Client Successes

Effective Key Term Development with an Expedited Timeline

The Challenge

A Fortune 100 healthcare company was faced with a significant document review of approximately 2.4 million documents within an expedited timeframe.

The Solution

Using agile business processes, the Legility attorney team recommended and performed a step-by-step sampling process that incorporated the initial set of key terms suggested by outside counsel and the client, and applied those terms to sample sets.

Instead of using an army of attorneys to review a corpus of this size and on this timeframe, Legility utilized a team of nine attorneys with specific experience with this client’s matters over multiple years, deployed a defined sampling process, and worked through the sample sets as batched out. The Legility attorney team tagged the documents as either relevant or not relevant, and made comments and suggestions to the technology team, client and outside counsel on possible refinements to consider to improve
the effectiveness of the search terms.


Through this incremental and iterative review and release of documents, outside counsel was able to determine the most effective key terms and to demonstrate the steps and process to produce the relevant documents in this case.

Results included:

Legility spent three weeks on the iterative, continuous active learning sampling process, reducing the volume for eyes-on review from 2.4 million to approximately 175,000 documents, saving the client $1-2 million over traditional first-level attorney review approaches.

Legility met the review deadline.

Litigation counsel stayed in control through the reports generated from the sampling review, and facilitated real-time testing of key terms, key custodians and other data sets to discover the most relevant data for that matter.

Identifying the most relevant documents sooner during the review allowed the client and outside counsel to make strategic decisions about the case and to produce key documents earlier in the process.

Legility spent three weeks reducing the volume of documents from 2.4 million down to approximately 175,000.

$1-2 M

Reduction of cost

The right people, process and technology deliver the right results.

About the author


Legility, a leading provider of technology-enabled legal services, provides consulting, technology, managed solutions, and flexible legal talent to corporations and law firms. The company has more than 1,000 lawyers, engineers, consultants, technology and data specialists, and operational experts serving more than one-third of the Fortune 100 and one-quarter of the Am Law 200. Legility helps its clients improve operational efficiency. By combining people, processes, and technology, Legility offers innovative and bundled solutions that align with how the legal market is increasingly looking to engage.

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