Managing stakeholder expectations with early data insights

Data volumes are expanding exponentially, as is the ever-increasing burden that locating, collecting, and reviewing those data and documents can have on lawyers and their clients.

eDiscovery technology and workflows can help lawyers understand more about their data and gain high level insights to best manage the expectations of their team, end-client, the Court, a Regulator, or any other party interested in the outcome of the data review process. You can leverage technology and workflows for making more informed decisions earlier in your matter timeline.

Consider

• The number of documents that might form part of any reviewable with reference to key time periods, stakeholders, and key words. You should consider the resources and time available to review those documents which could inform a revision of any deadlines or limitation on review scope.

• Leveraging advanced eDiscovery investigative techniques to identify priority document sets for review. This could assist with the preparation of case theory, early matter strategy development and even inform initial settlement discussions.

• Using the eDiscovery reporting functions to identify potential data gaps to engage further with your client about capturing all critical documents.

• Utilise the technology to test potential discovery categories, key word limitations or determine the potential scope of a regulator notice or request. This can help to identify room for improvement or the need for further resources to assist with the review process.

• Building a preliminary review workflow to help achieve your review outcomes and objectives. This will change with time as the matter progresses but having a plan of attack in place will allow you to progress confidently through your review.

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