Custodian Interview Builder

Run better custodian
interviews in minutes

Identify hidden data sources, ask the right questions, and avoid missed evidence before collection begins.

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44 Questions
7 Risk Categories
↓ Exportable Summary
0 of 44 questions addressed 0%
Live Risk Tracker
Missing Data Sources
No flags yet
Preservation Warnings
No flags yet
Follow-Up Actions
Check flagged items to generate follow-ups
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References & Disclaimer
References
  • The Sedona Principles, Third Edition (2017) — Principle 6 (Cooperation)
  • EDRM Custodian Interview Template — edrm.net
  • Federal Rules of Civil Procedure, Rule 26(a), 37(e)
  • Pension Committee of the Univ. of Montreal Pension Plan v. Banc of Am. Sec., 685 F. Supp. 2d 456 (S.D.N.Y. 2010)
  • Zubulake v. UBS Warburg LLC, 229 F.R.D. 422 (S.D.N.Y. 2004)
For Reference Only

This tool is provided as a general reference resource for legal professionals. It does not constitute legal advice and does not create an attorney-client relationship.

* Information current as of March 2026.

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