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3 Ways the Right Dashboard Can Improve eDiscovery Workflows

Apr 10, 2019

As eDiscovery tools evolve, they are addressing a broader array of workflow issues. Project managers, law firms and companies can make use of new features to help them with all aspects of document review and production as well as for deposition and trial preparation. A good example of this are the dashboards and widgets in Relativity’s RelOne and 9.6. These changes can have a significant impact on the accuracy, efficiency, and speed of eDiscovery.

  1. Quality control, tracking, and reporting. A Relativity dashboard allows those who manage document reviews to easily check for consistent coding by reviewers to ensure accuracy.It is important for managers and case teams to get a complete picture of the review process. Setting up a customized dashboard enables managers to track the progress of the review and export information on the number of documents reviewed, how many were overturned on QC and what percentage were responsive. This data can identify ways to improve workflows. This information is available in real-time so managers can address issues immediately and provide additional instruction to minimize further problems. Data visualization tools are also available to assist in this process.

  1. Document production. A custom production dashboard allows both the review team and the manager to check for consistent coding prior to producing documents to opposing counsel. This allots another level of QC and makes preparing for production more efficient as you can easily identify documents with inconsistent coding (i.e., were all required fields coded) and identify discrepancies in review coding between family members (i.e., were some family members coded Not Responsive). You can also QC documents coded for privilege and confirm they are redacted or being withheld in full. This production dashboard gives both the attorney team and management team a bird’s eye view of the document set being produced, which allows for more accurate timelines and another level of QC checks.


  1. Deposition and trial preparation. Before depositions or trial, attorneys will prepare witness binders which contain all documents relevant to that witness. Using a customized dashboard, attorneys can easily pull information on how many documents pertain to the witness, how many are responsive or hot and most importantly, organize them by issue or topic. This makes attorney preparation much more efficient and accurate. In addition, it helps to document all processes that were run during eDiscovery for record-keeping purposes as well as to defend against challenges to the process by the other side.

Project managers, law firms and companies should familiarize themselves with their dashboard functionality in order to make the most of their software. For more information about Relativity’s latest dashboard features and how it can help to enhance your eDiscovery and review needs, reach out to the Relativity experts at CDS.

In addition, read our related post, What’s New in Relativity 9.6? Four Changes eDiscovery Professionals Should Know.

About the Author

Lindsay Chastain

Lindsay Chastain

Lindsay Chastain has 11 years of law firm experience as a litigation support professional providing support for various review platforms, such as Concordance, Summation and Relativity, and software applications like iPro, CaseMap, TextMap, OneNote, LAW and e-Scanit. Lindsay holds a Bachelors of Arts degree in Sociology from The George Washington University and has a Master of Criminal Justice from Boston University.