Practice Guide: ED104 – Time to Make the Donuts: Processing Fundamentals
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Matthew Verga is an attorney, consultant, and eDiscovery expert proficient at leveraging his legal experience, his technical knowledge, and his communication skills to make complex eDiscovery topics accessible to diverse audiences. A fifteen-year industry veteran, Matthew has worked across every phase of the EDRM and at every level, from the project trenches to enterprise program design. As Director of Education for Consilio, he leverages this background to produce engaging educational content to empower practitioners at all levels with knowledge they can use to improve their projects, their careers, and their organizations.
Summary
The range of potential electronically-stored information (ESI) sources is continually multiplying and diversifying. In order to work with that diverse range of materials during assessment, during review, at depositions, and at trial, we need a way to avoid using as many different pieces of software as there are types of sources and a way to enable searching and document identification across different source types. It is for these reasons that we need processing. Moreover, ESI processing for discovery is one of the areas in which legal practitioners need some level of understanding to fulfill their duty of technology competence for eDiscovery.
Although it is often given short shrift compared to the steps that come before it (identification, preservation, and collection) and after it (assessment, review, and production), effective processing is critical to the success of those downstream steps and includes a variety of important technical decisions that can have substantive effects. For example, if processing is not performed correctly, or if the wrong decisions are made, searches can be rendered unreliable, materials can be rendered unusable, and production options may be affected. In this free Practice Guide, Consilio Director of Education Matthew Verga, Esq., reviews the fundamentals legal practitioners need to know about processing.
In this Practice Guide
- Essential Steps and Common Tools
- Common Errors and Special Cases
- Content Filtering Options
Key Insights
- The Four Core Activities
- The Limits of Content Filtering
- Potential Additional Steps
Summary
The range of potential electronically-stored information (ESI) sources is continually multiplying and diversifying. In order to work with that diverse range of materials during assessment, during review, at depositions, and at trial, we need a way to avoid using as many different pieces of software as there are types of sources and a way to enable searching and document identification across different source types. It is for these reasons that we need processing. Moreover, ESI processing for discovery is one of the areas in which legal practitioners need some level of understanding to fulfill their duty of technology competence for eDiscovery.
Although it is often given short shrift compared to the steps that come before it (identification, preservation, and collection) and after it (assessment, review, and production), effective processing is critical to the success of those downstream steps and includes a variety of important technical decisions that can have substantive effects. For example, if processing is not performed correctly, or if the wrong decisions are made, searches can be rendered unreliable, materials can be rendered unusable, and production options may be affected. In this free Practice Guide, Consilio Director of Education Matthew Verga, Esq., reviews the fundamentals legal practitioners need to know about processing.
In this Practice Guide
- Essential Steps and Common Tools
- Common Errors and Special Cases
- Content Filtering Options
Key Insights
- The Four Core Activities
- The Limits of Content Filtering
- Potential Additional Steps
