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Comprehensive AI Adoption and Strategy Survey

Exterro and EDRM are partnering to conduct a survey on legal professionals' opinions about AI use today, potential use cases, risks, benefits, and goals. The results of this survey will form the basis of an educational report to be issued later in 2026. This survey is anonymous. Responses are reported in aggregate only, and your answers will not be used for sales or marketing follow-up. At the end of the survey, you may optionally share your email address to be notified when the final report is released and when a webinar reviewing the results is scheduled.
1.What is your organization’s total global employee headcount?
2.What type of organization do you work for?
3.What is your current role/title within the organization?
4.Approximately how many new litigation, investigative, or regulatory matters involving eDiscovery does your team manage annually?
5.In which stages of the EDRM does your team currently utilize AI?
6.What specific types of AI technologies are deployed in your workflows?
7.How comfortable are you using AI tools across your eDiscovery workflows?
8.How comfortable would you be with utilizing autonomous agentic AI (i.e., AI designed to independently complete workflows with human supervision) versus assistive or generative AI (i.e., AI that simply summarizes, searches, or advises)?
9.When using AI for early case assessment (ECA) or investigation, what is the average percentage reduction in your data volume before it is sent to external counsel or a linear review team?
10.What poses the greatest long-term risk to AI adoption in legal and eDiscovery workflows?
11.Do you agree or disagree with this statement: 'General-purpose AI tools such as ChatGPT, Claude, Gemini and Copilot are sufficiently defensible for use in legal discovery, investigations and regulatory response workflows.'
12.If challenged in court today, I would be confident defending the outputs produced by AI systems used in my organization’s eDiscovery or investigation workflows.
13.Which eDiscovery or legal tasks would you allow autonomous AI agents to perform with human oversight but minimal human intervention?
14.When do you believe AI agents will be capable of independently managing substantial portions of an eDiscovery matter with minimal human intervention?
15.To what extent have you received direct instructions or mandates from executive leadership, the Board of Directors, or shareholders to implement AI into your operations?
16.What is your primary business goal for expanding AI in your eDiscovery workflows over the next 12 to 24 months?
17.In which specific phase(s) of the eDiscovery process do you most want to introduce or expand AI capabilities next?
18.How do you expect your organization's explicit budget for eDiscovery AI tools to change over the next fiscal year?
19.How do you expect the deployment of internal AI tools to change reliance on external law firms and ALSPs for data review?
20.How does your legal department plan to measure the ultimate efficacy of your AI implementations?
21.Optional: Enter your email address if you'd like to be notified when the final report is released and when the results webinar is scheduled.