BFMA Designing Forms to Facilitate Records AutoClassification Live Webinar

BFMA & Valora Technologies Present:

Designing Forms to Facilitate AutoClassification Live Webinar

Whether your are using paper or online forms, entering data is slow, tedious and error-prone for the data submitter. And just as slow, tedious and error-prone for the data recipient! Fortunately today there are software programs that “read” textual content, even from forms, to help with both the entry and extraction of key data. But, there is a right way and a wrong way to set up forms for #AutoClassification – come learn the difference and set your clients, your organization and yourself on the path to automation success.
Join Sandra Serkes, CEO & President of Valora Technologies, for a class in best practices around designing forms for AutoClassification, and an in-depth discussion about the crucial intersection between forms and the information they contain, particularly when they meet Records Management and Information Governance initiatives.
We’ll cover:
  • How to create and manage forms to assist Legal and Records workflows and processes down the line
  • How forms join other document types to become systems of record
  • What Information Governance is and how forms fit in
  • Re-thinking forms as unit information repositories
  • Introduction to AutoClassification – how machine learning automatically derives information from forms and why organizations need this capability in a modern information management environment
  • The future of forms in an information-rich world

Sponsored by

September 7, 18|Categories: News|

ILTACON 2018 Panel: AutoClassification is Real; Don’t let Perfect be the Enemy of Good

Records & InfoGov professionals have long anticipated the ability to AutoClassify records and information. Vast information volumes make it unrealistic and inconsistent to rely on users to classify content – it’s time to let Machine Learning take over.


This session covers real-world case studies of successful AutoClassification implementations, including establishing effort scope, key decisions and considerations, and developing workflow logic and business rules.


Learn from your peers what’s possible now with current technology and what’s coming on the horizon.




Boston Voyager – 6/21/18 – Meet Sandra Serkes of Valora Technologies in Bedford

Meet Sandra Serkes of Valora Technologies in Bedford

By Boston Voyager Staff

Today we’d like to introduce you to Sandra Serkes.

Sandra, please share your story with us. How did you get to where you are today?
Valora started when its founders realized there was not a good way to “link” data from one area to another, even when the associations were readily apparent. We built a software engine to identify patterns in files and associate related information. There was an immediate need in the legal community where large document populations are the norm and there is an unending need to discover “who knew what when.”

Today we would call such terms “metadata” and the technology that identifies them “AutoClassification.” Originally providing our technological capabilities as an outsourced service, Valora today supports SaaS and cloud-based options in addition to outsourced services, as well as on premises product installations of PowerHouse and BlackCat, our flagship products.

Has it been a smooth road?
It has not been a smooth road, but what is? Some obstacles we faced were erratic, project-based revenues, and the rise of competition. Any purely services-oriented company will face days of feast and days of famine, as the project work ebbs and flows.

That was one of the driving decisions towards productizing our capabilities and offering more round-the-clock and round-the-world offerings – to even out the demand and utilization. Today about 70% of our work is recurring in nature (rather than one-off), and that has made an incredible difference in our stability and ability to invest in our future.

The second obstacle that we were bound to face eventually was competition. Even the best technologies will eventually come under attack. First, we were hit with low-cost offshore labor as a potential competitive approach and later, other competing technologies. The solution to both was (and continues to be) to keep investing in the technology to make it stronger and more and more capable. Also, today our longstanding reputation has become a strong factor as we have “seen it all” when some newer entrants really haven’t.

So let’s switch gears a bit and go into the Valora Technologies, Inc. story. Tell us more about the business.
Valora helps bring sanity to the chaos that is enterprise information. For far too long, organizations have been following a “save everything” mentality. This is not only sloppy and error-prone, but it’s dangerous. Data that is haphazardly saved and stored, whether in compliance with retention and data privacy policies or not, is ultimately fair game for litigation, investigation, and of course, hackers (breaches). Our software AutoClassifies enterprise content so that those responsible for its contents, typically Legal, Records, Compliance, etc., can know what they have, what it contains, where it should be stored – and how, for how long, and how and when to dispose of it properly. We are becoming a data-driven society. Proper data management is long overdue.

Valora is known for innovative and elegant solutions that utilize AutoClassification and AI business rules to organize and manage enterprise data. We pioneered the technique over 17 years ago and have been refining our craft ever since, today incorporating Machine Learning, cloud processing and storage, and other promising technologies.

