Mission Statement, Vision, & Core Values of CS Disco, Inc. (LAW)

CS Disco, Inc. (LAW) is definitely at a pivotal moment, with its mission and values directly mapping to its recent financial performance-a performance where its AI-powered strategy is clearly paying off, but not without cost.

For the third quarter of 2025, the company reported total revenue of $40.9 million, marking a strong 13% year-over-year increase, driven by a 17% surge in software revenue to $35.2 million, but still facing a GAAP net loss of $13.7 million. How does a core value like 'Think forward' translate into a tripling of customers leveraging the Cecilia AI Platform, and what does this aggressive investment mean for their full-year revenue guidance of $154.4 million to $156.4 million? You have to ask yourself: are their foundational principles strong enough to bridge the gap between impressive top-line growth and persistent losses?

CS Disco, Inc. (LAW) Overview

You're looking for a clear, data-driven view of CS Disco, Inc. (LAW), a company that's defintely shaking up the legal tech industry. The direct takeaway is this: the company is a recognized leader in AI-powered eDiscovery, and its focus on high-value software and large matters is paying off, with the full-year 2025 revenue guidance pointing to a solid performance.

CS Disco, Inc. was founded in 2012 in Houston, Texas, with a mission to simplify the complex and error-prone process of electronic discovery (eDiscovery) for the legal profession. It offers a cloud-native, artificial intelligence (AI) powered platform that handles legal hold, document review, and case management for law firms, corporations, and government agencies. The company went public on the New York Stock Exchange (NYSE) in 2021 under the ticker LAW. For a deeper dive into the company's foundational principles, you can check out CS Disco, Inc. (LAW): History, Ownership, Mission, How It Works & Makes Money.

The core of their offering is the software-as-a-service (SaaS) platform, which uses AI to allow legal teams to quickly process and analyze massive amounts of data. This focus on technology over traditional human-intensive services is their competitive edge. For the full fiscal year 2025, the company anticipates total revenue will land between $154.4 million and $156.4 million, with the bulk of that coming from software.

Here's the quick math on their core business:

• Full-Year 2025 Total Revenue Guidance: $154.4M-$156.4M
• Full-Year 2025 Software Revenue Guidance: $132.6M-$133.6M
• Adjusted EBITDA Loss Guidance: $(11.5)M-$(9.5)M

Q3 2025 Financial Performance: AI Drives Software Revenue

Looking at the latest data, the third quarter of 2025 (Q3 2025) highlights a significant acceleration in the company's software-led growth strategy. Total revenue for the quarter was $40.9 million, marking a 13% increase year-over-year. This result actually surpassed analyst estimates, which is a strong sign of execution.

The real story is in the main product sales, which is the software revenue. This hit $35.2 million in Q3 2025, a robust 17% jump from the same period last year. To be fair, this included a non-recurring $1.2 million in software revenue from a contingent case that successfully concluded, but even excluding that, the underlying growth is solid. Non-GAAP gross margin also expanded to an impressive 77%, showing better operational efficiency as they scale.

Market adoption is also a clear opportunity. The number of customer databases leveraging the company's generative AI platform, Cecilia AI, has exploded, growing by over 300% since September 30, 2024. This massive growth in AI usage, particularly in complex, multi-terabyte matters, is what's driving the software revenue expansion. It's simple: customers are using the advanced tools more, and that means more usage-based revenue for CS Disco, Inc.

A Leader in the Legal Technology Industry

CS Disco, Inc. is not just growing; it's being formally recognized as a leader in its space, which is critical for winning large enterprise contracts. The company was named a Leader in the 2025 IDC MarketScape for Worldwide End-to-End eDiscovery Software. This recognition validates their ability to handle matters ranging from modest projects to multi-million-document cases seamlessly.

Also, the company earned the top spot in G2's 2025 Best Software Awards for Legal Products. This shows that the platform is not just powerful, but it's intuitive and well-loved by the legal teams actually using it. The combination of a highly-rated, user-friendly platform and their deep investment in AI-like the Cecilia AI Platform-is a powerful differentiator in the crowded legal technology market. You need to understand why this company is consistently successful in attracting large clients and complex matters.

CS Disco, Inc. (LAW) Mission Statement

CS Disco, Inc. (LAW) is focused on transforming the legal industry by applying cloud-native, artificial intelligence (AI) technology to complex litigation problems like eDiscovery (electronic discovery). The company's mission is fundamentally about delivering innovative legal technology solutions that help legal teams enhance efficiency and achieve better outcomes through AI-powered tools. This mission is the lens through which we should view their fiscal year 2025 performance, particularly their focus on larger clients and multi-terabyte matters.

For the full fiscal year 2025, CS Disco, Inc. has guided for Total Revenue in the range of $154.4 million to $156.4 million, reflecting the significance of this mission in driving commercial growth. While the company is still investing heavily in its future, with an Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) loss projected between $(11.5) million and $(9.5) million for the year, the mission provides the long-term strategic direction that justifies this near-term investment. You can learn more about the investor base driving this growth strategy by Exploring CS Disco, Inc. (LAW) Investor Profile: Who's Buying and Why?

