Approach

Business, like life, is all about how you make people feel. It’s that simple, and it’s that hard.

How we problem solve.

Because we are humans solving legal problems for other humans, our framework is designed to keep our customer at the center while we solve their eDiscovery challenges and identify additional opportunities to provide them with exceptional experiences.

Our framework may take anywhere from a few hours to a few days to complete, depending on their eDiscovery and managed review challenges staring down our customer. We systematically go through each phase to ensure the final outcome will be the best one for our customer, and we hold each other accountable to the highest levels of excellence.

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Our Framework

Understand.

During this phase, we work to step away from any assumptions and guesses about what our customers needs, and let our research findings inform our decision-making. We learn more about our customers, their problems, wants, and needs, and the environment or context in which they will use the solution we offer.

Our Framework

Define.

During the Define phase, we analyze our research findings from the Understand phase and determine what is the most important problem to solve — and why. This step defines the goal. Then we can give a clear problem statement, describing what our customers’ needs are that we are trying to solve, making sure that we heard and defined their problem correctly.

Our Framework

Solve.

This phase is an important part of the discipline in our process. People often settle for the first solution, but the most obvious solution is often not the right one. During the Solve phase, we brainstorm collaboratively with multiple stakeholders to generate many unique solutions. We then analyze our potential solutions and make choices about which are the best to pursue based on learnings in the Understand phase.

Our Framework

Build and Test.

This phase is critical in developing the right solution to our customers’ problem. An organized approach to testing can help avoid rework and create exceptional outcomes. Starting small and testing the solution, we iterate quickly, before deploying solutions across the entire project.

Our Framework

Act.

During this phase, the hard work of prior phases comes to life in our customers’ best solution. The research, collaboration, and testing performed prior to project kick-off ensure optimal results.

Our Framework

Feedback.

At the project completion, we convene all stakeholders to discuss what went well, what could have been better, and how we might improve going forward. We call these meetings “Retrospectives,” and we perform them internally as a project team, and with our external customers. The Retrospective is one of the most powerful, meaningful tools in our framework.

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Why do we use this framework in offering legal services?

We want to empower our customers to make better decisions.
Many people want more input and oversight of the process they’re going through. They want a collaborative relationship with their provider.

We want to remove any fear of uncertainty.
We show our customers our process-based system, outlining each step and various pathways from beginning to end.

We want to foster a collaborative relationship.
We share details with our customers, explaining the “why” and the “how” in our solutions. We expect them to contribute because we know this leads to much better results.

We want to simplify their lives.
Our solutions are elegant, clear, and simple. Our framework ensures we offer our customers the best solution for their problem at hand. Too many options hinder a successful outcome.

Making Legal Human:
A Level Legal Manifesto

Enlightened hospitality.

If you want to understand how legal has changed over the past decade, you have to look beyond the courtroom. You have to look at the people working behind the scenes too. In restaurant speak, they call it “front of house” and “back of house,” and we have embraced this approach in how we provide legal services as well.

Our inspiration? Danny Meyer. No, he’s not an attorney. He’s probably the best restaurateur of modern times. From Shake Shack to Gramercy Tavern and Eleven Madison Park, Meyer’s business model of offering “Enlightened hospitality” to his patrons has been key to his success — and now ours.

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What do we love about enlightened hospitality?

The virtuous cycle of Enlightened Hospitality sets aside the idea of shareholders first, or even the customer, and places the employee front and center. This has to be true because no customer can ever be happier than the employee is when they show up for work. And when it comes to the customer, “The service is the technical delivery of a product,” Meyer writes. “Hospitality is how the delivery of that product makes its recipient feel.”

And this proven approach pervades not only how we hire and how we work, but also goes much deeper into our belief of why we even exist. In an industry hungry for human authenticity and understanding, Level Legal just likes to feed people — from our personal service and excellent solutions to good times with our customers around dinner tables as well.

Technology & security.

These are essential to our success, and simply part of our approach.
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From our customers.

“Many thanks – this is much appreciated. It was a pleasure working with you and the team. Your availability, proactivity, and professionalism make it very easy on our end.”

—Senior Antitrust Associate, AmLaw 10 Law Firm

“Level Legal is very client-oriented and critical to outside counsel’s success in providing us with the utmost service available.”

