[PROPOSED] ORDER RE: ESI PROTOCOL

The Court orders the following protocol for the preservation, collection, review, and production of electronically stored information (ESI).

1. Scope and Custodians

• Custodians: [LIST]
• Date range: [START DATE] to [END DATE]
• Systems and sources: [EMAIL, FILE SHARES, CLOUD, DEVICES, APPS]

2. Search Methodology

• Search terms: [LIST]
• Analytics/TAR: [YES/NO]
• De-duplication: [YES/NO]

3. Production Format

• Default format: [TIFF/PDF/NATIVE]
• Metadata fields: [LIST]
• Load files: [YES/NO]

4. Privilege and Clawback

The parties will seek a Fed. R. Evid. 502(d) order. Inadvertent production of privileged materials does not waive privilege, provided notice is given and materials are returned or sequestered.

5. Redactions

• Redactions permitted for: [PRIVILEGE/PII/TRADE SECRETS]
• Redaction log required: [YES/NO]

6. Cost Allocation

The parties will bear their own costs unless otherwise ordered.

IT IS SO ORDERED.

Dated: [DATE]

______________________________________
[JUDGE NAME]
United States District Judge