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eDiscovery Platform Usability & Workflow Assessment

Evaluates e-discovery software usability, workflow pain points, and feature priorities across the EDRM lifecycle. Designed for legal professionals, litigation support teams, and legal operations who use e-discovery platforms on active matters.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

27 questions · ~4 min
Q01
Long Text

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.

Q02
Long Text

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

Q03
Multiple Choice

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

Q04
Long Text

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).

Q05
Long Text

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

Q06
Long Text

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

Q07
Long Text

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

Q08
Long Text

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

Q09
Long Text

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.

Q10
Multiple Choice

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

Q11
Long Text

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

Q12
Long Text

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

Q13
Long Text

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

Q14
AI Interview

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.

Q15
Multiple Choice

What type of organization do you primarily work in?

Q16
Multiple Choice

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

Q17
Long Text

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

Q18
Long Text

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

Q19
Long Text

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

Q20
Long Text

Approximately how many employees are in your organization?

Q21
Multiple Choice

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

Q22
Long Text

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

Q23
Multiple Choice

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

Q24
Multiple Choice

In which region is your primary work location?

Q25
Long Text

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

Q26
Multiple Choice

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

Q27
Long Text

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

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.