- Investigates discovery disputes
- Interviews
IT staff at each party to identify and document sources of data and
estimate volumes to inform decisions about preservation, collection
- Documents scope for preservation, collection
and processing
- Proposes alternatives for processing, review
and production to streamline cost and time
- Evaluating the marginal utility of collecting,
processing, reviewing and producing different sources of information
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- Determining with client IT and counsel the
necessary preservation actions and documenting the decisions
- Development of a work plan and
schedule
- Analysis with client IT and counsel of
requirements for outside services and/or software tools
- Preparation of request for bids and analysis of
responses, with recommendation of best fit for the money
- Project risk assessment and management
- Team communications, including progress
reporting and dashboards
- Development of discovery plan as required by
Rule 29.1
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- Assessment of current end-user and corporate IT
practices related to management of information
- Education related to e-discovery risks
associated with IM/IT practices
- Identification of weaknesses and corrective
short-term action if required
- Work with end-users and IT to understand their
business needs and the way they currently use technologies
- Work
collaboratively with end-users and IT/Records to develop IM processes
and policies that are adapted to the way they need to work
- Recommendations regarding implementation of new
IM tools or adaptation of existing tools
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