1. Get the Data that Cures Your Headache
Collecting the Right Data Effectively and Efficiently
Speakers:
Megan Kelberman
Michael Quartararo
Jonathan Rowe
Robert Rudnicki

2. The Headache
Brokerage of America (“BOA”) – 1000 financial advisors, 200 offices in 15 states
Class action lawsuit against BOA claiming “unreasonable” processing fees
Plaintiff requests documents and correspondence for the time period the fees were first instituted to the present date which discuss or refer to processing fees

3. Aspirin Plan and scope the collection
Identify key custodians and sources of relevant data
Outsourcing vs In-house IT resources for collection?
Proportionally, burden and control
Limit custodians and sources
Cooperation with opposing counsel
Use a model ESI agreement/stipulation
Targeting, searching and sampling
Document your collection
Complete chain of custody
Maintain collection logs/reports

4. Software Demonstration
Harvester eDiscovery Collection Options
Keyword filter laptop, desktop, server, Outlook, Exchange, and webmail accounts (i.e. Gmail, Yahoo, Hotmail)
Dedupe and deNIST files
Preserve file timestamps and metadata
Create electronic Chain of Custody
Harvester Portable
Send Self-Collection hard drive kits which include job instructions that automate defensible custodian backup
Harvester Server
Remotely collect eDiscovery data from custodian computers across a network
Monitor job progress in real-time and generate progress reports from a central location