Good to Great: Optimizing Review with 5 Simple Workflow ...
Good to Great: Optimizing Review with 5 Simple Workflow Enhancements Dallas User Group
© kCura LLC. All rights reserved.
How does a user group work •
You, the community, drive the user group’s topics and conversation
•
kCura is here to moderate the conversation
•
The more you put into the meetings the more you get out
•
Surveys will go out at the end of each meeting, please fill them out!
© kCura LLC. All rights reserved.
Who are you?
© kCura LLC. All rights reserved.
5 Simple Workflow Enhancements
Workspace Setup
Review and Analysis
1. Layouts: Be consistent and forward thinking
3. Pivots: A fresh look at your data
2. Views: Be creative
4. Analytics: Be efficient (save time and money)
© kCura LLC. All rights reserved.
Project Completion
5. Quality Control: Are you ready to produce?
Plan for Success from the Beginning
Workspace Setup Layouts and Views
© kCura LLC. All rights reserved.
1 Layouts Be Consistent and Forward Thinking
© kCura LLC. All rights reserved.
Layouts Protect Previous Work • Use an “Is Produced” field • Create an Object Rule to lock produced documents from coding • Recipe: Creating a read-only layout to lock produced documents
© kCura LLC. All rights reserved.
Final Previously Produced Layout • Transfer your layouts with each new workspace you make from that template. • Meet with case team, be sure what to put on the layouts. • Always keep an eye toward production © kCura LLC. All rights reserved.
2 Views Be Creative
© kCura LLC. All rights reserved.
View: Privilege QC
© kCura LLC. All rights reserved.
View: Reviewer Feedback
© kCura LLC. All rights reserved.
View: Self QC
© kCura LLC. All rights reserved.
Review and Analysis Searching and Analytics
© kCura LLC. All rights reserved.
3 Pivots A fresh look at your data
© kCura LLC. All rights reserved.
Pivot: An Unsung Hero of Relativity © kCura LLC. All rights reserved.
Difficult to identify patterns to refocus review efforts or cull out a large volume of non-obvious Not Responsive documents.
Analyze your data to identify patterns and trends across custodians, time, and more.
© kCura LLC. All rights reserved.
Pivot Profiles
© kCura LLC. All rights reserved.
Pivot Profiles: How They Help
© kCura LLC. All rights reserved.
•
Used to identify domains that exist in the email sender metadata
•
Useful in identifying email sent / received from personal accounts, junk mail, etc.
•
Works best if you first filter on emails only to reduce the number of blank results, or you can filter on a specific pattern to narrow results
•
We usually instruct people to click the grid in order to build a filter, then utilize the save as search function in order to facilitate batching
Pivot Profiles: How They Help
© kCura LLC. All rights reserved.
•
Used to identify year / month of emails sent by key custodians
•
Can be used to QC opposing productions containing date restrictions, or to find year / month / custodian combinations of interest and quickly batch for review
•
Filter on emails and key custodians before running – too many custodians will make the chart difficult to read
4 Analytics Be Efficient (Save Time and Money)
© kCura LLC. All rights reserved.
Analytics Leverage Previous Work • Create a Categorization Set • Use existing coding to identify examples • Review the results of categorization • Recipe: Using categorization to identify hot documents
© kCura LLC. All rights reserved.
Conceptual Categorization •
Finds documents that are conceptually similar
•
Ranks documents to a seed document
•
Documents can be similar to more than one seed document
© kCura LLC. All rights reserved.
Project Completion Quality Control for Successful Productions
© kCura LLC. All rights reserved.
5 Quality Control Are You Ready to Produce?
© kCura LLC. All rights reserved.
After the Review
Your case team has finished the review. We need to do a quality assurance check on the review before we can comfortably send it out the door.
© kCura LLC. All rights reserved.
QC Layout
© kCura LLC. All rights reserved.
QC: Create a Good Layout
© kCura LLC. All rights reserved.
QC: Create a Good Report to Track Results
© kCura LLC. All rights reserved.
Sampling for Success
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
QC: Use Sampling to Your Benefit 1
© kCura LLC. All rights reserved.
2
QC: Save the Results
© kCura LLC. All rights reserved.
Family Conflicts
© kCura LLC. All rights reserved.
Conflict Check within Family Groups DOC000001
Responsive
DOC000010
Privileged
DOC000019
Privileged
DOC000002
Responsive
DOC000011
Privileged
DOC000020
Responsive
DOC000003
Responsive
DOC000012
Privileged
DOC000021
Responsive
DOC000004
Not Responsive
DOC000013
Responsive
DOC000022
DOC000005
Not Responsive
DOC000014
Not Responsive
DOC000023
DOC000006
Not Responsive
DOC000015
Not Responsive
DOC000024
DOC000007
DOC000016
Responsive
DOC000025
DOC000008
DOC000017
Privileged
DOC000026
DOC000009
DOC000018
Responsive
DOC000027
1.
Designation is Responsive + Include Family
2.
Designation is Not Responsive OR Privileged OR Not Set + Include Family
3.
1 AND 2
© kCura LLC. All rights reserved.
Not Responsive
Responsive
What are your workflow ideas?
© kCura LLC. All rights reserved.
