Text summarization, driven by advances in Gen AI and natural language processing (NLP), has the potential to drive efficiency, accuracy, and strategic decision-making across legal processes. But how can text summarization apply to eDiscovery, with its exponentially high data volumes? Here are four use cases where text summarization can transform eDiscovery workflows.

1. Summarize Hot Documents for Early Case Assessment (ECA) and Early Data Analysis (EDA)

In eDiscovery, ECA and EDA are vital steps to understand the strengths, weaknesses, and potential scope of a case. During these early phases, legal teams identify and review “hot documents” — those that are most relevant or potentially damaging — to gain a preliminary understanding of the case data. This analysis informs decisions on case strategy, settlement prospects, and litigation risks.

With the sheer amount of data in current cases, identifying hot documents can be time-consuming. By leveraging text summarization tools, legal teams can automatically distill document sets into key insights. This provides an immediate understanding of the major themes and important points in a document collection, helping legal professionals identify and prioritize key materials early in the process.

Legal teams can also use summarization tools to highlight documents discussing topics of interest. For example, significant contract terms, relevant communications between parties, or sensitive topics like internal disputes.

2. Summarize Documents for Speedy Review

In traditional eDiscovery workflows, document review is the most time-consuming and costly task. Legal professionals must read through thousands or even millions of documents to identify those that are relevant, privileged, or responsive to discovery requests. This process can take weeks or months, depending on the complexity of the case and the size of the document set.

Text summarization can help by generating concise summaries of each document, allowing legal teams to quickly extract the essential points. This reduces the need for detailed, line-by-line document reviews and enables lawyers to focus on the most critical information.

For example, summarization can help teams quickly assess long or complex documents —such as technical reports, policy manuals, or contracts agreements — by highlighting the key clauses, events, or terms that matter most for the case. Legal teams can efficiently triage documents, identifying which materials require closer scrutiny and which can be deprioritized.

This capability can be particularly useful in time-sensitive cases, such as regulatory investigations where a company has a limited time to respond to a subpoena. It allows lawyers to focus their energy on understanding and responding to the most relevant materials, while automated tools handle the initial pass over less critical documents.

3. Deposition Preparation and Witness Kit Development

Preparing for depositions and developing witness kits is another labor-intensive part of litigation. Legal teams must review documents related to specific custodians — such as company executives, employees, or other key individuals — to understand the context of their involvement in the case. This requires combing through emails, reports, contracts, and other communications to identify important details that shape the line of questioning during a deposition.

Text summarization tools can streamline this process by extracting key information from individual documents, or groups of them, related to each custodian. Summaries can focus on essential points — such as key dates, discussions, or actions taken — making it easier for legal teams to prepare targeted questions and develop witness kits. 

For example, in a complex corporate litigation involving multiple executives, text summarization could help a legal team focus on emails, memos, or board meeting minutes that reveal critical decisions or disputes involving a particular executive. Instead of reading through every document, the team can rely on summaries to identify the most relevant materials for deposition preparation.

4. Summarize Non-English Documents

In cross-border litigation or regulatory matters, eDiscovery often includes documents in multiple languages. Reviewing non-English documents can require hiring bilingual reviewers or using expensive translation services. 

For example, in a case involving international subsidiaries, legal teams may need to review emails, contracts, and financial records in languages such as French, Spanish, or Mandarin. Instead of manually translating every document, summarization tools can quickly generate summaries in English, giving lawyers an overview of the document’s content. The team can then focus on fully translating only the most relevant documents, saving time and money.

This capability ensures no important information is missed due to language barriers and allows for more efficient cross-border eDiscovery. Additionally, it levels the playing field for legal teams that may not have access to extensive multilingual resources, ensuring they can still handle complex, international cases effectively.

As eDiscovery continues to evolve in response to the growing scale and complexity of litigation, embracing text summarization technology will be key for legal teams. By automating the most laborious aspects of document review, legal teams can unlock new efficiencies and improve their ability to handle data-intensive cases with confidence.

Joseph Lin, Vice President, Product Management, Epiq

As Vice President of Product Management at Epiq, Joseph Lin and his team lead the innovation of proprietary products at Epiq, transform ideas into reality, and continue to bring the most effective solutions to the legal industry.

Joseph has a long and positive history with Epiq. He led Epiq’s Operations team globally for 10+ years. While serving as VP of Operations, he integrated multiple acquired companies into one single operating workflow to maximize profitability, led collaboration across global offices to maximize efficiency and effectiveness, and fostered a success-oriented and result-drive environment within his division.

With 20 years of experience in operations management, product management, financial planning and merger and acquisition, Joseph has developed a plethora of skills and experiences in these areas. He is an innovative and effective executive, using his years of experience to define product vision and strategy for Epiq to better support its customers.