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Summation's
Featured Litigators
Gary S. Moorefield and Andrew J. Tine
Haese, LLC
70 Franklin Street, 9th Floor
Boston
,
MA
02210
http://www.haese.com
How I Use Summation:
Haese LLC utilizes Summation Blaze in conjunction with proprietary Internet software applications to allow us to identify “trouble spots” in a construction project before they lead to expensive delays, and when all of the parties are most willing to work together to bring a project back on track. T
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Kathleen M.
Anderson
Barnes & Thornburg
600 One Summit Square
Fort Wayne
,
IN
46802
How I Use Summation:
In large cases I load documents, witness transcripts and depositions into Summation. With a laptop computer, I am able to efficiently identify and access documents and actual or potential witness testimony related to the task at hand, be it a deposition, mediation, discovery responses, or trial prep
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George
Bellas
Bellas & Wachowski
15 North Northwest Highway
Park Ridge
,
IL
60068
http://www.summation.com/news/nlj092401.pdf
gbellas@attbi.com
How I Use Summation:
(See also George Bellas’ article in the National Law Journal: http://www.summation.com/news/nlj092401.pdf.)
How Robert A. Clifford and George Bellas Used Summation on a Case Together:
Although everyone recognizes that technology has many applications in litigation, finding ways of utilizing it ec
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Steven
Blair
Bryan Cave
33 Cannon Street
London
,
England
EC4M5TE
http://www.bryancave.com
How I Use Summation:
As a litigator, I find Summation invaluable, particularly on heavy document cases. With the ability of scanning of documents, undertaking OCR searches and linking a database to each document these enable me to collate and manage documents far more quickly and at a reduced cost to the client. In
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Michael S.
Blazer
Michael S. Blazer, P.C.
1557 Highridge Parkway
Westchester
,
IL
60154
mblazer@blazer-law.com
How I Use Summation:
Transcript annotation and control; document and evidence linking; electronic trial notebook; preparation of direct and cross exams. Summation allows me to carry an entire case to court on my notebook computer without the need to carry box loads of transcripts and documents. Technology is the great
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Peter F.
Burns
Burns, Cunningham, Macker, & Fillingim
50 Saint Emanuel Street
Mobile
,
AL
36633
http://www.lawyers.com/bc&m
How I Use Summation:
I used Summation for many years for managing documents and transcripts. Those features are indispensable if a small firm is going to tackle complex litigation. Several years ago, in Looney v Davis, 721 So.2d 152 (Al. 1998), the Alabama Supreme Court reversed a large verdict Danny and I obtained ba
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Daniel J.
Callahan
Callahan & Blaine
Hutton Centre Drive, Suite 900
Santa Ana
,
CA
92707
http://www.callahan-law.com
How I Use Summation:
In all of my trials, the person that has had the best command and ready access to and understanding of the documents has prevailed. For that reason, I rely on experts in the field just as my clients rely on me to handle their most difficult cases. In the Beckman Coulter case mentioned above there we
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Gordon
Capern
Gowling, Strathy & Henderson
Commerce Court West, Suite 4900
Toronto
,
Ontario
M5L 1J3
http://www.gowlings.com
How I Use Summation:
The benefits of litigation specific technologies is not something that is realized over night. Rather, the positive results of implementing such a system are seen through long-term planning and integration on a firm-wide basis.
As a leading Canadian firm with a demanding litigation practice, Gowli
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Gerard T.
Carmody
Bryan Cave LLP
211 North Broadway
Suite 3600
St. Louis
,
MO
63102
How I Use Summation:
I use Summation to search and annotate transcripts, and to search evidentiary document databases. When I locate a document summary of interest, I can use Summation to view an image of the document on screen, or print it out. During trial, I can present key documents to the judge and jury – and mak
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John Allen
Chalk, Sr.
Whitaker, Chalk, Swindle & Sawyer, L.L.P.
