Document Review & E-Discovery Math: Data Volumes, Culling, Review Rates, Sampling & Recall
Estimate and control a document review: volumes from gigabytes, culling funnels, reviewer staffing, sampling for recall and cost per document, with every cell checked as you go.
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About this course
In eight hands-on spreadsheet labs you plan and control the document review of a fictional lawsuit under simplified, invented rules. You convert gigabytes per custodian into documents with XLOOKUP and SUMIFS, run a culling funnel through de-duplication, date filters, search-term hits and family expansion, and staff the review with documents per hour, NETWORKDAYS and ROUNDUP. You track a prioritised review with running totals, sample the discard set for elusion, recall and a margin of error with SQRT, measure QC overturn rates with COUNTIFS, number produced pages with TEXT and finish with a budget forecast and chart.
Lessons
- From Gigabytes to Documents: Custodians, Sources & the Review Population Pro
- The Culling Funnel: De-Duplication, Date Filters, Search Hits & Families Pro
- Review Staffing: Docs per Hour, Working Days, Reviewer Headcount & Cost by Tier Pro
- Prioritised Review: Batch Richness, Cumulative Finds & the Gain Curve Pro
- Sampling the Discard Set: Elusion, Missed Documents, Recall & Margin of Error Pro
- Quality Control: Overturn Rates by Reviewer, Retraining Flags & Missed Calls Pro
- Withheld & Produced: Counts, Pages and Page Numbers with Leading Zeros Pro
- Budget & Dashboard: Forecast at Completion, Variance, Cost per Document & a Chart Pro