Citation Policy

Integrity, objectivity, and strict adherence to rigorous research methodologies are core values at EDJ Group, Inc. ("EDJ Group, Inc."). All research created by EDJ Group, Inc., both syndicated ("Research") and custom ("Custom Research"), is intended to be used internally by our clients. From time to time, clients and third parties seek to cite from the Research and/or Custom Research in internal and external materials. The following guidelines set forth the rules for such usage.

All use of EDJ Group, Inc. is subject to our review and approval (except for the press and clients in limited form).

HOW TO SEEK EDJ GROUP, INC.'S APPROVAL

• Contact EDJ Group, Inc.'s Citations department at +1 512- 658-8277 or send an email to info@edjgroupinc.com
• Provide the Citations department with the full citation and context for your request.
• Please include a draft copy of any press releases and other marketing materials such as newsletters, email campaigns, direct mail, etc.
• We will reply by email within two business days.

I. CITATION POLICY: REGULATIONS

All syndicated EDJ Group, Inc. produced by EDJ Group, Inc., including EDJ Group, Inc. weblog content accessed through the http://eDJGroupInc.lcom, http://edisocverymatrix.com or http://ediscoveryjournal.com websites, is proprietary to EDJ Group, Inc. and subject to copyright and other intellectual property protections.

All external or commercial citation of EDJ Group, Inc., including Custom Research, is prohibited without our express written permission.

All citations must be presented in accordance with EDJ Group, Inc.'s core objectivity value and Integrity Policy.

All citations must be limited in scope. Full reproduction of the EDJ Group, Inc. is prohibited.

All citations must come directly from the written EDJ Group, Inc., EDJ Group, Inc.-approved Data Cuts, or EDJ Group, Inc. Webinars.

EDJ Group, Inc. analysts cannot provide verbal or direct quotes for client materials.

All EDJ Group, Inc. must be cited verbatim.

Graphs or data can be briefly summarized when no corresponding text is available, within the appropriate context and reflecting the spirit of the intended Research.

Email subject lines, press release headers, and/or subheaders may not contain the name "EDJ Group, Inc." or "EDJ Group, Inc." — "Independent Research Firm" may be used. The analyst name is not permitted to be used in email subject lines, press release headers, and/or subheaders — excluding speaking engagements such as webinars.

Citations that negatively portray another company and/or its products or compares one company and/or its products with another may not be used. In addition, EDJ Group, Inc. may not be cited in any material that negatively portrays another company and/or its products or compares one company and/or its products with another.

All citations of EDJ Group, Inc. must be attributed in the following manner: Title, EDJ Group, Inc., Date.

All citations of EDJ Group, Inc. must have been published within the past 18 months, unless updated Research is available. All citations of EDJ Group, Inc. must be obtained through legal means.

After purchasing reprint rights, clients may promote EDJ Group, Inc. reprints provided that the marketing materials are approved by the Citations department and it is clear that the report is an Independent Research Report.

Report reprints should be referenced as "complimentary" and without monetary association.

Use of the EDJ Group, Inc. logo must be smaller than any vendor/company logo and less prominently displayed.

EDJ Group, Inc. and its Research may not be referenced or appear in any client boilerplates, nor can EDJ Group, Inc.'s boilerplate be used in client materials (excepting joint marketing). EDJ Group, Inc. and its Research may not appear in client email signatures.

GUIDELINES BASED ON CONTENT: COMMISSIONED CUSTOM RESEARCH

All citations of Custom Research, including, without limitation, commissioned research, custom surveys, and/or findings within Research customized for the client, are subject to this Citation Policy, including the Regulations set forth in Section I above and other contractual limitations. Each external citation or quotation of Custom Research must be submitted and approved by EDJ Group, Inc.'s Citations team.

EDJ Group, Inc. must review and approve the context and accuracy of any data/conclusions cited from Custom Research as part of this approval process.

All citations must come directly from the Custom Research itself. EDJ Group, Inc. analysts, advisors, and consultants cannot provide verbal or direct quotes for client materials.

All citations of Custom Research must be attributed to EDJ Group, Inc. Consulting, and the citations must include the following attribution, as well as the date and title if applicable:

"A commissioned study conducted by EDJ Group, Inc. Consulting on behalf of (Client Name)."

EDJ Group, Inc. Consulting is the only author cited for Custom Research. Custom Research may not be attributed in any way to a EDJ Group, Inc. analyst or consultant.

Email subject lines, press release headers, and/or sub-headers related to and/or promoting Custom Research may not contain the name "EDJ Group, Inc." in any form — "Independent Research Firm" may be used.

Custom Research about specific companies and/or products is for internal usage only and cannot be cited externally.

Custom Research may not be positioned in any way that implies EDJ Group, Inc. is endorsing any vendor or brand.

Custom Research cannot appear to be jointly released or co-branded with the client. EDJ Group, Inc.'s status as an independent research firm must be made clear.

To cite from Custom Research that is not your own, written approval must be provided from the client that commissioned the research prior to submitting to EDJ Group, Inc. for approval.

