This leading real estate company serves families across the United States. Its legal team manages complex document review matters requiring speed, accuracy, and cost discipline.

Real estate agent handing house keys to a family outside a residential neighborhood

Homes operated:

40,000+
Employees:

~700

Summary

Challenges

Required manual review of ~50,000 documents.
Legal team needed technology to reduce review time and cost without sacrificing accuracy.
Multiple stakeholders required seamless collaboration.

Solution

Deployed AI-driven responsiveness coding and issue tagging.
Applied human-driven privilege review to reduce risk without sacrificing speed.
Prioritized cross-team communication.

Results

Completed review and production in under two weeks
Achieved 97.4% precision at 95% confidence level
Ensured stakeholders remained engaged and informed

Challenges

An eyes-on traditional review of ~50,000 documents is both time consuming and expensive
The legal team was under pressure to find scalable technology to reduce time and cost without sacrificing defensibility
Multiple stakeholders meant that communication and coordination were critical to success

For legal matters involving large document sets, traditional review workflows require human eyes on every document. For this leading housing provider, that meant significant expenditure of time, money, and qualified legal resources on each new matter.

The organization's legal team was tasked with finding ways to apply technology to legal workflows to reduce both time and cost without compromising quality or defensibility. When a new matter arose requiring review of a roughly 50,000-document collection, the team realized they needed a new solution.

couple looking at a modern two-story home exterior on a bright sunny day

OpenText's ability to collaborate efficiently across multiple teams was key to the project's success. The team delivered a high-quality work product within the required timeframe.

Senior Counsel, Leading housing provider
United States

Solution

OpenText deployed OpenText™ eDiscovery Aviator™ to drive AI-first responsiveness coding across the document population. Combining Aviator with a targeted privilege review team delivered a complete, defensible production in under two weeks.

Products deployed

OpenText™ eDiscovery Aviator™

What if eDiscovery took days, not months? Build strategy faster
OpenText™ eDiscovery

Accelerate eDiscovery with AI-driven speed and precision

Services provided

OpenText™ Managed Document Review

Achieve budget certainty, cost savings and risk mitigation for litigation, investigation and regulatory compliance document review projects of all kinds
OpenText™ eDiscovery Advisory Services

Get expert guidance through every aspect of litigation, investigation and regulatory compliance matters

Implementing AI-first responsiveness coding

The housing provider’s legal team engaged OpenText Managed Document Review to assess whether AI could serve as the primary review engine. The challenge was real: could an AI-driven approach achieve the precision and recall levels required for defensible production—replacing the conventional model of reviewing every document individually?

OpenText Managed Document review relied on eDiscovery Aviator to identify all responsive documents, including issue tagging and the identification of hot documents. Rather than routing every document through human reviewers at the first pass, Aviator processed the full 48,756-document population, applying responsiveness determinations at scale.

This AI-first approach compressed timelines dramatically while maintaining the defensibility required for production.

Applying targeted privilege review by humans

Once Aviator identified the responsive document families, a team of ten U.S.-based attorneys conducted privilege review on those documents. By focusing human review effort on the population most likely to contain privileged material, the team worked efficiently without sacrificing the thoroughness needed to protect client interests.

Improving cross-team collaboration

Delivering a project of this complexity in under two weeks required tight coordination across the OpenText Managed Document Review team, Project Management team, and Professional Services consulting team, as well as the client's outside counsel. Clear workflows, shared accountability, and rapid communication kept the project on track from first document to final production.

Results

With Aviator, OpenText delivered a complete, defensible production in under two weeks, exceeding precision and recall expectations while reducing the cost of human review for the full document set.

Completed a full review and production in under two weeks

From the start of review to final production, the entire project—including first-level eDiscovery Aviator review, privilege coding by human reviewers, and quality control—was completed in under two weeks. Traditional full-population review of a 48,756-document set would have required significantly more time and reviewer hours.

Achieved 97.4% precision and superior recall

OpenText Managed Document Review achieved 97.4% precision and significantly exceeded recall thresholds required for defensible production. This performance validated the eDiscovery Aviator-driven workflow and gave the client confidence that the produced set was both complete and accurate.

Eliminated communication gaps and silos to keep stakeholders informed

Efficient collaboration across multiple teams—including OpenText Managed Review, Project Management, and Legal Tech Consulting, as well as the client’s external litigation counsel—was key to the project’s success. The team delivered a high-quality work product within the required timeframe, resulting in a highly satisfied customer.

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