How to Run the Discovery Review

Step 1: Log In

1. Open DiscoveryEZ.
   
2. Enter your email and password.
   
3. Click Login.

Step 2: Upload Your Files

You can add your PDFs in any of these ways:

Option A – Drag and Drop

1. Open the folder on your computer.
   
2. Drag your PDF files.
   
3. Drop them on “Drag and drop files here”.

Option B – Browse from Computer

1. Click “Browse files” to pick files,
   or “Browse directories” to pick a whole folder.
   
2. Select what you want.
   
3. Click Open.
   

Option C – From Google Drive

1. Click “Open Google Drive.”
   
2. Choose your files.
   
3. Click Select.
   

Step 3: Confirm Your Selection

1. Check that all the files you want are listed.
   
2. Click the green ✅ “Confirm Selection” button.
   

Step 4: Run the Discovery Review

1. Click “Perform Discovery Review.”
   
2. DiscoveryEZ will read all your files and create an AI report.
   

You can also use:

• “What are the charges”
  
• “Who are the people involved”
  
• “Create a Quick Summary”
  

Step 5: Watch the Tutorial (Optional)

For a visual walkthrough, you can also watch: https://youtu.be/U57b9AIuS30