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Océ Business Services, Inc. 855 AVENUE OF THE AMERICAS NEW YORK, NY 10001 212.502.2100 Océ Business Services to Acquire CaseData Inc., E-Discovery and Litigation Support Pioneer Transaction Advances Océ Position as a Leader in Document Process Management NEW YORK, NY – October 6, 2006 – Océ N.V., (NASDAQ: OCENY), a global leader in digital document management and solutions, today announced that its U.S. division Océ Business Services and CaseData, Inc., a leading provider of electronic discovery and litigation support services to U.S. law firms and corporations, have entered into a definitive agreement for Océ Business Services to acquire all activities of CaseData. The transaction will expand the range of Océ Business Services’ document process management business, and give CaseData clients access to Océ’s comprehensive portfolio of products and services. CaseData is ranked in the top five E-discovery service providers on the basis of experience and capacity. Financial details of the transaction are not being disclosed. CaseData is a privately owned company of approximately $14 million annualized revenue with nearly 200 employees. In addition to its Salt Lake City, Utah headquarters, CaseData has significant coding and quality control operations in the Philippines. CaseData’s technology and world-class services have been used by many leading U.S. law firms and Fortune 500 corporations in some of today’s highest profile legal cases. Océ N.V. considers the business services market to be a key growth market. E-discovery is one of the fastest growing segments within business services, and is projected to reach $2.4 billion in U.S. revenues in 2007, with annualized growth of nearly 40%. E-discovery is the process attorneys use to obtain digitally stored evidence in response to internal, litigation or regulatory requests. E-discovery primary functions consist of data collection, processing, review, analysis and production of relevant data from electronic or paper documents, including email. With the addition of CaseData, Océ Business Services becomes a leading participant in both document process management and E-discovery markets, which together are projected to surpass $10 billion in 2007 based on estimates by analysts InfoTrends/Cap Ventures and Socha-Gelbmann. On an annualized basis, the worldwide revenue of business services activities at Océ amount to $500 million, 13% of the company’s total annual revenue. In the U.S., Océ Business Services employs 6,000 people. “This acquisition fully supports Océ’s strategic goals to increase growth, strengthen leading positions in key markets, and expand its position in document process management,” said Jan Dix, President and CEO, Océ-USA Holding, Inc. and member, Board of Executive Directors. “CaseData’s technology, high volume processing operations, and legal process know-how combined with Océ document domain expertise, global scale and resources will enable the combined company to deliver unprecedented value to clients by providing more complete value- added solutions that address a wider range of needs.”
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Page 1: Oce Business Services - CaseDatafiles.oceusa.com/media/Assets/PDFs/OBS/NewPages...E-discovery is one of the fastest growing segments within business services, and is projected to reach

Océ Business Services, Inc. 855 AVENUE OF THE AMERICAS NEW YORK, NY 10001 212.502.2100

Océ Business Services to Acquire CaseData Inc., E-Discovery and Litigation Support Pioneer

Transaction Advances Océ Position as a Leader in Document Process Management

NEW YORK, NY – October 6, 2006 – Océ N.V., (NASDAQ: OCENY), a global leader in digital document management and solutions, today announced that its U.S. division Océ Business Services and CaseData, Inc., a leading provider of electronic discovery and litigation support services to U.S. law firms and corporations, have entered into a definitive agreement for Océ Business Services to acquire all activities of CaseData. The transaction will expand the range of Océ Business Services’ document process management business, and give CaseData clients access to Océ’s comprehensive portfolio of products and services. CaseData is ranked in the top five E-discovery service providers on the basis of experience and capacity. Financial details of the transaction are not being disclosed. CaseData is a privately owned company of approximately $14 million annualized revenue with nearly 200 employees. In addition to its Salt Lake City, Utah headquarters, CaseData has significant coding and quality control operations in the Philippines. CaseData’s technology and world-class services have been used by many leading U.S. law firms and Fortune 500 corporations in some of today’s highest profile legal cases. Océ N.V. considers the business services market to be a key growth market. E-discovery is one of the fastest growing segments within business services, and is projected to reach $2.4 billion in U.S. revenues in 2007, with annualized growth of nearly 40%. E-discovery is the process attorneys use to obtain digitally stored evidence in response to internal, litigation or regulatory requests. E-discovery primary functions consist of data collection, processing, review, analysis and production of relevant data from electronic or paper documents, including email. With the addition of CaseData, Océ Business Services becomes a leading participant in both document process management and E-discovery markets, which together are projected to surpass $10 billion in 2007 based on estimates by analysts InfoTrends/Cap Ventures and Socha-Gelbmann. On an annualized basis, the worldwide revenue of business services activities at Océ amount to $500 million, 13% of the company’s total annual revenue. In the U.S., Océ Business Services employs 6,000 people. “This acquisition fully supports Océ’s strategic goals to increase growth, strengthen leading positions in key markets, and expand its position in document process management,” said Jan Dix, President and CEO, Océ-USA Holding, Inc. and member, Board of Executive Directors. “CaseData’s technology, high volume processing operations, and legal process know-how combined with Océ document domain expertise, global scale and resources will enable the combined company to deliver unprecedented value to clients by providing more complete value-added solutions that address a wider range of needs.”

