Quality Control (QC) is an essential feature of any document review process. Yet, because of the vast number of documents involved in a typical review, the quality control process quickly becomes complicated and challenging. An effective strategy for targeting the documents most likely to need additional quality control becomes essential to an efficient review process.
The interlocking goals of the QC process are to assure that all responsive documents are produced while also protecting against the unintended production of any privileged information. This process itself involves implementing best practices established over significant review experience while also customizing the quality control process to the specifications of each individual project, especially when different review platforms are in use.
An effective QC process is not a rote implementation of random selection and re-reviews. Instead, it involves designing a case-specific set of targeted searches designed to do the following:
- Searching for and correcting any systemic errors. These may include:
- Inconsistent use of tags,
- Conflicting tags,
- Issue coding that is too narrow or too broad to be helpful to the case goals;
- Searching for documents of particular interest in the case using particular terms, certain senders, or other such criteria, in order to ensure that all of these documents have been identified and coded consistently;
- Searching for and updating tagging based on questions that have been answered during the review process; and
- Performing a thorough review of both: (1) all documents marked as privileged and (2) those documents containing topics or phrases likely to be privileged that have not been marked as such.
Instead of focusing on random sampling, this targeted approach for seeking out and identifying issue prone documents makes the quality control process more effective and efficient. The QC team should also look for opportunities to revise the document review process to eliminate any issues caught in quality control going forward, usually by way of additional training and a revision of review guidelines.
Baer Reed provides document review and privilege review services as well as other types of litigation support to in-house legal teams and law firms around the world. To find out more about how the team at Baer Reed can help you reach your goals, contact us today.
- On October 18, 2022
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