Category Archives: Native File Review

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 | 1 Comment

Excel Filters and the Duty of Technology Competence

The Harris County Law Library in Houston, Texas recently hosted my presentation “Excel Essentials for the Practice of Law.”  Among other topics, I explained how filters work in Excel, and how they present pitfalls for the unwary lawyer.  When lawyers … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Leave a comment

Redact Native Excel Files with the Filter Tool

Sometimes you need to produce only certain rows of a large Excel spreadsheet.  Some lawyers will painstakingly apply redaction stamps to hundreds of pages of tiff images, leaving only the responsive rows visible. This is a terrible waste of time and money, and … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged , , , , , , , , , , | 1 Comment

Reviewing Native Excel Files, Part 1: Detecting Inconsistent Formulas

This is the first in a series of posts about reviewing native Excel files produced by parties in litigation.  We’ve finally reached a tipping point in litigation where the production of native Excel files (rather than inscrutable thousand-page printouts) is … Continue reading

Posted in eDiscovery, formulas, Lit Support, Native File Review | Tagged , , , , | 7 Comments

Find & Redact Social Security Numbers in Excel Files

A raft of state and federal laws require the redaction of social security numbers from publicly available documents.  For attorneys, this usually means that documents produced in litigation must be scrubbed of SSN’s.   In my experience, many parties resort to … Continue reading

Posted in CLE, eDiscovery, Everybody, formulas, Lit Support, Native File Review | Tagged , , , , , , , | Leave a comment

Give ‘A HOUL’ when you discover hidden columns

When reviewing Excel files in native form, it is important to unhide any hidden rows or columns.  In my experience, it is most often the columns that are hidden.  And these hidden columns often contain the formulas that tell you … Continue reading

Posted in eDiscovery, Native File Review | 1 Comment

Filter at Warp Speed with Filter by Selection

Suppose you’re scrolling through some data and you come across an interesting value. You’d like to know if there are more values like the current one.   It might be a name on a privilege log, the name of a creditor, a … Continue reading

Posted in eDiscovery, Native File Review, Privilege Logs | Leave a comment