301 Commerce Street
Suite 3500, City Center II
Fort Worth
,
TX
76102-4186
http://whitakerchalk.com
How I Use Summation:
Organize and manage documents; construct chronologies and witness lists; prepare cases without paper files; respond to discovery requests; trial presentation; deposition and trial exhibit management and presentation; transcript searching; creation and preservation of notes and summaries; handle and
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Charles
Chauvel
Rudd Watts & Stone, a member of the Minter Ellison Legal Group
P.O. Box 2793
Wellington
,
http://www.minterellison.co.nz
charles.chauvel@minterellison.co.nz
How I Use Summation:
Document management, keyword searching in judgments, transcript noting and searching in appellate work, and eliminating use of bulky documentation. "Summation software has dramatically enhanced my access to information in and out of the courtroom. I can retrieve documents at the touch of a button
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Robert A.
Clifford
Clifford Law Offices
120 N. LaSalle Street
31st Floor
Chicago
,
Illinois
60602
http://www.CliffordLaw.com
RAC@CliffordLaw.com
How I Use Summation:
I read all depositions in Summation in my preparation for trial. I make notes and use key words in order to prepare for direct and cross examinations as well as for impeachment purposes.
In large, complex cases, such as commercial airline crashes, I also program in Summation abstracts of all docum
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Paul F.
Cohen
Law Offices of Paul F. Cohen
4929 Wilshire Boulevard
Suite 410
Los Angeles
,
CA
90010
How I Use Summation:
On all my cases, I always obtain ASCII disks, take dated notes on the transcripts, code issues, and create a dynamic database of depositions and documents. I keep this information on both my desk computer and my laptop. This enables me to track all my cases. At depositions, I can ascertain the testi
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Tom
Cunningham
Cunningham, Darlow, Zook & Chapoton, LLP
600 Travis
Suite 1700
Houston
,
Texas
77002
http://www.cdzc.com
How I Use Summation:
It is my right arm. Good organization is the key to success. Summation is an indispensable tool in large cases
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Daniel J.
Davis
Winstead, Sechrest & Minick
1201 Elm Street
Dallas
,
TX
75270
http://www.winstead.com
How I Use Summation:
For over a decade I have relied on Summation for deposition review and search capability. It's invaluable as a search vehicle during trial. We now rely exclusively on Summation as a database for document management and retrieval as well. No other system is as comprehensive and user friendly.
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Phillip J.
Duncan
Duncan & Rainwater, P.A.
6315 Ranch Drive
Little Rock
,
AR
72223
http://www.DuncanRainwater.com
How I Use Summation:
I manage my attorneys and staff in a team environment. There is a conference room connected to my office that has a drop-down screen, and on the days I am in the office, we will gather in the conference room for at least a couple of hours to discuss cases. We can review a large amount of documents
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S. Gene
Fendler
Liskow & Lewis
Suite 5000 701 Poydras St.
New Orleans
,
LA
70139
http://www.liskow.com
How I Use Summation:
I was introduced to Summation during a seven week trial several years ago. We had close to twenty attorneys involved during the trial, representing six parties. Over a million documents had been produced during discovery, resulting in 4000 plus exhibits. In addition, over one hundred depositions
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Joseph A.
Fried
Henry, Spiegel, Fried & Milling, LLP
950 East Paces Ferry Road, Suite 2450
Atlanta
,
GA
30326
http://www.hsfmlaw.com
How I Use Summation:
When I first got involved in automotive product litigation I knew that I either had to hire a host of people to help me with the boxes and boxes of paper discovery I was receiving or turn to technology. I chose the later. I bought Summation, scanners and high end scanning software. With a lot of
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Michael
Gallagher
The Gallagher Law Firm
777 Walker Street
Suite 2500
Houston
,
TX
77002
http://www.gallagher-law-firm.com/
mike@gld-law.com
How I Use Summation:
I first began to use Summation in the late 1990s when I was introduced to it by my staff who struggled long and hard to first make me turn on the computer, and then make me try to learn how to use Summation iBlaze. Pam McLemore and Shawna Fugate deserve great praise for their efforts in that regard
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Stanley M.
