Customer Stories
Predictive Review in Practice
Three matter types. Three teams. How litigation support directors, associate GCs, and e-discovery managers applied Discovarc's workflow to real discovery challenges.
All attributions are role-only per our no-fabrication policy. No firm names used. No percentages cited without a factual basis.
Multi-Custodian Commercial Litigation
Four-custodian collection from a commercial contract dispute. Executive and finance custodians had significantly different document profiles — executive email dominated by outside counsel correspondence (high privilege profile), finance team dominated by contract and spreadsheet documents (low privilege, high relevance). First-pass review teams were applying different tagging standards across custodians, requiring a full QC re-pass before each rolling production deadline.
Seed set constructed with proportional representation from all four custodian collections. Continuous active learning applied across the full collection simultaneously. Privilege scan run against matter counsel roster before first-pass review began. Confidence tier QC routing separated genuinely uncertain documents from high-confidence predictions, focusing partner oversight on the exception queue rather than the full review population.
Consistent tagging methodology applied uniformly across all custodian collections. Privilege log fields populated from automated detection with mandatory attorney confirmation step before any document appeared in the privilege log. QC sampling by confidence tier reduced the partner re-review scope to the exception set. Production set delivered with audit trail supporting protocol disclosure.
SEC Subpoena Response — In-House Team
SEC investigative subpoena covering five years of executive email from eight custodians. In-house legal team needed to complete initial privilege identification before handing documents to outside counsel — both to control outside-counsel billing exposure and to ensure that highly privileged C-suite communications were handled internally before any outside review. Outside counsel's engagement letter explicitly required in-house pre-screening before document transfer.
Attorney roster configured with all outside counsel firms retained by the company during the five-year period, plus in-house counsel list. Privilege scan prioritized on executive custodian collections. GC correspondence routed to a separate high-privilege review queue requiring associate GC review before any classification decision. Documents cleared of privilege flagging transferred to outside-counsel queue with audit trail attached.
Internal privilege cut completed before outside-counsel clock started. Outside-counsel transfer volume reduced by removing clearly non-responsive documents from hand-off scope. Privilege log pre-populated with fields requiring only attorney judgment confirmation. Audit trail available for SEC staff attorney inquiry on review methodology — formatted as protocol summary supporting cooperative disclosure.
High-Volume Insurance Defense Review
Insurance defense practice running parallel document reviews across multiple open matters simultaneously. Each matter had a separate review team, and tagging consistency across matters was difficult to enforce — reviewers developed matter-specific habits that didn't transfer. Partners spending review time correcting inconsistent tagging decisions rather than evaluating case strategy.
Unified tagging protocol configured across all matters in the practice group. Each matter's predictive model trained on matter-specific seed set, but QC workflow standardized: same confidence tier definitions, same sampling rates, same exception routing logic across all active matters. Partners received consistent QC reports regardless of which matter was in production.
Partner QC rework concentrated on exception sets rather than full re-review. Consistent tagging methodology defensible when opposing counsel questioned review quality. E-discovery manager reporting on all active matters using the same workflow metrics rather than per-reviewer variation. Privilege log generation consistent across matters.
Additional practitioner perspectives.
The confidence tier system gave us something to show the partner when they asked why we weren't reviewing every document in the exception set. We had a methodology, not just a judgment call.
Senior Litigation Paralegal, commercial litigation practice
Running a government investigation response with an internal team isn't just a cost decision — it's a privilege control decision. Having the privilege scan run before any document moves to outside counsel is how you stay in control.
Associate General Counsel, regulated manufacturing enterprise
We had three matters in production simultaneously when we started using Discovarc. The thing that helped most wasn't the speed — it was having a consistent workflow that I could explain to any partner on any matter.
E-Discovery Manager, regional insurance defense firm
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