LighthouseIQ: Delivering Impact Now. Defining Legal’s Future.

Real-World Perspectives on Turning Data into Reliable, Actionable Insight

Earlier in 2026, we introduced LighthouseIQ, our intelligence platform built to bring clarity and strategic insights earlier into the discovery lifecycle.

Now, legal teams are putting early intelligence into practice—using it to inform case direction, evaluate exposure, and make critical decisions before traditional review begins.

Watch our live webcast recording where clients and product leaders share real-world examples of how upstream intelligence is helping teams:

• Pressure test strategy at the outset of a matter
• Confidently assess risk and exposure with accurate insights
• Make faster, more confident decisions under tight timelines

You’ll hear directly from legal teams using LighthouseIQ today and gain perspective on how this intelligence-first model is reshaping modern discovery.

We’ll also demonstrate how you can apply early intelligence to your own data through our IQ Answers risk-free trial.

Transcript:

In every matter, there's a moment that changes everything. The moment information turns into understanding the moment, every decision becomes clearer, faster. The moment you can act with confidence, get to that moment quicker with LighthouseIQ, where intelligence meets performance. Hello and welcome. I'm Stacy Ybarra, chief Marketing Officer at Lighthouse. Earlier this year we introduced LighthouseIQ, our eDiscovery platform, designed to bring earlier insight and greater control to the discovery lifecycle. Today you'll hear directly from clients putting that approach into practice.

You'll also see how it helps legal teams stay flexible, whether they're managing complex matters today, or planning for how review platforms will evolve to ground in how LighthouseIQ was built to support that flexibility. I'll turn it over to Iram Aras, our head of product and engineering, Iram.

Thanks, Stacy. I'm Iram Arras, Senior Vice President of Product and Engineering at Lighthouse. My role is to make sure what we build actually works in the real world, not just in a controlled demo, but on live matters at scale, when timelines are tight and consequences are real. Before joining Lighthouse, I spent time at Microsoft where the teams I work with built Purview eDiscovery, which is used by many of the largest organizations in the world. That experience shaped how I think about this space.

Legal technology has to be scalable, dependable, and defensible, and designed for pressure. Otherwise it doesn't matter how impressive it sounds. Since LighthouseIQ launched, a lot of questions I've been hearing are less about what it is and more about how it's different and why it was built the way it was. Lighthouse has been working with large language models and applied AI well before this technology became a headline that gave us time to focus on the work behind the scenes tuning models to handle real world scale, diving in precision through continuous refinement and building the safeguards that make them trustworthy In practice, the result is a platform teams can rely on day in and day out. From a product perspective, flighthouse IQ is a purpose-built eDiscovery intelligence platform with two core parts IQ applications that address specific high value workflows and IQ fabric, which is the foundation that weaves everything together. The goal is straightforward, help legal teams understand their data faster, make better decisions and control costs without compromising quality or defensibility. Today LighthouseIQ includes four core production green applications designed for scale, accuracy and consistency.

Each built specifically for really discovery workflows and already in use on complex matters. They are IQ Answers which allows teams to ask direct questions of their data and get immediate reliable answers. IQ Case Strategy helps translate insight into action. IQ Review delivers high quality relevance and classification across large data sets with speed and repeatability. IQ Priv provides precise privilege identification and logging, giving teams confidence in their outcomes. Underneath all of this is IQ Fabric, which brings together three core capabilities, processing that standardized data at massive scale while preserving fidelity cognition that helps interpret content and surface meaningful insights and orchestration that connects workflows, tools and teams. So work moves forward smoothly.

Together these capabilities turn raw data into real action at scale and speed, modern eDiscovery demands. That's the thinking behind LighthouseIQ and how we're seeing it used today. To illustrate how this works practice, Stacy sat down with Bryan Marra from Arnold & Porter to talk about how they use LighthouseIQ.

Hi Bryan. Hey Stacy. Good To see you. Why don't we start out by just sharing a little bit about your role at Arnold & Porter and the types of matters that you handle?

