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eDiscovery Best Practices Guide

eDiscovery Best Practices Guide


Increase the organization's eDiscovery maturity score by documenting and implementing the right processes.

BIA has helped many corporations and law firms fine-tune their internal eDiscovery practices by documenting and then helping implement the processes and procedures necessary to ensure effective, secure and legally defensible eDiscovery practices within the organization.

All your eDiscovery processes and best practices in one place.


Customized to fit your organization's litigation and regulatory profile.

eDiscovery Best Practices Guide

Our custom-made, comprehensive eDiscovery Best Practices Guide ensure every legal matter is handled consistently and correctly.

With versions for both law firms and corporations, these eDiscovery Best Practice Guide help organizations create clear, effective and defensible processes to successfully and confidently navigate the complex eDiscovery process.

The best part is that these playbooks are not one-size-fits-all. Every eDiscovery Best Practices Guide is customized specifically for the firm or corporation, ensuring all internal and external requirements and expectations are met.

With BIA’s eDiscovery Best Practices Guide, you can:

  • Increase efficiency and reduce risk
  • Establish clear workflows
  • Develop defensible, reliable and repeatable eDiscovery processes
  • Ensure consistent results
  • Protect your company, your clients and your data
  • Lower eDiscovery costs
  • Shorten the litigation lifecycle
  • Maintain control of your data throughout the entire eDiscovery process
  • Inspire confidence in team members, vendors and outside counsel
  • Assemble an effective working group of the right people and technical resources
  • Be fully prepared to successfully and thoroughly address your eDiscovery processes in meet-and-confer, judicial status conferences and more

The guide consists of specific protocols, best practices, direction on assembling an eDiscovery team and a series of checklists covering topics ranging from the first matter kick-off call to final document production protocols.

Implement eDiscovery Best Practices Across All Areas

Each eDiscovery Best Practices Guide provides detailed information covering multiple areas, including:

  • Legal holds and custodian questionnaires
  • Data collections and processing
  • Data filtering and search terms
  • Document review protocols
  • Technology Assisted Review (TAR)
  • Productions
  • Quality control
  • Clawbacks
  • Re-use of previous work product
  • And more

The BIA eDiscovery Best Practices Process


An easy-to-use reference book that inside counsel, outside counsel and others rely on for direction throughout an eDiscovery project.

1

Review Current Needs

BIA works with your legal team to review your current needs and begins to map out the specifics for each area of eDsicovery.
2

Prioritize Process Requirements

BIA takes a practical approach to ensuring only the priority issues are focused on so that critical process management is solved first.
3

Implement Process Changes

BIA works with in-house counsel, IT and your outside attorneys to implement processes that make sense, starting with the most important current matters.
4

Ensure Processes Work

Implementing processes and best practices in a vacuum never works. BIA makes sure to look at what has been done and tune it accordingly.
5

Draft Practice Guide

BIA gathers all of the specifics of the previous few stages and drafts and finalizes an electronic and paper version of the custom eDiscovery practice guide for the organization to use going forward.
6

Train Staff and Check

BIA works to train the appropriate staff within the organization so that those eDiscovery best practices are not just words on a page but are actually used every day in supporting the organization's legal matters.

Ready to speak with our eDiscovery experts?


Our professionals are ready to listen and understand your needs while providing the best advice.

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