Unveiling the Hidden Treasures in Your Case Load to Develop Workflow Templates

In the rapidly evolving landscape of eDiscovery, consistency in workflows is crucial for corporate legal departments. It enhances efficiency, provides global reporting capabilities, mitigates legal risks, supports the use of innovative technologies and fosters collaboration.


Repeatable workflows across eDiscovery projects within a corporate caseload ensure consistency and efficiency in the corporate legal department. By establishing standardized procedures, organizations can optimize the use of resources, streamline their processes, reduce errors, and minimize the time required to complete each phase of the eDiscovery lifecycle. In addition, consistency eliminates the need for ad-hoc decision-making. It ensures that team members follow a predefined path, resulting in increased productivity and a clear understanding of roles and responsibilities.

Global Reporting

The consistency provided by standardized workflows also allows for global reporting. The legal team can establish reporting milestones when all outside firms follow the same processes. The analytics provided in these reports make it possible for the decision-makers to compare apples to apples across firms to control costs and set each matter up for success. Historical data is also an excellent tool for verifying the efficacy of the templates and making the inevitably-necessary adjustments.

Risk Mitigation

Inconsistencies in eDiscovery workflows can expose corporate legal departments to significant legal and regulatory risks. These inconsistencies can lead to incomplete or inadequate data collection, preservation,  or production, potentially triggering negative consequences: spoliation claims, sanctions, or adverse inferences. By implementing consistent workflows, the legal team can ensure that all relevant data is identified, preserved, collected, analyzed, reviewed and produced appropriately, reducing the likelihood of such risks.

Leveraging Technology and Innovation

By developing standardized workflows, teams can leverage technology and innovation effectively. In addition, by implementing standardized processes, organizations can better integrate cutting-edge eDiscovery tools and technologies into their workflows. This integration enables law departments to harness the power of artificial intelligence, machine learning, and advanced analytics to streamline data processing, enhance search capabilities, and efficiently identify relevant information.

Enhanced Collaboration

Consistent workflows also promote collaboration and consensus within corporate legal departments and across teams involved in the eDiscovery process. For example, when outside firms and the internal team follow the same procedures, it becomes easier to coordinate efforts, share information, and maintain clear lines of communication. And clear guidelines across firms make it easier for firms to collaborate as needed. Ultimately, consistency fosters a cohesive working environment, ensuring all stakeholders are aligned and working towards the same goal.

Tailoring Workflows for Different Matter Types

When developing workflows, it is essential to recognize that different practice areas and their related cases require tailored approaches. One standardized workflow does not fit all scenarios, as each case has unique characteristics and requirements. By adapting workflows to specific case types, corporate legal departments can enhance their effectiveness and reduce unnecessary costs.

Litigation Cases: In litigation cases, the primary objectives are to meet the discovery requirements and to build a solid case to ensure the best possible outcome, whether the case goes to trial or settles. Workflows in these cases should prioritize efficient processing and review of large volumes of potentially relevant data. The program designer should emphasize early case assessment, data culling, and effective search strategies to reduce the review population and efficiently identify key facts and all relevant documents.

Regulatory Investigations: Regulatory investigations often come with strict deadlines, progress reporting, and the need for prompt responses to information requests. Workflows for these cases allow for rapid data identification, preservation, and targeted production to meet the demands of the regulatory agency involved. And since most agencies have unique production format requirements, building these into workflow templates can ensure accuracy.

Internal Investigations: Since Internal investigations tend to be internal to the organization, legal teams have a clear view of the type of data they will incorporate. This knowledge helps them to begin projects more quickly. Collaborating with individuals outside the legal department is common, which requires clear, well-crafted communications. The team might include specific communication templates within the workflow in these cases. So, it is clear that while a one-size-fits-all strategy is effective for similar cases, teams must design and implement plans for different types of data investigations. By embracing workflow templates and leveraging technology, organizations can navigate the complexities of ediscovery confidently, making the process more manageable, cost-effective, and successful.