What this guide helps you evaluate
legal operations, compliance and technology teams planning evidence-heavy review and repository transitions with qualified counsel oversight. Use this implementation checklist to turn an approved ediscovery platform decision into owned tasks, acceptance evidence and a controlled transition to operations.
This page is designed to help you compare the moving parts, organize due diligence and ask better questions before you commit money, sign a contract or change an operating process.
A useful review starts by defining the business outcome, decision owner, expected term and the evidence needed to validate collection processing and review workflow.
For ediscovery platform, normalize collection processing and review workflow, hosting analytics production and export and per-gb user and service pricing with defensibility before comparing quotes, vendors, contracts or internal options.
Keep assumptions separate from verified facts. Record the source, date and owner for pricing, legal, tax, insurance, security or operational requirements that may change over time.
What to compare first
- collection processing and review workflow
- hosting analytics production and export
- per-GB user and service pricing with defensibility
- implementation ownership and critical path
- data, integration, configuration and evidence readiness
- acceptance criteria, rollback and handover
Step-by-step process
- 01
Name the implementation owner, executive approver, operational owner and every external dependency.
- 02
Convert collection processing and review workflow, hosting analytics production and export and per-gb user and service pricing with defensibility into testable deliverables with due dates and acceptance evidence.
- 03
Prepare matter or contract inventory, data map, vendor proposal, retention security and approval requirements plus required data, access, configuration, security reviews, training and migration inputs.
- 04
Run acceptance checks against the signed scope, record exceptions and define rollback or remediation actions before go-live.
- 05
Complete handover with operating procedures, support contacts, renewal dates, evidence retention and post-implementation review metrics.
Common mistakes and risk checks
- treating software workflow as legal advice
- collecting more data than the matter requires
- failing to document chain of custody or migration acceptance
- starting configuration before scope and acceptance criteria are signed off
- going live without an operational owner, support path or retained implementation evidence
- Treating a implementation checklist as a substitute for the signed agreement, current official rules or qualified professional review.
Documents and evidence to collect
- matter or contract inventory
- data map
- vendor proposal
- retention security and approval requirements
Questions to ask before approval
- What must be demonstrably true before go-live can be approved?
- Which dependency can delay implementation even if the selected provider completes its own work?
- How is collection processing and review workflow defined, measured and evidenced?
- What changes if hosting analytics production and export is higher or lower than the base case?
- Which fees, exclusions, implementation tasks or operating duties sit outside per-gb user and service pricing with defensibility?