Managed document review is an outsourced, structured process where a specialized third-party vendor manages the identification, review, and coding of electronic documents. This is done in a controlled and efficient way as part of a legal, regulatory, or investigative matter. Managed document review utilises technology-assisted review (TAR), AI analytics and defined workflows to improve efficiency, accuracy, and cost-effectiveness compared to traditional review methods. The focus is on identifying relevant, sensitive, and privileged information. This facilitates faster review times, reduces risk of missing critical evidence, lowers costs, and delivers defensible consistent results.

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Service providers support document review by:

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• Preparing data so it can be searched and reviewed efficiently

• Using technology to prioritise important documents

• Managing review workflows and quality checks

• Providing clear oversight of progress and timelines