good to great: optimizing review with 5 simple workflow ...€¦ · © kcura llc. all rights...
TRANSCRIPT
![Page 1: Good to Great: Optimizing Review with 5 Simple Workflow ...€¦ · © kCura LLC. All rights reserved. Good to Great: Optimizing Review with 5 Simple Workflow Enhancements Dallas](https://reader034.vdocuments.mx/reader034/viewer/2022042200/5e9f42da716c6a6658410f73/html5/thumbnails/1.jpg)
© kCura LLC. All rights reserved.
Good to Great: Optimizing Review with
5 Simple Workflow Enhancements
Dallas User Group
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© 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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© kCura LLC. All rights reserved.
Who are you?
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© kCura LLC. All rights reserved.
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?
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Plan for Success
from the Beginning
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© kCura LLC. All rights reserved.
Workspace SetupLayouts and Views
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© kCura LLC. All rights reserved.
LayoutsBe Consistent and Forward Thinking
1
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© kCura LLC. All rights reserved.
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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© kCura LLC. All rights reserved.
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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© kCura LLC. All rights reserved.
ViewsBe Creative
2
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© kCura LLC. All rights reserved.
View: Privilege QC
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© kCura LLC. All rights reserved.
View: Reviewer Feedback
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© kCura LLC. All rights reserved.
View: Self QC
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© kCura LLC. All rights reserved.
Review and AnalysisSearching and Analytics
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© kCura LLC. All rights reserved.
PivotsA fresh look at your data
3
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© kCura LLC. All rights reserved.
Pivot: An Unsung Hero of Relativity
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© kCura LLC. All rights reserved.
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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© kCura LLC. All rights reserved.
Pivot Profiles
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© kCura LLC. All rights reserved.
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
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© 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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© kCura LLC. All rights reserved.
AnalyticsBe Efficient (Save Time and Money)
4
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© kCura LLC. All rights reserved.
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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© kCura LLC. All rights reserved.
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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© kCura LLC. All rights reserved.
Project CompletionQuality Control for Successful Productions
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© kCura LLC. All rights reserved.
Quality ControlAre You Ready to Produce?
5
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© kCura LLC. All rights reserved.
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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© kCura LLC. All rights reserved.
QC Layout
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© kCura LLC. All rights reserved.
QC: Create a Good Layout
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© kCura LLC. All rights reserved.
QC: Create a Good Report to Track Results
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© kCura LLC. All rights reserved.
Sampling for Success
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© kCura LLC. All rights reserved.
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© kCura LLC. All rights reserved.
QC: Use Sampling to Your Benefit
1 2
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© kCura LLC. All rights reserved.
QC: Save
the Results
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© kCura LLC. All rights reserved.
Family Conflicts
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© kCura LLC. All rights reserved.
DOC000001
DOC000002
DOC000003
DOC000004
DOC000005
DOC000006
DOC000007
DOC000008
DOC000009
DOC000010
DOC000011
DOC000012
DOC000013
DOC000014
DOC000015
DOC000016
DOC000017
DOC000018
DOC000019
DOC000020
DOC000021
DOC000022
DOC000023
DOC000024
DOC000025
DOC000026
DOC000027
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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© kCura LLC. All rights reserved.
What are your workflow ideas?
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© kCura LLC. All rights reserved.
Relativity Website
kcura.com/relativity
• Relativity blog and advice recipes
• White papers and case studies
• Webinars and tutorials
Relativity Solutions Team
Technical Support
Resources