Efficient Strategies for Implementing TAR
Technology-assisted review (TAR), or predictive coding, employs advanced software algorithms to find relevant documents in a large dataset. Initially, a human reviewer codes a small sample of documents as responsive or not responsive. The software analyzes these decisions, identifying patterns to create a predictive model for identifying relevant documents. The model also offers insights into the expected accuracy level of its responsiveness determinations. The review team leader and managing attorneys can leverage this information to make informed decisions on further human review steps required to ensure the identification of all potentially relevant documents and achieve other case objectives, such as pinpointing critical documents.
After deciding to utilize TAR, project leaders need to plan the case workflow. When implementing technology-assisted review in a legal setting, there are several strategies that can help ensure efficiency and accuracy, including:
- Defining goals and objectives: Before implementing TAR, it’s important to define clear goals and objectives for the process. This can help ensure that everyone on the legal team is aligned on what they are trying to achieve and can help guide decision-making throughout the process.
- Training and education: It’s important to provide training and education to all members of the legal team who will be involved in the TAR process. This can include training on how to use the software tools, as well as education on best practices for document review and quality control.
- Sample selection: The sample of documents used to develop the predictive model is critical to the success of the TAR process. It’s important to select a representative sample that accurately reflects the population of documents being reviewed, as well as to ensure that the coding decisions made during the sampling process are of high quality.
- Identification of areas for attorney review: While TAR is highly effective in dealing with large sets of data, it is less effective in specific areas requiring judgment calls and specialized legal knowledge. For example, while TAR can identify documents that may be privileged, it is a best practice to have an attorney review these case-critical determinations. Creating a workflow that seamlessly blends TAR results with attorney reviewers can streamline this process.
- Quality control: As with any document review process, quality control is critical to ensuring accuracy. It’s important to implement quality control procedures at each stage of the TAR process, including during sample selection, model development, and document review.
The combination of lawyers and technology-assisted review tools can bring significant benefits to the practice of law, including increased efficiency, improved accuracy, and cost savings. By implementing efficient strategies for TAR, legal teams can achieve these benefits while ensuring that the process is conducted in a thorough and accurate manner. For TAR support services, contact Baer Reed today.
- On August 9, 2023
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