The thought of performing an entire collection of your (or your client’s) data can be overwhelming — and understandably so. When companies do not have an effective data strategy in place, you can find yourself sifting through years’ worth of information.

One of the earliest steps after identifying a potential matter is collecting any data that may be relevant to the case, whether or not a legal hold has been placed. There are three options to choose from when it comes to data collection: self, assisted and full forensic.

Once you've preserved, collected and reviewed your documents, you've reached the final, and crucial, stage of production. Ensure a successful process from start to finish by asking yourself the following five questions to help build a proper plan from the onset.

For clients who may be new to electronic review, sending PDFs or printing emails, one at a time, might seem like the easiest way to share content. Unfortunately, this slows down the entire review process, resulting in unnecessary time and money spent.

While we always recommend working with emails via MSG or within a mail store (such as a PST file), sometimes processing PDF and printed documents cannot be avoided during a review. If you find yourself in this situation, remember the importance of establishing proper document collection protocols from the start. Today I'm sharing the top seven questions to ask yourself to avoid redundancy and frustration in these situations, based on a decade of experience in the industry.

Whether you know it as a production protocol, discovery plan or exchange guideline, establishing a formal method of exchanging documents is essential when it comes to a seamless case production. For the sake of continuity, we’ll refer to them as “production protocols” in this blog.

Imagine you’re working with a file that has a collection of over twenty custodians. In the midst of processing and culling the data, further information is found. If the custodian information had been tracked up to this point, it’s a quick and easy job to include the new documents. If the custodian information hasn’t been tracked, segregating specific custodians could be a timely process – especially if the collection is actively being processed by a team. Today we're sharing why it’s important to track custodians, along with the secret to guaranteeing they're tracked with every document review.