Getting a “Clue”

Getting a “Clue” Regarding eDiscovery Project Management: eDiscovery Whitepapers

With all of the eDiscovery disasters happening lately (some very much in the public eye as we’ll discuss later today), it seems like a good time to learn some best practices on how to avoid those disasters. So, eDiscovery Today has decided to publish a new FREE white paper to help people toward getting a “Clue” regarding eDiscovery project management!

People know me most for the daily blogging that I’ve done for the last 12 years – the last 2 1/2 at eDiscovery Today. But I’ve been managing projects in legal technology for over 30 years – even before there was an “eDiscovery”. I started out at a major consulting firm (I go so far back, they were the “Big 8” consulting firms back then), then continued at two different eDiscovery providers over 21 1/2 years. Between my work over that time and my coverage of eDiscovery best practices in my blogging, I’ve seen a lot and learned a lot – some of it, the hard way (like everybody else). There’s a lot to manage in eDiscovery and mistakes are easy to make – even if you know what you’re doing. If you don’t, that’s when disasters often occur!

With that in mind, I have given a presentation in recent years on eDiscovery project management, and I decided to take that presentation and adapt it to a white paper, which is titled Getting a “Clue” Regarding eDiscovery Project Management. The topics it discusses include:

  • The Challenges today regarding eDiscovery that make effective project management more important than ever to lead to success in your eDiscovery projects.
  • The Process in terms of basic project management fundamentals that apply to any project, including those involving electronic discovery.
  • The Phases of eDiscovery and how to look at both the IGRM and EDRM models from a project management perspective.
  • The Players (i.e., stakeholders in a typical eDiscovery project), matching them up to characters in the board game Clue* to understand the biggest motivators for each and what makes them happy, which helps eDiscovery projects succeed.
  • Three “Whodunnit” high-profile mistakes/eDiscovery disasters made by organizations and how to avoid those and other mistakes in your own projects.
  • Recommendations for avoiding your own mistakes.

Getting a “Clue” Regarding eDiscovery Project Management covers several concepts you need to know to manage eDiscovery projects – in a manner that is hopefully fun and easy to read. It’s not designed to be a comprehensive, everything you need to know about eDiscovery project management type of guide. For that, Mike Quartararo’s book Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery is the best guide there is. Mike recently released a Second Edition to his book, so I encourage you to check it out.

So, how do you get a FREE copy of Getting a “Clue” Regarding eDiscovery Project Management? If you are already an email follower of eDiscovery Today, you are all set, and you will receive a link to the white paper in the next day or so.

If you’re not currently an email follower of the blog, you can get a FREE copy of the white paper (and any report or white paper eDiscovery Today publishes) simply by following the blog via email at the top right of this screen.

That includes the 2022 State of the Industry Report, sponsored by EDRM that was released back in January! To follow eDiscovery Today, enter your email address at the top of the right sidebar where it says “Follow Blog via Email” to receive the report as well as emails with links to new posts.  It’s that easy!


Special thanks to Brianna Kupras for her help in creating the report from my notes and slide presentation!

So, what do you think? Are you having trouble getting a “Clue” regarding eDiscovery project management? If so, follow eDiscovery Today by email and you can get a FREE guide that can help! Please share any comments you might have or if you’d like to know more about a particular topic.

* – Clue Board Game Copyright © Parker Brothers

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.


  1. […] The topics to their post include: 1) What guidance is available for marking sensitive compartmented information, 2) Best practices when handling SCI, 3) What are the incidents that require disclosing classified information?, and 4) How to protect classified information through proper redaction techniques. That last one is especially important as redaction mistakes still happen way too often (as I covered in my recent white paper here). […]

Leave a Reply