Templatized Workflows Streamline DSAR Compliance

A global financial services client faced increasing volumes of Data Subject Access Requests under GDPR. Their existing process was highly manual, requiring significant stakeholder involvement to brief review teams and ensure compliance. Each response consumed considerable time and resources, with inconsistent workflows leading to delays and elevated costs. The client needed to reduce turnaround time, ensure consistent GDPR compliance, and minimize stakeholder effort without sacrificing quality.

Morae designed a technology-enabled, templatized DSAR workflow built on Relativity, addressing each of the client's core challenges.

A client-specific DSAR template incorporated pre-configured keywords for privilege, business-sensitive data, and proprietary technology, along with standardized redaction and quality control workflows. This allowed each new DSAR matter to launch with minimal setup, ensuring consistency and reducing administrative overhead.

Standardized review guidelines — built on years of eDiscovery and document review expertise — eliminated the need for extensive client briefings, enabling review teams to start immediately with clear, GDPR-compliant instructions.

The solution offered flexible delivery models: a self-service option where the client managed projects autonomously with Morae available for troubleshooting, and managed review options with onshore teams (including multi-language capabilities) or offshore teams operating from secure facilities using hardened devices at 50% cost savings. In both models, Morae independently handled review, redaction, and QC — with client involvement limited to answering queries and final disclosure approval.

All workflows adhered to GDPR and client-specific data security requirements, with offshore review conducted in secure regional offices with controlled access to Morae's RelativityOne environment.

Morae significantly reduced the review population, delivering a cost-effective and timely solution. The client achieved full GDPR compliance while avoiding unnecessary disclosure of sensitive business information. The standardized response framework also positioned the client for efficient handling of future DSARs — turning what had been an ad hoc, resource-heavy process into a repeatable, scalable workflow.