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Accounting and Finance

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E-Discovery and Information Risk Management Solutions

FRCP Compliance Consulting
AdamsGrayson Consulting (“AGC”) helps organizations meet the demands of the new Federal Rules for electronically stored information through integrated solutions that represent collaborative input bridging the work of IT, legal & business components of an organization.

Data Mapping & Blueprinting
AGC prepares clients to handle electronically stored information under today’s e-discovery standards by providing support for IT Data Maps, to inventory and assess all sources of electronically stored information. We focus on assisting clients in preparing a comprehensive data inventory tracking all sources of electronically stored information and providing a roadmap for counsel to utilize during pre-trial conferences.

E-Discovery Risk Assessments and Preparedness Planning
AGC provides data retention planning & IT-based compliance solutions for “litigation readiness.” Our unique legal and technical expertise allows us to help our clients achieve litigation readiness through the evaluation, design, and implementation of legally defensible data retention policies and related IT solutions. We review current data management policies and procedures and report on the current level of corporate compliance.

Design of Data Retention Policies and “Litigation Hold” Procedures
AdamsGrayson Consulting’s unique policy and procedure development for data retention and litigation hold processing helps our clients ensure that they can meet ongoing e-discovery obligations efficiently and cost-effectively. AGC provides litigation hold program design, implementation and testing, along with corporate records management services including retention schedules, policy and procedure development, and data retention and compliance audits.

Our features services include the development of policies that address the new federal rules for e-discovery and implementation of legally-defensible litigation hold programs. These core service offerings allow clients to react quickly and responsibly in the event of litigation or government investigation.

Compliance Audits
Data management and retention audits identify and manage high risk practices and noncompliance with internal policies. Once a corporate e-discovery response plan is in place, ongoing review and monitoring provides a structured way to create and support the routine operation of an information management system and ensure corporate compliance. Defensible programs must be routinely monitored updated to address new legal standards.

E-Discovery Compliance Training and Education
AGC understands current rules and standards and can develop internal corporate training programs.
We have a complete offering of IT-based compliance solutions and AGC’s project management methodology that incorporate a comprehensive understanding of prevailing legal standards and rules in e-discovery.

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E-Discovery Project Management

AGC provides complete project management solutions throughout the e-discovery process for fully outsourced managed review services. AGC’s integrated approach enables us to provide seamless solutions with experienced project managers to handle e-discovery projects, from start to finish.

End-to-End Project Solutions
From start to finish, our processes integrate input from lawyers, legal consultants, IT personnel and data processing providers.

We provide:

  • Fully trained project managers and technology consultants to serve the project, under the guidance of legal professionals
  • Data and document retrieval, data hosting, search, review and production
  • Document review team staffing and quality control: staffing, screening, training, and supervising contract lawyers and paralegals
  • Seamless support from third-party vendors and outsourced management of data and production matters

Building, Training and Managing Document Review Teams
AGC screens and trains review team members, paying particular attention to project process, relevant technology and as appropriate, the substance of the matter at hand.

AGC professionals are fully competent in all major information management databases and related software applications (Summation, Concordance, Kroll Ontrak, Attenex, etc.).

AGC and LegalSource work together to provide up-to-date, specialized contract attorney training in all relevant areas, including:

  • Electronic discovery databases and software applications
  • Online review techniques and quality control measures
  • Essentials of litigation procedure—“why are we here?”
  • Fundamentals of document review:
    • Principles, techniques, methodology
    • Attorney-client and work-product privilege
    • Security
    • Hot documents
    • Rolling and follow-up productions

Managing Production Logistics and Processes
AGC consultants team with law firm and corporate counsel, as well as IT professionals, to address critical project components including production techniques, rolling submissions, and production formats. AGC spare no effort to ensure efficient projects and data productions.

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