About Reviewing and Analyzing Documents

Once you have completed a search and the number of documents to review is reasonable, it is time to comb each and every single item looking for information. This important step in eDiscovery is the Review and Analysis stage, which maps to a similar stage in the standard EDRM framework. With LIVE EDA, you are performing this step earlier in the process.

Knowing your way around the IPRO Search interface will really help you manage the documents you are reviewing efficiently. You can set up the interface to preview documents without having to open them, which will speed up the review of documents. Culling irrelevant documents will also keep reviewers focused on the case without the distraction of looking at irrelevant information.

One Data Set, Many Views

You can analyze documents by comparing names and dates, reordering them alphabetically from A to Z and vice versa, as well as sort documents by date, name, or author across all locations. Visually this organizes the data so it will reveal information patterns in a meaningful way. In IPRO Search, there are many different avenues of filtering and organizing information so you can use different approaches depending on the case objectives. The goal is to identify examplar documents that contain the kind of evidence the litigation team can use to effectively prosecute or defend a suit.

With that in mind, by far the most important task in this stage of eDiscovery is the tagging and annotation of documents. When you find a document you deem significant, you can tag it with one of four predefined tags which signify their level of importance.

Default Tags

  • Relevant: Indicates documents that contain information directly related to your case.
  • Privileged: Indicates documents that a producing party is not required to provide to opposing counsel, since it falls into privilege.
  • Flagged: Indicates documents that may or may not contain relevant information. Flagged documents require further investigation.
  • Work Product: Indicates documents developed by an attorney as part of the legal preparation for a client and is privileged. Documents may consist of writings, notes, memoranda, research, and confidential materials, and may have relevant information for a case or other cases.

Next, you will want to add notes and comments to the tagged documents so other members of the legal team can pick up where you left off in the case.

Hard Copies

Depending on your case, printed hard copies may be required. By printing documents in PDF format, you can compile all the relevant documents for the case manager to review.