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Best Practices: Managed Review

Review costs continue to be the dominant portion of discovery expenditure for corporate legal departments and law firms involved in large-scale litigation and government investigations. As the number of documents to be reviewed in any given case continues to grow exponentially, the time to review them has not. The challenge of finding cost-efficient solutions to complete large review assignments on time and within budget becomes more pressing each year. Outsourced managed review is a favored option in many large document cases to bring specialized review expertise and staffing to bear to handle large-scale productions, privilege review, redactions, and issue coding.

Key Points

  • About Managed Review
  • Importance of Efficient Review
  • Traditional Staffing v. Managed Review
  • Project Planning and Management
  • Selecting and Training Your Review Team
  • Process/Workflow Design
  • Quality Control and Testing
  • Communicating With Counsel
  • Creating Review Reports
  • Custom Production and Privilege Logs

About the Speaker

Bob Roberts is responsible for leading Black Letter Discovery’s Cincinnati office and manages all aspects of the managed document review process. Prior to joining BLD, Bob’s experience included managing a portion of the civil division of the Prosecutor’s Office for one of Ohio’s largest counties. Bob also had several years experience representing private clients in state and federal courts throughout Ohio.

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