The Art and Logic of eDiscovery: Navigating Managed Review for Cost Savings and Defensibility

This episode of Outside-IN we talk with Todd Kunz, the National Director of Managed Review Services at IST, shares his unique journey into the eDiscovery and Managed Review business, driven by a knack for logic and problem-solving. Todd shares an insightful perspective on optimizing managed review processes, starting from the crucial, often overlooked, eDiscovery agreement stage where the biggest cost savings can be achieved by keeping options open for technology use. We delve into the cutting-edge technologies like continuously active learning (CAL) and Large Language Models (LLMs) used to efficiently manage vast amounts of data, while emphasizing the critical importance of human vetting and iterative processes to ensure defensibility and accuracy. Todd also candidly addresses managing client expectations, explaining why the process is inherently "imperfect" and how a robust, documented QC (Quality Control) process is vital to producing high-quality, defensible work. Furthermore, the discussion highlights the strategic design of workflows to reduce unnecessary "document touches" and the importance of talent, including how remote work has expanded recruitment pools and how IST attracts top performers through competitive pay and genuine engagement. Todd reveals that creativity is at the heart of effective managed review, constantly seeking better, more logical ways to approach data and solve complex challenges. Tune in to discover the intricate blend of process, technology, and human ingenuity that defines modern managed review.