Practical Checklists

Step-by-step ediscovery checklists for attorneys and paralegals managing complex litigation.

checklist

checklist

Rule 26(f) Meet & Confer checklist

Every decision to lock in before you're in the room — custodians, privilege, scope, and production

Document Review & Production
Collection & Processing

checklist

checklist

Protecting privilege ediscovery checklist

A defensible strategy for safeguarding privileged information at every stage of discovery

eDiscovery & Legal Tech
Document Review & Production

checklist

checklist

Case management ediscovery checklist

A phase-by-phase framework for legal holds, data sources, document review, and production planning

Trial Prep & Presentation
Document Review & Production

checklist

checklist

Trial presentation checklist

Technology, visuals, and exhibit strategy for trial, hearing, or arbitration

Trial Prep & Presentation
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