Active Projects

EDRM provides a forum for leaders in the e-discovery space to propose and initiate projects.  The following projects have Project Trustees (leaders) and are in various stages of completion.

Active participation by team participants contribute to the body of community created work product hosted on the EDRM.NET website.  The work product is held as Creative Commons share and share alike (unless otherwise marked by a participant).  

To contribute to or participate in a project, send an email with your contact information and the name of the project to Info@EDRM.NET.

New Emerging Projects:

EDRM Law Review, championed by Bill Hamilton, UF School of Law.  This project seeks to create a publishing venue for students in the format of a law review.  eDiscovery professors are welcome to join as mentor/reviewers for their respective law schools.

Discovering and Protecting PII

As more and more consumers around the globe are demanding from companies that their personally identifiable information be protected or deleted, it is imperative that this data can be reliably and easily identified and redacted when producing documents in litigation matters when such data is present.  In addition to the GDPR and CCPA laws that are currently in place, there are at least 20 additional states that are considering similar legislation. 

Whether for e-discovery, data security, or information governance purposes, organizations have been conducting data mapping exercises for many years. This work has resulted in increased visibility and transparency into where data exists within the organization and what that data includes.  This will greatly aid companies as they strive to become compliant with the various data privacy regulations. 

This project will be designed to identify the “best practices” for the identification of PII in data sets which are collected for litigation matters, as well as developing workflows to ensure that documents which are produced have been redacted of the required sensitive data.    

Project is championed by Barbara L. Bennett, CEDS, RCA and Caroline Sweeney.

Data Hygiene Self Assessments:

This new project is being championed by Marlon Hylton, CEO of Innov-8 Data Counsel & Innov-8 Legal Inc., and is seeking project participants. Data hygiene is defined by the International Data Sanitization Consortium as the process of ensuring all incorrect, duplicate or unused data is properly classified and migrated into the appropriate lifecycle stage for storage, archival or destruction on an ongoing basis through automated policy enforcement. By following data hygiene best practices, organizations can effectively manage ‘where’ their data is throughout the lifecycle and reduce the amount of data they store by successfully destroying it (when applicable) to reduce legal, regulatory, and security risks and costs.

This project seeks to provide an automated, online tool for organizations to evaluate the status of their data hygiene practices. Given the social distancing measures in place globally at the moment, and the attendant increase in employees working remotely, we propose starting with a cyber and data hygiene assessment test for a remote workforce, which would be particularly useful for employees and organizations at this time.  We are inviting participants to assist with the development of questions for these assessments.  Innov-8 data scientist and developers will then build the online tool for publication.

The cyber and data hygiene assessment test for a remote workforce must be developed on an accelerated timeline to maximize relevance.

Project Champion:

Marlon Hylton, CEO of Innov-8 Data Counsel & Innov-8 Legal Inc.

Discovery Mediation Project

There are several state and federal courts around the country that have implemented a discovery facilitative mediation program over the last 5 or 6 years.  This project would involve identifying all such programs and determining how successful they have been.  By comparing and evaluating such programs, hopefully we will learn that there are certain factors/components that distinguish a highly successful program from a less successful program.  This project might also attempt to address some additional issues such as: (1) are these programs successful in helping the parties develop discovery plans early in the case; (2) are these programs successful in helping courts resolve discovery disputes/motions; (3) what training/qualifications should a discovery mediator possess; (4) how best to motivate courts and attorneys to use discovery mediation (e.g. first two hours at no cost); and/or (5) are there any best practices that discovery mediators should follow?

Project Champion:

Jay Yelton, III, Partner
Warner Norcross + Judd LLP


Active Projects:

STATE RULES –This project, with Suzanne Clark and Janice Yates as co-Trustees, is creating a central resource for state eDiscovery Rules.  So, the project team has the rules from Florida, Michigan, Arizona, Washington, Oregon, Alaska, Alabama, Georgia, New York, Mississippi, D.C., Connecticut, and Texas.  The team invites other states to participate.

DATA SETS-The goal of the project is to create a new, generic dataset that includes as many of the modern data types (Slack, Snapchat, Facebook, website data, etc.) as possible in addition to traditional email for use within eDiscovery and Information Governance. The new data sets will be made available to the general public for use in research, testing, demonstrations, software development and other related use cases.

