exterro
Exterro Fusion : Collection Management
A Framework to Formulate and Manage Collection Workflow in a Defensible Manner
Features of Exterro:Fusion Collection Management
Discovery Response Team Establish an internal discovery response team to assist in identifying key players, data sources and time periods.
Draft Collections Request Draft a complete or partial collection request, giving the scope of collection, their location and their custodians .
Leverage Custodian List Leverage Fusion: Custodian Management to get information about custodian's data map, their locations and their status.
Approve Collection Approve the collection request online.
Notify Service Providers Service Provider is notified of the collections request.
Data Source Catalog Maintain custodian data source catalog that allows the legal team to quickly target high value data.
Track Collection Progress Track the progress of collection request by custodian, by devices and by percent completed.
Issue Resolution Resolve issues online and maintain a record of issues and their resolutions.
Maintain Chain-of-Custody Maintain chain-of-custody for all collections and the media involved.
Media Tracking Track the shipping status of media collected and/or sent by the provider.
Open Collection Report Track the status of all open collection projects by matter and by custodian.
Collection Issues Report Generate a report of all collections with open issues with drill-down features into each issue.
Collections By Project Type Track collection projects by the type of request such as compliance request, litigation request, audit, etc.
Collection Delays Report Generate a report of all collection requests that are behind schedule.
Pre-Collection Report Save on collections costs by checking whether any evidence to be collected is already available as part of any other active holds.
Integration with Processes Seamless integration with downstream discovery processes.
Online Legal Hold Binder Maintain company's current document retention policy, tape rotation policies, standard operating procedures, glossary, and company-wide data map for quick and easy access.
What is Collection Management and Why is it important?
Collection is the process of retrieving relevant information from storage media or devices. Disparate forms of electronic evidence and the multiplicity of locations in which ESI may reside makes the collection process daunting. Even more challenging is ensuring that your collection process is fully defensible in court.
Formulating a sound collection strategy starts with determining the scope and sources of collection. Integrity of the data must be maintained. The goal is to conduct electronic discovery in a manner that obtains all required information without discovery disputes and which controls costs and without paralyzing the company in the process.
Benefits of Implementing Fusion Collection Management
Demonstrates the organization's commitment to the preservation of evidence and full cooperation with judicial/governmental requests. Institutionalizing a defensible collection workflow strategy ...
  • Eliminates human errors in high-stakes litigation
  • Generates faster response time to litigation requests
  • Decreases an organization's exposure to sanctions
Tips for an Effective Collection Strategy
  • Consider collecting early so that you have control of evidence
  • Consider collecting in native format, since it makes the downstream processes more efficient
  • Raise cost shifting with court at earliest opportunity
  • Maintain a data source catalog that states 'who has what kind of information where'
  • Cull the data at the point of collection
  • Keep a record of collection efforts
  • Make sure the service provider understands the need to maintain the integrity of the data
Fusion Datasheet
A Guide to Legal Hold Management
Views from the Bench
"The Court holds that . . . the producing party should produce the electronic documents with their metadata intact."
- Judge Scheindlin