Improving on Over-Inclusive Third-Party Terms

A bank needed to negotiate a new set of keywords after search terms from a third-party subpoena returned 92% of the bank’s 65K collected documents.

62%

of Original Search Terms were Over-Inclusive

50%

Fewer False Positives

Key Actions

  • Lighthouse assessed the original 2.1K search terms and found 1.3K of them were over-inclusive. ​
  • The team also created, tested, and delivered a new set of keyword searches.

Key Results

  • In 2 weeks, Lighthouse delivered search terms that resulted in 50% fewer false positives. ​
  • The team also supported outside counsel’s meet-and-confer negotiation by providing keyword analysis and substantiation report, detailing the process and measurable improved results.