The best strategy for minimizing the expense and the time expended upon a document review is to hire a project manager.  A quality qualified project manager is essential to the success of a document review project.  In fact, the project manager is the linchpin.

Here are some of the tasks that a document review project manager will be responsible for completing:

1. Align resources needed to initiate the project. This includes tasks like obtaining computer equipment, software, and supplies.
2. Prepare training materials.
3. Coordinate training of the review team.
4. Serve as a liaison with the service providers who are processing the data, loading the data and hosting the data within the review tool.
5. Create searches, review sets and QC batches using the review tool.
6. Monitor the status of the project using QC and other tools.
7. Prepare reports, case summaries and metrics for the litigation team.
8. Identify potential problems with the schedule and budget.  Design solutions for those problems.
9. Ensure that reviewer questions are resolved quickly and captured in a decision log.
10. Facilitate open lines of communication between the review team and decision makers.
11. Supervise the project workflow and quality control work.

What does project management look like in your world?