Isn’t It Time to Rethink ‘Document’ Review?
At this year’s Relativity Fest, this session on Wednesday September 25, titled “Isn’t It Time to Rethink ‘Document’ Review?” explored the evolving nature of document review in the modern era, questioning whether the traditional definition of a “document” is still relevant. With Rose Jones, Nirav Shah, and Adam Rouse, we explored the growing complexity and volume of discovery data while legal obligations remain unchanged.
Discovery data types ranging from traditional Microsoft Office documents and emails to collaboration tools like Slack and Microsoft Teams, images, and structured data repositories make the legal obligations of review more complex and challenging. To adapt, the legal industry must shift its focus from document-centric to data-centric review processes. This paradigm shift is essential to manage new data types, enhance efficiency, and maintain compliance while avoiding sanctions. In addition, new data-centric methods can be aimed back at traditional documents to review and possibly produce outside the confines of conventional document boundaries. The speakers highlighted the challenges of adapting to rapid technological advancements, the importance of data literacy, and the need for lawyers to rethink how they approach discovery, particularly in handling massive datasets and leveraging AI tools for faster, more accurate analysis.
The conversation also underscored the importance of generative AI in transforming document review and litigation strategies. AI tools, such as Relativity aiR help legal teams review documents and extract key insights to inform case strategies more effectively. The panelists discussed how these tools allow them to prepare for depositions, analyze opposing party documents, and make faster, more informed decisions.
They also noted that modern legal departments should focus on becoming business partners with their clients and suppliers, using insights gained from document reviews to identify areas where companies could improve operations or reduce costs. By moving away from the traditional document review model, the panel advocated for a more innovative approach to legal practice, one that integrates AI and data analytics to add value beyond the discovery process.
Audience attendee David Cowen, asked about the possibility of secondary or tertiary value to the data harvested in the discovery practice. Rose Jones expressed agreement that using and reusing discovery data elements is essential to her go-to-market and building deeper relationships with clients of the firm. Nirav Shah and Adam Rouse both concurred, adding it is part of their expectations and vetting of outside counsel to add value beyond a single-serve representation.
About the Author
Brian Stempel is a law practice technology executive and thought leader with over 30 years of experience in delivering innovative solutions and services to the legal industry. He is the Senior Vice President of Strategic Client Solutions at Lineal where he helps clients solve legal challenges with Lineal’s award-winning Amplify platform. Before Lineal, Brian ran eDiscovery operations at Kirkland & Ellis, Paul Hastings, and Debevoise & Plimpton. A life-long learner he also holds executive education certificates from Cornell University, MIT Sloan School of Management, Columbia Business School, and Harvard Business School in various fields related to artificial intelligence, innovation, DEI, and leadership.
About Lineal
Lineal is an innovative eDiscovery and legal technology solutions company that empowers law firms and corporations with modern data management and review strategies. Established in 2009, Lineal specializes in comprehensive eDiscovery services, leveraging its proprietary technology suite, Amplify, to enhance efficiency and accuracy in handling large volumes of electronic data. With a global presence and a team of experienced professionals, Lineal is dedicated to delivering custom-tailored solutions that drive optimal legal outcomes for its clients. For more information, visit lineal.com