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Duke Advisory Group

Advisory Services

We help clients optimize areas of their legal operations to improve efficiency across workflows and cloud technology integration


DAG eDiscovery Playbook. The DAG ePlaybook is instrumental in training and practical process management for attorneys and paralegals.


Our clients recognize significant improvement in managing the complexities of Discovery.


Get control of Discovery with our Playbook designed for attorneys to effectively manage the Discovery phase of litigation. A step-by-step guide walking you through each step. From custodian identification, custodian interview, meet and confer as well as standardization

of data management.

eDiscovery Playbook Including Forms Management

  • Establish an effective eDiscovery process with DAG's eDiscovery Playbook that includes:

    • Workflow Diagram

    • Checklist

    • Standards and principles manual

    • DAGforms Library of 40+ forms ready to use to support the discovery process

    • Onsite and Web-hosted training

Most Popular DAGforms for Discovery:

  • Identification Roster

  • Identification and Preservation questionnaire 

  • Custodian and Data Store Index 

  • Litigation Hold Template

  • Custodian Interview Questionnaire

  • Data Map and Collection Forms

  • Chain of Custody form

  • Meet and Confer Checklist

  • Processing Data Specification

  • Attorney Review Planning 

  • Production and Privilege Log Forms

DAG Playbook and forms

are included for every eDiscovery project. 

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Vendor Management Services + RFI/RFP Management

Technology selection DAG has a career of experience managing RFPs. We know the ins and outs of vendor pricing. Our process is based on 6 main criteria to measure vendor responses. We stack rank by line item prices as well as test the pricing models through scenarios and evaluate pricing fluctuations based on certain project types.

We manage the RFP process on behalf of our clients for either a Master Services Agreement, OnDemand or Managed eDiscovery services for law firms and corporations.

  • Establish an RFP which meets the needs of your organization

  • Distribute RFP across a broad mix of eDiscovery providers

  • Rank all  responses utilizing DAG’s proprietary scoring algorithm which includes 6 key metrics: data security policies, experience, qualifications, ethics, diversity, and pricing

  • Detailed analysis of pricing by line item and testing practical use across 5 different types of scenarios

  • Comprehensive analysis ranking all vendors, identifying top 3 for client presentations

  • Coordinate vendor presentations 

  • Help our clients with key considerations through the contract phase 

  • Manage the final client presentations

  • Coordinate roll out of a new eDiscovery provider

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