Integreon Launches New Online Resource, Integreon.ai to Provide Generative AI Insights and Solutions for Legal, Creative, and Business Professionals
February 14, 2024 (AUSTIN, TX AND LONDON) – Integreon, a global leader in outsourced legal, creative, and business solutions, today announced the launch of its new online resource, Integreon.ai showcasing it’s suite of artificial intelligence (AI)- enabled tools. The launch marks a significant milestone in Integreon’s 25-year history of innovation, underscoring its commitment to integrating AI and large and small language models (LLM / SLM) to better serve its clients and transform the delivery of legal, creative, and business services. Integreon.ai offers a view into Integreon’s structured approach to curating technology solutions that also balances the fast pace of innovation with effective risk mitigation. This long-held approach supports Integreon’s position as an industry leader in AI-enabled solutions, supporting both the delivery of services and efficiency within the organization. “Integreon is not just introducing new tool sets; we are redefining the possibilities for efficiency and insights across our client base and for the industries we serve,” said Subroto Mukerji, CEO of Integreon. “Our 25+ years commitment to staying ahead of rapid technological advancements ensures that we provide clients with access to best and right-fit solutions.” Integreon’s strategic and client-centric approach to AI adoption has been a cornerstone of its operations. The company has consistently prioritized client needs, leveraging AI and LLMs to redefine innovation in its service offerings. Through meticulous listening, analyzing, testing, and selecting processes, Integreon has identified both strategic partnerships and development opportunities that can be tailored to meet the evolving needs of clients and the organization. Integreon’s suite of AI tools demonstrates Integreon’s capability to augment human intelligence, enabling businesses to automate tasks, make informed decisions, and enhance productivity. Among the innovative solutions featured are: Leah by ContractPodAi: The groundbreaking partnership with ContractPodAi positions Integreon as the first gen-AI-led legal services provider, offering advanced AI capabilities for a range of legal and business services. CyberHawk-AI: This proprietary tool is the first machine learning (ML) based cyber incident response platform automating first pass review to dramatically speed up turnaround times and ensure review accuracy to meet compliance timeframes. Creo: Integreon’s proprietary presentation tool that automates tasks associated with presentation material creation, including formatting, design editing, and image enhancement. Integreon invites businesses to explore how its AI-enabled solutions can transform their performance and set a new standard in their respective organizations. For more information, please visit www.Integreon.ai. About Integreon For 25 years, Integreon has been the trusted, global provider of legal, creative and business outsourced services to corporations and law firms seeking to expand their capabilities and transform their performance. The company’s 3,500+ professionals provide round-the-clock support across a range of managed services—from legal and compliance to creative design, content delivery and administrative support—via global delivery centers on three continents. The company is recognized for technology innovation, including industry-first applications of AI-enabled solutions. Integreon is deeply committed to client success, consistently delivering innovative, tech-enabled solutions that improve agility and efficiency to drive business performance. Integreon is owned by EagleTree Capital, a leading New York-based, middle-market private equity firm with over $5 billion of assets under management. For more information about Integreon’s range of services, email [email protected], visit www.integreon.com and follow Integreon at LinkedIn, Twitter and Facebook
ALM Webinar: The Value of ALSPs for Optimum Results and Maximum Efficiency in a Dynamic eDiscovery Landscape
A challenging but exciting change is fast approaching in the world of eDiscovery. For all legal professionals, it’s critical that they leverage the benefits of technology for efficiency and early insights into data while also maintaining robust and defensible data management. Learn more about the pivotal shift in the eDiscovery landscape during an exclusive webcast on the transformative role of Alternative Legal Service Providers (ALSPs). Join industry experts as they unravel the evolving significance of ALSPs, moving beyond conventional notions of cost efficiency and scalability. Key Highlights: The New eDiscovery Landscape: Dive into the dynamic changes driven by AI evolution and the emergence of complex data types. Learn how these factors are shaping the future of eDiscovery. Strategic Value of ALSPs: Understand how ALSPs bring not just cost efficiency and scale, but invaluable expertise crucial to the current legal landscape, ensuring attorneys can focus on the advice and case management their clients/organizations expect. Lessons from the UK and US: Explore recent failures in eDiscovery processes and extract valuable insights for navigating pitfalls. End-to-End vs. Best-in-Breed: Delve into the debate of choosing between comprehensive eDiscovery partners and specialized best-in-breed options. Q&A Session: Engage with panelists as they address your queries on the evolving eDiscovery landscape. Register for free here: Register Here
3 Challenges that Prevent CLM Implementations from Achieving Peak Performance (and How to Overcome Them)
