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UnitedLex protects trade secrets

Fortune 500 Financial Services Firm

Contract Management

Challenge

  • UnitedLex reviewed 50,000+ documents and prevented the client from exposing 6,000 documents containing sensitive trade secrets and customer information


Solution

  • Identified documents in sample set that contained highly sensitive client trade secrets and customer social security numbers
  • Presented documents to outside counsel who expanded scope of review
  • Formulated review strategy to identify sensitive documents


Business Impact

  • Prevented client from producing 2,350+ documents containing valuable trade secrets to largest competitor
  • Prevented client from producing 3,500+ documents containing customer SSNs, credit card numbers, bank account numbers, and other sensitive information