Advisory and Educational Services

Most of my time is devoted to the e-Disclosure Information Project, giving objective advice on all aspects of electronic disclosure / e-Discovery by writing and speaking about it and through my involvement in initiatives such as Senior Master Whitaker's Working Party and other aspects of rules and practice.

Ancillary to that, I provide e-disclosure and marketing advice to law firms and their clients by:

advising on e-Disclosure, both technically and strategically
training and education in e-Disclosure skills and practices
advising those who want to market and sell e-Disclosure services (e.g. law firms), and to those who buy (e.g. clients).

The list below is of things I have been involved in and know about. I do not offer them all as services because many are inconsistent with the time demands of the e-Disclosure Information Project and with its aim, the dissemination of objective information.

I might, for example, advise a firm about the rules and the classes of technology which it might use, both generally and in a particular case, and would help with the tactics and strategy, but I would not handle the data nor get involved in system selection.

My experience breaks down into these main headings:

Strategic and Anticipatory Advice

Strategic advice on implementing litigation support
System identification
Acting in the capacity of litigation support manager
Project management
Litigation readiness, both generally and for a specific case

Case Management

Helping lawyers advise their clients as to their Disclosure obligations
Compliance with Court rules and Protocols
Representing firms in negotiations with opponents as to data exchange
Advising as to requests made and received for formal case management
Ad hoc advice and involvement as required

Data Management

Helping to identify what needs to be preserved
Advising about the collection of potentially disclosable electronic documents
Devising a proportionate response having regard to the facts of the case
Advising on the obligations to co-operate and on opponents' deficiencies

Document Retention and Litigation Readiness

Anticipating litigation or regulatory investigation
Devising litigation readiness strategies
Planning for timely and efficient document production
Liaison with UK and US lawyers
Preparing for litigation holds
Long-term document retention policies

Overall, my role is to help lawyers and their clients to know what is required, to understand what is possible, and to be aware of the range of software and services which are available so that they can make their own choices.

the e-Disclosure Information Project

E-Disclosure / E-Discovery resources from Chris Dale

Advisory and Educational Services

Strategic and Anticipatory Advice

Case Management

Data Management

Document Retention and Litigation Readiness

Chris Dale | the e-Disclosure Information Project