
Reinventing Professionals Measuring the Success of an E-Discovery Project
Jun 22, 2023
Vinny Liu, a project manager with two decades of e-discovery experience at Level Legal, shares fascinating insights on measuring project success. He emphasizes the importance of core values and using retrospectives for accurate outcomes. Vinny also advises on cost-effective strategies like data set reduction to streamline document reviews. He discusses the evolving role of AI, viewing it as a valuable enhancement, and highlights essential skills for modern project managers, including communication and analytical thinking.
AI Snips
Chapters
Transcript
Episode notes
Started In Data Entry, Grew Into PM
- Vinny started in e-discovery doing document coding and data entry in 2002 at Valora Technologies.
- He progressed through vendor roles into consulting and returned to project management at Level Legal.
Use Core Values And Retrospectives
- Deliver on core values: give a damn, get it done right, show respect, and deliver delight to measure project success.
- Run a collaborative retrospective with the client to capture what went well and what to improve.
Reduce Data Early To Cut Review Costs
- Start at the left of the EDRM and avoid over-collecting by limiting custodians and unnecessary data.
- Use organization, deduplication, data set reduction, and hashing to cut junk before human review.