So my practice focuses on merger investigations and second requests, antitrust conduct investigations from the government and also merger litigation and other antitrust litigation. My specialty is really driving the eDiscovery process, helping clients use technology to drive more efficient outcomes for them and eDiscovery in complying with these government requests. Why don't you share a little bit about your use of LighthouseIQ, how it's helped you with your clients? Sure. so I used IQ Case Strategy. It was an antitrust litigation and we were facing trial in federal and state court in a matter of months. it was a very aggressive deposition schedule.

We had over 30 depositions coming up in a matter of weeks and we had a production population of over 23 million documents to look through. So how are we gonna tackle that? We could have done this the old fashioned way, hired an army of contract attorneys or used firm attorneys to basically sift through millions of documents, maybe used search terms to winnow it down, but then look at the results. It would've taken a long time, but instead we used IQ Case Strategy. So we worked with a small team of experts, linguists technologists, and we trained them on basically what they were looking for in terms of documents, what the case themes were about the witnesses, and they started delivering documents to us in a week. They kept up a weekly schedule basically to keep up with the depositions. They ultimately did depo prep kits for over 30 depositions and it worked well.

I mean, out of 23 million documents, they surfaced thousands of the key documents and they surfaced them early enough for us to get insights and use them for prep in advance before the depositions. You mentioned using linguists and our Lighthouse team. How did pairing Lighthouse expertise with our LighthouseIQ technology help have a better outcome for you? The team we worked with, they basically developed classifiers and linguistic models, using your technology to essentially identify key documents and it ended up being a really a seamless process. I mean, we thought the documents they came up with were relevant and were key documents and we thought it was an excellent use case. Maybe share a little bit what was the biggest impact of using LighthouseIQ? I mean, it was definitely the cost and time saving that was involved.

I mean, we basically avoided having to do a massive document review effort, which would've cost the client a lot of money. And so by using this technology, we were able to short circuit having to do that and do things in a more efficient and focused way to get actionable intelligence that we could use, right away with our depositions and for the litigation strategy. So now that we've rolled out other applications, I know you've used some of them, but what are your overall thoughts of like using LighthouseIQ more broadly in the future? Yeah, I definitely see use cases to use more of LighthouseIQ technology. I mean, how I use AI is really to make eDiscovery more efficient for my clients to save money, to do things in a more focused way, and I can see use cases for IQ Answers. I'm, I'm looking forward to using that application for early case assessment to help clients find out what's in their documents at an early point to help focus the case strategy ahead of time. Maybe Share a little bit more about how early insights really helps you and your teams.

Definitely. So in merger investigations, finding out what's in your documents at an early point can be crucial. Oftentimes you produce like a million documents to the government and you don't really know what's in them ahead of time, but if you can know what's in your documents at an early point, it can really help you drive case strategy ahead of time. I know you've used it on some large matters, but think about how, how would you use it on small matters or how you're thinking about the use of AI in the future. So I think size isn't really the main factor. I mean, clients are always looking to save money and they're always looking to find out more intelligence about their documents at an early point. And I think even in smaller matters, smaller investigations, this could be a way to see what's in your documents at an early point to drive case strategy.

I look forward to using IQ Answers to do that. What I've seen of it, it looks great and, and I think will help me in my practice for my clients. That's great. Why don't you share a little bit about how you, you think about the use of AI in your practice? Really, AI helps you move from broad-based review solutions towards more focused actionable intelligence and that's what we're trying to do in my practice to help clients use technology to find out more about their documents ahead of time to get through, what would've been a massive costly undertaking much faster and more efficiently by using ai. And that's how I see my role is being someone that uses this technology to drive these outcomes for my clients. Thank You so much for your time, Brian.

Really a pleasure to have this conversation with You. It was great speaking with you.

Wow, that was a great conversation. What Bryan described is a model where intelligence comes first, giving your team flexibility before committing to full review. Iram, help us understand how LighthouseIQ was designed to support that approach.

As platforms continue to evolve, Customers are rightly asking two related questions. What happens with the retirement of Relativity Server in 2028 and how will they reduce risk when changing something as central as a review platform?

