The Socha-Gelbmann Electronic Discovery Survey is an independent survey conducted by two independent consultants, George Socha and Tom Gelbmann.

We are not affiliated with any provider or consumer of electronic discovery services or software. Although we always are open to suggestions about how to improve our survey, we do not allow any provider or consumer to participate in the construction of the model we use to gather and evaluate information about the electronic discovery market. We do not allow any provider or consumer to assist in gathering data, other than as interviewees or by completing spreadsheet files sent to them at their request. We also do not allow any provider or consumer to assist in evaluating the data we obtain or in preparing any of our reports.

The Socha-Gelbmann Electronic Discovery survey is supported solely by purchases of copies of the report we publish. We do not charge anyone to participate in the survey. We do not take payments to place organizations in any of the rankings we publish.

Since 2003, Socha Consulting LLC has provided paid consulting services to (or has been reimbursed for travel expenses) by a number of the services providers named in this report, and has provided paid consulting services to (or have received software at no charge from) a number of the software providers named. Socha Consulting LLC also has provided consulting services to a number of services and software providers not mentioned in this report, including potential electronic discovery providers, electronic discovery consumers, venture capital groups, private equity firms, and others.

Gelbmann & Associates, an independent management consulting firm focused on the legal sector, has provided paid consulting services to some of the providers named in this report.

Since 2005, over 150 electronic discovery services and software providers, law firms and corporations have participated in EDRM. Among those organizations are ones mentioned in this report. Participating organizations pay a fee to be active in the projects. Used to defray the costs of managing EDRM, that fee is paid to Socha Consulting LLC and Gelbmann & Associates. Full lists of the participating organizations are available at http://edrm.net.