e-Discovery Journal – March 1, 2017 – eDJ Brief: Valora Tech

By Greg Buckles

It always fascinates me to see service companies dare to transform themselves into technology sales. So many of the earliest eDiscovery companies started in firms or scan shops who hired developers to meet client’s requirements when there was no acceptable Off-The-Shelf (OTS) software available. I was one of those corporate clients writing functional product requirement documents for my providers when regulators made the first demands for native email productions. Doing a briefing with Sandra Serkes about the evolution of Valora Tech was a trip down memory lane. Valora was founded as a typical service provider with an emphasis on records management. They developed custom automated document data mining, categorization and analytics software to meet client demands. The trick for any small custom development shop is to rise above the individual client requirements to create a solution platform that meets the pain points of the broader market. In Valora’s case, they went from automatic BIB coding to create their PowerHouse data mining platform to process and categorize live enterprise data. This is a lofty goal and I am the last person to hype something that I have not seen function in a client’s environment. Too many technology giants have overpromised and underdelivered on enterprise automated categorization over the last decade. So take my briefing notes with my usual ‘trust but verify’ advice.

Greg’s Take-Aways:

PowerHouse Platform

  • Process in place and extraction of 600+ metadata fields to create a rich/enhanced metadata database
  • On-premise or cloud implementation with remote connection without client side processing
  • Centralized management of data siloes – Exchange, archives, scanned paper, file shares, desktops, OneDrive, Boxx, DropBox, etc.
  • Recent partnerships with Alfresco ECM and iManage


  • Hosted visualization of enterprise and matter data collections
  • Taking PowerHouse metadata and making it multifaceted presentation
  • User window into PowerHouse database
  • Ability to dive into subsets

So why has eDiscovery driven much of the recent advancement in Artificial Intelligence, analytics and Predictive Coding (categorization)? Because we have real world problems with significant budgets and tight time frames driving our innovation. In my opinion, this is why many successful start-ups wither and die once acquired by global technology giants. They have no appetite for the blend of service-technology required to customers living in the trenches, so they lose the innovation edge. Always refreshing to talk shop with another eDiscovery Veteran of the Psychic Wars.

About Author

Greg Buckles wants your feedback, questions or project inquiries at He solves problems and creates eDiscovery solutions for enterprise and law firm clients. His active research topics include analytics, mobile device discovery, the discovery impact of the cloud, Microsoft’s Office 365/2013 eDiscovery Center and multi-matter discovery. Recent consulting engagements include managing preservation during enterprise migrations, legacy tape eliminations, retention enablement and many more.

Greg’s blog perspectives are personal opinions and should not be interpreted as a professional judgment. Greg is no longer a journalists and all perspectives are based on best public information. Blog content is neither approved nor reviewed by any providers prior to being posted. 

View Full Article Here

March 1, 17|Categories: News|Tags: , , , , |

LegalTech 2017 Review, Law Technology Today

Valora’s Joe Bartolo, Jr., Senior Solutions Consultant, discusses thoughts and impressions of LegalTech 2017 with industry luminaries… [Read more]

February 28, 17|Categories: Feature 1, News|

Press Release – February 15, 2017 – Valora & Alfresco Announce Technology Partnership to Deliver Seamless Integration Between PowerHouse & Alfresco ECM

Bedford, MA – February 16, 2017 – Valora Technologies, Inc., the leading innovator in AutoClassification, Predictive Analytics and Document Data Mining Technologies, today announced its selection as an official Alfresco Technology Partner for 2017. [Read more…]

Meet Valora at LegalTech 2017

Meet Valora at LegalWeek 2017 in New York City.  Come learn about AutoClassification by Matter Name & watch a live demo of PowerHouse and BlackCat!


January 31, 17|Categories: News|Tags: , , , |

Jan 17, 2017 Valora Webinar: Unstructured Data Is Costing You More Than You Think

January 17, 17|Categories: News|

Valora Technologies, Inc. Appointed iManage Technology Partner

Bedford, MA – January 9, 2017 – Valora Technologies, Inc., the leading innovator in AutoClassification, Predictive Analytics and Document Data Mining Technologies, today announced they have been chosen  [Read more…]

January 9, 17|Categories: News|

Perspectives on Predictive Coding

Perspectives on Predictive Coding and Other Advanced Search Methods for the Legal Practitioner

ISBN: 978-1-63425-657-5
Product Code: 5310451
2016, 656 pages, 7 x 10

Reliance on manual and keyword search methods alone is increasingly seen as inadequate for searching large volumes of information. There are concerns about the accuracy and efficiency of these methods, especially as compared with more advanced search techniques. This book provides a set of perspectives on predictive coding and other advanced search techniques, as they are used today by lawyers in pursuit of e-discovery, in investigations, and in other legal contexts, such as information governance.

There is something in this book for everyone—novices, seasoned e-discovery practitioners, litigators, business lawyers, and technologists. It is meant to appeal both to practitioners who are seeking basic knowledge of what predictive coding and other advanced search methods are all about, as well as to those members of the legal community who are “inside the bubble” of e-discovery already and wish to gain further insight into the latest thinking on advanced search techniques from leading lawyers, judges, and information scientists. The book may also be read by lawyers who do not consider themselves litigators or e-discovery practitioners, but who wish to apply a knowledge of smart analytics in other legal contexts.

Valora CEO Sandra Serkes wrote Chapter 17, entitled  The Larger Picture: Moving Beyond Predictive Coding for Document Productions to Predictive Analytics for Information Governance

Purchase Book Here

December 19, 16|Categories: News|Tags: , , |

Join Valora CEO Sandra Serkes for Unstructured Content: The Big Struggle for Records Management & Information Governance, hosted by ARMA

ARMA Boston – Join Sandra Serkes as she addresses the ARMA Boston Chapter on Unstructured Content – The “Big Struggle” for Records Management and Information Governance.  The Boston chapter will be 7th ARMA chapter to host this presentation!  The event will be held 12/15/16 at Maggiano’s Little Italy, 4 Columbus Ave., Boston, MA from 11:30 AM – 2:00 PM.  Click here to register.

Dec. 5, 2016: Valora Webinar – AutoClassification for InfoGov & Knowledge Management

AutoClassification for Information Governance & Knowledge Management. After this Webinar you will fully understand why AutoClassification is a much better option for large volumes of data, sensitive information, cost reduction and so much more! Real-world case scenarios presented with interactive Q&A with one of the leading Document Data Mining professionals in the industry, Sandra Serkes, President, Founder & CEO of Valora Technologies, Inc.

December 5, 16|Categories: News|

Valora CEO to Speak at NELTP Seminar on Information Governance: Why You Need & What To Do

Sandra Serkes, along with Jim Merrifield, Information Governance Manager – Robinson & Cole and Brendan Hall, Vice President – Xerox Legal Business Services, is a featured panelist and speaker for a group discussion on Information Governance – Why You Need It and What to Do. The New England Legal Technology Professionals event will be held at the offices of WilmerHale, 60 State Street Boston, MA from 12:00 PM – 1:30 PM.  Click here to register and reserve your seat.

November 15, 16|Categories: News|Tags: , , |
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