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Not All Heroes Wear Capes: A Tip of the Hat to eDiscovery Software Project Managers

Posted 09/9/15 5:52 PM by Alex Myres

Look! Up in the sky! It’s a bird! It’s a plane! It’s an covery Project Manager!

eDiscovery Project Managers are heroes in today’s complex discovery world; swooping in to save attorneys from sanctions, corporations from cost burden, and everyday litigants from arduous IT discussions. While the skillset of the eDiscovery Project Manager has evolved to meet increasingly complex technical discovery requirements, their purpose has remained the same; consult counsel on the most efficient and effective means to locate, secure, search and produce documents as they relate to discovery.

The Value of Todays eDiscovery Project Manager 

Today’s eDiscovery software Project Managers are true eDiscovery software experts, well versed in both the legal and technical aspects of discovery. This allows them to guide counsel through each phase of the EDRM, educate on best practices, and offer solutions to complex discovery issues.  They provide value not only in the traditional sense of scope, plan, control, and close each case, but also ensure attorney’s ethical duty of competence is met. In July, the California State Bar published a formal opinion pertaining to an attorney’s ethical duties in the handling of electronically stored information.  The opinion states that “Attorneys handling ediscovery should be able to perform (either by themselves or in association with competent co-counsel or expert consultants) the following:  

  • Initially assess e-discovery needs and issues, if any;
  • Implement/cause to implement appropriate ESI preservation procedures;
  • Analyze and understand a client’s ESI systems and storage;
  • Advise the client on available options for collection and preservation of ESI;
  • Identify custodians of potentially relevant ESI;
  • Engage in competent and meaningful meet and confer with opposing counsel concerning an ediscovery plan;
  • Perform data searches;
  • Collect ESI in a manner that preserves the integrity of that ESI; and
  • Produce responsive and non-privileged ESI in a recognized and appropriate manner.”

A qualified eDiscovery sofrware Project Manager will ensure that you can put a check next to each of the above boxes by crafting a plan with the attorney and directing traffic with individual specialists (collections, hosting, analytics, etc.) Project Managers help to mitigate the risk of human and technical errors and provide corrections when issues do arise. The most talented PMs not only respond to questions posed by counsel, but they think ahead, analyze the issues at hand, and present alternative solutions. 

What makes an Excellent Project Manager?

Here is a short list of characteristics/qualifications to look for in your eDiscovery Project Manager.

  • Experience - Nothing compares to time spent on the job. Ask your service provider if their PM’s have experience with cases similar to yours (IP, 2nd request, class action, etc.).
  • References - Good PMs will have plenty of references and won’t be shy about sharing them.
  • Education - More and more PMs these days have a JD. It is important to have a great education, but eDiscovery software is a very specialized field, go for experience over someone who’s passed that Bar.  Or better yet, find someone who has both. Also look for educational backgrounds in Paralegal Studies, Computer Science, and IT.
  • Certifications - Make sure they know the technology they’re utilizing.  If you’re hosting in Relativity, look for Relativity Certified Administrator, Review Specialist, Analytics Specialist, and Master.
  • Availability - 24/7 because when it’s crunch time, you need to know that you will be supported.

Inventus has the most talented eDiscovery Project Managers in the industry. Every member of our team has years of experience managing discovery from end to end and is dedicated to the success of our clients. For more information on our Project Managers including a list of certifications or references, please contact your local Inventus representative.

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Alex Myres

About The Author

Alex Myres is a Senior Solutions Consultant at Inventus in San Francisco. He has been in the discovery industry for 6 years and has extensive experience in project management and strategy development. Alex works with both corporate and law firm clients to mitigate risk and control costs associated with discovery.


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