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© kCura LLC. All rights reserved. Good to Great: Optimizing Review with 5 Simple Workflow Enhancements Dallas User Group
© kCura LLC. All rights reserved.
Good to Great: Optimizing Review with
5 Simple Workflow Enhancements
Dallas User Group
© kCura LLC. All rights reserved.
• 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
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Who are you?
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5 Simple Workflow Enhancements
Workspace
Setup
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
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Workspace SetupLayouts and Views
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LayoutsBe Consistent and Forward Thinking
1
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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
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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
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ViewsBe Creative
2
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View: Privilege QC
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View: Reviewer Feedback
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View: Self QC
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Review and AnalysisSearching and Analytics
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PivotsA fresh look at your data
3
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Pivot: An Unsung Hero of Relativity
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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.
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Pivot Profiles
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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
© kCura LLC. All rights reserved.
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
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AnalyticsBe Efficient (Save Time and Money)
4
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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
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Conceptual
Categorization
• Finds documents that are
conceptually similar
• Ranks documents to a seed
document
• Documents can be similar to
more than one seed
document
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Project CompletionQuality Control for Successful Productions
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Quality ControlAre You Ready to Produce?
5
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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.
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QC Layout
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QC: Create a Good Layout
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QC: Create a Good Report to Track Results
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Sampling for Success
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QC: Use Sampling to Your Benefit
1 2
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QC: Save
the Results
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Family Conflicts
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Responsive
Responsive
Responsive
Not Responsive
Not Responsive
Not Responsive
Privileged
Privileged
Privileged
Responsive
Not Responsive
Not Responsive
Responsive
Privileged
Responsive
Privileged
Responsive
Responsive
Not Responsive
Responsive
1. Designation is Responsive
2. Designation is Not Responsive OR Privileged OR Not Set
3. 1 AND 2
+ Include Family
+ Include Family
Conflict Check within Family Groups
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What are your workflow ideas?
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Relativity Website
kcura.com/relativity
• Relativity blog and advice recipes
• White papers and case studies
• Webinars and tutorials
Relativity Solutions Team
Technical Support
Resources
