Category

Document Review

This category dives into document review from a strategic and operational perspective. Topics include review workflows, quality assurance, technology-assisted review, and best practices for managing complex, high-volume matters while maintaining accuracy and defensibility.

Combining Lawyers with Technology-Assisted Review
As the legal industry continues to evolve, there is growing recognition of the benefits that technology can bring to the practice of law. One area where technology has proven particularly useful is in the field of technology-assisted review (TAR). By combining the skills of lawyers with the power of TAR tools, legal teams can significantly...
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5 Signs You Should Use Legal Review Support
Document review is one of the most important parts of litigation. It is also often one of the most cumbersome. Tools are available to help manage this task, but how do you know when it is time to seek them out? This article describes five scenarios when legal review support can be beneficial. 1. You...
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Creating an Effective Guidance Document for Discovery
Discovery is critical in every case, but it is especially important in complex litigation, in-depth regulatory investigations, and due diligence for large transactions. In each of these situations, attorneys will create a guidance document for discovery before the team reviews what can be an enormous number of documents to determine which information is relevant for...
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5 Steps to Building an Effective Document Review Process
Document review is one of the most resource-intensive phases of litigation. Large-scale productions often involve hundreds of thousands of documents, compressed timelines, evolving discovery obligations, and significant privilege considerations. As data volumes continue to increase, legal teams are under growing pressure to manage review workflows efficiently while maintaining consistency and defensibility throughout the process. Key...
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Understanding the QC Process in Document Review
Quality control is one of the core mechanisms that supports defensibility in document review. In large-scale productions involving substantial volumes of electronically stored information (ESI), review consistency becomes increasingly important as multiple reviewers, evolving case issues, and compressed production timelines intersect throughout the discovery process. Key Takeaway Effective document review QC is not limited to...
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Efficient Document Review in Bankruptcy Litigation Part II
As discussed in Part I of this blog series (Efficient Document Review in Bankruptcy Litigation | Part I), controlling costs is paramount while finalizing the discovery process, so it is efficient and therefore advantageous for the litigant seeking payment. Achieving cost-efficiency in bankruptcy document review and production  Cost-efficiency is achieved by strategic-level decision-making and by...
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Efficient Document Review in Bankruptcy Litigation
Document review and production are similar in bankruptcy proceedings as compared to document review and production in general litigation cases. But there are important differences and, because of these differences, litigants and their attorneys (and bankruptcy trustees) will approach document requests with an eye towards ensuring that the document review and production is efficient. For...
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Best Practices in the Document Review Process - Part II
To continue on from the Best Practices in the Document Review Process – Part I, we outline the methods for executing the work product of the document review by efficiently utilizing document review staff and producing quality results to support discovery. Retaining experienced and competent staff  Every document review involves the repeated exercise of judgment...
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Best Practices in the Document Review Process - Part I
Document production plays a critical role in the litigation review process. Document production creates the main corpus of potential evidence used for claim amendments, depositions, settlement negotiations, summary judgment efforts, and from which admissible trial exhibits will be identified, culled, introduced, and used. Thus, even small document productions must meet certain basic and essential requirements,...
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Document Review Special Considerations Confidentiality & Protective Orders
Protective orders are often used in litigation to protect confidential information such as trade secrets or proprietary information during document discovery.  The protective orders will contain confidentiality designations to be applied during the document review process that indicate who has access to the information in the specific document.  There are a number of considerations or...
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