The article discusses the new guidelines the State Bar of California has made with regards to e-discovery:

The State Bar of California has taken things further, issuing guidance pertaining specifically to electronic discovery. In Formal Opinion 2015-193, the California State Bar’s Committee on Professional Responsibility and Conduct declared that an attorney’s obligations evolve as new technologies become integrated into the practice of law. As such, “[a]ttorneys handling e-Discovery should be able to perform (either by themselves or in association with competent co-counsel or expert consultants) the following:

• initially assess e-discovery needs and issues, if any;

• implement/cause to implement appropriate ESI [electronically stored information] preservation procedures;

• analyze and understand a client’s ESI systems and storage;

• identify custodians of potentially relevant ESI;

• engage in [beneficial ‘meet and confer’ discussions] with opposing counsel concerning an e-discovery plan;

• perform data searches;

• collect responsive ESI in a manner that preserves the integrity of that ESI; and

• produce responsive non-privileged ESI in a recognized and appropriate manner.”

Source: Brian D. Martin and David L. Stanton. “How The Ethics Rules Influence The Role of Discovery Counsel.” Corporate Counsel. November 17, 2015. http://www.corpcounsel.com/id=1202742706795/How-the-Ethics-Rules-Influence-the-Role-of-Discovery-Counsel.