EDISCOVERY PLANNING AND CONSIDERATIONS CHECKLIST

PROTECTING PRIVILEGE CHECKLIST

Your step-by-step plan for safeguarding privileged information — from pre-discovery planning through production and beyond

Protecting privilege is one of the most critical (and risky) aspects of modern ediscovery. While attorney-client privilege is a foundational legal protection, today’s data volumes, evolving technology, and blurred lines between legal and business communications make it increasingly easy to waive privilege unintentionally.

A single inadvertent production can jeopardize your case, expose sensitive strategy, and lead to serious consequences. That’s why protecting privilege requires more than good intentions. It demands a clear, defensible strategy supported by the right workflows and tools.

Here are five reasons to use a structured checklist to protect privilege:

1. You’ll establish ESI protocols and clawback agreements early, including FRE 502(d) orders that help prevent waiver before discovery begins.
2. A phased, strategic review process ensures high-risk materials like attorney communications, drafts, and attachments are identified and protected first.
3. You’ll maintain a detailed, defensible privilege log that documents your efforts and supports your claims if challenged.
4. Strong security provisions and controlled file-sharing practices reduce the risk of accidental disclosure.
5. You’ll be prepared to monitor productions and respond quickly and appropriately if privileged materials are inadvertently disclosed — on either side.

This Nextpoint checklist guides you through every stage of protecting privilege, from early planning and review strategy to secure production workflows and post-production response. Get your copy today.