Question 1

What is the eDiscovery Playbook®?

Accepted Answer

It is a proprietary, court-tested operating manual that defines your organization's repeatable, defensible approach to electronically stored information — from legal-hold triggers through collection, review, production, and disposition — with a named owner for every step. eDiscovery Playbook® is a trademark of Law & Forensics; it is a structured engagement built and supervised by a court-appointed expert, not a generic template.

Question 2

How is this different from the free "playbook" PDFs vendors give away?

Accepted Answer

Those are marketing collateral. The eDiscovery Playbook® is a scoped consulting engagement that produces a defensible operating manual specific to your data, your systems, and your litigation profile — authored under the supervision of the expert courts appoint to referee these exact disputes. It is built to hold up when an opposing party challenges your process, not to be downloaded and forgotten.

Question 3

Who buys an eDiscovery Playbook® engagement?

Accepted Answer

General counsel and legal-ops leaders who want defensibility and budget predictability; litigation partners who need a client's discovery process to survive the meet-and-confer and the sanctions motion; and CISOs and IT leaders responsible for legal hold, data mapping, and preservation that actually works when litigation hits.

Question 4

What does an engagement look like?

Accepted Answer

It typically follows four phases: a free readiness scorecard, a complimentary playbook review, a fixed-fee gap assessment, and a scoped buildout of the playbook itself. Engagements are fixed-fee and scoped to your organization's litigation profile.

Question 5

Will the playbook hold up in court?

Accepted Answer

That is the entire point. It is built to the standard courts apply under Rules 26 and 37(e), by an expert who has served as Special Master and neutral in federal and state courts and whose work is cited in more than 500 opinions and articles. The playbook is designed so that when your process is challenged, the record is already made.

Question 6

How do conflicts and engagement work?

Accepted Answer

Every inquiry is subject to a conflicts check and a written engagement agreement. Send the organization name and a short description of your situation, and you will receive a conflict check and scoping response within one business day.

How defensible is your eDiscovery process?