Electronic Document Review: Strategies for Reducing Costs and Streamlining E-Discovery
Recording of a 90-minute CLE webinar with Q&A
Outline
- Considerations for doing electronic document review
- Infrastructure
- Collection and culling
- Chain of custody
- Rule 26(f)(3) meet and confer
- Native file format(s) v. EDD platforms
- Outsourcing and vendor/.asp selection
- Planning for production
- Document grouping
- Privileged documents
- Redaction and annotation
- Staffing considerations
- Establishing online database
- Filtering (metadata)
- Search and retrieval plan
- Factors to consider in evaluating use of search and retrieval methods
- Search and retrieval methods
- Court treatment
- Best practices for electronic document review
- Establish procedures for ESI preparedness should litigation occur
- Education and training
Benefits
The panel reviewed these and other key questions:
- What are the primary considerations for counsel before conducting an electronic document review?
- What are the key steps in planning for production of electronic evidence?
- What IT issues must every attorney understand in developing an approach to ESI search and retrieval?
- What are best practices for implementing an electronic document review?
Faculty

Todd L. Nunn
Partner
K&L Gates
He is a member of the firm's E-Discovery Analysis and Technology Group (E-DAT) and advises clients on e-discovery... | Read More
He is a member of the firm's E-Discovery Analysis and Technology Group (E-DAT) and advises clients on e-discovery issues, document preservation and discovery response planning.
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Robert D. Brownstone
Law and Technology Director; Chair, EIM Group
Fenwick & West
He advises clients on electronic discovery, information-security, electronic information management and on... | Read More
He advises clients on electronic discovery, information-security, electronic information management and on retention/destruction policies and protocols. A nationwide advisor, speaker and writer on many law and technology issues, he is frequently quoted in the press as an expert on electronic information.
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Carolyn Southerland
Managing Director
Huron Consulting Group
She has more than 20 years experience as a commercial litigator and has extensive experience in developing processes... | Read More
She has more than 20 years experience as a commercial litigator and has extensive experience in developing processes and strategies in the electronic discovery arena. She establishes procedures for gathering electronic data, searching and culling the data, structuring online databases, and managing the review and production of electronically stored information.
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Strafford will process CLE credit for one person on each recording. All formats include course handouts.
CLE On-Demand Audio