Managed document review is a forward-looking approach to law that involves the use of technology and project management techniques to streamline and improve the document review process. This approach is especially relevant in the context of e-discovery, where large volumes of electronic documents need to be reviewed and analyzed during the discovery phase of litigation.

Traditionally, document review was a time-consuming and labor-intensive task conducted by teams of lawyers manually sifting through documents to identify relevant information for a case. This process was not only costly but also prone to human errors and inconsistencies. Managed document review seeks to address these challenges by leveraging technology and adopting a more systematic approach to the review process.

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Table of Contents

Key components of managed document review include:

Technology-Assisted Review (TAR):

TAR refers to the use of artificial intelligence and machine learning algorithms to assist in the document review process. These algorithms can help prioritize and categorize documents, allowing lawyers to focus their attention on the most relevant materials first. As reviewers mark documents as relevant or irrelevant, the system learns from their decisions and refines its predictions, leading to increased accuracy over time.

Project Management:

Managed document review involves applying project management principles to the review process. This includes setting clear objectives, defining review criteria, establishing timelines, and monitoring progress. Project managers oversee the review team’s workflow and ensure that the review stays on track and within budget.

Quality Control:

To maintain the accuracy and consistency of the review, managed document review incorporates quality control measures. This may involve using a second-level review, where a different team checks a subset of documents that have already been reviewed. Additionally, continuous feedback loops are established to address any issues that arise during the review process.

Collaboration and Communication:

Effective communication and collaboration between all parties involved, including clients, outside counsel, and technology experts, are crucial to the success of managed document review. Open lines of communication ensure that everyone is aligned on goals and expectations throughout the process.

Benefits of Managed Document Review:

Cost Savings:

By using technology and project management techniques, the document review process becomes more efficient, leading to cost savings compared to traditional manual review methods.

Time Efficiency:

Managed document review can significantly reduce the time required for document review, allowing legal teams to focus on other critical aspects of the case.

Increased Accuracy:

The use of technology-assisted review can improve the accuracy and consistency of document review results.

Scalability:

Managed document review can easily scale to handle large volumes of documents, making it ideal for complex litigation cases.

Predictability:

Clear project management and defined review criteria enable better predictability in terms of timelines and outcomes.

Adaptable to Different Cases:

The managed document review approach can be applied to various types of legal matters beyond e-discovery, such as regulatory compliance reviews or contract analysis.

Despite these benefits, it is essential to remember that managed document review is a tool to assist legal professionals, not replace them entirely. Human expertise and legal judgment are still critical components of the review process, especially for complex legal matters.

As technology continues to advance, managed document review will likely play an increasingly significant role in optimizing the efficiency and effectiveness of the legal profession.