Does OrcaTec process data?

Yes we do. We can handle all of the common ESI formats.

Does OrcaTec run a conflicts check?

Yes, we do.  We have a database of all of our customers and end user clients, current and past.

What happens if the OrcaTec team is conflicted out?

We will recommend alternative service providers.

Can OrcaTec provide a review team?

We can provide a review team in conjunction with our strategic partners.  We have partnered with multiple review teams in case one of them is conflicted out of a matter.

Does the technology work?

The technology in the OrcaTec Document Decisioning Suite works well.  The proof is in the results that it produces.  We engage in thorough quality control to ensure that each stage of operations is completed successfully.  We also believe very strongly in measuring the outcome of the entire eDiscovery process to determine the accuracy of the results.  We can guide the customers who need it through this process to ensure that the entire eDiscovery has been conducted in an optimum – and therefore reasonable – manner.

Who has used it?

Our technology has been used by a number of Fortune 1000 companies, law firms, and other organizations with excellent results.

Is the OrcaTec system secure?

Our system is highly secure.  Beyond requiring escorted access to the secure facilities, our Tier 3 US data center is protected by three factor authentication including biometric security with extremely limited access, combined with video and audio monitoring.  Our employees undergo thorough background checks.  Data are encrypted during transmission and are stored in encrypted form whenever possible, using appropriately tough standards. Two factor authentication is available as an add-on feature for the system and user interface.

Does the OrcaTec system scale?

Our system scales very well to large collections.  Our on-premise Atlanta data center is completely dedicated to providing for our clients’ needs.  We take advantage of virtualization and parallelization to handle large data sets. The largest data set we have handled to date included over 40 million documents.

How stable is the software?

The core software has been in use for about 4 years.  It is extremely stable.  Still, because we are technologists and scientists, we are constantly improving it.

What is the current version number of the OrcaTec Document Decisionings Suite?

We are currently on Version 3

How often is it upgraded?

We incorporate minor changes, such as bug fixes on a frequent basis.  Enhancements are released about every two weeks; major versions about twice a year.

Do my documents leave this country?

Your documents are securely hosted in OrcaTec’s proprietary Tier 3 data center in Atlanta. Unless you ask us to send them elsewhere, they never leave the US.

What type of data files can OrcaTec process?

We can handle all of the common eDiscovery data files, including Lotus Notes.  If your case involves an uncommon or proprietary format, we would be happy to discuss with you how these documents can be handled.  We can read and produce any of the eDiscovery load file formats, including basic CSV files, Relativity, and Concordance.  Custom formats can also be accommodated, please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. for more information.

Does OrcaTec provide training?

We provide free training to initial users.  For most users, training takes about 20 minutes.  The interface is designed to be simple, intuitive and highly effective.  People whose primary responsibility is to tag documents can usually be ready to work in about 5-10 minutes.

Will I get free training for new features?


What happens when I get new employees – how are they trained?

If additional training is required we will provide training via webinar on an as-needed basis.  The system is so easy to use, however, that typically current users can train new ones in a few minutes.

Tell me about your project management team.

Our project management team includes a number of highly experienced eDiscovery veterans, including experts who are frequently called on to teach eDiscovery as well as to practice it.  We pride ourselves in excellent customer support.

Who do I speak with to get a project started?

Contact your OrcaTec sales representative or contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .

Does OrcaTec collect data?

We can arrange to get your data collected anywhere in the country.  We also can assist with pre-collection strategies to ensure the collection scope is as narrow as possible, while remaining defensible.  We have extensive experience in computer operations management and understand how and where data live on systems, and guiding collection efforts.

How do I get data to OrcaTec?

Data can be delivered to our Atlanta data center via FTP, or for larger collections via hard drive.  Contact us before data are collected to ensure that all of the pertinent data are collected and saved in the most compatible fashion.  If appropriate, please ensure you have Chain of Custody documentation travel with the data.

What services does OrcaTec provide in addition to processing and analyzing data?

Call us at the first sign of an impending case. OrcaTec has on staff a number of most successful and innovative eDiscovery specialists in the US.  We are happy to provide strategic and tactical consulting concerning your eDiscovery project, and can help you with all technical and strategic aspects of your eDiscovery process.  Call us at the first sign of an impending case.  We can help you prepare, negotiate with the other side about discovery issues and serve when needed as expert witnesses.

Can OrcaTec handle OCR data?

We can handle OCR data.  If you have image documents that need to be OCRed we can process them into text at an additional cost.  Our concept search and predictive coding are particularly well suited to handling OCR data because they involve the formation of language models directly from the documents that are read, rather than based on any preconceived notions of what words ought to be present and what they ought to mean.

How is the OrcaTec Document Decisioning Suite different from other first-pass review systems?

