E-Discovery Specialist Sample Job Descriptions

E-Discovery professionals use technology in the legal discovery process between a plaintiff and a defendant involving electronic documents. They review and manage the electronic records involved in the discovery process. E-Discovery professionals must be tech-savvy and must be well-versed in legal knowledge. Although being a lawyer isn’t a requirement, it is extremely beneficial. [Your Company Name] is searching for an experienced E-Discovery professional to take our business to new levels. As an ideal candidate, you have experience using technology to facilitate discovery, drafting and communicating litigation hold procedures, gathering and analyzing electronic information, and ensuring compliance with rules and regulations regarding the production of information. 

Typical duties and responsibilities

• Assess a client’s electronically stored information (ESI) 
• Create policies for preserving ESI
• Serve on E-Discovery teams
• Ensure compliance with federal ESI rules
• Educate clients on E-Discovery policies
• Use technology to facilitate discovery
• Assist in the collection, processing, review, analysis, and production of ESI

Education and experience

The E-Discovery occupation is attracting people with backgrounds as paralegals as well as people with experience in the IT field. IT professionals in the E-Discovery field are usually required to have a bachelor’s degree in information science, computer science, or a related field. Paralegals are required to have an associate degree.

Some firms require E-Discovery professionals to have certification, such as the one offered by the Association of Certified E-Discovery Specialists (ACEDS).

Required skills and qualifications

• Written and verbal communication skills
• Knowledge of federal regulations regarding ESI
• Analytical thinking
• Organization and time management skills
• Knowledge of ethical and legal guidelines governing the discovery process

Preferred qualifications

• J.D. degree 
• 3+ years working in technology and legal
• Strong interpersonal skills
• Excellent legal knowledge

ABC Company is currently looking for a Cyber Discovery Professional to work on our Cyber claims team. This position can be filled in any of our Claims offices across the United States.

Additional responsibilities include:

• Analyze coverage, liability, and damages
• Participate in mediations and negotiating settlements
• Draft reservation of rights and coverage denial letters
• Notify the Underwriter of claim issues
• Draft case summary reports in connection with significant reserve increases and trial preparation
• Direct activities of defense counsel

Basic qualifications:

• Juris Doctor and 5 or more years of experience in the Legal area
• Must obtain and maintain required adjuster license(s)
• Experience in insurance claims and the insurance legal and regulatory environment negotiation experience
• Customer service experience
• Microsoft Office experience

Preferred qualifications:

• Member of the Bar
• Claims handling experience in Cyber, D&O, or other Financial Lines claims and/or insurance coverage defense
• Analytical skills
• Strong communication skills
• Ability to multi-task
• Organization and time management skills
• Ability to work independently
• Experience collaborating across work groups

ABC Company is seeking to hire an E-Discovery Specialist to support our Electronic Discovery and Support of Litigation (EDSL) contract.

Duties include

• Analyze support requests and determine tools and procedures required to preserve, collect, and analyze electronically stored information (ESI) in a forensically sound manner
• Perform advanced collection, processing, and analysis of collected ESI in accordance with Forensics laboratory and ISO standards; deliver processed data and reports
• Perform required reporting and documentation and maintain chain of custody of computer forensics evidence
• Capable of independently handling complex, large-volume, and novel situations and examinations
• May be called to testify in legal proceedings regarding forensic work performed on assigned cases
• Analyze support requests and determine tools and procedures required to preserve, collect, and analyze electronically stored information (ESI) in a forensically sound manner
• Perform advanced collection, processing, and analysis of collected ESI in accordance with Forensics laboratory and ISO standards; deliver processed data and report

Minimum requirements

• Sound understanding of the e-Discovery Reference Model (EDRM) and life-cycle
• Expert in the collection, processing, and analysis of forensics-related ESI processing
• Proficiency in problem recognition and solving skills
• Proficiency in interpersonal and written communications
• Advanced analytic and analysis skills
• Minimum Of 10 Years of Professional Experience
• Minimum of 5 years of current digital forensics collection and processing experience
• Bachelors Degree
• One non-vendor-specific Digital Forensics Certification

Your role and responsibilities

• Apply experience and expertise with eDiscovery Software and Platforms, database management, software development, forensic tools, collections, and data and system security.
• Ensure quality and success by utilizing best practices for electronic discovery and matter workflow, and prioritizing legal requests to meet deadlines.
• Initiate and oversee data retention procedures, retrieval, and production, interfacing with legal counsel and suppliers of eDiscovery support services.
• Analyze situations, implement solutions, and develop new procedures, processes, and reporting methods, documenting all enhancements that improve service quality, such as tracking systems and databases, reporting templates, revised workflows, and written procedures.
• You will establish ongoing relationships and utilize experience and expertise to advise and guide legal teams and other legal professionals, including management and senior executives as well as teams outside Corporate Litigation, e.g., HR Legal, Investigations, Trust & Compliance, ABC Company outside counsel, and suppliers of eDiscovery support services.
• You should have the desire to learn and adapt new technology related to the electronic discovery process, including evolving standards created through case law and groups such as EDRM (eDiscovery Reference Model) and The Sedona Conference.
• Utilize technology and workflow efficiencies to identify cost-reduction opportunities.
• Reliability and the ability to solve problems are key in this industry. Be comfortable with ambiguity, there is no one-size-fits-all approach that works in litigation support.
• Ownership of matter lifecycle from inception to final disposition, utilizing foresight to adjust workflows and ensure the best outcomes for all stakeholders.

Required technical and professional expertise

• A minimum of 5 years experience managing electronic discovery projects with a thorough knowledge of software and hardware and best practices used in the electronic discovery process
• Demonstrated experience in Relativity and other review platforms, and familiarity with forensic tools such as FTK, Palladin, Cellebrite, and Encase
• Experience with document productions (Bates stamping, confidentiality logos, data compression, and production requirements for government entities)
• Ability to access, input, analyze, and retrieve information from various computer applications, and learn and utilize new applications on an expedited basis.
• Experience utilizing MS suite tools (Excel and PowerPoint in particular) to analyze data and provide impactful insights.
• Familiarity with:
  • Legal Holds / Document Retention Orders
  • Hard drive, cloud, and server storage solutions
  • System backup solutions such as Code42
  • Organizational email and data retention policies
  • General experience with legal matter management software (Passport, LexisNexis, etc).
  • Short Message Communications platforms such as Slack, Teams, Google Chat
• Excellent communication skills are required

Preferred technical and professional expertise

• Strong Excel experience
• Relational database experience
• FileMaker Pro experience
• Hanzo Illuminate & Dynamic Capture
• Exposure to Jira, Confluence, GitHub, Trello, Muira,88888