Swipe Right on Legal AI: How Choosing the Right eDiscovery Partner is Like Finding True Love

When it comes to finding Legal Tech partner that meets your evolving legal and eDiscovery needs, it can be as daunting as finding true love. Today, Lovelorn Legal Eagles can turn to a plethora of apps in their quest to find true love. Yet, it is not that simple when these legal luminaries try to find the perfect legal technology match. So how can you swipe right on legal AI you will love? Fear not; I have some tips and tricks that make finding legal AI you love a breeze for legal teams large and small!

Build a Killer Legal AI “Dating” Profile

While in an era of Match.com or Tinder, this often entails finding the perfect selfie. However, when it comes to finding eDiscovery software you love, it is more about knowing what you really want! Just as in dating, your team needs to define its “must-haves,” recognize the “nice-to-haves,” and stay clear of any deal-breakers. While a dating app focuses on physical attributes, your legal love language should focus on critical components of your legal AI needs. Here’s how to set your define your basic needs: 

• Budget and Duration: Do you need pay-go or do you want the cost predictability of a multi-year subscription?
• Data Volume: How much data will the tool need to support?
• Need for Speed: In fast-paced, high-stakes litigation, processing terabytes of data within hours can be critical.

Uncover Dealbreakers vs. Nice to Haves

Once you have the basics down, and I mean literally written down somewhere, it is time to go to the next level. What are your non-negotiables vs. nice-to-haves?

Non-Negotiables: Items that if they are not present, there is not even a first date (demo dealbreakers)

• Data Security: Law Firms and in-house alike face unprecedented cyber threats, does your tool have the certs to back its data security prowess ISO 27001 and SOC 2, etc.
• Scalability: Can the tech support the volume of data and data formats your team faces, and can it grow with your legal department’s needs?
• Integration: Does the eDiscovery solution of legal AI platform play nice with your legal ecosystem? Does it directly connect to the data sources you interact with most like Slack, Teams, G-Suite, or O365?

Nice to Haves: Those cherries on top that make the user experience amazing

• User-Friendly Interface: Does the tool look so pretty and function so intuitively Legal Professionals actually want to use it. Are the workflows seamless from data collection to production?
• Sexy Legal AI: Does the eDiscovery software have cutting-edge legal Artificial Intelligence and Generative AI baked in? Are the AI Visualization features seamlessly integrated into the document review viewer and workflows?
• Automation and Efficiency: Is there workflow automation to speed up time to insight?

Reflect on Your (eDiscovery) Exes

When you are looking for an eDiscovery technology partner for the future, it helps to look at your past. Yes, revisit your eDiscovery exes! Have an honest postmortem with the case teams and litigation support professionals about their experience with prior eDiscovery platforms or legal AI solutions.

Did support ever Ghost you?

When things went sideways, as they so often do in litigation and fast-paced investigations, was the client support team there every step of the way? Or did support suddenly forget to respond to emails or point fingers? Choose a provider known for responsive, around-the-clock support. Reliable access to help during crunch time isn’t a luxury – it’s a necessity.

Did the tech play nice with your workflows and tech stack?

Misaligned tools that do not seamlessly integrate can cause a massive tech dept. Often leading to unnecessary delays and headaches. Prioritize compatibility with your current tech stack to avoid rework, ensure smooth data transfer, and minimize disruptions to established workflows.

Did prior service providers or eDiscovery software providers break the bank?

Cost overruns can happen from time to time, but hidden fees and misleading or unnecessarily complex pricing can make accurately forecasting your matter-to-matter costs impossible. Seek transparent, all-inclusive pricing or flexible models that grow with you. Steer clear of unclear cost structures – it’s a sign that costs may escalate.

Navigate the First Date (Demo) Like a Pro

In many ways, the eDiscovery platform demo is like a first date; that first impression matters! And like with a first date, both parties have to engage! Come in with specific questions and ready to engage and discuss with the eDiscovery partner. Try not to multitask when the tech is being walked through because you might miss a key functionality or red flag.

I recommend going beyond the buttons and features in the preliminary discussion. Dig into the onboarding process, and examples of organization's success. Now is not the time to hold the cards close to your chest. If you are building a relationship with “the one” be honest about the challenges, you face and what you need to get across the finish line.

Account representatives may be experts at showing off the tech to you, but they are not mind readers. If you collaborate from the first demo, you can discover if the tech will work much faster for your legal program!

Going the Distance with Legal AI You Love

As with building any relationship, making a Legal Tech Partner the One takes work on both sides. Historically, legal had an adversarial relationship with software vendors. But the reality is we are on the same team with the same objective - solving legal challenges together!

Whether you are outside counsel, a litigation boutique, or an AmLaw-ranked Law firm, there is a massive benefit to taking a co-innovative approach to streamlining your ESI workflows. eDiscovery Software that you truly love will evolve as your legal challenges do. It will scale with your needs and collaborate with you when challenges arise.

The secret sauce to finding Legal AI you love:

• Clear communication between both parties in situations, good or bad.
• Transparency to support innovation together (partners cannot help you solve problems they do not know about!)
• Grace to make mistakes and fix them together.
• Sharing your successes; if things are going swimmingly, why hide it?

Swiping Right on Reveal

The definition of insanity is doing the same thing repeatedly, expecting a different result. If you are considering making your current eDiscovery software an Ex, perhaps now is a time to check out Reveal!

In a world of swipe-left legal tech, Reveal is the rare gem that makes you hit “match.” Built on the best of what modern legal tech has to offer and bolstered by strategic acquisitions; Reveal stands out as a robust, future-proof partner for legal professionals across the board.

• Versatile for Any Case: Big or small, Reveal fits. With Reveal AI, plus Logikcull’s self-service platform, it scales to meet any need.
• Built to Grow with You: As your needs scale up, Reveal keeps pace. With Reveal AI’s data-crunching horsepower and Onna’s direct connectors, Reveal adapts to evolving demands without breaking a sweat.
• User-Friendly, Zero Hassle: Let’s face it—AI can be a beast. Reveal is an all-in-one user-friendly design. With Logikcull’s simplicity and Reveal AI’s powerful Artificial Intelligence powered visuals, your legal team can get to work without the tech headache.
• 24/7 Support that Never Ghosts: Legal professional’s work doesn’t wait, and neither does Reveal’s support team. Round-the-clock assistance means you’re never left hanging when you need it most.
• Top-Tier Security, Always: Reveal’s security is rock solid. With enterprise-grade protection and regulatory compliance baked in, Reveal is all about keeping your ESI secure!‍
• From Self-Service to Full-Service: Logikcull’s flexibility lets you scale without breaking the bank while Reveals leading enterprise-grade AI is unrivaled in the market. With Reveal Legal teams get the best of both worlds.‍
• Sexy AI You’ll Actually Use: Reveal AI digs deep to uncover the insights your legal teams actually need, fast. With the cluster wheel, Ask, and custom AI models, Reveal brings clarity to data. Helping you sprint through document review in record time.

Ready to Make It Official?

If you’re ready for a legal AI and eDiscovery partner that brings the power and support you need, it’s time to swipe right on Reveal. Schedule a date (demo) and see why Reveal is the AI solution for firms that want to stay a step ahead.