Case Study: Improving Legal Hold Preservation and Reducing Costs for a Fortune 500 Financial Company

Client Need

Improve personnel data preservation practices to reduce costs and eliminate spoliation risk.

The client's corporate legal team lacked the technical resources to manage legal hold preservation, relying on the corporate IT team, which was unfamiliar with legal eDiscovery requirements. This led to incorrect data preservation practices, increasing risks and costs.

Client Solution

Legal hold preservation assessment and gap analysis to improve practices and lower costs.

Epiq collaborated with the client's legal and IT teams to conduct a legal hold preservation assessment, identifying multiple risks within the current processes and tools. The client utilized this gap analysis to automate their preservation efforts, significantly reducing time and costs.

The refined process employs best practices, ensuring all custodians' data is preserved from the moment of a hold obligation to the case's closure, significantly reducing the risk of spoliation.

Why Epiq

The client chose Epiq for its strong combination of eDiscovery and information governance expertise, bridging the gap between the client's legal and IT teams.