John Price and Brandon D’Agostino of Cloudficient have written a guide titled Foundational eDiscovery: A Practical Guide to Early Case Management! Here’s what it’s about.

As discussed in this post by Holly Wilkins, the guide addresses a critical challenge in modern eDiscovery: the disconnect between business leaders, legal teams, and IT departments during the critical early stages of eDiscovery.

Foundational eDiscovery introduces innovative frameworks for:

• Implementing effective information governance that directly supports eDiscovery readiness
• Building bridges between legal, IT, and business units for streamlined communications
• Creating defensible processes for identification and preservation
• Developing efficient collection strategies that reduce downstream costs
• Managing emerging data types and modern collaboration tools

Drawing from decades of combined experience, the authors address contemporary challenges including:

• Managing cloud-based and collaborative data sources
• Handling emerging data types like chat messages and hyperlinked files
• Implementing defensible deletion strategies
• Developing custodian mapping techniques
• Creating efficient workflows across departments

Each chapter includes actionable “Quick Wins” that teams can implement immediately and long-term strategies for sustainable improvement.

Unlike traditional eDiscovery resources focusing primarily on legal requirements, this guide emphasizes the operational aspects of managing electronically stored information (ESI) across the organization. It provides helpful frameworks for:

• Reducing eDiscovery costs through better early-stage management
• Improving collaboration between legal, IT, and business units
• Creating repeatable, defensible processes
• Managing modern data types effectively
• Building sustainable information governance programs

I reviewed the book and provided a Foreword. As I stated in the Foreword, “When I saw that the title of this book started with the words ‘Foundational eDiscovery’, it was ‘preaching to the choir’ for me. For more than two decades, I’ve witnessed organizations struggle with eDiscovery challenges that could have been significantly mitigated by proactive planning and collaboration.” This guide delivers on providing the best practices for foundational eDiscovery that set your eDiscovery project up for success.

The book is available here on Amazon. You can also visit Cloudficient’s booth #1305 at Legalweek 2025 to get a complimentary copy.

Find out more about the book here, it’s only one click! 🙂

So, what do you think? How prepared are you for eDiscovery – before the case begins? Please share any comments you might have or if you’d like to know more about a particular topic.

Disclosure: Cloudficient 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.