How to Manage an ESI Review Team

The following links point to a series of posts from the E-Discovery Daily Blog. The focus of the content walks you step by step in best practices for managing an e-discovery document review team.

1.       Introduction

2.       Clearly Define Objectives

3.       Get a Handle on the Document Collection

4.       First Steps in Drafting Criteria

5.       Drafting Responsive Criteria – a Step-by-Step Guide

6.       Drafting Privileged Criteria

7.       Applying Topic Codes in the Document Review

8.       Identify a Project Manager

9.       Prepare a Review Plan

10.   Assembling the Project Team

11.   Training a Review Team

12.   Starting the Project

13.   Keeping Decisions in the Hands of the Attorneys

14.   Ensuring High-Quality, Consistent Work

15.   Keep the Staff Motivated

16.   Use the Team’s Knowledge

Commentary on Proportionality: The Sedona Conference

The Sedona Conference. – Follow this link to the Sedona Conference website to download your copy of their latest publication commenting on proportionality.

 

Here’s what others have had to say about it so far:

Today The Sedona Conference® made available its Commentary on Proportionality in Electronic Discovery.  The commentary (published as a “public comment version”) provides valuable insight and guidance on one of the hottest topics in e-discovery today.  Among other things, the publication identifies six Principles of Proportionality, intended to “provide a framework for the application of the doctrine of proportionality to all aspects of electronic discovery.”

- Electronic Discovery Law (blog)

 

The lawyers who really know how to use these new inventions, or have licenses and training to use them, will eventually be able to meet the review deadlines. They will be able to do so without employing an army of reviewers and breaking the bank. That is the brute-force technique now used, dare I say enjoyed, by many law firms today. Clients will eventually awaken from the spell of old paper models, where attorneys eyes on every page is considered necessary. Big corporate clients will eventually stop rewarding inefficiency. In the near future, quality privileged document review may be accomplished in short order. The law firms and corporations that learn how to do this, and how to properly argue proportionality, will have a distinct competitive advantage. They will have a new Patronus to defeat the Dementors. Only they can defeat the Dark Lords and keep their secrets, secret.

- The e-Discovery Team (blog)

 

Also check out the eDiscovery Journal‘s perspective on this topic

Review Guide « The Electronic Discovery Reference Model

EDRM Document Review Workflow Chart

Aim: To gain an understanding of document content while organizing them into logical sub-sets in an efficient and cost effective manner.

Goal: Develop facts, reduce risk, reduce cost, leverage technology, facilitate collaboration and communication.

via Review Guide « The Electronic Discovery Reference Model.

This is a pretty in-depth overview of what you need to know to successfully plan and manage a document review.

Key Learning Points include:

• Review Technology, Process & Workflow
• Review Team Management
• Vendor / Service Provider Selection
• Reporting and Metrics

Managing Lawyers for your Document Review – 10 Tips

Here are 10 tips for managing contract attorneys.

via Managing Lawyers.

1. Privilege law
2. Choose wisely/ do your homework
3. Quality control
4. Conferences/ getting started
5. Review software
6. Share knowledge
7. Provide managerial and technical support
8. Provide the proper office equipment
9. Treat contract professionals with respect
10. Build teams

e-discovery 2.0 » Searching… TREC Legal Track

e-discovery 2.0 » Blog Archive » Electronic Discovery, EDiscovery, E-Discovery, Legal Discovery.

Clearwell Systems has been keeping up with the latest discussion and trends in searching thanks to its participation in the TREC Legal Track. Here they discuss and link to the latest white paper which analyzes “the task of producing specific records in response to a `discovery request’”

This is a very high-level discussion on searching technology that will aid you in discussing application vendor claims about how their search & retrieval technology is better than the next guy.

In an e-discovery world where simple keyword searching is no longer considered a reasonable effort, it is recommended that you learn all you can about how to turn your mountain of data into a mole hill in the most efficient and cost effective way possible.

Hosting eDiscovery in the Cloud: Know What You’re Getting — EnterpriseStorageForum.com

Hosting eDiscovery in the Cloud: Know What You’re Getting — EnterpriseStorageForum.com.

This article addresses the cloud based applications and their impact on e-discovery as a storage option for document review databases. It does not address issues involving collecting ESI from the cloud environment.

Key learning points include:

• Definitions of types of cloud computing options available
• Questions to ask your hosting provider

The eDiscovery Paradigm Shift: Become an eDiscovery Superhero with Conceptual Search and Categorization Technology

The eDiscovery Paradigm Shift: Become an eDiscovery Superhero with Conceptual Search and Categorization Technology.

Read this article to learn more about conceptual search and categorization technology that may help you on your next document review.

The eDiscovery Paradigm Shift

The eDiscovery Paradigm Shift.

This article explores an on-going open discussion about manual document (ESI) review vs. automated review.

Key learning points include:

• when does a manual review make the most sense?
• considerations for making the review workflow decision
• a discussion of technology options for document review

Are you ready to Learn?

Are you ready to

LEARN ABOUT E-DISCOVERY?

Welcome!

Do you find the amount of information available today about e-discovery overwhelming? Do you sign up for multiple RSS feeds,  e-mail newsletters and Google Alerts but don’t have time to sift through all of the information to actually learn and digest anything? This site is for you! Here you will find information that has educational value sorted by topic then by target audience. Some articles and blogs are written for a general legal industry audience while others are targeted just to paralegals, attorneys or litigation support professionals.

We don’t have all of the answers here but will do our best to point you in the right direction.

Learn about e-discovery in general

Learn about e-discovery project management

Learn about training others on e-discovery

Learn about e-discovery or litigation support software

Learn about forensics and data collection

Learn about Legal Holds

Learn about Searching

Learn about Document Reviews

Learn about Document Productions

Learn about Early Case Assessment

Not interested in self-directed learning? Let us know and we can help you find or design the right training program to meet your learning objectives.