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Case Management for eDiscovery

  Stay current with all the details across all matters and cases
  Improve efficiency with case management specifically optimized for eDiscovery requirements
  Stay Organized with versatile tracking of requests, time, invoices and man other details

Case Management

Consistency in discovery across cases can be crucial in litigation and government investigations. The Case Management module helps you to consistently organize all the relevant data related to your case and matter management such as court information, counsel information, litigation support information, custodian and stakeholder information etc.

It also enables you to classify your matters and cases, whether it is a regulatory investigation (DoJ, SEC, FDA etc.) or litigation related investigations (bribery, collusion etc.) or internal investigations (employee harassment etc.). Different case types have different requirements, internally and externally. This type designation also allows you to require certain steps are followed to ensure proper handling and management of cases in accordance with your requirements. The Case Management module allows you to ensure that all categories of data that are required by case type are considered.

Moreover, if you have installed the other OptimumTM modules and activated end-to-end automation, you can tailor the smallest details related to the real-time status updates across your entire eDiscovery portfolio, all in one place, summarized across cases.

If you preselect data source collection requirements by case type, you can perform one-click eDiscovery, after you have selected your custodians. One-click eDiscovery automatically executes all the necessary actions including early case assessment, processing, searching, hosting and even opens the documents directly in the review platform for review, all without any user intervention.


Legal Hold

Powerful Legal Hold capabilities enable you to effectively send legal hold notices to employees, receive acknowledgements and apply non-destruct features to secure the data from any spoliation, intentionally or otherwise.

Moreover, close integration with your organizational enterprise systems such as Microsoft Exchange Server, Microsoft Office 365, Microsoft SharePoint, and other software will enable you to avoid errors in sending the legal hold notices through automatic validation of names, emails and other employee details.

One-stop dashboard provides you all the details related to custodian compliance as well as legal hold enforcement, across all the custodians in the case.


Time Tracker

With the inbuilt time tracker, you can also track the time taken for each of the eDiscovery stages including processing, hosting, review etc., which can also be categorized by resource time and machine time.

This will allow your teams to efficiently manage their time and effort, while also allowing to gain more accuracy in predicting the time needed for newer projects and investigations, thereby improving your budget estimates, as applicable.


Invoice Tracker

Invoice tracker allows your teams to effortlessly translate the time taken by the resources as well as the machines, to generate invoices.

This will allow law firms or eDiscovery service providers for effortless external billing or in-house departments for gathering data to demonstrate savings for internal stakeholders.


Request Tracker

Integrated request tracker ensures that all the required coordination related to exchanging information across multiple departments and teams across legal, eDiscovery, IT, HR etc. is performed from within a single central interface.

This data related to requests tracked throughout the litigation lifecycle can be analyzed to determine compliance and response times across stakeholders.


Archive Vault

User-friendly archiving interface enables you to perform automated archiving based on customized policies relevant to your organization or the case or matter type. This helps organizations optimally manage their storage systems by taking off-line that data which is not required currently.

Alerts to the stakeholders are automatically generated for their information, compliance as well as monitoring.