After investing in a contract lifecycle management (CLM) system, many organizations realize that getting a return on investment can be challenging, or worse, never realized. The most common mistake is thinking that all it takes is putting the system in place. That is not the reality. Gaining desired results from your CLM platform is a continuous process that requires resources and expertise to help organizations streamline all elements of your contracting process. No matter where you are on your CLM journey, post-implementation care and feeding is vital to ensure that the processes, tools, systems, and people you have in place work smoothly leveraging established best practices and a cycle of continuous improvement. With proper training and expertise, an effective CLM can drive efficiencies and improved outcomes across a number of key functional areas. How to Overcome 3 Common CLM Challenges Some firms choose to establish outside of their headquarters or main locations, their own There are numerous potential challenges companies encounter that can lead to a CLM project not delivering its intended value. This blog will explore three common roadblocks that can hamper CLM performance and efficacy but can also be resolved with the right tools and support. Challenge #1: Burdening In-house teams with CLM admin activities Your in-house team most likely has their hands full already with day-to-day responsibilities and adding CLM admin duties to the list takes time away from more strategic tasks that rely on these resources. These menial but necessary admin activities range from configuring templates and keeping clause libraries updated to chasing signatures and uploading signed agreements. The most time-consuming admin process is the managing, testing, and training that comes with each new vendor system release. Solution: Partner with a service provider that enables cost-effective scalability to lighten the load. External support can relieve the burden of CLM admin work, whether your contracts department needs a few extra hands or a significant extension of capacity to manage whole categories of transactions. Alternative legal service providers are well positioned to help organizations manage their CLM platforms via resources with legal and specific contracts expertise. These trained professionals act as an extension of your team, helping to manage admin duties and keeping in-house teams up to date with vendor changes. Download fact sheet » Challenge #2: Accessing key information and metrics to make informed decisions. Access to metrics and other reporting is crucial for legal leadership to help them report on department performance, improve internal and external relationships, and ensure data hygiene, which is essential to your CLM platform. Without the requisite experience, including the right enabling technology, in-house teams may not be able to employ the best practices and processes to make building and accessing dashboards and reports quick and seamless. Solution: Make data hygiene a key tenant for peak-performing CLM. There are always opportunities to optimize CLM platform process and content. Organizations should break down existing processes, workflows, and their current technology environment to identify gaps and apply data science and process engineering to streamline the system. Take it one step further and harness robotic process automation (RPA), artificial intelligence (AI), and workflow technologies to accelerate processes and alleviate manual labor. Challenge #3: Struggling with system adoption and change management Not all organizations are equipped to handle change management and can struggle with system adoption for several reasons, such as a lack of tracking system usage, user reluctance, and lack of support. Teams tasked with using CLM software also need to be sufficiently trained and, if not, may experience frequent issues as users, resulting in frustration and the inability to maximize the system’s capabilities. Solution: Enlist help from industry veterans. Engage with a respected service provider with a track record of providing change management support and training and is able to work with most major CLM platforms. Best-in-class service providers can also employ a mix of lawyers, paralegals, process engineers, technologists, and data managers to ensure that a team with the right skills and expertise can tailor-fit their services to your organizational needs. One of the most desirable aspects of working with a service provider is having a dedicated help desk. This service ensures seamless assistance for users worldwide, guiding them on the optimal use of the CLM platform, tracking knowledge dissemination, and making necessary adjustments in real-time. The help desk support service is instrumental in troubleshooting contracting process issues, ensuring uninterrupted operations, and maximizing the platform’s utility.
Webinar: Managing Large-Scale Review Efficiently
It started as a routine internal audit, but evolved quickly into a formidable challenge of processing, hosting and reviewing a vast volume of data with a tight timeframe. The successful collaboration between West Technology Group, CloudNine and Integreon, resulted in a remarkably efficient process. The lessons learned underscore the ongoing challenges of data management in the contemporary global business environment. You will learn… How to tackle large scale review with fine-tuned workflows What criteria to look for in having the right people and technology in place to handle a complex review What are secrets to a successful project when dealing with multiple teams How all data, even the hard-to-manage chat apps, social media and text data, to be a part of the audit/investigation, needs consideration Watch the recording today and be prepared for when a large-scale review comes your way.
