Unified Review

Identifying the review set requires setting clear boundaries. On paper, the process seems simple—run a set of criteria and terms against a set of data. In practice, the discovery is more complex—rolling data collections, multiple sets of terms and criteria, and multiple document requests. ProSearch project managers work with counsel and review providers to clearly define and track each review population throughout the process.

With Search Term Reporting Manager you can:

• Inspect search syntax to ensure complex terms are returning expected results.
• Define review boundaries for each document request.
• Track rolling data to keep review sets current.
• Propose and implement review population reduction strategies.

Automated solutions keep complex processes aligned. Review Workflow Manager, our proprietary Relativity application, lets us create and manage review rules within each workspace—identifying errors, cross-coding, and inconsistencies in reviewer decisions, accelerating review while boosting quality. Our rule-based approach removes obstacles to the complex workflows that leverage technology to reduce review populations.

Review Workflow Manager allows you to:

• Eliminate the desire for family coding: evaluate family coding and apply rules specific to parent, attachment, and embedded files.
• Implement smart consolidation and propagation solutions: push propagation based on document family, duplicate, privilege, and production rules.
• Drive targeted review queues: isolate documents with specific rule violations for additional review and quality control.
• Apply rules to the entire review boundary: create consistent, repeatable results that do not rely on humans executing nested searches.
• Determine precise review disposition: how many document families are ready to review and precise status of the remaining documents.

The true test of accurate Discovery is a perfect production. ProSearch sets the foundation for perfection by building quality control into every step of the process, tracking requirements, and automating extensive automation and
reporting for Final QC.

Every business rule must be checked before final production to ensure compliance with all requirements. The right combination of automated and human inspection is the best solution to control for quality at scale. Our integrated quality systems eliminate the risk of inadvertent production of privileged information and assures that documents conform to the ESI order.

With ProSearch Production Manager you can:

• Identify the form of production—image, native, placeholder, redaction–for focused production QC.
• Targeted keyword pre-production screens provide a final check.
• Complete production deliverable QC through virtual meeting allows counsel final “eyes” on the production before transfer.