Clearwell Review & Production Module

The Clearwell Review & Production Module provides legal professionals in corporations, government agencies, and law firms with a wide range of features needed to rapidly conduct privilege and responsive review. The module supports over 100 concurrent reviewers and scales to support even the largest cases. Since the Review & Production Module is part of the Clearwell E-Disclosure Platform, users benefit from one seamless application that supports the entire e-disclosure lifecycle, eliminates the need to create load files, and enables a truly iterative e-disclosure workflow. Key features of the Review & Production Module include:

Review

Near-Native Viewer

Provides the ability to view documents in a near-native format without requiring each application to be loaded on a reviewer's workstation. Both text search and hit highlighting within documents are available, increasing reviewer productivity.

Redaction

Enables reviewers to quickly and easily redact documents in multiple colours, apply reason codes, and verify redactions prior to production. Reviewers can redact specific text, pages, or areas within a document. Redaction Verification allows reviewers to rapidly navigate through each redaction within a document and quickly perform quality control checks to verify accuracy.

Auto-Redaction

Accelerates redaction by automatically finding and redacting keywords, phrases, and personal information such as names, Social Security numbers, credit card numbers, and email addresses.

Optimised Review Interface

Delivers a redesigned user interface that maximises screen real estate and minimises mouse clicks to increase review throughput. Dual monitor support, breadcrumb navigation, and thumbnail view allow reviewers to quickly navigate through document sets.

Find Similar

Allows reviewers to easily identify and view emails, attachments, and loose files with similar content to the document under review. Reviewing similar documents together accelerates the review process, provides full context for the document under review, and ensures greater tag consistence.

Decision-Tree Tagging

Creates the ability to tag individual or sets of documents using a multi-layer tree structure. This directs reviewers into key decision points, preventing errors and minimising the number of clicks needed to accurately tag a document. Customisation capabilities allow administrators to create different tag sets and control tag access.

Auto-Batching

Allows administrators to automatically allocate documents into review folders using flexible allocation rules. Auto-batching streamlines the process of creating review sets and facilitates easier case management.

Review Folder Management

Allows users to monitor the completion of review sets and see which review folders are currently checked in or out by any reviewer. Case administrators can control access to the review folders and stop or complete a review that is in progress. Review Folder Management makes it easier for administrators and reviewers to coordinate large-scale reviews.

Review Workflow Template

Provides a customisable tag and folder template that encapsulates best practices from enterprises and law firms.

Related Documents

Automatically identifies and displays related documents, such as those identified as having similar content and those contained in discussion threads and attachments, to the document being reviewed. Reviewing related documents together improves consistency and accelerates the review process.

Persistent Hit Highlighting

Highlights search terms in emails, attachments, and files within the Near-Native Viewer, allowing reviewers to quickly navigate to keywords across one or more searches (e.g., terms from previously executed privilege and responsive searches).

Auto-Resume

Enables users to log off then later resume their work with the exact document and screen settings displayed prior to logging off, eliminating delays associated with resetting screen settings.

Review Progress Report

Shows document review progress for a case in an automatically generated graphical report. The report can be customised to report on folders, tags, dates, and users and allows administrators to easily monitor the real-time status of cases using a variety of parameters.

Production

Native and Image-Based Production

Allows users to produce documents in native, image (TIFF or PDF), and mixed mode formats (e.g. Excel spreadsheets in native, but all others as images). Flexible export options allow for multiple metadata formats (EDRM XML, DAT, CSV, etc.), "reduping" of data by custodian, and preservation of original folder hierarchies.

Bates Stamping

Automates the sequential numbering of documents with Bates Stamps and supports custom labelling of produced documents using headers and footers.

Integrated Production Folders

Allow review teams to create production sets using the same folder features utilised during review, enabling a collaborative approach to building accurate production document sets.

Rolling Production

Enables batch productions at any point in the e-disclosure process. Users can track the progress of each production in real-time and view produced document sets within Clearwell in the exact format provided to outside parties.

Load File Configurator

Provides customisable load file creation during export. Expanded export options allow for multiple metadata formats including CSV, DAT, EDRM XML, as well as Concordance®, Relativity®, and Summation® load files.