Know what you’re looking for before you start discovery

Our comprehensive discovery checklist can serve as your guide so you keep track of what you’re seeking and where and can pivot quickly if needed.
From looking at data sources to analyzing legal hold and production orders to thinking about production formatting – every single element plays a key role in your discovery process.

Know what you’re looking for before you start discovery

Our comprehensive discovery checklist can serve as your guide so you keep track of what you’re seeking and where and can pivot quickly if needed.
From looking at data sources to analysing legal hold and production orders to thinking about production formatting – every single element plays a key role in your discovery process. Need to talk it through with an expert?

What this checklist does

It suggests 8 key discovery areas to consider that help you:
  • Avoid sloppy, self-guided collection
  • Find critical storehouses before the 11th hour
  • Sort out who on the team will be playing key roles
  • Eliminate clunky data duplication
  • Think about a defensible process as a litigation strategy

IF YOU’RE IN THE EARLY DAYS OF DISCOVERY,
THIS CHECKLIST IS FOR YOU

Taking concrete steps early can help avoid surprises and headaches later.


This checklist is meant for moments when:

  • You’re sorting out your plan to deal with production demands
  • Resources are already maximized and you need to be strategic
  • You suspect there may be data all over the place
  • You need a plan to deal with countless duplicates
  • Assembly and delivery are on your radar
Strategic planning at the outset can help make sure everyone stays together through the process.
Talk to an Expert Now

Need to tell your clients to ‘push pause’ on data collection?

Download our copy-and-paste email templates you can send to your clients with clear instructions for handling collection.
Get client collection email templates

NEED A SECOND SET OF EYES?

If discovery is already in motion and you want a quick sanity check, give us a call.
Talk to an Expert

If you’re weighing whether you need to move forward or press pause in discovery:

Download the checklist or talk it through with someone who handles these situations every day. 

Schedule Your eDiscovery Consultation