TAR Course: 9th Class

Ninth Class: Introduction to the Eight-Step Work Flow

At this point in the Course we have already covered all nine insights. Now we will begin to review the revised eight-step workflow.

predictive_coding_4-0_webThe eight-step chart provides a model of the Predictive Coding 4.0 methods. (You may download and freely distribute this chart without further permission, so long as you do not change it.) The circular flows depict the iterative steps specific to the predictive coding features. Steps four, five and six iterate until the active machine training reaches satisfactory levels and thereafter final quality control and productions are done.

Although presented as sequential steps for pedantic purposes, Predictive Coding 4.0 is highly adaptive to circumstances and does not necessarily follow a rigid linear order. For instance, some of the quality control procedures are used throughout the search and review, and rolling productions can begin at any time.

CULLING.filters_SME_only_reviewTo fully understand the 4.0 method, it helps to see how it is fits into an overall Dual-Filter Culling process. See License to Cull The Two-Filter Document Culling Method (2015) (see illustrative diagram right). Still more information on predictive coding and electronic document review can be found in the over sixty articles published here on the topic since 2011. Reading helps, but we have found that the most effective way to teach this method, like any other legal method, is by hands-on guidance. Our eight-step workflow can be taught to any legal professional who already has experience with document review by the traditional second-chair type of apprenticeship training.

This final segment of our explanation of Predictive Coding 4.0 will include some of the videos that I made earlier this year describing our document review methods. Document Review and Predictive Coding: an introductory course with 7 videos and 2,982 words. The first video below introduces the eight-step method. Once you get past my attempt at Star Wars humor in the opening credits of the video you will hear my seven-minute talk. It begins with why I think predictive coding and other advanced technologies are important to the legal profession and how we are now at a critical turning point of civilization.

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Go on to Class Ten.

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