e-Discovery

Brean Strategic Advisors, LLC has been engaged by litigants ranging from Fortune 500 firms to asset managers and their outside counsel at AmLaw 100 firms and premier litigation boutiques to prepare for, process, streamline and synthesize discovery.  Our DOX e-Discovery solution is used to host, enrich, privilege log, produce, review, tag and classify millions of files.  We leverage a combination of proprietary technology and industry expertise to distill production spanning millions of documents into the few hundred most relevant to the litigation.

Dox e-Discovery Solution

Brean Strategic Advisors, LLC has been engaged by litigants ranging from Fortune 500 firms to asset managers and their outside counsel at AmLaw 100 firms and premier litigation boutiques to prepare for, process, streamline and synthesize discovery.  Our DOX e-Discovery solution is used to host, enrich, privilege log, produce, review, tag and classify millions of files.  We leverage a combination of proprietary technology and industry expertise to distill production spanning millions of documents into the few hundred most relevant to the litigation.

Our eDiscovery tools are particularly adept at exploiting spreadsheet production.  Traditionally, spreadsheet production has been ignored or one person has reviewed one file at a time.  This type of analysis is inherently subject to arbitrary delineations in the data such as the time at which the file was created.  The original organization of the data may not be the most efficient organization for our purposes in litigation, so we reorganize it.  For example: File 1 was made on Monday and File 2 was made on Tuesday and each would be reviewed separately under the existing paradigm.  The information in each file on a standalone basis may not be particularly meaningful, but when looking at 200 days of this same information consecutively it may tell a very compelling story and a story which has not been discussed by the team thus far.  In Brean Strategic Advisors’s DOX environment, one person can search across more meaningful groups, such as proprietary trading and inventory.

The sharp uptick of interest in Brean Strategic Advisors’s support with litigation discovery is an outgrowth of our clients’ frustration with existing processes, tools and providers.  Clients feel their current review processes are inefficient.  Clients pay millions of dollars to review, by hand, types of documents which can be classified more efficiently.  These include prospectus supplements and broker-dealer research.  Preliminary human reviews which result in classifications such as “Relevant,” “Irrelevant” and “Hot” in combination with a handful of tags which fail to advance the client’s understanding of what was or is going to be produced or its relevance to the litigation.  Clients also complain more resources are devoted to defensively classifying and reviewing the ~90% of the production which is irrelevant and/or useless than defensively preparing for or offensively exploiting the less than 1% of documents upon which the outcome of the litigation hinges.

When Brean Strategic Advisors is engaged, the objective is to perform a more value-added review.  Specifically, clients want to free up more resources to prepare for and assess the implications of problematic documents to be produced or exploit documents which undermine their adversary’s claims.  Also, our clients appreciate Brean Strategic Advisors’s ability to identify documents which can be dispensed with as irrelevant without any human review.  This frees up more resources for value added review of the most relevant documents.

Brean Strategic Advisors welcomes the chance to demonstrate the capabilities of the DOX e-Discovery platform to you and your firm.

Financial Document Review and Analysis

Bankruptcy and restructuring cases involve extensive review of financial transactions leading up to the distress.  A combination of proprietary technology, market and data expertise makes the Brean Strategic Advisors team uniquely qualified to review and explain the significance of technical financial production.  We are routinely tasked with analyzing complex models, databases and financial documents underlying complex transactions and securities.  Our objective is to explain the significance of the models we look at and their relevance to key issues in a case, given our understanding of the allegations and legal considerations of interest to counsel.  We summarize our findings in presentations grounded in citations and screenshots of the relevant formulae from the materials we review. 

Our team’s spreadsheet skills are honed building and running models for securities and loans used on the regulatory stress testing and valuation side of our business.