Blog

Managed Review: Balancing Cost, Quality, and Speed

By: Taryn Blair, VP of Client Services

In the fast-paced and data-heavy world of legal services, managing eDiscovery effectively has become more crucial than ever. Legal teams are often tasked with reviewing vast amounts of data, which can be both time-consuming and expensive. However, with the right approach, it is possible to balance cost, quality, and speed, ensuring efficient and effective outcomes. At Purpose Legal, our managed review expertise exemplifies how this balance can be achieved through a combination of advanced technology, skilled professionals, and a client-centric approach.

The Challenge: Balancing the Triad

Managed review is essentially the process of systematically examining documents for relevance, confidentiality, and privilege in legal matters. The key challenges in this process involve balancing three critical elements:

  1. Cost: Keeping expenses manageable while ensuring comprehensive review.
  2. Quality: Maintaining high standards to ensure accuracy and compliance.
  3. Speed: Completing the review process promptly to meet tight deadlines.

Achieving the right balance among these elements is essential to ensure that legal teams can handle their caseloads efficiently without sacrificing quality or breaking the budget.

1. Leveraging Advanced Technology

Our investment in advanced technology, including AI and analytics, plays a crucial role in our managed review process. These tools help us automate repetitive tasks, identify relevant documents quickly, and ensure that our reviews are both thorough and efficient. For example:

  • Technology-Assisted Review (TAR): We use TAR to prioritize documents, enabling our reviewers to focus on the most relevant materials first.
  • Automated Redactions: Our automated tools can quickly and accurately redact sensitive information, saving significant manual effort and reducing the risk of errors.

2. Skilled and Experienced Team

Our team of review professionals is not only highly skilled but also extensively trained in the specific issues and technologies relevant to each project. This expertise allows us to maintain high-quality standards while working efficiently. We emphasize:

  • Continuous Training: Our reviewers receive ongoing training to stay updated on the latest legal and technological developments.
  • Performance Monitoring: We continuously monitor performance and provide real-time feedback to ensure quality and accuracy.

3. Client-Centric Methodology

Understanding and aligning with our clients’ goals is at the heart of our managed review services. We prioritize clear communication and transparency throughout the review process, ensuring that our clients are always informed and involved. Our approach includes:

  • Tailored Solutions: We customize our workflows to meet the specific needs of each project, ensuring optimal efficiency and effectiveness.
  • Regular Updates: We provide detailed reports and regular updates, giving our clients a clear view of the review progress and any emerging issues.

Ensuring Cost Efficiency

Cost efficiency is a significant concern in managed review. At Purpose Legal, we achieve cost savings without compromising quality or speed through:

  • Optimized Workflows: By streamlining our processes and leveraging technology, we reduce the time and resources required for each review.
  • Scalable Solutions: Our services can scale to handle projects of any size, ensuring that we can meet our clients’ needs without unnecessary overhead.

Delivering High-Quality Results

Quality is non-negotiable in managed review. Our rigorous quality control measures ensure that our reviews meet the highest standards of accuracy and compliance. We employ:

  • Advanced Analytics: Our use of AI and analytics helps identify potential issues early, ensuring that we can address them promptly.
  • Thorough Quality Checks: Multiple layers of quality checks are integrated into our process to catch and correct any errors before final delivery.

Achieving Speed and Efficiency

In the legal world, speed is often of the essence. Our managed review process is designed to deliver rapid results without sacrificing quality. We focus on:

  • Efficient Batching: Grouping similar documents together to expedite the review process.
  • Flexible Staffing: Adjusting team sizes and schedules to meet tight deadlines while maintaining quality standards.

Conclusion

At Purpose Legal, we understand that managed review is a balancing act. By leveraging advanced technology, maintaining a skilled and dedicated team, and adopting a client-centric approach, we ensure our services are cost-effective, high-quality, and fast. Our commitment to balancing these critical elements enables us to provide exceptional value to our clients, helping them navigate the complexities of eDiscovery with confidence and ease.

For more information on how Purpose Legal can support your managed review needs, visit our managed review or contact us directly. We are here to help you balance your legal review processes perfectly.

We are client focused. Our client-focused approach is driven by a foundational belief that legal services should be as unique as the requirements of the clients we serve. We listen intently, understand deeply, and act decisively. By embracing innovative technology and tailoring our services to each client’s unique situation, we ensure that our solutions address their immediate legal challenges and encourage them to achieve their long-term goals. We want you to feel valued, understood, and confident in every decision you make. As proof, we boast a stellar NPS client satisfaction score of 78.

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Traditional machine-learning enabled TAR remains the best-practice deployment of AI any many review circumstances. The Purpose Analytics and Review teams are experts in the development, negotiation, execution, and validation of these workflows. Furthermore, we support these workflows utilizing each of the industry-standard technologies in our supported eDiscovery hosting platforms. 

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Generative AI enabled eDiscovery document review solutions are ready for use in live matters. Purpose can validate their results and help you identify appropriate use cases for their deployment. These use cases involve first pass review for relevance and/or privilege, Issue Review, QC of human review, integration with Traditional TAR technology in TAR workflows, and Strategic ECA/Investigations. 

Purpose possesses the expertise to provide, facilitate, and supervise the appropriate “human-in-the-loop” components of a reliable Generative AI deployment. 

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AI’s ability to streamline legal services has transformed how we assist clients. Purpose Legal’s AI-enabled workflows automate to cut costs and maintain attorney involvement and oversight to identify and mitigate any weaknesses or risks inherent in the specific AI application. 

Purpose Legal has extensive experience developing, utilizing, and evaluating AI for use in Contract Management and Legal Research. Our team maintains expertise on a wide variety of tools and provides consultation services identifying tool(s) that align best with client needs. 

Further, the Purpose team maintains flexibility and expertise to utilize any AI-enabled tool dictated by client workflow. We understand the limitations inherent in these tools and how to mitigate those limitations with efficient deployment of our expert attorneys. 

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