What Complete Discovery Source does

Complete Discovery Source (CDS) is an independently owned, New York-headquartered eDiscovery services and technology company founded around 2003-2004, serving Am Law 100 law firms, Fortune 500 corporations, and US/EMEA government agencies. Its core offering is a platform-plus-proprietary-tools architecture: CDS delivers managed services and consulting on top of the RelativityOne cloud (including RelativityOne Government, a FedRAMP-authorized environment), supplemented by exclusive proprietary applications CDS Vision and CDS Convert, the former winning the 2025 Relativity Fest "Best Innovation: Beyond" award for its AI-powered financial analysis capabilities. The company monetizes through custom, project-based B2B engagements with multi-year contracts, covering digital forensics, AI-powered document review, data migration, and advisory services priced on data volume and case complexity.

CDS operates a multi-platform go-to-market as a Gold-tier Relativity partner since 2008 and a certified provider on DISCO and Exterro, with 200+ professional certifications and 8 Relativity competencies across its team. AI capabilities are delivered via Relativity's generative AI suite (aiR for Review, aiR for Case Strategy) plus CDS Vision Financial Analysis, marketed with claimed outcomes of 95% recall, 10x faster reviews, and 75% cost savings versus manual review. The company has offices in New York, London, and data center operations in Germany (German Azure hosting) and Switzerland, supporting data residency needs across jurisdictions.

Revenue is not publicly disclosed. The firm is bootstrapped with no venture backing, has no parent company, and does not publish financials; growth signals are inferred from sustained certification velocity (five+ new competencies in 2025), new product launches (Germany hosting in August 2025, aiR for Case Strategy in February 2026), expanding competencies in government and security verticals, and continued recognition in industry awards.

Name

Complete Discovery Source

Legal name

Complete Discovery Source, Inc.

Website

https://cdslegal.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

101–250 employees

Short description

Complete Discovery Source is an independently owned eDiscovery services firm that delivers AI-powered document review, digital forensics, and data migration to Am Law 100 law firms, Fortune 500 corporations, and government agencies via RelativityOne and its proprietary CDS Vision and CDS Convert applications.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales, Others

Revenue model

1. eDiscovery Professional Services: Comprehensive eDiscovery services including digital forensics, data migration, AI-powered review, managed document review, and advisory/consulting services. Delivered by certified experts with 200+ certifications. Services support the entire eDiscovery lifecycle from litigation and investigations to regulatory proceedings.
2. Managed Services: Outsourced eDiscovery infrastructure and technical expertise enabling corporations and law firms to reduce costs, increase predictability, and improve outcomes. Includes managed review services and ongoing technology management.
3. Proprietary Technology Licenses: CDS Vision and CDS Convert are proprietary tools available only through CDS, providing workflow optimization and competitive advantages. Revenue generated through inclusion in service engagements.
4. Government/Public Sector Services: FedRAMP-Authorized Cloud Services and secure eDiscovery solutions for government agencies at federal, state, and local levels. Includes specialized RelativityOne Government hosting and support.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Complete Discovery Source (CDS) provides end-to-end electronic discovery (eDiscovery) services that combine proprietary applications (CDS Vision, CDS Convert) with AI-powered review capabilities delivered on the RelativityOne cloud platform. CDS offers digital forensics, data migration, managed document review, and consulting/advisory services to law firms, corporations, and government agencies handling litigation, investigations, and regulatory compliance matters.

Product overview

Complete Discovery Source is an eDiscovery provider offering a platform-plus-proprietary-tools architecture. The core offering includes proprietary applications like CDS Vision (with Vision Financial Analysis for transforming Excel data into structured records) and CDS Convert, which are complemented by services delivered through the RelativityOne cloud platform (including Relativity aiR for Case Strategy and aiR for Review for AI-powered document review). CDS also provides comprehensive services including AI-Powered Review, Digital Forensics, Data Migration, and Consulting. The company serves law firms, corporations, and government agencies (with FedRAMP-authorized RelativityOne Government services), with certified expertise across Relativity, DISCO, and Exterro platforms.

Differentiator

Problem solved

Functional benefit

Brands

• CDS Vision: Proprietary application that streamlines workflows, cuts costs, and delivers competitive advantages. The Vision Financial Analysis solution transforms structured Excel data into metadata-rich records within RelativityOne.
• CDS Convert

Products and services

• CDS Vision

Quantifiable outcome

• 95% recall rates for optimized document review
• +5 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability9 records

Feature5 records

Partnerships

Four partnerships are on record, tiered minor, flagship and core.

