Thu. Dec 7th, 2023

Content Assessment: The Workstream of eDiscovery - Considering Processes and Tasks

Information - 91%
Insight - 89%
Relevance - 94%
Objectivity - 95%
Authority - 90%



A short percentage-based assessment of the qualitative benefit of the post highlighting the workstream eDiscovery processes and tasks.

Editor’s Note: The exponential growth in electronically stored information (ESI) has created immense eDiscovery challenges for organizations. Effective information governance and eDiscovery capabilities are crucial to manage legal risk and obligations. This content outlines key eDiscovery processes – from initial case assessment through defensible disposition of data – to inform discussions around developing comprehensive workflows aligned with organizational needs and resources. A thoughtful approach enables legal teams to control costs, avoid sanctions, leverage ESI for facts, and meet discovery duties. As data volumes and litigation continue rising, a sound eDiscovery framework is essential.

Draft Listing

The Workstream of eDiscovery


From the trigger point for audits, investigations, and litigation to the conclusion of cases and matters with the defensible disposition of data, there are countless ways data discovery and legal discovery professionals approach and administer the discipline of eDiscovery.  Based on an aggregation of research from leading eDiscovery educators, developers, and providers, the following eDiscovery Processes and Tasks listing may be helpful as a planning tool for guiding business and technology discussions and decisions related to the conduct of cybersecurity, information governance, and legal discovery-related eDiscovery projects. The processes and tasks highlighted in this listing are not all-inclusive and represent only one of the myriads of approaches to eDiscovery.


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  • Dimm, B. (2016). TAR 3.0 and Training of Predictive Coding Systems. [online] Available at: [Accessed 17 June 2022].
  • Grossman, M. and Cormack, G. (2016). Continuous Active Learning for TAR. Practical Law, [online] (April/May). Available at: [Accessed 17 June 2022].
  • Losey, R. (2018). e-Discovery Team ®. [online] e-Discovery Team ®. Available at: [Accessed 17 June 2022].
  • Macauley, C. (2016). Forensic Matters: Further advances in TAR. [online] KordaMentha. Available at: [Accessed 17 June 2022].
  • Socha, G. and Gelbmann, T. (2005). Electronic Discovery Reference Model. [online] Available at: [Accessed 17 June 2022].

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Additional Reading:

Complete Checklist: eDiscovery Processes and Tasks (Downloadable PDF) – Mouseover to Scroll

eDiscovery Processes and Tasks - ComplexDiscovery - 061722


Generative Artificial Intelligence and Large Language Model Use

ComplexDiscovery OÜ recognizes the value of GAI and LLM tools in streamlining content creation processes and enhancing the overall quality of its research, writing, and editing efforts. To this end, ComplexDiscovery OÜ regularly employs GAI tools, including ChatGPT, Claude 2, Midjourney, and DALL-E3, to assist, augment, and accelerate the development and publication of both new and revised content in posts and pages published (initiated in late 2022).

ComplexDiscovery also provides a ChatGPT-powered AI article assistant for its users. This feature leverages LLM capabilities to generate relevant and valuable insights related to specific page and post content published on By offering this AI-driven service, ComplexDiscovery OÜ aims to create a more interactive and engaging experience for its users, while highlighting the importance of responsible and ethical use of GAI and LLM technologies.


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ComplexDiscovery is a distinguished digital publication that delivers journalistic insights into cybersecurity, information governance, and eDiscovery developments and technologies. It adeptly navigates the intersection of these sectors with international business and current affairs, transforming relevant developments into informational news stories. This unique editorial approach enables professionals to gain a broader perspective on the intricacies of the digital landscape for informed strategic decision-making.

Incorporated in Estonia, a nation celebrated for its digital innovation, ComplexDiscovery OÜ adheres to the most rigorous standards of journalistic integrity. The publication diligently analyzes global trends, assesses technological breakthroughs, and offers in-depth appraisals of services involving electronically stored information. By contextualizing complex legal technology issues within the broader narrative of worldwide commerce and current events, ComplexDiscovery provides its readership with indispensable insights and a nuanced understanding of the eDiscovery industry.