How We Work

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Our Services *

How We Work * Our Services *

  • When it comes to time keeping, invoicing, creating alert systems for when matters' P&L is tipping into the red - we're experts.

    We know the EDRM inside out and will excitedly advise you on which tools are the best for your use case and budget. One size doesn't always fit all, even within the same firm, one practice area may not need the same features or expenses as another.

    We're certified and able to set-up and configure the tool(s) of choice, documenting our process, and working with IT and Information Security teams as needed.

    We're paid only for our time—no reseller margins, no referral fees (if we do get any we actually give them to you), no pass-through up-charges.

    Simply put: You pay the actual cost, no sprinkling revenue on top, no slipping in extra fees that aren't transparent.

    What you'll get:

    • Collections, processing, hosting, imaging, and production tool/associated workflow recommendations.

    • Database set-up and configuration based on your team’s unique needs. Insted of a provider’s “New Case” template that later gets edited, we’ll teach you how to make your own templates and where it matters.

    • Access models (where data lives, who can touch it, audit-ability) to provide your IT and InfoSec teams, written in their language.

    • Cost controls tied to data volume & complexity (forecasting + change triggers)

    • Documentation your team can run with into the future (SOPs, checklists, playbooks).

    • Assistance with vendor agreements/pricing and feedback on their workflow suggestions.

    • Assistance with preparation for meet and confers, custodian interviews, and determining review workflows and pricing.

  • Role-based training for modern legal platforms (see the list at the bottom of our Open Letter)—tailored to your team, your matters, and your deadlines.

    What you'll get

    Role-specific tracks for admins, reviewers, PMs, and attorneys—no one-size-fits-all.

    One-on-one and (discounted) group training on subjects from document review to tutoring for industry recognized review, analytics, AI, collection and privacy certifications

    Step-by-step SOPs, checklists, and quick-reference guides

    Workflow walkthroughs built around your matter types, data sources, and security requirements.

    Best practices and database templates that hold up—defensibly, consistently and efficiently without theoretical (or confusing and expensive) detours.

    Optional refreshers for onboarding, platform upgrades, and the "we haven't touched this in a year" moments.

  • Practical eDiscovery and legal-tech coaching for students, new hires, career switchers, and anyone leveling up fast—so you can hit the ground running on day one.

    What you'll get

    In-person or online one-on—one training.

    Plain-English explanations of key terminology, workflow maps, and role clarity that sticks.

    Real-world exercises modeled on common matter tasks and team workflows.

    A "first week" playbook to cut guesswork and stand out quickly.