Perhaps your firm is considering switching how you handle e-discovery. Maybe you have recently heard about EDRM but are not exactly sure what it is or how it works. So, what is the Electronic Discovery Reference Model? Here’s what you need to know.

What Is EDRM?

To put it simply, the Electronic Discovery Reference Model is a nine-step conceptual framework for viewing the process of electronic discovery. In 2005, George Socha Jr. and Tom Gelbmann founded this method and distributed it through EDRM, LLC. Unlike some models of e-discovery, which focus on discovery through a flowchart methodology, the EDRM method views each component in a more holistic way.


How Is EDRM Implemented – What Are The Nine Steps?

There are nine steps for information management in the Electronic Discovery Reference Model. These steps govern how electronically stored information (ESI) is managed:

  • #1 Information Management – Implementation of a particular process that makes it easier and more efficient to respond to an e-discovery request.
  • #2 Identification – Here, organizations must determine what data exists, where it is kept, and how it is best managed.
  • #3 Preservation of ESI – This component is concerned with making sure ESI is properly housed and that there are security features in place to protect important information and data. This also involves having a schedule for producing and deleting information.
  • #4 Collection – Gathering data in order to respond to or prepare to respond to an e-discovery request.
  • #5 Processing – Working with large volumes of data can be tricky if you don’t know what is important and what is expendable. Here, organizations must reduce the amount of actual useful information and put it into a format that is both useful and easy to work with.
  • #6 Review – Once data is gathered and put into a workable format, someone must determine the relevance of the data.
  • #7 Analysis – At this human component of the e-discovery process, there must be a careful evaluation of ESI in order to identify patterns, search terms, and contextual relevance.
  • #8 Production – For many e-discovery providers, producing the discovery is the end stage, but there is still one more step after delivering the ESI to all who are entitled to receive it.
  • #9 Presentation – Data without a clear organization and presentation is fairly useless. The EDRM model of e-discovery ends with carefully displaying ESI in a way that is both probative and visually appealing.

Put The Electronic Discovery Reference Model To Work For Your Organization

At A. William Roberts, Jr. & Associates, our team of e-discovery professionals has years of experience working closely with law firms, small and large, as they work to tackle even the most complex electronic discovery challenges. The Electronic Discovery Reference Model (EDRM) can be customized to your firm or organizational needs, and we can even scale e-discovery based on the size and complexity of the project.

For help with e-discovery or other litigation services, contact A. William Roberts, Jr. & Associates today. With the right help, you may be surprised just how much more efficient and effective your team will be at responding to e-discovery requests in the future.


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