Los Angeles User Group

Transcription

1 Los Angeles User Group Good to Great: Optimizing Review with 5 Simple Workflow Enhancements

2 How does a user group work 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!

3 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?

4 Workspace Setup Layouts and Views

5 1 Layouts Be Consistent and Forward Thinking

6 Layouts 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

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9 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

10 Layouts Using Event Handlers Can enforce coding rules: If Responsive, then must select a Privilege choice. Can alert the reviewer to specific values: If Has Hidden Data is yes, then display a message.

11 2 Views Be Creative

12 View: Privilege QC

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16 View: Reviewer Feedback

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18 View: Self QC

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24 Review and Analysis Pivots and Analytics

25 3 Pivots A fresh look at your data

26 Pivot: An Unsung Hero of Relativity

27 Difficult to identify patterns to refocus review efforts or cull out a large volume of non-obvious Not Responsive documents. Visualize your data to identify patterns and trends across custodians, time, and more.

28 Pivots

29 Pivots

30 Pivots

31 Pivots

32 Pivots

33 Pivot Profiles

34 4 Analytics Be Efficient (Save Time and Money)

35 Analytics 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

36 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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41 Analytics Language Identification Function of Structured Analytics Does not require an Analytics Index Identifies a Primary Language and up to 2 additional Secondary Languages Use in advance of review to identify a need for foreign language reviewers

42 Project Completion Quality Control for Successful Productions

43 5 Quality Control Are You Ready to Produce?

44 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.

45 QC Layout

46 QC: Create a Good Layout

47 QC: Create a Good Report to Track Results

48 Sampling for Success

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50 QC: Use Sampling to Your Benefit 1 2

51 QC: Save the Results

52 Family Conflicts

53 Conflict Check within Family Groups DOC Responsive DOC Privileged DOC Privileged DOC Responsive DOC Privileged DOC Responsive DOC Responsive DOC Privileged DOC Responsive DOC Not Responsive DOC Responsive DOC DOC Not Responsive DOC Not Responsive DOC DOC Not Responsive DOC Not Responsive DOC Not Responsive DOC DOC Responsive DOC DOC DOC Privileged DOC Responsive DOC DOC Responsive DOC Designation is Responsive + Include Family 2. Designation is Not Responsive OR Privileged OR Not Set 3. 1 AND 2 + Include Family

54 What are your workflow ideas?

55 Resources Relativity Website kcura.com/relativity Relativity blog and advice recipes White papers and case studies Webinars and tutorials Relativity Solutions Team Technical Support