Our client, a global leader in aerospace and defense, had roughly 350,000 records after some basic search term application. The matter was related to accounting and finance, such that the terms identified relevant documents but also standard day-to-day business documents that were not relevant and there was no easy way to parse them out.
Counsel was collaborative but inexperienced with targeted search term refinement and data reduction techniques and further needed support handling documents received from the opposing party. Once the set was identified, the client needed documents reviewed for production on a short timeline.
Our Solution: Refining the Terms and Reducing the Set
Our consultants worked to refine the terms and reduce the set, but the nature of the matter still left over 150,000 documents for review. Knowing that the client was cost-sensitive, our consultant team set up working sessions with counsel to tailor terms for each of the requests for production.
Two working sessions of around 90 minutes brought forth a reduction of almost 90% and identified some key intelligence and time periods in the matter. The consultant then compiled all knowledge gleaned from the working session.
Further analytics reduced the opposing production population from 12,000 to less than 4,000 documents.
The RESULTS: Reduced Reviewable Set
Our efforts reduced the reviewable set to under 39,000, which was then further reduced by our review team after building on the intelligence provided by our consultants. Review costs were reduced by an estimated $200,000.
The seamless transition to review saved time and allowed for our review team to deliver a preliminary production early in the process to buy time and goodwill for the final production. All work was completed ahead of schedule and under budget once the final production and privilege log was delivered.
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