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1)    Free self-assessment tools: Simple Retention Policy Risk Assessment , eDiscovery Risk Profile Quiz

2)    Low cost initial consultation.  In complete confidence, discuss your organization's needs and risk environment by phone or video conference directly with eDisovery and document retention policy compliance attorney and consultant, Steven J. O'Neill. Fixed fees for initial consultation can be as low as $295. No obligation beyond the consultation. Simple sign-up; we accept credit cards. Call or email to schedule and for more details.

3)    Fixed fee preliminary assessment and executive workshop.  On-site assessment, document review and analysis plus presentation of findings & recommendations to executive team in workshop format. Conduct on-site document management interviews with key executives, managers, department heads and other selected stakeholders. Analysis of existing organizational written & ad hoc policies, business practices and risk environment. Presentation of findings, gap analysis, best practices, recommendations and next steps at live workshop for executives and key stakeholders.  Fixed fees for on-site assessment and workshop program start at $4,500.

4)    Project Proposals - Available for complete or limited-scope projects such as email and messaging retention policies, litigation hold procedures, information security programs, etc.

5)    Consulting and Representation - Confidential fee based consulting and representation on hourly, per diem or discounted monthly retainer basis.


Professional assistance available for small and large projects. Call or Email Steve O'Neill today at 888-766-3455