Practice AreaElectronic Discovery

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Sheehan Phinney’s team of experienced discovery lawyers and professionals handles sophisticated electronic discovery projects for clients nationwide.  The team employs cutting-edge technology to capture data and mine it efficiently to perform early case analysis so that critical decisions can be made as early as possible. Discovery projects are efficiently managed to find the most important items of data quickly and provide substantive analysis to guide decisions before additional expenses are incurred. Sheehan Phinney can provide a full suite of electronically stored information (ESI) services including automated technology assisted review (TAR). Rather than use costly vendors for such services, we have invested in the technology and staff to bring the entire process in-house, which provides substantial savings to our clients and delivers more responsive service.

Our lawyers have years of experience serving as Discovery Counsel for organizations of all sizes whether they are in litigation or utilize these services to manage and analyze data in an acquisition transaction. The team also partners as co-counsel to organizations’ current lawyers to provide these services on a case-by-case basis.

Examples of the services our team provides include:

  • Streamline preservation and collection practices and develop discovery forms and guidelines
  • Training for in-house client lawyers on-site to handle e-discovery cost-effectively
  • Manage document reviews in a cost-effective and accurate manner
  • Discovery Project Management
  • Interface with client and client IT department to determine scope of Electronically Stored Information
  • Processing
  • Review using Relativity Advanced Analytics*
  • Technology Assisted Review (Predictive coding)
  • Productions
  • Deposition preparation
  • Trial preparation
  • ESI stipulations
  • 26 (f) / meet and confer conferences
  • Discovery motions

A critical component of our Electronic Discovery team includes our Manager of Electronic Discovery Services, Charles Stewart. Charlie assists our clients and attorneys as they navigate the complicated and always evolving world of Electronic Discovery. He has worked with attorneys to develop and maintain best practices for litigation holds, ESI stipulations, clawback agreements, client ESI preservation and collection, Rule 26 meet and confers,  ESI processing, analysis, review and production, and Electronic Discovery Project Management. He has successfully managed cases as large as 26 million documents and helps our attorneys leverage advanced analytics tools to get to the documents that matter most, faster and more efficiently than other law firms. Charlie is a Relativity Certified Administrator and is also a member of:

  • The Sedona Conference, Working Group 1
  • Association of Certified Ediscovery Specialists
  • Electronic Discovery Reference Model
  • kCura Relativity User Panel
  • Co-leader of the Boston Relativity Users Group


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