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Domain 1: Project Management & Early Case Assessment
Question 1
During the interview, a CEO's smart speaker (e.g., Alexa) activates and offers
assistance. The CEO refuses access to the device for preservation. What is the best
course of action?
A) Inform the CEO that it is their job to collect the ESI and request permission
B) Document that the CEO did not want to provide access to the Alexa data
C) Call the General Counsel in the presence of the CEO and hand over the phone
D) Document the ESI collection efforts and the refusal, then escalate through proper
channels
Correct Answer: D) Document the ESI collection efforts and the refusal, then
escalate through proper channels
,*Rationale: Proper documentation of the refusal and escalation through legal channels
protects the organization while respecting the CEO's position and maintaining
professional boundaries. The e-discovery specialist's primary obligation is to document all
actions and decisions regarding preservation and collection comprehensively, including
the date, time, circumstances, and any explanations provided. This documentation is
essential for defensibility and to protect against claims of spoliation .
Question 2
Allowing extra time for the e-discovery process allows for all the following
EXCEPT:
A) Lower overall cost
B) Fine-tuning data coding
C) Refining the scope
D) Greater number of reviewers
Correct Answer: D) Greater number of reviewers
*Rationale: Greater time does not inherently allow for a greater number of reviewers; it
primarily allows for more careful planning, refining scope, and lower costs through
efficiency. While extra time may permit more deliberate review, the number of reviewers is
typically a budget-driven decision, not a benefit of additional time .
Question 3
,What is the most important aspect of e-discovery according to the provided
materials?
A) Budget
B) E-discovery review team
C) Third-party service provider
D) Data mapping
Correct Answer: A) Budget
*Rationale: Budget drives every decision in e-discovery—from collection scope to review
methodology—making it the foundational element of any project. While all the other
options are important, the budget is the primary constraint that determines what is
possible and how the work is executed .
Question 4
Each of the following is a cost element of the e-discovery project, EXCEPT:
A) Number of custodians
B) Collection responsibilities
C) Number of pages
D) Volume per custodian
Correct Answer: C) Number of pages
, *Rationale: In e-discovery projects, costs are primarily driven by custodians (number and
complexity of their data sources), collection requirements, and data volume. "Number of
pages" is a traditional concept from paper discovery and is not a primary cost driver in
electronic discovery, where data volume is measured in gigabytes or terabytes rather than
pages .
Question 5
All of the following are goals of project management in the context of an e-
discovery project EXCEPT:
A) Planning the project
B) Controlling resources
C) Negotiating with opposing counsel
D) Motivating the team
Correct Answer: C) Negotiating with opposing counsel
*Rationale: Project management in e-discovery focuses on planning, resource control, and
team motivation. Negotiating with opposing counsel is a strategic legal function, not a
core goal of project management. While the PM may facilitate communication, they are
not typically responsible for legal negotiations .
Question 6