| Name | Description | RM | ID | HD | Col | Proc | Rev | Anl | Prod | Pres | PM | Oth |
| Role Management |
Manage and customize multiple security and user roles for various tasks and responsibilities on a matter and application level. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
No
|
| Audit Trail |
System securely logs and reports on actions |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Customizable Reports |
Ability for users and administrators to create custom reports without scripting or leaving the user interface. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Autocode |
Ability to generate objective or subjective fielded data from ESI through automated process, also called Autocategorization |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Foreign Language Support |
Application is capable of processing or searching foreign languages and uncommon character sets such as double-byte characters. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Indexed Search |
Creation of an index for search |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| File Type Identification |
Identifies file type by content, not just by file extention. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
| Network Search |
Search across live enterprise network data sources |
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Organization Map |
Relational map of organizational entities and reporting structure; can be based off of organization charts or dynamically controlled by HR system |
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Crawl Search |
Use of GREP or other search that actively checks files without creation of index. This is a point in time search. |
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| IT Source Map |
Master list of IT assets and ESI Repositories |
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| User Map |
Master list of users; usually from Active Directory |
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Generate Load Files |
Creation of load files for specific applications to aid the transmission of ESI |
Yes
|
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
No
|
No
|
No
|
| Disposal Certification |
Deletion of ESI with expiry/destruction certificates |
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
| Performance Metrics Analysis |
Automated tracking and analysis of metrics associated with discovery steps and phases. The results of the metrics analysis are presented via summary dashboard or reports to enable iterative feedback to optimize and correct processes. |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Inventory |
Generates a file inventory or catalogue of the targeted data sources |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
| Response Workflow |
Tracking and workflow system that documents event response actions |
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
| Chain of Custody |
Automated creation of Chain of Custody documentation that tracks collection and transmission of ESI. |
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
Yes
|
No
|
No
|
No
|
| Custodian Collection |
Web based or enterprise application that assists Custodians in designating and collecting ESI. |
No
|
No
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Forensically Sound Copy |
Verified content, file metadata and system metadata by Hash and properties check. Many applications also generate a Chain of Custody log |
No
|
No
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Legal Hold Notices |
Create, transmit and track Legal Hold notices |
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Preservation Repository |
System designed to preserve ESI by holding and tracking a copy |
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Rights Based Preservation In Place |
System modifies file rights to preserve ESI in original location by search or active rule policy |
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Forecasting Metrics |
Generate cost, time or volume forecasting reports or dashboard to create or reassess estimates according to new project assumptions. |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
No
|
| Remote Hosted Administration |
Hosted platform that supports remote administration by the client to perform most functions without reliance upon or notification to the provider to perform actions behind the firewall. |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Content Flagging |
Rule based flagging, tagging and categorization to aid review and processing |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Unpack Container Files |
Unpack, explode or extract all container files such as ZIP, CAB and email containers such as NSF and PST files along with extraction of attachments from emails. |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Fuzzy Logic Search |
Partial word recognition to compensate for OCR and spelling issues |
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
No
|
No
|
No
|
| Metadata Extraction |
Extracts file and system metadata from files and communication systems. |
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
| Case Management |
Workflow, timelines and other tools to track and report on case status, productivity and overall progress |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Phase Columns: