What is Managed Review?
How a Managed Review Works
How a Managed Review Begins
The Role of Project Managers
- Designing workflows to leverage advanced technologies, e.g. CAL, to optimize review efficacy and minimize risk.
- Communicating with the attorneys to make sure they are on the right track.
- Running quality control checks.
- Reporting on review metrics and reviewer productivity to ensure that not only it the review coding accurate but that review is cost efficient and each discovery dollar is well spent
- Communicating substantive questions from reviewers to the case team and responses and coding updates to the review team
- Collaborating with the software platform vendor to make sure the technology is working the way it should.
The Imporance of Quality Control
- Run searches for privileged documents, ensure privilege data is not produced.
- Identify keywords and perform searches based on these keywords to see if documents were misclassified.
- Use advance review tool to ensure duplicate or near duplicate document were constantly coded
- Revisit documents that have already been reviewed to verify if they coded correctly.
- Identify issues and provide corrective coaching and additional training to review team early in the process so that any misunderstanding regarding legal nuances is remedied in real time.
- Create new tags or flags based on the established protocol so contract attorneys can categorize documents while case-building. Identify significant or key documents earlier in process so they can be elevated to the senior case tea earlier
- Make sure reviewers were able to accurately track and redact privileged information before a document is produced for the opposing side.
Benefits of Managed Review
- Specialized experience with deploying cutting-edge technologies and advanced workflows to ensure the review is highly accurate, fully defensible, and cost efficient.
- Identifying “key” documents, as well as patterns in documents, earlier to gain a deeper understanding of the issues underlying the case. This can help the document review team get a better understanding of what the company hiring them wants to achieve, and what the desired outcome may look like.
- Document review may reveal patterns in the existing data that suggest changing the course of action — like reaching a faster settlement, for example, rather than going for a more aggressive approach — may lead to a better result.
- Experience with specialized tools such as Native File redaction tools that reduce the cost of the most costly portions of the document review process, e.g. PII/HIPAA redactions
- Tag documents to ensure consistency. Consistency is vital for any review project. With e-discovery platforms, like Relativity, project managers and reviewers have access to tags and labels that they can apply to documents to separate irrelevant documents from relevant documents and privileged documents from documents that aren’t privileged.
- There are also descriptive tags that can be used to mark documents that fit under certain categories. This will also help the team to build a better, more conclusive case strategy.
- Efficiency and Accuracy. Project managers can also use the platform to analyze how many documents need to be classified and set expectations on how many documents each reviewer should look at throughout the day or during a given time. The Project Manager can also monitor the accuracy of individual reviewers by analysing the number/percentage of that reviewer’s documents which need to be updated during the QC process. This allows the Managed Review Project Manager to develop a score for each review (rate of review discounted by any errors) which allows the Managed Review company to select and retain the best reviewers on a given project, and to use them again on future projects.
- Quality control. As discussed above, quality control plays a large role in managed review. Unlike traditional review, managed review uses sophisticated, e-discovery platforms, which come equipped with quality control measures that allow project managers to verify the accuracy of other reviewers by sampling different categories, reviewing one document for every 20 marked “irrelevant,” and searching for overlooked keywords.
- Collaboration. Managed review makes collaboration much easier because project managers can use e-discovery platforms to generate reports and statistics that can help enormously with planning and budgeting. This will enable the review team and the company or law firm to be on the same page regarding the document review project.
Learn More About Managed Review
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