Gibson
Jeffer Mangels Butler & Marmaro
1900 Avenue of the Stars
Los Angeles
,
CA
90067-4308
How I Use Summation:
Technology is essential for today's litigators. Finding a key document, a deposition excerpt, or a pleading using a computer search tool is simply cheaper, faster and better than the old-fashioned way of dealing with paper.
I use Summation to prepare for upcoming depositions by searching prior dep
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Ernie
Gieger
Pulaski, Gieger & Laborde
Suite 4800 - One Shell Square
701 Poydras Street
New Orleans
,
LA
70139-4800
How I Use Summation:
During my most recent trial, I worked with Connie Nichols and Stephanie Franks of Docusource in New Orleans to organize the testimony of more than 200 witnesses and 1,000,000 documents. They introduced me and my firm to Summation and guided us through the learning process by explaining the breadth
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Jeffrey W.
Golan
Barrack, Rodos & Bacine
3300 Two Commerce Square
2001 Market Street
Philadelphia
,
PA
19103
jgolan@barrack.com
How I Use Summation:
We prosecute complex class action cases on behalf of investors and consumers of all types, in a broad range of case circumstances. Summation provides us with an essential record-keeping and trial preparation tool that we need. In the Cendant case, we used Summation to catalog and organize the millio
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Theresa J.
Henson
Meredith Cohen Greenfogel & Skirnick, P.C.
117 S. 17th St., Suite 2200
Philadelphia
,
PA
19103
How I Use Summation:
My firm uses Summation to manage discovery in class action suits. Documents, obtained from defendants, are reviewed by a team of attorneys. Selected documents are summarized, coded and inputted into the database. We connect images to each summary. Copies of the database can be sent to various lo
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Miles E.
Hoisington
Attorney At Law
,
How I Use Summation:
Today's computer technology allows my small office to provide the same quality of legal services as the largest firms in Boston. Instead of using a big firm's "manpower" approach to case management, I rely on Summation and a litigation support service (Uniscribe) to help me manage everything from t
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David G.
Hymer
Bradley, Arant, Rose, & White
2001 Park Place
Suite #1400
Birmingham
,
AL
35203-2736
http://www.barw.com
How I Use Summation:
I began using Summation in 1993 during the course of my involvement in the case arising out of the construction of the nuclear power plant. We had taken well over 100 depositions in that case and also had tens of thousands of documents which had to be organized. We knew that we needed to get compute
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James B.
Irwin
Irwin Fritchie Urquhart & Moore, LLC
400 Poydras Street
Suite 2700
New Orleans
,
LA
70130
http://www.irwinllc.com
How I Use Summation:
To prepare for depositions, hearings and trial.
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Robert
Johnston
Ebsworth & Ebsworth
Level 21
126 Phillip Street
Sydney
,
NSW 2000
rjohnston@ebsworth.com.au
How I Use Summation:
At Ebsworth & Ebsworth we have introduced Summation to all cases that come through the door - both big and small. Younger solicitors in particular are far more comfortable managing cases and large numbers of documents on screen. Summation will become a tool a litigator cannot do without, especially
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Robert J.
Kaufman
Kaufman, Chaiken, Miller & Klorfein
8215 Roswell Road
Building 800
Atlanta
,
GA
30350
http://www.kaufmanchaiken.com
rjk@kaufmanchaiken.com
How I Use Summation:
I have been an avid Summation user for over a decade. I use it in all of my litigation cases both large and small. It allows me the portability of taking my cases with me to work away from the office without being loaded down with tons of paperwork. The portability of having transcripts, scanned exh
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Mark
Kosieradzki
Kosieradzki Smith Law Firm LLC
13100 Wayzata Boulevard
Suite 140
Minnetonka
,
MN
55305
http://www.koslawfirm.com
Contact@koslawfirm.com
How I Use Summation:
Nursing home cases require the assimilation of massive amounts of information. Typically we take 25-50 depositions. We always discover in excess of 10,000 documents per case. We use Summation to analyze the documents we receive, identify which documents were not produced, and compare documents wi
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Michael P.
