Creating Effective ESI Protocols in Litigation: A Practical Guide for Legal Professionals

If you are a legal professional involved in litigation, please see this detailed guide to effective ESI protocols. This resource covers how to manage, preserve, and exchange digital evidence—such as emails, messages, files, and cloud data—during the discovery process. It explains who must comply with ESI protocols, outlines key steps like identifying custodians, securing evidence, and selecting the right production formats, and provides tips on handling privilege and confidentiality. The guide also highlights negotiation strategies, legal compliance requirements, and the best ways to avoid common pitfalls when working with electronic records. Regular updates and careful planning are emphasised to keep your protocols defensible and efficient in a changing legal landscape.

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