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Best Practices: Managed Review

Review costs continue to be the dominant portion of discovery expenditure for corporate legal departments and law firms involved in large-scale litigation and government investigations. As the number of documents to be reviewed in any given case continues to grow exponentially, the time to review them has not. The challenge of finding cost-efficient solutions to complete large review assignments on time and within budget becomes more pressing each year. Outsourced managed review is a favored option in many large document cases to bring specialized review expertise and staffing to bear to handle large-scale productions, privilege review, redactions, and issue coding.

Key Points

  • About Managed Review
  • Importance of Efficient Review
  • Traditional Staffing v. Managed Review
  • Project Planning and Management
  • Selecting and Training Your Review Team
  • Process/Workflow Design
  • Quality Control and Testing
  • Communicating With Counsel
  • Creating Review Reports
  • Custom Production and Privilege Logs
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10 mistakes to Avoid when Running Productions

Whether producing in Native, TIFF, PDF, or a blended format, discovery productions are fraught with potential challenges and obstacles that can foil your ability to meet deadlines and satisfy discovery requirements. The webinar also explores different strategies you can use to avoid these common production problems before they unfold plus a variety methods that can be used to get back on track when unavoidable delays do occur.

Key Points

  • Being unaware of the rules (FRCP/state/local)
  • Neglecting to match review requests with your review approach
  • Not knowing the common file deliverables in productions
  • Missing the opportunity to use ‘Meet & Confer’ (Rule 26) to your advantage
  • Failing to Request specific file types & metadata as needed
  • No custodian tracking causing deduplication nightmares
  • Not Addressing placeholders, databases, and unusual file types
  • Negotiating incomplete discovery orders in complicated cases
  • Stepping into redactions traps
  • Decreasing privilege review accuracy by failing to apply Near dup checks
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Best Practices: Litigation Document Management

Increasing volumes of electronically stored information (ESI) in litigation have created the need for highly specialized document management systems to organize and manage discovery review. Though litigation databases have existed for many years, there are more options than ever for legal professionals to choose from that can deliver faster and more cost effective document reviews. All this while still including the most advanced eDiscovery and case management functionality available.

Key Points

  • Why is litigation document management needed?
  • Identify 7 distinct stages of litigation document management
  • Planning and Collection
  • Culling and Early Case Analysis
  • ESI Processing
  • Document Review
  • Document Production
  • Depositions and Motion Practice
  • Trial and Appeal
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Best Practices: Litigation Timelining

As the volume of discoverable data continues to grow, creating functional fact and issue timelines is more important than ever. During the early stages of litigation, timelines can help you develop eDiscovery strategies, identify collection sources, predict disputed facts and issues, and create a preliminary chronological relationship between case events. As your case progresses, timelines can assist you when preparing for depositions, motion practice, and conducting trial, as well. Associating key documents with timeline events allows you to track the truly critical evidence in your case.

Key Points

  • Why Timelining is More Important than Ever
  • Early Case Analysis – Timelines or Data Analysis
  • Why Timelining is Often Haphazardly Done
  • Good Timelining Software Should…
  • Timelining Uses
  • Examples
  • Conclusion
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Best Practices: NearDup

Near duplicate identification, or ‘NearDup’, is a critically important eDiscovery function that can drastically increase the speed and quality of your review by grouping similar documents, maintaining email threads, retrieving unmarked ‘hot’ documents, and preventing the inadvertent release of critical privileged information. As document collections continue to grow, so does the risk of missing key documents, inconsistently coding productions, and releasing privileged data.

Key Points

  • What is Near Duplicate Identification?
  • When is ‘NearDup’ Needed?
  • Inadvertent Privilege Release Example
  • Using ‘NearDup’ to:
  • – Group Similar Documents
  • – Find More Key Documents
  • – Enable Email Threading
  • – Prevent the Inadvertent Release of Privileged Information
  • NearDup Groupings+ service options from Lexbe
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