Transforming Early-Stage eDiscovery: Breaking Free from Fragmented, Risky Processes

Connecting with Legal Team's Pain Points

Legal teams often find themselves stuck in a frustrating cycle when it comes to early-stage eDiscovery. Identifying, preserving, and collecting data are manual, fragmented, and high-risk processes. Legal teams rely on HR, IT, and custodians for data and custodian identification, juggling Excel trackers, email requests, and inconsistent workflows. This often leads to overcollection, undercollection, or costly delays.

By the time data reaches review, you’re already weeks behind, unsure if everything has been captured, and spending more than you should. Sound familiar?

Challenging the Status Quo    

The problem isn’t eDiscovery itself; it’s the way we begin it. The left side of the EDRM (Electronic Discovery Reference Model) is fundamentally broken:

• Information governance tools aren’t built with legal in mind.

• Identification relies on emails, interviews, and guesswork.

• Preservation is piecemeal, with different approaches for each data source.

• Collection is slow, inconsistent, and often incomplete.

We don’t have a discovery problem; we have a foundational eDiscovery problem, where cases are built "on shifting sand" during early case assessment.

Why the Current Approach is Costly & Risky

Without a connected, automated, and defensible approach to early e-Discovery, legal teams are forced to:

• Overcollect data, leading to higher processing and review costs, up to 75% of the data reviewed should never have been there in the first place.

• Undercollect data, increasing legal exposure and risk.

• Waste valuable time waiting on IT, HR, and custodians to respond.

• Rely on manual, high-touch workflows, introducing inconsistencies and errors.

These inefficiencies not only slow you down,  but they also increase legal spend, create compliance risks, and reduce defensibility in litigation.

The Fear of What Could Go Wrong

What happens when critical evidence is missed? Or when you can’t prove defensibility because your collection process wasn’t properly tracked?

Imagine facing outside counsel or regulators, not knowing for sure whether all relevant data was identified and preserved correctly. Imagine the cost of processing and reviewing unnecessary data simply because your team didn’t have the right tools upfront.

The worst part? It doesn’t have to be this way.

Introducing CaseFusion

CaseFusion is the first fully integrated, automation-driven platform for foundational eDiscovery. We bring identification, legal holds, custodian surveys and interviews, and collection into a single platform, so legal teams can:

• Take control of eDiscovery from day one, without waiting on IT or HR.

• Automate identification & collection, ensuring you get the right data, fast.

• Preserve data defensibly & consistently, with full tracking and auditability.

• Eliminate wasted time & cost, reducing overcollection and streamlining legal workflows.

With CaseFusion, legal teams don’t just react to eDiscovery demands; they proactively manage discovery from the start, reducing risk, cost, and delays.

The future of eDiscovery isn’t just about better processing and review, it’s about fixing the broken foundation. Let’s talk about how CaseFusion can help you streamline early eDiscovery and take control of the left side of the EDRM. Are you ready to change the way legal teams handle discovery?