Our answer is straightforward. We reduce this risk by moving intelligence earlier in the lifecycle. So the choice of review platform matters far less than it does today. LighthouseIQ is designed to manage this transition seamlessly. It does not force workflow changes and it does not require customers to retool how they operate matters continue to move through LighthouseIQ without a dependency on Relativity Server because the platform is not tied to any single review tool or even to the assumption that documents must be reviewed in a traditional system at all. That flexibility is deliberate. Customers can choose how and where they review documents if they choose to review them.

LighthouseIQ sits above those decisions, providing consistent intelligence regardless of the tools underneath. And to be clear, we remain fully committed to Relativity and will continue to offer Relativity One as a review option when it's the right fit for a matter. What fundamentally changes is where value is created. That shift is what gives customers more control, more optionality, and far less risk. As the ecosystem evolves with that context, it's more meaningful to hear how this plays out in practice. So next you'll hear directly from Eric Wieder at Baker Botts about how LighthouseIQ is helping their teams navigate these changes and deliver better outcomes on real matters.

Hi Eric. Hi. Thank you so much for joining us today. I'd love to just hear a little bit about your role at Baker Botts and the type of matters that you oversee. Absolutely. So I am Senior eDiscovery Council at Baker Botts. I've been working in the eDiscovery industry for over 20 years and my role is across the spectrum of the EDRM from collection through production with a focus on review and I've managed many large second requests, multi-district litigation, both civil and criminal cases. I wanted to start out talking about Relativity in the announcement of server going away in January, 2028.

And curious, how does that operationally affect your team and how you think about eDiscovery? So in terms to the transition from server to RL one, we're not looking to replace Relativity. We're looking for an AI platform that will extract intelligent data from our clients and seamlessly integrate into Relativity for the benefit of our matter teams. This is what LighthouseIQ does. So tell me a little bit more, expand on that, on like how LighthouseIQ will help you with that transition. LighthouseIQ gives us more control over when and how we're going to review the data. It used to be you collect the data and you review it linearly.

LighthouseIQ gives us the chance to break it up into parts and review in a prioritized way to the benefit of the case. You've used IQ RIV for some of your cases. Can you share a little about that experience and how it's helped you? Yeah, so we have used the gen AI component of IQ Priv to assist us with our privilege log. As the burden of preparing a privilege log is costly, inexpensive for our clients. We've been able to use the Gen AI tool to more efficiently review documents and then perform a heavy QC so that we could submit a log that is less likely to be contested by the regulators. I understand you've used IQ Answers for some of your matters.

Can you just elaborate a little bit more on how you've used it and how it's helped support your team? We have used IQ Answers on two different matters. One a second, request a second one, a criminal litigation. In both instances, IQ Answers was very helpful in getting to the question of particular issues quicker than you would normally do. Just searching a Relativity database using an iterative process, we were able to get to the answer for the matter team in a short amount of time. Eric, it's been great spending time with you today. Thank you so much for sharing your experiences with us.

Really appreciate you and appreciate the partnership with Lighthouse and Bigger Box. My pleasure, thank you. Wow. Another insightful conversation. What Eric just described reinforces that this isn't about swapping platforms, it's about moving intelligence earlier. So your teams are much less dependent on the review tools or norms At any one point in time I ran, as you look ahead to 2028 and beyond, bring this all together for us. What does this shift really mean for legal teams as we look ahead to the future?

Thanks, Stacy. What it comes down to is when legal teams get clarity, what you heard from Eric around IQ Answers is about getting meaningful insight earlier. While there's still time to shape strategy and make better decisions, when teams understand their data sooner, they can narrow scope, focus on what actually matters, and move forward with a far more confidence that early clarity changes everything that follows. Decisions are more deliberate, costs are easier to control, and teams spend their time acting on insight instead of searching for it. That's the value of early intelligence and that's the direction we're building toward with LighthouseIQ.

Hi Karl. Hi Stacy. How are you doing today? Good, It's good to see you. Good to see you too. Thanks for spending a little time with us today. Why don't you start out by telling us a little bit more about your role at Kirkland & Ellis, the types of matters that you handle?

Yeah, I'm a partner at Kirkland. My practice is really involves the intersection of traditional discovery, preparing documents for production, meeting discovery obligations and the like and preparing case strategy, digging into the facts, understanding what those documents all show largely in the mass court context.