Lynn
Lynn Tillotson & Pinker LLP
750 N. St. Paul
Suite 1400
Dallas
,
TX
75201
How I Use Summation:
Every deposition in every case I am handling I have loaded into Summation on my laptop. Every deposition exhibit is also loaded and exhibit references in the depositions are hyperlinked to the document. As I read depositions I code positive and negative passages along with follow up and motions in
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Thomas P.
Malone
Barna, Guzy & Steffen, Ltd.
400 Northtown Financial Plaza
200 Coon Rapids Blvd.
Minneapolis
,
MN
55433
How I Use Summation:
I use Summation for categorizing facts and organizing them by factual issues important in each case. Then, if I need to know what I have in a particular case pertaining to a specific factual issue, I have only to use the "issues search engine" in order to call up materials germane to that issue. I h
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Don
Nichols
Kaster & Anderson
4644 IDS Center
Minneapolis
,
MN
55402
http://www.nka.com/firm/nichols.html
How I Use Summation:
I use Summation starting with the realtime feature. I like realtime features as it allows me to ask my questions very precisely and in those instances where I have an attorney who makes many objections during the deposition, I find it particularly useful to know exactly what the question was and the
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Bruce A.
Olson
OLSON LAW GROUP, LLC
100 West Lawrence Street
Suite 3B
Appleton
,
WI
54911
How I Use Summation:
I use Summation on a daily basis in my trial practice. We have a "paperless" office in which we image every incoming case document. We then load all externally received documents and internally generated documents into a case file in the Summation Database. Likewise, all exhibits are imaged and ente
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William F.
Patterson, Jr.
Forman Rossabi Black
3623 N. Elm Street
Suite 200
Greensboro
,
NC
27455
wfp@frb-law.com
How I Use Summation:
I use Summation to master and organize the facts of a case so that I can create a story that will capture the hearts and persuade the minds of the jury. Using its powerful database features and full text search capability, I am able to link the elements of my case to the facts necessary to prove th
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David L.
Perry
Perry & Haas
2300 Frost Bank Plaza
Corpus Christi
,
TX
78470
http://www.lawyers.com/perryhaasllp/
How I Use Summation:
We used Summation intensively in a number of ways.
1) We routinely database and index large volumes of document production. We now use Summation to image many of the documents, so that we can not only find our database summaries of particular documents, but can also pull up images and read the act
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Richard T.
Phillips
Smith, Phillips, Mitchell, Scott & Rutherford
103 Bates Street
Batesville
,
Mississippi
38606
Flip@smithphillips.com
How I Use Summation:
The amazing thing about Summation is that you can use it in every size case. In a normal personal injury or products liability case, Summation puts every document and every phrase of each deposition at your fingertips. In document-intense litigation like the life insurance deceptive sales practices
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Robert J.
Pohlman
Ryley, Carlock & Applewhite, P.A.
1 N. Central Avenue
Suite 1200
Phoenix
,
AZ
85004-4417
How I Use Summation:
Recently, I used Summation in the mediation of a patent dispute in which there were in excess of 50,000 documents and 25 depositions. At the mediation, I had my laptop computer and portable printer. Through the use of Summation, I was able to quickly access and print any one of the 50,000 documents
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Richard A.
Purdy
Purdy, Jolly & Giuffreda, P.A.
1322 South East Third Avenue
Ft. Lauderdale
,
Florida
33316
flalaw1983@aol.com
How I Use Summation:
Carry all depositions in laptop, annotate, use in depositions, and cross-examine at trial with laptop while Judge views real-time transcript. Soon to use real-time transcript and annotate during depositions. Often use search capability to find key testimony for summary judgment motions and for cross
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Robert
Rachal
McCalla, Thompson, Pyburn & Shapiro
650 Poydras Street
Suite 2800
New Orleans
,
LA
70130
http://www.mtphs.com
How I Use Summation:
I use Summation to manage all the evidence in my cases; the program’s imaging features allow me to go paperless on massive document cases. Summation is very intuitive – within a few weeks of beginning to use the product, I felt very proficient with it. Like most software users, I imagine that I us
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Patrick M.
