Discovery Genie

What Discovery Genie does

Discovery Genie is a Denver, Colorado-based software company that operates a patented, web-based eDiscovery and eProduction platform designed for small and solo law firms handling the long tail of civil cases (typically under 35,000 pages) where traditional big-law eDiscovery is disproportionate in cost and complexity. Founded in 2016 by solo practitioner Dan Culhane (alongside co-founder Brendan Haskins), the platform ingests email archives (.pst, .mbox) and compressed electronic files (.zip), automatically converts documents to PDF while preserving metadata, applies customizable Bates numbering, uses the patented "Predictor" algorithm to classify emails into privilege/production categories based on sender and recipient metadata, and produces indexed output sets with privilege, production, key-document, and irrelevant logs. The five-step workflow (create case, upload job, classify emails, review, finish and download) is engineered to be learned in under an hour without IT support, targeting "the pragmatic, self-driven lawyer."

Name

Discovery Genie

Legal name

Discovery Genie

Website

https://discoverygenie.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Discovery Genie is a Denver-based, patented eDiscovery and eProduction SaaS platform that converts emails and electronic files to Bates-stamped, indexed PDF production sets for small and solo law firms handling the long tail of civil cases.

Ownership category

akta.pro rank

Product category

eDiscovery Software

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYBPAAAFAB

Claims Data Capture, Indexing & Document Management

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Claims Processing & Adjudication Support

SECONDARYBPAMAAAG

Recommendation & Discovery Engines (content/product)

Business & Public Services/Web, Mobile & Digital Platforms/Search, Discovery & Web Portals

SECONDARYBPAMAAAB

Search Engines

Business & Public Services/Web, Mobile & Digital Platforms/Search, Discovery & Web Portals

SECONDARYHDADAKAE

Email Archiving, eDiscovery & Compliance

Hardware, Technology & Telecom/Cybersecurity/Email & Collaboration Security

Keywords

• EDiscovery software
• Document production
• Privilege review
• Bates numbering
• Trial exhibit management

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Pay-per-doc usage pricing: Primary revenue stream: customers pay $1.13 per privileged or produced document and $0.67 per irrelevant document at the time of output. No minimum cost per document set. Example: 500 documents = $565. Pre-pay option discounts the per-document price.
2. Unlimited Discovery subscription: Subscription tier at $300 per attorney per month with an initial 12-month commitment; allows customers to produce unlimited documents at no additional per-document charge. Includes everything in the pay-as-you-go plan.
3. Professional Services: Hourly fee of $250/hour for ancillary services such as data scrubbing, data organization, consolidation of email files, uploading to Discovery Genie, and finishing document sets. Hourly cost does not include per-document cost.
4. Exhibit Genie pay-as-you-go: Separate monetization for Exhibit Genie: $20 setup fee, $0.40 per page upload fee, $0.35 per page finishing/download charge, with on-demand printing quoted separately. Free account, free training and free support.
5. Freemium / free trial entry: Free signup and free trial entry on the web app, with "Sign up free" CTAs across the site to drive PLG adoption. Exhibit Genie offers a free account with unlimited cases, exhibit sets and users.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels11 records

Core offering

Discovery Genie is a patented web-based eDiscovery and document production platform that ingests email archives (.pst, .mbox) and compressed electronic files, automatically converts them to PDF while preserving metadata, applies Bates numbering, runs a proprietary privilege-prediction algorithm ("the Predictor"), and produces indexed, downloadable document sets with privilege, production, key-document and irrelevant logs. It is engineered specifically for small law firms and small cases (under 35,000 pages), with transparent pay-per-doc pricing, an unlimited per-attorney subscription tier, and an integrated companion product, Exhibit Genie, for managing trial exhibit lists in real-time.

Product overview

Discovery Genie offers a platform-plus-modules architecture: the patented Discovery Genie core platform handles eProduction of emails and electronic documents (with named feature modules for client document collection, PDF conversion and data extraction, document review, privilege prediction via the proprietary Predictor algorithm, Bates label customization, customized indexing, downloadable output files, and Clio integration), while Exhibit Genie is a separately-priced companion product that extends the platform's value into trial preparation by managing exhibit lists in sync with exhibit documents in real time. Together they cover the full litigation document lifecycle from intake and processing through trial.

