Shivani Sharma

Project Management & Client Engagement:

· Served as the primary point of contact for clients, managing complex escalations, developing detailed project plans, and delivering consistent status updates to ensure client satisfaction.

· Managed multiple client engagements concurrently, monitoring risks, scope changes, and timelines, while proactively communicating updates to senior leadership and clients.

· Conducted Early Case Assessment (ECA) to understand client, project scope, and the nature of documents expected in the review set.

· Conducted initial project analysis and developed budget estimates in alignment with client requirements.

· Created project budgets considering DPH, responsiveness rates, programmatic extraction feasibility, tentative line entries, and QC percentage.

· Collaborated with cross-functional teams to align workflows and meet project goals and deadlines.

Data Analysis & Workflow Optimization:

· Utilized statistical sampling at project kickoff to determine document-per-hour (DPH) rates, responsiveness percentages, and potential volume of 10+/50+ entity documents.

· Organized document buckets in Relativity and 4iG for programmatic extraction, utilizing keywords, file names and document patterns. This strategic approach enhanced the review process by maximizing efficiency, allowing for bulk extraction rather than handling documents individually.

· Designed and implemented QC workflows using DT searches, Boolean operators, proximity searches, and wildcards.

· Led Active Learning projects in Relativity to optimize review efficiency, prioritize responsive documents, and detect coding inconsistencies through continuous model refinement.

Technical Implementation & Tool Expertise:

· Configured project workspace including folders, searches, layouts, fields, choices, templates, and views according to protocols.

· Set up advanced analytics tools including email threading, textual near-duplicate identification, and handled data imports/exports using Relativity Desktop Client (RDC) and 4iG.

· Created Search Term Reports (STRs) and persistent highlights for PII, PHI, and other critical data points to assist reviewers.

· Executed ETL operations and leveraged Profiler AI in 4iG for data identification, extraction, and entity profile imports to facilitate overlay uploads.

· Delivered protocol training to review team members, ensuring thorough understanding of project-specific guidelines, data sensitivity requirements, and Relativity workflows for consistent, high-quality review.

· Addressed and resolved team queries related to document coding, review strategy, and tool functionality, serving as the primary escalation point during active review cycles.

· Monitored reviewer productivity and assignment progress using Relativity user statistics.

· Configured Relativity workspaces, including creation of project-specific folders, saved searches, fields and coding choices in accordance with review protocols.

· Performed Quality Control (QC) and Quality Assurance (QA) checks on reviewed documents to ensure coding accuracy, protocol compliance, and consistency before client delivery.

· Created, managed, and purged review batches in Relativity, optimizing document flow and maintaining review efficiency throughout the project lifecycle.

· Conducted export validation checks to ensure data consistency, accuracy, and completeness prior to client delivery.

Prepared and shared daily status reports with project leads, detailing review progress, QC metrics, and significant project highlights.

· Developed core competencies in eDiscovery platforms, particularly Relativity, and Microsoft Excel by participating in training sessions to build technical expertise and a solid understanding of incident response.

· Conduct detailed reviews of complex documents following client-specific protocols such as PII & PHI, FERPA, GDPR, HIPAA, CCPA and PIPEDA. Ensure compliance with client protocols while supporting the strategic goals of review projects.

· Manually extracted and organized document data into client-defined templates using Excel, adhering strictly to project protocols.

· Prepared example documents and maintained a query log to document the client response on team queries, ensuring consistent decision-making across the team.

Performed QC checks for inconsistent coding using dtSearch to identify discrepancies and support quality across review sets.