Category Archives: Native File Review

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 | 4 Comments

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

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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

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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

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