Collection Tasks - Best Practice
I am new to Clearwell and this is my first time seeing the forum so I am very new to this method of seeking information. I'd like to get feedback on best practice for setting up collection tasks. I'm not finding what I need in the Clearwell documentation and I am wondering if maybe other users could share how they set up tasks? Currently, we are setting up the collections by case/matter. If the matter is Doe v. Co., then I create a collection for "Doe v. Co." and all of the collection tasks for that matter are scheduled under that collection "folder"/container. During a support call yesterday, I was made aware of another way to set up collections which makes a lot of sense to me as well so I am trying to determine best practice for the long run. I learned that instead of creating a matter-specific collection, the collection could be more task-specific like "Johnny Depp's - Email Archive". The collection task wouldn't be tied to a case/matter at this point. I can see how this would prevent duplicating efforts. Currently, if we have two matters with a shared custodian, I am creating two separate collection tasks to collect the same data. I am hopeful that my question and scenario makes sense because I am not as familiar with the lingo as I would like to be and I still have so much to learn. Ultimately, I am trying to make sure that we are setting up the collections/collection tasks in the most effective way. Suggestions would be much appreciated. Thank you!