Sanchez Daniels & Hoffman LLP

Matter Budgeting and Financial Management

• Does the firm establish formal budgets for client engagements? Yes
• Are bills submitted electronically? Yes

Quality Management

• Does the firm conduct end of matter reviews? Yes

Litigation General Best Practices

• Does the firm have a formalized new associate litigation training/mentoring program? Yes
• Does the firm's litigation department have a structured approach to early case assessment? For example: Does your firm implement a standard approach to determine risks and strengths early in a case to assess trial or settlement options? Yes
• Does the firm have an established records management team to assist clients with records retention, compliance and litigation preparedness? Yes

Litigation eDiscovery Best Practices

• Does the firm have an established eDiscovery Committee? No
• Does your firm have any educational programs designed to address the changing federal rules of civil procedure? Yes
• Does the firm have a standardized litigation hold program in place for its clients? Yes
• Does your firm have a standardized protocol to guide client data collection? (i.e. Maintaining chain of custody, utilizing forensically sound procedures) Yes
• Does the firm have a standardized protocol to guide processing clients' edata? (i.e. all data produced in PDF, meta data preserved?) No
• Does the firm have a standardized approach for document reviews across practice groups (i.e. established protocol for eDiscovery review depending on the needs of the case) No

Vendor Management

• Does the firm have preferred vendor relationships? Yes

Knowledge Management

• Does the firm have a knowledge management program? Yes

Disaster Recovery

• Does the firm have a disaster recovery plan in place? Yes