Managed Document Review

March 31, 2022
Caleb King

As the volume of litigation documents skyrockets, it's more important than ever to seek alternatives to traditional document review.

Traditional document review, which involves hiring attorneys to look through hard copy documents manually, is no longer a viable document review model for many businesses. It's incredibly time-consuming and requires too much effort. It's also far too expensive for what it's worth.

To stay on top of the curve, many law firms and companies have shifted to managed document review. Read on to learn more about managed document review, how it works, and the benefits it offers.

What is Managed Document Review?

Managed document review occurs when a party hires a managed document review company to handle the document review process for them.

Unlike traditional document review, managed document review companies can instantly assemble, deploy, and redeploy document review lawyers to review your documents and protocols.

Since they have a large pool of candidates on their rosters, they can call on as many lawyers as needed.

A full-suite outsourced solution, managed document review streamlines the document review process by vetting, onboarding, and assembling highly trained document review teams for projects. Managed document review companies are also responsible for:

  • Hiring experienced team leads and project managers to ensure cost-effective and efficient review.
  • Using state-of-the-art technology and machine learning to reduce costs and accomplish tasks before the deadlines.
  • ‌Crafting tailor-made document review strategies specifically for your review.

Benefits of Managed Document Review

PManaged document review offers many benefits and advantages. These include:

‌Just-in-Time Staffing Models

Many document review solutions offer just-in-time staffing models. Through automated, real-time software, they can source, vet, hire, and onboard legal review professionals that are the best fit for your project.

In other words, there's no need for a middleman, since the managed review company will do all of the sourcing, hiring, and HR paperwork.

Whether a client needs a specialized team of 10 or a generalized team of 100, managed document platforms can assemble, deploy, and redeploy review attorneys within a matter of hours. Some companies even leverage AI and advanced mobile apps to communicate with potential hires, making the staffing process simpler than ever.

Flexible Work Models

Traditional document review was done in person at law firms and offices. While most managed review solutions still offer on-site services, many have started to shift to hybrid or remote work models due to COVID-19 and cost considerations.

Regardless of the work model, managed review companies will use the most up-to-date security and encryption protocols to offer a secure and consistent review environment.

‌Deep and Diverse Talent Pools

Managed review platforms also have deep and diverse talent pools they can deploy and redeploy at any time for projects.

Made up of document review professionals as well as project managers and team leads, these pools contain all of the talents a client needs to tackle projects of any size.

Managed Review, for instance, has access to more than 1,900 pre-vetted foreign language review professionals with fluency in more than 100 languages. They also have lawyers specializing in:

  • Second request and due diligence projects
  • Arbitration and litigation
  • ‌Investigations and subpoenas
  • ‌Data breach reviews
  • ‌Privilege reviews

Top-Notch Quality Control

Managed review solutions are also known for consistent and reliable quality control. This is because most managed review companies have a bevy of experienced project managers and team leads who will guide review lawyers and parties through the e-discovery process.

As the supervisors of document review projects, project managers will coordinate, plan, supervise, and report on every step of a client's project to ensure quality and that deadlines will be met on time.

They will work with the reviewers to make sure they know how to review and categorize documents according to the client's specifications and protocols. They are also responsible for:

  • Identifying important keywords
  • Running searches using keywords to see if any documents were miscategorized
  • ‌Running searches for privileged comments to ensure that privileged data won't be produced
  • ‌Ensuring contract attorneys are able to identify and redact privileged information before documents are produced for the other side
  • ‌Identifying issues in the review process
  • ‌Providing additional training and coaching to the review team to correct and prevent further misunderstandings
  • ‌Creating new flags or tags based on the client's protocol to help review professionals code documents more accurately.

To give clients more insight into the review process, team leads will manage everyday interactions with the review team. They also act as the client's ears and eyes to ensure their timelines and quality goals are being met.

Unmatched Efficiency and Cost-Effectiveness

Finally, managed review is incredibly efficient and cost-effective. Unlike traditional document review, managed review doesn't require contract attorneys to go through stacks of hard copy contracts.

Instead, managed review is conducted through a cloud-based online platform. These platforms come with a plethora of powerful tools that reduce the complexity and duration of the entire document review process. Project managers can use the platform to:

  • Determine how many documents need to be coded by whom and when
  • Identify "key" or "hot" documents to gain a better understanding of the issues underlying the client's case. This, in turn, can help the team understand what the client wants to achieve and what the desired outcome could look like.
  • ‌Monitor the accuracy rate of individual contract attorneys to see who's falling behind and needs more coaching
  • ‌Collaborate with team leads and document reviewers to make sure everyone's on the same page

Project managers have access to specialized tools such as Native File redaction tools, which will reduce costs on the most expensive parts of the document review process, such as HIPAA and PII redactions.

Experience the Managed Review Difference

At Managed Review, we are dedicated to helping your company or law firm tackle projects of any size, budget, and timetable. We provide flexible legal staffing, project management, e-discovery solutions, and more.

Contact us today to learn more.

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Mananged Review

Managed Review can help your law firm or legal department meet projects of any size, budget, and timetable.
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