e-Discovery Origins: Zubulake | e-Lessons Learned

e-Lessons Learned is a great blog for following case law updates in the e-discovery world. As they point out below, anyone getting started in understanding why we do what we in e-discovery should learn about the Zubulake case.


Welcome to our signature feature, e-Discovery Origins: Zubulake, designed to give readers a primer on the e-discovery movement through blog posts about Zubulake, the series of court opinions that helped form the foundation for e-discovery. e-Discovery Origins: Zubulake takes each Zubulake decision and distills its key elements into what has become our trademark – simple, witty, easy to understand e-Lessons.

e-Discovery Origins: Zubulake also takes a behind-the-scenes look at those who have most influenced the e-discovery movement and offers insight into their contributions. As one leading e-discovery guru put it, “if you are a novice to e-discovery case law this is a must read.”

via e-Discovery Origins: Zubulake | e-Lessons Learned.

How to Manage an ESI Review Team

The following links point to a series of posts from the E-Discovery Daily Blog. The focus of the content walks you step by step in best practices for managing an e-discovery document review team.

1.       Introduction

2.       Clearly Define Objectives

3.       Get a Handle on the Document Collection

4.       First Steps in Drafting Criteria

5.       Drafting Responsive Criteria – a Step-by-Step Guide

6.       Drafting Privileged Criteria

7.       Applying Topic Codes in the Document Review

8.       Identify a Project Manager

9.       Prepare a Review Plan

10.   Assembling the Project Team

11.   Training a Review Team

12.   Starting the Project

13.   Keeping Decisions in the Hands of the Attorneys

14.   Ensuring High-Quality, Consistent Work

15.   Keep the Staff Motivated

16.   Use the Team’s Knowledge

Analysis Guide « The Electronic Discovery Reference Model

Analysis of your ESI Management & Workflow throughout the lifecycle of the matter is extremely important. Review this section of the EDRM to understand how to manage your ESI process in a defensible manner.

Analysis Chart

Aim: To develop, facilitate, test and validate processes for handling e-discovery efforts.

Goal: Assess and understand ESI throughout the life of the case for the purpose of making educated decisions and developing a defensible, strategic plan.

via Analysis Guide « The Electronic Discovery Reference Model.

Review Guide « The Electronic Discovery Reference Model

EDRM Document Review Workflow Chart

Aim: To gain an understanding of document content while organizing them into logical sub-sets in an efficient and cost effective manner.

Goal: Develop facts, reduce risk, reduce cost, leverage technology, facilitate collaboration and communication.

via Review Guide « The Electronic Discovery Reference Model.

This is a pretty in-depth overview of what you need to know to successfully plan and manage a document review.

Key Learning Points include:

  • Review Technology, Process & Workflow
  • Review Team Management
  • Vendor / Service Provider Selection
  • Reporting and Metrics

Identification Guide « The Electronic Discovery Reference Model

Identification Workflow Chart

Aim: To identify subject matter experts, resources involved, potential sources of data; to determine the depth and breadth of potential liability; to aggregate information sources for developing course of action.

Goal: Evaluate, leverage and mitigate.

via Identification Guide « The Electronic Discovery Reference Model.

View the Table of Contents for this section of the EDRM