As a company, we are most proud of the successes we have seen with our clients. There is nothing more flattering than hearing, “we couldn’t have done it without you!”

How do you think the industry will change over the next decade?
There are a lot of changes happening right now in our industry.

First there is the consolidation of a number of related industries coming together as Information Governance. InfoGov is slowly subsuming the sub-industries of eDiscovery, Records & Information Management, Data Privacy, and Compliance. By combining forces and experience, the industry as a whole becomes smarter, better funded, and better equipped to deal with the unending onslaught of data, both that which we currently hold, plus what’s coming very soon from the Internet of Things (IoT).

Second, cloud adoption rates are blowing past all expectations. The cloud is going to be where we store our data and where we process and manage it, too, within the next 5 years. There is no such thing as ignoring cloud services anymore.

Third, like all industries, ours is benefiting greatly from the rise of AI, and Machine Learning, in particular. ML is well-suited for crunching large volumes of textual data (documents and files), and we see excellent success with our early forays. We at Valora will be incorporating much more ML and data-driven analysis, and I imagine others will be, too.

Contact Info:

To read the full article click here.

June 21, 18|Categories: Feature 1, News|

AutoClassification 101 The Future of Information Governance and Content Services Webinar Recording

In this final session of the AutoClassification 101 Webinar series, presented by Epiq and Valora Technologies, Sandra Serkes and Julie Colgan look ahead to discuss “The Future of Information Governance and Content Services.”

In this session we explored:

  • Data Accumulation Realities: Where your data comes from, how quickly it accumulates, who uses and needs it, and what is likely to change over time.
  • Understanding Content Services: Is ECM really dead? How does a Content Services model work with Information Governance framework?
  • Future-Forward Information Governance: All cloud all the time, pro-active data analysis, real-time compliance and response, acceptable use and permissions, governance around IoT.
  • Artificial Intelligence: Predicting issues, changing behaviors and pre-empting crises. From whiz-bang to best practice, harnessing the power without destroying ourselves.

View the PowerPoint featured in this video here.

May 17, 18|Categories: News|

Creating Structure from Unstructured Data Featuring Nick Inglis

In this webinar, Sandra Serkes and Nick Inglis discussed:
  • The difference between structured, semi-structured and unstructured data
  • How to make sense of large silos of unclassified content, generating context, and leveraging line-of-business SMEs to assure quality classification
  • Strategies for choosing a good place to start a content assessment project
  • Tips, tricks and pitfalls learned from the field
  • File type challenges, the value of OCR, clustering, and more!

View the PowerPoint featured in this video here.


May 3, 18|Categories: News|

GDPR: An American Perspective – Webinar Recording

Interest is growing for U.S. organizations regarding GDPR compliance in the U.S., particularly for U.S. organizations who do business globally.  U.S. organizations need to know what they are responsible for, where their risky data is, and how to handle it efficiently. For example: are you ready to handle data subject access requests?

This webinar focuses on the tactical side of GDPR compliance by solving problems with technology. Using a U.S.-centric use case, we will show how AutoClassification technology provides a strong and compelling solution to GDPR issues, such as personal data management, the right to be forgotten, consent compliance, DSARs, and more.

View the PowerPoint featured in this video here.

April 3, 18|Categories: News|

AutoClassification 101 Follow the Rules!

AutoClassification 101: Follow the Rules! Webinar Recording


It’s time to dig into the business and regulatory rules of proper enterprise records retention and data governance, unlocking the power of AutoClassification to provide intelligent document disposition across multiple data silos and repositories.

In this third session, we examined AutoClassification Rules and demonstrate the art of rule creation, including how to set up and run rules, where, when and why they excel, and how they work.

Join our Epiq & Valora experts as we continue to dive deep into the world of AutoClassification, and learn how the implementation of rules will set up your compliance, records and information governance practices for success!

View the PowerPoint featured in this video here.

March 21, 18|Categories: News|

Join Valora at LegalTech 2018

Join Valora at LegalTech 2018!

Join Valora President & CEO, Sandra Serkes and Senior Solutions Consultant, Mark Carter for the full 3-day experience of LegalTech New York 2018.

View More Here

Schedule a meeting at LegalTech

Sandy’s and Mark’s schedules are filling up quickly, so use the link below to schedule time with our industry Subject Matter Experts.

Sign up for a LIVE PowerHouse or BlackCat demo during LegalTech

LT Demo Suite teaser
January 30, 18|Categories: News|

Creating Structure from Unstructured Data

Creating Structure from Unstructured Data Webinar Recording

Join industry experts Karen Frazier and Sandra Serkes for part two of the 4-part webinar series.

