The move from on-premise to cloud-based eDiscovery software use is not a new trend. In fact, according to Complex Discovery, close to 55% of global eDiscovery software spending went to cloud-based software in 2022, with the percentage expected to increase to 73% by 2027.

Still, change is hard. Annette Rolain, an attorney at Ruggeri Parks Weinberg LLP with 15+ years of experience, says that when her firm made the transition to a SaaS eDiscovery solution, she learned a great deal about how to make sure you have a successful migration. A few pointers she stressed in a recent webinar with Rick Clark , VP at CloudNine include:

Work with an eDiscovery partner who understands and helps gives shape to your goals and objectives for data migration, and based on those objectives, can work with you to design and document your processes upfront. Outline data management and eDiscovery workflow processes, ahead of the move to the cloud

Collaborate with attorneys within your firm to identify priority cases for the migration. Make sure they are aware of the change and have a chance to voice their important matters that need to go to the front of the queue

Make it easy for attorneys to know where their data is. Once the data is migrated, don’t just hand over a Zip file, document and share the location of not just the databases, but associated image and data files too.