Analytics & AI

Innovative applications & cutting edge analytics

We apply technology to strengthen our economic analysis—producing insights that are technically rigorous, carefully reasoned, and trusted in the most demanding environments. Our professionals draw on significant experience and expertise to leverage the tools of data science to solve complex problems.

Harnessing the power of “Big Data”

By effectively analyzing large and complex data sets, we help clients answer critical questions that cannot be addressed with traditional data or methods. Modern “big data” technologies allow us to improve prediction, estimation, and causal inference, producing results that are both timely and defensible.

Clients benefit from our ability to:

• Efficiently analyze massive data sets, including billions of records, to meet demanding deadlines
• Uncover relationships and insights that smaller or more limited data sources may miss
• Improve the accuracy of forecasting, predictive, and causal analyses that inform strategy and testimony

Artificial intelligence

In collaboration with our clients, we use artificial intelligence (AI) in transparent and controlled ways to help clients extract insights from complex and unstructured data, while maintaining the standards required for expert analysis. AI allows us to work efficiently without sacrificing judgment, reliability, or defensibility.

Clients benefit from our ability to:

• Transform large volumes of documents, transcripts, and text into structured, analyzable data
• Streamline time-intensive analytical tasks such as classification, summarization, and data extraction while maintaining accuracy and auditability
• Identify relationships, anomalies, and trends across complex data that may not be evident through traditional methods
• Produce explainable, AI-supported outputs aligned with the evidentiary standards required in litigation and regulatory environments
• Operate within privacy-conscious, secure, and controlled frameworks that protect sensitive data and comply with applicable legal, regulatory, and industry standards

Computational modeling

By simulating real‑world economic systems, computational modeling helps clients and courts evaluate damages and understand complex economic issues with clarity and confidence. These models allow us to test how outcomes change under different assumptions and scenarios, supporting sound decision‑making.

Clients benefit from our ability to:

• Model complex statistical and economic systems efficiently, even when traditional methods fall short
• Gain nuanced, actionable insights into how economic forces interact across real‑world scenarios
• Evaluate the robustness and statistical power of key estimates, supporting defensible conclusions
• Analyze hundreds of thousands of scenarios in parallel, including insurance allocation and choice‑of‑law matters, helping resolve disputes and reach settlements more quickly

Data extraction & document search

Effective data extraction and document search transform large, disorganized, and complex information sources into reliable inputs for analysis. By carefully collecting, structuring, and validating data from a wide range of sources, our clients and the courts gain timely access to high‑quality information suitable for litigation, government investigations, and consulting matters.

Clients benefit from our ability to:

• Extract data from hundreds to millions of documents—including Word files, PDFs, and images—enabling faster, more cost‑effective analysis
• Collect data directly from online sources via APIs, creating robust, analysis‑ready databases
• Rapidly search across entire document sets, using keywords, phrases, or advanced search techniques to identify relevant materials within seconds, regardless of file type or document volume

Data visualization

As litigation increasingly involves large data sets and complex models, effective data visualization helps transform technical analyses into clear, persuasive insights. We use thoughtful visual tools to distill complex information into intuitive charts, demonstratives, and interactive displays that support understanding by clients, courts, and other stakeholders.

Clients benefit from our ability to:

• Present relevant facts in displays with clear narratives
• Highlight key relationships and patterns embedded in the data
• Simplify complex analyses through effective demonstratives
• Interactively explore trends and results, including regression and other statistical analyses

Sampling

When analyzing an entire population is impractical or cost‑prohibitive, statistical sampling provides a scientifically reliable alternative to big data analytics. Sampling allows our clients and the courts to draw valid conclusions from a randomly selected, representative subset—particularly when key information resides in hard‑copy records or other difficult‑to‑access sources.