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“Our clients increasingly view records management, compliance, E-discovery and litigation support as strategic, interdependent business processes,” said Joseph R. Marciano, President and CEO of Océ Business Services. “With CaseData, we’ll deliver a compelling opportunity for clients to streamline management of these key processes, improve effectiveness, and reduce cost and risk. Our combined service portfolio will enable us to serve more clients in more ways.” Océ Business Services will establish a new Records, Compliance and Legal Solutions division that combines its imaging and records management services with the CaseData suite of electronic and paper discovery, web data review and data forensics services. Law firms and corporations will benefit from an integrated, single-sourced solution that spans the entire records and discovery management lifecycle and enables them to effectively address records, compliance and document-intensive litigation requirements.

“Océ Business Services and CaseData will make a powerful combination,” said Douglas M. Bean, Vice President and General Manager of the new Records, Compliance and Legal Solutions division. “In joining OBS, we become part of an industry leader, a company with a history and culture of outstanding client service, and a great future. I believe this transaction is in the best interests of our employees, clients, partners and suppliers.” About Océ Business Services Océ Business Services is one of the world's leading providers of document process management services, equipment and software solutions for the office and public sector markets. The company integrates advanced technology, people and processes to manage business document assets throughout their lifecycle. Océ outsourcing solutions span copy and print, document needs assessment, fleet management, mail distribution and fulfillment, imaging and records management, office services and business performance management. About 6,000 professionals serve our clients in North America. Océ advanced solutions help enterprises increase document process efficiency and effectiveness, gain flexibility, reduce costs and contribute to improved business performance. For more information, visit www.ocesolutions.com. About Océ Océ N.V. (NASDAQ: OCENY), with a workforce of around 24,000 people in nearly 100 countries and pro forma annualized revenues of Euro 3.5 billion, maintains research and manufacturing centers in the Netherlands, the United States, Canada, Germany, France, Belgium, the Czech Republic, and Romania. Océ’s North American headquarters is located in Chicago with major business units in Trumbull, CT; Chicago; New York City; Boca Raton, FL; Salt Lake City; Coventry, RI; and Vancouver, BC. North American revenues were $1.7 billion for fiscal 2005, and employment is currently 11,000. For more information about Océ, visit www.oceusa.com. Outside the U.S., consult www.oce.com.

### Note to Editors: Trademarks and registered trademarks contained herein remain the property of their respective owners. For further information: Elizabeth Halaki Chief Marketing Officer, Océ Business Services (212) 502-2146 [email protected] Adrienne Turner The Devon Group (732) 224-1000 ext. 18 [email protected]

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Océ Business Services

Management Backgrounder Joseph R. Marciano, President & CEO

In March 2004, Joseph R. Marciano was appointed President and CEO of Océ Business Services Inc., Océ’s document process management outsourcing company. In this role, he has overseen a significant expansion of the company’s client base and an evolution of Océ Business Services into more comprehensive, advanced document process management technology, products and services. In 1980 Marciano originally joined Océ’s Arkwright, Inc. subsidiary, an international developer, manufacturer and marketer of digital imaging supplies for Océ and other brand owners. In 1985 he was named Corporate Controller and in 1988 became Vice President of Operations and member of the Management Committee. In 1994, he relocated to Chicago first to become Group Vice President, and then President of Océ Imaging Supplies. In 1998, Marciano was named President of Arkwright, and integrated the manufacturing, logistics and R&D of Océ Imaging Supplies with Arkwright. In this role, he provided the strategic direction and leadership to guide Arkwright through a turnaround following a major shift in customer/product diversification. Marciano holds a bachelor’s of science degree in business administration from Bryant University in Smithfield, Rhode Island.