Component 1: Revolutionizing Legal Technology with AI

The first core component of CS Disco, Inc.'s mission is its commitment to innovation, specifically through cloud and artificial intelligence. They aim to replace outdated, slow legal processes with modern, efficient software. This commitment is embodied in the core value to Think forward-setting the path for the future by taking action today.

This isn't just a marketing slogan; it's a measurable product advantage. For instance, their DISCO Auto Review, a generative AI tool, is delivering precision and recall metrics exceeding 90% in many cases, which is a significant jump over the industry standard of 75% for recall. That's a defintely tangible improvement in quality and speed for a legal team. This focus on AI is paying off in adoption, too, with customer databases leveraging the Cecilia AI Platform increasing by over 300% since September 30, 2024.

• Deliver AI-powered eDiscovery, case management, and legal document review.
• Prioritize continuous development of the AI platform.
• Achieve superior precision and recall metrics with AI tools.

Component 2: Customer Focus and Success (Stewardship)

The second pillar centers on customer success, recognizing that their technology is a tool to help legal professionals achieve better client outcomes. The core value of Lead with stewardship directly maps to this, acknowledging the responsibility they have to drive change for their customers. The company's strategy is explicitly focused on targeting customers with larger eDiscovery wallets and more complex matters, ensuring their technology addresses the highest-stakes legal challenges.

This focus is reflected in their market recognition. CS Disco, Inc. was named a G2 2025 award winner in the 'Best Legal Software Products' category, a ranking based on authentic, timely reviews from real users. This award confirms that their products are intuitive and seamlessly integrate into existing legal workflows, which is exactly what a client-centric approach should deliver. In Q2 2025, the company reported having 323 customers who each contributed more than $100,000 in total revenue over the last 12 months, showing the success of their large-customer focus.

Component 3: Operational Excellence and Growth

The final component of the mission is the underlying operational and financial discipline needed to sustain high-quality service and growth. The core value to Step up to the challenge drives the team to take initiative, adapt, and grow, which is critical in a fast-evolving legal tech market. This translates into maintaining a high-efficiency business model.

Here's the quick math: In Q2 2025, the company maintained a healthy non-GAAP gross margin of 76%, demonstrating strong cost control over their core software delivery. This operational efficiency is key to narrowing their losses. In Q3 2025, the Adjusted EBITDA loss improved significantly to only $(0.3) million, compared to a $(4.5) million loss in the prior year quarter. This is a clear trajectory toward their stated goal of achieving EBITDA breakeven by 2026, proving that their mission-driven growth can be financially sound.

• Maintain high gross margins through cloud-native efficiency.
• Improve Adjusted EBITDA margin year-over-year.
• Focus on growth from multi-terabyte matters and large client expansion.

CS Disco, Inc. (LAW) Vision Statement

You're looking past the quarterly noise and focusing on the long-term strategic map, which is exactly right. CS Disco, Inc.'s (LAW) vision isn't just about selling software; it's a clear, three-part mandate to redefine the legal industry. This vision-Leading Legal Tech Innovation, Empowering Legal Professionals, and Transforming Legal Outcomes-is the lens through which we should view their financial performance and growth potential.

The company's ability to execute on this vision is directly tied to its financial trajectory, which, as of the November 2025 update, projects full-year total revenue between $154.4 million and $156.4 million, with a focus on narrowing the Adjusted EBITDA loss to between $(11.5) million and $(9.5) million. That is a tightrope walk between growth investment and efficiency.

Leading Legal Tech Innovation

The first pillar is about setting the pace, not just keeping up. CS Disco, Inc. is a cloud-native, AI-powered solution, and their vision is to be at the forefront, continually developing AI-driven solutions that set new industry standards. This focus is why their software revenue is the key metric to watch, as it reflects core product adoption.

Here's the quick math: The company's full-year 2025 software revenue guidance of $132.6 million to $133.6 million shows strong traction, especially with their generative AI (GenAI) tools like Cecilia AI and Auto Review. The number of customers utilizing Cecilia AI more than tripled year-over-year through Q3 2025, demonstrating real-world adoption of their most innovative products. Innovation is great, but adoption is defintely better.

• Invest in AI: Prioritize GenAI tools like Cecilia for complex matters.
• Maintain Margin: Non-GAAP gross margin expanded to 77% in Q3 2025, up from 74% year-over-year.
• Scale Seamlessly: Platform must handle multi-terabyte matters effectively.

Empowering Legal Professionals

The vision is clear: equip lawyers and legal teams with tools that enhance their capabilities, allowing them to handle complex cases more effectively. This is the human element of their strategy. It's not about replacing lawyers; it's about giving them superpowers, which is a core part of their value proposition: 'We're with you in every case'.

The growth in large-matter strategy, where software revenue grew 17% year-over-year in Q3 2025 to $35.2 million, confirms that their tools are resonating with the high-stakes, complex litigation market. This growth in multi-terabyte matters shows legal professionals trust the platform for their most critical work. If the platform wasn't truly empowering, those big clients would churn fast.

