LitWorks » production http://litworks.net Quality Training for e-Discovery and Litigation Support Professionals Thu, 26 Jan 2012 15:31:06 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 Advising your case teams on production formats http://litworks.net/featured/advising-your-case-teams-on-production-formats/ http://litworks.net/featured/advising-your-case-teams-on-production-formats/#comments Tue, 29 Jun 2010 11:38:01 +0000 esantiago http://litworks.net/?p=988 When it comes to working with your case teams to meet document production deadlines, it helps to take a proactive approach.  Define your firm’s production format best practices based on the technology you have available. Draft a “cheat sheet” for your attorneys to take with them to discovery conferences.

]]> When it comes to working with your case teams to meet document production deadlines, it helps to take a proactive approach. First, production formats are often unique to each firm based the litigation technology they have available. If you are a Concordance shop, then you don’t really want your attorneys to agree to delivering and/or receiving data as a Summation “briefcase.”A “best practice” for your firm may not be the desired production format for your opposing counsel. Litigation Support Professionals on staff should be engaged to determine what is the best production format or easiest-to-work-with-format for your firm whether you are the producing party or the receiving party. Then you should prepare your attorneys to be able to negotiate in your firm’s (and the client’s) best interests at the discovery conference.

Being proactive can be as simple as a production strategy meeting with your case team as early in the lifecycle of the matter as possible or taking the “edu-marketing” approach where you and your litigation support team address document production best practices for your firm at a lunch n learn training session for your paralegals & attorneys.

Proactive Preparation:

Define your firm’s production format best practices based on the technology you have available. Draft a “cheat sheet” for your attorneys to take with them to discovery conferences.

EDRM and elawexchange.com both provide direction and definitions:


Resources for consulting with your case teams regarding document productions:

  • Ralph Losey video: “Paper or Plastic” – a fun discussion of production formats
  • An example of what NOT to do can be found here



We discuss document productions, the best formats and production technology management in our LitWorks CLSP and CLSPM classes.

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