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What Really Matters in eDiscovery Workflow, Part 2

In our February 17 posting, we discussed how a decision-driven and repeatable eDiscovery workflow simultaneously achieves high recall and high precision to lower eDiscovery costs and optimize outcomes across single and multiple matters.

That’s just one starting point for helping to “solve” clients’ data-driven legal challenges. Another daunting task is getting transparency for better decision-making across all of your matters. Many lawyers use different eDiscovery platforms for depending on the matter (such as Relativity, Viewpoint and/or OmniX, to name a few), each with their own dashboards providing insight into just those matters hosted on that particular platform.

You aren’t wrong—you’re using the right tool for the right job. The problem is that traditional client reporting methods have individual reporting by platform, and cannot provide single views across all matters. Thus, it’s difficult, if not impossible, to manage multiple projects or have a satisfactory level of transparency on different platforms to effectively manage time, cost, and resource allocation even on a single case, let alone dozens or hundreds of matters.

A Better Way
The answer is not ripping out best-in-class platforms and replacing them with a single platform just to get better transparency across your matters. A new approach is to:



  1. Protect your investments by keeping the platforms that work for you.
  2. Add an interactive case management portal that provides transparency and insight into all matters—litigation, investigations and regulatory compliance–across multiple eDiscovery platforms for both individual matters and managed services projects.
  3. Choose a client portal that syncs seamlessly with your existing platforms and can accommodate the addition of new tools, such as audio discovery, descriptive and predictive analytics, and more.

Management Portal Nirvana (How It Should Work)
An ideal management portal aggregates case data from different platforms, analyzes metrics, and presents actionable dashboard interfaces to users. Interactive, real-time visualization lets users review current case status across all matters.

Conceptually, here’s what it looks like: a report aggregation pulls data in real-time from matters across multiple hosted platforms, generating interactive reports and visualizations. End users access those reports via a web-based user interface.

Let’s take a closer look:
Lawyers, litigation support and project managers can flexibly manage casework status across multiple eDiscovery platforms and to make more efficient and better decisions across matters. Actionable screens show interactive-cross matter and cross-platform high level metrics, including active, inactive and closed matters, volume of data hosted, project lists, and more.

Interactive cross-matter and cross-platform reporting panels and Matter dashboard screens provide summaries across projects, such as number of platform viewers, coding status, data of volume processes and produced, and volume by phase:




Management portals can help you solve some of eDiscovery’s biggest pain points by fixing known issues like disjointed metrics, poor resource allocation, and inconsistent project metrics that make it difficult to gain actionable insight across matters. Legal departments and law firms that adopt client portals benefit from unified metrics across entire eDiscovery matters and are able to make “apples-to-apples” comparisons of metrics across projects to more effectively manage budget, resources and time.