/reasoned/matrix), arrived earlier this year just prior to Legal Tech New York, thanks to Greg Buckles, an independent e-discovery consultant to corporate legal departments and outside software providers, of Houston, TX-based Reason-eD LLC.

“As part of my consulting practice in the last two years, I've spent a lot of time compiling spreadsheets, demonstrating the specific features and functionality of competing products, and I realized it's too big for an individual or even an analyst to track,” says Buckles. “Instead, it needs to be a collective effort to track this and to keep this type of information up to date.” For that reason, the Matrix is a publicly available resource that contains features and functions for 56 e-discovery software applications.

The Response

In the few months since its launch at LTNY 2009, the database has grown fivefold. Buckles expects that growth to continue as the database begins featuring a more complete spectrum of available applications beyond the initial group of market leaders. Its independence is a strong factor favoring its growth. “It is meant to be a resource that is unbiased and devoid of market messaging,” he says.

Until early March, independent consultants and software providers themselves were populating the majority of the entries by actually writing the descriptions and selecting the features that apply to their current application releases. There is now a feedback form that is built into every listing, so any time a viewer is looking at a search result or description of an application, he or she can immediately fill out a feedback form (the contents of which are sent to Buckles).

EDRM Framework

Given that each listed application could have many different features, Buckles is using the Electronic Discovery Reference Model (“EDRM”) paradigm to organize the entries and streamline the Matrix. “The reality is that when you put a hundred-plus listings on a Web page, it's too much.” His goal is to provide clarity and transparency. “This is really all about the ability to see things in a simple, clean format that you present on a Web page.”

Users can evaluate products by EDRM phase in a form that offers a side-by-side comparison. It then provides the URL for the vendor so that interested individuals can go directly to the application site to download full information.

Despite the structural benefits, the EDRM connection creates some confusion as well. “One of the problems I've seen in the market is that people will indicate whether software is EDRM compliant, which is actually not the purpose of the EDRM project at all,” Buckles highlights. The Matrix is not meant to serve any compliance reconciliation function. Rather, it is meant to organize the process to improve decision-making. Its cross-referencing purpose is the reason Buckles designated it a “matrix.” The tables include information about the applications themselves, their URL and even their booth number during LegalTech.

An Independent Source

To maintain independence and an unbiased nature, the Matrix form design eliminates the use of any marketing information other than in the functional description field.

Buckles has ensured that the site is free of rankings, judgments or scoring. The system is intended simply as a reference tool. There is also no sponsorship and the site does not have a single advertisement. The order in which the products appear is based on the order in which authors entered them into the matrix.

With the upcoming LegalTech West, the Matrix is sure to be reloaded.


Ari Kaplan, the principal of Ari Kaplan Advisors, is a lawyer and a writer based in the New York area. A member of this newsletter's Board of Editors, he is the author of The Opportunity Maker (Thomson-West, 2008). Kaplan has recently released 'Five Ways to Find Opportunity in a Faltering Economy,' a free special report that may be accessed at CreateOpportunityNow.com.

With so many products that describe themselves as end-to-end solutions and the resulting struggle in the legal technology community in determining which products solve a particular problem, it was only a matter of time before an enterprising consultant created a tool to navigate the sea of product information. That tool, the e-Discovery Application Matrix (www.reason-ed.com/reasoned/matrix), arrived earlier this year just prior to Legal Tech New York, thanks to Greg Buckles, an independent e-discovery consultant to corporate legal departments and outside software providers, of Houston, TX-based Reason-eD LLC.

“As part of my consulting practice in the last two years, I've spent a lot of time compiling spreadsheets, demonstrating the specific features and functionality of competing products, and I realized it's too big for an individual or even an analyst to track,” says Buckles. “Instead, it needs to be a collective effort to track this and to keep this type of information up to date.” For that reason, the Matrix is a publicly available resource that contains features and functions for 56 e-discovery software applications.

The Response

In the few months since its launch at LTNY 2009, the database has grown fivefold. Buckles expects that growth to continue as the database begins featuring a more complete spectrum of available applications beyond the initial group of market leaders. Its independence is a strong factor favoring its growth. “It is meant to be a resource that is unbiased and devoid of market messaging,” he says.

Until early March, independent consultants and software providers themselves were populating the majority of the entries by actually writing the descriptions and selecting the features that apply to their current application releases. There is now a feedback form that is built into every listing, so any time a viewer is looking at a search result or description of an application, he or she can immediately fill out a feedback form (the contents of which are sent to Buckles).

EDRM Framework

Given that each listed application could have many different features, Buckles is using the Electronic Discovery Reference Model (“EDRM”) paradigm to organize the entries and streamline the Matrix. “The reality is that when you put a hundred-plus listings on a Web page, it's too much.” His goal is to provide clarity and transparency. “This is really all about the ability to see things in a simple, clean format that you present on a Web page.”

Users can evaluate products by EDRM phase in a form that offers a side-by-side comparison. It then provides the URL for the vendor so that interested individuals can go directly to the application site to download full information.

Despite the structural benefits, the EDRM connection creates some confusion as well. “One of the problems I've seen in the market is that people will indicate whether software is EDRM compliant, which is actually not the purpose of the EDRM project at all,” Buckles highlights. The Matrix is not meant to serve any compliance reconciliation function. Rather, it is meant to organize the process to improve decision-making. Its cross-referencing purpose is the reason Buckles designated it a “matrix.” The tables include information about the applications themselves, their URL and even their booth number during LegalTech.

An Independent Source

To maintain independence and an unbiased nature, the Matrix form design eliminates the use of any marketing information other than in the functional description field.

Buckles has ensured that the site is free of rankings, judgments or scoring. The system is intended simply as a reference tool. There is also no sponsorship and the site does not have a single advertisement. The order in which the products appear is based on the order in which authors entered them into the matrix.

With the upcoming LegalTech West, the Matrix is sure to be reloaded.


Ari Kaplan, the principal of Ari Kaplan Advisors, is a lawyer and a writer based in the New York area. A member of this newsletter's Board of Editors, he is the author of The Opportunity Maker (Thomson-West, 2008). Kaplan has recently released 'Five Ways to Find Opportunity in a Faltering Economy,' a free special report that may be accessed at CreateOpportunityNow.com.
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