[{"id":"1","name":"Federal Rule of Evidence 502"},{"id":"53","name":"Conducting Legal Holds"},{"id":"55","name":"Building an eDiscovery Practice & Team"},{"id":"58","name":"Early Data Analysis & Data Reduction Strategies"},{"id":"59","name":"Litigation Data Management & Policies"},{"id":"62","name":"Preservation Obligations & Formats"},{"id":"63","name":"Privilege"},{"id":"67","name":"Budgeting & Project Management"},{"id":"68","name":"Collection of Electronically Stored Information"},{"id":"69","name":"Evidence & Authentication"},{"id":"70","name":"Measuring Results: Surpassing Legal Compliance"},{"id":"71","name":"Introduction to the Federal Rules"},{"id":"72","name":"Search & Review of Electronically Stored Information"},{"id":"73","name":"Using Experts: Rule 30(b)(6) & Testimony"},{"id":"74","name":"An Introduction to the EDI Distance Learning Initiative"},{"id":"75","name":"Records & Information Management in an Organization"},{"id":"76","name":"Introduction to Information Technology: Collaboration & Workspaces"},{"id":"78","name":"Data Remediation"},{"id":"79","name":"Introduction to Information Technology"},{"id":"80","name":"eDiscovery Challenges in Specific Practice Areas: Product Liability Litigation"},{"id":"81","name":"eDiscovery Challenges in Specific Practice Areas: Employment"},{"id":"83","name":"eDiscovery Boot Camp: Challenges to In-House Teams"},{"id":"84","name":"Data Processing & Management"},{"id":"85","name":"Production Obligations & Formats"},{"id":"86","name":"Rule 37(e) & Sanctions"},{"id":"87","name":"The Supply Chain of Custody: Project & Process Management in the eDiscovery Workflow"},{"id":"88","name":"eDiscovery Challenges in Specific Practice Areas: Requesting Parties"},{"id":"89","name":"eDiscovery Challenges in Specific Practice Areas: Antitrust"},{"id":"90","name":"Expectations of the Court: Rule 16 & 26(f) Conferences"},{"id":"91","name":"Introduction to Information Technology: Communications"},{"id":"92","name":"Data Privacy"},{"id":"93","name":"Information Security 101"},{"id":"94","name":"International eDiscovery"},{"id":"95","name":"Third Party Obligations & Procedures"},{"id":"96","name":"The Document Review Process"},{"id":"97","name":"26(f) Conferences and Meet & Confers"},{"id":"98","name":"The EDI Diversity Initiative"},{"id":"99","name":"eDiscovery Challenges in Specific Practice Areas: Government Investigations"},{"id":"100","name":"Write Right"},{"id":"101","name":"Why eDiscovery?"}]

Third Party Obligations & Procedures

1 hour 11 mins

In this course, the faculty discusses the various issues that may arise when a non-party to a matter receives a request for information. The faculty details the process a 3^rd party should follow in analyzing and responding to a request, and highlights some best practices. This course also includes a discussion of the impact of the 2015 amendments to the Federal Rules of Civil procedure on 3^rd parties’ obligations.

Class Outline:

Third Party Obligations & Procedures 1 hour 11 mins
- Third Party Information Request
- Third Party Request Process
- Determining Whether a Third Party Request is Necessary
- Legal Obligations of the Requesting Party
- Undue Burden & Cost Considerations
- Legal Obligations of the Third Party
- Third Party Preservation Obligations
- Proportionality Principles for Third Parties
- Production Format Requirements
- Ensuring Delivery of Necessary Data
- When Does the Preservation Obligation Expire?
- 2015 Amendments to the Federal Rules
- Collaboration & Conclusion

Class Readings:

Third Party Obligations & Procedures.pdf

Course Comments

Audree Lebdjiri | 09/29/2024

Minutes 51-57 were pure gold on what questions to ask. Very helpful!

Charles Reid | 06/12/2017

Informative

Disclaimer: The views and opinions expressed in this online video course are those of the individual faculty members
and do not necessarily reflect the official policy or position of any organization, corporate entity, law firm, government agency or the Electronic Discovery Institute.