Issue coding tags documents with substantive categories defined for the matter, such as notice, causation, damages, or specific defenses. Codes are applied during review alongside responsiveness and privilege determinations.
Code definitions are set in the review protocol.
Alternative Names:
Issue Tagging, Substantive Coding
Why it Matters?
Issue coding is expensive and frequently wasted, because codes defined early against a preliminary case theory no longer match the issues that matter at trial. Keeping the code set small and stable produces more usable results than an elaborate taxonomy reviewers apply inconsistently. Where issues will clearly evolve, automated tagging that can be rerun is a better investment than manual coding done once.
Frequently Confused with
Related terms
Frequently asked questions
Why does issue coding often prove wasted?
How should a code set be designed?
