Model Code of Conduct

EDRM Model Code of Conduct

The mission of the EDRM Model Code of Conduct Project is to evaluate and define acceptable boundaries of ethical business practices within the e-discovery service industry, and to issue aspirational guidelines intended to serve as a basis for ethical decision-making by all participants in the e-discovery process.

Model Code of Conduct Topics

The EDRM Model Code of Conduct is organized by topic:

1. Professionalism
2. Engagement
3. Conflicts of Interest
4. Sound Process
5. Cooperation & Communication
6. Security & Confidentiality
7. Dispute Resolution

Please note that the currently posted materials are in draft form

Model Code of Conduct Structure

The section for each topic consists of a principle and a corollary, followed by best practices, discussion, and examples:

• Principle & Corollary:
  • Principle: Statement of the duties of a service provider
  • Corollary: Statement of the related duties of a client
• Best Practices: Recommended guidelines for ethical decision-making
• Discussion: Commentary on best practices
• Examples: Hypothetical secenarios for real-world implementation of best practices

Accomplishments

• Topics reorganized: “Disclosure” now is “Conflicts of Interest”; “Cooperation” now is “Cooperation & Communication”
• New topic added, “Dispute Resolution”

Goals

• We are working towards completing a formal draft for public comment later this year

Downloads for the Model Code of Conduct Project, sorted from newest to oldest:

Most files may be downloaded by anyone. Except where otherwise noted, use of files is subject to a Creative Commons Attribution 3.0 United States License. To provide attribution, please cite to “EDRM (edrm.net).” If you have questions, contact us at mail@edrm.net.

Some files are identified as “participants-only draft.” These are works in progress, available only to EDRM participants. Generally, these files ultimately will be made publicly available or else their content will be incorporated into the EDRM site.

• EDRM LegalTech 2009 Luncheon Presentation
  (posted Feb 09, 2009; ppt; 4.94 MB)
  Presentation from the EDRM luncheon at LegalTech New York, Feb. 3, 2009
• EDRM LegalTech 2009 Luncheon Presentation
  (posted Feb 09, 2009; pptx; 1.82 MB)
  Presentation from the EDRM luncheon at LegalTech New York, Feb. 3, 2009
• EDRM LegalTech 2009 Luncheon Presentation
  (posted Feb 09, 2009; pdf; 1.42 MB)
  Presentation from the EDRM luncheon at LegalTech New York, Feb. 3, 2009
• EDRM Model Code of Conduct Overview (version 1.0)
  (posted Jan 29, 2010; pdf; 78.96 KB)
  Overview of the EDRM Model Code of Conduct Project, prepared for Feb. 1, 2010 EDRM lunch-and-learn session

• Full Set of Materials from EDRM Lunch-and-Learn Session at LegalTech - March 1, 2010

  Here are links to all the materials used and distributed at the EDRM lunch-and-learn session at New York LegalTech

• 2010-2011 EDRM Kickoff Meeting Update - February 26, 2010

  Whether you are a current EDRM participant, an EDRM alumnus, or have never participated in EDRM, we invite you to the kickoff meeting for the 2010-2011 EDRM year - our sixth year!

• Electronic Discovery Reference Model (EDRM) Announces Public Comment Period for All E-Discovery Projects - February 23, 2010

  ST. PAUL, Minn. – February 23, 2010 – The Electronic Discovery Reference Model (EDRM) project teams announced today announced the beginning of the public comment period for new work product drafts posted on the EDRM website.

• Overview Materials for EDRM Lunch-and-Learn Session - January 30, 2010

  Overview materials for the Feb. 1, 2010 EDRM lunch-and-learn session are now available for download

• EDRM at LegalTech - November 10, 2009

  EDRM will at LegalTech NY, with a Lunch & Learn session on Monday, February 1, 2010, in the Hilton's Petit Trianon room. Find out what we have been doing with EDRM, where we hope to go with the projects, and how you can get involved.

• EDRM Approaches Mid-Year Meeting With New Website and Significant Project Advancements - October 17, 2009

  The Electronic Discovery Reference Model (EDRM) project today announced that it is now easier for users to find the valuable research and standards created by the leading e-discovery industry group via a completely re-designed website, www.edrm.net. In addition, the EDRM leaders, Tom Gelbmann and George Socha, have provided updates to all of the working projects in advance of the mid-year meeting, which is being held from Oct. 20-21, 2009, in St. Paul, Minn.

• What’s New at EDRM - September 11, 2009

  Great strides have been taken over the past two years to flesh out and further define the EDRM model. Over the next few months, you will be seeing two years worth of active collaboration, refinement and modeling being added to the EDRM website. As part of that process, we are re-building the site to provide users an updated interface with easier access to the valuable research and content. In that realm, we wanted to provide a quick update on what’s happening in each of the projects.

• EDRM LegalTech Luncheon Presentation Now Available - February 9, 2009

  The presentation from the EDRM Luncheon at LegalTech New York is now available for download. On Feb. 3, 2009, EDRM leaders gave presentations on their working group activities and progress in 2008 as well as activities of focus in 2009. They covered all six EDRM projects: Evergreen, XML, Metrics, Search, Model Code of Conduct, and Data Set.

• EDRM Luncheon at LegalTech New York Conference to Address Key E-Discovery Issues - January 29, 2009

  St. Paul, MN (January 28, 2009) – The Electronic Discovery Reference Model (“EDRM”), an industry group created to develop and establish practical guidelines and standards for electronic discovery, today announces: WHAT: An EDRM “Lunch and Learn” featuring George Socha, Tom Gelbmann and other industry leaders for a presentation on the key trends impacting e-discovery professionals, including advancing standards across all phases of the process (Evergreen), ethical challenges (Model Code of Conduct), search practices and technology advancements (Search), data challenges (Data Set) and XML integration between various e-discovery tools (XML). Attendees will also have an opportunity to learn more about involvement in this industry-leading organization.

• Fios & EDRM Webcast: Creating Standards for E-Discovery - April 7, 2008
• Draft EDRM 2007-2008 Content Now Available for Public Comment - February 1, 2008

  The draft EDRM 2007-2008 content is now available for public comment.

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