The Standard for a Preservation Order

The Standard for a Preservation Order
Image: EDRM.

[EDRM Editor’s Note: The opinions and positions are those of Michael D. Berman.]


“Plaintiff True Footage Inc. asks the Court to enter an order directing Defendants Automax AI Inc., Automax AI (US) Inc., and Humza Ahmed to preserve evidence. The Court denies Plaintiff’s request.” True Footage Inc. v. Automax AI Inc., 2026 WL 3062143 (N.D. Cal. Oct. 13, 2026).

The court wrote: “The parties generally agree that courts considering a preservation order should assess (i) the degree of concern that evidence will be destroyed, (ii) the risk of irreparable harm to the requesting party, and (iii) the preserving party’s capability to maintain the evidence in question.” Id. at *1.

True Footage asserted a right to a preservation order because allegedly “this case involves ‘young people without litigation experience,’ and (ii) … Defendants haven’t responded in enough detail to its inquiries about the specific preservation measures Defendants are taking.” Id. 

That was insufficient for two reasons. First, plaintiff provided no authority showing that it was entitled to “specific assurances.” Second, “Defendants are represented by experienced counsel, have assured Plaintiff they intend to take steps to preserve evidence and follow applicable law, and have stated their willingness to negotiate an ESI protocol in good faith.” Id. The court held: “Plaintiff’s request is denied, without prejudice to its renewal if a legitimate basis for a protective order arises.”

While I agree with the court’s description of the applicable test, I disagree a bit with its rationale. Fed.R.Civ.P. 26(f) states topics that “the parties must consider” in a conference of the parties a/k/a a “meet and confer.” One of them is to “discuss any issues about preserving discoverable information….” Further, the “discovery plan” developed by the parties should address “any issues about… preservation of electronically stored information….” Fed.R.Civ.P. 26(f)(3)(C). The defendants’ “willingness to negotiate an ESI protocol” may miss this mark. See An “ESI Protocol” is Not a Rule 26(f) “Discovery Plan” (Nov. 24, 2025); “ESI Protocol” v. “Discovery Plan” (Jan. 2, 2024).

However, in all events, it is important to apply the correct standard to a request for a preservation order. However, there are a number of formulations.

The preliminary injunction standard is sometimes mistakenly applied. A Request for a Preservation Order Was Denied: Preliminary Injunction Standard Was Not Applied (Apr. 3, 2026). 

Some courts, like True Footage, apply a three-prong test in which the Court will consider: 1) the danger of destruction absent a court order, 2) whether any irreparable harm is likely to result to the party seeking preservation in the absence of an order, and 3) the burden of preserving the evidence. Id.

Another test is whether the party seeking preservation can demonstrate both that an order is necessary and not unduly burdensome. Id.

See generally:


Assisted by GAI and LLM Technologies per EDRM’s GAI and LLM Policy.

Author

  • Michael Berman

    Michael Berman is a practicing lawyer and an adjunct faculty member at the University of Baltimore School of Law.  He has published extensively, including as the editor-in-chief and a contributing author in “Electronically Stored Information in Maryland Courts” (Maryland State Bar Ass’n. 2020), co-editing two American Bar Association books on electronic discovery, as well as co-authoring law review and other articles regarding electronically stored information (“ESI”).  He has presented widely in venues ranging from local to National events and served as a Court Appointed ESI Discovery Supervisor for ESI Protocol.

    View all posts Owner, E-Discovery LLC