We are a consulting firm staffed with legal and technical personnel, offering expert advisory services, emerging technology platforms and workflow automation to leverage the principles of proportionality throughout a matter's lifecycle.
Proportional Discovery Assessment®
Legal practitioners need a comprehensive, transparent, defensible method to make proportionality arguments. Evidence Optix® takes this from a concept to an actionable process.
if a number of custodians could be released after a five-minute assessment interview.
those remaining being ranked according to their relevance to the case.
all the various data sources being scored and classified based on collection difficulty.
building assessment scenarios which organize custodians and data sources based on the claims and defenses at issue, with real-time metrics and cost estimates to support Rule 26(f) negotiation strategies.
Although discovery is designed to ensure that all parties are well-informed before trial, courts need not tolerate discovery that is inefficient, time-consuming, or ill-suited to the economics of the case. Accordingly, proportionality is an essential component of every discovery schedule.
Hon. Christopher P. Yates, 17th Circuit Court, Michigan Specialized Business Docket
The best way to avoid or ultimately defeat a proportionality challenge is to develop a discovery strategy that substantially reduces the potential for successful objections.
Hon. Craig B. Shaffer, The Burdens of Applying Proportionality, The Sedona Conference Journal, Volume 16
We believe our advanced approach to proportional preservation, early data assessment and minimization, workflow design and expert use of advanced review technologies can create a smarter and more cost-effective approach for our clients.