eDiscovery Consulting & Strategy
End-to-end eDiscovery consulting and strategy for companies and law firms navigating electronic discovery, from early case assessment through collection, review, and production — guided by our proprietary eDiscovery Playbook™.
eDiscovery Consulting & Strategy capabilities
Early Case Assessment
In-depth analysis of a matter at the outset to clarify the nature and scope of the data, identify potential sources of relevant information, and surface the risks and challenges that should shape discovery strategy. This enables clients to focus their efforts and reduce exposure to sanctions.
Data Mapping and Identification
We map the data landscape, identify potential sources of relevant information, and develop a plan for collecting and processing data in a defensible, cost-effective manner so review can be prioritized efficiently.
eDiscovery Project Management
End-to-end management of an eDiscovery project, from collection and processing through review and production, using a project management methodology that emphasizes communication, transparency, and efficiency to keep matters on time and within budget.
Litigation Readiness and Response Planning
We help organizations prepare for electronic discovery by developing comprehensive plans addressing data preservation, collection and processing, review and production, and data security, so they can respond quickly and effectively to any discovery request.
Technology and Workflow Optimization
We apply proprietary technology and proven workflows to process and review large volumes of data efficiently and cost-effectively, tailoring the approach to each matter's goals and budget.
The eDiscovery Playbook™
Our proprietary eDiscovery Playbook™ gives organizations the frameworks and strategies to build or strengthen an eDiscovery program, integrating legal, business, and technology best practices into a single actionable guide that lowers cost, speeds clarity, and reduces overall eDiscovery liability.
eDiscovery Consulting & Strategy — matters we are engaged for
Nobody knows where the data actually lives
The organisation has migrated platforms, acquired companies and accumulated shadow systems. A data map that reflects reality rather than the org chart is the precondition for any defensible collection.
Cost has to be estimated before scope is known
Counsel needs a number for a budget or a proportionality argument while the scope is still moving. Early case assessment on a sample gives a defensible estimate rather than a guess.
A proportionality argument needs evidence
Rule 26(b)(1) weighs burden against likely benefit, and a burden asserted without measurement rarely persuades. Quantifying the actual volume, cost and time is what makes the argument.
The same organisation keeps relitigating the same issues
Each new matter re-solves preservation, mapping and vendor selection from scratch. A standing readiness plan converts that recurring cost into a one-time one.
eDiscovery Consulting & Strategy — frequently asked questions
What does an Early Case Assessment provide?
It delivers an in-depth analysis of a matter early on, including the nature and scope of the data, potential sources of relevant information, and the associated risks and challenges, so clients can make informed decisions about how to proceed and focus their discovery efforts.
How do you help control discovery costs?
Through early case assessment, targeted data mapping, defensible collection planning, and proprietary technology and workflows that let us process and review large volumes of data efficiently, we help clients prioritize review and minimize unnecessary cost and risk.
Can you manage an entire eDiscovery project end to end?
Yes. We provide full project management from data collection and processing through review and production, applying a methodology built on communication, transparency, and efficiency to keep the project on time and within budget.
How do you help an organization prepare before litigation arises?
Our Litigation Readiness and Response Planning service develops a comprehensive plan covering data preservation, collection and processing, review and production, and data security, including litigation hold implementation, so the organization can respond quickly and effectively when a discovery request arrives.
Do you tailor your approach to each matter?
Yes. Every case is unique, so we work closely with each client to understand their goals and develop customized solutions suited to their specific needs and budget, with regular updates and clear reporting throughout the project lifecycle.
What is the eDiscovery Playbook™?
The eDiscovery Playbook™ is our proprietary, integrated framework of legal, business, and technology best practices for establishing or strengthening an eDiscovery program — helping organizations manage eDiscovery, lower costs, gain faster clarity on the issues, respond to litigation requests, and reduce overall eDiscovery liability.
eDiscovery Consulting & Strategy — questions, terms and comparisons
eDiscovery experts who testify to this work
Full expert panel →
Daniel B. Garrie
Founder
Expert Witness Testimony · eDiscovery Strategy
Roland Cloutier
Expert Consultant
Expert Witness Testimony
Gary Corn
Director, Technology, Law & Security, American University
Expert Witness Testimony
Our experts serve as court-appointed special masters, forensic neutrals, and arbitrators — 40 appointments are listed by matter and citation.