EDRM Lifecycle for Matter 001

Legal E-Discovery Operations Dashboard

Processing Timeline (Weeks 1-8)

Current matter workflow sequencing from collection through production prep.

Custodian Interviews

Collection

Processing

Loading & Indexing

Preparing Analytics Workflow

Iterative Review

Productions

Number of Sources Collected

Total Documents Collected

549,911

Subtotal Processing Errors

12,486

Docs Excluded from Analytics Index & Require Manual Review

8,214

Password-protected files, malformed items, embedded objects, and exception documents.

Total Documents in Review

87,432

Parent Document Dates (Family Complete)

Documents Needing Privilege or Redaction Review

13,900

Approx. 20% of the 69,500 documents reviewed to date require privilege or redaction handling.

Docs Excluded from Analytics Index & Require Manual Review

8,214

Separate bucket for password-protected files, malformed items, embedded objects, and exception documents.

Remaining Review Queue / Forecast

17,932

69,500 of 87,432 reviewed. At ~752 docs/day team velocity, estimated completion is about 24 working days.

EDRM Funnel Visualization

Collection 549,911

↓ 76.6% Retained

Processing 421,580

↓ 20.7% to Review

Review 87,432

↓ 16.2% Produced

Production 14,206

Overall Throughput: 2.6%

Privilege Review Progress

87,432 Total Docs

Reviewed Complete: 44,590 (51%)
In Active Review: 11,646 (13.3%)
QC Hold: 8,892 (10.2%)
Escalated: 4,372 (5.0%)
Pending Queue: 17,932 (20.5%)

Source Collection Mix

12 Total Sources

Email: 4 (33.3%)
Chat: 2 (16.7%)
Network Drives: 3 (25.0%)
Cloud Files: 2 (16.7%)
Mobile: 1 (8.3%)

Risk & Performance Alerts

Critical Issue: Reviewer F

Operating at 8 Docs/Hr (below 10 threshold) with a 14.2% QC overturn rate and 78 accuracy.
Recommended Action: Halt review and assign to remediation training immediately.

Warning: Reviewer D

Operating at 9 Docs/Hr with a 12.5% QC overturn rate and 82 accuracy.
Recommended Action: Conduct 1-on-1 review of QC overturned documents to recalibrate coding.

Reviewer Performance Metrics

Avg Docs/Hr: 15.7

Avg Accuracy: 89.7

Daily Review Rate: ~752 docs/day

Team QC Risk: Moderate

Reviewer Code	Documents Reviewed	Docs per Hour	QC Overturn Rate %	Accuracy Score
A	15,200	22	2.1%	98
B	18,100	25	3.5%	96
C	12,500	18	8.2%	90
D	8,400	9	12.5%	82
E	9,200	12	4.1%	94
F	6,100	8	14.2%	78

QC Review Analysis

15% 10% 5% 0%

2.1%A

3.5%B

8.2%C

12.5%D

4.1%E

14.2%F

Reviewers D and F sit well above the 10% overturn threshold and should remain under elevated QC supervision.

AI Scoring & Tagging Consistency

Mean AI Confidence

91.4%

Tagging Consistency

96.8%

Suggested Tag Acceptance

84.2%

Responsiveness

97.2%

Issue Tags

95.9%

Privilege Calls

93.1%

Redaction Tags

89.4%

Consistency is strongest on responsiveness and issue coding; privilege and redaction tags remain the main areas requiring second-pass validation.

MD5 Hash Conflicts

Total Conflicts Flagged

1,284

Resolved by Dedupe Rules

1,021

Family Exceptions

216

Open QC Validation

MD5 conflicts sit within the broader processing-exception population and require family-aware validation before final deduplication and production.

AI vs Human Review Analysis

Overturned AI Calls: 3.2% (2,847 docs)

1,950
False Privilege Claims

897
Missed Privilege

* Insight: High false privilege claims indicate aggressive AI tagging rules; targeted recalibration recommended.