EXECUTIVE SUMMARY
Enterprise Scale.
Proven Under Pressure.
CDS supports the world’s most demanding legal, corporate, and public sector organizations through a combination of proven expertise, enterprise-grade security, and proprietary technology that delivers measurable results at scale.
Enterprise Scale. Proven Under Pressure.
Using a proprietary technology suite competitors cannot replicate, CDS is the only provider operating at this combination of scale, credentialing, and platform depth.
Enterprise Scale
Proven capability supporting large-scale litigation, investigations, and regulatory matters across global organizations.
- 4.5 Petabytes Under Active Management
- 311 Matters Exceeding 1 Terabyte
- 10,000+ Active Users
- More Chat Data Hosted Than Any Relativity Provider
Security & Compliance
Enterprise-grade infrastructure and controls designed for highly regulated legal, corporate, and government environments.
- SOC 2 Type II
- ISO 27001
- FedRAMP ATO
- Government-Grade Security Controls
Innovation & Technology
Proprietary technology and AI-enabled workflows designed to improve efficiency, accuracy, and defensibility.
- 100+ AI Product Deployments
- 2M+ Documents Analyzed
- 12 Matter Types Supported
- First Pilot of Relativity aiR for Review
Proprietary Technology Ecosystem
Built to solve real-world discovery challenges and streamline workflows from collection through review and production.
Workflow automation, AI-driven insights, and operational efficiency tools.
Advanced processing and transformation of complex data types.
Build Defensible Governance from Policy to Platform
Effective governance requires more than written policies. CDS helps organizations establish defensible frameworks, implement governance technologies, and create documented processes that support compliance, preservation obligations, and long-term operational efficiency.
Create the Foundation
Develop governance policies, legal hold procedures, and defensible standards that define how information is managed across the organization.
- Information Governance Policies
- Legal Hold Programs
- Preservation Obligations
- Governance Strategy
Operationalize Governance
Connect policies to real-world workflows through data mapping, retention schedules, and platform-driven governance controls.
- Cross-Source Data Mapping
- Retention Policies
- Defensible Deletion
- Cloud & On-Prem Data Management
Demonstrate Defensibility
Maintain documented audit trails and compliance reporting that support regulatory requirements and legal scrutiny.
- Audit Trail Documentation
- Compliance Validation
- Reporting & Tracking
- Defensible Decision Records
Why Governance Matters
Mature governance programs reduce risk, improve operational efficiency, and strengthen defensibility across every stage of the discovery lifecycle.
Reduce Legal Risk
Consistent policies and documented processes reduce uncertainty when preservation and collection decisions are challenged.
Improve Compliance
Retention schedules and audit-ready documentation support regulatory obligations and internal governance requirements.
Lower Discovery Costs
Identifying dormant, redundant, and obsolete information reduces storage costs and review volumes.
Respond Faster
Mature governance programs enable faster legal hold execution, custodian identification, and data collection.
Governance Platform Expertise
CDS combines governance consulting with deep implementation experience across leading legal hold and governance technologies.
Relativity
- Preservation Workflows
- Automated Tracking
- Audit Documentation
- Compliance Validation
Exterro
- Legal Hold Administration
- Custodian Tracking
- Notification Workflows
- Compliance Reporting
Defensible Preservation Across Every Custodian, System, and Matter
CDS implements and manages legal hold programs across Relativity, DISCO, and Exterro, delivering complete audit trail documentation, automated workflows, and centralized visibility into preservation obligations.
Every Preservation Action Documented
Every notification, acknowledgment, reminder, escalation, and release is tracked through a complete audit trail, creating court-ready documentation that supports defensibility and reduces spoliation risk.
Notification Tracking
Complete communication history across custodians and matters.
Compliance Monitoring
Automated reminders and escalation workflows.
Acknowledgment Records
Documented custodian responses and compliance status.
Release Documentation
Defensible closure and release tracking.
Platform Expertise
Relativity
Preservation workflows, compliance tracking, and audit reporting.
DISCO
Hold management and custodian communication workflows.
Exterro
Legal hold administration, notifications, and reporting.
Fast Triage. Defensible Collection. Actionable Evidence.
CDS helps organizations rapidly identify, preserve, and collect critical data across devices, cloud platforms, messaging applications, and enterprise systems. Using industry-leading forensic technologies and proven investigative workflows, we help clients move quickly while maintaining the evidentiary integrity required for litigation, regulatory inquiries, internal investigations, and fraud examinations.