Walter Baransky, Chief Operating Officer Walter Baransky has served as Océ Business Services’ Chief Operating Officer since 1998. In this role, he has overall responsibility for directing the organization’s operational and technological functions, and is responsible for formulating policies and managing daily operations as well as the use of materials and staff to ensure the company meets profit objectives, business goals and growth strategies. Baransky joined Océ Business Services as an Operations Manager in 1982 and, within one year, assumed the role of Division Manager, Facilities Management. In 1986, he became Director of Courier Operations and the next year was promoted to divisional Vice President, Ground Operations. In 1990, he became Vice President, National Operations before assuming his current position of Chief Operating Officer in 1998. Prior to joining Océ Business Services, he was Director of Service Operations at Primary Control Systems Ltd. Baransky received his bachelor’s of arts degree in political science from City University of New York. He also is a Mail Systems Management Associate, and has been published in Modern Office and Technology Magazine.

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Stephen Mackay, Chief Financial Officer Stephen Mackay joined Océ Business Services in April of 1991 as Vice President, Finance and Administration. In his current role as Chief Financial Officer, he is responsible for leading the company’s finance, accounting and information technologies functions as an integral member of the company’s executive management team. Prior to joining Océ Business Services, Mackay was Vice President of Finance and Administration and CFO for Ameriscribe Management Services, now part of Pitney Bowes Management Services, where as a member of the company’s executive management team, his 10 year career included responsibilities for finance, administration, accounting, information technologies, risk management and procurement. Prior to joining Ameriscribe, he worked in the corporate finance department of Curtiss Wright Corporation, where he was responsible for operational audits and financial analysis of its operating units. Mackay received a bachelor’s degree in commerce, majoring in accounting, from Rider University, and an MBA with a concentration in accounting and taxation from Fairleigh Dickinson University. Michael Scordino, Vice President, Administration and Chief Legal Officer Michael A. Scordino assumed the position of Vice President, Administration and Chief Legal Officer for Océ Business Services in September 2005 in a position created to focus additional executive resources on administrative and legal functions. Scordino provides leadership in the areas of purchasing and strategic sourcing, facilities, travel, population management and legal matters, and is responsible for coordination between Océ Business Services and the Océ operating companies for pricing, logistics and general business issues. In 1999, he was appointed Senior Vice President and Chief Legal Officer at Océ-USA Holding, Inc. Prior to joining Océ, he was Corporate Counsel for Siemens Nixdorf Printing Systems, L.P, the position he held at the time of Océ’s acquisition of that company in 1996. Scordino joined Nixdorf Computer Corporation upon graduating from Boston College with a bachelor’s of arts degree in economics. In 1989, upon earning his J.D. from Suffolk University, he joined Nixdorf’s legal department as Counsel and continued in that role for Siemens Nixdorf Information Systems after Siemens acquired Nixdorf in 1990. Scordino is a member of the Massachusetts Bar Association and the Association of Corporate Counsel. Elizabeth Halaki, Chief Marketing Officer Elizabeth Halaki assumed the top marketing post in 2004, bringing strategic marketing leadership and program direction to Océ document process management activities. In her role as Chief Marketing Officer and member of the U.S. senior management team, she is an integral part of the planning and execution of the company’s strategic plans and leads its marketing communications, segment marketing and product management functions. Prior to joining Océ, Halaki led global marketing and business development at Identrus LLC, an identity trust network, as that company’s Senior Vice President, Marketing &

