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.

Unified Discovery Playbook
by Duke Advisory

Get control of Discovery  with our Playbook designed for attorneys to effectively manage 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


Litigation Readiness Assessment

Evaluates current eDiscovery practices and recommendations on improving processes using a gap analysis inspired by EDRM best practices.

  • Evaluates your current state of eDiscovery preparedness

  • Recommendations on improving eDiscovery processes based on client’s interest/need

  • Can be completed in a matter of a few days


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 RFP's. We know the in's 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  evaluates 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 client with key considerations through the contract phase 

  • Manage the final client presentations

  • Coordinate roll out of new eDiscovery provider