Many of our small to medium-sized clients have approached us over the years, requesting an alternative document review tool for small data sets, which would be independent of popular in-house review tools like Summation, Concordance, Introspect, and Ringtail.  After many months of development and testing, we released our Personal Review Tool, which is a compact program that can be loaded onto a CD or DVD along with a volume of documents, enabling our clients to perform a document review from virtually any computer, without a connection to the company network or the internet. 

Based on the technology built into the Image Capture suite of tools, UHY Advisors now has the ability to cull a document set as appropriate, compile the robust tool set needed for a substantive document review and burn the application and document set to media for distribution as needed.  Our tool allows clients to review documents directly from the disc, mark them as appropriate, based on the parameters of the case, and return the review template to UHY Advisors for subsequent document production of the materials required in the case.

The compact Personal Review Tool is the ultimate solution for clients who either do not have access to an in-house review platform or when the volume of documents requiring review does not justify the creation of a full review using in-house applications.

For more information about our Personal Review Tool, contact one of UHY Advisors’ consultants to determine if this unique solution might be right for your review.