Know what you're collecting
before you collect it

Estimate scope, cost, and risk across custodians, data types, and sources before you commit.

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10 Collection Types
6 High-Risk Sources
Defensibility-Focused

Collection Expectations Guide

Answer 4 quick questions to get a tailored breakdown of what you'll collect, what you'll miss, and where the risks are.

References & Disclaimers

References

  • Federal Rules of Civil Procedure, Rule 26(f)
  • The Sedona Principles, Third Edition (2017)
  • EDRM (Electronic Discovery Reference Model), edrm.net
  • Zubulake v. UBS Warburg, 217 F.R.D. 309 (S.D.N.Y. 2003)
  • Pension Committee of the Univ. of Montreal Pension Plan v. Banc of America Securities, 685 F. Supp. 2d 456 (S.D.N.Y. 2010)

Disclaimer

For reference only. This tool is provided as a general educational resource for legal professionals and does not constitute legal advice. It is not a substitute for the judgment of a qualified attorney. Delphoria makes no representations as to the completeness or accuracy of this information as applied to any specific matter. Use of this tool does not create an attorney-client relationship.

* Information current as of March 2026. Agency guidelines and legal standards are subject to change. Always verify against current official sources before relying on this material.

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