Document Production

  • The Modern Attachment
    Legal Updates

    The Modern Attachment: How to Handle Hyperlinked Documents in Emails

    Document management systems allow users to send a link to a document directly from the system, ensuring that all recipients receive the same, most up to date version, and, often most importantly when it comes to efficiency, ensuring that only one person is working in a draft document at a time. When we email links to these documents, the document itself is not attached to the email; rather, a hyperlink to the document where it is housed on the document management system is attached. As an e-discovery professional, my next thought is….how do we handle these links in discovery? At least one court has grappled with this question and its decision sheds new light on how we can handle hyperlinked attachments in our own cases.

  • Phases
    Legal Updates

    Finding Proportionality in a Phased Approach to E-Discovery

    Two recent decisions highlight the usefulness of phased e-discovery as a tool to satisfy Rule 26(b)(1)’s ever-important proportionality requirement. Model orders for patent cases in numerous courts require phased discovery, typically phasing email discovery to occur after other discovery and only if deemed necessary. However, phased discovery is becoming prevalent in other types of cases as well.

  • Checklist
    Technology Advantage

    Electronic Production Checklist

    It’s a Friday afternoon and your weekend is about to start…and yes - you guessed it…a last minute production request comes in and your plans are no longer the same. Like many other e-discovery professionals, I’ve been in this position too many times to count. To ensure that I remember all of the various conditions that should be considered and checked and double-checked in preparing productions, I recommend using a checklist to make sure you are top of all of it!