Copyright

 

Document Review | Case Studies | Perspective Papers | Offshore-Legal.com

Case Studies: Document Review

 

National Association Maintains Consistent Document Review Practices at 19 Member Offices While Cutting Cost by 70%


Lumen Legal assembles local teams of attorneys and paralegals to review highly-sensitive documents.

SITUATION

In response to a government investigation, a national association needs fast turn-around time on a large document review project involving 19 member offices and highly-sensitive hard copy documents.  Costs are also a big concern.

Standardized performance measures and operating standards are important. Lumen Legal is selected and hired by each office individually.  Procedures are established by the national office, and Lumen is tasked with ensuring consistent methodology for issue identification and resolution at all offices.

SOLUTION
 
Lumen Legal assembles local review teams across the U.S., then synchronizes the review for consistent results within shifting deadlines.

Lumen’s national project manager oversees local legal professional review teams including attorneys, law school graduates and paralegals contracted by Lumen.  Back-up reviewers are also identified, and are used as needed. Best practices identified at each of the review sites are documented and consistently distributed to all of the review teams.

Lumen tracks, measures, and analyzes individual performance throughout the project and reports consolidated performance at all sites. Quality control meetings are held daily with team leads, the national project manager, and clients from the various locations.

RESULT

Lumen Legal teams, averaging 40 hours per week, complete the project in just over 45 days, meeting every aspect of the quality control and process documentation standards needed for this sensitive review.   

Due to a significantly lower billing rate, the client offices reduce costs by 70% using contract attorneys, law graduates and paralegals.

 

Law Firm Client Reduces Cost of Electronic
Document Review By 72%


Experienced contract attorneys in three states, combined with deft project management, keep this project focused on best practices and high productivity. The result is lower costs.

SITUATION

The client of a large national law firm needs a large volume of electronic documents reviewed, and the firm contacts Lumen Legal. Office space constraints at the firm make the project a natural fit for the use of home-based attorneys to conduct the review. Significant previous document review experience is

necessary to help shape and guide the review process. High speed Internet connectivity is a must for all team members due to the software chosen for the project.

SOLUTION

Lumen Legal defines the scope of work and develops the project plan, including project tasks, assessment of the volume of documents to be reviewed and the skill set and experience level required, and identification of Team Leads. Lumen then determines the optimum geographic locations for the contract attorneys for project management purposes, fully developing
the recipe for cost containment.

PROJECT MANAGEMENT

The Senior Team Lead and two supporting Team Leads report to a National Project Manager, who ensures:

• Consistent and accurate communication of information
among all team members throughout the country
• File assignment and tracking for each reviewer
• Issue identification and resolution practices
• Consistent review standards
• Coordinated launch and completion
• A post-completion review to document best practices for
future document reviews

A key project management task: setting up and coordinating numerous orientation sessions between the software provider, the Lumen reviewers, and the law firm. Lumen executes standardized performance measures and operating standards, and rolls out an effective quality assurance process. Individual performance, as well as team performance, is tracked, measured, and analyzed. Quality Control meetings and project status meetings are held daily with the Team Leads and client, with an evolving list of best practices continuously circulated to all team members to ensure consistency and efficiency.

RESULT

The initial review is successfully completed on time, and the client is very satisfied. The project is initially expected to last two weeks, but the law firm and client request additional documents and a second phase extending the project to 90 days. In addition to meeting their deadline, the law firm’s client realizes a 72% cost savings using contract legal professionals.