Managed Services
Managed Services
Modern discovery practice must move faster than old models. Lineal Managed Services gives legal teams an operating model that delivers control, consistency, and defensibility at scale – built around how your practice actually works and designed to evolve as expectations change.
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Discovery as an Operating Model
— Not a Vendor Relationship
We engineer the technology, expertise, and governance that transform
discovery from reactive projects into a disciplined, scalable business function.
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RelativityOne Migrations
We migrate environments without operational disruption. From data validation and sequencing strategy to environment redesign and post-migration optimization, we manage the full transition from Relativity Server to RelativityOne. You gain cloud performance and AI capability — without sacrificing governance, history, or workflow integrity.
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Program Creation & Management
Legal holds fail quietly—and surface loudly later. We design and operate legal hold and compliance programs with defined trigger events, standardized communications, centralized tracking, and defensible documentation across modern data sources. Programs are built to be followed consistently and explained clearly when examined months or years later.
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Workflow & Operating Model Design
We engineer defensible, repeatable workflows around how your practice actually runs — not a theoretical “best practice.” From intake through production, we standardize execution, eliminate rework, reduce variance, and create documented logic that scales across matters and offices. Every step is structured. Every decision is defensible.
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Technical Architecture & Infrastructure
We architect and govern production-grade Relativity environments built for performance, security, and sustained throughput. Workspace templates, permission models, automation layers, integrations, storage strategy — every technical layer is designed to support continuous matter velocity at enterprise scale. No brittle setups. No reactive patchwork.
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Project Oversight, Overflow & Consulting
When matters surge or complexity escalates, we embed experienced leadership directly into your operation. Our teams provide structured oversight, workflow correction, staffing support, and strategic escalation management — ensuring deadlines hold, quality stays intact, and risk does not compound under pressure.
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Program Intelligence & Cost Management
Discovery should be measurable. We deliver real-time visibility into performance, utilization, portfolio trends, and financial metrics — transforming discovery from an opaque cost center into a managed business function. Forecasting improves. Capacity planning becomes predictable. Executive reporting becomes precise.
Case Studies
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Read the Case Study
Industry: Corporate
Accelerating Multi-Jurisdiction Competition Audit Review
Challenge:
Seven countries. Nine languages. 8.6 million documents. A competition law audit that traditional review could not finish in time.
Outcome:
Audit completed on time. Out of 8.6 million documents loaded, only 87,000 required human review. Defensible, regulator-ready results across every jurisdiction.
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8.6M
Documents loaded across seven countries and nine languages.
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~87K
Documents actually reviewed. A fraction of the total population.
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7 Countries, 9 Languages
Consistent, defensible relevance determinations across every jurisdiction.
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Read the Case Study
Industry: Financial services
Anti-Money Laundering Investigation for a Global Bank
Challenge:
A major global bank faced an AML investigation requiring review of 12+ million documents under a strict 3-month deadline. High-risk data patterns needed precise identification, and the cost of a traditional review approach was not an option.
Outcome:
Lineal reduced review volume by 97%. Fewer than 3% of documents required manual assessment. Deadline met, defensible results delivered, fixed fee.
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97%
Review volume reduced with less than 3% of documents touched by human reviewers.
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12M+
Documents processed using AI-powered categorization and clustering.
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3 Months
Regulatory deadline met with no delays.
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Read the Case Study
Industry: Pharmaceutical
Defensible Scope Reduction in High-Stakes Pharmaceutical IP Litigation
Challenge:
A Fortune 100 pharmaceutical company needed to review a large, complex document population under litigation pressure. Traditional first-pass review models would have been too slow, too expensive, and too inconsistent.
Outcome:
Lineal eliminated first-pass review entirely. Over 95% of the document population was reduced before a human reviewer saw a single document. Full defensibility maintained.
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95%+
Review volume reduced before human review began.
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70%
Additional reduction post-Amplify™ through AI-assisted relevance assessment.
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100%
Defensible decisions with documented, SME-governed coding logic.
