Managed Document Review vs Supervised Document Review: What Clients Need to Know

When it comes to document review in litigation, investigations, or regulatory matters, choosing the right model for your project can be critical to achieving the right balance of quality, control, and cost-efficiency.

At Integreon, we offer two primary models, Managed Document Review and Supervised Document Review, each designed to meet different client needs. Here’s a breakdown to help you understand the key differences and decide which approach is best for your matter.

Managed Document Review: A Full-Service Solution

In a Managed Document Review, Integreon assembles a team of experienced document reviewers and takes full responsibility for the overall review process design, management, and quality assurance.

Key features include:

  • A dedicated Review Manager as a single point of contact
  • Budget creation and management, timeline control, and comprehensive reporting
  • Three-level quality control (QC) workflow ensuring consistency and defensibility
  • Calibration sessions and a query log process to maintain reviewer alignment
  • Daily progress reports and weekly cost forecasts to ensure full transparency

This is an ideal solution for clients seeking a turnkey document review process, where risk and accountability for quality and timeline management are placed with Integreon.

Supervised Document Review: Client-Led, with Support

In a Supervised Document Review, Integreon provides a team of experienced document reviewers, but the client retains control over the review process, workflows, and quality assurance.

Key characteristics:

  • Clients approve the reviewer CVs and set the review parameters
  • An Integreon Supervision Team facilitates communication and logistics
  • The client designs and manages the QC workflow and reporting
  • Integreon operates similarly to a staffing provider, but with added supervision
  • Responsibility for quality control rests with the client, not Integreon

This model is a great fit for clients who prefer direct control over review operations but still value administrative and logistical support from a trusted partner.

Choosing the Right Model

The choice between Managed Document Review and Supervised Document Review comes down to preference and determining:

  • How much control you want to retain
  • Where accountability should reside
  • The complexity and defensibility requirements of the matter
  • The client billing situation

Whichever model, Integreon’s focus remains the same: delivering flexible, high-quality support to meet your needs.

Interested in learning more? Reach out to discuss how we can tailor the right review solution for your next matter.

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