Insights Articles

Before Signing an eDiscovery Contract, Clarify What Can Change Later

Written by Tracey Oldenburg | Oct 27, 2026, 7:32:36 PM

 

Many legal teams focus on pricing when reviewing an eDiscovery contract. But the bigger question isn't what the matter will cost today. It's what could change tomorrow.

An eDiscovery matter rarely unfolds exactly as expected.

A case that begins with a handful of custodians can grow to include dozens. Data volumes can increase. New communication platforms can enter scope. Additional reviewers may need access. Production requirements can evolve. Timelines can shift.

None of those developments are unusual.

The challenge is that every change has the potential to affect cost, workflow, timelines, or technology requirements.

That's why one of the most important parts of reviewing an eDiscovery contract is understanding which assumptions are fixed and which variables may change over the life of the matter.

Before signing an eDiscovery agreement, make sure you understand what happens when the matter becomes larger, more complex, or simply different than originally planned.

 

Why Scope Changes Are Inevitable in eDiscovery

Discovery matters operate in an environment of uncertainty.

At the start of a matter, legal teams may have only a preliminary understanding of the relevant custodians, data sources, review volumes, and production requirements.

As investigations progress and facts emerge, that picture often changes.

A matter that begins with email and network-file collections may later expand to include:

  • Microsoft Teams messages
  • Slack data
  • Mobile devices
  • Cloud repositories 
  • Additional custodians
  • New date ranges
  • Supplemental productions

 

None of these developments necessarily indicate poor planning.

They're often a normal part of the discovery process.

The question is not whether change will happen.

The question is whether your eDiscovery vendor contract clearly explains how those changes will be managed when they occur.

 

Understand Which Pricing Assumptions Drive Cost

One of the most common mistakes legal teams make is focusing solely on a quoted processing or hosting rate.

A rate only tells part of the story.

The total cost of an eDiscovery project is often influenced by factors such as:

  • Data volume
  • User access requirements
  • Support levels
  • Review workflows
  • Analytics tools
  • Production requirements
  • Project management needs
  • Data transfers and exports

 

The more clearly you understand these variables before signing, the easier it becomes to forecast costs later.

For example, a matter estimated at 100 GB may look very different from one that ultimately grows to 500 GB or 1 TB.

Similarly, a matter supporting one or two users may have different requirements than a matter involving multiple attorneys, reviewers, experts, and stakeholders.

When reviewing an eDiscovery agreement, ask which assumptions are built into the proposed pricing model and what happens if those assumptions change.

 

Ask How Additional Data Will Be Handled

Data growth is one of the most common reasons costs change during an engagement.

Before signing, ask questions such as:

  • What happens if our data volume exceeds initial estimates?
  • Are there volume thresholds that change pricing?
  • Are there minimum commitments?
  • How is hosted data measured?
  • How are additional collections priced?
  • Are archived matters treated differently than active matters?

 

Many legal teams focus on the cost of getting data into the platform. Fewer focus on what happens after that data remains hosted for months or years.

Productions can also affect hosting volumes. Depending on the workflow and how produced data is handled, the volume of data retained in the platform may increase, making it important to understand how production-related data affects ongoing hosting charges.

Understanding those terms upfront can help prevent billing surprises later.

 

Understand What Happens When a Matter Closes

Archiving is another cost that legal teams may overlook when planning an eDiscovery budget. While initial discussions often focus on collection, processing, and hosting, it's also important to understand the costs associated with closing out a matter.

When a case settles or concludes, legal teams may need to preserve data for future reference, move it to an archive, or export it from the platform. Depending on the agreement and the vendor's pricing model, these steps may involve additional fees.

Before signing, ask:

  • What are the costs associated with archiving a matter?
  • Are there separate fees for data exports or transfers?
  • Does hosting continue to incur charges while a matter is inactive?
  • How are archived matters billed, and can data be retrieved if needed later?

 

Understanding these costs upfront can help your team plan for the full lifecycle of a matter, not just its active discovery phase.

