What is e-discovery?
E-discovery (electronic discovery) is the discovery process applied to electronically stored information (ESI) — email, documents, messages, databases, and other digital records — in litigation, investigations, and regulatory matters.
The stages
E-discovery is commonly described as a series of stages (the Electronic Discovery Reference Model, or EDRM):
- Identification — determine what ESI might be relevant and where it lives.
- Preservation — protect that ESI from deletion, usually via a litigation hold.
- Collection — gather the ESI from its sources.
- Processing & review — filter, deduplicate, and review for relevance and privilege.
- Production — deliver the responsive, non-privileged material to the other side.
Why records management matters
E-discovery is where records management meets litigation, and the connection is direct:
- Organizations with well-managed records — disposed of defensibly on schedule and findable when needed — face lower e-discovery cost and risk, because there’s less irrelevant material to wade through and relevant records can be located reliably.
- Organizations drowning in ROT (redundant, obsolete, trivial data) face the opposite: bloated, expensive review and a higher chance of missing or mishandling relevant ESI.
The cost driver
Review is the most expensive stage of e-discovery, and its cost scales with volume. That’s why disposing of records you’re no longer required to keep isn’t just tidy — it directly reduces future e-discovery expense and the risk of spoliation. Sound records management and information governance are, in effect, e-discovery cost control.
Sources & further reading
Authoritative government and non-profit references.
- The Sedona Conference — e-discovery guidance — The Sedona Conference
How to cite this page
APA
RM University Editorial. (2026). What is e-discovery?. Records Management University. https://www.recordsmgmt.org/questions/what-is-e-discovery/
MLA
RM University Editorial. "What is e-discovery?." Records Management University, 24 March 2026, www.recordsmgmt.org/questions/what-is-e-discovery/.
Related questions
- What is a litigation hold?
- What is ROT (redundant, obsolete, trivial) data?
- Big-bucket vs item-level retention schedules: how do I choose between them?
- Can a company be penalized for keeping data too long under privacy laws even if nothing was breached?
- Can a US company store records in the EU, or do data localization and cross-border transfer rules block it?