Professional Services

Harnessing deep industry expertise and dedicated teams to deliver tailored solutions for the complex legal challenges

Overview

Reduce costs with our proven experience, tools and processes with litigation, investigations and due diligence matters common to professional services firms

Mitigate risk with our technology and review processes that handle unique data types, sensitive client information, PII and privileged information

Increase productivity with our flexible, secure data infrastructure and coordinated global project management

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30K+

Matters hosted globally

15K

Exports & productions annually

130+

Terabytes of data ingested monthly

5400+

Active review professionals

Specialised experience supporting Professional Services firms

In a rapidly evolving landscape, professional services organisations including consulting firms, accountancies, legal practices and advisory groups face increased regulatory scrutiny and complex legal responsibilities across multiple jurisdictions. Consilio is a trusted partner, offering deep industry expertise and tailored solutions to navigate these challenges with confidence.
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Our team of dedicated experts understand the specific legal and data nuances of the professional services ecosystem, where matters often involve high‑volume confidential data, cross-border engagements, client‑sensitive materials, and evolving requirements from regulators such as the FCA, SFO, ICO, ESMA and other European supervisory bodies.
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With thousands of industry-specific engagements – including forensic collection, discovery consulting and eDisclosure, managed review, analytics & GenAI, and legal transformation projects – we bring a wealth of experience in supporting legal teams across high-stakes litigation, regulatory inquiries, compliance matters, internal investigations, M&A and beyond. Our flexible staffing solutions ensure clients have the right support at every stage.
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Consilio’s specialised knowledge and proven workflows empower clients to anticipate and respond proactively to evolving demands, reducing risks and managing costs effectively.

Case Study

Collection Strategies & Keyword Search Negotiations Result In 25% Less Review Volume

The Issue

A law firm representing a large global financial services firm needed assistance with an Early Case Assessment on a large dispute in arbitration involving a substantial number of documents. Keyword lists suggested by opposing counsel contained unnecessarily inclusive keywords and resulted in a significant number of false-positives.

Approach

After analysis of the data set by the Consilio Analytics consulting team, a revised keyword search and custodian collection strategies were created and tested before being deployed by the client. Our Analytics experts, who are also barred attorneys, also directly assisted in negotiations with opposing counsel regarding the plan and strategy.

Result

Consilio’s work on this matter enabled the client to negotiate changes to keyword terms that resulted in 25% fewer documents that required review, as well as cost savings of nearly $65,000 (£50,000). Consilio’s client commented on the work and advice received, saying, “the conclusions drawn are absolutely perfect and exactly what we needed” and that “for every hour of consultancy time spent, you saved us over 20 hours of review time.

10%

Eliminated approximately 10% of the total document population

40%

Deprioritized 40% of the total corpus as redundance eDocs

"A great PM communicates what needs to be known"

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Commitment to innovation

Consilio delivers the specialised expertise and strategic support that empowers clients to navigate the complexities of the professional services industry.

Right Solutions for the Right Results

Our 100+ software and database engineers innovate to help clients excel beyond the status quo from in-house platforms to enhancements of off-the-shelf solutions.

One Global Practice

Our expert advisors, technology infrastructure, matter expertise and proven workflows offer our clients global reach and local expertise together.

A Consultative Approach

Our experts are guides, not order takers. We ask the right questions at the start to keep your project on track and on budget.