Turn discovery chaos into an EDRM plan
Build a staged discovery plan using EDRM phases so preservation, collection, review, and production do not blur.
A broad request asks for all Project Atlas documents, but the team has not separated identification, preservation, collection, review, and production decisions. EDRM staging: identify -> preserve -> collect -> process -> review -> analyze -> produce Treating 'we need discovery' as permission to collect everything immediately creates review volume, privilege exposure, and unclear proportionality arguments. Before Collect all Project Atlas documents from everyone who might know something. Review after processing. After Identify five custodians and three systems. Preserve broader deletion risk. Collect approval emails and contract workspace first. Expand only if hit reports show finance or support discussions outside…
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in