Modern Discovery Requires a Modern Operating Model

Nobody decides to run discovery inconsistently. It happens one matter at a time, until three review teams are making three different privilege calls on the same client’s data.

The industry has spent two decades buying better discovery technology, and the platforms work. What has not kept pace is the operating model around them: how work gets scoped, who owns it, where it runs, and whether cost tracks outcomes or effort. This whitepaper lays out the five capabilities that turn discovery into a coordinated program, and how Lineal runs that model around RelativityOne.

In This Whitepaper, You’ll Learn:

1. Why discovery breaks down gradually, through fragmented workflows, inconsistent infrastructure, and unclear accountability.

2. How to define success when discovery runs as a firm revenue practice, as shared litigation infrastructure, or as a corporate program.

3. What a practice-grade environment keeps between matters: privilege designations, custodian profiles, coding decisions, and validated workflows.

4. Why AI adoption stalls without matching changes to workflow and pricing, and where Amplify™ Review escalates judgment calls to SMEs.

5. How Lineal runs the model through pods and follow-the-sun delivery across five continents and 11 data centers.

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