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CASE STUDY  Financial Services Company | United States

Global Financial Institution Reduces Costs by 40% With 24-Hour Review Model

Client Need

  •  
  • Reduce managed review costs. 
  •  Maintain review quality and defensibility.
  •  Consider a creative delivery model.
  •  Preserve review standards and outcomes.

Client Solutions

  •  Design a hybrid 24-hour review model. 
  •  Assign New York team to early case assessment (ECA), quality control, protocols, reporting, and management. 
  •  Assign India team to review, redactions, and privilege logging. 
  •  Use the client’s standard coding layout. 
  •  Route questions through the New York team lead. 
  •  Hand off work daily for quality control and reporting.

Why Epiq

  •  Access to a high-quality review management. 
  •  Piloting a blended review model. 
  •  Ensuring defensible processes before broader adoption. 

Results and Benefits

40% savings over two years. 

4M+ documents

100% satisfaction rate. 

Completion of more than 24 projects using a hybrid model.