32 Logistical Best Practices for Managing a Document Review
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32 Logistical Best Practices for Managing a Document Review

The overall goal for a document review is for the document categorization to be as accurate/consistent as possible and for the review to be completed in a timely fashion. As a litigation support professional, one of my favorite project management tasks is managing a large document review. Designing an efficient workflow and process is key,…

Preparing to Begin a New Document Review
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Preparing to Begin a New Document Review

Abby Rosenbloom and I decided to write a series of articles together related to the infamous world of managing a document review. There are no standards. There are best practices. There are personal preferences. There are lessons learned. I have known Abby for over 15 years. We have worked in different roles within the industry,…

Last Viewed Fields in Your Document Review Database
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Last Viewed Fields in Your Document Review Database

One of the best practices in Legal Project Management (LPM) is demonstrating to the legal teams how we techies can add value. We were having a team meeting related to a case that had a large document database in Relativity. The legal team had several concurrent sub-projects for this matter. The attorneys were teamed up to resolve…

Electronic Discovery – FamilyDate and FamilyID
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Electronic Discovery – FamilyDate and FamilyID

Many litigation support professionals are processing electronic discovery at a service provider (or in-house) and then loading the data into a Concordance database. When an attorney begins to review the documents, one of the first things they want to do is sort the documents in date order. If they simply sort the entire database on…

Hardcopy Discovery – Marginalia
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Hardcopy Discovery – Marginalia

Even though there is a large focus on electronic discovery in the litigation support industry, we can’t forget about the hardcopy documents that are collected during the discovery process. We usually end up scanning and OCRing the hardcopy documents and then loading the corresponding data into a review database. The attorneys can then search the OCR text and view…

Electronic Discovery – E-mail Chain aka String aka Thread
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Electronic Discovery – E-mail Chain aka String aka Thread

There are many terms that we use when working with electronic discovery. This term relates to the e-mail data. A conversation that takes place within an e-mail application is referred to as an “e-mail chain” or an “e-mail string” or an “e-mail thread”. The very first e-mail in a conversation is the beginning of the…

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