Reidy
Dysart Taylor Lay Cotter & McMonigle, P.C.
4420 Madison Avenue
Kansas City
,
Missouri
64111
How I Use Summation:
Believe it or not, I have not always been a technological guru. As recently as a year ago, I had never heard of, much less used, Summation.
In September 1998, a long-time client was "third-partied" into a federal court case which had already been pending for nearly a year. The plaintiffs and defen
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Mark K.
Riashi
Dickinson, Wright, Moon, Van Dusen & Freeman
500 Woodward Avenue
Suite 400
Detroit
,
MI
48226
http://www.dickinson-wright.com/
How I Use Summation:
During the discovery phase, I use the document database features of Summation to identify documents authored by potential witnesses or deponents. Summation provides an invaluable time-saving and accurate means to collect and analyze such documents. As the case gets closer toward trial, I use the dep
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Jack K.
Robinson
Howie & Sweeney
P.O. Box 815
Greenville
,
Texas
75403-0815
jrobin@gte.net
How I Use Summation:
I am a plaintiff’s lawyer. I do not get paid until my clients get paid. In order to stay in business, I must develop my cases as quickly as possible and either get them settled or ready for trial. At the same time, it is not uncommon to have a case be set for trial several times before it is either
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Chuck
Ross
Brafman & Ross
767 Third Avenue
26th Floor
New York
,
NY
10017
ross@brafmanross.com
How I Use Summation:
Although we are relatively new Summation users at my firm, the program has become indispensable to my practice. We scan all our paper discovery directly into Summation through our high speed copier/scanner, organize any transcripts of prior proceedings, wiretaps, prior informant or witness testimon
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Eugene A.
Schoon
Sidley Austin Brown & Wood
Bank One Plaza
10 South Dearborn Street
Chicago
,
IL
60603
http://www.sidley.com/offices/chicago.asp
How I Use Summation:
Summation is the primary tool I use for managing case information. Its user friendly features allow me to scan testimony, focus in on key concepts, prepare cross-examinations and capture my impressions of the evidence. I often prepare portions of my cross from depositions while the witness is on t
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Gerry
Schwartzbach
Law Office of M. Gerald Schwartzbach
655 Redwood Highway
Suite 277
Mill Valley
,
CA
94941
http://www.mgslawyer.com
How I Use Summation:
As a tool by which to organize and efficiently and effectively use the information that comprises my file.
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Frederick H.
Shiver, P.C.
12221 Merit Drive
Suite 1440
Dallas
,
Texas
75251
fshiver@iamerica.net
How I Use Summation:
I am a Plaintiff’s trial lawyer, and have chosen to maintain a relatively small shop. At the same time, we tend to handle larger products liability and health care liability cases that require management of large volumes of documents and deposition testimony. Our practice operates in a world where c
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Alan J.
Steinberg
Steinberg & Steinberg, L.L.C.