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Business Development. Earlier in her career, at the consulting firm Booz Allen Hamilton, she focused on strategic and operational business issues of clients in the U.S. and in Europe for its financial services consulting practice. Her foundation in brand marketing was gained at leading marketing communications agency McCann-Erickson WorldGroup, where she served as Senior Vice President - Group Director and member of the executive Operating Committee, and also at Bates Worldwide, as Vice President. Halaki received her bachelor’s degree from the School of Arts & Sciences at Cornell University and an MBA in finance from University of Phoenix. She served on the Board of Directors of the New York City Audubon Society from 2000-02. Larry Kleuser, Vice President, Sales Larry Kleuser joined Océ Business Services in October 2003, and is responsible for providing prospective clients with insight into the ways technology innovation and Océ Business Services’ unparalleled expertise in document process management can drive cost-effectiveness, productivity and quality. Kleuser has held various senior-level marketing and sales management positions at Océ -USA and Océ Printing Systems USA over 20 years including Vice President of National Accounts for Océ Printing Systems USA, Vice President of Sales Operations for Océ Document Printing Systems, Director of Marketing for Océ from 1992 to 1996, and various field sales positions with Océ -USA from 1984-1991. Prior to joining Océ -USA, he served in sales positions for Alexander & Alexander Corporation and the Xerox Corporation. He graduated from the University of Texas with a degree in finance and a minor in accounting. Andrea Oriel, Chief HR Officer Andrea Oriel joined Océ Business Services in 2003 as Vice President, Human Resources, acting as a key business partner providing solid leadership, fostering teamwork, communication and change agent skills. As a member of the company’s executive management team, she is part of the planning and execution of the company’s strategic plans and use of Human Resources services. Oriel designs and develops programs to enhance organizational performance by formulating policies and implementing plans in a range of areas. She joined Océ Business Services from MasterCard International, where her career spanned 17 years of strategic responsibility and increasing levels of leadership in Human Resources. As Vice President of MasterCard’s Global Products Division, Oriel had a generalist role, and was responsible for managing HR policies, compensation and benefits, recruitment and career development. On an international assignment, she headed HR for Europe, Middle East and Africa. Oriel received her bachelor’s of arts degree from the University of Buffalo, holds certificates as a Retirement Plans Associate and Groups Benefits Associate, and is a member of several HR Societies.

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CaseData Management Backgrounder Records, Compliance and Legal Solutions Division of Océ Business Services

Douglas M. Bean, Esq., Vice President & General Manager Douglas M. Bean, Esq., Vice President and General Manager, heads the expansion of the Records, Compliance and Legal Solutions Division products and services. He founded CaseData in 1996 and developed CaseData's patent-pending quality control and workflow process based on International Standards Organization (ISO) procedures to ensure that quality goals are verifiably achieved. Bean became interested in the development of computer programs that could assist lawyers in the rendering of legal services upon his graduation from the Willamette University College of Law. He has extensively studied software programming and code development, and also holds bachelor’s degrees in philosophy and psychology from Brigham Young University. Brad S. Perry, Vice President, Operations, EDD & Litigation Support Brad S. Perry is Vice President, Operations, EDD & Litigation Support. Formerly CaseData’s Chief Operating Officer, he has an extensive background in both operational and technical roles for privately owned enterprises through instrumental positions in several leading edge Web development companies. Since CaseData's inception, Perry has been the primary architect of the company’s online database application, dataDeliver™ ASP. He also manages CaseData's software development and quality control organizations. Perry holds a bachelor's degree in computer science and a second degree in psychology from the University of Colorado. Robert W. Milburn, Esq., Director, Sales & Marketing Robert W. Milburn, Esq., is the Director of Sales & Marketing for EDD & Litigation Support. Prior to this role, he was key in creating and managing much of CaseData’s electronic discovery/forensics services. Milburn directed the deployment and refinement of CaseData’s Electronic Discovery processing tools, enabling the company to dramatically expand its throughput and enhance its overall product offering. Before joining CaseData, he was the Director of Electronic Data Discovery (EDD) and Application Service Provider (ASP) Operations at Daticon, Inc. In that role, Milburn architected the development of the company’s Operational Management System. Milburn is a cum laude graduate of Temple University’s Beasley School of Law where he served as executive editor of the Temple Political and Civil Rights Law Review. He also holds a bachelor’s of science degree with a double major in philosophy and anthropology from the University of Oregon.

