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

Ana 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.

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