The 10 Steps of Early Case Analytics

Quantum regularly employs the following “10 Steps of Early Case Analytics” in civil cases:

1. Run visual analytics and advanced pattern matching on a representative custodial sample to help test key terms (see the influential Blair & Maron study to help understand the limitations of key term search)

2.  Initial Search Term Report (STR)

3.  Run Analytics

4.  Examine outlier terms

5.  Examine bulk mail

6.  Examine concepts

7.  Verify: Look across Subjects and Sender Domains

8.  Counsel approval to remove non-relevant mail

9.  Counsel updates search term list, re-run

10.  Production & Removal of redundant, non-relevant file types