Good to Great: Optimizing Review with 5 Simple Workflow ...€¦ · © kCura LLC. All rights...

transcript

Good to Great: Optimizing Review with

5 Simple Workflow Enhancements

Dallas User Group

• You, the community, drive the user group’s topics and conversation

• kCura is here to moderate the conversation

• The more you put into the meetings the more you get out

• Surveys will go out at the end of each meeting, please fill them out!

How does a user group work

Who are you?

5 Simple Workflow Enhancements

Workspace

Review and

Analysis

Project

Completion

1. Layouts: Be consistent

and forward thinking

2. Views: Be creative

3. Pivots: A fresh look at

your data

4. Analytics: Be efficient

(save time and money)

5. Quality Control: Are you

ready to produce?

Plan for Success

from the Beginning

Workspace SetupLayouts and Views

LayoutsBe Consistent and Forward Thinking

Protect Previous Work

• Use an “Is Produced” field

• Create an Object Rule to lock produced documents from coding

• Recipe: Creating a read-only layout to lock produced documents

Layouts

Final Previously Produced Layout

• Transfer your layouts with each new workspace you make from that template.

• Meet with case team, be sure what to put on the layouts.

• Always keep an eye toward production

ViewsBe Creative

View: Privilege QC

View: Reviewer Feedback

View: Self QC

Review and AnalysisSearching and Analytics

PivotsA fresh look at your data

Pivot: An Unsung Hero of Relativity

Difficult to identify patterns to refocus review efforts or

cull out a large volume of non-obvious Not Responsive

documents.

Analyze your data to identify patterns and trends

across custodians, time, and more.

Pivot Profiles

Pivot Profiles: How They Help

• Used to identify domains that exist in the email sender

metadata

• Useful in identifying email sent / received from personal

accounts, junk mail, etc.

• Works best if you first filter on emails only to reduce the

number of blank results, or you can filter on a specific

pattern to narrow results

• We usually instruct people to click the grid in order to build a

filter, then utilize the save as search function in order to

facilitate batching

Pivot Profiles: How They Help

• Used to identify year / month of emails sent by key

custodians

• Can be used to QC opposing productions containing date

restrictions, or to find year / month / custodian combinations

of interest and quickly batch for review

• Filter on emails and key custodians before running – too

many custodians will make the chart difficult to read

AnalyticsBe Efficient (Save Time and Money)

Leverage Previous Work

• Create a Categorization Set

• Use existing coding to identify examples

• Review the results of categorization

• Recipe: Using categorization to identify hot documents

Analytics

Conceptual

Categorization

• Finds documents that are

conceptually similar

• Ranks documents to a seed

document

• Documents can be similar to

more than one seed

document

Project CompletionQuality Control for Successful Productions

Quality ControlAre You Ready to Produce?

After the Review

Your case team has finished the review. We need to do

a quality assurance check on the review before we can

comfortably send it out the door.

QC Layout

QC: Create a Good Layout

QC: Create a Good Report to Track Results

Sampling for Success

QC: Use Sampling to Your Benefit

QC: Save

the Results

Family Conflicts

DOC000001

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DOC000015

DOC000016

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DOC000018

DOC000019

DOC000020

DOC000021

DOC000022

DOC000023

DOC000024

DOC000025

DOC000026

DOC000027

Responsive

Not Responsive

Privileged

Responsive

Not Responsive

Responsive

Privileged

Responsive

Privileged

Responsive

Not Responsive

Responsive

1. Designation is Responsive

2. Designation is Not Responsive OR Privileged OR Not Set

3. 1 AND 2

+ Include Family

Conflict Check within Family Groups

What are your workflow ideas?

Relativity Website

kcura.com/relativity

• Relativity blog and advice recipes

• White papers and case studies

• Webinars and tutorials

Relativity Solutions Team

solutions@kcura.com

Technical Support

support@kcura.com

Resources