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Applied Discovery Project Map & Workflow

In the midst of preparing for an investigation or litigation, legal teams often struggle to maintain focus on the substantive legal issues of a matter without becoming overwhelmed by the logistics of managing large and complex discovery projects. To conduct document review with maximum efficiency and minimum risk, it is critical to develop a clear project plan and outline each decision point in the discovery process where scope or budget of projects may be impacted.

One of the Applied Discovery founding principles is that strong project management is critical to the success of every discovery project—regardless of size or complexity. Since 1998, our award-winning Client Solutions Group has been providing clients with hands-on project management at every step of the process. The Applied Discovery Project Map & Workflow poster has been developed from more than a decade of experience working with hundreds of clients and thousands of matters.

Understanding how one decision could have a direct impact—positively or negatively—on any number of steps further in the process will put you in the best possible position for managing discovery matters effectively. Use this Project Map & Workflow to help you make the most informed, well-reasoned decisions for your matter.

Project Map & Workflow Overview
Detail Maps:
  • 01. Project Initiation
  • 02. Data Collection (Scoping)
  • 03. Data Collection (Execution)
  • 04. Define Processing Specifications
  • 05. Receiving & Upload
  • 06. Data Filtering
  • 07. Data Processing
  • 08. Release & Review Online
  • 09. Export / Production
  • 10. Data Disposition
 
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