End to end, or the one piece your case is stuck on. Most engagements start as the second kind, in a platform somebody else chose.
Start hereRight-sizing: do you even need a platform?
A written inventory of what you already license, what it can actually do, and whether this matter justifies a hosted platform at all. For a lot of small-firm cases the honest answer is no, and I would rather tell you that than sell you a database.
The part nobody is advising you onAI strategy for a small firm
Where AI genuinely earns its place in your workflow, where it exposes you, and what your confidentiality obligations mean for the tools your staff are already pasting client material into. Practical policy, sensible tooling, and honest limits — not a pitch for a legal AI subscription.
In whatever you already useReview database architecture
Workspace design, coding panels, views, batching and permissions built for how your team actually reviews — not the vendor's default template. Deep in Relativity and RelOne, and equally at home in DISCO, Logikcull, Concordance, iPro and Summation.
Before you spend the budgetProportionality & early case assessment
Keyword strategy tested against the real data, hit reports, de-duplication and threading. You get numbers you can put in a proportionality argument under Rule 26(b)(1) — which is how a small firm keeps a discovery demand from swallowing the case.
The expensive partReview workflow & quality control
Batching, reviewer instructions, QC sampling, and analytics or AI-assisted workflows applied only where they genuinely take cost out. Documented as we go, so the methodology can be explained if it is ever questioned.
Out the doorProductions, redactions & privilege logs
Load files that import cleanly on the other side the first time. Redactions applied consistently, privilege logs generated from the coding rather than retyped, and a QC pass before anything is served.
Evidence & collectionDigital evidence & data collection
Defensible collection and preservation with documented chain of custody, using X1, PageVault, EnCase and FTK — including web and social capture, and multimedia evidence handling.
The last two weeksTrial preparation & presentation
Exhibit databases, deposition designations, demonstratives and TrialDirector presentation, with someone running the screen in the courtroom so you can watch the witness instead of the laptop.