CDS Advisory Services provides strategic, results-driven e-discovery solutions that help clients efficiently manage ESI risks and reduce costs, both pre- and post-litigation.
Review Planning and Management
Our advisors have extensive litigation and eDiscovery experience. Working with your team, we design realistic, executable workflows that meet your production schedule and complement your litigation strategy.
Ultimately, every review must meet two criteria: identify relevant materials and protect proprietary and privileged information. A unified review, processing, and QC strategy helps you meet those criteria. CDS Advisory Services has developed effective workflows and proven QC and Privilege protocols.
Our advisors monitor activity in real-time, report their findings to you, and recommend appropriate adjustments. You focus on the law. We focus on people, process, and technology, and keep you in the loop.
Early Planning and Strategy
We work closely with your litigation team to develop a strategic, cost-effective discovery plan. CDS’ consulting team collaborates with your case experts, early in the process, to apply proven scientific methods to extract and interpret key information from your data. The use of high-level analytics and proprietary CDS tools at the beginning of a case gives you an early understanding of your information systems and data.

Strategic Searching and Review Prioritization
Our search experts use advanced technologies to strategically search, classify, and organize your data for review. This process improves efficiency and reduces the total cost of litigation. Potentially relevant documents can immediately be assigned to your key reviewers, and materials less likely to be relevant can be given a lower priority, distributed to less-expensive team members, or even set aside altogether. Our workflows allow associates or experienced contract reviewers to focus on the most important information, saving you or your client money on the overall review.
Corporate Discovery Policies and Procedures
Our advisors help your legal department design and implement enterprise-wide eDiscovery protocols. We design a unified eDiscovery strategy with technology that best fits your data and risk profile. The team then works with your outside counsel to help them apply your standardized eDiscovery protocols to all of your cases. This system provides a more consistent and defensible approach and helps your legal department establish accurate budgets for eDiscovery and other stages of litigation.
Proactive Information Management
Advisory Services collaborates with your legal and IT departments to understand your networks, data, employee profiles, and risk sensitivity. We then work with you to design document retention and destruction policies. This method renders information accessible for legal matters, while reducing storage costs and risk exposure by purging unnecessary data.
Litigation Hold Letters
To expedite the identification and preservation of all potentially relevant sources of ESI, our Advisory Services Group can help you draft and monitor comprehensive litigation hold notices.
Meet and Confer Consulting
Our advisors arm you with best practices and strategic tools to effectively prepare for the 26(b) meet and confer.
To learn more about CDS Advisory Services email AdvisoryServices@cdslegal.com or call (855) 813-0700.
Complete Discovery Source, Inc. is not a law firm and does not provide legal representation or advice to its clients. The transmission, receipt and/or display of this communication do not create, constitute or establish an attorney-client relationship with Complete Discovery Source, Inc. or any of the attorneys Complete Discovery Source, Inc. employs. We urge you to obtain legal representation in your particular jurisdiction before taking any actions which may have legal consequences.