For the past 15 years I have seen providers modifying, revising and ‘updating’ the EDRM model to better suit their products or services. A fast image search for ‘New EDRM’ brings up some lovely examples. I view Zapproved model as being more aspirational than practical based on what I see in most corporations. Zapproved’s EDMM imagines that discovery takes place inside corporate info governance [...]
As I listened to an interview with Mary Trump about how she turned over financial documents to the New York Times it got me thinking about all the incredibly sensitive information just parked at firms world wide for inactive/settled matters. Fred Trump’s contested will was settled in 2001. Those 19 boxes of documents sat at her law firm for roughly 17 YEARS before she [...]
The headline got me excited that this new MSFT O365 package might enable my clients to better monitor policy and data management compliance. The reality seems pretty weak. Agentless monitoring of desktop and MS Edge actions such as downloads, forwards to banned domains, etc. We have been able to see those in logs for years and to create custom log based alerts. The new [...]
The above snippets are just two good examples of how preservation language and issues have evolved since Craig wrote his first exemplar preservation letter for the community back in 2006. I frequently review client preservation/record management policies, protocols and compliance practices to spot issues such as those called out above. I just wish that every plaintiff wrote their interrogatories and preservation demand letters in [...]
My philosophy is once a client, always a client. Got what seemed to be a typical referral request from a counsel I had recently supported on a corporate client matter. The classic, “Who do you recommend for Relativity hosting?” quickly went down a rabbit hole of new generation data sources, foreign language docs and such that wrote off any of the new self-service providers/platforms. [...]
Excel tool for corporate legal departments considering adding an on-premise or cloud based eDiscovery platform that covers legal holds through review and production. This tool is derived from the eDiscovery Matrix and is a fairly narrowly focused version of broader RFP tools used for eDJ Group clients over the last decade. eDiscovery Journal members are welcome to use and modify this tool with attribution [...]
Volume, cost and time estimation Excel spreadsheet tool originally developed by the EDRM Metrics IV group. Made available since this tool is no longer available as source material on the EDRM Duke site. It was the principal work product of Greg Buckles, Eric Derk and Jack Halprin. Although some of the assumptions are dated, the UTMBS codes are still valid and the formulas are [...]
Ideally case studies lay out enough information about the challenges, pain points, approach strategies and metrics to calculate a decent ROI and give readers a peak into solving a particular problem. This SEC inquiry case study focuses on search/review/production issues for new generation collaboration systems like WhatsApp. Deduplication and conversation thread reconstruction is indeed a pain point, especially when execs were using multiple mobile [...]
I would guess that 80-90% of all eDiscovery articles, blogs, webinars, white papers, etc. are directly or indirectly paid PR pieces. I do not have issues with vendor backed content as long as the financial relationship is clearly disclosed so that the reader can watch for any hidden bias or agenda. When Barry Murphy and myself started the eDiscoveryJournal blog back in 2008 it [...]
While I am happy to see nimble cloud eDiscovery providers tackling the processing/review of mobile device ESI, I still want to see practical solutions for ongoing mobile device preservation and remote collection.