Client industry:

Major financial services corporation

Business challenge:

Sensitive privileged material, third-party review platform shortcomings


Special Counsel’s project manager created workflow charts that improves efficiencies and protected privileged material, producing an airtight result for our client.


In an internal investigation case involving the U.S. Securities and Exchange Commission, our client, a major financial services corporation, needed a review process that could provide extra assurance against the inadvertent production of privileged material. The client employed a broad designation of hot documents in an effort to prevent the passage of documents that were potentially important to the case.

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