Matter Planning for eDiscovery

Stratify project managers work with clients to plan and specify processing requirements and set up the review environment to meet the specific needs of the matter.

Topics covered in the matter planning sessions include:

Matter requirements

Identifying production deadlines, security requirements, and metadata that will be needed for efficient review. Stratify extracts and preserves all significant metadata from native documents, including sender/receiver (for e-mail), timestamp, message unit association, custodian, source, etc.

Data types and foreign languages

Reviewing data types (such as e-mail word processing documents, spreadsheets, presentations, etc) and foreign language specifications. Learn more…

Culling and filtering criteria

Developing a plan for culling the document universe using specific metadata values (custodian, date range, etc) or more advanced search filtering using Boolean expressions. Duplicate management policy is also discussed to determine whether content-duplicates should be removed, and whether near-duplicate analysis should occur within custodians or across the entire data set. Learn more…

Smart Issue Folders and Tags

Defining the search queries used to create Smart Issue Folders and customize the tag sets and tagging rules that will operate during the review. Learn more…

Stratify project managers coordinate with clients on the staging of documents for processing. Process engineers manage the Stratify Legal Discovery service as it processes the initial batch of documents and/or messages, during which relevant concept folders are identified, a concept hierarchy automatically created, and documents sorted into appropriate concept folders. Subsequent batches add data to existing concept folders or to new concept folders that are defined and inserted at the appropriate level of the hierarchy.