Part 2 in our AutoClassification webinar series focused on the details of creating structure from unstructured data.

In this session, we explored:

  • The difference between structured, semi-structured and unstructured data
  • How to make sense of large piles of unclassified content, how to generate context, and how to leverage line-of-business SMEs to assure quality classification
  • Strategies for choosing a good place to start a content assessment project
  • Tips, tricks and pitfalls learned from the field when conducting content assessment projects
  • File type challenges, the value of OCR, clustering, and more!

View the PowerPoint featured in this video here.

DTI and Valora Technologies Announce Part Two of their AutoClassification for Legal Professionals Webinar Series

DTI and Valora Technologies Announce Part Two of their AutoClassification for Legal Professionals Webinar Series

Attendees will learn real-world strategies for taking control of data for information governance, records management and eDiscovery

ATLANTA, GA and BEDFORD, MA – December 19, 2017 – DTI, a global legal process outsourcing (LPO) company providing eDiscovery, management services, litigation support and court reporting, and Valora Technologies, the leader in predictive analytics and AutoClassification for information governance, are pleased to announce their continued joint participation in a four-part webinar series, titled “AutoClassification 101.”

AutoClassification utilizes computer software and algorithms to automate analysis and disposition of files and document content. Expert speakers will be Sandra Serkes, President and CEO of Valora Technologies, and Karen Frazier, Project Manager at DTI. Part two of the AutoClassification webinar series focuses on the details of creating structure from unstructured data, including:

  • The difference between structured, semi-structured, and unstructured data
  • How to make sense of large amounts of unclassified content, how to generate context, and how to leverage line-of-business subject matter experts to assure quality classification
  • Strategies for choosing a good place to start a content assessment project
  • Tips, tricks and pitfalls from the field when conducting content assessment projects

“Unstructured data is everywhere – from emails to shared drives to collaborative workspaces. It is more important than ever to utilize tools like AutoClassification to organize, monitor and manage this sea of content,” said Serkes. “We are excited to be collaborating with DTI on such a timely topic.”

“In a world facing unrelenting information overload, Valora’s PowerHouse® is a uniquely powerful weapon to help take control of ‘dark data,’ ” said Julie Colgan, Senior Director of Strategy and Innovation at DTI. “Our partnership with Valora is another way we are proving our commitment to investing in leading-edge information governance solutions.”

The first part of the series, “What is AutoClassification, and Why Should I Care?” occurred on Wednesday, November 15, and is available for download on Valora’s website. During the session, Colgan and Serkes discussed the impact AutoClassification makes when analyzing, organizing and controlling documents, files and other enterprise content. The session covered the history and evolution of AutoClassification as an indispensable tool for enterprise content management and information governance.

Remaining sessions in the series are:

In March 2017, DTI made a strategic investment in Valora Technologies, to make Valora’s AutoClassification and information governance technology broadly available to DTI and Epiq clients. Valora is a leading innovator in AutoClassification, predictive analytics and document data mining technologies for information governance, eDiscovery, and records management. The investment underscored DTI’s ongoing commitment to investing in leading-edge information governance solutions.

About DTI
DTI is a leading legal process outsourcing (LPO) company serving law firms, corporations and government entities around the globe. DTI helps its clients accelerate the changes they must make to remain competitive. DTI is a preeminent leader in the management of information and processes. The company manages risks and minimizes costs associated with complex litigation and compliance functions. The extensive experience in eDiscovery, managed services, litigation support, and court reporting is unmatched in the industry. To learn more about DTI’s global footprint, flexibility, capacity and world-class project management, visit

About Valora Technologies
Valora provides world-class AutoClassification, Data Analytics & Visualization technologies for the legal, records management, and information governance markets. We offer classification, data mining, analytics, coding and review, document intake and visualization, and hosted solutions for corporations & government agencies, as well as their advisory, inside & outside counsel organizations around the world. Valora has developed a strong expertise in the processing, management & analysis of complex data populations across large enterprises. Our solutions accommodate on premise, in cloud and SaaS environments, with additional support for sensitive material & mixed languages. For more information, please visit, or contact us at: 781.229.2265.

Press Contacts

Jill Brown
+1 (713) 933 2905

Valora Technologies
Anna Swanson
+1 (781) 229-2265

December 27, 17|Categories: News|
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