our process

Our proprietary eDiscovery process at The Discovery Experts sets us apart in the field of litigation support. From the initial meeting to understand your case to the development of a customized discovery plan, every step is designed with precision and expertise. We conduct thorough custodian interviews, guide data collection, and establish budgets with accuracy. Our discovery motions consulting and review protocol development ensure seamless management of your case. With customized reporting and real-time budget analysis, our process offers clients unparalleled clarity, control, and strategic advantage, making us uniquely positioned to meet all your litigation needs effectively.

SmartDiscovery Protocol

Initial Meeting

  • Meet with General Counsel to understand the case, outside counsel, and expectations

  • Meet with outside counsel to discuss initial case strategy and learn discovery experience and preferences

  • Meet with lead project personnel to replay key project events and determine the relationship with opposing party

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Data Identification

  • Conduct custodian interviews with key project personnel

  • Guide corporate IT to collect and preserve relevant data

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Establish Budget

  • Process data and establish monthly hosting budget

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Formulate Plan

  • Develop timelines for each phase of discovery

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Discovery Motions Consulting

  • Draft initial ESI protocol for outside counsel

  • Prepare counsel for “Meet and Confer” hearing

  • Prepare defense from Motions to Compel

  • Analyze opposing party production for gaps or missing data

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Develop Review Protocols

  • Create review and production strategy

  • Develop review strategy for analyzing opposing and third-party productions

  • Train and manage contract attorney review when applicable

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Customized Reporting

  • Monthly reporting to client and outside counsel

  • Real-time budget analysis and updates

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