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.
What's Included
AI-Powered Questions
Intelligent follow-up questions based on responses
Automated Analysis
Real-time sentiment and insight detection
Smart Distribution
Target the right audience automatically
Detailed Reports
Comprehensive insights and recommendations
Template Overview
27
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
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.
Q2
Dropdown
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
Q3
Multiple Choice
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
Q4
Multiple Choice
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
Q5
Multiple Choice
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
Q6
Multiple Choice
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
Q7
Ranking
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).
Drag to order (top = most important)
Data ingestion/processing
Culling (deduplication, deNIST, date scoping)
Search and filtering
Document review
Coding/tagging decisions
Privilege/quality control
Production/export packaging
Q8
Opinion Scale
Thinking about the last 60 days, how easy or difficult was data ingestion and processing in your primary tool?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q9
Opinion Scale
Thinking about the last 60 days, how easy or difficult was search and filtering in your primary tool?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q10
Opinion Scale
Thinking about the last 60 days, how easy or difficult was document review in your primary tool?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q11
Opinion Scale
Thinking about the last 60 days, how easy or difficult was production and export packaging in your primary tool?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q12
Opinion Scale
Overall, how satisfied are you with your primary e-discovery tool's usability over the last 30 days?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q13
Opinion Scale
How would you rate your primary tool's speed and performance during peak review periods in the last 30 days?
Range: 1 – 7
Min: Very poorMid: NeutralMax: Excellent
Q14
Opinion Scale
How likely are you to recommend your primary e-discovery tool to a colleague?
Range: 1 – 7
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q15
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.
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
Q16
Multiple Choice
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
Q17
Ranking
Rank the following factors by how much they influence your e-discovery tool choice (drag the most important to the top).
Drag to order (top = most important)
Speed and performance
Search power and accuracy
Ease of use for reviewers
Privilege and QC capabilities
Production and export reliability
Analytics and AI features
Total cost of ownership
Security and compliance certifications
Q18
Ranking
Rank the following potential improvements by how much they would help your team (drag the most helpful to the top).
Drag to order (top = most important)
Faster performance at scale
Smarter search (concepts/AI)
Simpler reviewer interface
Stronger privilege/QC tools
Easier, more reliable productions
Smoother integrations and data imports
Q19
Long Text
If you could change one thing about your primary e-discovery tool, what would it be?
Max chars
Q20
Long Text
If you experienced a frustrating moment with your e-discovery tool in the last 90 days, please briefly describe what happened.
Max chars
Q21
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 6
Q22
Dropdown
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
Q23
Multiple Choice
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
Q24
Dropdown
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
Q25
Multiple Choice
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
Q26
Dropdown
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
Q27
Chat Message
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.
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