Our clients benefit from:

• Cost‑effective, efficient analysis when full population review is not feasible
• Statistically sound sampling designs and data collection protocols that support reliable, defensible conclusions
• Flexible application across consulting, investigations, arbitration, and litigation, tailored to the needs of each matter

Advancing analytics through responsible innovation

Bates White’s Innovation Lab serves as a dedicated engine for advancing analytical capabilities by evaluating, developing, and applying emerging technologies. Through the Lab, our data engineers, consultants, and economists evaluate, develop, and apply tools and methods that can strengthen our work in complex economic, litigation, regulatory, and consulting matters. Through structured experimentation, prototyping, and validation, we ensure new approaches are rigorously tested before they are incorporated into client-facing work.

The Innovation Lab operates in close collaboration with our economists, data scientists, and client service teams, enabling rapid translation of new ideas into scalable, production-ready workflows.

Through the Innovation Lab, we:

Confidential, reliable, and defensible

Bates White applies AI and advanced analytics within a framework designed to protect confidentiality, maintain data integrity, and ensure defensible results.

Privacy-first use of data

We can use AI to support defined analytical tasks, such as summarization, classification, and data extraction, while adhering to strict data-minimization principles. Information is used only for authorized purposes within the scope of each engagement.

Secure & controlled environments

Bates White AI capabilities can be deployed within secure, access-controlled environments that align with firmwide information security standards. Access is restricted to authorized personnel, and safeguards are in place to prevent unauthorized use or disclosure of sensitive information.

Governance & oversight

Our use of AI requires professional judgment and human oversight at every stage. AI-assisted outputs are required to be reviewed and validated by our professionals before being relied upon in client work, ensuring accuracy, reliability, and consistency with evidentiary and professional standards. An internal AI committee monitors the firm’s use of AI.

Compliance & risk management

We align our data protection and security practices with industry standards for risk management, privacy, and security. Periodic reviews, continuous monitoring, and firmwide controls address cybersecurity, privacy, and operational risks.

Transparency & accountability

Transparency and defensibility are central to our analytical work. We design AI-supported workflows so that inputs, processes, and outputs can be understood, explained, and scrutinized by non-technical stakeholders. AI enhances efficiency and consistency, but it does not replace expert judgment or accountability.

Frequently asked questions

How does Bates White use cloud computing, big data, and AI to enhance its analysis and client service?

We routinely combine cloud computing, big data analytics, and AI to deliver economic analysis that is faster, more comprehensive, and more rigorous than traditional methods alone can offer.

Cloud-based infrastructure enables us to efficiently process and analyze data sets containing millions and billions of records, supporting demanding litigation and consulting timelines. Big data techniques help us uncover relationships and patterns that smaller samples or conventional approaches may miss, while AI can allow us to transform unstructured information documents, transcripts, and text into structured, analyzable data.

Together, these technologies enable us to streamline complex analytical workflows such as classification, summarization, and data extraction, while preserving the accuracy, defensibility, and expert judgment that our clients and the courts rely on.

How does Bates White protect sensitive or confidential client data?

Protecting client data is foundational to our work. We use only firm-approved, enterprise versions of AI and analytical tools deployed within secure, access-controlled environments that meet our firmwide information security standards.

How does Bates White ensure its analytical methods—including AI—are reliable, transparent, and explainable?

Transparency and defensibility are central to everything we do.

While AI and advanced analytics are powerful tools that can support our efforts, they do not replace the critical judgment of our experts.

AI-generated outputs are carefully reviewed and validated by our professionals before the information they may assist in providing is used in client work. Results are verified against reliable original sources and undergo rigorous quality checks at every stage.

We design our AI-supported processes so that all inputs, processes, and outputs can be clearly understood, explained, and reviewed. This strong process ensures our analyses consistently meet the strict evidentiary standards required in litigation and regulatory matters.

How does Bates White's use of AI improve efficiency and strengthen its work product for clients?

By automating time-intensive tasks such as document search, data extraction, and classification, AI can free our economists and data scientists to focus their valuable time and expertise on higher-level analytical judgment, strategic thinking, and complex problem-solving.

AI can also allow us to efficiently process volumes of unstructured information, identify patterns and anomalies across complex data sets, and accelerate the development of robust, analysis-ready inputs.