eDiscovery Readiness Review

Service Description

Avoid costly discovery mistakes before vendors, platforms, or collections are engaged. The eDiscovery Readiness Review is a focused, vendor-neutral advisory assessment designed to help attorneys, law firms, fiduciaries, and legal teams evaluate their preparedness to handle electronically stored information (ESI) in a defensible, efficient, and cost-controlled manner. Rather than jumping straight into tools or vendors, this review addresses the strategic decisions that matter most early—how data should be identified, preserved, scoped, and managed to reduce risk, avoid sanctions, and prevent unnecessary discovery spend. This service is advisory and diagnostic, not technical execution. You receive clarity, structure, and a roadmap—without being locked into any specific platform or provider. What the Review Covers ✔ Identification and mapping of potential ESI sources ✔ Discovery workflow and lifecycle readiness ✔ Risk assessment for preservation, spoliation, and defensibility ✔ Litigation hold considerations at the policy and process level ✔ Case scoping and proportionality considerations ✔ Vendor-neutral guidance on next steps What You Receive ✅ 60–90 minute advisory consultation ✅ Written Readiness Summary outlining risks, gaps, and priorities ✅ Actionable recommendations tailored to your matter or practice ✅ Clear next-step guidance before engaging vendors or platforms Who This Is For ✅ Attorneys preparing for discovery in litigation or probate matters ✅ Small and midsize firms seeking defensible discovery workflows ✅ Fiduciaries and executors navigating digital evidence issues ✅ Legal teams wanting clarity before committing to vendors or tools Why This Review Matters ✔ Reduce the risk of sanctions and spoliation claims ✔ Avoid over-collection and unnecessary discovery costs ✔ Make informed decisions before engaging vendors ✔ Establish defensibility from the very beginning ✔ Gain confidence navigating discovery without technical overwhelm Scope Note This service does not include data collection, processing, hosting, document review, or production. It is designed to help you make informed, defensible decisions before those steps occur. Optional Next Steps Depending on your needs, recommendations may include targeted education, compliance diagnostics, or referral to trusted service providers. Any next steps are optional and based on your specific situation. $1,250 flat fee. $500 deposit at booking; $750 due on delivery (3–5 days).