The company's core values, such as Lead with stewardship and Step up to the challenge, reinforce this client-centric empowerment. This focus on the user experience and partnership helps mitigate the churn risk that plagues many enterprise SaaS companies. You can see a deeper dive into who is buying in Exploring CS Disco, Inc. (LAW) Investor Profile: Who's Buying and Why?

Transforming Legal Outcomes

The final, most impactful part of the vision is to significantly improve the speed, accuracy, and cost-effectiveness of legal proceedings, ultimately making justice more accessible. This is the commercial payoff for clients and the long-term market opportunity for investors.

The adoption of Auto Review, their generative AI automated review tool, is a concrete example of this transformation. This tool is achieving high precision and recall, processing tens of thousands of documents per hour. When a client can cut document review time by 50% on a multi-terabyte case, the cost savings are massive, and that value is what drives the expansion of large matters on the platform. The company is actively working toward an adjusted EBITDA breakeven target in 2026, which shows they are translating this client value into a clearer path to profitability.

CS Disco, Inc. (LAW) Core Values

You're looking past the stock ticker and into the operational DNA of CS Disco, Inc., and that's smart. The company's core values aren't just posters on a wall; they are the principles driving their strategy, which, for fiscal year 2025, projects total revenue guidance between $154.4 million and $156.4 million. This growth, even with an adjusted EBITDA guidance of negative $11.5 million to negative $9.5 million as they invest heavily, is directly tied to how they execute on their four core values. Let's break down what each one means in practice.

If you want a deeper dive into the numbers underpinning this strategy, you should check out Breaking Down CS Disco, Inc. (LAW) Financial Health: Key Insights for Investors.

Think forward

This value is about setting the path for the future today, meaning CS Disco doesn't wait for the legal industry to change; they force the change. It's a commitment to continuous innovation (Research and Development) that keeps their cloud-native platform ahead of the curve. You can see this in their aggressive push into generative Artificial Intelligence (AI) solutions, which is defintely a high-risk, high-reward strategy.

• Launch Cecilia AI: Generative AI tool that helps users create on-demand definitions for selected text, accelerating comprehension in complex legal documents.
• Expand Auto Review: The AI-driven review tool saw consistent sequential adoption growth throughout 2025, reducing the time and cost associated with traditional e-discovery.
• Target Multi-Terabyte Matters: This focus on larger, more complex cases, which saw a 150% increase in matters leveraging Cecilia AI by mid-2025 compared to December 2024, proves their platform can handle massive scale.

Innovation isn't cheap, but it's the only way to lead in legal tech.

Lead with stewardship

Stewardship means acknowledging the responsibility of their role to drive change in service of both colleagues and customers. For a legal technology company, this translates into building a platform that is not only powerful but also reliable, secure, and defensible in court. Their value proposition, 'with you in every case,' is the simple translation of this principle for their clients.

Here's the quick math: Software revenue guidance for FY 2025 sits between $132.6 million and $133.6 million, a number that only holds up if legal teams trust the platform with their most sensitive data. This trust is earned through:

• Expert Services Team: Pairing the AI platform with human expertise to ensure customers can tackle high-stakes matters with confidence.
• IDC MarketScape Recognition: Being named a leader in the 2025 IDC MarketScape for worldwide end-to-end eDiscovery software validates their ability to handle multi-million document matters with accuracy and transparency.
• Customer Success: A large multinational company, for example, selected CS Disco as their legal technology and services partner for an industry-transforming lawsuit involving more than 10 terabytes of data, specifically because they valued the platform's speed, scale, and ease of use.

Give space and grace

This value speaks directly to company culture and creating an environment where peers can be themselves to build better solutions together. In a high-pressure industry like legal tech, this empathetic approach is crucial for retaining the top engineering and legal talent needed to maintain their competitive edge. It's about psychological safety, which directly impacts product quality and customer service.

What this value looks like outside of internal meetings:

• Global Footprint: Operating offices in Austin, New York City, London, and New Delhi, supporting a diverse and globally distributed team.
• DISCO Cares Program: A social responsibility initiative that extends this 'grace' to the community, showing a commitment beyond the bottom line.
• DISCO for Schools: Helping to train the next generation of legal professionals on their platform, which builds goodwill and a future talent pipeline.

A healthy culture is a competitive advantage; it keeps the best people focused on the product instead of internal politics.

Step up to the challenge

This is the action-oriented value, empowering employees to take initiative, adapt quickly, and grow. In a fast-moving sector like AI-driven legal technology, this means constantly refining the go-to-market strategy and operational execution. The results from Q3 2025, where total revenue hit $40.9 million, beating analyst expectations, show this value in action.

The company demonstrated this by:

• Refining Customer Focus: Over the past year, they shifted their sales approach to target customers with larger e-discovery wallets and more complex matter types, leading to a year-over-year increase in large customers.
• Enterprise Sales Talent: Hiring more enterprise-grade salespeople with experience in large accounts and the legal technology industry to execute the upmarket strategy.
• Rapid Deal Closure: Successfully completing a sales process with a large multinational company in roughly four months, demonstrating strong execution on their refined strategy.

The goal is to be adjusted EBITDA positive or breakeven by Q4 2026, and that requires everyone stepping up to the challenge of operational efficiency and revenue growth.