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Lenise Peterman, Director, Production, EDD & Litigation Support Lenise Peterman has more than 16 years of experience in litigation support and serves as Director of Production for EDD & Litigation Support. Since joining CaseData in 2004, she has revolutionized key production processes, including quality planning, corrective actions and process improvement. Previously, Peterman was the Litigation Support Manager for Fulbright & Jaworski L.L.P. in Houston. The majority of her litigation-related experience was for IKON Office Solutions. After being promoted to Vice President of Operations, Peterman managed seven locations performing imaging or coding services for IKON. In 1998, she was asked to build a Detroit, Mich.-based operation to provide litigation document management services for the legal department of a large automotive manufacturer. Peterman spent the next three years on-site, directing the migration of a paper-based system to a digital process. She holds a bachelor’s degree from the University of Louisiana in psychology with a minor in sociology.

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Océ Business Services

Advanced Document Process Management

Outsourced Document Services

. Records Management Océ Records Management helps organizations

control, manage, preserve and retrieve business records throughout their intended lifecycle. Accredited professionals, supported by advanced technology, apply best practices to integrated electronic and paper records management to streamline workflow and mitigate compliance risk. Engagements begin with an Océ RNA™ (Records Needs Assessment) to define client requirements. Services include development of records polices and procedures, retention schedules, taxonomy design, file plan design, disaster recovery plans, preservation planning and audit programs.

Imaging Services Océ Imaging Services utilize integrated, high-end digital imaging systems to help organizations better manage document workflows and increase efficiency. Services include the scanning of structured and unstructured documents, indexing and optical character recognition (OCR). Skilled onsite and offsite staff handle high volume back file conversions, day forward scanning, long-term secure digital archiving and migration, as well as backup and recovery.

Copy & Print Management Océ Copy & Print Management is a complete vendor-

neutral print, copy and fax solution with single-source accountability. Comprehensive onsite and offsite services include high quality color and B/W digital print and copy, binding and finishing, and specialized services such as Bates stamping. Services are delivered in a range of environments including the office, centralized print/copy centers, and mission-critical high volume print, mail and insert data centers.

Business Performance Océ MAX is a comprehensive performance Management (Océ MAX™) management system specifically designed for

companies to effectively manage their document processes and outsourcing service providers. Its Six Sigma®-based methodology and software enables service providers to systematically measure, manage, benchmark and improve performance. The system’s

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web-based, easy-to-use dashboard facilitates viewing, analysis and management of key performance indicators (KPI) and service level agreements (SLA).

Mail Management Océ Mail Management and Fulfillment is an on-site solution that streamlines document workflow through

process redesign and innovative technology. Comprehensive services include digital mail solutions, shipping and receiving, postage management, presort, pouch shipping, courier and messenger management, 1:1 communications and statements, accountable mail and package tracking.

Fleet Management Océ Fleet Management delivers single-source responsibility for managing all functions of office print, copy, scan and fax devices including billing, contract management, technical support, consumables and installation. These services encompass both Océ and non-Océ devices. Océ MAX, an Océ proprietary performance management system, provides periodic SLA and KPI reporting to continuously improve fleet efficiency and measure results.

Océ DNA™ Document Océ DNA is an in-depth, onsite professional service Needs Assessment that guides enterprises to identify and recover hidden

document production costs. Using quantitative and qualitative analysis, Océ print specialists use a systematic methodology to prepare a comprehensive Océ DNA Report. The report is a roadmap for transformation. It provides strategic and tactical recommendations for best-fit print strategies that are vendor-neutral and holistic in scope.

Office Services Océ Office Services is a general office management

solution. Services range from on-site receptionists to hospitality services, conference room management, office supply and audio-visual equipment management. Océ provides quality on-site professionals who can standardize procurement procedures and secure best-price purchasing utilizing national buying clout.

E-Discovery and Litigation Support Services Electronic Discovery Electronic Discovery services consist of data collection,

filtering, processing, review and production. Text and metadata is extracted and entered into dataDeliver™ ASP. Native files are linked to the dataDeliver™ database for immediate review or may be exported to an external database. Review teams can conduct an

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initial review and determine document relevancy, selecting to create TIFF images of only case-relevant documents and saving unnecessary and costly document production.

Paper Discovery Paper discovery services consist of scanning, coding

and optical character recognition (OCR). OCR services translate image files into text files, which then may be edited or searched. Coding extracts key information to make documents searchable and retrievable from a computer database. Coding services include bibliographic (objective) coding, subjective coding, in-text coding, re-keying, and quality assurance and sampling based on ISO methodologies.

