Legalweek 2024 Mixtape – Day 3

For part two of a three-part series in Peer to Peer, Level Legal’s director of client services Jeff Guttman highlights four shortcuts that undermine...

Level Legal Acquires PC Forensics

Legal IT Insider reported that Level Legal has acquired PC Forensics, adding David Greetham as the vice president of digital forensics. This move...

AI or Not to AI

Dive into the intriguing world of generative artificial intelligence and its profound impact on the legal landscape. Steve Salkin, editor-in-chief...
Photo of Daniel Bonner, Director of Client Solutions

Delivering Delight in eDiscovery

Why does the human touch matter in today’s increasingly technological world? At Legalweek 2023, Level Legal Director of Client Solutions Daniel...
Level Legal Director of Client Services Jeff Guttman in a photo with Daniel Bonner Director of Client Solutions.

Who’s Afraid of Antitrust Reviews?

Though antitrust investigations pose significant challenges for corporations and law firms, fear not: Level Legal Director of Client Services Jeff...
Legal Speak podcast set where CEO Joey Seeber and Director of Client Solutions Daniel Bonner unveil Level Legal’s commitment to customer centricity.

Level Legal’s Customer Centricity

Tune in as CEO Joey Seeber and Director of Client Solutions Daniel Bonner unveil Level Legal's mission to deliver exceptional customer experiences...
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Our Framework


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


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


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


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


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.