Category Archives: eDiscovery

September Event with PLTG – New Charts in Excel 2016

Professional Legal Trainers Group (PLTG) is a group of (mostly) New York law firm software trainers, which meets regularly to exchange ideas about supporting the legal training community.  They’ve invited me to their September 14th event called Effective Data Visualization: … Continue reading

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“Very Hidden” Worksheets in Excel – Another eDiscovery Challenge

Most experienced Excel users know how to find and unhide hidden worksheets in an Excel file.  Typically, you can right-click on any tab name and you will see the Unhide option if there are any hidden worksheets. (More about that below)  Any attorney … Continue reading

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Upcoming CLE Event for Chicago Bar Association – Advanced Excel for Litigators

The CBA is hosting an exciting new Excel Esquire program called Advanced Excel for Litigators at the historic Chicago Bar Association Building from 12-3 pm on April 20th.  This will be a small, interactive program with plenty of opportunity for … Continue reading

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Finding and Reviewing Comment Boxes in Excel Files

Following the Wells Fargo inadvertent disclosure episode, I wrote a blog post describing several ways to find hidden content in Excel files.  In this post I discuss another feature of Excel that all lawyers, but especially legal document reviewers, should know about: the comment box. … Continue reading

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Avoiding Inadvertent Productions and Other Excel Blunders: New CLE via Wolters Kluwer/myLawCLE

Wolters Kluwer/myLawCLE will webcast my exciting new CLE presentation from 2-4 pm on October 16th.  I will use real Excel files to explain tricky features of Excel that attorneys must be aware of, such as hidden content, filters, comment boxes, … Continue reading

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Digital Detectives Podcast Interview with Excel Esquire’s Ben Kusmin – Spreadsheets as Evidence

Sharon Nelson and John Simek from the Legal Talk Network’s Digital Detectives podcast recently interviewed Excel Esquire’s Ben Kusmin about the pitfalls (and opportunities) faced by lawyers when handling their clients’ Excel spreadsheets. Among other things, we discussed native review of … Continue reading

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Scared Straight? Reviewing Excel Files in the Wake of Wells Fargo

The Wells Fargo inadvertent disclosure episode provides a high-profile reminder that attorneys who are responsible for reviewing and producing client documents must thoroughly understand those documents.  There were several process breakdowns that led to the inadvertent disclosure of thousands of confidential records, … Continue reading

Posted in CLE, eDiscovery, formulas, Lit Support, Native File Review, Practice Management | 5 Comments