Case Management

One of the most critical components of a successful project is the case management offering available to clients. From the very start of the project, and throughout the entire lifecycle of an electronic discovery matter, Inference’s Project Management and Client Services group will work with you to meet your deadlines, goals, and exceed your expectations. Inference’s case management program includes project inception meetings, site consultation and set up, training, support and communication.

Project Inception

Every project has different challenges and requires up-front and ongoing communication. In order to jump-start the process, Inference Data’s standard procedure is to conduct a project inception meeting at the onset of an engagement. Organized by the assigned project manager, the focus of the meeting is to review specific case requirements, including:

• Introduction to the designated Inference project management team
• Review of site set up requirements and specifications
• Plan data types, media and delivery schedules
• Discuss and outline key milestones and deadlines
• Establish “Go Live” expectations and requirements
• Define user and group level features and security access
• Outline client requirements and workflow specifications
• Establish training schedules

This meeting will also cover project requirements and specifics to be managed by Inference Data, from privilege logs to production to deposition preparation, and export for trial.

Site Setup

Because there is no substitute for experiencing a system live, Inference Data provides clients with access to their customized site, loaded with test data, before the commencement of review. Use of the test site provides administrators and counsel with the opportunity to evaluate the set of Collections and Folders, analytics features and linear review tools before the review begins. By enabling access to a client test site, users have the ability to address workflow issues and make adjustments to ensure that review is as efficient as possible. This test site approval process is provided at no cost to the client and is guided through the process by Inference’s Client Services group.

Training

Inference was built with ease of use and attorney familiarity in mind. Because Inference has blended advanced concept analytics technology with traditional Boolean search within a simple user interface, new users require only a minimal amount of training to begin reviewing documents. To ensure that the case team and reviewers receive the maximum advantages of the system’s analytic and review features, Inference provides two levels of training:

• Analytics Training. Designed for administrators and counsel, the first training session is a comprehensive session to review the analytic features of the system and to ensure the most effective and efficient review plan is implemented.
   
• Reviewer Training. The second training session is designed to educate individual contract reviewers on the basic operations of the system and use of the features and functions to which they have access.

24/7 Support

Inference Data understands that attorneys and reviewers require consistent 24/7 support and system availability. To ensure that our clients’ expectations are met in these areas, Inference Data operates under a tiered support organization for coverage, using a rotational schedule, ensuring the Client Services group is available through the support line and email at all times, day and night, business days and weekends.