XDD eDiscovery Handbook

A Comprehensive Guide to Improve your eDiscovery Acumen

Open book, closed case

At XDD, communication and education are the catalysts that make things happen.  Producing powerful educational assets in multiple formats are integral components of XDD’s business model.

To strengthen our already vast Educational Content Program, XDD has researched, written and published a new 389-page “eDiscovery Handbook” to help practitioners improve their overall eDiscovery acumen.

Authored by XDD Director of Education, Matthew Verga, JD, the comprehensive handbook is comprised of three units covering eDiscovery Fundamentals, eDiscovery in Depth and Advanced eDiscovery Topics, providing eDiscovery practitioners with an electronic desk reference they can turn to for guidance about their eDiscovery matters regardless of experience level or project phase.

Download a Complimentary Copy 

Available for complimentary electronic download in PDF format via the form below, we hope you find this handbook to be a valuable tool in your eDiscovery toolkit for years to come.

XDD eDiscovery Handbook Organization and Scope

The XDD eDiscovery Handbook begins with a chapter discussing attorneys’ duty of technology competence for eDiscovery and then provides three units of progressively-greater sophistication:

  • Unit 1 – eDiscovery Fundamentals covers the fundamentals practitioners need to know about each phase of an eDiscovery project, from identification to production
  • Unit 2 – eDiscovery in Depth provides deeper dives into key eDiscovery skills and challenges for those looking to move beyond the fundamentals
  • Unit 3 – eDiscovery Advanced Topics explores more nuanced and challenging subjects, including newer ESI sources, developing case law, and program management

Throughout the three units, this book focuses on domestic practice within the United States, primarily on civil practice in the federal courts.

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Links and Footnotes

The XDD eDiscovery Handbook is designed to be used electronically, as a searchable PDF.  In lieu of traditional citations, this book uses hyperlinks directly to the sources being referenced or quoted, so that readers can immediately access and review the sources themselves.  Throughout the text, you will find linked text formatted like this that will link you directly to a publically-available article, copy of a rule, copy of a case, or other relevant source for more information.  For cases discussed in the book, case name, number, jurisdiction, and date are also provided in the text, so that you can find them in your preferred legal research service as well.

To accommodate any readers using a printed copy of this book or materials from it, footnotes have been added for each piece of linked text that provide the full link address, like this.[1]


The information provided in the XDD eDiscovery Handbook does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available in this book are provided for general informational purposes only.  While efforts to provide the most recently available information were made within each chapter, information in this book may not constitute the most up-to-date legal or other information.  This book contains links to third-party websites.  Such links are only for the convenience of the reader; Xact Data Discovery (XDD) does not recommend or endorse the contents of the third-party sites.

Readers of this book should contact their attorney to obtain advice with respect to any particular legal matter. No reader of this book should act or refrain from acting on the basis of information in this book without first seeking legal advice from counsel in the relevant jurisdiction.  Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

Use of this book, or any of the links or resources contained within, does not create an attorney-client relationship between the reader and the author or Xact Data Discovery (XDD).  All liability with respect to actions taken or not taken based on the contents of this book is expressly disclaimed.  The content of this book is provided “as is.”  No representations are made that the content is error-free.

[1] https://xactdatadiscovery.com/

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