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It’s not only what you know, it’s whom you’ll listen to that matters.

When Employees Depart with Data: The Power of Triage

Learn how forensic triage can provide critical and cost-effective insights about employees leaving with confidential and proprietary data.

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Why In-House Legal Teams Can’t Rely on AI Alone for M&A Due Diligence

Why In-House Legal Teams Can’t Rely on AI Alone for M&A Due Diligence
November 21, 2025 | Newsroom

When Employees Depart with Data: eDiscovery Best Practices

When Employees Depart with Data: eDiscovery Best Practices
November 19, 2025 | Newsroom

EDRM Illumination Zone Podcast with Greg Moreman of Level Legal

EDRM Illumination Zone Podcast with Greg Moreman of Level Legal
November 12, 2025 | Newsroom

GenAI and TAR: Competitive or Complementary?: eDiscovery Best Practices

GenAI and TAR: Competitive or Complementary?: eDiscovery Best Practices
November 10, 2025 | Newsroom

Individual Accountability Defines White Collar Enforcement in 2025

Individual Accountability Defines White Collar Enforcement in 2025
November 6, 2025 | Blog

Navigating the Emerging Challenges of Digital Forensics and Deepfakes: eDiscovery Webinars

Navigating the Emerging Challenges of Digital Forensics and Deepfakes: eDiscovery Webinars
November 6, 2025 | Newsroom

When Employees Depart with Data: The Power of Triage

When Employees Depart with Data: The Power of Triage
November 4, 2025 | Blog, Featured

Gen AI and TAR: How Seemingly Competitive Technologies Are Complementary Tools

Gen AI and TAR: How Seemingly Competitive Technologies Are Complementary Tools
October 31, 2025 | Newsroom

Mixtape: 2025 Association of Corporate Counsel Annual Meeting

Mixtape: 2025 Association of Corporate Counsel Annual Meeting
October 31, 2025 | Newsroom

Capri Miller of Level Legal on EDRM’s Illumination Zone: eDiscovery Trends

Capri Miller of Level Legal on EDRM’s Illumination Zone: eDiscovery Trends
October 29, 2025 | Newsroom

Webinar November 11: Digital Forensics and Deepfakes

Webinar November 11: Digital Forensics and Deepfakes
October 23, 2025 | Webinars

‘We’re Making the Law as We Go’: Inside the Legal Maze of Cannabis With Trulieve’s AGC

‘We’re Making the Law as We Go’: Inside the Legal Maze of Cannabis With Trulieve’s AGC
October 16, 2025 | Newsroom

Expertise at the Edge: The Thrill of Solving Legal Challenges in the Cannabis Industry

Expertise at the Edge: The Thrill of Solving Legal Challenges in the Cannabis Industry
October 15, 2025 | Level Table Live

EDRM Illumination Zone Podcast with Capri Miller of Level Legal

EDRM Illumination Zone Podcast with Capri Miller of Level Legal
October 13, 2025 | Newsroom

FCPA Enforcement in 2025: What Companies Need to Know After the DOJ’s Shift

FCPA Enforcement in 2025: What Companies Need to Know After the DOJ’s Shift
September 25, 2025 | Blog

Jon Robins on Level Table Live!: eDiscovery Events

Jon Robins on Level Table Live!: eDiscovery Events
September 15, 2025 | Newsroom
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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 & 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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