What happened
A Southwest Airlines employee brought a class action over pay for short-term military leave under the Uniformed Services Employment and Reemployment Rights Act. In February 2021 the court certified a national class. The parties then disputed six document requests and the use of search terms to limit the review of electronic files. Southwest disclosed seven custodians for a first phase of review, with over 47,000 responsive documents at that stage. On 10 August 2021 Judge Phyllis J. Hamilton sustained Southwest's objections. She held that its use of keyword searches and technology-assisted review in tandem does not offend the expectation that parties conduct a reasonable inquiry. The order gives this finding in one sentence. It does not describe the technology or report any result from it.
Sources
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Court document, by authors with no tie to the system.
United States District Court for the Northern District of California (Judge Phyllis J. Hamilton). Huntsman v. Southwest Airlines Co., No. 19-cv-00083-PJH, Discovery Order (Doc. 131), 10 August 2021, pp. 3-5. CourtListener RECAP copy.
Southwest's approach to using keyword searches and technology-assisted review in tandem does not offend the court's expectation that the parties conduct a reasonable inquiry as required by the rules.
Details
AI system
- Workflow
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Southwest disclosed seven custodians whose electronic files a first phase of review would cover. Southwest used keyword searches and technology-assisted review in tandem.
Follow-up
- Conditions for replication
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The parties conduct a reasonable inquiry as the discovery rules require. Discovery stays within the class certified on pay for short-term military leave.
Entry details
- Sector
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Legal services / e-discovery.
- Purpose
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A vendor that the order does not name built the technology-assisted review software to identify responsive documents in custodians' electronic files.
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Cite this record
Peter H. Vartanian. (2026). Court backs Southwest's technology-assisted review with keywords (AIBD-0993). Artificial Intelligence Benefits Database, edition of 1 November 2026. https://petervartanian.xyz/aibd/records/AIBD-0993.html (archived at https://doi.org/10.7910/DVN/AADSII, version 7.0)