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Best Practices for Developing Search Criteria for Determining Document Relevancy

Total Credits
0.75 - 1
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In today’s big data age, it’s imperative for legal teams to develop the right search criteria at the outset of the case. Not only will this enable you to quickly learn the key strengths and weaknesses of your case, it will also allow you to determine the potential scope and cost of e-discovery.

Learn how to develop the right search criteria for determining document relevancy, including:

  • Key members outside of legal (HR, IT, custodians) to engage before finalizing your search criteria
  • Best practices to proactively identify the keywords that will matter to your case
  • How legal hold and interview software solutions can help you identify key search terms quickly

Lecturer Bios

Abby Dodd, Esq.

Shell Oil Company, Global Litigation Information Group – Houston, Texas Contract eDiscovery Attorney Consult with client on methods of decreasing outside spend and increasing defensibility in eDiscovery matters by assisting with refinement of internal eDiscovery processes and procedures. Serve as point of contact with outside counsel and vendors for document review related matters, including managing teams of reviewers, developing processing and review workflows, and quality control checking productions. Advise on keyword searching methodologies and review search hit results throughout discovery lifecycle, from early case assessment to review and production. Provide training to both review teams and outside counsel regarding utilization of technology. Assistance with development of eDiscovery training sessions for in-house counsel and businesses. Develop review guidelines for litigation teams related to eDiscovery activities. Supervise in-house contract review teams of between 2 and 15 attorneys or paralegals. Manage workflow between outside counsel, vendor and review teams to ensure best practices while meeting discovery deadlines.

Tara Jones

Lead Paralegal - eDiscovery & Consumer Litigation at AOL, Inc.

Dean Christopher

Sr. Managing Consultant at BRG

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