Legal Services Offshore blog
Custodian-list checks for offshore legal support
Compare approved custodian records and identify gaps before counsel owns collection scope and preservation decisions.
Defined workflowAttorney review gatesPractical escalation
Compare named sources
Check the approved matter list against the custodian roster using identifiers, role, department, and effective date. Keep the source of every comparison visible.
Flag, do not decide
A missing person, changed role, or duplicate name should become a question for counsel or the discovery owner. Similarity is not proof of identity.
Record the disposition
Keep the original roster, comparison output, reviewer, and final instruction together. A check is complete when every exception has an owner and disposition.