Forensics Forensics services comprise media restoration, data

recovery and harvesting. CaseData provides experts who can go onsite to evaluate the location of potentially responsive documents within large, complex data networks, recover deleted files, file fragments and temporary data from hard drives and other data storage devices, provide tape backup inventory, tape restoration and data inventory services. Data reduction mechanisms include culling and de-duping.

dataDeliver™ Web Services CaseData offers clients innovative online litigation

management tools and services. dataDeliver is a robust, proprietary web-based review and search application that offers secure and searchable access to litigation documents, regardless of whether they originated as paper or electronic data. It is a simple-to-use and powerful on-line tool that enables clients to fully collaborate on their cases. dataDeliver frees clients from their core skill set and removes the costs and complexities associated with supporting traditional networked database software. Other cost savings include staff training, data storage and maintenance, and disaster recovery.

For More Information Elizabeth Halaki Chief Marketing Officer

Océ Business Services (212) 502-2146 [email protected]

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Océ Business Services

Combined Company Fact Sheet Company Name: Océ Business Services, Inc. Headquarters: Headquarters will remain in New York, with significant

operations in Salt Lake City, UT and a high volume production facility in the Philippines. Primary sales offices are in Atlanta; Boston; Charlotte; Chicago; Dallas; Detroit; Hartford; Houston; Los Angeles; Minneapolis; Parsippany, NJ; San Francisco; St. Louis; and Washington, D.C.

Number of Employees: 6,200 employees in the U.S., Canada and Philippines,

including approximately 200 at CaseData Senior Management: Joseph R. Marciano is President and CEO of the combined

company. Douglas M. Bean, the former President and CEO of CaseData, will become V.P. and General Manager of the new Records, Compliance and Legal Solutions division, reporting to Joseph R. Marciano. Corporate shared services executives are Steve Mackay, CFO; Michael Scordino, V.P. of Administration and Chief Legal Officer; Elizabeth Halaki, Chief Marketing Officer; and Andrea Oriel, Chief HR Officer. Walter Baransky, COO and Larry Kleuser, V.P. of Sales, will continue in their respective roles at OBS document services.

Revenues: CaseData is a privately owned company of approximately $14

million revenues. The worldwide annualized revenue of business services activities at Océ is $500 million.

Markets Served: The combined company will serve enterprises, law firms and

the public sector (government and education). Client Benefit: The acquisition expands the range of Océ Business Services’

business and gives CaseData clients access to Océ’s comprehensive portfolio of products and services. The company will deliver unprecedented value to clients by uniting CaseData technology, processing operations and legal process know-how with Océ document domain expertise, global scale and resources, to provide more complete value-added solutions that address a wider range of needs. Clients will have the opportunity to tap an integrated solution that spans the entire records and discovery management lifecycle. This will enable clients to streamline the management of interdependent records, compliance, E-discovery and litigation support processes, improve effectiveness and reduce the costs and risks of document–intensive litigation and regulatory proceedings.

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Company Structure: A Records, Compliance and Legal Solutions division is being

established within Océ Business Services that combines its existing records management and imaging services with the CaseData suite of electronic and paper discovery, online data review and data forensics services. The division will provide a full line of services to law firms and corporate legal departments.

Solutions and Services: Advanced Document Process Management

Document Services

• Print and Copy Management • Fleet Management • Mail and Fulfillment Services • Océ DNA™ Document Needs Assessment • Océ MAX™ Business Performance Management • Office Services

Records, Compliance and Legal Solutions

• Records Management • Electronic Discovery • Litigation Support • Web-based Document Review/Production • Data Forensics • Imaging Services

E-Discovery Definition: E-Discovery is the process attorneys use to obtain digitally

stored evidence in response to internal, litigation or regulatory action. It involves the compulsory disclosure, at a party’s request, of information that relates to the matter. E-discovery primary functions consist of data collection, processing, review, analysis and production of relevant electronic or paper documents, including e-mail.

Web Address: www.ocesolutions.com and www.casedata.com For More Information: Elizabeth Halaki Chief Marketing Officer Océ Business Services (212) 502-2146 [email protected]

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