Creve Coeur Executive Park
655 Craig Rd., Suite 338
St. Louis
,
Missouri
63141
http://www.steinberglaw.com
How I Use Summation:
In document intensive cases, nothing performs as well as Summation for database use, and the integration of depositions and pleadings. It is dependable, and saves clients money instead of costing clients money. Summation pays off immediately by allowing quick and accurate retrieval of documents and
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Lee Davis
Thames
Butler, Snow, O'Mara, Stevens & Cannada, PLLC
210 East Capitol Street, 17th Floor
P.O. Box 22567
Jackson
,
MS
39225-2567
http://www.butlersnow.com
How I Use Summation:
Throughout the entire litigation process: Beginning with the outline of the case and the imaging of the pleadings, continuing through the scanning and indexing of documents, the reading and outlining of depositions, and graphics for use at trial. Because I travel almost three weeks out of four and
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Frank
Tomeny III
Tomeny & Fisher
6709 Perkins Road
Baton Rouge
,
LA
How I Use Summation:
We have four attorneys and one new hire who just took the bar exam. We use the network version in the office for the paralegals and attorneys to scan and code documents and exhibits. We have a paralegal download the deposition transcripts as soon as they arrive. We generally have the court report
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Jeffrey
Wagner
Winston & Strawn
35 West Wacker Drive
Chicago
,
IL
60601
http://www.winston.com
How I Use Summation:
I first learned Summation working on the Halmos litigation mentioned above. That matter, like many that followed it, was a complex commercial dispute involving dozens of depositions, innumerable court hearings and tens of thousands of documents. Summation consistently helps me keep all of that str
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Jim
Walsh
Walsh, Donovan & Keech LLP
595 Market Street
San Francisco
,
CA
94105
http://www.wdklaw.com
Jwalsh@wdklaw.com
How I Use Summation:
I use Summation in all of my cases. First, I obtain all transcripts electronically and put them in Summation. I search them in every conceivable way. Second, I use the Case Organizer extensively. . Most of the time I use RealTime during depositions and note important points during the deposition by
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David G.
Wasinger
Murphy Wasinger, L.C.
Magna Place, Suite 550
1401 S. Brentwood Blvd.
St. Louis
,
MO
63144
How I Use Summation:
I use Summation to categorize and search for particular documents/exhibits, and to search and annotate transcripts in larger cases. The software is an incredible time-saver. Together, with the assistance of my brother Mark Wasinger, the software was an integral part of our success in the Conseco v
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Alan
Wasserman
Law Office of Alan Wasserman
Metropolitan Corporate Plaza
485A Route 1 South, P.O. Box 597
Woodbridge
,
NJ
07095
How I Use Summation:
Interestingly, I am computer illiterate. (When I was contacted regarding this profile, I was asked whether or not I am on the "Internet." I responded that I knew what "Internet" meant, but have no idea how to get into it.) However, I think I can tell anyone anything there is to know about the Summat
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Tom
Welsch, P.C.
Poore, Roth & Robinson, P.C.
1341 Harrison Avenue
Butte
,
Montana
59701
prr@in-tch.com
How I Use Summation:
My reliance on Summation varies with the type of case. In all cases I use Summation to outline depositions on the basis of subject matter. I find it critical at trial that I be able to locate deposition testimony that conflicts with a witness's trial testimony. The typical deposition does not allow
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Mark S.
Werbner
Sayles, Lidji and Werbner
4400 Renaissance Tower
1201 Elm Street
Dallas
,
TX
75270
How I Use Summation:
I use Summation extensively throughout the proceedings of most of my cases. I have found this to be an effective tool. From the very beginning of a case, I choose to image and summarize key documents so that they are easily accessed in and out of the courtroom. I rely on a dependable and professiona
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James D.
Wilson
Plunkett & Cooney, P.C.
2950 S. State Street
Suite 300
Ann Arbor
,
MI
48104
http://www.plunkettcooney.com/
How I Use Summation:
South Macomb Disposal Authority v. Cranford Insurance Company and International Insurance Company, an insurance coverage case involving issues of coverage for environmental contamination claims, was tried in Macomb County Circuit Court from October 17, 2000 through July 5, 2001. The verdict has not
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Susan
Wortzman
Lerners LLP
130 Adelaide Street West
Suite 2400
Toronto
,
Ontario
M5H 3P5
http://www.lerners.ca/
How I Use Summation:
Summation is a tool I am trying to use in all cases that come across my desk, knowing that it will ease my role in managing both complex and the smaller cases. Given the constantly lowering costs of scanning documents and given the volume of paper that we currently have to deal with, it is eminently
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Laurel R.
Zaeske
Rus, Miliband, & Smith
2600 Michelson Dr.
Suite 700
Irvine
,
CA
92612
lzaeske@rmsapc.com
How I Use Summation:
I started using Summation about six months ago and I'm already a big fan.
We are utilizing the various components on a large Class Action lawsuit I'm working on which is slated to go to trial early next year. We have all of our depositions loaded into a database together with important pleadings a
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