Electronic Document Review: Strategies for Reducing Costs and Streamlining E-Discovery

Recording of a 90-minute CLE webinar with Q&A

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Conducted on Thursday, July 17, 2008

Course Materials


The volume of electronically stored information (ESI) has grown exponentially over the past several years as almost all data is stored electronically. Because all industries rely on electronic records and communications, the collection, preservation and destruction of ESI require careful planning.

As relevant ESI is stored in a variety of locations and forms, businesses and their legal advisors face the challenge of collecting and reviewing electronic evidence in the event of litigation or a government or internal investigation.

Electronic discovery can be incredibly costly, so counsel face the dual challenge of managing that expense while complying with the amended federal rule requirements to avoid court sanctions.

Listen as our authoritative panel of experienced litigation attorneys offers their perspectives and guidance on electronic document review, including controlling costs and planning for production, search and retrieval of electronic documents.



  1. Considerations for doing electronic document review
    1. Infrastructure
    2. Collection and culling
    3. Chain of custody
    4. Rule 26(f)(3) meet and confer
    5. Native file format(s) v. EDD platforms
    6. Outsourcing and vendor/.asp selection
  2. Planning for production
    1. Document grouping
    2. Privileged documents
    3. Redaction and annotation
    4. Staffing considerations
    5. Establishing online database
    6. Filtering (metadata)
  3. Search and retrieval plan
    1. Factors to consider in evaluating use of search and retrieval methods
    2. Search and retrieval methods
    3. Court treatment
  4. Best practices for electronic document review
    1. Establish procedures for ESI preparedness should litigation occur
    2. Education and training


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?


Todd L. Nunn
Todd L. Nunn

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

Robert D. Brownstone
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

Carolyn Southerland
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

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