The In-House eDiscovery Business Case Template
A Free, Editable Business Case Template with a Spend Audit, Readiness Assessment, Break-Even Calculator, and Stress Tests Your CFO Can Actually Test.
This editable template gives legal operations, in-house counsel, and eDiscovery leaders four passes that each produce a defensible number. Split twelve months of invoices, price your own readiness gaps, run the break-even calculator, and stress-test the result before the approval meeting does it for you. It will not tell you in-house is the right answer. For a thin docket the calculator will show plainly that it is not, which is exactly what makes finance trust it where it holds.
What's Inside It
- A Twelve-Month Spend Audit Splitting Discovery Cost Into Four Traceable Buckets
- An Operating Readiness Assessment That Prices Every Gap You Name
- The Five-Block Financial Model, From Baseline to Sensitivity
- A Ten-Line Break-Even Calculator Producing Recurring and First-Year Numbers
- Five Stress Tests Showing Where the Case Stops Working
- Four Written Questions That Source the One Figure Your Invoices Cannot Give You
- An Approval Sequence Mapping What the CFO, IT, Procurement, and GC Need First
- A Pre-Presentation Checklist to Run Before the Proposal Leaves Your Desk
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Frequently Asked Questions
Everything you need to know about Venio's eDiscovery platform
1. Who Is This Template for?
Legal operations leaders, in-house counsel, litigation support managers, and eDiscovery professionals building the case to bring discovery in-house. It also suits finance and procurement partners who need to test a proposal someone else has written.
2. What Does the Break-Even Calculator Actually Calculate?
Annual fixed costs divided by net avoided cost per matter, giving recurring break-even, then the same figure with first-year transition costs added. Compare both against your expected annual matter count to see whether the model clears on recurring costs, in year one, or not at all.
3. Are the Worked Example Figures Real Benchmarks?
No. The worked example column uses hypothetical inputs for illustration only. The figures are not Venio prices, market benchmarks, or customer results. Every shaded cell takes your own invoice lines, and estimates are fine where you label them as estimates.
4. What Counts as a Saving in This Model?
Only charges the new operating model actually removes. Retained counsel review and new internal labour do not count. Treating retained legal work as savings is the single most common reason a business case does not survive finance.
5. Why Does the Template Include Stress Tests?
Because annual averages conceal the conditions that break an operating model. The template re-runs the calculator at 75 and 50 percent of expected savings, against retained vendor minimums, against your busiest plausible month, and against the platform owner being unavailable.
6. What Scope Does the Comparison Cover?
Ownership of the technical workflow, so processing, early case assessment, review administration, and production. Substantive legal review stays with counsel and is excluded from both sides of the comparison.
7. Is This Legal or Financial Advice?
No. The template is general guidance and an educational resource. Adapt it to your matters, your procurement rules, and the advice of counsel before presenting any figure from it.
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