Episode // May 23, 2017

Creating a Custodian Interview Script – Conducting Effective Custodian Interviews, Part 2

Conducting effective custodian interviews requires asking various questions, whether they be legal, technical, communication, or compliance-related. Creating a custodian interview script is a very important step in the process of custodian interviews. The questions asked may range from biographical questions, such as questions about identity, role within the organization, tenure at the organization, and areas of responsibility, to technical questions, in which you are attempting to get a picture of the kinds of materials the individual generates and receives in their work, as well as the hardware and software they use to do it.

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Episode // May 30, 2017

Custodian Interview Tools and Logistics – Conducting Effective Custodian Interviews, Part 3

In planning how to format a script and execute custodian interviews, determining the optimal approach for a particular project requires consideration of the specifics. All approaches are one of three types. The first is conversational, where one attorney conducts all of the interviews personally, makes notes as they go, and manually compiles the results for matters of small-to-moderate size. The second is formal, where formats for the script and answer recordation for more complex matters include pre-formatted documents. The last is technology-assisted, for the largest, most-distributed, or most-urgent matters.

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