So large, very, high value litigation where facts and understanding the facts is really important. Well, so you just talked a little bit about case strategy, so I'd love to hear more about how you've used IQ Case Strategy, A litigation. It's really important that we understand what's in the materials, especially early on in the case. Yeah, it's important to develop case strategy that's based on the actual evidence, based on the actual facts. And then we've for a long time been partnering with the Lighthouse team and members of the Lighthouse team to help us weed through cu through the, vast amount of material that often gets collected and produced in a case to really focus on what matters. It's important to be able to cull through those and really, develop case themes, understand how particular issues are addressed in the documents, and then really leverage that information to be able to build out, case themes, case arguments, develop our strategy for the case. And I think you've used case strategy for Depo prep in the past.

Yeah, and we've actually in a number of our cases have really been able to leverage, the, the deposition preparation to have our team focus on the substance of the case, not spending time weaving through, a hundred thousand documents produced for custodian, but focusing on the 100, 200, 300 that really matter the most for that person. It allows our team to focus on the substance as opposed to, trying to figure out where in the vast, universe of documents out there, that information is. That's great. So maybe touch a little bit on how AI is changing how you handle your client work at Kirkland. Yeah, it's a really exciting time, I think for the entire field. I literally started in, in 2010 working on deposition prep where like I had partners who printed off tens of thousands of documents on hard paper and we would sift through them, flipping through them and putting sticky notes on them. Since then, we've come a long way.

The technology we have, especially with the evolving AI technologies, allows us to do more, more work and more effectively, right by, early on a case understanding what the materials are, what the issues are, what the evidence shows, right, what the document shows, we're able to build out better case strategies that help our clients, achieve their goals in litigation. So Now that we've rolled out the full suite of applications under LighthouseIQ, I'm curious, beyond IQ Case Strategy, do you see yourself using some of the other tools that we've rolled out? We really do. We've really appreciated the Lighthouse case strategy system and method for, allowing us to do our work most efficiently and effectively for our clients. That said, I think, with the advent of all the AI technologies and the implementation of those into the Lighthouse suite of tools that we've been talking about, we're really, really excited to leverage those materials and do more with them. In particular, the IQ Answers. We're really excited to, to try out on our next case to really help our teams and allow our teams to leverage the information that we're able to glean most quickly from, again, a a large set of documents.

That's Great. Karl, thank you so much for spending time with us today. We really appreciate your partnership. Absolutely. Thank you Stacy.

As we shared in January, we made IQ Answers available as a risk-free trial IQ Answers is built on a simple promise, ask anything, get accurate answers. It allows teams to extract insight immediately before committing to a full review.

In just the past few weeks, dozens of customers have already applied it to millions of their own documents. To show you how that works in practice, I'd like to bring in Cassie Blum, our senior director of AI and analytics. She'll walk through a brief demonstration. Imagine you are an attorney general suing a pharmaceutical company that manufactures a synthetic opioid spray and you're alleging racketeering. You've received 1. 5 million documents in production and your team has three weeks before the next case management conference. Traditional review would've meant that you would spend months and likely millions of dollars to interrogate your data.

Let's see what IQ Answers can do in the next several minutes. First off, I'm gonna just ask general questions within my dataset, to get a sense of what was going on with this product and who it was prescribed for and what was happening with those prescriptions. So I'm typing a question about that generally to see what that returns for me. You'll notice here at the end of the query that you get an overall answer, but you also get topics surfaced for you along with citations that match each of these topics that highlight the particularly important parts of the document that can help lead you to these, the conclusions that are surfaced for you with IQ Answers. So here we see that this was, a spray that was approved for breakthrough cancer pain and that that was the FDA intent of the approval. But what I'm also seeing in these topics that is being surfaced for me is that a lot of off-label prescription for non-cancer pain is apparently going on with this product. And I can tell that from these particular documents that I've clicked on here along with the citations where I'm seeing a hundred plus prescriptions a month that are off-label.

