Managed Document Review With Bilingual Depth and Modern-Data Coverage

What Managed Review Actually Delivers

• Responsiveness and issue tagging against a documented guidance memorandum that senior reviewers help develop and that the review team is trained on before first-pass review begins.
• Privilege identification anchored on the specific attorney-client and work-product framework the matter requires, with escalation paths for uncertain calls and a native-speaker privilege review on cross-language populations.
• Second-pass and quality control across a defined sample of the population, with feedback loops back into reviewer training so consistency improves through the engagement rather than degrading.
• Technology-assisted review where the matter fits. TAR (predictive coding) and CAL (continuous active learning) deployed where the population size and matter shape support them, with the model choices, seed sets and cutoff decisions documented for defense.
• Expert declarations supporting the review methodology, delivered by the review lead, structured for use in the meet-and-confer, in dispositive motions and in any subsequent challenge to the production.
• Daily reporting counsel can act on: population reviewed, responsiveness rate, privilege rate, quality-control results, projected completion, and any specific concerns the review has surfaced.

Review Team Composition

Review teams are built for the matter rather than assembled from a general pool. Each team includes:

• A senior review lead who has worked matters of comparable shape and takes responsibility for the guidance memorandum, the reviewer training, the quality-control feedback loop and the daily client reporting.
• First-pass reviewers trained on the specific guidance memorandum and vetted for the matter’s language, industry and subject-matter requirements.
• Second-pass and QC reviewers who work on a defined sample of the first-pass population and feed the results back into reviewer training.
• Privilege reviewers with specific privilege-log experience, deployed on the potentially-privileged population before hand-off to the retaining firm’s privilege team.
• Native-language reviewers for bilingual and multilingual populations, drawn from the Miami legal-market pool of native Spanish and Portuguese speakers with review experience.

Review Workflow

1. Guidance memorandum development with the retaining firm, anchored on the specific responsiveness, issue and privilege framework the matter requires.
2. Reviewer selection and training against the guidance, with training-set review before first-pass review begins.
3. First-pass review against the population, on the platform the matter is running in.
4. Second-pass and quality-control review on a defined sample, with feedback back into reviewer training.
5. Privilege review and escalation on the potentially-privileged population.
6. Production readiness verification against the responsiveness, privilege and redaction determinations before hand-off to the production team.
7. Expert declaration and testimony from the review lead where the matter requires it.

Platforms We Review In

Managed review runs on the platform the matter requires. For small-to-mid matters, rapid-turn projects and the modern-data cases where messaging, audio and video review dominate, our team runs in CompleteDiscovery, our in-house review surface built for exactly those workloads. For enterprise-scale matters or where opposing counsel or the court expects a specific ecosystem, we run in Relativity, Reveal or Nuix under the same review discipline.

Where Our Miami Managed Review Practice Runs Deepest

Bilingual and cross-border matters

Spanish and Portuguese review depth drawn from the Miami legal-market native-speaker pool, with specific coverage of the colloquial and technical vocabulary that surfaces in Colombian, Brazilian, Mexican, Venezuelan and Dominican cross-border matters. Cross-language QC sampling and native-speaker privilege review as standard for bilingual populations.

Modern-data matters

Matters where messaging (Slack, Teams, WhatsApp, Signal, WeChat), audio (call recordings, voicemail, meeting recordings) or video review dominates the population. Review workflow adapted for the specific data type, running on CompleteDiscovery, which was built for exactly these workloads.

Fintech, crypto and digital-asset matters

Review for the Miami digital-asset cluster, with reviewers who understand the specific vocabulary, platform-native content types, and trading and compliance-system output formats these matters produce.

Construction and infrastructure disputes

Review teams with construction-industry experience for the project-communication, change-order, RFI and submittal populations that construction matters typically produce.

HNW estate and family-office matters

Review scoped for the specific patterns of individually-held data (personal email, personal cloud storage, family-office administrative correspondence) with senior-reviewer discretion on the sensitive-content review that these matters typically require.

Regulatory and internal-review matters

Scoped review supporting regulatory examinations and internal reviews, with tight population control, escalation paths for sensitive-content findings, and the documentation posture that supports the internal record.

Daily Reporting and Matter Transparency

Daily reporting to the retaining firm is standard on every engagement: population reviewed to date, responsiveness rate, privilege rate, quality-control sample results, projected completion, any escalation-required findings, and specific concerns the review has surfaced. Reporting is delivered in the format the retaining firm prefers, and the review lead is available for a standing check-in call at whatever cadence the matter warrants.

Standards and Standing

Methodology anchored on the EDRM, the Sedona Conference principles on managed review, and the specific TAR/CAL defensibility framework applicable under the current federal court authorities. Review leads hold ACEDS CEDS certification, and reviewers hold the specific bar admissions or paralegal credentials appropriate to the jurisdictions in play. For bilingual matters, reviewers are native speakers with prior legal-review experience. Expert declarations are structured for use in the meet-and-confer, in dispositive motions and in Daubert / Frye challenges to the review methodology.