eDiscovery Preparedness – Discovery Planning

eDiscovery Preparedness – Discovery Planning

Candice Chan-Glasgow

Director, Review Services and Counsel


June 22, 2021


Previous blog posts have discussed document management systems and provided some tips that can be implemented prior to a dispute or investigation, such as the creation of a Data Map at the outset of an eDiscovery project.  This article focuses on discovery planning and agreements with opposing parties on the scope and nature of the eDiscovery process and exchange of data.  During this phase, the parties and respective counsel must work with their document management systems used and the data that is available from all relevant sources.


Discovery planning allows parties to discuss and obtain disclosure of information needed to identify any document issues early in the process. … Read More

eDiscovery Preparedness – Data Mapping

eDiscovery Preparedness – Data Mapping

T. James Cass

Manager, Review Services and Senior Counsel


June 17, 2021


Once a dispute has arisen your enterprise will be required to preserve and produce records relevant to the issues in the dispute.  This is referred to as the “Identification” phase of an eDiscovery project.  As part of this phase, you need to identify the location of potentially relevant data.  The identification phase involves understanding the location and nature of the data, and the people involved.  This article will address the location and nature of the data, also referred to as a “Data Map”.


A Data Map is required to maintain appropriate records of the project and will assist in creating a defensible and most efficient preservation and collection plan.… Read More