📂 Probate TAR Jumpstart

Service Description

Reviewing emails, texts, and financial records in probate litigation can be time-consuming and expensive. Large firms leverage Technology Assisted Review (TAR) to cut costs and improve accuracy, but smaller probate firms rarely know where to begin. The Probate TAR Jumpstart puts that same power in your hands with a probate-specific approach — and offers a clear pathway to our Financial Record Analysis service for cases that require deeper financial tracing. What It Includes: 90-Minute Strategy Session with an eDiscovery Project Manager to design a TAR workflow for your probate case. Custom TAR Workflow Blueprint showing how to prioritize relevant communications (emails, texts, caregiver notes, financial discussions). Efficiency Report with projected cost and time savings versus manual review. Optional Tool/Vendor Guidance tailored to probate-scale matters. Why It Matters: Cuts review costs by up to 50%. Ensures consistent, defensible results in probate litigation. Helps attorneys zero in on documents tied to capacity, undue influence, or financial abuse — the issues that matter most. Upsell Option: If document review reveals irregular money movements or suspicious financial patterns, you can seamlessly upgrade to our Financial Record Analysis service. This advanced review connects bank/credit activity with digital communications, producing timelines and case binders that strengthen elder abuse or misappropriation claims. 💰 Ideal For: Probate attorneys and fiduciaries managing document-heavy estate disputes who want to modernize review without overspending — with the option to go deeper when financial tracing becomes critical.