Litigation readiness assessment and eDiscovery response planning for growing company

Oct 4 2019

Company with growing litigation profile engaged eMerge to assess its current eDiscovery and litigation response plans and processes to identify potential issues and craft an appropriate strategy for managing ESI, including implementing and releasing legal holds.

The Challenges

• Client implementation of new technologies and tools, including migration to Microsoft Office 365, required new approaches to legal hold and litigation response process
• Lack of coordination between IT, legal, and business units created divergent data sources, potential gaps in preservation, and unclear chain of authority
• Legacy systems and document retention practices created large volumes of data with no business purpose
• Limited and outdated documentation related to systems and processes

eMerge Solutions

Legal & Technology Consulting

• Conducted interviews of client IT, legal, HR, and business staff to assess specific concerns, current processes, litigation profile, and key systems for preservation and collection
• Reviewed current legal hold, data use, and records retention policies
• Drafted litigation readiness assessment identifying specific low, medium, and high risk areas for consideration and suggesting options for remediation
• Provided training to client’s IT and legal team on use of Office 365 compliance tools, including legal hold, collection, and analysis
• Consulted with client regarding options for preservation of mobile devices, including both legal and technical risks and benefits
• Drafted litigation response plan, including template legal hold and tracking forms