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Document Review Overflow for Fortune 50 Global Financial Services Firm

When a Fortune 50 global financial services firm needed to review 750K+ documents in 55 days, Integreon provided an effective offshore solution. However, when the timeline was reduced and the workload expanded, we added 46 attorneys in two days to keep the program on schedule.

  • 46
    attorneys added in 2 days
  • 875K+
    documents reviewed in one month
  • 25
    issue codes, along with responsiveness, confidential and redactable information

Integreon and counsel worked jointly to draft a project management manual that outlined the governance, guidance workflow and deliverables needed for substantial completion of the project. Counsel provided direction during a kickoff meeting and the team had daily calls at the project outset, which gradually extended to biweekly calls once the project reached a steady state.

Integreon reviewed more than 875,000 documents during a one-month period at our India-based facilities. We were initially provided with a 55 day timeline to review 750,000 documents. The timeline was moved up on the day we received the fully executed SOW and so Integreon responded by ramping up from 60 to 106 attorney reviewers within 2 business days and was able to complete the review on time. Thereafter, 23,000 documents were logged for privilege and redacted over an additional six weeks.
The review was conducted for responsiveness, privilege, 25 issue codes, and for confidential and redactable information, plus generation of a privilege log and redactions for privilege and confidentiality.

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