Ricoh's Intelligent eDiscovery Blog

An Introduction to Document Review

Mar 10, 2016 2:36:27 PM | Tiana Van Dyk

Whether you have the Pinto of the review software world, or a fully loaded Ferrari, you need to make important decisions about how you’re going to conduct document review. It’s often said that the Review stage is upwards of 80% of the total cost of Litigation. Without a plan in place, that number can get out of hand very quickly. And as that number rises, so does the chance your clients will have serious questions about your billing practices.

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Topics: EDRM, eDiscovery

The 4 Steps for Ediscovery Processing Basics

Dec 14, 2015 4:37:51 PM | Tiana Van Dyk

The EDRM drafted a Processing Standards Guide in 2015 as a way to collect the ideas of industry leaders regarding various aspects of eDiscovery processing, and provide readers with some guidance to help them make decisions around the many settings and options to choose when processing electronic data. Many people look to resources like this to find exactly which settings to use when they run their documents through software.

The problem with this approach is that there is not a single best practice that fits all cases.

What the processing guide does do is outline some of the common options available to you and explains what they are and what they do. The result is a tool you can use to help make informed decisions about your settings.

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Topics: EDRM, Tiana Van Dyk, eDiscovery

You’ve seen the EDRM model. Now what? Part 3.

Sep 18, 2015 3:59:00 PM | Tiana Van Dyk

Reviewing Results from your Audit

The eMSAT ratings are from 1-5, where 1 is "No Process, Reactive" and 5 is the most mature level “Actively Managed Process, Proactive”.

It is very important to remember that everyone’s requirements are different and that a higher rating is not always necessary. Evaluate your organization based on its size, goals and requirements, and seek assistance from other departments where required to get an accurate picture.

Give it a try...

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Topics: TIP Conference, EDRM, Tiana Van Dyk

You’ve seen the EDRM model. Now what? Part 2.

Sep 17, 2015 1:42:14 PM | Tiana Van Dyk

Performing an Effective Internal Evaluation

Using a tool published by EDRM in 2014, organizations, departments and individuals can now assess their current state of eDiscovery Maturity. The tool, called the eDiscovery Self Assessment Test (eMSAT-1,, provides a series of questions related to the various stages of the model. The eMSAT can be overwhelming, but for the purposes of taking an honest look into your operations, it’s a very powerful tool.

In addition to outlining questions about your processes, the eMSAT provides answers that help guide you in determining where you fit on the spectrum.  The reason these answers are so beneficial is that they give you a glimpse into what each level, including the one you’re aiming for, might look like.  The answers can be very helpful building blocks in your audit process.  You might find that your Production maturity is a level 1, “No Process, Reactive”.  In reading the other answers however, you discover that in your environment, the description for level 3 fits where you’d like to be.  Using this information, you can easily create a roadmap for how to modify your processes over time.

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Topics: TIP Conference, EDRM, Tiana Van Dyk

George Socha to Share Insights about Cross-Border Litigation at TIP 2015

Sep 16, 2015 3:39:36 PM | Marketing

EDRM Co-Founder George Socha, will be returning for the second consecutive year to Technology in Practice 2015.

George Socha is the president and founder of Socha Consulting LLC, an electronic discovery consulting firm; co-founder of ABIKOS; co-founder of Apersee; and co-founder of EDRM. In 2003 he and Tom Gelbmann launched the Socha-Gelbman Electronic Discovery Survey, now Apersee ( and in 2005 they started EDRM (

Mr. Socha is an advisor and expert witness who focuses on the full range of electronic discovery activities. His clients include corporations, governmental agencies, legal vertical market software and services providers, investment firms and law firms. Before launching his consulting firm, George spent 16 years as a litigation attorney in private practice. He received his law degree from Cornell Law School and his undergraduate degree from the University of Wisconsin-Madison.

Socha will be joined by Tiana Van Dyk, Manager of Ediscovery & Litigation Support at Burnet, Duckworth and Palmer in Calgary, and a regular contributor to the EDRM. These two industry thought leaders will be discussing how organizations who are dealing with cross-border litigation have often learned the hard way that ediscovery concerns can impact case outcomes. During their session, you will start to understand the issues you may face including privacy concerns, the transfer of data, jurisdictional differences on how metadata can be used, best practices for addressing those issues, and tactics and strategies to help reduce the risks and costs associated with cross-border ediscovery.

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Topics: TIP Conference, EDRM

You’ve seen the EDRM model. Now what? Part 1.

Sep 15, 2015 3:26:00 PM | Tiana Van Dyk

When George Socha and Tom Gelbmann published the Electronic Discovery Reference Model (EDRM) in 2006, they were looking to provide a model that could be used to address common problems and questions in the eDiscovery space.

It’s now 2015, and the current version of the EDRM represents an industry standard in workflow. Members of the EDRM include leaders in eDiscovery, Technology, Corporate and Legal practice areas who work together to establish defensible guidelines, processes and tools.

Understanding the Stages

Any Litigation event involves at least one of the stages above, but most likely it involves many. To stay organized and provide cost effective, reliable solutions, it’s important that you understand how your work fits within this model. The list below (, provides a brief description of each stage. This list will help you better understand which aspects relate to the work you are looking to complete.

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Topics: TIP Conference, EDRM, Tiana Van Dyk