Our proprietary eDiscovery approach at The Discovery Experts combines strategic expertise, concierge-level service, and industry-leading technology to deliver a discovery experience that is uniquely tailored to each client's needs. From the initial case assessment and customized discovery plan to custodian interviews, data collection, budgeting, review protocols, and discovery motion consulting, every step is designed to provide clarity, control, and defensibility.
To support matters of all sizes and complexities, we leverage a range of technology solutions; from efficient, user-friendly review and production tools to enterprise-scale platforms with advanced analytics and AI capabilities. Combined with our customized workflows, concierge-level service and hands-on expertise, these technologies become more than software; they become a strategic advantage that helps clients reduce risk, control costs, and navigate discovery with confidence.
Meet with General Counsel to understand the case, outside counsel, and expectations
Meet with outside counsel to discuss initial case strategy and learn discovery experience and preferences
Meet with lead project personnel to replay key project events and determine the relationship with opposing party
Conduct custodian interviews with key project personnel
Guide corporate IT to collect and preserve relevant data
Process data and establish monthly hosting budget
Develop timelines for each phase of discovery
Draft initial ESI protocol for outside counsel
Prepare counsel for “Meet and Confer” hearing
Prepare defense from Motions to Compel
Analyze opposing party production for gaps or missing data
Create review and production strategy
Develop review strategy for analyzing opposing and third-party productions
Train and manage contract attorney review when applicable
Monthly reporting to client and outside counsel
Real-time budget analysis and updates
