Flint Bishop

How far can e-disclosure go?

Pictured above: Emma Anderson

 

The introduction of recent guidelines on the disclosure of electronic documents in litigation could potentially have far reaching consequences. Most businesses now operate amid an avalanche of electronic communication and computer data. 

But Harvey Ingram associate and specialist Dispute Resolution lawyer Emma Anderson, is urging companies to ensure critical documents are safely ring-fenced if they are facing litigation - or face the consequences. 

Anyone involved in a legal dispute will be well aware of their obligation to disclose documents to the other side. What is perhaps less well known is that the definition of "a document" is wide ranging and covers a plethora of electronic data such as e-mails, voicemails, text messages, information stored on memory sticks, mobile phones, as well as deleted documents stored on back-up systems.

Set against this background, it is clear that trawling through years' worth of electronic information to find relevant documents could be a daunting task, especially given that more than nine out of 10 key commercial documents are now stored electronically amid an incremental growth in the volume of our electronic data. 

Recognising the onward march of the electronic age, the Ministry of Justice recently issued guidance on how to manage, protect and prepare, should businesses be obliged to make disclosure of electronic documents or "e-disclosure". 

Emma Anderson says: "The key change introduced by the new practice direction on e-disclosure is to impose an immediate duty on all to preserve and safeguard all relevant electronic documents as soon as litigation is contemplated. 

"Having isolated and ring-fenced those e-documents that may be relevant, the next step is to give detailed thought as to where they are stored, key personnel who can help retrieve the data and to line up a solicitor to advise on the extent of the search that should be made."

As a golden rule, any data search should be shown to be reasonable and proportionate. At the same time parties must not over-disclose. The new guidelines insist that searches should be carefully tailored and capable of accurately finding relevant information rather than offering a tangled, incoherent mass of documents which is likely to be penalised by the court. A careful decision therefore has to be made on what is reasonable and proportionate.

Parties are also encouraged to agree the scope of their search, agree key search words, whether searches should be made in stages, whether specialist IT services are needed - and at whose cost. Failure to co-operate or search in a reasonable and proportionate manner may well prompt adverse inferences from the court and even costs penalties.

What this all means is that organisations need to ensure their data is kept in a manner which enables documents to be retrieved efficiently and effectively. Early indications suggest that the use of IT specialists will become commonplace in litigation, while careful processing and storage of your data now could save time and money in the long run.

At present this obligation applies just to e-documents - there is no corresponding obligation in respect of traditional documents. However, it is not beyond comprehension that the Ministry of Justice looks at extending these new obligations to cover all documents - both paper and electronic. Given the thought and effort taken in drafting the e-disclosure obligations, this is a very real possibility and one which businesses involved in litigation cannot afford to ignore in the future.

For more information about Harvey Ingram, please visit their website here: www.harveyingram.com

 

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Article published by Midlands Business News on 2 March, 2011

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