L E A D G A R N E R

Document Review Services

LeadGarner provides managed document review services tailored for a variety of industries including legal, pharmaceuticals, insurance, and more. By employing experienced legal professionals and utilizing advanced software like Relativity, Ringtail, Everlaw, and Disco, the company enhances the efficiency and accuracy of the legal document review process. This service is crucial for handling the complexities of various legal matters such as intellectual property law, civil arbitration, and internal investigations, ensuring meticulous attention to detail and adherence to legal standards.


The focus on specialized areas like patent disputes, trademark litigation, and law of tort further underscores LeadGarner's commitment to excellence. By reducing the workload on in-house legal teams, these services allow firms to concentrate more on strategic aspects rather than procedural tasks. The integration of cutting-edge technology with professional expertise not only optimizes legal workflows but also improves the outcomes of cases, making LeadGarner a valuable partner for any organization facing extensive legal document management challenges.



Objective Coding

LeadGarner specializes in objective coding, a process essential for efficiently managing large volumes of documents in legal contexts. This method involves meticulously collecting and recording key data points from documents, such as date, author, recipient, source, and title. By organizing this information into simple indexes and integrating searchable keywords, LeadGarner makes it easier for legal teams to quickly locate and analyze the documents they need. This streamlined approach not only speeds up the review process but also enhances the accuracy and accessibility of important legal information, supporting better management and utilization of document archives in legal proceedings and investigations.

Responsive Analysis

At LeadGarner, we prioritize accuracy in data delivery, which is crucial for lawyers when determining the responsive status of documents according to state protocols or specific case matters. Our services are designed to meet the unique requirements of each client, ensuring that all legal documents are handled with precision and in compliance with relevant legal standards. Our commitment is to facilitate the smooth progress of your legal endeavors, aiming to achieve your goals efficiently and effectively, without any unnecessary complications. This dedication to quality and client satisfaction helps streamline the document review process, making it less burdensome and more productive for legal professionals.

Confidentiality Review

At LeadGarner, we place a high emphasis on the comprehensive assessment and protection of sensitive data within documents, ensuring full compliance with legal and regulatory requirements. Our process includes stringent measures to safeguard contract data, maintaining the utmost confidentiality and security throughout the document review process.


This commitment to privacy and security is fundamental to our operations, providing our clients with the assurance that their critical information is handled with the highest level of care and discretion. This approach not only protects the integrity of the data but also reinforces trust and reliability, key factors in our ongoing partnerships with clients across various industries.

Privilege Analysis

LeadGarner specializes in comprehensive privilege document analyses, tailored to meet the specific legal needs of each client while preserving privileged rights. Our expertise enables clients to confidently withhold relevant documents during the crucial disclosure stage of litigation, ensuring that sensitive information is appropriately protected.


Trust in the LeadGarner team for an efficient and effective review of privileged documents. Our process is designed to support the strategic interests of our clients, helping them navigate complex legal landscapes with the assurance that their privileged data is handled with the utmost care and professionalism.

PII and PHI

LeadGarner offers specialized services in handling Personal Identifiable Information (PII) and Personal Health Information (PHI), performing necessary redactions in accordance with client requirements or HIPAA regulations. Our expertise in this area ensures that we maintain data compliance and uphold the highest standards of security. By meticulously redacting sensitive information, we help protect the privacy of individuals while enabling our clients to meet their legal obligations confidently. This attention to detail and adherence to legal standards makes LeadGarner a trusted partner in managing sensitive information securely and effectively.

Due Diligence

LeadGarner's expert team excels in collating case information, meticulously defining the scope of each case, and identifying and preserving relevant documents. This detailed and methodical approach ensures that all tasks are handled with the utmost thoroughness and accuracy, essential for the integrity of legal proceedings. By managing these foundational aspects effectively, LeadGarner helps legal teams build strong cases based on well-organized and carefully preserved evidence. This precision in document management and preservation is crucial for upholding legal standards and achieving favorable outcomes in complex legal challenges.

Internal Investigations

LeadGarner’s approach to internal investigations involves a rigorous process of collecting, analyzing, reviewing, and formatting documents to meticulously filter out relevant information. Our expertise ensures that this process is both thorough and efficient, crucial for uncovering insights that are vital to your organization's internal investigations. With a focus on detail and precision, we assist in bringing critical information to the forefront, aiding in decision-making and compliance efforts. Trusting LeadGarner with your internal investigation needs means ensuring that every piece of relevant data is carefully considered and utilized to support your organizational objectives and legal requirements.

Incident Response

LeadGarner's experts are adept at thoroughly reviewing legal documents to identify sensitive information, including Personal Identifiable Information (PII), Personal Health Information (PHI), and trade secrets or intellectual property. This meticulous process is conducted based on specific client guidelines. Using the extracted data, we then create a Notification List, which is essential for managing and communicating about the information appropriately. Our team specializes in handling FERPA matters (Family Educational Rights and Privacy Act), ensuring that educational records and related information are managed with the highest standards of privacy and compliance. This specialized service provides crucial support for organizations in managing sensitive information effectively and in accordance with legal requirements.

Managed Legal Document Review Workflow

Managed legal document review services, such as those provided by LeadGarner, involve implementing various strategies and procedures to ensure a streamlined and efficient workflow. Here’s a detailed look at how we handle the process:

  • Develop effective search strings and search terms to ensure persistent highlighting for responsiveness.
  • Conduct document sampling to estimate the percentage of responsive documents in the project.
  • Generate a calibration set or sample set for the client at the beginning of the review process.
  • CondPerform daily conflict checks to ensure data integrity.
  • Efficiently segregate client-coded documents from the rest.
  • Organize documents into batches for streamlined review.
  • Maintain a query log and decision log to document uncertain decisions regarding specific documents.
  • Prepare a consistency sheet to verify the correct coding of documents with similar file names or subjects within the authorized population