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Best Ways to Optimize Your Document Review Process

Last updated: 30 Apr, 2021 By | 6 Minutes Read

Document review process is amongst the most important process of any Legal Proceeding. In this process, the parties included in the case review sort their documents and all the related files to determine how relevant their documents are in regards to the case.

The task is usually carried out by experienced and trained attorneys but in recent years, many law firms and attorneys have been shifting to outsourcing firms for experts to review documents.

How to do document review?

It is important that the methodology and document review systems are followed that optimize this task so that the client finds it worth spending money upon.

1. Organize the Review by Subject:

A common way to sort out the review is by putting them in batches i.e. 1-100, 101-200 and so on. This way, it gets difficult to find an actual issue when required. However, if reviews are systematized according to subject and issues it will be a lot easier and will provide a better understanding of the case.

Divide further into sub-divisions and sub items and then join all of these together by issue. The reviews can also be batched according to date of drafting legal documents.

No doubt, this will initially be a little tough to get it right but gradually you will know the benefits of reviewing documents by issues. Your team will be able to provide you a summary of the most important issues as all the documents will be tagged with relevance, privilege and issues heads.

2. Hire Trained Reviewers and Guide them:

Once the decision to do legal documents review by issues instead of doing it sequence wise is taken it vital to ensure that your review team completely understands the core issues. You have to carefully hire the best from your review provider.

Once hired you also have to train your reviewers well. A written document of custodians with brief descriptions should be provided to them. For best results, you will have to train your team optimally until they have equipped and mastered the required skill set. If I any case you feel overburdened by this task and if this task is consuming all your time you can always opt to outsource all your tasks and hire document review services.

3. Interact Frequently with your Review Team:

Do not forget that you review team comprises of professional lawyers so, in order get most of the review process you should interact with them. Let your review team put questions, issues, and queries as that’s what you’ve hired them for. There are many ways you interact with them i.e. messaging or using specialized software that enables tagging of people for instant access. This speeds up the review process.

4. Always be Updated on what’s Coming up:

Make your review team note down points they notice during the review. You will have a better understanding of the highlighted points. Go line by line so that no point gets missed. Your team of professional lawyers will prepare a credible review of the case that is being handled and this is beneficial for you in one way or the other.

They may pen down the points in separate documents or jot down on the same document or even short notice bullet forms. Since the way they pen down the points does not actually matter what actually matters is resourcefulness. Encourage regular meetings with your team as this consultation will refine the review process in a better way.

No matter how advanced computer-assisted or technology-assisted review is introduced, drafting of legal documents and review by an expert team of lawyers will never come to an end. A human touch will always be needed and it totally up to you as in how you utilize and spend wisely on document review.


    Optimize your Document Review Process without spending on hiring document reviewers and going through a lengthy process by outsourcing the work to professional document review services. At Cogneesol, our team comprises of trained and experienced document reviewers who foster a curiosity for innovative possibilities. For more information, write to us at info@cogneesol.com or call at +1-646-688-282.

    Recommended Post: How to Outsource Legal Work at Your Law Firm?

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