 

Clarify User and Access Requirements

Access needs often evolve throughout a matter.

A workspace that initially supports one litigation team may eventually require access for:

  • Internal legal teams
  • Outside counsel
  • Subject-matter experts
  • Corporate stakeholders
  • Review teams
  • Consultants

 

Because many eDiscovery pricing models include user-related components, it's important to understand how additional users affect costs.

Ask:

  • Are user licenses included?
  • Is there a maximum number of users?
  • Are review users priced differently?
  • Can temporary users be added?
  • How are inactive users handled?

 

User requirements may seem minor during procurement discussions, but they can become significant as matters grow. 

 

Review Support and Service-Level Expectations

Support requirements are another area where assumptions often change.

Some matters require minimal involvement after processing and hosting.

Others involve ongoing productions, urgent deadlines, multiple stakeholders, and frequent project-management support.

Before signing an eDiscovery vendor contract, determine:

  • What level of support is included?
  • Who serves as the primary point of contact?
  • When is assistance available?
  • How are urgent issues escalated?
  • Are project-management services included?
  • Are additional support resources subject to separate fees?

 

A clear understanding of support expectations can help align pricing with the reality of how your team actually works. 

 

 

Understand How Technology Requirements Might Evolve

Technology continues to reshape eDiscovery workflows.

Many legal teams now use analytics, technology-assisted review, Continuous Active Learning (CAL), and AI-enabled workflows to improve efficiency and reduce manual effort.

Before signing an eDiscovery agreement, understand how technology changes are handled.

Ask:

  • Can new technologies be introduced during an active matter?
  • Are AI-enabled tools included?
  • Are these tools optional?
  • How are technology services priced?
  • Will additional costs require approval?

 

Technology can create meaningful efficiencies, but legal teams should understand how those capabilities fit within the broader commercial agreement. 

 

Pay Attention to Change-Order Language

Perhaps the single most important section of an eDiscovery contract is the language governing change.

Because change is inevitable.

A strong agreement provides a clear process for:

  • Adding custodians
  • Expanding data ranges
  • Increasing data volumes
  • Adding new data sources
  • Requesting expedited services
  • Introducing additional users
  • Modifying project scope

 

The goal isn't to prevent change.

It's to create predictability when change occurs.

Legal teams should understand who approves additional work, how pricing is determined, and what visibility they'll receive before new charges are incurred.

 

Cost Predictability Matters More Than Cost Reduction

When evaluating an eDiscovery vendor contract, many organizations focus on lowering costs.

A better objective is often improving predictability.

After all, most legal departments can manage a reasonable expense.

What becomes difficult is managing unexpected expense.

The most successful discovery programs are typically built around:

  • Transparent pricing
  • Clear assumptions
  • Defined workflows
  • Scalable technology
  • Repeatable processes
  • Visibility into costs

 

In other words, predictability.

Knowing what drives spend often creates more value than simply securing the lowest quoted rate.

 

A Practical Way to Understand Potential Cost Variables

Before signing an eDiscovery contract, it can be helpful to model different project scenarios.

What happens if data volume increases?

What happens if additional users need access?

What happens if your support requirements change?

Understanding those variables early can help inform contract discussions and budget planning.

Array's eDiscovery Cost Calculator provides a quick way to explore how changes in data volume, user requirements, and support levels may affect projected costs.

Rather than focusing solely on a single quoted number, you can better understand some of the factors that commonly influence spend throughout the life of a matter.

 

Before You Sign, Make Sure the Future Is Part of the Conversation

An eDiscovery contract should do more than establish today's pricing.

It should help your team understand what happens when the matter changes.

Because it probably will.

Data volumes grow. New custodians appear. Deadlines shift. Additional users need access. Technology evolves.

The best eDiscovery agreements acknowledge that reality from the start.

Before signing, take the time to clarify the assumptions that drive pricing, identify the areas most likely to change, and understand how those changes will be managed.

A contract that supports predictable growth is often far more valuable than one that simply offers the lowest initial rate.