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Searching through potentially millions of documents to satisfy the demands of courts or regulators is an expensive and time-consuming task. The right e-discovery tools can automate parts of the task.


  • There are many aspects to an e-discovery strategy that go beyond the implementation of e-discovery tools.

Features and Benefits

  • Explains why it is important to put together an e-discovery strategy before requests are received.
  • Identifies the key drivers for e-discovery, which should resonate with any organization.

Key questions answered

  • How should an e-discovery strategy be developed?
  • Why do the business drivers for e-discovery determine the strategy?

Table of contents


  • Catalyst
  • Ovum view
  • Key messages


  • Recommendations for enterprises
  • Recommendations for vendors

In optimizing e-discovery processes, focus on the basics first

  • Ensure you know the difference between e-discovery and search
  • Most e-discovery vendors follow the EDRM framework
  • Do you know what content you have?
  • Why specialist e-discovery tools are required

The business drivers for e-discovery should determine the strategy

  • Are you in a heavily regulated industry?
  • Are you aware of the risks that lurk in your mountains of content?
  • Be prepared to discover content for a wide range of reasons

A step-by-step guide to the development of an e-discovery strategy

  • Understand your objectives and where discovery requests may come from
  • Create an internal project team and decide where external help will be required
  • Select your strategy and implementation partner
  • Assign tasks to internal and external participants
  • Assess your current ability to handle e-discovery
  • Get your content house in order
  • Understand the risks posed by your content
  • Put into place policies and procedures to manage e-discovery
  • Select an e-discovery solution
  • An e-discovery strategy is not a one-off exercise


  • Methodology
  • Further reading
  • Author

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