Case Study: How a Fortune 100 Company Delivered Fast, Large-Scale Document Review with Consilio’s Guided AI Review
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Client Challenge
When a court required this Fortune 100 company and food producer to quickly perform a large-scale, finely tuned document review, they turned to Consilio. Unable to use traditional relevancy review in this case, the company was tasked by the court to produce every document returned by a very specific set of search terms. Furthermore, they were only able to hold a review of the documents that met specific privilege criteria. The company was keen to understand what documents would be produced, but not at the cost of undergoing a full review given the lack of flexibility in the process.
As such, the company’s Discovery department decided to use GenAI to deliver, as noted by it’s Head of Discovery:
“We determined that the use of GenAI would make a lot of sense in this instance, as we needed to move quickly, not incur the costs of a traditional human review, and still have a valuable work product that could be used.”
- Eric, Head of Discovery for the company
Consilio Response
Through Guided AI Review, Consilio provided a human-led Generative AI solution that yielded better results and at a lesser cost. Consilio’s team transformed the matter’s input information and requests (e.g., review protocol and RFPs) into useful prompts along with running these prompts against their document set. Consilio’s solution provided granular responses, namely, those at the RFP-level, which were valuable to the case team in preparing for depositions. In addition, Consilio’s Guided AI Review provided much more granular information and answers than TAR 2.0, and justified marking a document as responsive.
With Consilio’s AI Guides ensuring quality inputs and outputs, Guided AI Review ensured the company could successfully derive powerful AI outcomes. The output has been used extensively by the company's internal team and outside counsel to better prepare for upcoming depositions.
Results Achieved
The company’s case team received the results they intended to, all while savings days’ worth of time, which they would not have had, had they taken the full human review route:
“We were able to work with Consilio to determine the best way to attack the problem and moved from concept to completion in just a handful of days, many fewer than if we had gone through a full review of the documents. We were surprised as to the speed at which we were able to complete the project and actually use the output!”
- Eric, Head of Discovery for the company
As such, Guided AI Review lessened the time to completion by many days, with the food company noting that the extra time being invaluable to them. The company also enjoyed significant cost savings in comparison to solely using human resources to review the documents. The case team also found a greater granularity of responses, as they were able to match all the responsive documents to the particular RFPs.
In the near term, the company’s Discovery team now has an impactful and cost-effective tool in their legal toolbox. In the longer term, this Fortune 100 leader seeks to leverage this Consilio product to reduce costs and find opportunities across their workflows to incorporate the technology.
Client Challenge
When a court required this Fortune 100 company and food producer to quickly perform a large-scale, finely tuned document review, they turned to Consilio. Unable to use traditional relevancy review in this case, the company was tasked by the court to produce every document returned by a very specific set of search terms. Furthermore, they were only able to hold a review of the documents that met specific privilege criteria. The company was keen to understand what documents would be produced, but not at the cost of undergoing a full review given the lack of flexibility in the process.
As such, the company’s Discovery department decided to use GenAI to deliver, as noted by it’s Head of Discovery:
“We determined that the use of GenAI would make a lot of sense in this instance, as we needed to move quickly, not incur the costs of a traditional human review, and still have a valuable work product that could be used.”
- Eric, Head of Discovery for the company
Consilio Response
Through Guided AI Review, Consilio provided a human-led Generative AI solution that yielded better results and at a lesser cost. Consilio’s team transformed the matter’s input information and requests (e.g., review protocol and RFPs) into useful prompts along with running these prompts against their document set. Consilio’s solution provided granular responses, namely, those at the RFP-level, which were valuable to the case team in preparing for depositions. In addition, Consilio’s Guided AI Review provided much more granular information and answers than TAR 2.0, and justified marking a document as responsive.
With Consilio’s AI Guides ensuring quality inputs and outputs, Guided AI Review ensured the company could successfully derive powerful AI outcomes. The output has been used extensively by the company's internal team and outside counsel to better prepare for upcoming depositions.
Results Achieved
The company’s case team received the results they intended to, all while savings days’ worth of time, which they would not have had, had they taken the full human review route:
“We were able to work with Consilio to determine the best way to attack the problem and moved from concept to completion in just a handful of days, many fewer than if we had gone through a full review of the documents. We were surprised as to the speed at which we were able to complete the project and actually use the output!”
- Eric, Head of Discovery for the company
As such, Guided AI Review lessened the time to completion by many days, with the food company noting that the extra time being invaluable to them. The company also enjoyed significant cost savings in comparison to solely using human resources to review the documents. The case team also found a greater granularity of responses, as they were able to match all the responsive documents to the particular RFPs.
In the near term, the company’s Discovery team now has an impactful and cost-effective tool in their legal toolbox. In the longer term, this Fortune 100 leader seeks to leverage this Consilio product to reduce costs and find opportunities across their workflows to incorporate the technology.
