APPENDIX 2: EVALUATING E-DISCOVERY SOLUTIONS – EVALUATION CHECKLIST

Collection / search

• Does the solution possess full-text search capabilities?

• Can the solution search across multiple information systems, formats, and platforms?

• Can the solution collect content from multiple information systems, formats, and platforms?

• Can search criteria be saved and re-executed in the future?

• Can the solution search meta-data?

• Can search results be sorted by meta-data fields?

• Does the solution have an automatic logical grouping feature?

• Does the solution highlight ‘hits’ within the results?

Preservation / automation of ‘litigation holds’

• Does the solution allow the fine-grained definition of litigation hold parameters?

• Can the ...

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