What is Concordance and Summation?

It is very common for an attorney or legal client to make a request regarding Concordance or Summation. This request is usually part of a project that would possibly entail scanning, Bates labeling, indexing, image conversion, etc. A common example would be a paralegal requesting to have legal documents picked up, scanned, electronically Bates labeled (i.e. BS001-BS1001) and brought back on a CD/DVD in a Concordance (or Summation) format.

Concordance and Summation are proprietary softwares to the legal industry that allow a firm’s staff to organize case files in an electronic format. Hence, legal firms will request one of the two formats, so that they can automatically load the electronic images in the database. That is to say, if they own one of these software packages.