Steps to moving E-Discovery to the Cloud – Making it work

September 26, 2013


for proposed steps.  The steps might appear logical, but involving all stakeholders in committee meetings as a first step is a sure way to bring the project to a screeching halt.

I would reverse the steps as follows to be a more agile approach to implementation of moving E-discovery to the cloud

1 – Evaluate the e-discovery platform first and the cloud options second – This is to ensure you have the right e-discovery platform

2 – Assess potential – and realistic – risks associated with security, data privacy and data loss prevention – This is homework to ensure you are prepared to answer questions that will surely come up in regards to data security.  What you will find in most cases is that the solution is going to be more secure.

 3 – Learn the differences between public and private clouds – This is part of security assessment and this step is to reach a decision on which cloud to utilize for your needs.

4 – Run a pilot on a small project before moving to larger, mission-critical matters – this puts the project in action mode

5 – Benchmark your existing e-discovery processes including data upload, processing, review and export. – This is necessary to arm you with information as you sell the move to the cloud.  Once again, you will find that processes in general work faster than behind the firewall if implemented correctly.

6 – Document and define areas of potential cost savings – This is necessary step and required to make the case for transition to the cloud

7 – Leverage the success or adoption of other SaaS solutions in the organization to lessen resistance – This is the start of the sales pitch.  We have done it before & we are now going to adopt similar approach for E-Discovery

8 -Actively involve all stakeholders across multiple departments – Now get into a meeting with all parties. At this stage you are armed with success on a small project, have information on data security, benchmarks and cost to face the “committee”

9 – Develop an implementation plan, including an internal communication strategy – You have the OK, now go Execute!!

10 – Understand you are still the ultimate custodian of all electronically stored information.

Democratization of Social Media Data

March 18, 2013

The state of North Carolina has made available to the general public more than 100k  social media records from selected North Carolina state agencies.

It is a live customer deployment available for others to play around with.  Anyone interested in social media archiving should certainly check it out.


eDiscovery mergers, acquisitions

December 30, 2012

Complex Discovery updated their website….

Small case e-discovery

December 24, 2012

To effectively do it yourself for small cases, requires technical skills and aptitudes to run a multitude of tools and integrate them.  Who in e-
Discovery is trying to address this niche?


leveling the playing field for small law firms in E-Discovery

December 24, 2012

Salient points are:

  • Hammer out a phased discovery plan— Agree to limit initial collection efforts to the key custodians so that if initial efforts do not get what is needed, then a new, expanded phase of discovery can begin. This limits the scope of discovery without handcuffing parties later.
  • Limit the number of custodians — Not everyone involved in a given case will have a smoking gun email. Each custodian removed from the list can save time and expense in collecting data.
  • Limit the search terms — Too many search terms or terms that are too broad will produce too much ESI to process and review.

E-discovery for everybody

December 24, 2012

very nice article –

The vast majority of cases filed, developed and tried in the United States are not multi-million dollar dust ups between big companies. Solo and small firm counsel need affordable, user-friendly tools designed for ediscovery–tools that preserve metadata, offer efficient workflow and  handle the common file formats that account for nearly all of the ESI seen in day-to-day litigation.

The pieces with low cost or open solutions are there, though the integration falls short.  Sam Walton became the richest man of his era by selling to more for less. There’s a fast growing need…and a huge emerging market.

eDiscovery Pet Peeves

December 18, 2012

eDJ’s listed pet peeves….

Do you have your own?

Predictive Technology Vendor Poll

December 17, 2012



Cost to Review 1 GB of Data

December 6, 2012

Estimated cost to review 1 GB of data without predictive coding technologies is around $18,000.


Buying eDiscovery?

December 6, 2012

Entertaining read…