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Workflow Management Streamlines Your Document Review Process
eView services from ONSITE3 utilizes an advanced workflow process and methodology designed to help you coordinate people, documents and technology into an effective and collaborative system for document review. Because you can also customize the application for your review processes, you can streamline each user’s workflow in order to maximize speed and efficiency while also minimizing cost and burden.
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eView services from ONSITE3 helps the client streamline the workflow process with ease of categorization for different types of users, allowing the client to carefully consider the various roles, responsibilities, tasks and processes associated with each type of user within the overall review process.
Workflow Management Features
Role Management
eView defines seven roles within the application; Site Admin, Client Admin, User, Expert Witness, 1st Reviewer, 2nd Reviewer, and Privilege Reviewer. These roles are designed to assist with easy categorization of users within a document review. These roles are not restrictive, meaning that you can choose not to use them, and you can create custom privileges within these roles.
Review Workflow Management
eView offers a simple interface to manage 1st and 2nd review teams, and allow them to work seamlessly in tandem. The intuitive design assists the client with prioritizing and managing daily workflow tasks, distributing documents to reviewers for action, and generating pre-defined reports to understand the progress of the entire document review. Reviewers can be assigned to specific folders of documents, or pull from the entire population of documents. The reviewers will receive the documents in batches. The numbers of documents that are contained in the batches are pre-determined by the client admin and are completely customizable.
Robust Reporting
Various and customizable reports can be generated by the client for nearly every component of the review and production. For example, clients can receive and review custom daily reports, permission reports, detailed project reports by client, case, or database, administrative log reports (big brother), and forecasting reports.
Privilege Log Workflow Management
Clients can easily manage one or more privilege logs in a centralized location with the application. This workspace allows you to manage and edit the privilege log, select the fields that need to be on the privilege log, and export the log to a desired delimited format. Further, the ability to define privilege log rules and include privilege families is important so privileged information is not produced by mistake.
Production Workflow Management
Clients can easily manage one or more productions in a centralized location with the application. The ability to define production rules and run conflict checks is important to only produce what is intended to be produced. This workspace allows you to store the production specifications, and review the overall production summary.
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