Create a rolling-production schedule matrix for the Response Production Checklist to track ESI delivered in tranches under a federal court order

Court Order Document *

ESI Collection Scope * Select ESI collection scope Email communications and attachments Text messages and instant messaging Social media content and posts Cloud storage documents and files Mobile device data and applications Database records and structured data Audio/video recordings and voicemails Machine-generated logs and system data Metadata and audit trails Complete ESI preservation (all categories)

Production Tranche Schedule *

Privilege Review Parameters * Select privilege review scope Attorney-client privilege communications only Work product doctrine materials Joint defense privilege with co-counsel Common interest privilege agreements Litigation privilege protection Settlement privilege and negotiations Corporate legal privilege communications In-house counsel business advice vs legal advice Third-party attorney communications Comprehensive privilege screening (all categories)

Key Stakeholder Roles * Select stakeholder role Outside counsel lead litigation team In-house legal department coordination Managed document review service provider E-discovery vendor and processing team Forensic data collection specialists Privilege review senior attorneys Quality control and technical validation Court-appointed special master oversight Expert witness technical consulting Multi-party joint defense coordination

Document Format Requirements * Select document format PDF with OCR text extraction TIFF images with load file metadata Native file format with extracted text DAT load file with Bates numbering Concordance format with delimiters Relativity-ready load files Industry standard EDRM XML Federal Rule 34(b)(2)(E) format Parties' agreed-upon production format Custom formatting with metadata fields

Search and Collection Methodology * Select methodology Search term filtering with negotiation Predictive coding and technology-assisted review Custodian-based targeted collection Date range limitation with exceptions Issue tagging for responsiveness De-duplication across custodians Email threading and family grouping Rolling collections as new sources identified Hot document priority production Iterative sampling and refinement

Confidentiality Designations * Select designation Attorneys' Eyes Only designation Confidential Highly Sensitive (CHS) Confidential designation standard Outside counsel protection only Court protective order tiered levels Source code protection protocols Financial data special handling Personal identifiers redaction required Trade secret protection measures Multi-tier confidentiality scheme

Quality Assurance Metrics *

Special Handling Instructions