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On Cruise Control: Making it Easy on your Reviewers

Preparation is key when it comes to the open seas, and its no different with Review.

Our goal today is to explore the how preparation and setup strategy can ensure our reviewers have the easiest and most cost effective experience with Document Review.

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On Cruise Control: Making it Easy on your Reviewers

  1. 1. On Cruise Control: Making it Easy on your Reviewers.
  2. 2. Private and Confidential – Copyright 2019 Charting a Course Preparation is key when it comes to the open seas, and its no different with Review. Our goal today is to explore the how preparation and setup strategy can ensure our reviewers have the easiest and most cost effective experience with Document Review. What to Expect – • Multiple Hands-on exercises using Ipro Desktop Review • Discussion and Q&A between each scenario
  3. 3. Private and Confidential – Copyright 2019 Let’s Head to: Review
  4. 4. Scenario 1
  5. 5. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 The Start of a case…. You are Richard, the Review Manager at your firm. You just received notice there is a brand new matter that will need to be setup and organized for the review team. The data has already been processed and loaded by the Litigation Support Team, and they just notified you that it is ready. Your job is to go in and customize the database to allow for as much ease of use as possible for your team. First, you need to complete the following: • Customized layout • Tag palette with review tags and rules • Coding Form • Identify and assign tags to the privilege report
  6. 6. Scenario 2
  7. 7. Private and Confidential – Copyright 2019 Next Steps Richard plans to further customize items in the case for the review team. Let’s add the following:  Redaction categories  Persistent highlighting  Pick list
  8. 8. Scenario 3
  9. 9. Private and Confidential – Copyright 2019 Search, Analysis, and ECA Richard just learned the review team has a very limited set of time to review. In order to prioritize the review, we’re going to do the following:  Utilize the tally function to get a better understanding of the data  Run some searches to do some early case assessment and analyze the results  Bulk tag documents to be used for review  Setup a saved search in preparation for the review pass
  10. 10. Scenario 4
  11. 11. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Batching Documents Richard is now ready to batch out documents for the review team. Let’s walk through batching out our documents, and then confirm we can check out a review pass to start reviewing and tagging documents.
  12. 12. Thank you for joining us!

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