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Module 8

Managing Vendors, Negotiating a SOW, and Budget Issues

  • Gain a general understanding of issues to consider when selecting and evaluating a vendor.
  • Understand standard T&Cs and learn about contractual “gotchas”.
  • Learn about the various components of an ediscovery budget (and what to leave in versus leave out).
  • Understand current market rates and assumptions about data that typically are factored into budgets.
  • Understand who creates and manages the budget.
  • Learn how to mechanically create a budget in Excel with assumptions as variables.
  • Obtain an understanding of best practices re: managing the budget v. actual spend.
  • Learn how to manage vendor workflow within the budget.
  • Gain knowledge of best practices for managing and revising budgets.
  • Learn best practices for measuring progress and quality.


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Module 1 | Module 2 | Module 3 | Module 4 | Module 5 | Module 6 | Module 7 | Module 8 | Module 9 | Module 10 | Module 11 | Module 12

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