Our Insights on eDiscovery

Training for a task should be thorough and aimed at teaching the team what they need to know to do the work correctly and efficiently. It should cover project overview information, procedures for doing the work, and sample work. Here’s a sample training agenda for a document review project that you can use as a guide.

As critical as procedures are, they aren’t enough. People need to be trained in applying those procedures. Training the staff will get your project off to a good start. Training is especially important for tasks that require a team of people to do the work – for example, a document review project. When a team is doing the work, train them together as a group if that’s possible. That way, different interpretations of the rules will likely surface and team members will benefit from the questions of others.

Last week, on Wednesday and Thursday, we talked about assembling an electronic discovery team. That’s not the only team you might need. You may need to assemble a team for a specific task — for example, for a document review. It’s essential that you assign the right type of people to a task. For many litigation projects, this means deciding whether attorneys or non-attorneys will do the work.