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Legal eDiscovery Software Usability Survey Template

Evaluate eDiscovery software UX, workflows, and feature gaps. Built for law firms and legal ops. Ready-to-use, confidential template—start and collect insights.

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Sample Survey Items

Q1
multiple choice
Which best describes your current role on matters involving e-discovery?
  • In-house counsel
  • Outside counsel
  • Litigation support / e-discovery manager
  • Paralegal / reviewer
  • IT / legal operations
  • Compliance / investigations
  • Other
Q2
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
Q3
dropdown
When did you last use an e-discovery tool on a real matter?
Q4
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
Q5
numeric
Approximately how many people on your matter team typically use the tool?
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 these steps by time spent in a typical matter (1 = most time, 7 = least).
Q8
matrix
How easy or difficult are these tasks in your primary tool (last 60 days)?
Q9
opinion scale
Overall, how satisfied are you with your primary tool’s usability in the last 30 days?
Q10
rating
Rate the tool’s speed/performance during peak review (last 30 days).
Q11
multiple choice
Which issues did you encounter 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 in the last 60 days
Q12
multiple choice
How did you learn to use your primary tool?
  • Formal vendor training
  • Internal training program
  • Self-taught (docs/videos)
  • Peer coaching/mentoring
  • External consultant
  • No training
Q13
multiple choice
Quality check: To confirm attention, please select “Somewhat agree.”
  • Strongly disagree
  • Somewhat disagree
  • Neutral
  • Somewhat agree
  • Strongly agree
Q14
constant sum
Allocate 100 points across the factors that most influence your e-discovery tool choice.
Q15
ranking
Rank the improvements that would most help your team (1 = most helpful).
Q16
short text
If you could change one thing about your primary e-discovery tool, what would it be?
Max 100 chars
Q17
dropdown
How many years have you worked with e-discovery tools?
Q18
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
Q19
dropdown
Approximately how many employees are in your organization?
Q20
multiple choice
Where is your primary work region?
  • North America
  • Europe, Middle East, or Africa (EMEA)
  • Asia-Pacific (APAC)
  • Latin America
  • Other
  • Prefer not to say
Q21
long text
Briefly describe a frustrating moment you had with your e-discovery tool in the last 90 days.
Max 600 chars
Q22
ai interview
AI Interview: 2 Follow-up Questions on Your E-Discovery Experience
AI Interview
Q23
chat message
Thank you for participating. Your input will help improve e-discovery tools and workflows.

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Legal eDiscovery Software Usability Survey Template - Survey Template | QuestionPunk