The core of the OrcaTec Document Decisioning Suite is the process of language modeling.  The system learns the meanings of words and documents from the very documents that it reads.  It lets the data inform us what the documents are about, quickly and visually revealing time lines, social networks and relationships between documents.  There is no need for expensive, difficult, and time-consuming work up front to try to formulate the exact words and phrases that have been used by document authors to talk about the matter.  The OrcaTec Document Decisioning Suite is consistent with many workflows and its performance can be measured at each step in the process.

Does OrcaTec have a review tool?

The OrcaTec Document Decisioning Suite includes a basic set of tools for document review and tagging, but it is not aimed at the kind of factory review that has previously been necessary.  It is designed primarily as a tool for document analysis and first pass review.  Its predictive coding is so effective that you are unlikely to need armies of reviewers to get through it and to conduct privilege reviews.  Please view our case studies on this topic to understand the incredible impact of our OrcaCategorize predictive coding tool on the staffing, costs and timelines of cases where this has been used.  A few attorneys with expertise in the case is usually enough.

What if, after culling the data, we want to review it in a specific review tool?

We will happily export the data in whatever format is appropriate for intake into your favorite review tool.

Can OrcaTec redact documents?

We can.  We have basic redaction capabilities.  Our emphasis is on first pass review, analysis, and culling.

Can OrcaTec produce native files?

Yes we can, or files in any of the major load file formats.

Can data stored in the OrcaTec Document Decisioning Suite be reused in other matters?

Yes, and we won’t charge you for it, either.  We can help you to build a repository that can be used in many matters.  Collection from this repository is largely a matter of pushing a button.  The Document Decisioning Suite all works together to help you analyze the documents you have.  We do not care how many matters you need to analyze those documents for.

What references can OrcaTec provide?

Much of our work is conducted under nondisclosure agreements.  We keep our customer lists confidential and only reveal them after receiving specific permission.  If you need references, please contact us.

What workflow does OrcaTec recommend for early case assessment and first-pass review?

OrcaTec can support a broad range of workflows.  One possible workflow is to load the data into the OrcaTec Document Decisioning Suite and then use the tools, such as concept search and clustering, to build your familiarity with the precise kind of language people used to talk about issues in the case. Once an appropriate level of familiarity has been achieved, then we can employ predictive coding to complete the first pass review.  An expert, such as a senior attorney or a subject domain expert reviews a series of random samples.  Over the course of this series, the computer comes to predict the responsive and nonresponsive documents.  Then the same implicit rules learned from the expert’s decisions are applied to all of the remaining documents.

Another workflow choice is to jump straight into the predictive coding once the documents are loaded in order to let the document set speak directly to the reviewer without preconceptions.

Why shouldn’t we use keyword and custodian culling?

Studies such as Blair and Maron’s 1985 paper and several TREC papers have found that keywords, even when negotiated with the other side are not very effective at identifying responsive documents.  Keywords are both under- and over-inclusive, and to quote Judge Andrew Peck “keywords are like an adult version of Go-Fish, where one side guesses the other side’s terminology”.  The processes in the OrcaTec Document Decisioning Suite are measurably more accurate, and are based on what is actually in the documents instead of what you are guessing is going to be in them.

Is the OrcaTec technology defensible?

Transparency is a key value for us.  We track all of the events that occur to each document and every action by each user of the system.  We provide a full audit trail.  We measure the performance (e.g., precision and recall) of our predictive coding.  Our processes are based on sound science.  We don’t hide behind, “I’m sorry I can’t tell you that.  It’s proprietary.”  With OrcaTec you know what you are getting, can describe it in a straightforward manner, and can attest to its accuracy.

Can OrcaTec provide any scientific evidence concerning such processes as predictive coding?

Grossman & Cormack in the Richmond Journal of Law & Technology

Roitblat, Kershaw, & Oot in the Journal of the American Society for Information Science and Technology


Are there any court decisions that would validate the use of predictive coding?

So far as we are aware, there are no court decisions directly validating predictive coding.  However, there also no court decisions specifically validating keyword searching.  We do not think that such a decision is likely to be forthcoming either, because courts are rarely asked to decide about a process that works.  Several judges have expressed the opinion off the bench that such technologies should be encouraged.

Can OrcaTec provide any legal writings relevant to the use of predictive coding or other technologies used in the OrcaTec Document Decisioning Suite?

Here are a few.

Datel v. Microsoft (Datel Holdings Ltd. v. Microsoft Corp., N.D. Cal. No. C-09-05535 (March 11, 2011))

Federal Rule of Evidence 502: Has it Lived up to its Potential? by Hon. Paul W. Grimm, Lisa Yurwit Bergstrom, and Matthew P. Kraeuter

Judge Peck and Predictive Coding at the Carmel eDiscovery Retreat by Chris Dale

Mandating Reasonableness in a Reasonable Inquiry by Kershaw, Oot, & Roitblat

Ten Key E-Discovery Issues to Watch in 2011 by David J. Lender and Hon. Andrew J. Peck

What if I have other questions for OrcaTec?

We look forward to hearing from you! Please call us at 888-335-2200 x2 or email to  This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .