Securities and Financial Services Litigation & Consulting

Managed Document Review Services

Discovery in today’s world of high volume and increasing scope has created a significant burden for government agencies, law firms and their clients to manage e-discovery under tight deadlines and at reasonable rates. Bates Group Managed Document Review Services enable organizations to leverage the advantages of highly experienced review specialists and technology-enabled e-discovery review solutions allowing you to focus your time and effort on the high-value tasks your legal team was hired to perform.

Our team has decades of experience in managing large-scale document reviews for all types of litigation and regulatory investigations for clients in varied industries, including financial services, professional services, high-tech, product liability, intellectual property, bio-tech, and government. We partner with companies and law firms, as well as with e-discovery providers.


Efficient – Bates Group’s decades of experience in document review project management enable our team to capitalize on proven workflows, using established control measures in a well-managed review environment, ensuring efficient and defensible review results.

Timely – Bates Group’s team includes experienced review attorneys who are trained not only in document review, but also on our well-developed processes utilizing state of the art review technology to provide a timely work product.

Quality – Alongside effective control measures, Bates Group’s emphasis on client collaboration and review determination documentation throughout the review project lifecycle aids in providing the highest quality review work product. Bates produces periodic key document and fact pattern reporting, delivered on a schedule set by counsel, ensures a focused and well-maintained review strategy from project start to finish.

Reasonable Cost – Bates Group focuses on providing high quality, efficient, defensible document reviews resulting in overall cost reduction to our clients. Project cost transparency is ensured through comprehensive reporting on completion and budget status. 


Bates Group’s Managed Review Team has provided support in many areas of complex litigation and investigation related to:

  • Securities Litigation
  • Product Liability Litigation
  • Federal DOJ Investigations
  • SEC Investigations
  • ERISA Actions
  • AML/Fraud Investigation and Litigation
  • Merger and acquisition disputes
  • Insider Trading and Manipulation Litigation
  • Intellectual Property Litigation
  • Patent Enforcement Disputes/Litigation
  • Professional Malpractice
  • Insurance Defense

Call us today to learn more about how our Managed Document Review Team can support your case.


Get the Bates Managed Document Review Fact Sheet



Victoria Wilken-Farrell, Discovery Planning and Managed Review Consultant

direct: 971.250.4336



Alex Russell, Managing Director, Regulatory Enforcement and Complex Litigation

direct: 971.250.4353