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Case Study: Global Financial Institution Reduces Discovery Costs by 40% With 24-Hour Review Model

  • Financial Services


A Financial Services Company


United States

Client need

Reduce the cost of managed review while maintaining high quality standards

The client needed to reduce overall costs and was willing to consider creative solutions, but without compromising on review quality and defensibility.

Client solution

Designed a hybrid, 24-hour review model utilizing U.S.- and India-based teams

The New York team performed all tasks related to early case assessment, quality control, review protocol drafting, reporting, and review management, while applying the same standards, structure, and format used for U.S.-based reviews. The India team performed review, redactions, and any necessary privilege logging, using standard client coding layout and facilitated questions through the team lead in New York.

Utilizing a 24-hour cycle, the India review team worked during the day in India, then handed off the work to the team in New York for quality control and reporting.

Why Epiq

The company was impressed with Epiq’s reputation for high quality review management. What sealed the deal, however, was Epiq’s willingness to run a pilot program to ensure the client was thoroughly happy with the proposed geographically-blended review process and outcomes.

Results and Benefits


Continuous savings over two years.

4 million+

Documents reviewed.


Satisfaction, with 24 projects utilizing the hybrid model and counting.