Document Review: 5 Common Pitfalls to Avoid

 With demanding timelines and increasing nuances of document review, a certain number of mistaken review calls should be expected. However, many of these mistakes can be avoided with smarter planning, defensible review processes, sound technology and management controls.

LDM Global’s Legal Services Director Rashmi Kishore advises on how you can avoid the most common document review mistakes, including jumping in to a straight linear review, making quality control an afterthought and more.

Below are some common pitfalls to avoid for a smooth and successful document review project.

1. Not putting in the time upfront: Failing to formulate a robust strategy and a comprehensive review manual can quickly derail a document review project. Do not begin the review without a proper project implementation plan with due consideration to workflow, staffing, training, quality control methodology and communication methods. Ensure the correct infrastructure is in place: a quiet and dedicated work space with comfortable seats, dual monitor computers, a good IT network and connectivity for smooth functioning of the project.

2. Jumping in to a pure linear review: Take advantage of the document review platform’s features and design an optimized workflow. Don’t jump headfirst into a document set and begin a pure linear review. Identify priority custodians and potentially privileged documents and assign those to higher level attorneys. Identify documents needing special care, for instance, those needing redaction, documents with technical issues or documents needing translation. Confirm upfront precisely what actions should be taken when encountering such documents.

Configure the review platform to enforce specific coding rules such as preventing certain coding conflicts or requiring population of mandatory fields before moving on to the next document. This will save on QC time and costs.

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