eDiscovery Preparedness – Custodian Interviews

T. James Cass

Manager, Review Services and Senior Counsel

July 7, 2021

Custodian interviews are an important and necessary part of the identification phase of an eDiscovery project. Early interviews are necessary to develop a proportionate and defensible discovery plan.

The purpose of the interview is to:

identify the cast of characters,
the relevant time periods,
the potential sources of electronically stored information (ESI), and
confirm that the individuals understand the legal hold requirements.

If custodian interviews are not done there is a risk that the relevant information won’t be preserved and collected or conversely that too much data is preserved and collected. … Read More

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

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

eDiscovery Preparedness – Document Management Systems

Candice Chan-Glasgow, Director, Review Services and Counsel

June 8, 2021

An initial step for any business entity looking to proactively manage costs through the eDiscovery process is to re-examine its document management system (DMS).

A DMS is a system used to store, manage, and track electronic documents. The general benefits of an effective DMS have been touted for years – a DMS offers enhanced security and employees spend less time searching for information while losing less time to versioning issues. While these are all important considerations, a crucial perspective that is often overlooked is the eDiscovery aspect.… Read More

Firm Sponsors Women in Litigation Symposium

We are pleased to sponsor The Advocates’ Society Women in Litigation Symposium (Western Canada Edition) on Thursday, May 20th.

The theme of the live online symposium is Leading Culture Change in the Profession and provides a unique networking opportunity designed for women advocates. Attendees will receive candid advice and practical strategies for enhancing one’s life and practice as a litigator. Panel discussions and interactive breakout sessions will help attendees connect with colleagues and build strong support systems.

Topics include:

Finding your Voice and Building your Leadership Brand
Navigating and Leading Culture Change in the Workplace, the Courtroom, and the Community
Breaking Disruptive Habits: How to Leave Negative Culture Behind
Business Development Techniques for a Changing World: Mentoring Roundtable Discussion
Sharing Strategies for Leading Change: Mentoring Roundtable Discussion

For more information, including how to register, please visit The Advocates’ Society web site.… Read More