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Read the Case Study
Industry: Law Firms
Document Review in Criminal Investigation
Challenge:
52,795 FBI-provided documents for the Andrade criminal investigation. A status conference deadline. The case team needed to move beyond linear review and organize the full universe by concept.
Outcome:
Amplify™ tools covered 98% of the document universe. Textual Near Duplicate Identification handled 68%. Lineal Images addressed the remaining 30% of image file types. Deadline met.
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52,795
FBI-provided documents reviewed for the status conference.
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68%
Document universe addressed by Textual Near Duplicate Identification.
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30%
Image file types addressed by Lineal Images classification.
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Read the Case Study
Industry: Law Firms
Efficient Data Management for a Complex Legal Dispute
Challenge:
3 million documents from 140+ custodians, transferred from a previous vendor. The data needed to be verified for completeness, then the legal team needed a fast path to the evidence that mattered.
Outcome:
The full Amplify™ Suite of Tools cut through the volume. Email threading, BotDetector, PrivFinder, Snippets, and Lineal Images each took a layer off until the legal team had a clear path to relevant evidence.
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3M
Documents processed from 140+ custodians.
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641,098
Documents reduced through email threading alone.
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731,681
Documents ring-fenced for targeted privilege review with PrivFinder.
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Read the Case Study
Industry: Corporate
High-Volume Data Breach Response for a Fortune 20 Retailer
Challenge:
A major ransomware incident. 22 million structured records with PII and PHI exposed. Three weeks to figure out who was affected and meet federal and state notification requirements.
Outcome:
Lineal delivered a precise breach assessment within the deadline. Defensible, regulator-ready output. Reduced class-action exposure through accurate identification of affected individuals.
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22M+
Structured records processed containing PII and PHI.
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3 Weeks
Regulatory notification deadline met with defensible output.
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0
Large-scale manual review required. Automated detection throughout.
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Why Lineal
Managed Services the Lineal Way
Lineal’s managed services programs support some of the world’s most active litigation portfolios. We embed directly into client operations, designing workflows, managing review teams, and providing ongoing strategic oversight across matters.
This is not outsourced staffing. It is a long-term operating partnership built around your data, your workflows, and your standards.
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An operating model aligned to your outcomes
You’re not buying hosting. You’re not buying a tool. You’re buying a discovery program aligned to what you need to deliver: client commitments, cost transparency, risk posture, and consistent quality. We build the model around your practice—and run it with you.
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A managed services partner, not just a vendor
Managed services only work when expertise, accountability, and innovation live inside the operating model. Lineal brings all three—through a program designed around your legal outcomes and built to run alongside your team for the long term.
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Operational ownership that holds up under pressure
When we take over, we also take responsibility for the work, the workflow, and the results. That means clear ownership, mature controls, and transparent reporting that keeps matters predictable even when velocity spikes, data expands, or deadlines compress.
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Solution architecture built to evolve
Your discovery environment should match your practice—not the other way around. We configure the ecosystem (RelativityOne + Amplify™ Suite of Tools + automation + infrastructure) to mirror how your team operates, then continuously improve it as your matter mix, data types, and client expectations evolve.
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One-team partnership, end to end
We embed into your team with dedicated leadership, SMEs, and global delivery resources. We run the program with you, not for you. And we measure success by one question: Do you feel like we’re part of your team?
Resources & Insights
Explore more-
Legalweek Recap: AI Is Table Stakes. Effectiveness Is the Differentiator
AI is now standard in eDiscovery. Lineal breaks down what actually separates effective AI from a polished demo: workflow, environment, and accountability.
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Why Forward-Thinking Legal Teams Choose RelativityOne Through a Partner
Discover how Lineal turns RelativityOne into a full-spectrum legal solution with AI review, smart workflows, and scalable legal ops support.
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When AI Breaks Privilege: Courts Confront Generative AI in the Age of Enterprise Adoption
Read how courts are addressing whether generative AI interactions are protected by privilege — or discoverable like any other electronic evidence.
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Legal Data?
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