Cyber Risk & Insurance Innovation Europe
Join Integreon at Cyber Risk & Insurance Innovation Europe! Integreon will be at the Cyber Risk & Insurance Innovation Europe February 8th. While cybersecurity attacks continue to surge, premiums are increasing, capacity is being reduced, and coverage restricted. As the market needs to find a balance between buyers’ demand for affordable cyber cover and insurers protecting themselves from systemic losses, what steps can the industry take to create a sustainable, resilient, and affordable marketing for all? This event will provide key stakeholder insights into the current state of the cyber insurance market, and address major concerns with regard to cybersecurity risk, assessment, and underwriting challenges, and growth opportunities. Connect with Integreon Integreon will be on site all week and would welcome the opportunity to connect. Reach out to our cyber experts ahead of the event to set up a meeting or stop by our table and connect with us in person. To set up a meeting, please reach out to Jonathan Taylor SCHEDULE A MEETING LEARN MORE
Managed Document Review Case Study: Global Financial Services Client
Leveraging technology and expert resources to cost-effectively handle a large document review. Client Global Financial Services Client Challenge The client was party to a major international litigation related to the manipulation of the foreign exchange market. The starting volume for review was around 1.3 million documents with a 6-month deadline for completion. Solution Integreon assembled a team of document review experts that after an initial data analysis provided a recommendation for a right-fit technology-assisted review workflow that would cull the review population to save time and cost. The client accepted the team’s recommendation and moved to a Relativity-based continuous active learning workflow. Through the Integreon QA process, the review team believed that there were documents included in the review set that should have fallen outside of the search parameters. Integreon’s experts investigated and determined that key metadata fields were missing and, therefore, exclusion searches had not worked properly. Working closely with our technology partner, we added approximately three million documents to the search criteria. This resulted in several hundred thousand documents being added to the review set right before the substantial completion deadline. Results By utilizing seed sets and CAL models, the Integreon team was able to meet the deadline, despite the additional documents. The client was able to produce documents on a rolling basis to help meet the aggressive timeline. The recommended technology-assisted review resulted in a 54% reduction in volume for review. Out of a starting volume of 1,361,983 documents, 632,593 documents were reviewed. The Integreon document review team’s recommended workflow enabled the client and its legal team to comfortably and confidently focus on more critical strategic areas of the litigation.
Managed Document Review Case Study: Legal 500 Law
Building a document review strategy to meet the tightest of deadlines. Client Legal 500 Law Firm Challenge The client was party to a large UK litigation relating to a breach of contract claim. The review was complex, and Integreon was instructed to complete the review of 23,000 documents in 18 working days. Additionally, the data had to remain in the UK due to data privacy restrictions. Following further collection of data, the review volume grew to almost 700,000 documents, and the deadline could only be extended by a few days. Solution Working closely with the selected technology partner and the client, the Integreon document review team recommended and implemented a prioritized active learning workflow to meet the deadline efficiently and cost-effectively. Integreon put in place a delivery model consisting of three shifts each day. Most likely, relevant and hot documents were reviewed during the day shift by Integreon’s core team of senior reviewers who had originally been put on the project. Other likely relevant documents were reviewed during the second shift by additional senior reviewers added to the team. Finally, the likely not-relevant documents were reviewed by more junior members of the team during the night shift. Results Using technology to bifurcate the workflow, alongside round-the-clock shift work, the Integreon team reviewed approximately 500,000 documents in just 9 days. Lower cost resources during the night shift coupled with bifurcation of the workflow resulted in cost savings for the client. The Integreon document review team’s recommended workflow enabled the client and its legal team to comfortably and confidently focus on more critical strategic areas of the litigation.
