Optimizing Document Review in Litigation: From Strategy to AI-Powered Solutions

Ana Juneja
Ana Juneja | Ana Law

She advises corporations, SMEs, start-ups, celebrities, and athletes with all facets of intellectual property in America and globally.

On-Demand: January 16, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

This CLE webinar offers comprehensive insights into optimizing document review to enhance litigation outcomes. It highlights the importance of aligning review processes with case strategies, avoiding common pitfalls, and crafting relevance criteria for efficiency.

Participants will explore advanced tools, including metadata, filtering, and AI-driven solutions, to refine searches and streamline workflows. The program emphasizes proactive quality control, early error detection, and consistent reviewer feedback to ensure accuracy.

Attendees will also gain practical tips for document organization, batch processing, and sampling techniques, with real-world examples of automation success. Ethical considerations and best practices for leveraging AI in document review are also discussed, equipping legal professionals with cutting-edge strategies for effective and ethical litigation support.

Key topics to be discussed:

  • The strategic role of document review in litigation success
  • Structuring effective review guidelines: Criteria and best practices
  • Harnessing technology: Metadata, filtering tools, and ai integration
  • Proactive quality control: Catching errors early and ensuring consistency
  • Organizing documents for seamless review and retrieval
  • Implementing batch processing and automated workflows
  • Using sampling techniques to enhance consistency and quality
  • Exploring AI-driven solutions for smarter document review

Closed-captioning available

Speakers

Ana Juneja_myLawCLEAna Juneja | Ana Law

Ana Juneja is an award-winning intellectual property attorney and the founder of Ana Law®. She advises corporations, SMEs, start-ups, celebrities, and athletes with all facets of intellectual property in America and globally. Ana Law® is the first and only law firm that offers guaranteed patent, trademark, and copyright services. Ms. Juneja has a 100% success rate for IP registrations. She often teaches and speaks on emerging issues surrounding technology, security, AI, and global IP theft. Ms. Juneja is licensed in several states including Illinois, Texas, New York, Wyoming, and Washington, D.C., and focuses her day-to-day practice on IP prosecution, IP litigation, and IP portfolio management.

Agenda

I. The strategic role of document review in litigation success | 1:00pm – 1:15pm

  • Connecting document review to case strategy and outcomes
  • Common pitfalls in review processes and their impact on case timelines

II. Structuring effective review guidelines: Criteria and best practices | 1:15pm – 1:30pm

  • Crafting clear relevance criteria to align with litigation goals
  • Balancing thoroughness with efficiency: Prioritization strategies

III. Harnessing technology: Metadata, filtering tools, and ai integration | 1:30pm – 1:45pm

  • Practical tips for leveraging metadata to refine searches
  • Using AI and predictive coding to streamline review

IV. Proactive quality control: Catching errors early and ensuring consistency | 1:45pm – 2:00pm

  • Implementing early-stage checks to prevent costly mistakes
  • Building a system for consistent reviewer feedback and training

Break | 2:00pm – 2:10pm

V. Organizing documents for seamless review and retrieval | 2:10pm – 2:25pm

  • Practical strategies for indexing and categorizing documents
  • Tools and techniques for effective document storage and retrieval

VI. Implementing batch processing and automated workflows | 2:25pm – 2:40pm

  • Automating repetitive tasks to save time and reduce errors
  • Case studies: Real-world examples of successful workflow automation

VII. Using sampling techniques to enhance consistency and quality | 2:40pm – 2:55pm

  • Developing effective sampling methodologies
  • Balancing speed with accuracy: Tips for high-quality reviews

VIII. Exploring AI-driven solutions for smarter document review | 2:55pm – 3:10pm

  • Demystifying AI: What it can and cannot do in document review
  • Ethical considerations and best practices for using AI in litigation

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hours

Maryland

No MCLE Required
2 CLE Hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Approved for Self-Study Credits
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Approved for CLE Credits
2 General

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  • Hot topics & changes in the law
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