System and method of reviewing and producing documents

• US 8,560,378 B1
• Filed: 09/04/2012
• Issued: 10/15/2013
• Est. Priority Date: 06/20/2012
• Status: Active Grant

• Current Assignee: Epiq eDiscovery Solutions, Inc. (EPIQ Systems, Inc.)
• Original Assignee: Epiq eDiscovery Solutions, Inc. (EPIQ Systems, Inc.)
• Inventors: Kibbe, Laura M.
• Primary Examiner(s): Jeanty, Romain
• Application Number:
  US13/602,920
• Time in Patent Office: 406 Days
• Field of Search: 705/7.27, 705/7.39
• US Class Current: 705/7.39
• CPC Class Codes: G06Q 10/101 Collaborative creation, e.g. joint development of products or services

Abstract

A system and method of providing comprehensive document review, production and reporting is described. The system and method provide a total quality management approach to a document review matter that not only controls costs but increases defensibility of the overall process, thereby reducing risk. The system utilizes unique review and performance metrics, increases quality control, and enhances physical and data security mechanisms. The system of the present invention can be implemented with any document review software or hosted platform desired for use by a customer.

Claims

1. A computer implemented system for reviewing electronic documents provided by a customer, comprising:

a document review software or hosted platform resident on a remote server;

reviewer performance tracking software resident on the remote server;

a plurality of thin client review stations; and

at least one networked device that permits the document review software or hosted platform and the reviewer performance tracking software resident on the remote server to be accessible by the plurality of thin client review stations;

wherein electronic documents provided by the customer are reviewed by a review team via the thin client review stations.

2. The system of claim 1, further comprising prioritizing the electronic documents prior to review by the review team.

3. The system of claim 1, wherein a report is generated that includes at least one metric pertaining to the performance of the review team.

4. The system of claim 1, wherein the customer is communicatively connected to the system via a communications network.

5. The system of claim 1, wherein the review team includes at least one attorney.

6. The system of claim 1, wherein the review team includes at least one project director.

7. The system of claim 1, wherein the review team includes at least one quality control reviewer.

8. The system of claim 1, wherein a physical review room contains the plurality of thin client review stations for the review team to review documents.

9. The system of claim 1, wherein a quality control review team reviews up to 50% of the documents reviewed by the review team.

10. The system of claim 9, further comprising a quality control error number threshold.

11. The system of claim 10, wherein when the quality control review team reaches the error number threshold, the review team re-reviews the documents.

12. The system of claim 9, wherein the quality control review includes multiple review rounds.

13. The system of claim 9, further comprising a pre-production quality control validation.

14. The system of claim 1, wherein the documents to be reviewed by the quality control review team are selected randomly.

15. A system for reviewing electronic documents provided by a customer, comprising:

a document review software or hosted platform resident on a remote server;

reviewer performance tracking software resident on the remote server;

a plurality of thin client review stations; and

at least one networked device that permits the document review software or hosted platform and the reviewer performance tracking software resident on the remote server to be accessible by the plurality of thin client review stations;

a review team including at least one attorney;

a physical review room accessible only by the review team;

wherein the review team is trained via review of a training documents set;

wherein electronic documents provided by the customer are reviewed by the review team via the thin client review stations while in the physical review room;

wherein a quality control review team reviews up to 50% of the documents reviewed by the review team;

wherein the performance of the review team is measured according to at least one metric via the reviewer performance tracking software; and

wherein a report is generated that includes information pertaining to the at least one review team performance metric.