Demystifying DSARs: A Beginner’s Guide
This article originally appeared in The Legal Technologist November/December 2023 Issue here. Learn more about The Legal Technologist on their website https://www.legaltechnologist.co.uk As individuals, we have the legal right to access personal data held by an organisation, and an increasing number of requests are submitted each year. Recently, politician Nigel Farage and Caroline Green famously and publicly spoke of their own DSAR requests thrusting DSARs back into the spotlight. Consequently, organisations (particularly financial institutions), are bracing for an onslaught of customer DSAR requests. What is a DSAR? The 1998 Data Protection Act introduced the concept of individuals in the UK having a right of access to personal data held by their employers or other organisations. In May 2018, the General Data Protection Regulations (GDPR) legislation came into force, making the DSAR process easier and more accessible for individuals. The ability to access your personal information is empowering and is an essential tool in our data driven society. Conversely, it is a costly disrupting exercise for organisations, particularly when it is weaponised as an act of defiance or retaliation. The deadline for response is only one calendar month following receipt (extensions are possible under limited circumstances). How can organisations ease the burden of processing DSARs whilst also ensuring individual rights are upheld within the necessary timeline? Effective Data Governance There is more to GDPR than just DSARs. The GDPR drives accountability for the way in which organisations control and process personal data. If an organisation doesn’t have robust policies/ procedures, they risk fines and penalties for violation. Effective data governance is critical. To establish a strong data governance policy, organisations need to understand: • What data is collected? • Who does it belong to? • Why was it collected? • How/where is it stored? • Who has access to it? • How is it shared/used? • How long is it being retained and is it purged when retention is no longer required? Maintaining compliance requires an ongoing process of monitoring business practices. Policies and controls must be regularly assessed. Key documents such as staff and public privacy notices must be accurate. Continuing compliance activities may include conducting impact assessments for new systems, reassessing security procedures, and analysing new and existing contracts and agreements to ensure that data processing meets the requirements of GDPR. Having a data governance policy in place and being fully GDPR complaint is critical. But what happens when those dreaded DSARs come through the door? DSAR Process and Procedure If you don’t have a clear and documented DSAR process, you need to design one as a priority! Your DSAR procedures should be governed by a process document or playbook. It should clearly map out who is part of the response team and the tasks they are responsible for, along with timelines. Your DSAR team may include external advisors such as lawyers, eDiscovery companies and/or document review expert service providers. If so, include their contact and process details. If you organisation expects both employee and customer DSARs, make sure your playbook accounts for that as the process will differ. For example, customer data may be more structured and templated in nature, but employee data will include information from multiple sources across the organisation in numerous formats (email, HR files, financial etc.) This means there will be differences with respect to collecting, processing and reviewing the data. What stages should I include in my DSARs process? Stage 1: Acknowledge and Validate Acknowledge receipt and confirm the timeline Ask questions if needed to fully understand the scope and avoid time wasted down the line Validate the identity of the requester. Disclosing personal data to the wrong person comes with serious and costly consequences! Stage 2: Collect and Process the Data Don’t make assumptions, ensure you conduct a thorough check of all systems and servers. Depending on volume, technology tools can be utilised to effectively cull the data, saving time at the next stage. If an eDiscovery provider is engaged, they will advise on analytics and use of Al. For example, deduplication, email threading and the application of search terms (variations of the requesters name for example) will all be beneficial. Stage 3: Review and Redact the Data Review the data to ensure it is responsive to the request, that no exemptions apply and redact personal data that is not that of the requestor. This step can take time and is costly to an organisation as generally there is a lack of capacity to take on a full review and redaction exercise. Many organisations elect to use a specialist document review services company for this phase. In doing so, the organisation gains not only a cost and time saving but benefits from project management skills and subject matter expertise, both help to significantly reduce the burden. Input from internal or external legal advisors is crucial. Exemptions to disclosing personal data exist within the GDPR but the application of those exemptions can be complex. Once the data has been fully reviewed and redacted, the next step is to share the data with the requester. Other Best Practices What else can an organisation do to ease the burden? Record Keeping and Communication Keeping a record of all communications and actions undertaken for each DSAR processed is key. Good record keeping provides the organisation with evidence of compliance with both internal processes and legal requirements. Also, keep the channel of communication with the requester open. Providing clear and timely updates on progress is good practice and can save you unnecessary headaches. Lessons Learned and Continuous Improvement GDPR compliance requires ongoing monitoring, assessment and updating. This practice should also apply to your DSAR process and playbook. If there are lessons learned along the way, ensure your playbook takes these into account and is updated. Education and Training Finally, there is no point in having robust data governance policies and a watertight DSAR process if both are not bolstered with training and education. At a minimum, training should take place during onboarding with regular refreshers thereafter.