Mastering eDiscovery Project Management

Let’s dive deeper into each aspect of Mastering eDiscovery Project Management with our panel of industry experts.

Project Set Up and Start:

- This phase involves comprehensive planning, including defining project goals, scope, and objectives.

- Establishing team roles, responsibilities, and communication protocols to ensure clarity and accountability from the start.

- Conducting initial data assessment and identifying potential challenges to be addressed proactively.

Budget and Spend:

- Developing a detailed budget that accounts for all project expenses, including technology, personnel, and vendor costs.

- Implementing cost control measures to monitor spending and ensure adherence to budgetary constraints.

- Continuously evaluating spending against budget forecasts and making adjustments as necessary to optimize resource allocation.

Technology and Vendor Selection:

- Conducting thorough evaluations of available technology solutions and selecting the most suitable tools based on project requirements.

- Assessing potential vendors based on their expertise, reliability, and cost-effectiveness.

- Working with all the key stakeholders, you must understand and outline the ESI protocols – and sometimes, make changes and edits as necessary.

- There also needs to be considerations around the cost of collections and cost of production. Enforce the ESI agreements, with the kinds and types of data sources (formats) and making sure to understand the limitations of the metadata. This is particularly important in parts of the world where communication is made exclusively through platforms like Whatsapp and Wechat - emails, documents, and contracts are not used.

- Negotiating contracts and establishing service level agreements (SLAs) to ensure vendor accountability and performance. This is particularly important as the use of Generative AI increases, – tools to produce documents (take a few min) preservation discussion with the client. There are new types of data and it’s critical in your vendor selection process to employ qualified partners who are experts in the platform or source data, to be able to pull the data and review.


- Establishing regular communication channels and protocols to facilitate collaboration among team members, stakeholders, and clients.

- Providing timely updates on project progress, milestones achieved, and any issues or risks that may arise.

- Encouraging open dialogue and addressing concerns promptly to maintain transparency and trust.

Reporting and Metrics:

- Developing robust reporting mechanisms to track key performance indicators (KPIs) and project metrics.

- Analyzing data to identify trends, patterns, and areas for improvement.

- Generating regular reports for stakeholders to provide insights into project status, progress, and outcomes.

Deadline and Timelines:

- Establishing clear timelines and milestones for project deliverables and activities.

- Monitoring progress against deadlines and taking proactive measures to mitigate any delays or bottlenecks.

- Communicating effectively with stakeholders to manage expectations and ensure alignment with project timelines.

Workflow and Quality Control:

- Designing efficient workflows and processes to streamline project execution and maximize productivity.

- Implementing quality control measures, such as quality assurance checks and peer reviews, to uphold data integrity and accuracy.

- Continuously evaluating and refining workflows to improve efficiency and effectiveness over time.

Productions and Close Out:

- Executing final data productions in accordance with project requirements and deadlines.

- Conducting comprehensive project reviews to assess outcomes, identify lessons learned, and capture best practices.

- Formalizing project closure activities, including archiving project documentation, finalizing billing, and conducting post-project evaluations for continuous improvement.

NOTE: This presentation is for educational and informational purposes only, and nothing contained herein constitutes legal advice. All opinions are those of the presenters, and do not represent the opinions of any organization with which the presenters are affiliated.

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Topics: Project Management,Planning, Budget Management, Technology and Vendors, Reporting and Metrics, Analysis,Workflow and Quality