Changing Your eDiscovery Review Platform May Be Easier Than You Think: eDiscovery Best Practices

If you want to make a change in your eDiscovery review platform, all of the activities associated with it – including physically moving data, learning a new system, maintaining coding, minimizing downtime, getting your team on board – can be daunting.  But, as Dr. Gavin Manes of Avansic notes in his latest blog post, changing your eDiscovery review platform can be easier than you think – with help, that is.

In the post (Thinking About Switching Review Platforms? Your Data Isn’t Stuck!), Gavin notes that there are so many vendor and software platform choices and they’re changing regularly. Some have merged, others have gone out of business, and some products have been discontinued (like this one that is sunsetting that I covered recently and that Gavin also discusses in his post). So even though you may not want to switch, there may not be an option.

The good news is it’s not as hard as you think, especially if you’re working through a service provider as opposed to contracting directly with the company that developed the software.  In the post, Gavin provides some general guidance on moving data from any platform to iCONECT, including discussion of what exactly is stored that needs to be moved (which may be more than you realize) and he even discusses a case study involving a 15 TB(!) repository and another involving moving from the product being sunset that I mentioned above.


So, what are some of the considerations and some of the innovative ways to move to a different platform? I won’t steal his thunder, check out Gavin’s post here for the details!

Speaking of Gavin and Avansic, just a reminder that there are two upcoming FREE DIY discovery webinars that are coming up over the next few weeks to teach you DIY discovery of search, analytics and production!  Here they are, and if you missed the first one on data loading, you can also check out that one here!

Wed, Sep 29, 2021 1:30 PM – 2:00 PM CDT: DIY Search and Intro to Analytics

Ever worried about combining different types of searches? Never fear, this is available to the DIY user and we will walk you through how to do them without fear of poor results. We will also present a practical discussion on search syntax and what operators shouldn’t be combined. We will also review the available analytic options and discuss where DIY users may need a little help.


Wed, Oct 13, 2021 1:30 PM – 2:00 PM CDT: DIY Production and Production Request Formats

Requesting, receiving and loading productions should be DIY but is often derailed by the requested or received format. We can help by presenting the ins and outs of production specifications that are needed. This presentation will also include easy and practical tips on how to fix productions that don’t meet the specifications, and how to re-request the production if necessary. Finally, we will discuss ahead-of-time enhancements that can be done to receive productions and normalize data for eDiscovery reviewers.

So, what do you think?  Have you had to migrate a case from one eDiscovery review platform to another?  If so, what challenges did you encounter?  Please share any comments you might have or if you’d like to know more about a particular topic.

Disclosure: Avansic is an Educational Partner and sponsor of eDiscovery Today

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

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