Step 1.            Agreement is signed and parties agree to share information.  Client acknowledges the need to assign dedicated staff for program implementation and source adoption.  If deemed helpful, a Berg representative will come on site to train and to assist in the process of testing and adoption of recommended sources.

Step 2.            Client completes Questionnaire providing details of search preferences and vendor specifications needed to make proper recommendations. Client provides their file of jurisdictions, search types, sources, volumes, costs and the Client’s Researcher Agreement, if applicable.

Step 3.            Berg prepares an internal working document (Master Spreadsheet) and the Client’s “Requirements for Research Providers” document based on the Client’s unique specifications.

Step 4.            Berg uploads Master Spreadsheet into the BVP and begins source selection which involves multiple steps including:

• Making the initial selection.
• Verifying selections.
• Running a series of reports to resolve duplicates or missing choices.
• Evaluating the volumes assigned to each source.
• Comparison of source prices.
• Resolving any issues resulting from the selection process.
• Contacting researchers with situations that need to be resolved for client specific requirements. 
• Confirmation of prices, court fees, coverage with each source.
• Sending each prospective field researcher the Client’s “Requirements for Research Providers” and the Client’s “Researcher Agreement” for approval and signature.

Step 5.            Once the Berg review of source choices is complete Berg and Client decide from which jurisdictions Client should pull Hits out of their system for testing of recommended sources.

Step 6.            Berg trains the Client on the BVP on-line system.  Testing of sources begins with chosen test case names.  Client enters activity dates in BVP on-line software.   If required, Berg Representative arrives at the Client's site and is introduced to the Client's personnel assigned to the project.  Berg is then briefed on the Client's system and procedures and assists in the testing and adoption process.

Step 7.            Upon return of test searches, results are reviewed by Client and determination made to adopt the source, resolve any varying results or to choose another source for testing.  Client enters activity dates in BVP on-line software.

Step 8.            Sources are then adopted into Client’s operating system and BVP.

Step 9.            Berg works with Client to prepare for monthly activity/billing reports.