• Innocence ProjectminorStrategic or Co-development Partner · 1 August 2025CDS partnered with Relativity and the Innocence Project to use AI-powered tools to help exonerate wrongfully convicted individuals. The partnership supported the exoneration of Ian Schweitzer after 23 years of wrongful imprisonment through the Justice for Change initiative.
• RelativityflagshipTechnology or Integration · 1 January 2008CDS has maintained a premier partnership with Relativity since 2008, making it one of the longest-standing Relativity partners. CDS holds Gold Provider status in the Premier Success Program and maintains 8 Relativity competencies including Security Best Practices, US Public Sector, aiR for Review Solution, Customer Success, Data Migration, Public Sector, Non-Profit, and Justice for Change. The partnership enables CDS to deliver AI-powered eDiscovery through RelativityOne and its generative AI tools (aiR for Review, aiR for Case Strategy). CDS is also a RelativityOne Gold Advisory, Developer, and Provider Partner.
• DISCOcoreTechnology or IntegrationCDS maintains certified expertise in DISCO platform alongside Relativity, enabling multi-platform advisory services. The company participated in the 2024 DISCO Channel Partner Certification Challenge with team members achieving DISCO Product Wizard certification.
• ExterrocoreTechnology or IntegrationCDS has one of the largest teams of certified experts in Exterro, helping clients maximize efficiency and unlock more value from their existing platform investments. The partnership complements the Relativity and DISCO partnerships to provide platform-agnostic advisory.

Scale indicators9 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Lighthouse (formerly Lighthouse Document Technologies): Lighthouse is a global eDiscovery and document review services provider with strong technology and managed review capabilities serving Am Law 100 firms and Fortune 500 corporations - overlapping directly with CDS's core eDiscovery and managed review offerings.
• HaystackID: HaystackID is a specialized eDiscovery, managed review, and digital forensics services firm targeting corporations, law firms, and government agencies. Its AI-augmented review and forensics capabilities closely mirror CDS's service portfolio.
• Consilio: Consilio is a major global eDiscovery, document review, and legal consulting services firm serving large law firms and corporate legal departments. Its end-to-end eDiscovery lifecycle services, multi-platform expertise, and enterprise customer base make it a close head-to-head competitor to CDS.
• KLDiscovery: KLDiscovery (KLD) is a global provider of eDiscovery, data recovery, and managed review services for law firms and corporate legal departments. Its enterprise-focused service model and multi-jurisdictional footprint overlap directly with CDS's professional services offerings.
• Epiq: Epiq is one of the largest global eDiscovery and managed services providers, offering end-to-end document review, digital forensics, and regulatory compliance services to Am Law 100, Fortune 500, and government clients - directly comparable to CDS in customer base, service mix, and delivery model.
• UnitedLex: UnitedLex is a global legal services and technology provider offering eDiscovery, managed document review, and legal operations services to corporate legal departments and law firms - directly comparable to CDS's enterprise-focused, full-lifecycle eDiscovery and managed services model.

Broad incumbents

• Exterro: Exterro provides an eDiscovery and legal GRC software platform used by enterprises and service providers. As both a partner and competing platform-and-services provider, Exterro is comparable to CDS's multi-platform services strategy.
• DISCO (CS Disco): DISCO is the developer of a leading cloud-native eDiscovery platform and also offers managed services via its Ediscovery business. While CDS partners with DISCO, DISCO's vertical integration of platform plus services makes it both an adjacent partner and a broad incumbent competitor in the same space.
• Relativity: Relativity is the developer of the RelativityOne platform on which CDS builds its primary services. As the underlying technology vendor and an increasingly direct competitor through partner-enabled services, Relativity represents the most important incumbent in CDS's ecosystem.

Emerging players

• Reveal: Reveal (Reveal Data) is an AI-driven eDiscovery and investigations platform with associated managed services. Its focus on AI-led document review and cross-border investigations overlaps with CDS's aiR-based offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/cdslegal
• YouTubeyoutube.com/@CompleteDiscoverySource
• Facebookfacebook.com/completediscoverysource
• LinkedInlinkedin.com/company/complete-discovery-source-cds

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Complete Discovery Source