Meet and Confer
Early in the litigation the case team must make a determination about the scope of the review: what is to be reviewed, how it is to be reviewed, and what is the intended outcome. To a great extent, the discovery order will direct what data is to be collected and reviewed.
A meet-and-confer conference between the parties should be conducted early on in the planning stages to make these decisions. The proposed change to the Federal Rules of Civil Procedure 26(f) states that these initial meeting are to include discussions and decisions on matters pertaining to electronically stored information (ESI). Topics to be determined include preservation of ESI, the form of production for the ESI, and approaches for asserting privilege and work-product protection claims. Each of these decisions impact the planning of the document review.
Planning Categories
- Scope & Objectives of the Review
- Defining Review Protocols
- Determining Review Methodologies
- Establishing Project Timetable & Workflow
- Review Objectives
- Review Techniques
- Use of Technology
- Selecting a Platform for Review
- Understanding Production and Delivery Requirements
- Time Considerations/Resource Availability
- Management Plan
- Client Cost Considerations
Review Categories
Evolution of Document Review
Since the 1970's, technology has been used to manage the review of large paper based document collections.
Selecting a Vendor
There are many factors that need to be considered when selecting a third-party vendor for
the review portion of your electronic discovery project.
Managing the Review Process
Every stage of electronic discovery carries unique elements that ultimately may impact the resolution of a matter.
Emerging Technologies
Modern-day electronic discovery is a time consuming and costly endeavor.
Metrics
It is possible to track valuable details related to electronic discovery processing.