Managed Review

We are your agents, not your gatekeepers.

Take something people already know.
Do it better than they thought it could be done.
And treat them better than they knew they could be treated.

This approach comes from restaurant empresario Danny Meyer. By contrast, our industry has a reputation for filling document reviews with nameless, faceless attorneys seen as disposable labor sources. And yet, we have seen legal strategies pivot radically based on the insights our people find in the chaos of mountains of data.

Who do you trust in your documents?

The kind of customers we work with know their cases can be lost from sloppy results and they hire us to make sure this never happens. Our job is to help you win the day by constantly adjusting and driving to the finish line, all with technical expertise and artful grace. It should go without saying, but we take security seriously.

What our customers can expect from us:

You can expect

Scoping and alignment

We’re staged to handle any matter size – from one megabyte to one petabyte. No matter type, complexity, or schedule fazes us: litigation, regulatory, due diligence, compliance, merger control, internal investigations. We will review on our platform or yours. We’ve got your back.

You can expect

Workflow expertise.

Our customers enjoy peace of mind knowing their projects are run by attorneys and technologists who understand the bigger picture and deliver the outcomes you need. What outcomes? Production candidacy, accelerated fact development and knowledge transfer, service-ready privilege logs, defensible redactions, deposition and motion support, foreign language – and everything else.

You can expect


Many vendors deliver reports, but Level Legal’s output covers not only the past, but also the present and future. A 360 degree perspective. Our approach eliminates surprises and puts you back in control of your matter.

You can expect

Retrospective assesments.

After every matter, we meet with customers to receive and give feedback on the three P’s of project review: planning, performance, and perfecting. That last point in particular helps us continue to elevate our performance.

Close Modal

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.