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Data Targeting

There are many tools and options available to you for targeting the right data in each project phase prior to review. Understanding the specifics of the options available in your source systems and your discovery tools is imperative.

  • What You Can Do Before Litigation:
    • Retention
    • Remediation
    • Mapping
  • Data Targeting During the Collection and Processing Phases:
    • Directory or Custodian Filtering
    • File-Type Filtering
    • Date Range Filtering
    • Keyword Filtering
  • Data Targeting During Early Case Assessment:
    • Keyword Searching
    • Email Threading and Filtering
    • Conceptual Tools
    • Random Sampling
  • Considerations for Making a Data Targeting Plan:
    • Available Time and Budget
    • Technical and Process Limitations
    • Additional Collection or Processing Cost/Time
    • Reasonableness and Proportionality of the Plan

Using this, you can successfully target the right data to reduce your downstream review costs. Read our in-depth posts below to learn more about each step of the process.

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Target More, Spend Less – Data Targeting Series, Part 1

eDiscovery continues to evolve but remains a costly endeavor. To more narrowly target the right data prior to review, there are a range of tools and techniques available in each prior phase–before litigation, during collection and restoration, during processing, and during early case assessment and review preparation.  To leverage these tools and techniques effectively, you will need to think about discovery as more than just a legal activity–you will need to think about it as an information management and retrieval exercise. Read on to learn more about the key data targeting options available to you in each project phase, from simple data mapping to full technology-assisted review.

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Data Targeting During Collection and Processing – Data Targeting Series, Part 2

In this segment we review the data targeting options during the collection and processing phases. The extent to which the right data can be targeted during the collection phase will depend primarily on the specific devices and systems from which you are collecting. Once your material has been collected and you are ready to begin processing the data, another range of data targeting options is available to you. In addition to standard removal of known system files, duplicate files, and duplicate messages, there are several filtering options you can dive into.

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ECA Options and Planning Considerations – Data Targeting Series, Part 3

The last segment discusses data targeting options during early case assessment and considerations for overall strategy. During early case assessment (ECA), in almost any modern document review platform, case teams have a powerful set of tools at their disposal for data targeting prior to review. Your goal should be to understand the specifics of the options available in your source systems and your discovery tools so that you can assess which ones will be most useful to you in each specific project and how aggressive you should be in your overall targeting efforts. Read on to learn more about data targeting tools that can be used prior to review.

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