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Key Phases of the Document Review Lifecycle

This presentation outlines the four essential phases of the Document Review Process, a critical component in legal and regulatory matters. It begins with Collection & Identification, where relevant documents are gathered from various sources. The next stepsu2014Processing and Reviewu2014focus on organizing data and tagging documents for relevance, privilege, and confidentiality. In the final phase, Quality Control & Production, the reviewed content is checked for accuracy and prepared for delivery.

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Key Phases of the Document Review Lifecycle

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  1. Key Phases of the Document Review Lifecycle Presented by LDM Global

  2. Phase 1: Collection & Identification • The Document Review Process begins with identifying and collecting all potentially relevant documents. • Sources may include emails, databases, PDFs, and cloud storage. • A defensible and structured collection ensures accuracy and compliance.

  3. Phase 2: Processing & Phase 3: Review & Tagging • Processing involves converting documents to a reviewable format and extracting metadata. • In the Review phase, documents are tagged for relevance, privilege, confidentiality, etc. • Reviewers follow a standardized protocol to ensure consistency and accuracy.

  4. Phase 4: Quality Control & Production • Quality checks verify accurate tagging, redactions, and consistency. • Final sets are prepared for production to opposing counsel, courts, or regulatory bodies. • LDM Global emphasizes accuracy in every step of the Document Review Process. LDM Global delivers excellence in every stage of the Document Review Process, from initial identification to final production

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