Technical methods and scope

Coordinate Preservation Once and Reuse It Every Matter

Recurring matters are far easier to manage when custodians, system owners, contracts and collection responsibilities are documented before the next request arrives. GDF helps legal operations and IT establish that structure, so a new matter builds on the organization’s existing source knowledge rather than repeating the initial planning under deadline pressure.

The corporate workflow states the activation and support arrangements, the processing and hosting features, the staff responsibilities and the escalation contacts in the proposal. Availability, source support and response milestones are confirmed for the actual engagement, and because GDF owns its software, the processing and hosting plan is scaled to your matter volume rather than imposed by a platform’s pricing tier.

Technical Findings the Legal Department Can Act On

GDF collects and analyzes the technical record: the existing files, the communications, the access and deletion events and the relevant database entries. Each finding names the system it came from, the custodian, the date range and the method used, so the legal department can brief outside counsel, answer a regulator or release a hold without a second round of questions.

Our reports describe what the systems contain and how the material was collected, written so an executive can follow them and an opposing examiner can retrace every step.

Send the custodians and the deadline and the first call sets the collection plan.

Source Maps That Make the Next Matter Cheaper

A corporate source map shows where the records live before a request arrives, which lets the legal department direct IT precisely and focus preservation on the systems that matter. Our forensic practice works with computers, email, databases and cloud records every day, and we help legal operations and IT document the systems a recurring discovery program depends on.

The map can include Microsoft 365 tenants across subsidiaries, shared SharePoint sites, collaboration services adopted by individual business units, legacy databases with no API access and employee owned devices covered by company policy. Documenting ownership, retention and the collection path for each source makes later preservation decisions faster and more consistent, and it gives in house lawyers something concrete to point to when the adequacy of a search is questioned.

We coordinate legal requests, IT operating requirements and privacy review from the moment a hold is contemplated. Counsel defines the legal scope, IT manages the systems and the access, and the responsible privacy team evaluates the handling of personal information under the requirements that apply to the data, whether those arise from GDPR, CCPA or sector rules.

Collection minimization follows what the source and its query controls can actually do. Where out of scope material arrives with a collection, we record it with its access and retention controls and route it to segregation, privilege review or production filtering, so the privacy team sees exactly what was handled and how.

Describe the sources and the production format, and a senior specialist will map the collection.

Three Ways to Split the Discovery Work

Fully managed

When the legal department needs capacity rather than another project to run, we coordinate source identification, hold documentation, collection, processing, hosting and production, from the first hold notice to the final set. Legal leadership receives agreed status reports and a final package with custody records. This model suits matters that cross business units, agencies or international sources, where the internal team cannot absorb the technical work.

Hybrid insourcing and outsourcing

A hybrid engagement preserves the tasks your team already performs well, such as hold notices, custodian communications, early assessment or first pass review. GDF handles the agreed cloud collection, processing, review infrastructure, technical privilege flags and production preparation, and your reviewers work inside the set we build. Responsibilities are written into the statement of work so nothing falls between the two teams.

Internal platform use with specialist support

A capable internal discovery team can keep project control and use the platform features confirmed in its proposal for holds, collection and early analytics, and bring GDF in for the sources that defeat ordinary tools, such as SQL databases, encrypted mobile devices or unusual cloud APIs. The scope names the supported feature, the specialist task and the escalation arrangements. Call (800) 868-8189 to discuss which model fits your department.

Five Mistakes That Destroy Digital Evidence Before We Arrive explains the casual copies and unplanned preservation instructions that undermine a corporate collection.