If your company is in a position where a large volume of documents must be reviewed for internal use cases or for legal discovery purposes, you are looking at a lengthy and consuming endeavor ahead of you. In the past, an all-hands-on-deck approach was par for the course. Today, while document review is still an urgent and essential task, there are more tools and strategies at your disposal to help streamline the process and make it considerably more efficient than in the past. Here are some of the best practices in document review for your company to follow as needed.
Deploy Generative AI
The benefits of artificial intelligence cannot be overstated. They are the ultimate time savers in business, as in everyday life. When your company needs to review an overwhelming and seemingly insurmountable amount of documents, it is time to pull out all the stops and begin implementing GenAI in eDiscovery.
GenAI in eDiscovery has a broad range of advantages that your company can incorporate into its efforts, including:
- Speeding up the process by sorting through and analyzing materials and content, in addition to the ability to summarize large volumes of information that would take a human hours to accomplish.
- It can improve the accuracy of information and reduce the potential for human errors. Redaction is easier through targeted keyword searches, and the quality of the results retains its integrity.
- The act of using generative AI to automate the document review process will save a significant amount of time and money by not tasking employees to conduct the review that would otherwise take untold hours to accomplish.
- GenAI can analyze the content and pull out key talking points, and inform the team on strategy based on the findings through comprehensive analysis.
- Looking for patterns within the target documents is an excellent use of GenAI, as it can easily parse similar content and summarize the outcomes.
- GenAI can also lead the narrative by helping the early case assessment taskers to build timelines and develop case strategy.
Establish Clear Timelines and Goals
Just as with any other project, your efforts to review company documents require management in order to ensure compliance with any deadlines set forth by outside entities and to be prepared for whatever may come your way.
It is helpful to assign a project manager to the document review process so you have one person acting as a point of contact and as the final decision maker for the endeavor. This person will also speak on behalf of the document review group to answer questions or obtain further information.
Under the guidance of your project manager, timelines and expectations will be set. Having clear and attainable timelines helps the entire team understand what their collective and individual goals are and helps to break down the process into realistic and manageable steps that can be accomplished, instead of the seemingly insurmountable job of document review as a whole.
Set your business, your team, and yourself up for success when faced with a document review. Utilize the best resources at your disposal, such as GenAI and a project manager. By implementing these strategies, you will accomplish your goals and meet deadlines on time.
