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.


A Case Study - One Week / 222 Custodians

Proportional Discovery

Custodians - Not relevant / released; no data collected (28%)

Custodians - Medium relevance; limited data collected (59%)

Custodians - Priority relevance; all data collected (13%)

Proportional Discovery Assessment®

Align the scope of discovery with the merits of the case by utilizing this patent-pending 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.



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.

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.