Problem: This large litigation discovery and document management group comprised multiple project managers with divergent methods of conducting and tracking work. Inconsistency presided from one production project to the next, attended by inefficiency and duplicated efforts.
What We Did: We gathered a team of experts within the company, staff at different levels and in different roles, including attorneys, project managers, and legal assistants. This team’s input enabled us to understand the full complexity of the problem and the real needs of the department from all perspectives.
Next we engaged in a benchmarking and best practice analysis to determine which methods succeeded in organizations of a similar size and complexity. We documented current processes and standards within our client’s organization and compared these with the best practices we’d gathered.
Ultimately, with input and approval from the internal team, we derived a new set of procedures and standards reflecting the organization’s realities while representing recognized best practices. We implemented technology solutions for standardized activities such as box tracking. In addition, we wrote standards and guidelines for electronic data discovery, created Quality Control procedures for coding and scanning and assisted in a preferred vendor selection process. We also created procedures and guidelines for using the corporation’s newly acquired document management system to the fullest.
Results: Every aspect of production benefited from a more consistent level of quality and communication. The staff maintains clear guidelines and standards for critical aspects of the work across the entire department. This provides the corporation a more defensible position whenever questions arise.
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