Triage
Rapid assessment of custodians, devices, applications, and potential evidence sources.
Target
Identify relevant data and prioritize collection efforts before costs escalate.
Collect
Forensically sound collection preserving metadata, integrity, and chain of custody.
Analyze
Timeline reconstruction, filtering, and investigation-focused data analysis.
Report
Structured findings and defensible documentation for legal and business teams.
Complex Data Sources Require Specialized Expertise
CDS combines industry-standard forensic technologies with proprietary triage workflows that accelerate investigations while preserving optionality for deeper forensic analysis. Our team routinely handles data sources that challenge traditional providers, helping organizations move faster without compromising defensibility.
Protected files and repositories requiring specialized extraction workflows.
Text messages, encrypted chats, and collaboration communications.
Microsoft 365, Google Workspace, Teams, Slack, and cloud repositories.
Structured environments requiring custom collection and extraction.
Older technologies and storage environments with unique extraction challenges.
Enterprise applications and databases requiring targeted collection.
Investigation Technology Ecosystem
CDS leverages leading forensic and collection technologies to support investigations across modern enterprise environments.
Remote mobile device collection and targeted evidence acquisition.
Advanced mobile forensics, extraction, and investigative workflows.
Proprietary workflows and forensic technologies for complex investigations.
Choose Technology Based on How You Work, Not How It's Marketed
CDS helps organizations evaluate Relativity, DISCO, Everlaw, and other eDiscovery platforms through workflow testing, stakeholder interviews, representative datasets, and operational analysis. The result is a recommendation grounded in how work actually gets done, not vendor positioning or feature scorecards.
Vendor-Led Recommendation
- Feature checklists
- Product demonstrations
- Marketing-driven comparisons
- Limited workflow validation
Workflow-Grounded Selection
- Real use case testing
- Representative datasets
- Stakeholder requirements
- Operational validation
Evaluation Methodology
Every recommendation is built around actual workflows, user requirements, integration needs, and long-term operational goals.
Requirements Discovery
Capture priorities across legal, IT, operations, and litigation support teams.
Workflow Testing
Validate how platforms perform against real-world review and investigation workflows.
Dataset Validation
Test representative data sets to assess performance, usability, and scalability.
Cost Modeling
Analyze costs across varying data volumes, user counts, and growth scenarios.
Recommendation
Deliver an independent platform recommendation aligned to business goals.
Multi-Platform Expertise
CDS maintains deep operational experience across leading eDiscovery technologies, providing independent guidance without platform bias.
Enterprise review, analytics, legal hold, investigations, and large-scale data management.
Cloud-native review workflows, AI-assisted review, and rapid deployment environments.
Modern review experiences, collaborative investigations, and litigation-focused workflows.
Technology aligned to actual workflows and matter requirements.
Faster onboarding and stronger user engagement across teams.
Reduced licensing, operational overhead, and platform sprawl.
Validation before implementation reduces risk and rework.
Transform Financial Data Into Defensible Evidence
CDS helps legal teams, corporations, and government agencies extract, validate, analyze, and present complex financial evidence through defensible workflows that withstand scrutiny. By combining the Vision Financial Analysis platform with eDiscovery expertise, we connect financial records to supporting documents, creating a complete evidentiary picture for investigations, litigation, and regulatory matters.
Financial Evidence Built for Legal Scrutiny
Traditional accounting reviews often separate financial records from the broader discovery process. Vision Financial Analysis integrates financial evidence directly into eDiscovery workflows, enabling teams to validate transactions, quantify damages, and connect financial events to supporting documents through a fully auditable methodology.
Process and validate large-scale accounting exports.
Trace activity across accounts, entities, and time periods.
Identify anomalies, patterns, and material financial events.
Support loss calculations and expert reporting requirements.
Financial Evidence Sources
CDS works across a broad range of financial records, accounting systems, and business documentation to create defensible evidence packages.
Auditable methodologies support expert reports and testimony.
Reduce reliance on traditional accounting firm engagements.
Accelerate financial discovery and investigation timelines.
Link financial events directly to supporting documents and review workflows.
Protect Critical Information During High-Risk Employee Transitions
When employees leave an organization, decisions often need to be made quickly. CDS helps organizations identify potential risks, investigate concerning activity, and collect defensible evidence during the critical period surrounding an employee's departure. Through targeted acquisition and forensic investigation, organizations gain the visibility needed to assess exposure, protect confidential information, and make informed legal and business decisions.
