The First Technology-Enabled Workflow
For Actionable Proportionality

In 2015, the amendments to the Federal Rules of Civil Procedure required that proportionality must be used to define the scope of discovery. Since that time, judicial rulings have consistently reinforced the necessity of creating a defensible and transparent method to put this concept into practice.


if custodians could be ranked according to their relevance after a five-minute interview, and those with no relevant information released.


all the various data sources being scored and classified based on collection difficulty.


building scenarios which organize custodians and data sources based on their rankings, with real-time cost metrics and cost projections.


complete organization and reporting of data source tracking information and decisioning, from collection through disposition.

Proportional Discovery Assessment®

Align the scope of discovery with the merits of the case by utilizing this patented workflow. Evidence Optix® facilitates assessment and prioritization of relevant custodians and identification of key data sources to support actionable proportionality. Utilize this defensible, transparent, and comprehensive approach to narrow the scope of discovery early, thereby reducing costs and burden downstream.



Cost Savings Realized in Only One Week

Proportional Discovery

Not relevant / released custodians – no data collected (28%)

Medium relevance custodians – limited data collected (59%)

Priority relevance custodians – all data collected (13%)

Reduced Collection

Reduction from 222 to 29 computers collected after utilizing relevancy interview

Lowered Hosting and Review Costs

Dramatic reduction in collected data results in huge decrease in costs downstream

Dramatic Cost Savings Realized

87% Overall Reduction!

Introducing:  Evidence Optix® - Limited Edition

Say goodbye to the spreadsheet, say hello to real-time data source tracking

LE steps

Centralized Data Source Management

Team Collaboration:  Bridge the gap between in-house corporate legal, outside counsel, IT resources, and vendors  to streamline logistics and documentation.

Discovery Lifecycle:  Manage data sources as they move from preservation and collection through review, production, and eventual disposition.

Collection Management:  Track collection details based on data source type and preservation data points, along with chain of custody to ensure defensibility.

Automated Reporting:  Generate and schedule reports to provide status updates and data metrics for all team members.

Legal practitioners need a comprehensive, transparent, defensible method to make proportionality arguments. Evidence Optix® takes this from a concept to an actionable process.

Contact us to see a demonstration of this revolutionary workflow.