In addition to quarterly assessments, consider internal, ongoing reporting, which tends to focus on material litigation trends. Ongoing reporting helps you visualize annual trends and gives you the chance to benchmark against your competitors.
Consider keeping a portion of your e-Discovery in-house, and work with your IT department, and not legal, to help keep your data aligned. Maintain a strong relationship with your IT team to establish better communication and to break down “language barriers” between departments. This will facilitate management of e-Discovery in future cases.
Maintain open lines of communication with those involved in the lawsuit and those within your legal department generally. Communication and transparency is key to ensuring success and can help prevent mistakes from occurring.