Keep it in-house
Your team organizes the material and chooses its tools and process.
In-house work or a scoped service
Keep discovery investigation in-house or bring in Pandexis?
Compare your team's available capacity with a scoped investigation service. Pandexis prepares findings from the supplied records; your attorneys retain the legal decisions. Compare who will complete the work, what will be delivered and what your firm will still need to do.
For plaintiff personal injury firms evaluating support for a defined investigation.
01 / Make the work visible
Make the work behind the findings visible.
A discovery investigation combines several kinds of work. Each part takes time before findings are ready for attorney review, whether your firm completes it internally or uses Pandexis.
Prepare the records
Organize the supplied discovery into a usable record.
Find and check facts
Locate relevant passages and check the supporting sources.
Build the chronology
Connect dated events across the supplied records.
Compare accounts
Identify agreements, contradictions and unanswered questions.
Prepare the findings
Bring findings and source references into a reviewable report.
02 / Work ownership
Compare responsibility on the same scope.
Tools and external help can be part of either approach. Compare equivalent records, questions and deliverables rather than assuming every in-house process is manual.
Preparation
Use Pandexis
Pandexis prepares the supplied records within the agreed scope. Your firm identifies the material and provides context.
Investigation
Keep it in-house
Your team finds facts, builds chronology and reconciles accounts, using its chosen tools and support.
Use Pandexis
Pandexis conducts the scoped investigation and prepares findings with source references and unresolved questions.
Deliverable
Keep it in-house
Your team chooses and produces its working output.
Use Pandexis
Your firm receives the agreed findings report.
See the report contents and limitationsRetained firm work
Keep it in-house
Your attorneys assess the findings and decide how to use them.
Use Pandexis
Your team provides context and reviews delivered findings. Attorneys retain legal judgment.
Cost and timing
Keep it in-house
Assess staff effort, available capacity and your firm’s internal cost assumptions.
Use Pandexis
Agree scope, fixed fee and timeline separately. Include retained coordination and review when evaluating the commitment.
03 / Consider the fit
Consider the capacity and commitment each approach needs.
Simple matters with a manageable record.
Keeping the work in-house can make sense for a simple case, such as a straightforward traffic ticket, when your team can review the limited record alongside its other work. Consider the complexity of the case and your team's available capacity.
Built for large, complicated cases.
Pandexis is designed for large, complicated cases, including matters with 2,000+ discovery files. We do the scoped preparation and investigation, freeing attorneys and staff to focus on other important case work. Your firm provides context and reviews the delivered findings; attorneys retain legal judgment.
04 / Separate the cost assumptions
Compare internal effort with an agreed engagement.
The workload calculator estimates your firm's staff time and optional internal cost.
It is not a Pandexis price or a savings estimate. Use it to identify the support you need, then discuss a scope-matched engagement.
Evaluate the service
See an example report and discuss the fit.
Review the prepared work with Pandexis and discuss the question, records and support your firm needs.