eDiscovery Platform Usability & Workflow Assessment

Welcome to the eDiscovery Platform Usability & Workflow Assessment. This survey asks about your experience with e-discovery software on recent matters. Your responses are confidential, will be reported only in aggregate, and will be used to identify usability improvements and workflow priorities. There are no right or wrong answers — we are interested in your honest opinions and experiences. Participation is voluntary and you may stop at any time. Estimated time: 8–10 minutes.

When did you last use an e-discovery tool on an actual matter?

• Today
• In the last 7 days
• 8–30 days ago
• 1–3 months ago
• 3–12 months ago
• More than a year ago

Which of the following best describes your primary role on matters involving e-discovery?

• In-house counsel
• Outside counsel
• Litigation support / e-discovery manager
• Paralegal / reviewer
• IT / legal operations
• Compliance / investigations
• Other

Rank the following e-discovery workflow steps by the amount of time you typically spend on each (drag the most time-consuming to the top).

1. Data ingestion/processing
2. Culling (deduplication, deNIST, date scoping)
3. Search and filtering
4. Document review
5. Coding/tagging decisions
6. Privilege/quality control
7. Production/export packaging

Overall, how satisfied are you with your primary e-discovery tool's usability over the last 30 days?

Rank the following factors by how much they influence your e-discovery tool choice (drag the most important to the top).

1. Speed and performance
2. Search power and accuracy
3. Ease of use for reviewers
4. Privilege and QC capabilities
5. Production and export reliability
6. Analytics and AI features
7. Total cost of ownership
8. Security and compliance certifications

If you experienced a frustrating moment with your e-discovery tool in the last 90 days, please briefly describe what happened.

How many years have you worked with e-discovery tools?

• 0–1 years
• 2–4 years
• 5–9 years
• 10–14 years
• 15+ years
• Prefer not to say

Thank you for completing this survey. Your responses are confidential and will be used in aggregate to improve e-discovery tools and workflows. If you have any questions about this research, please contact the study team.

Which e-discovery platform do you use most often on active matters?

• Relativity
• Everlaw
• DISCO
• Logikcull
• Reveal / Brainspace
• Nuix
• Microsoft Purview eDiscovery (Premium)
• Other or mixed tools

Thinking about the last 60 days, how easy or difficult was data ingestion and processing in your primary tool?

How would you rate your primary tool's speed and performance during peak review periods in the last 30 days?

Rank the following potential improvements by how much they would help your team (drag the most helpful to the top).

1. Faster performance at scale
2. Smarter search (concepts/AI)
3. Simpler reviewer interface
4. Stronger privilege/QC tools
5. Easier, more reliable productions
6. Smoother integrations and data imports

Based on your responses in this survey, we'd like to explore your e-discovery experience in a bit more depth. An AI moderator will ask you a couple of follow-up questions.

What type of organization do you primarily work in?

• Law firm
• In-house legal department
• Government/regulator
• Consultancy/ALSP
• Corporate IT / Legal Operations
• Other
• Prefer not to say

During an active matter, how frequently do you use e-discovery tools?

• Multiple times a day
• Daily
• Several times a week
• Weekly
• Less than weekly
• Only at specific milestones

Thinking about the last 60 days, how easy or difficult was search and filtering in your primary tool?

How likely are you to recommend your primary e-discovery tool to a colleague?

If you could change one thing about your primary e-discovery tool, what would it be?

Approximately how many employees are in your organization?

• 1–10
• 11–50
• 51–200
• 201–1,000
• 1,001–5,000
• 5,001–20,000
• 20,001+
• Prefer not to say

Which matter types have you supported with e-discovery in the last 12 months? Select all that apply.

• Civil/commercial litigation
• Internal investigations
• Regulatory inquiries/response
• Arbitration
• Data subject access requests (DSARs)
• Compliance audits/monitoring
• M&A or due diligence
• Other

Thinking about the last 60 days, how easy or difficult was document review in your primary tool?

Which of the following issues did you encounter with your primary e-discovery tool in the last 60 days? Select all that apply.

• Slow page loads or timeouts
• Indexing or processing delays
• Search misses or inconsistent results
• Export/production failures
• Confusing error messages
• Tag/coding conflicts or overrides
• Permissions or access confusion
• Unexpected billing/usage spikes
• None of the above

In which region is your primary work location?

• North America
• Europe, Middle East, or Africa (EMEA)
• Asia-Pacific (APAC)
• Latin America
• Other
• Prefer not to say

Thinking about the last 60 days, how easy or difficult was production and export packaging in your primary tool?

How did you primarily learn to use your current e-discovery tool?

• Formal vendor training
• Internal training program
• Self-taught (docs/videos)
• Peer coaching/mentoring
• External consultant
• No formal training

Approximately how many people on your typical matter team use the e-discovery tool?

• 1–2
• 3–5
• 6–10
• 11–20
• 21–50
• 51+
• Varies significantly