Operationalize Court Rules Inside Your Discovery Workflow

ESI Flow helps litigation teams apply court rules, procedural judgment, and negotiation strategy consistently inside Microsoft Word before discovery costs and disputes escalate.

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How ESI Flow Works

A structured workflow for protocol drafting, review, analysis, and negotiation.

STEP 1: Matter Intake

Capture key facts affecting proportionality, privilege, cost, and risk.

STEP 2: Risk Analysis

Generate a structured risk scorecard across core protocol issues.

STEP 3: Rule Analysis

Identify jurisdiction-specific rules and procedural requirements.

STEP 4: Clause Review

Flag protocol provisions requiring strategic review.

STEP 5: Draft Support

Move approved language directly into the drafting workflow.

STEP 6: Negotiation Preparation

Generate structured negotiation talking points and fallback positions for internal preparation and meet-and-confer discussions.

BUILT INSIDE MICROSOFT WORD

Built Where Legal Work Already Happens

ESI protocols are drafted, negotiated, and revised inside Microsoft Word. ESI Flow works directly within that workflow.

• No new drafting platform
• No workflow replacement
• No migration project
• No retraining requirement

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Why Structured Discovery Workflows Matter

Most discovery risk emerges before production begins.

ESI protocols shape preservation obligations, cost allocation, custodians, search methodology, privilege expectations, and dispute risk.

ESI Flow helps legal teams bring structure, consistency, and visibility to those decisions earlier in the litigation lifecycle.

Designed Around Attorney Judgment

ESI Flow does not replace attorneys.
It helps structure legal analysis, procedural review, and drafting workflows while keepin attorneys in control of legal strategy and negotiation decisions.

Attorney-Controlled Decision Support

Rule-Based Guidance

Defensible Discovery Decisions

WHO IT’S FOR

Built for Litigation and Discovery Teams

Three businessmen engaged in discussion during a formal meeting in an office setting.

For In-House Litigation Teams

Bring consistency, visibility, and defensible decision-making across matters, firms, and jurisdictions.

Legal team meeting to review drafting decisions and reduce discovery sanction risk

For Law Firms

Standardize protocol drafting and negotiation workflows while reducing rework and inconsistency.

Legal judgment and AI: attorney applying human expertise where AI cannot

For E-Discovery Professionals

Connect technical discovery realities to proportionality, procedure, and litigation strategy.

What ESI Flow Is Not

01

Intuitive User Interface

ESI Flow is purpose-built for litigation and discovery workflows.

02

Not a Replacement for Attorney Judgment

The platform structures decisions. Attorneys remain responsible for legal strategy.

03

Not Another Standalone Platform

ESI Flow operates directly inside Microsoft Word.

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