Fast Triage. Defensible Collection. Actionable Insight.
CDS investigates potential data loss, trade secret exposure, customer solicitation concerns, and unauthorized information access by focusing on the activity that occurs immediately before an employee's departure. Our approach combines rapid data assessment with defensible forensic collection methods that preserve evidence while respecting employee privacy for non-relevant personal information.
By rapidly identifying unusual behavior patterns and collecting evidence using forensically sound methodologies, organizations gain the information necessary to evaluate risk, determine appropriate next steps, and respond before opportunities for legal intervention become limited.
Most concerning employee activity occurs during the final weeks before departure. Early visibility often creates the greatest opportunity to mitigate risk.
Activity Patterns That Often Warrant Further Investigation
CDS investigations focus on identifying behaviors commonly associated with data retention, unauthorized transfer, customer solicitation, and misuse of confidential information. These indicators do not necessarily establish wrongdoing, but they frequently provide valuable context for risk assessment and decision-making.
Unusual volume of file access, exports, or bulk document acquisition.
Transmission of company information to external personal accounts.
Activity suggesting engagement with competing organizations prior to departure.
Review of sensitive information outside normal job responsibilities.
Movement of information across repositories, drives, and storage locations.
Potential preparation for solicitation, outreach, or competitive activity.
Evidence-Based Decisions Before Greater Harm Occurs
Departed employee investigations often provide organizations with the information necessary to respond before customer relationships are impacted, confidential information is disclosed, or litigation becomes unavoidable. CDS helps clients understand risk quickly, document findings defensibly, and determine the most appropriate course of action.
Understand exposure and prioritize response efforts quickly.
Preserve chain of custody and investigative integrity.
Support decisions involving injunctions and protective actions.
Address issues before customer relationships or trade secrets are affected.
Turn Migration Deadlines Into Governance and Cost Optimization Opportunities
Data migrations should do more than move information from one platform to another. CDS helps organizations use migration initiatives to reduce costs, improve governance, eliminate dormant data, modernize workflows, and prepare for the future. With the 2028 RelativityOne deadline approaching, migration planning has become a strategic business priority, not simply a technical exercise.
Faster Migrations. Lower Costs. Better Governance.
CDS has migrated more than 1,200 matters using a proprietary migration orchestrator designed to accelerate timelines, reduce risk, and improve data quality before cutover. Through automation, governance consulting, and zero-downtime migration methodology, organizations gain cleaner environments, lower operating costs, and modernized workflows aligned with current best practices.
Our Vision Migration Accelerator has analyzed hundreds of workspaces, identified dormant matters for archival, and helped clients achieve significant post-migration savings while maintaining uninterrupted access to active matters.
A Proven Framework for Successful Migrations
Every migration combines governance strategy, operational planning, and technical execution to reduce risk while improving the long-term health of the environment.
Assess
Analyze workspaces, identify dormant matters, and evaluate migration readiness.
Prioritize
Establish migration waves based on business priorities, complexity, and dependencies.
Validate
Staging Explorer identifies potential issues before migration begins.
Migrate
Automated transfers accelerate movement from Server to RelativityOne.
Optimize
Modernize workflows, consolidate environments, and reduce ongoing costs.
Technology Purpose-Built for Large-Scale Migrations
CDS combines proprietary automation with expert advisory services to streamline migration execution, improve visibility, and reduce operational disruption.
Automated Server-to-RelativityOne migration management.
Pre-migration validation that identifies issues before cutover.
Allows teams to continue working during migration activities.
Strategic planning, governance guidance, and stakeholder alignment.
Migration Is the Ideal Time to Improve the Environment
Migration initiatives create an opportunity to eliminate legacy clutter, redesign security models, standardize workflows, and improve overall governance. Organizations that approach migration strategically often emerge with lower operating costs and more efficient environments than they had before migration began.
Turn eDiscovery Data Into Executive Decision Intelligence
Project-level reporting explains what happened. Portfolio intelligence explains why it happened and what to do next. CDS Vision consolidates operational, financial, and platform data into executive dashboards that identify cost drivers, performance trends, vendor efficiency, and opportunities for strategic improvement across an organization's entire litigation portfolio.
