When a demanding project required specialized data, we delivered what was needed.

Our client, an AmLaw 100 firm, faced extraordinary urgency and extreme secrecy in its review of multi-language corporate documents. Arising under the Foreign Corrupt Practices Act, the project had reviewers in multiple U.S. locations and overseas. In order to manage the project's pace and ensure it would be done by deadline, our client required up-to-the-minute reporting of highly specific metrics.

Challenge: Provide Tracking Reports Tailored to Suit the Client's Needs

Catalyst CR is optimized for large-scale document reviews and provides a variety of key metrics for tracking review progress. Due to the unique circumstances of this case, however, our client required frequent updates of specialized data. Our challenge was to provide our client with the metrics it needed and make those metrics readily and easily accessible.

Solution: Create Custom Reports, Delivered Directly to the Client in Real Time

Catalyst Consulting's solution was to create unique reports that gave our client the answers it wanted. We had already custom-configured the batching of the documents for this case. Our client had wanted the documents batched by language, priority custodian, review status and level of review. Now it wanted reports that reflected that batching and that provided additional measures of progress and status.

To provide our client with this information, we created 15 different custom reports. These reports showed the overall status of the review and also broke it down into the batches and components the client wanted to track. One report showed the status based on the top 20 custodians. One tracked each reviewer's daily workflow. Another reported numbers of documents batched and reviewed. Additional reports showed the load status of documents and whether they had been translated. Several of the reports included detailed breakdowns by batch and by relevant and "hot" documents.

These reports were provided to our client directly through the management module of its Catalyst CR Web site. Our client could view them online or download them in Excel. It also had direct access to the data reflected in each report. We enabled the reporting to reflect real-time updates in the data; as a reviewer coded a document, it showed up instantly in the reports.

Even though Catalyst CR is designed to provide users with an array of essential metrics for tracking review progress and status, one size does not always fit all. When the demands of a high-pressure investigation called for specialized reporting, Catalyst Consulting was able to tailor reports custom-fitted to the case and deliver them directly to the project's managers.

The Catalyst Advantage: Legal Technology Experts on Your Team

The Catalyst Consulting team is composed of lawyers who are experts in document search and review. They work with you to help you maximize the effectiveness of technology, more precisely target your review, and enhance your efficiency and effectiveness. The customized service our consultants provide is just one of the many Catalyst advantages.

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