Files scattered across devices
Case folders duplicated by hand, documents renamed one at a time, material split between a desktop, a laptop and cloud storage. Nothing is lost, exactly — it is just never all in one place at once.
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Saxon™ for dram shop and alcohol liability
Seventy open cases should not live in three places.
Over-service standards and statutory duties change from state to state, and the proof sits in receipts, POS exports, video logs, affidavits and depositions that rarely tell the same story. Saxon reads all of it in one place, builds the service timeline, and shows you which facts the statute actually needs.
The workload problem behind the opinion.
Hospitality experts describe the same pattern: the analysis is the part they are good at, and the part that takes least of the day.
Volume without relevance
Firms produce everything. Most of it does not bear on service, intoxication, or the duty in question, and it still has to be read before it can be set aside.
Two languages, one opinion
Bar operations has its own vocabulary; the statute has another. The opinion has to connect pour counts, comps, shift changes and POS timestamps to the duty the jurisdiction imposes.
From a recent conversation with a hospitality and dram shop expert carrying more than 70 open cases.
His workflow was, in his own word, archaic: duplicate the folder from the last matter, retype the case information, rename the files one at a time. The records for an active case might be on a Mac mini, a laptop, and in cloud storage at the same time. Every new engagement started by rebuilding the same structure by hand, and the caseload was starting to cost him evenings.
What he wanted was not a different opinion — it was one place to put the file, a summary of each document and of the matter as a whole, a timeline he did not have to assemble, the contradictions between receipts, affidavits and depositions surfaced for him, and his own analysis steps saved so the next matter starts where the last one left off.
The expert is not named here at his and our discretion. The pattern is not unusual in this niche.
How Saxon supports an over-service engagement.
One matter, loaded once, carried through the whole engagement.
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Stage 01
One home for the matter
Upload the file as it exists today — folders, archives, exports from wherever it has been living. Saxon summarizes each document and the matter as a whole so you can see what you have before you read it.
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Stage 02
Build the service timeline
A chronological account assembled from receipts, POS exports, video logs, statements and depositions, each entry cited to its source page.
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Stage 03
Surface contradictions and gaps
Saxon compares the sources against each other — a tab that does not match an affidavit, a shift log that does not match testimony — and flags the evidence the file needs and does not contain.
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Stage 04
Map facts to the applicable duty
Saxon organizes the record against the standard you are working to in that jurisdiction, so the opinion is built on the facts the statute actually turns on.
Saxon drafts; you approve. Every finding stays tied to the page it came from, and nothing is filed or sent without you. Privacy and security controls for sensitive expert and medical records are documented in our Trust Center.
Questions hospitality experts ask first.
If yours is not here, bring it to the demo and we will answer it against your own file.
Does Saxon know my state’s alcoholic beverage code?
Saxon works from the standard you supply for the matter. Your Playbook holds the framework you apply in that jurisdiction, and Saxon organizes the record against it — it does not decide the law for you.
I have 70-plus active cases. Do I have to move them one at a time?
No. Experts moving an active caseload across generally do it in one pass, with our team handling the initial load from whatever structure the files are in today.
Will my own analysis steps carry to the next matter?
Yes. Custom Playbooks capture the sequence you already follow — liability analysis, report drafting, whatever your process is — so each new matter starts from your method rather than a blank page.
Can I work from more than one machine?
Yes. The matter lives in one place and is reachable from wherever you are working, which is usually the first thing that changes for experts who travel.
Bring one over-service file. See the timeline and the contradictions.
Book a DemoWe will load a real matter, show you the document and case summaries, the service chronology, and what the file is missing.