Third Party Obligations & Procedures

1 hour 11 mins

In this course, the faculty discusses the various issues that may arise when a non-party to a matter receives a request for information. The faculty details the process a 3rd party should follow in analyzing and responding to a request, and highlights some best practices. This course also includes a discussion of the impact of the 2015 amendments to the Federal Rules of Civil procedure on 3rd parties’ obligations.

Class Outline:
  • Third Party Obligations & Procedures 1 hour 11 mins
    • Third Party Information Request
    • Third Party Request Process
    • Determining Whether a Third Party Request is Necessary
    • Legal Obligations of the Requesting Party
    • Undue Burden & Cost Considerations
    • Legal Obligations of the Third Party
    • Third Party Preservation Obligations
    • Proportionality Principles for Third Parties
    • Production Format Requirements
    • Ensuring Delivery of Necessary Data
    • When Does the Preservation Obligation Expire?
    • 2015 Amendments to the Federal Rules
    • Collaboration & Conclusion
Class Readings:
  • Third Party Obligations & Procedures.pdf
Course Comments
User avatar
Charles Reid   |   06/12/2017


Disclaimer: The views and opinions expressed in this online video course are those of the individual faculty members
and do not necessarily reflect the official policy or position of any organization, corporate entity, law firm, government agency or the Electronic Discovery Institute.