Setup & Planning

WHAT YOU GET

The most efficient and defensible e-discovery approach customized to your case, and a successful working relationship between in-house counsel, outside counsel, the review team and SFL Data.

• Kick off call or meeting to set initial expectations, workflow, timeline, SFL Data’s role
• Details about the matter, deadlines, priorities
• Scope of discovery, discuss approach and strategy
• Meet and confer preparation
• Document and share next steps, deadlines, custodian list with data sources and priority

KEY COMPONENTS

• SmartSetup™: Using a selection of proprietary checklists and process flows our industry experts lead clients through the steps from case filing to data collection
• Our data identification, preservation planning and litigation hold administration services ensure that you do not run the risk of costly sanctions for not ‘casting the net’ effectively
• We support you through the Meet and Confer process, including ensuring that ESI agreements are constructed reasonably and to facilitate efficiency
• We digest all the key matter details, including reviewing the complaint, and understanding all key deadlines and priorities
• Our case kick-off process ensures that the early scoping, approach and strategy decisions are made with a view towards the efficiency and defensibility of the downstream discovery process
• We document all next steps, deadlines and data