Discovery Document Automation at Major Law Firm
How DataConvertPro helped this legal organization streamline document processing and improve operational efficiency.
The Challenge
Stratton & Associates, a 120-attorney litigation firm, managed discovery workflows processing thousands of pages monthly across multiple cases. During document discovery phases, paralegals manually extracted metadata from documents (date, sender, recipients, document type, classification), created privilege logs, and organized documents into case databases. A mid-sized litigation (150K documents) required 3-4 months and 400+ paralegal hours to process. Privilege reviews were bottlenecks—documents were frequently miscategorized, leading to inadvertent privilege waivers and malpractice risks. Clients complained about slow document delivery timelines and ballooning discovery costs. Manual indexing errors caused arguments with opposing counsel about document completeness.
The Solution
DataConvertPro was integrated into their document management platform (Concordance) to automate discovery workflows. The platform processed scanned documents and native files, extracting metadata, OCR text, and document structure. AI-powered classification tagged documents by type (email, memo, contract, spreadsheet, etc.) and identified sensitive content (trade secrets, attorney-client communications, privileged materials). Custom machine learning models were trained on the firm's historical cases to recognize document patterns specific to their practice. Automated privilege flagging reduced manual privilege review by 75%. Documents were automatically indexed and made searchable within 24 hours of receipt, enabling early case assessment and faster document production.
Before & After
The Results
Document processing time reduced from 4 months to 2.5 weeks for 150K document cases
Paralegal time required per case reduced by 80% (from 400 hours to 80 hours)
Privilege log accuracy improved from 94% to 99.8%, eliminating inadvertent waiver incidents
Client discovery costs reduced by $85K-$120K per litigation matter
Document production timelines shortened from 120 days to 15 days
Early case assessment through automated document analysis enabled better settlement negotiations
Client Testimonial
“Discovery used to be the most painful part of litigation—months of paralegal drudgework with constant risks of privilege disasters. DataConvertPro transformed it. Our paralegals now focus on substantive case analysis instead of manual indexing, we produce documents in days instead of months, and we've never had a privilege issue since implementing the system. It's paid for itself on our first case.”