Consolidating data from multiple e-discovery vendors, review platforms, and attorney coding decisions is a tedious, error-prone process that can take days. Manually cross-referencing custodian data, calculating review metrics, and creating visual dashboards diverts valuable attorney time from substantive legal work. Inconsistent formatting and data integrity issues often require multiple rounds of quality checks and corrections.
Tracking ESI collection, processing, and review across multiple custodians requires manually consolidating data from vendor logs, review platforms, and coding reports—a process that takes hours and risks calculation errors. Litigation teams struggle to maintain current visibility into collection volumes, search term effectiveness, reviewer productivity, and privilege patterns, making it difficult to allocate resources effectively or project accurate completion timelines.
CaseMark automatically analyzes collection logs, review platform exports, and coding data to generate comprehensive e-discovery status reports in minutes. The system validates data integrity across sources, calculates custodian-level metrics, evaluates search term performance, tracks attorney review progress, and projects completion timelines—delivering actionable insights that enable informed case strategy and resource allocation decisions.
This workflow is applicable across multiple practice areas and use cases
Class action litigation involves massive document collections from corporate defendants requiring detailed tracking of review progress, vendor management, and budget oversight across extended timelines.
The scale and complexity of class action e-discovery makes automated reporting essential for managing multi-vendor workflows, tracking review costs, and providing status updates to clients and courts.
Employment litigation cases frequently involve extensive e-discovery of emails, personnel files, and communications requiring systematic collection, review, and privilege analysis across multiple custodians.
Employment disputes generate substantial ESI from HR systems, email servers, and employee devices that require the same vendor coordination, review tracking, and reporting capabilities as commercial litigation.
IP litigation cases require comprehensive e-discovery to track development communications, patent prosecution files, and trade secret documentation across technical custodians and engineering teams.
Patent and trade secret cases involve complex document review with specialized search terms, technical custodians, and high-stakes privilege reviews that benefit from automated status reporting and quality control.
SEC investigations and securities litigation require extensive document collection from trading systems, communications platforms, and financial records with rigorous tracking and privilege review protocols.
Securities matters involve complex e-discovery with tight regulatory deadlines, multiple custodians across trading desks, and sophisticated privilege issues that benefit from automated status reporting and quality control validation.
Data breach investigations and regulatory responses require systematic collection and review of system logs, communications, and incident documentation with detailed tracking for regulatory reporting requirements.
Privacy incidents and cybersecurity investigations demand forensic collection, privilege review of incident response communications, and comprehensive documentation that mirrors e-discovery workflows with added regulatory compliance needs.
CaseMark automatically identifies custodian name variations across vendor logs, review platforms, and coding reports, then creates a master mapping table to standardize all references. The system flags potential duplicates or inconsistencies for your review, ensuring accurate aggregation of metrics across all data sources without manual reconciliation.
Yes, CaseMark validates that document counts align logically from collection through processing to review, flagging any discrepancies that suggest data loss, duplication, or processing failures. The system calculates verification metrics and highlights anomalies with specific custodians or file types, enabling you to investigate and resolve issues before they impact case strategy.
CaseMark analyzes hit counts, hit rates as percentages of the reviewable population, and precision rates based on validation sampling for each search term. The system identifies high-performing terms, flags underperforming queries generating excessive false positives, calculates overlap between terms, and provides recommendations for refining your search strategy to maximize review efficiency.
CaseMark calculates privilege rates by reviewer, custodian, and document type, then compares these patterns against matter-specific norms to identify significant deviations. The system flags reviewers with unusually high or low privilege assertion rates and highlights custodians with unexpected privilege patterns, enabling targeted quality control and additional training where needed to ensure consistent application of privilege protocols.
Yes, CaseMark analyzes review velocity trends over time, calculates current daily or weekly review rates, and projects completion dates based on remaining document volumes and current productivity levels. The system identifies whether review is accelerating or decelerating, quantifies gaps between current progress and target milestones, and calculates the additional resources needed to meet deadlines.