If you are planning to exchange productions electronically with other parties, there are important technological considerations that the parties should discuss together up front. Whether your eDiscovery team is internal or a trusted vendor, involve them from the outset. Your eDiscovery team will advise you on important technical decisions that will ensure each party receives productions in a format that will allow them to use their preferred technology to search, retrieve and organize documents in a meaningful, efficient and cost-effective manner. Once decisions about the exchange have been made, they should be documented and incorporated into your production exchange protocol.
Having a checklist that touches upon the technical considerations is a definite asset. The following checklist can be used as a guide:
Exchange_Check_List.pdf
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