These are the working documents you'll produce, use, and hand to vendors across the eight modules of the program. Each is a Word- or Excel-style deliverable you can fill in on screen, print to PDF, or lift the content out of. Templates are vendor-agnostic. Calculators recalculate live as you type.
One row per source — every field the collection tool outputs, in plain English, with what it means for downstream review.
Open Document →Vendor-ready protocol with fillable matter fields, source-by-source tool assignments, chain-of-custody, and the UID scheme.
Open Document →Structured interview with plain-English probes for devices, accounts, ephemeral messaging, and preservation actions.
Open Document →The fields that feed the Delphoria Platform executive dashboard — with source, type, transform notes, and BI role.
Open Sheet →How to read a processing exceptions worksheet and decide what to push back on the vendor to remediate — versus what to write off.
Open Document →A realistic 480 GB processing report with practitioner annotations on every exception class — remediable, defer, abandon.
Open Sheet →The reference load-file spec — fields, types, delimiters — that works in Relativity, Reveal, and everywhere else.
Open Sheet →Map the vendor's incoming fields to your review environment's destination fields, with type conversions and validation notes.
Open Sheet →The quick load-verification pass a paralegal can run in fifteen minutes to catch the most common load-file failures.
Open Document →Set your target recall and confidence — get the sample size you need. Live formulas update as you type; printed reference sheet included.
Open Sheet →The one-pager: what documents should never enter a generative-AI workflow, and why — bad OCR, oversized, spreadsheets, more.
Open Document →Fillable protocol suitable for a meet-and-confer. Covers workflow selection, seed sets, sampling, validation, and stopping criteria.
Open Document →Model when clustering, concept search, communication analytics, or GenAI Q&A actually pays off on your corpus.
Open Sheet →Q1 2026 published pricing across the major review platforms for hosting, users, analytics, AI features, and native production.
Open Sheet →Fillable production specification — image + text + native + load-file, endorsements, Bates, protective-order legends.
Open Document →The verification pass that catches every redaction failure mode we've seen — including OCR-after-redaction ordering.
Open Document →The fields expected in federal & leading state venues, side-by-side, with jurisdictional notes and log-format compatibility.
Open Sheet →Approved phrasing for privilege descriptions — asserts the privilege without waiving it. Copy-paste ready.
Open Document →Every case that shaped the practice — grouped by proportionality, sanctions, TAR, privilege, AI, and modern comms. Holding + practice implication for each.
Open Document →Post-Mata practice pack: disclosure clauses, internal certification workflow, standing-order checklist, and matter types where we recommend declining AI use.
Open Document →Eight rubric-graded practical labs — one per module. Each with scenario, deliverables, rubric, and self-assessment. 60% of course grade.
Open Lab Book →The place to prepare. Scoreboard, Timed Test, and Missed-Questions Review — all in one place. Start here.
Open Practice Mode →Short vocabulary and concept quizzes after each module. Interactive — check answers as you go. 15% of course grade.
Open Quizzes →Full end-to-end EDRM protocol for a matter of your choosing. Rubric-graded across 6 dimensions. 20% of course grade.
Open Capstone →