Advisory Services & Data Consulting

WHEN STAKES ARE HIGH

Complex Data Challenges Mean Complex Strategic Challenges

As systems embed deeper into operations, managers need experienced guidance. Data spans cloud platforms, legacy environments, collaboration tools, and databases. Ownership is diffuse, processes evolve organically, and strategic decision-making becomes more complex.

Expectations remain high. Regulators, courts, and leadership demand direction quickly, even when risk is still emerging and technologies are shifting.

Some issues erupt suddenly. Others build quietly. The question is constant: how to assess accurately, prioritize wisely, and move forward with control.

Complex Data Challenges Mean Complex Strategic Challenges

CAPABILITIES

Global Advisory Consulting Services

Discovery Readiness and Response

Strategic planning, custodian interviews, preservation and collection guidance, and expert witness services to support matters at any stage.

Information Governance Advisory

Assessment and development of retention schedules, legal hold processes, and disposition programs to improve operational discipline.

Data Privacy and Architecture Assessment

Evaluation of data flows, system configurations, and governance practices in light of privacy regulations and breach risk.

Office 365 and Platform Health Checks

Targeted review of Security and Compliance Center usage, configuration, and controls, with actionable recommendations.

Consulting and Meet & Confer Support

High-level, strategic guidance on scope, methodology, and planning, including support for second requests, cross-border matters, and legacy migrations.

WHY US?

Dynamic Situations Demand Innovative Solutions

KLDiscovery Advisory Services integrates specialists across governance, privacy, discovery, analytics, forensics, and production. Drawing on decades of hands-on experience, the team supports matters at any stage and delivers practical guidance grounded in real systems, real workflows, and the demands of complex enterprise environments.

See How We Work

Senior-Led Strategic Matter Oversight

Advisory engagements are led by experienced professionals who understand litigation, regulatory pressure, and enterprise data complexity, aligning technical decisions with legal strategy from the outset.

Independent, Risk-Focused Perspective

Objective assessments identify exposure across systems, workflows, and controls, helping legal and executive stakeholders prioritize action based on defensibility and operational impact.

Structured Assessment and Roadmapping

Engagements follow defined evaluation frameworks that translate findings into clear, sequenced action plans, enabling controlled execution rather than reactive, fragmented change.

Alignment Across Legal and Technology

Advisory teams bridge legal, IT, compliance, and security functions, creating shared visibility and consistent decision-making across complex organizational environments.

Trusted by Leading Law Firms and In-House Legal Teams in

OUR APPROACH

Advisory Partnership Built on Alignment and Continuity

Engagement typically begins with a focused assessment—clarifying objectives, identifying constraints, and mapping the data and stakeholder landscape. That early work frames the right sequence of actions and reduces unnecessary movement later.

From there, we collaborate closely with legal, IT, compliance, and security teams. We advise on structure and process, help implement practical changes, and remain engaged as conditions shift. The relationship is consultative and ongoing rather than transactional. We serve as true partners.

When priorities change because of new developments, expanded scope, or regulatory direction, the advisory team recalibrates, maintaining continuity, modifying the plan and communicating at every step.

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Advisory Partnership Built on Alignment and Continuity

BUILT-IN ASSURANCE

Advice That Works Outside the Slide Deck

Comprehensive Perspective

Highly experienced advisory support spanning almost every situation, including governance, privacy, platform configuration, discovery, analytics, and incident response.

Situational Flexibility

Engagements that adjust to the matter at hand, whether proactive program development or urgent response work.

Integrated Practicality

Guidance informed by hands-on operational experience, so recommendations translate into workable action.

Advisory Consulting Services