I am neither a lawyer nor e-discovery person nor do I play either on the
intertubes. But everything I've seen on the topic the last couple of years
indicates that courts increasingly want native format or as-used, not PDFs
of everything. It further seems like this is something that should be
determined as part of the meet-and-confer process. 

In terms of making the required information available for the discovery
process there are a number of applications that offer different mechanisms
for doing it, both specific to the legal industry and more broadly
applicable. I will leave any specific applications to the practitioners to
suggest. 

Regards, 

Jesse Wilkins, CIP, CRM
Director, Research and Development
AIIM International
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http://www.aiim.org 
Twitter: http://www.twitter.com/jessewilkins 
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