We welcome and look forward to the community’s help in data type identification and gathering sources of data we can use in this project.  Please contact us at with Data Sets in the subject line to get connected.  The project champion is Cash Butler, CEO and founder of ClariLegal.

DATA MAPPING-This project is in its formative stage, designed to document community standards around data mapping in response to the Senior Executive Accountability Regime (SEAR) in Ireland.

PROCESSING SPECIFICATIONS-This project was launched to update the processing stage of the EDRM.  Organized in concert with the Merlin Foundation, this EDRM project will build processing specifications such as de-NISTing, de-duping and other functions.

PRO BONO– This brand new project was created to help improve and promote equal access to justice. EDRM’s new Pro Bono Project participants will create a process for matching organizations and individuals in need of e-discovery capabilities for pro bono matters, with organizations and individuals wanting to make such capabilities available. The Project Trustee H. Bruce Gordon is actively seeking contributors.

FOMO PROJECT – TAR results typically target recall rates of 75%-80%.  Although up to 20% of relevant documents may be omitted from the TAR results (null set) that does not mean that 20% of the relevant information has been omitted.  The FOMO (Fear Of Missing Out) project is a statistical explanation of the small likelihood that the TAR null set contains new, significant, relevant information not found in the TAR produced documents.  The project team will refine the analysis, anticipate challenges, and defend the results at a January bench-bar conference in an effort to corroborate the anecdotal evidence and statistical analysis that demonstrate that an 80% TAR recall rate meets Rule 26 demands.  Project Trustees are Derek Duarte and Mallory Maier.

EDRM REVISION – Recognizing that the EDRM model has not had a refresh in some time, the project focuses on updating the underlying documentation of the EDRM model to reflect changes in technology, process, and the law.  The Project Trustee is Tara Emory.

GDPR PROJECT – The project team is working toward developing a code of conduct for cross-border discovery under the EU General Data Protection Regulation.  EDRM formed the team in August 2017 to examine GDPR and develop guidance for becoming GDPR compliant, particularly with an eye toward the regulation’s impact on cross-border discovery. Initially focused on data transfers from Ireland to the U.S., the guidance is aimed at mitigating some of the risk that international litigation teams and e-discovery practitioners face when balancing U.S. discovery obligations against European data privacy laws. Project Trustees are Dave Cohen and Jim Koziol.

IGRM – The Information Governance Reference Model was initially created to frame the discussion of information management, in the same way the Electronic Discovery Reference Model functions for e-discovery.  The project focuses on updating the IGRM model as well as recognizing the interconnection between this project and the Maturity Assessment project.  Maturity is measured in part by reviewing the level of collaboration among key stakeholders which is at the very core of excellent information management.  The Project Trustee is Eric Sedwick.

PROPORTIONALITY – The project’s goal is developing a template, which provides a common analytical framework for lawyers and the court to use when presenting and considering a proportionality assessment in litigation.  This tool will focus on the six proportionality factors, especially factor six, which weighs burden and expense against benefits.  The factors are laid out in Fed.R.Civ.P. 26.  The Project Trustee is Michael Shortnacy.

PRIVILEGE LOGS – A privilege log is a record of the responsive or relevant documents that are being withheld from production on a claim that they contain attorney-client communication, attorney work-product, or trade secrets.  The purpose of the project is developing best practices that most efficiently accomplish the task, including consideration of possible rule amendments.  The Project Trustee is Janet Bryan.

ARTIFICIAL INTELLIGENCE – Artificial Intelligence is a wide ranging and pervasive methodology reaching all areas of life.  The project explores its use in litigation and how it will continue to develop.  The project explores and develops opportunities to educate lawyers and judges on the role of AI in litigation, with its first draft ready for Advisory Council comment prior to publication. The Project Trustee is Kelly Atherton.

MATURITY ASSESSMENT  – The project’s goal is developing an interactive tool to measure a company’s e-discovery management based on the EDRM maturity model, which was developed several years ago.  It fosters a simpler first analysis of an organization’s eDiscovery maturity and hopefully leads them into a deeper analysis, which is provided by the more detailed EDRM maturity model. The Project Trustee is Mike Hamilton.


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