eDiscovery Preparedness – Custodian Interviews

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

T. James Cass Admitted to Alberta Bar

T. James Cass Admitted to Alberta Bar

We are pleased to announce that James Cass, Heuristica’s Manager of Review Services and Counsel, was admitted to the bar of the Law Society of Alberta last week in a ceremony presided over by The Honourable Mr. Justice John T. McCarthy of the Court of Queen’s Bench in Calgary.


James was presented to the Court by Joshua Fraese , Associate at Rose LLP in Calgary.


Pictured from left to right are The Honourable Mr. Justice John T. McCarthy, James Cass, and Joshua Fraese.



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