Client industry:

A global investment corporation

Business challenge:

Multiple related RMBS cases, high document volumes, varied Requests for Production.


Consistent, accurate deliverables and a trusted partnership as subject matter experts.


Over the course of several years, Special Counsel’s client, a global investment company, engaged Special Counsel to manage its document review, production, privilege review, privilege log, as well as review of the opposing party’s documents in a series of related cases. The cases were large in scale with a combined database of over 3.5 million documents. In each matter, the client was being sued by Plaintiff certificate holders based on theories of breach of contract and negligence for losses allegedly sustained as a result of the defendants conduct while acting as trustee of investments comprised of residential mortgage backed securities (RMBS).

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