The Fourth Edition

Generative AI for Smart Discovery Professionals

A practical guide to understanding generative AI in discovery: what it can do, where it falls short, and how professionals can use it with sound judgment.

By John Tredennick, J.D. and Dr. William Webber

Download the book (PDF)

Make sense of the shift

AI is changing how legal and investigation teams search, analyze and work with large collections. This fourth edition explains the technology in practical terms and explores the workflows, safeguards and professional questions that come with it.

Written by practitioners with direct experience building and deploying AI for discovery and investigations.

Inside the book

Generative AI and agentic systems
Discovery workflows and real-world use cases
Accuracy, citations and human oversight
Practical risks, safeguards and ethical responsibilities

About the authors

John Tredennick, J.D.

Founder of Merlin Search Technologies and a longtime legal technology entrepreneur focused on discovery and investigations.

Dr. William Webber

Researcher and information retrieval expert whose work focuses on search, relevance and technology-assisted review.

See what AI can do across a matter.

Explore Merlin’s AI discovery platform and how it supports legal and investigation teams.

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