Learn About E-Discovery Project Management

Lately, I’ve been writing most of my e-discovery project management posts on my other blog http://www.learnaboutediscovery.com … Here’s a quick round up of the most recent posts and I invite you to visit me over there some time!


  1. Being the Project Manager
  2. How important is COMMUNICATION to e-discovery projects?

  3. “New Job Title, Same Job? Becoming an E-Discovery Project Manager”
  4. Recently, I recorded a live training on e-discovery project management… the link on this post will soon convert to on-demand registration. Here’s a few extra notes from the webinar.
  5. I delivered a CLE last month on this topic. Here are a few notes from that lecture.
  6. Electronic Discovery Metrics: Why Metrics Matter


Check out my other blog: www.learnaboutediscovery.com or send me an e-mail erika at learnaboutediscovery.com




Documentation Basics

Learning about project management methodologies may seem a bit overwhelming at times but if you start out simply with an Excel spreadsheet or a notebook/ legal pad, the basics can be achieved.  Project management is really about keeping track of what you did and planning what you are going to do.

Here are some tips from a recent article by Brett Burney, an industry expert on e-discovery project management:

You can document your actions on a Word document, an Excel spreadsheet, a yellow legal pad, or using one of the tools mentioned above. It doesn’t matter the medium, as long as it’s being done and can be referred to at a later date.

At a minimum, a documentation protocol should include:

  • client, matter, and task;
  • who requested the task (e.g., stakeholder, lawyer, client);
  • date and time the task was started and completed;
  • name of person who engaged or completed the task;
  • notes, summary, problems encountered, resolutions;
  • software and hardware used; and
  • chain-of-custody considerations (where were the results delivered?).


What advice do you have for someone just getting started in e-discovery project management?