A multi-part series on the fundamentals eDiscovery practitioners need to know about effective early case assessment in the context of electronic discovery
by Matthew Verga, JD, Xact Data Discovery
In “Clearing the Fog of War,” we reviewed the uncertainty inherent in new matters and the three overlapping goals of ECA. In “Sampling a Well-Stocked Toolkit,” we began our survey of available tools and techniques with an overview and with a discussion of sampling. In this Part, we continue our survey with a discussion of searching and filtering options.
As we discussed in the last Part, almost any modern document review platform provides case teams with a powerful set of tools for investigating their collected ESI in pursuit of the three goals, like a series of overlapping lenses you can use to bring your quarry into sharp focus. After sampling, the next major type of tools and techniques available is search and filtering, including keyword and phrase searching, Boolean searching, fuzzy searching, conceptual searching, and more.