—Long-time eDiscovery Client, Fortune 100 Tech Company

“Level Legal project managers take ownership of a case. They collaborate, escalate when necessary, and respond quickly.”

—Corporate Counsel, Fortune 100 Company

From our customers.

“Many thanks – this is much appreciated. It was a pleasure working with you and the team. Your availability, proactivity, and professionalism make it very easy on our end.”

—Senior Antitrust Associate, AmLaw 10 Law Firm

“Level Legal is very client-oriented and critical to outside counsel’s success in providing us with the utmost service available.”

—Long-time eDiscovery Client, Fortune 100 Tech Company

“Level Legal project managers take ownership of a case. They collaborate, escalate when necessary, and respond quickly.”

—Corporate Counsel, Fortune 100 Company

FAQ

Q: We have an extremely large dataset and are unsure of what type of information is contained in it and whether they are likely to be responsive to our document request needs. Is this something you can assist with?

We have a team of dedicated review managers who have a wealth of experience in data culling and data reduction techniques. Our team uses advanced technologies and analytics to implement data reduction strategies, thereby reducing the review population and offering.

Q: Our matters contain vast volumes of extremely sensitive material. How do you handle large populations of documents containing extensive amounts of data requiring redaction prior to production? Can you assist with providing cost-effective solutions in addressing these concerns?
Our greatest concern is preserving the privacy of client data and using the utmost care in handling sensitive information. Our teams are technically trained in redaction application, both manually and in the use of technologies to identify content requiring redaction across numerous documents, as well as automating vast quantities of content redactions. We leverage AI in advanced methods of mass redaction application and inverse redaction application, allowing us to complete extensive redaction application in a fraction of the time, resulting in cost savings and review efficiency for our clients.
Q: Due to the volume and timeline restrictions of the review, we would like to produce on a rolling basis. What’s the best way to ensure accuracy when producing, and what other items should we consider with these types of productions?
Our team is experienced at making productions on a rolling basis with an eye toward efficiency and cost. We have systemized processes and checks in place for rolling productions to prioritize review of high-priority custodians and time-sensitive data. We will work with you in a collaborative effort to ensure the deadline and deliverables factor in processing times and counsel review. Overall, for productions on a rolling basis, we leverage our experience, technological acumen, and industry experience to make the process highly efficient and cost-effective.
Q: Who is responsible for training the review team on the matter?
It is a collaborative effort between our customer and us. We ask that you provide a review protocol to guide the team on the background of the case. If you do not have a protocol, then we can provide a template, as well as provide feedback and suggestions.
Q: Do you accept credit cards?
We accept checks, ACH, and wire transfers. If this is a deal breaker for you, please let us know by emailing delights@levellegal.com, and let’s see if we can make it work.
Q: What’s the biggest project you have ever worked on? The Smallest?
Our largest matter to date was over 7TB of data hosted, with 19 million documents in the workspace. There are no small matters; every single one is vitally important to us and our customers.
Q: I know nothing about eDiscovery or document review. Can you provide expert consultation on the best way to navigate the entire process?
This is our specialty. One of our core principles is to always be learning, so we absolutely love to include education as a component of every engagement. Some of our favorite customers started out as brand-new law firm associates faced with daunting document reviews and no idea how to begin. Our team has experience managing simple to complex cases, from preliminary consultation to discovery, collection, and review, all the way to the end of the case life cycle. We work closely with our clients every step of the way with our personalized expert approach.
Q: How fast can you spin up a database?
That’s a question that leads to several other questions before we can answer you meaningfully. Without knowing more, we have been known to spin up a database within 24 hours of having received a customer’s data. We work hard to be responsive to whatever our customer needs, as long as quality and the end goals are not sacrificed.
Q: Are you qualified to work on U.S. government projects?

For sure. We handle numerous matters for the DOJ, DOD, and many other agencies. And because of our partnership with Casepoint, we can offer our government customers access to the unbelievably robust and secure Casepoint Government legal tech platform.

Q: Do you handle any data outside the U.S.?

We stay away from China. Otherwise, game on.

Q: How can I get one of those cool Level Legal Yetis?
Send us a line (and your mailing address) at delights@levellegal.com and include something about Level Legal that delights you. We will get you on the list!

Let’s talk.

We don’t sell solutions. We give peace of mind. We keep things moving toward the finish line, all with technical expertise and artful grace.

Inquiries