Software, additional staff and managed services can address different parts of the workload. Start with the work your firm needs completed, then confirm who performs it and what you will receive. Providers can combine these models, so compare the actual engagement rather than the label.
Pandexis conducts scoped investigations for plaintiff personal injury firms and prepares source-linked findings. Your firm provides context and coordination; attorneys retain legal judgment.
Use the same questions for every option. The work, responsibility and output included in an engagement matter more than its category.
You want tools and automation within an ongoing firm-led workflow.
Setup, operation, review and quality responsibilities vary by product and plan.
Which tasks are automated, and who remains responsible for preparing and checking the final work?
You need people to extend an existing process.
Role, onboarding, supervision, project management and final deliverable ownership. Some staffing offers also include managed services.
Are we buying capacity under our direction, a managed project, or both?
You need a defined review project performed under an agreed protocol.
Whether scope includes coding, privilege work, project oversight, factual analysis or a prepared investigation report.
What review decisions and final outputs are included in this engagement?
You have a large, complicated case with 2,000+ discovery files and need a scoped investigation with prepared findings.
Supplied records, factual questions, report scope, fee, timeline, coordination and retained attorney decisions.
What will Pandexis investigate and deliver for this scope, and what will our firm retain?
Pandexis performs the agreed investigation so attorneys and staff can focus on other important work. See an example report and discuss whether the service fits your case.
Access to a tool, staff capacity, a completed review task and prepared investigation findings answer different needs. Confirm the exact output instead of assuming the service label tells you what is included.
See what a Pandexis report containsAsk about the inputs, who checks the work, deadline dependencies, fee basis, changes and handling arrangements. Include your firm's retained work in the comparison. A service fee and your internal workload estimate are different figures.
Use these questions to compare proposed work on the same basis. Agree the handling arrangements before transferring case files.
Read about confidentiality and handlingSee an example report and discuss your firm's investigation needs. Scope, fixed fee and timeline are agreed before work begins.