eDiscovery Daily Blog

Useful eDiscovery Information Resources: Evaluating Products and Services

This blog series – Useful eDiscovery Information Resources – is aimed at giving you information on resources available to eDiscovery professionals… resources aimed at education regarding eDiscovery and resources aimed at keeping professionals up to date regarding the latest and the greatest in the industry.  The first posts in the series can be found here, here, here,here, here, here, here, here, here and here.


For quality and efficiency purposes, most law firms and corporate law departments standardize on an approach to eDiscovery:

  • They create best practices for how eDiscovery will be handled.
  • They create guidelines for what tasks and volumes of materials will be handled in-house and what will get out-sourced to a service provider.
  • They standardize on a limited number of in-house tools that they’ll use for processing and reviewing eDiscovery.
  • They create a short list of approved online review tools that they’ll use when in-house resources aren’t sufficient for a project.
  • They’ll create a short list of approved service providers that they’ll use for various eDiscovery and litigation support services.

Selecting in-house tools to purchase and creating these service and product “approved lists” is not an easy task.  Done properly, it can take a lot of time.  And it’s not a one-time thing.  Products and service providers need to be routinely reviewed to ensure that they continue to be a good fit, and new technology and service providers should be evaluated.

As a first step, you need to ensure you really understand what the firm needs and wants, and you also need an understanding of the firm’s culture and its clients.  You need to have a good handle on the size of the cases handled by the firm, what attorneys expect of a product or a service, and what selection criteria is most important to the firm (is it price? Quality? Turn-around time?).  And of course, in this initial step, you may find that you have to educate yourself about emerging technology, and likewise educate the attorneys in your firm so that they make the right decisions regarding needs and wants.

Once you’ve got your selection guidelines in place, there’s the tedious task of evaluating and selecting the right products and the right service providers for your organization. You’ll rely on your own experience.  You’ll contact peers in the industry and get opinions from them.  You may post questions on the various internet forums to which you belong.

There are also a couple of web services that can help you here:

  • Apersee:  Developed by George Socha & Tom Gelbmann (the guys behind the Socha-Gelbmann Electrionic Discovery Survey and the EDRM), Apersee is a system for selecting e-discovery providers and products. This statement from the website’s About page best summarizes how it works: “The Apersee Selection Engine allows consumers to choose the criteria that matter most to them, assign priorities to those critera, evaluate the results, and modify their searches… “  Click here for more information on Apersee.
  • eDJ Matrix:  Created by eDJ Group Co-Founder Greg Buckles, the eDJ Matrix is an interactive, dynamic tool that provides information on and evaluations of eDiscovery solutions – both products and services. Click here for more information on the eDJGroup and the eDJ Matrix.

These resources can save you a lot of time – the folks behind these tools have done a lot of the leg-work for you. These tools can really help to narrow down the product and service provider candidates that are a good match for your firm.

I’ll be back next week with the next post in this resources blog series.  In the meantime, let us know if there are specific topics you’d like us to cover.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine Discovery. eDiscoveryDaily is made available by CloudNine Discovery solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscoveryDaily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.