How to Successfully Implement Managed Document Review to Your eDiscovery Process

How to Successfully Implement Managed Document Review to Your eDiscovery Process

Managed Document Review, which involves a thorough examination of documents to ascertain their importance, secrecy, and privilege, is a crucial component of eDiscovery. Though it takes careful design and execution, integrating Managed Document Review into your eDiscovery process could change everything. The steps for implementing Managed Document Review, best practices for doing so, and change management in the process will all be covered in this article.


How to Include Managed Document Review

1. Determine Your Needs: Determining your needs is the first stage in integrating Managed Document Review into your eDiscovery procedure. Establish the amount of papers that must be examined, the degree of experience needed, and the completion date. This will assist you in determining whether to hire a professional service provider or manage the review internally.

2. Choose a Service Provider: Make sure you choose a service provider wisely if you choose to outsource the document review process. Look for a supplier who can fulfill your deadlines and precise requirements, has a proven track record of achievement, and is knowledgeable about your sector.

3. Specify the Review’s Scope: Clearly state what the document review process’s parameters are. This entails establishing the tagging and coding processes in addition to figuring out the relevance, privilege, and secrecy requirements.

4. Create a Review Protocol: Create a thorough review protocol that describes the review procedure, document classification criteria, review workflow, and quality control procedures that will be followed.

5. Train the Review Team: It is crucial to instruct the review team on the review procedure, how to utilize the review platform, and the particular requirements of the case, regardless of whether the review is being carried out internally or outside.

6. Carry Out the Review: Follow the prescribed procedure while carrying out the document review. Keep a close eye on the review’s development and alter the review team or methodology as needed.

7. Put Quality Control in Place: To guarantee accuracy, consistency, and defensibility, put quality control mechanisms in place at every stage of the review procedure.

8. Examine the Outcomes: Determine the important documents, patterns, and insights from the document examination to help guide your legal approach.


Implementing Managed Document Reviews: Best Practices

1. Leverage Technology: To speed the discovery of pertinent papers, streamline the document review process, and lower total costs, make use of cutting-edge tools and technology.

2. Establish a Robust Quality Control Process: To guarantee correctness, consistency, and defensibility, establish a robust quality control process that entails several stages of review and validation.

3. Keep Lines of Communication Open: Throughout the review process, keep lines of communication open with the review team and other stakeholders to guarantee that expectations, goals, and any necessary adjustments are all in line.

4. Document the Process: Keep a record of every step of the review procedure, including the review protocol, any choices taken, and any problems that arose. This will improve the review’s defensibility and make it a useful resource for reviews to come.

5. Be Adaptable: Throughout the review process, be open to changes and ready to evolve with the times. This entails being ready to modify the review team, methodology, or policy as needed.


Change Management for the Implementation of Managed Document Review

It could be necessary to make considerable adjustments to your current workflow and procedures in order to integrate Managed Document Review into your eDiscovery process. For a successful deployment and a seamless transition, effective change management is crucial.

1. Evaluate the Impact: Determine how the changes will affect your team, your company, and your current procedures. Determine any obstacles or opposition that could appear and create plans to overcome them.

2. Create a Change Management Plan: Create a thorough change management plan that details the procedures to be followed in order to execute the changes, the communication strategy to be used, and the assistance and training that will be offered.

3. Explain the Changes: Make sure that all parties involved are aware of the changes, including their advantages, the rationale behind them, and how they will affect their roles and duties.

4. Provide Training and Assistance: To guarantee that all stakeholders have the information and abilities needed to properly execute the changes, provide them with thorough training and assistance.

5. Monitor the Implementation: Keep an eye on how the changes are being implemented to make sure everything is going according to plan and to spot any potential problems.

6. Get Input: Obtain input about the changes’ implementation from all parties involved and make any required modifications.


In summary

Adding Managed Document Review to your eDiscovery procedure may improve quality control, cost-effectiveness, and efficiency, among other things. But meticulous preparation and execution are needed. You may successfully integrate Managed Document Review into your eDiscovery process and take advantage of its advantages by following the above-described processes, putting best practices into practice, and managing change with effectiveness. Go to to find out more about eDiscovery and its many parts.