Resources & Reference Library

TAR & AI eDiscovery Resource Library

A curated, practitioner-focused library for learning Technology-Assisted Review, continuous active learning, validation, AI-assisted review, case law, and defensible eDiscovery workflows. Start with the Read Me TAR primer, then use the overview resources, checklists, glossary, and case references to plan a real review protocol.

All Resource Categories

Select a category below to explore curated guides, documentation, case law, and learning materials.

Read Me First: TAR Primer

A high-level primer for understanding what Technology-Assisted Review is, how the workflow moves from goals to validation, and how prediction scores and metrics should be interpreted before relying on TAR in a real matter.

6 resources

Start Here: Additional Overview Resources

Use these after the primer when you want the primary overview materials behind the TAR workflow, including EDRM, FJC, and Grossman/Cormack resources.

4 resources

Authoritative Guides & Standards

Neutral or semi-neutral references users can rely on when learning TAR or building defensible workflows.

4 resources

AI in eDiscovery: Practical Governance Resources

Resources for teams using generative AI, analytics, classifiers, or AI-assisted review features in litigation workflows.

4 resources

Court Guidance & Case Law

Key decisions and legal themes users should understand before proposing or challenging TAR.

2 resources

TAR Workflow Summary

A practical workflow map for users who need to understand what happens from collection through validation.

2 resources

Validation, Metrics & Sampling

Core measurements and quality-control concepts users need to understand before relying on TAR outputs.

2 resources

Practical Checklists & Protocol Prompts

Questions users can take into a Rule 26(f) conference, vendor selection meeting, or internal review planning session.

2 resources

Vendor Education & Tool Documentation

Useful vendor resources when they explain concepts clearly. Prefer documentation and education over product-only marketing.

2 resources

Glossary of Key Terms

Plain-English terms for TAR, validation, AI-assisted review, and defensibility discussions.

1 resource

FAQ: Common TAR & AI Questions

Short answers to questions users often ask before using TAR or AI-assisted review.

1 resource

Quick Start Learning Path

A practical sequence for different user levels.

1 resource

Planning artifact

Need a matter kickoff agenda?

The matter planning checklist turns the resource library into concrete scoping, sampling, validation, and communication questions for active review teams.

Open Checklist