Executive Portfolio Dashboard
CDS Vision transforms millions of operational data points into actionable executive insights by combining review platforms, billing systems, matter management applications, and project metrics into a single source of truth.
Portfolio Trends
Analyze matter volumes, data growth, review timelines, and workload patterns across the entire litigation portfolio.
Operational Performance
Track productivity, quality control, platform utilization, service levels, and review efficiency over time.
Cost Drivers
Understand exactly which variables drive spend including review complexity, custodians, data volume, and workflow selection.
Executive Reporting
Transform operational metrics into strategic recommendations supporting budgeting, forecasting, and vendor management.
One Platform. Multiple Data Sources.
Vision aggregates operational information from every major system involved in discovery, creating a unified executive view instead of isolated project reports.
Reporting Designed for Every Level of the Organization
Weekly
Operational Dashboards
Monthly
Business Reviews
Quarterly
Executive Summaries
On Demand
Strategic Analysis
Proven AI Review Methodology. Measurable Outcomes.
AI Review is only valuable when it produces defensible results, measurable efficiency gains, and repeatable workflows. CDS has deployed aiR across more than 80 projects for 29 billing clients, processing over 1.5 million documents through a structured implementation methodology that dramatically reduces client effort while delivering meaningful cost savings and review reduction.
Real Results Across Real Matters
| Case Study | Document Volume | Reduction | Cost Savings | Key Outcome |
|---|---|---|---|---|
| Case F Chat Review |
28,000 Messages | 80% | $28,000 | Reduced manual review to 4,000 documents |
| Case G Privilege Review |
15,000 Documents | 80% | $20,000 | 100% coverage and 375 review hours saved |
| Case H DOJ Trial Matter |
90,000 of 250,000 Documents | N/A | $115,000 | 2-week turnaround under trial pressure |
A Structured Framework for Defensible AI Deployment
CDS developed RAPID to ensure AI Review deployments remain transparent, repeatable, and defensible. Each phase establishes documented decision-making, attorney oversight, and validation protocols that support consistency across matters.
Understanding Technical Limits Before They Become Project Risks
Successful AI Review programs require awareness of platform limitations and workflow constraints. CDS designs implementations around known aiR boundaries while incorporating traditional review workflows where appropriate.
Continuous Learning. Defensible Outcomes.
Active Learning (TAR 2.0) combines experienced reviewers with machine learning to continuously prioritize the documents most likely to matter. CDS implements disciplined Active Learning workflows across Relativity, DISCO, and Everlaw using structured training protocols, validation testing, and defensible stopping criteria that reduce review costs without sacrificing quality.
Platform Expertise
Disciplined Active Learning Workflow
Seed Set
Select representative documents across custodians and issues.
Train
Reviewer decisions continually improve model accuracy.
Prioritize
Relevant documents surface first while lower-value material moves later.
Validate
Control sets, recall testing and elusion testing verify defensibility.
Training Doesn't End With the Algorithm
Successful Active Learning depends on disciplined human oversight. CDS establishes reviewer protocols, performs second-level QC on training documents, monitors reviewer consistency, and validates recall before concluding review.
Turn eDiscovery Data Into Executive Decision Intelligence
Project-level reporting explains what happened. Portfolio intelligence explains why it happened and what to do next. CDS Vision consolidates operational, financial, and platform data into executive dashboards that identify cost drivers, performance trends, vendor efficiency, and opportunities for strategic improvement across an organization's entire litigation portfolio.
Executive Portfolio Dashboard
CDS Vision transforms millions of operational data points into actionable executive insights by combining review platforms, billing systems, matter management applications, and project metrics into a single source of truth.
Portfolio Trends
Analyze matter volumes, data growth, review timelines, and workload patterns across the entire litigation portfolio.
Operational Performance
Track productivity, quality control, platform utilization, service levels, and review efficiency over time.
Cost Drivers
Understand exactly which variables drive spend including review complexity, custodians, data volume, and workflow selection.
Executive Reporting
Transform operational metrics into strategic recommendations supporting budgeting, forecasting, and vendor management.
One Platform. Multiple Data Sources.
Vision aggregates operational information from every major system involved in discovery, creating a unified executive view instead of isolated project reports.
Reporting Designed for Every Level of the Organization
Weekly
Operational Dashboards
Monthly
Business Reviews
Quarterly
Executive Summaries
On Demand
Strategic Analysis