Discovery work arrives in bursts.
Cover a defined workload or a recurring need. See a review handoff example
For legal teams / eDiscovery & litigation support
Put the right people on your discovery work.
Add document review, discovery coordination and litigation support under your in-house or outside counsel, in your systems.
Explore broader litigation supportDiscovery / Working record
A clear record.
A useful next step.
The material, the work it needs, and the people who review it.
Working alongside
Supervising counsel
Your team and discovery vendor
01Custodian record
Hold acknowledgments, collection requests and outstanding material.
02Review queue
Issue coding, consistency checks and privilege questions for counsel.
03Production set
Redactions, Bates ranges and exceptions checked against approved specifications.
04Matter chronology
Key events connected to source documents, witness files and exhibits.
Where the need starts
Make room for
the matter at hand.
The matter needs a process.
Organize legal holds, evaluate discovery tools and set up workflows with counsel, IT and your discovery vendor.
Requests and case files are scattered.
Organize matters, subpoenas and supporting records. Prepare response drafts for counsel and track deadlines and open requests.
Scope of support
The work you
can hand over.
Review and production
Document review under your matter protocols, consistency checks, draft privilege-log entries, redactions and production preparation with counsel and your vendor.
Document review & quality control
Add reviewers for responsiveness, issue coding, and confidentiality review. Support reviewer training, escalation queues, consistency checks, and progress reporting against your matter protocols.
Privilege logs & redactions
Identify documents for privilege review, prepare draft log entries, and apply confidentiality or personal-data redactions. Check consistency and route judgment calls to supervising counsel.
Production preparation & checks
Help organize production sets, reconcile redactions and confidentiality designations, and check document counts, Bates ranges, and exception lists against counsel-approved specifications with your vendor.
Coordination
Custodian and legal-hold tracking, collection requests, review priorities, schedules and reporting across legal, IT and vendors.
Legal holds & collection coordination
Keep custodian lists, hold notices, acknowledgments, and reminders organized. Coordinate collection requests with your IT team and discovery vendor, and track what’s outstanding under counsel’s preservation plan.
Discovery project management
Give the matter a person who connects your legal team, IT, reviewers, and vendors. Coordinate milestones, review priorities, status reports, and budget tracking so handoffs keep moving.
Litigation preparation
Fact chronologies, source-linked summaries, discovery response drafts, witness files, exhibits and deposition summaries.
Early case assessment & fact development
Turn the record into a working picture of the matter. Organize key documents, build fact chronologies, map people and issues, and prepare source-linked summaries for counsel’s assessment.
Discovery responses & subpoenas
Bring in litigation attorneys to help draft discovery requests and responses, organize supporting information, and support third-party subpoena responses. Keep requests, open questions, and deadlines in one place.
Deposition & trial preparation
Build witness files and exhibit sets, summarize deposition transcripts, and connect testimony to the underlying documents. Give counsel an organized record to use in preparation.
Investigations & regulatory inquiries
Support targeted fact finding with document analysis, interview materials, evidence indexes, and issue summaries. Help counsel organize the record and track information requests as an inquiry develops.
People and responsibilities
Match the role
to the work.
Compare relevant matter experience, platform familiarity and the responsibilities each person would own.
Review attorneys & leads
Document review, reviewer guidance, escalation and consistency.
Litigation attorneys
Fact development, discovery drafting, privilege analysis and substantive counsel support.
eDiscovery specialists & project managers
Workflows, platform support, production coordination and vendor alignment.
Litigation paralegals
Custodian tracking, evidence organization, chronologies, exhibits and administration.
Supervising counsel directs legal judgment and privilege decisions. Talent follows your protocols and access arrangements, coordinating collection and production with your discovery vendor.
From scope to engagement
Give the work
a clear owner.
Define the work
Set out deadlines, tools, expected workload and deliverables.
Review the experience
Compare relevant qualifications and the responsibilities each person would take on.
Align the team
Agree supervision and reporting, then onboard talent into your counsel-led tools and protocols.
A worked handoff
Give the review lead
a ready batch.
Scope the first assignment to what is ready today: the loaded documents, counsel’s current instructions and access that works. Ask the lead to propose allocation, quality checks and reporting for that batch. Revisit the plan when collections or instructions change.
Fictional example / A message to the review lead
For this dispute, please scope Batch A in our approved review workspace, Matter North. Our litigation support manager maintains its document inventory. Later collections are outside this estimate.
Use version 2 of counsel’s review instructions. Counsel is still deciding whether a category of drafts falls within the request. Flag affected documents, hold them and log the question for counsel.
After the required conflict and confidentiality steps, we tested a reviewer account against Batch A and its coding fields. Confirm that each assigned reviewer has completed those steps and has working access before starting.
Please propose allocation, quality-control checks and a reporting rhythm under counsel’s instructions. State your assumptions, whether lead, QC and reporting time are included, and which changes would require a revised estimate.
Agree what “done” means.
- First pass complete
- The assigned batch has been reviewed under the stated instructions, with unresolved items flagged.
- QC complete
- The agreed checks are finished, with corrections and remaining exceptions recorded.
- Ready for counsel’s decision
- The reviewed set and question log are handed to counsel.
None of these statuses authorizes production. Counsel decides what may be produced.
Start with the work
Make the first conversation useful.
Share the workload, deadline, review platform and who will supervise. Compare relevant experience, availability and proposed fees.
Find discovery talent