Search Scenarios

Here are two common search scenarios to help get you started with eDiscovery.

Scenario 1

This scenario involves searching for electronic communications between two different employees of the same company; one of them is terminated. As an authorized member of the legal team, your goal is to find out what precipitated a termination at a company. You have been informed that it involved employees Sue Adams and Ted Barker. Sue was terminated in 2016.

To accomplish this, you must run an electronic communications search with the following criteria:

  • Search Criteria: Search across the archive using multiple keywords and date range for two different custodians, one is terminated. We will assume that the archive you are searching includes both custodians and the items are dated back five years or more.
  • Electronic Communication Types: Emails (inbound and outbound) with attachments, chats, calendar entries, Bloomberg messages, SMTP emails (with templates).
  • Time Period: As of today's date, search back five years (April 4, 2017 to April 4, 2012).

Scenario 2

This scenario requires you to run an electronic communications search for one custodian (sent and received) in order to preview results, then export to send to the End user for final disposition. As an authorized member of the legal team, you must run an electronic communications search for one custodian (sent and received) in order to preview results, then export to send to the End user for final disposition.

  • Time Period: As of today's date, search back 10 years (April 4, 2017 to April 4, 2007).
  • Electronic Communication Types: Emails (inbound and outbound) with attachments, chats, calendar entries, Bloomberg messages, SMTP emails (with templates).
  • Use the following Keywords and Phrases: (Text - Name) OR (Text - Firm ) OR (Text - Firm ) OR (Text - Firm) OR (Text - Firm) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Firm) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name) OR (Text - Name)