Proportionality Is the Discovery Compass
Use proportionality factors to scope AI-assisted discovery instead of over-collecting or under-reviewing.
The tool can process more than the case may justify. Relevance still comes first AI review starts with the same civil procedure question: what information is relevant to a claim or defense? If the issue is whether a reseller breached exclusivity in Q2, the model does not need every sales Slack channel for three years. A good AI workflow begins with claims, defenses, custodians, data sources, and date ranges. The model helps find and organize responsive material inside that frame. Proportionality controls the frame FRCP 26(b)(1) asks whether the discovery is proportional to the needs of the case. The amount…
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