Differentiator

Problem solved

Functional benefit

Brands

• Exhibit Genie: A separate product line from Discovery Genie designed to keep exhibit lists in sync with exhibit documents and rearrange the order of exhibits in real time for depositions, hearings, affidavits, and other proceedings using exhibits.

Products and services

• Discovery Genie Patented eDiscovery and document production platform engineered for small law firms and small cases (typically under 35,000 pages). Converts emails and electronic documents to PDF while retaining metadata, applies Bates numbering with customizable prefixes, runs the proprietary Predictor privilege-prediction algorithm, generates privilege, production, key-document and irrelevant logs, and produces downloadable indexed archives. Pricing: $1.13 per produced/privileged document and $0.67 per irrelevant document under pay-as-you-go; $300/attorney/month under the Unlimited Discovery plan (12-month commitment); Professional Services at $250/hour.
• Exhibit Genie

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core, major and mid.

• CliocoreTechnology or IntegrationDiscovery Genie offers a native integration with Clio practice management software. Users can navigate to Preferences > Clio to create a new Clio account or link an existing one, authorize Discovery Genie to read/update specific data, create a custom Activity Category for tracking time on Discovery Genie work, and store Discovery Genie output in Clio after review. Access can be revoked at any time via "Disconnect from Clio."
• LexisNexis Legal Tech AcceleratormajorStrategic or Co-development PartnerDiscovery Genie was chosen to participate in the highly competitive LexisNexis Legal Tech Accelerator, providing the company access to legal-tech mentorship, investors, partners and product feedback. The accelerator participation is referenced as one of two national recognitions for the company's innovative legal technology.
• Colorado Bar AssociationmidGTM or Marketing PartnerThe Colorado Bar Association hosted a CLE webinar conducted by founder Dan Culhane and featured Discovery Genie's founders on the inaugural "Spilling the Tea" Facebook Live series; the association also provided a platform for promoting Discovery Genie to the Colorado legal community.
• American Bar Association (ABA) Legal Tech ShowmidGTM or Marketing PartnerDiscovery Genie was selected as a finalist for and presented at the ABA 2020 Legal Tech Show, providing visibility among ABA members and the broader legal tech ecosystem.

Scale indicators7 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Logikcull: Cloud-based eDiscovery platform explicitly built for small and mid-sized law firms and corporate legal teams, with transparent per-document pricing and a self-serve motion that overlaps directly with Discovery Genie's go-to-market and target buyer.
• Nextpoint: Cloud-based eDiscovery and trial preparation software targeted at small and mid-sized law firms, with document processing, review and exhibit management — overlapping Discovery Genie across both eProduction and trial prep (Exhibit Genie).
• DISCO: AI-driven eDiscovery and legal document review platform serving law firms and corporate counsel; competes head-to-head on document review, privilege workflows and analytics, and has been moving downmarket toward smaller firms.
• Reveal: AI-powered eDiscovery platform offering processing, review and production for litigation and investigations; competes with Discovery Genie in the same document-production workflow, particularly for small-to-mid matters.
• Everlaw: Cloud-native eDiscovery and litigation platform used by law firms and government attorneys for document review, production and trial preparation — a direct competitor in the document-review and production workflow that Discovery Genie serves.

Emerging players

• PracticePanther: Cloud legal practice management software for small law firms that competes for the same small-firm IT budget as Clio; relevant adjacent peer because bundled practice management + eDiscovery workflows are a likely competitive battleground.

Broad incumbents

• Casepoint: End-to-end eDiscovery and legal hold platform serving law firms, corporations and government agencies; overlaps with Discovery Genie on document processing, review and production at the small-to-mid market.
• Relativity: Large, established eDiscovery platform (RelativityOne, Relativity Processing) used by Am Law firms and large corporate legal departments; competes with Discovery Genie at the high end of the market and increasingly in mid-market with simplified offerings.
• LexisNexis (Interwoven / Lexis Discovery): Broader legal information services and legal-tech provider that hosted Discovery Genie in its Legal Tech Accelerator; offers competing document-review and eDiscovery capabilities through Lexis+ and adjacent products.

Others

• Clio: Dominant cloud-based legal practice management platform for small and mid-sized law firms; Discovery Genie's native integration partner and a strategic distribution channel that, if Clio launched competing eDiscovery features, would be the most threatening adjacent entrant.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/discoverygenie
• LinkedInlinkedin.com/company/discovery-genie
• Xx.com/discovery_genie

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Discovery Genie