Well that's interesting. Now I'm also seeing that the sales force has been explicitly instructed to prioritize high volume opioid prescription writers regardless of their specialty and regardless of what's happening with that prescription. And I can click into the documents and see that the volume is what is driving here. And then I also can look and see that there's been awareness internally that the approved indication from the FDA is not actually matching the patient population. So that's very interesting. It seems like we definitely have some use here that it was not intended and I could figure that out in about 30 seconds. In IQ Answers I have the foundation.

So if the drug is approved for cancer pain but the company is deliberately targeting non-cancer patients, that's definitely a gap from the FDA approval. And so let's understand how they're going about making this happen. How are they getting doctors to keep writing these prescriptions? I'm gonna go ahead and ask an additional question of IQ Answers to figure out what they're doing to get this volume of prescriptions written. And in particular, I noticed that there was something about speaker engagements that they were doing with doctors. So I'm gonna ask about those speaker engagements and you'll see here that basically the speaker engagement program was a way for them to pay doctors for prescriptions. I can see that they were tracking the ROI of those speaker payments as compared to the amount of prescriptions a doctor was writing.

And I can also see from the documents and the citations that if they did not feel that a doctor was writing enough prescriptions, they were no longer part of these speaking events and, and thus paid through these speaking events. I also see these speaking events are not really genuine educational activity and it looks like the company was aware of this and was terminating doctors when they were not writing enough prescriptions to satisfy the amount of money that they were giving the doctors. So this all does not look very great for them in terms of how these programs were essentially bribery of these doctors. So if they're bribing the doctors, that still is an answer for me. What's happening with the insurance companies? The product costs thousands of dollars a month and insurance companies wouldn't just approve that without any questions. So Vantage clearly needed a way to get these insurers to pay.

Let me ask about that. I'm gonna type in a question about their programs to deal with the insurance companies and the way in which they instructed their employees. All right, so now I see in my answer that they had created what was called a vantage reimbursement center. That was essentially their way of tracking the approvals from the insurance companies. And it looks like from the topics that's being surfaced here, that they were also using it as a vehicle to instruct their staff on how to deceive the insurance companies. In particular here you can see in this document where they talk about using particular types of language lingo or diagnoses to get the insurance companies to approve the use of these drugs for the written prescriptions. But it also looks like they know that these are false statements that are being made when they are talking with the insurance companies.

You can see here they're tracking and they want a 100% authorization success rate. So they're essentially giving all of their employees the way to beat the system and to cheat the insurance company and to get them to approve something under false pretenses. So I now have two parallel fraud streams that are emerging here. One to bribe doctors to write prescriptions, one to deceive insurance companies to pay for RICO case. I also need to know that this was coming directly from management and from the top. So let's see if I can find that out in the dataset and ask a question about that to help me win my conviction. Alright, so now I'm gonna ask in particular, what evidence do we have that the CEO knew about this speaker program and this insurance program?

Now that I'm asking this of the documents, what I can see here that is surfacing is that in fact the CEO did have direct knowledge and there's multiple documents that substantiate this. And in particular you can see this one here where he personally directs a speaker fee increase that is tied to prescription volume. In this document, you would have him talking about different tiers of speaker programs and that someone is no longer going to be invited to be a part of these speaker programs if they are not writing a certain amount of prescriptions. There's one here that surfaces a document where a hundred percent of the authorization success rate is something that he is directing and he's also calling for in the data. You also see here that I have additional follow-up questions that I can be asked that are being surfaced by IQ Answers that will help me investigate and interrogate each one of these particular questions and the information I found up in these questions. But overall, it looks like I, in a matter of minutes, have been able to find key documents and important fact timelines that help me substantiate my case and know that I have a good chance of success moving forward and make me feel set up really well for my next case management conference. Stacy, I'm gonna send it back over to you.

Thank you, Cassie. Given the strong response we've seen, we are extending the IQ Answers risk-free trial. If you'd like to get started, visit IQ Answers. com and explore how it can help your team surface insight earlier, narrow scope faster, and make more confident decisions. And if you'll be at Legal Week, we'd welcome the opportunity to connect in person and talk through how LighthouseIQ can support your matters and your priorities. And if not, we're also happy to set up time to meet with you at your convenience. Thank you again for spending time with us today, and we look forward to continuing the conversation.