ALL ENGAGEMENTS

§ COURT-APPOINTED ROLE

Technical Special Master

Court-appointed for source-code and AI-system fact-finding — reading code, model artifacts, and logs.

When a court needs technical fluency to find facts in the system itself, a technical special master is the mechanism. The fact-finder who can read the source code AND the case law collapses the distance between the rooms.

§ 01 · What this is

A technical special master is appointed by the court to manage an aspect of a case that exceeds the bench’s practical capacity — here, fact-finding that requires reading the system itself. Where the dispute turns on source code, model artifacts, or logs, the technical special master can read the technology directly rather than relying on a translation through party experts. The role issues protocols, resolves disputes in real time, conducts fact-finding where the order authorizes it, and reports back to the appointing court.

The role exists because the alternative — running every source-code or AI-system dispute through a sitting judge — is prohibitively slow and expensive for both the parties and the bench. A competent special master clears six months of work in three weeks and produces a record the appointing court can rely on. Where the matter turns on a verifiable technical fact, the appointment removes a class of disputes from the litigation entirely.

§ 02 · When to retain

Indicators that this is the right role for the matter.

01

Source-code review protocols

Tiered-access frameworks for source code, model weights, and proprietary algorithms, where the alleged conduct requires reading code to assess.

02

AI / model-output fact-finding

Disputes over model behavior, training-data provenance, or vendor representations, where the artifacts at issue — weights, system cards, evaluation reports, inference logs — must be read directly.

03

Trade-secret in software, ML weights, schematics

Where the alleged misappropriation requires reading code or model artifacts to assess rather than taking each side’s expert at their word.

04

Log and telemetry integrity

Where the matter turns on what the underlying logs, timelines, and telemetry actually say, and the fact-finder must sample those records directly.

05

TAR / CAL validation

Where a continuous-active-learning workflow is contested or where seed-set composition is disputed and the run must be reconstructed and tested.

06

Smart-contract / on-chain disputes

On-chain disputes where the finding requires parsing both the contract code and the underlying bargain.

§ 03 · Methodology

How an engagement runs.

Typical scale: Multi-month engagements. Substantial codebase or model corpus. Often class-action or multi-district matters.

  1. 01

    Appointment

    Order of appointment from the court, scope-of-authority defined. Daniel issues a brief acknowledgment and initial procedural framework.

  2. 02

    Tiered-access protocol

    A tiered-access framework drafted for source code, model weights, and proprietary algorithms — reviewer credentialing per tier, cleanroom review for the most sensitive artifacts.

  3. 03

    Direct reading

    Daniel reads the system itself — source code, model artifacts, inference logs — sampling the underlying records, asking the right questions of the right artifacts, and surfacing the consensus technical reading.

  4. 04

    Active management

    Real-time dispute resolution. Disputes raised by letter brief; rulings within 5 business days. Technical questions get a written analysis with the ruling.

  5. 05

    Reporting

    A report goes to the appointing court and is binding on the parties to the extent the order of appointment provides. Daniel aims to produce these within 30 days of appointment for straightforward matters; longer where the workflow is unusually opaque.

§ 04 · Frequently asked

About this role.

Will Daniel read source code or model weights directly during the engagement?

Yes, where the parties stipulate and a tiered protective order is in place. Where the matter turns on what the code or model artifacts actually do, reading them directly — rather than taking the parties’ word for it — is the entire point of the role.

Does the technical special master decide the merits?

No — only what the order of appointment authorizes. Daniel’s reports are reviewed by the appointing court before becoming binding, and they go to the court binding on the parties to the extent the order of appointment provides.

Is a technical special master worth the added cost?

A special master is rarely the cheapest path but is frequently the fastest. Where the parties spend six figures litigating a technical dispute a special master could resolve in a week, the marginal cost of the appointment is negative — it saves more than it spends.

READ: APPOINTING A SPECIAL MASTER FOR TAR VALIDATION

§ 05 · Related roles & reading

Where this role fits.

eDiscovery Special Master

Begin a technical special master matter

Eight questions. One considered match.

Begin a matter See engagements