US Legal System
This is what someone would file to start a lawsuit.
What is: A Complaint
This is the primarily used term for a link found in an email that directs to a document outside of the email.
What is: Modern Attachment
This is the goal for on time delivery of project managers.
What is: 80%
A Project Manager should ultimately aim for this % with production errors.
What is: 0%
When a Project Manager sends multiple emails that could be sent as ONE comprehensive email, it is sometimes referred to as this.
What is: a Leaky Faucet
The court will issue this once the lawsuit is started. This will cover all of the deadlines issued by the court.
What is: the Scheduling Order
When a managed review is going to take place, this is the person you should setup a Teams chat with to make sure you work collaboratively.
What is: Review Manager
This is the goal for utilization of a project manager and associate project manager.
What is: 75% - 85%
This is a document that can help you meet the goals of quality and there are 3 different types that should be completed for each production.
What is: Checklist
After any call with a client where substantive information was discussed, a Project Manager should send this.
What is: a Call Summary
This is an event where questions are asked, it takes place under oath and usually by video.
What is: a Deposition
This is the document issued by the court that provides deadlines for the duration of the matter.
What is: Scheduling Order
This is the utilization goal for a Senior Project Manager.
What is: 70% - 80%
This is a document that should be used when data is received and fully completed prior to data being delivered to the client.
What is: Project Tracker
A quick and easy way to determine if your communication frequency is enough.
What is: are you getting a lot of status update requests?
This agency is sometimes referred to as the SEC.
What is: the Securities and Exchange Commission
This is a load file typically used that provides details of all of the documents produced in a production set.
What is: dat file
This is a new goal in 2025 that should technically be one of your daily tasks.
What is: Time Entry
This is a task that should always be done in Relativity after data is loaded and findings should also be communicated to the client when delivering the newly loaded data.
What is: Post Load QC
A Project Manager might suggest this if back and forth emails seem to be causing unnecessary confusion.
What is: a Phone Call
One method used in the Discovery phase sometimes referred to as RFP.
What is: Request for Production of Documents
This is a process that uses machine learning algorithms to help legal teams identify and categorize relevant documents.
What is: TAR
In addition to metrics/KPIs, employees are evaluated on these categories.
What is: Values/Behaviors
This is something we should immediately schedule when notified of being assigned to a case so that you get all your ducks in a row and know what expectations are for the case.
What is: Kickoff Call
This should be sent to a client ahead of a scheduled call.
What is: a Call Agenda