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Single copy provided to Chuck Rothman on 02/10/2014

Copyright 2014 eDJGroupInc.com. All rights reserved.


Do not copy, distribute, or transfer.

The eDJ Group Peer Group

October 2013 Meeting Notes Abstract

October 31, 2013


By: Mikki Tomlinson

© 2013, eDJ Group Inc. All rights reserved. Additional reproduction is strictly prohibited. Information is based on
best available resources. Opinions reflect judgment at the time and are subject to change.
Meeting Subject: Current eDiscovery Trends

Issues Discussed
• Legal hold Notification
o Significant rise in corporate legal departments implementing and planning to implement com-
mercial off-the-shelf products for legal hold notification (LHN) management

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o Law firms managing LHN on behalf of clients
§ Value-add

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§ Manage versus control

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• Corporate eDiscovery: Business Process Management
o In-source/outsource trends – successes, obstacles and frustrations

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o Level of reliance of retained counsel

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§ Competitive pricing and talent

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§ Law firm security

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• Next Generation Technologies

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o BYOD/mobile device

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§ Policy

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§ Technology

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o Social media
§ Internal and external
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§ Policy

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§ Technology
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o Cloud
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§ Migration trends
§ eDiscovery concerns
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Questions Addressed
• Which eDiscovery functions are organizations managing more effectively and efficiently in-house
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versus outsourcing?
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• How and when should law firms provide processing and review services?
• Are organizations proactively managing data created through social media technologies?
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• What policy issues should be considered for mobile devices and social media?
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About The eDJ Group


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eDJ Group is a new kind of research firm – our analysts are “working analysts” that cycle between consulting
engagements and research projects in order to keep a real-world perspective. eDJ’s analysts all have 10-25 years of
experience in detailed eDiscovery and information governance projects. Our analysts research, analyze, and write
based on a combined one hundred (100) years in the legal technology community.

For further information about the eDJ Group and their research, please contact Barry Murphy (barry@edjgroupinc.
com) or Jason Velasco (jason@edjgroupinc.com).

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