how to say no to outrageous preservation requests

Post on 28-Nov-2014

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Copyright © 2011 Catelas Inc. All rights reserved Legal – What to preserve?

Preservation Requests

Scenario: a Preservation Request comes in from opposing counsel

Figuratively it looks something like this…• Way too broad• Unreasonable• Outrageous?

You either comply with the request or settle (to avoid the cost of discovery)

Your fear of the “unknown” takes over

Copyright © 2011 Catelas Inc. All rights reserved Legal – What to preserve?

You need to say NO WAY!

Enough is enough…You need to say NO WAY!

Copyright © 2011 Catelas Inc. All rights reserved Legal – What to preserve?

Introducing…..

Identification … WHO IS INVOLVED?

Pre-Case Intelligence …ONE STEP AHEAD

Copyright © 2011 Catelas Inc. All rights reserved Legal – What to preserve?

A defensible approach to defining a reasonable scope of Preservation

What we do

4. Saving you millions in Litigation Costs

01234

Before After Catelas

2. Provide supporting evidence to back up ‘what needs to be preserved’

3. Allowing you to reasonably define the scope of Preservation

1. Identify precisely ‘who is involved’ on Day 1

Copyright © 2011 Catelas Inc. All rights reserved Legal – What to preserve?

Thank You

Robert Levey978-996-2758robert.levey@catelas.comwww.catelas.com

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