Operating Model
Tiered Review
- First-Pass: Responsiveness, issue tags, sensitivity; email threading and near-dupe families to "review once".
- Second-Level / QC: Validate coding, escalate edge cases, normalize decisions across reviewers.
- Privilege & Redactions: Attorney review of legal advice/work product; playbooks for common doctrines.
Governance
- Defensible protocols aligned to EDRM and case objectives.
- Training packs, calibration rounds, and daily feedback loops.
- Least-privilege access; audit trails for every decision.
Standard Workflow
- Kickoff & Playbooks: Matter goals, coding manual, privilege rules, escalation paths.
- Data Prep: Deduplication, email threading, threading visualizations, near-duplicate detection; workspace views by priority.
- Prioritized Review: AI-ranked queues and sampling; targeted search and concept clusters.
- QC & Validation: Second-level checks, overturn-rate tracking, spot checks, and elusion sampling.
- Privilege & Redactions: Consistent redaction reasons; privilege log automation.
- Production Readiness: Final QC, Bates validation, metadata checks, and load files.
Quality Controls & Metrics
QC Framework
- Calibration sets with consensus coding before launch.
- Targeted QC rates by issue/privilege; real-time dashboards.
- Sampling (statistical & judgmental) with validation reports.
Program KPIs
- Throughput (docs/hr), precision/recall proxies, overturn rates.
- Cycle time to substantial completion; cost per decision.
- Production defect rate and re-work percentage.
AI / TAR & Analytics
Technology-Assisted Review
- TAR/predictive coding with defensible training and validation (elusion, stability, and prevalence checks).
- Concept search, clustering, and communication network analytics.
- Email threading best practices to avoid "longest-thread only" pitfalls.
AI-Assisted Workflows
- AI-prioritized queues (Relativity Review Center / DISCO Auto Review).
- Automated privilege suggestions and PII/sensitivity detection.
- Playbooks for model updates and project validation history.
Platforms & Security
RelativityOne & CS Disco
- AI-driven review queues, dashboards, and reporting.
- Role-based access, workspace templates, and audit trails.
- Production tools with Bates validation and load files.
Security Controls
- Encryption in transit/at rest; SSO/RBAC; environment hardening.
- Client-specific data segregation and matter-level permissions.
- Detailed access logs and export controls.
Packaging & SLAs
Engagement Options
- QuickStart: 2–3 reviewers + lead attorney, calibrated in 48 hours.
- Managed Review: Scalable pods with SLAs for throughput and QC.
- Hybrid: Client attorneys for privilege; BlueStar for first-pass/QC.
Service Levels
- Daily metrics and variance flags; staffing flex up/down.
- Defined overturn thresholds and corrective action plans.
- Intake-to-production playbook and exit criteria.
Team & Roles
Review Lead (Attorney)
- Owns coding manual, privilege rules, and escalations.
- Runs calibrations; approves QC plans and productions.
Project Manager
- Queues, dashboards, staffing, timelines, and communication.
- Risk/variance management and SLA compliance.
Review Attorneys
- First-pass, issue coding, and responsiveness; targeted searches.
- Second-level QC and privilege assessment.
BlueStar Core Services
Beyond Attorney Review, BlueStar delivers end-to-end discovery, investigations, and data services.
ESI Consulting
- ESI protocols aligned to matter goals
- Defensible preservation & collection planning
- Production standards & documentation
eDiscovery & Hosting
- Processing, deduplication, threading
- Secure hosting in RelativityOne or CS Disco
- Review-ready exports and load files
Digital Forensics
- Collections from M365, endpoints, mobile, SaaS
- Chain-of-custody rigor and audit trails
- Expert declarations & testimony as needed
AI & Analytics
- OCR (incl. handwriting), transcription
- Summarization, entity extraction, translation
- Search acceleration & intelligent triage
Language Translation
- Multilingual translation embedded in review
- Confidential, secure handling of PHI/PII
- Seamless handoff to hosting & production
Paper Discovery
- Litigation copies, scanning, Bates & indexing
- Oversize prints, blowbacks, trial binders
- Tight QC, delivery receipts & production logs
Siemly for Microsoft 365
- Early-signal analytics (Exchange, OneDrive, SharePoint, Teams)
- Scope-limited preservation & risk monitoring
- Faster scoping for investigations & compliance