Resources Relativity Website kcura.com/relativity •
Relativity blog and advice recipes
•
White papers and case studies
•
Webinars and tutorials
Relativity Solutions Team [email protected]
Technical Support [email protected] © kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
How does a user group work •
You, the community, drive the user group’s topics and conversation
•
kCura is here to moderate the conversation
•
The more you put into the meetings the more you get out
•
Surveys will go out at the end of each meeting, please fill them out!
© kCura LLC. All rights reserved.
Who are you?
© kCura LLC. All rights reserved.
5 Simple Workflow Enhancements
Workspace Setup
Review and Analysis
1. Layouts: Be consistent and forward thinking
3. Pivots: A fresh look at your data
2. Views: Be creative
4. Analytics: Be efficient (save time and money)
© kCura LLC. All rights reserved.
Project Completion
5. Quality Control: Are you ready to produce?
Plan for Success from the Beginning
Workspace Setup Layouts and Views
© kCura LLC. All rights reserved.
1 Layouts Be Consistent and Forward Thinking
© kCura LLC. All rights reserved.
Layouts Protect Previous Work • Use an “Is Produced” field • Create an Object Rule to lock produced documents from coding • Recipe: Creating a read-only layout to lock produced documents
© kCura LLC. All rights reserved.
Final Previously Produced Layout • Transfer your layouts with each new workspace you make from that template. • Meet with case team, be sure what to put on the layouts. • Always keep an eye toward production © kCura LLC. All rights reserved.
2 Views Be Creative
© kCura LLC. All rights reserved.
View: Privilege QC
© kCura LLC. All rights reserved.
View: Reviewer Feedback
© kCura LLC. All rights reserved.
View: Self QC
© kCura LLC. All rights reserved.
Review and Analysis Searching and Analytics
© kCura LLC. All rights reserved.
3 Pivots A fresh look at your data
© kCura LLC. All rights reserved.
Pivot: An Unsung Hero of Relativity © kCura LLC. All rights reserved.
Difficult to identify patterns to refocus review efforts or cull out a large volume of non-obvious Not Responsive documents.
Analyze your data to identify patterns and trends across custodians, time, and more.
© kCura LLC. All rights reserved.
Pivot Profiles
© kCura LLC. All rights reserved.
Pivot Profiles: How They Help
© kCura LLC. All rights reserved.
•
Used to identify domains that exist in the email sender metadata
•
Useful in identifying email sent / received from personal accounts, junk mail, etc.
•
Works best if you first filter on emails only to reduce the number of blank results, or you can filter on a specific pattern to narrow results
•
We usually instruct people to click the grid in order to build a filter, then utilize the save as search function in order to facilitate batching
Pivot Profiles: How They Help
© kCura LLC. All rights reserved.
•
Used to identify year / month of emails sent by key custodians
•
Can be used to QC opposing productions containing date restrictions, or to find year / month / custodian combinations of interest and quickly batch for review
•
Filter on emails and key custodians before running – too many custodians will make the chart difficult to read
4 Analytics Be Efficient (Save Time and Money)
© kCura LLC. All rights reserved.
Analytics Leverage Previous Work • Create a Categorization Set • Use existing coding to identify examples • Review the results of categorization • Recipe: Using categorization to identify hot documents
© kCura LLC. All rights reserved.
Conceptual Categorization •
Finds documents that are conceptually similar
•
Ranks documents to a seed document
•
Documents can be similar to more than one seed document
© kCura LLC. All rights reserved.
Project Completion Quality Control for Successful Productions
© kCura LLC. All rights reserved.
5 Quality Control Are You Ready to Produce?
© kCura LLC. All rights reserved.
After the Review
Your case team has finished the review. We need to do a quality assurance check on the review before we can comfortably send it out the door.
© kCura LLC. All rights reserved.
QC Layout
© kCura LLC. All rights reserved.
QC: Create a Good Layout
© kCura LLC. All rights reserved.
QC: Create a Good Report to Track Results
© kCura LLC. All rights reserved.
Sampling for Success
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
QC: Use Sampling to Your Benefit 1
© kCura LLC. All rights reserved.
2
QC: Save the Results
© kCura LLC. All rights reserved.
Family Conflicts
© kCura LLC. All rights reserved.
Conflict Check within Family Groups DOC000001
Responsive
DOC000010
Privileged
DOC000019
Privileged
DOC000002
Responsive
DOC000011
Privileged
DOC000020
Responsive
DOC000003
Responsive
DOC000012
Privileged
DOC000021
Responsive
DOC000004
Not Responsive
DOC000013
Responsive
DOC000022
DOC000005
Not Responsive
DOC000014
Not Responsive
DOC000023
DOC000006
Not Responsive
DOC000015
Not Responsive
DOC000024
DOC000007
DOC000016
Responsive
DOC000025
DOC000008
DOC000017
Privileged
DOC000026
DOC000009
DOC000018
Responsive
DOC000027
1.
Designation is Responsive + Include Family
2.
Designation is Not Responsive OR Privileged OR Not Set + Include Family
3.
1 AND 2
© kCura LLC. All rights reserved.
Not Responsive
Responsive
What are your workflow ideas?
© kCura LLC. All rights reserved.
Resources Relativity Website kcura.com/relativity •
Relativity blog and advice recipes
•
White papers and case studies
•
Webinars and tutorials
Relativity Solutions Team [email protected]
Technical Support [email protected] © kCura LLC. All rights reserved.