All communications and marketing materials regarding Custom Research issued via social media applications, including but not limited to social networks, micromedia, and blogs, are subject to the guidelines described in the Citation Policy and must be approved by EDJ Group, Inc..

Statements made by EDJ Group, Inc. analysts/consultants during client webinars, podcasts, videos, or other recorded presentations associated with Custom Research may not be transcribed, translated, or otherwise cited. Such recordings may only be replayed in their entirety, when both the audio and visual elements are presented together, and the appropriate replay rights have been purchased.

SOCIAL MEDIA CONTENT

Third parties may cite non-comparative content from EDJ Group, Inc. blogs and other EDJ Group, Inc. social channels as long as the integrity of the posted content is maintained and the content is linked directly to the original source. All citations must come from content written within the past 18 months. All requests to cite research content authored by EDJ Group, Inc. analysts under their own social profile will be considered on a case-by-case basis.

For proposed citations of our published Research within the client's social media, please refer to Section I, Citation Policy: Regulations, and Section II, above.

How to cite EDJ Group, Inc. social media content:

Each citation must clearly define the social channel (e.g., EDJ Group, Inc. blog).

Each citation must state the date of the EDJ Group, Inc. analyst's post.

Each citation should include the author (analyst) of the citation.

Each citation must include the EDJ Group, Inc. reference verbatim and link to the source/post in its entirety.

Each blog citation should include the title of the original EDJ Group, Inc. blog post.

GUIDELINES BASED ON USAGE: ADVERTISEMENTS

All citations must comply with Section I, Citation Policy: Regulations.

Advertisements shall not appear to be co-sponsored by EDJ Group, Inc.. Services or products advertised shall not appear to be endorsed by EDJ Group, Inc..

All requests must include the location and placement of the advertisement during the review process.

PRESS RELEASES

All citations must comply with Section I, Citation Policy: Regulations.

Please reference Section II, EDJ Group, Inc. Wave™ Research for any guidance on citations for press releases specific to the EDJ Group, Inc. Wave.

The EDJ Group, Inc. logo may not be used in client press releases.

VIDEO/MULTIMEDIA

All citations must comply with Section I, Citation Policy: Regulations.

EDJ Group, Inc. Consulting Video/Multimedia must comply with Section III, Custom Research.

Citations of videos and webinars that mention specific companies and/or products may not be used; this includes use of company logos.

Verbal quotes from the video may not be cited or repurposed.

WEBINAR/SPEAKING ENGAGEMENTS

All citations must comply with Section I, Citation Policy: Regulations.

Clients may use EDJ Group, Inc.'s logo to promote webinars, provided that the logo is smaller and less prominently displayed than the company hosting the webinar.

EDJ Group, Inc.'s presentation and webinar slides must be on EDJ Group, Inc.'s template.

Citations of videos and webinars that mention specific companies and/or products may not be used.

It must be clear that EDJ Group, Inc. is a guest/featured speaker/presenter and the event is not being co-hosted or co-marketed in any way.

Statements made by EDJ Group, Inc. analysts/consultants during client webinars, podcasts, videos, or other recorded presentations may not be transcribed, translated, or otherwise cited. Such recordings may only be replayed in their entirety, when both the audio and visual elements are presented together, and the appropriate replay rights have been purchased.

USES THAT DO NOT REQUIRE EDJ GROUP, INC.'S APPROVAL

Clients may include a copy or slide of each scorecard, product comparison, spreadsheet, graphic, table, or portion of text less than a paragraph from the Research in internal presentations only, provided that all such citations adhere to the guidelines for citation of EDJ Group, Inc.'s syndicated Research and contractual provisions.

Members of the press may use portions of our Research without our approval. Please visit the Press Resources page for more information.

USES THAT DO REQUIRE EDJ GROUP, INC.'S APPROVAL

All external or commercial citation of Research and Custom Research, including without limitation: Uses of the Research in advertisements, press releases, and sales collateral in all types of media.

Uses of the Research in SEC filings or other legal documents. Links to any websites maintained by EDJ Group, Inc. and/or its subsidiaries.

All full reproductions and/or distributions of the EDJ Group, Inc.. EDJ Group, Inc. generally prohibits such use unless reprints are purchased from EDJ Group, Inc. or the client has received EDJ Group, Inc.'s express written permission.

Citation of EDJ Group, Inc.'s Research is a client privilege. All non-client requests are reviewed on a case-by-case basis by EDJ Group, Inc.

In general, if you are uncertain about a particular use, please seek our approval.

All promotion, distribution, and reuse of EDJ Group, Inc. content, including any use of EDJ Group, Inc.'s logo, trademarks, or service marks, through any third party in all types of media.

CHANGES EDJ Group, Inc. reserves the right to change these guidelines at any time, without notice. These guidelines are for general informational purposes only and EDJ Group, Inc. reserves any and all rights to the EDJ Group, Inc. including but not limited to the right to deny any and all uses of the EDJ Group, Inc.