On-Demand Webcast - E-Discovery Interviews: Techniques to quickly identify relevant ESI when the trigger is pulled

Created on June 1, 2012

Like a police officer interrogating a key witness, legal teams have a duty to their clients, both internal and external, to diligently interview all key custodians when the trigger to preserve electronically stored information (ESI) is pulled (a.k.a. when litigation becomes likely). Too often attorneys and the litigation support teams are the sole decision makers when formulating keyword search terms and other discovery parameters in the ESI identification pursuit. In reality, it's the custodians who usually possess the clues needed to identify and preserve the potentially relevant ESI related to the case. In this webcast, panelists talked about how to effectively conduct custodian interviews and equip legal teams with the tools needed for unearthing the vital information required to drive the e-discovery process forward.

Topics discussed included:

  • Establishing useful interview questions/techniques for finding important custodian information, including where data is stored, key issues or search terms, additional custodians and other technical specifications
  • Ensuring the interview process is accurately documented and integrated with the subsequent legal hold process
  • Leveraging the custodian interview process as an educational tool to ensure legal holds, destruction policy suspensions and data privacy/privilege policies are clearly understood and acknowledged


Danuta B. Panich, Esq., Shareholder, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. - Bio Kimberly M. Marin, Senior E-Discovery Specialist, The Hershey Company – Bio David Hartmann, Director of Client Success, Exterro (Moderator) – Bio