Questioning
Question that Objection
How do you currently manage the document review process for litigation cases?
-What’s your biggest challenge in coordinating with external counsel or internal teams during litigation?
-How often do you face delays or issues in finding key documents or evidence?
-How often do you experience challenges with document accuracy or completeness during litigation?
-What’s your process for tracking deadlines, filings, and case milestones?
The following are examples of this FEATURE in Everlaw?
Box +
Sharefile
One drive
Drop box
Gdrive / Google Vault ++
Special
Sharepoint
Zoom
Asana
Gira
O365 ++
Slack
Cloud Connectors
“Is this sales call”
Response: “I’m not trying to sell you anything right now. I’m actually reaching out because I worked with other TITLES at COMPANY and they had some initiatives to do xyz and I saw with your role at the company that this might be of interest to you. Is this part of your role?”
Who are the current judges of American Idol?
Lionel Richie, Carrie Underwood, and Luke Bryan
* What areas do you wish could be improved?
* What impact has that had?
* How often/much is that happening?
* What happens the longer you wait to address this?
* What would have to change for you to address this sooner rather than later?
We do subpeonas
-What’s your process for responding to subpoenas, and how long does it typically take?
-How do you locate and retrieve requested data for subpoenas?
-How do you ensure the data you produce complies with the subpoena’s specifications?
-How often do you require assistance from IT or other departments to fulfill subpoena requests
-How often do you encounter fines or compliance issues related to subpoena responses?
This feature in Everlaw directly integrates with Microsoft Entra ID and takes away the pain of manual CSV uploads and automates the latest data on custodian information
Legal Holds
“I like what we have. Don’t need to change”
“Totally can understand why you’d think that. Its super interesting, but what we’ve been seeing across the board is…when a company grows quickly, companies we have worked with have seen an increase in internal investigations, data, and litigation which prompts them to look for a tool that will put them in a better position for when they continue scaling and keep up with growing demands
What two people made history as the first father/son duo to play in the NBA simultaneously when the latter joined the LA Lakers in 2024?
LeBron James and his son, LeBron James Jr. (Bronny)
You would ask this question to uncover Compelling Event/Timeline?
* If you came out of this meeting confident that Everlaw could meet your needs, do you have any upcoming matters in the next 1-3 months that would be require an ediscovery solution?
* If so, how many?
We do investigations
-How do you currently collect and review data for internal investigations?
-What tools are you using to identify relevant documents or communication?
-How do you ensure the confidentiality and security of data during investigations?
-What’s your process for collaborating with other teams or departments during an investigation?
-How do you analyze large volumes of data for trends or key findings?
This feature graphically displaying key communicators in your data, it enables you to instantly identify key players, rapidly gain insights into their communications patterns, and spot anomalous behavior fast – and then act on those insights in the same integrated platform
Communication Visualizer
“Yeah it's not a good time. If you want to just email me the information, I’ll take a look at it.”
“I know I called you out of the blue and I assume you are a busy individual. If you can give me one minute to explain to you concretely what we do we can assess if there is alignment instead of sending you something that is going to sit in your inbox debating if you want to read it and probably delete it. Can we take an extra minute here just to explain why this may be important for someone in your role?”
If you saw the acronym LBD in a fashion magazine, what would it most likely refer to?
Little black dress
You would ask this question to uncover the Economic Buyer
* Who would have ultimate sign-off on this?
* [If answered] When would you typically loop them in?
* During my research, It seems that [insert potential EB/DM] evaluates new e-discovery solutions extensively- is it fair to assume they would have a large say deciding on a new e-discovery solution?
* What role would you play in bringing in a solution?
* Have you been part of a technology purchase before?
* [If involved]-
* Who else needs to be involved?
* What did the buying process look like?
* Generally, what does the approval process look like for a purchase of an e-discovery solution like this?
We’re working with OC
What’s behind the decision to outsource that to outside counsel?
What kinds of matters do you outsource?
How much discovery?
How often?
How do you collaborate / sharing it with OC?
Any security concerns?
When you send those documents to OC…
- Where do you pull those documents from? What data sources?
- What kinds of file types?
- How often are you doing this?
- How many documents?
- How are you sharing that data with OC? Sending them a drive? (Box?) —> how concerned are you with security of your data?
- What’s behind the decision to send the disco to OC?
- Can you tell me more about he insurance implication with OC?
- Pitch how Everlaw can save on OC costs! And bring more
This is a fantastic tool to utilize when you have a large dataset and aren’t familiar with the data. Without any user input, Everlaw’s X tool automatically groups documents by conceptual similarity. Using this feature is a great way to start learning about your data quickly right when an investigation begins.
Clustering
“We don’t have funding/in austerity pattern/not spending any more money”
“Thank you for sharing your concerns about the current funding situation. I completely understand the importance of being mindful of budget constraints, especially in this economy. However, I believe that Everlaw can actually help alleviate some of those financial pressures by reducing risk for the (COMPANY) and freeing up some of the time on workflows for tasked that the COMPANY is obligated to execute on. Even if you're not in a position to move forward immediately, this could be a great opportunity to explore options that might better position you for the future. Would you be interested in hearing how PGE / Vail Resorts bought Everlaw to reduce its net legal expenses?
Dwayne Johnson, Cristiano Ronaldo, and Selena Gomez all have millions of followers on Instagram, but which one has the most?
Cristiano Ronaldo
You would ask this question to uncover a Potential Champion
* What role would you play in bringing in a solution?
* Have you been part of a technology purchase before?
* [If involved]-
* Who else needs to be involved?
* What did the buying process look like?
* Generally, what does the approval process look like for a purchase of an e-discovery solution like this?
We do records
PREFACE: Most records technologies fall into 1 of the 2 main buckets: either they do document review really well OR the intake and reporting really well. Everlaw excels in the former: collection, document review, and production side.
- What technology are you using, if any, to handle records?
-How do you handle redactions?
-Can you bulk redact?
-How do you identify PII?
-How manual are these redactions?
This term refers to the the rapid growth and spread of data across multiple systems, locations, and storage solutions
Data sprawl
“I’m not the right person…I’ll connect you with my manager”
Response: “Completely understand, I’d love to speak with your manager in the future. I speak with other TITLES who are in the weeds of the day to day workflow. How is your current process going?”
What famous con artist made headlines when she joined the cast of Dancing with the Stars in 2024?
Anna Delvey
You would use this talk track/questioning to uncover the prospects Value Drivers
* Many of our customers are looking to see impacts to their bottom line – in terms of cost savings, and/or the revenue they’re bringing in, while others are seeking to reduce their risk aperture. Curious what ideal outcomes look like for you and the team?