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Case Study: Fortune 1000 Retailer Uses 12-Month Plan to Optimize Legal Hold and Discovery​

  • General

Client

Fortune 1000 Retailer

Location

United States

Client Need

With 40,000+ employees spread across 2,300 stores in 16 states, a Fortune 1000 client was highly motivated to improve its legal hold and discovery response processes in order to reduce risk, leverage technology investments, and manage costs associated with discovery response.

Client Solution

Epiq’s Discovery Health Check’s assessment uncovered 15 specific opportunities for improvement including leveraging existing Microsoft 365 technologies to boost efficiency, automating Legal Hold processes to reduce risk, improving cross-functional collaboration, and cost reduction recommendations to increase visibility into spend. Epiq’s experts provided Legal Hold materials resulting in educating legal hold custodians across Legal and IT, and created a 12-month roadmap of recommendations for discovery program enhancement.

Why Epiq

The client chose Epiq due to our vast in-house experience, spanning over 18 years, in corporate discovery programs. They were confident that Epiq would take a holistic view of their discovery program, build a short- and long-term roadmap, and identify cost savings opportunities.  

Results and Benefits

15 Recommendations

within the 12 month roadmap of quick wins, opportunities, and timeline.

Leveraged

existing Microsoft 365 technology investments

Reliable

budget based on industry best practices for legal hold and discovery response.