No two discovery projects are alike, but litigation teams sometimes proceed as if they are, moving full bore into a project without first considering the variables that could make this project different from the last. Why does this matter? Because data-driven decisions at each stage of a discovery project can help maximize efficiency, results and therefore cost-savings.

At every stage of a discovery project – from initial collections to final validation – many factors can influence the outcome. Which search terms will optimize your targeted collections? Which custodians are most worth collecting from? How effective are your culling strategies? What properties of the document collection will affect review rate and the resources needed? What TAR and analytics tools should be used and how should they be set up? How much QC is enough?

Metrics gained through direct measurement can help you estimate these factors in advance and enhance your overall results by making more-informed decisions. And getting hard data can be easier than you think, making it well worth the effort. In this webinar, the panelists will describe some of the factors that can influence decisions and outcomes, and then demonstrate ways to perform measurements that will help you better manage the process and results. The panelists will cover how evidence-based measurements can:

  • Improve your targeted collections.
  • Yield more effective and defensible culling.
  • Enhance ECA and initial investigations.
  • Set up an effective review team and workflow.
  • Select and use TAR and analytics tools most effectively.
  • Optimize your Quality Control.
  • Validate and defend your overall process.

Attendees will also receive the handout, “Seven Ways to Measure Discovery: Getting Better Results with Data-Driven Decisions.”


Bob Ambrogi
Robert Ambrogi, Esq. | Director of Communications, Catalyst

A lawyer and veteran legal journalist, Bob serves as Catalyst’s director of communications. He is also a practicing lawyer in Massachusetts and is the former editor-in-chief of The National Law Journal, Lawyers USA and Massachusetts Lawyers Weekly. A fellow of the College of Law Practice Management, he writes the award-winning blog LawSites and co-hosts the legal-affairs podcast Lawyer2Lawyer. He is a regular contributor to the ABA Journal and is vice chair of the editorial board of the ABA’s Law Practice magazine.


Mark Noel
Mark Noel | Managing Director, Professional Services, Catalyst

Mark specializes in helping clients use technology-assisted review, advanced analytics, and custom workflows to handle complex and large-scale litigations. He also works with Catalyst’s research and development group on new litigation technology tools. Before joining Catalyst, Mark was an intellectual property litigator with Latham & Watkins LLP, co-founder of an e-discovery software startup, and a research scientist at Dartmouth College’s Interactive Media Laboratory.

jeremy pickens bg
Jeremy Pickens, Ph.D. | Senior Research Scientist, Catalyst 

Jeremy is one of the world's leading search scientists and a pioneer in the field of collaborative exploratory search. He has six patents pending in the field of search and information retrieval, including two for collaborative exploratory search systems. Jeremy earned his master's and doctoral degrees at the University of Massachusetts Center for Intelligent Information Retrieval. He conducted his post-doctoral work at King's College, London, on a joint grant with Goldsmiths University of London.

At Catalyst, Jeremy researches and develops methods of using collaborative search to achieve more intelligent and precise results in e-discovery search and review. He also studies other ways to enhance search and review within the Catalyst system. Before joining Catalyst, Jeremy spent five years as a research scientist at FX Palo Alto Lab, where his major research themes included video search and collaborative exploratory search.


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