ESI Management
Organize, categorize, and prepare electronically stored information for review, handling diverse file formats and email threading. Reduces processing complexity significantly.
Varies by project -- reduces processing complexity
Consistent organization methodology
Litigation & Dispute Resolution
The Problem
- ✗Diverse file formats requiring processing
- ✗Email threading and deduplication
- ✗Metadata preservation requirements
- ✗Processing costs per gigabyte
- ✗Load file generation for review platforms
How Claude Helps
Categorizes documents by type and source, identifies email threads and conversations, extracts and organizes metadata, flags near-duplicates, and prepares summaries by custodian or topic.
Step-by-Step Workflow
Inventory ESI sources
Email, file shares, cloud
Process and normalize
Formats
Use Claude for categorization
And initial organization
Generate custodian summaries
By custodian and topic
Create review sets
By priority
Proceed to substantive review
With organized document sets
Example Prompt
This is an email export from John Smith's mailbox for the relevant date range. Organize and summarize: 1. Total email count 2. Breakdown by sender/recipient 3. Key conversation threads identified 4. Attachments inventory 5. Date distribution (emails per month) 6. Initial assessment of relevance to the License Dispute matter Flag any emails that appear to involve: - Counsel communications (potential privilege) - Technical discussions about the licensed software - Contract or payment discussions - Customer complaints or issues Provide a custodian summary report.
Frequently Asked Questions
Can Claude handle native file processing?
Claude works with text. For native file processing (extracting text from various formats), use standard e-discovery processing tools first, then Claude for analysis.
What about load file generation?
Claude can help organize metadata for load file creation. The actual load file format depends on your review platform requirements.
How does this compare to Relativity processing?
Relativity handles industrial-scale processing. Claude assists with organization and analysis. They're complementary for different project sizes.