Formal project management practices are increasingly prominent within corporations around the world. Likewise, e-discovery project management has become a way to control spending and improve project results, whether that operation is an in-house team at a law firm or corporate legal department, or it is a core business line at a legal technology partner and provider. Adherence to project management standards within an e-discovery operation can lead to more optimal outcomes for the case team, clients and the e-discovery operation itself.

In the “Guide to the Project Management Body of Knowledge” (or PMBOK guide), the Project Management Institute outlines key project-management processes intended to guide the general phases of a project’s execution: project conception and initiation, planning, executing, monitoring and controlling, and finally, closing. To facilitate proper execution of each phase, project managers must understand the key components to this framework and how each process contributes to the success of an e-discovery matter. Here’s how to navigate each step and a few tips and tricks to get started.

Conception and Initiation

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