| Name | Description | RM | ID | HD | Col | Proc | Rev | Anl | Prod | Pres | PM | Oth |
| Privacy Rights Management and Compliance |
An ability to support discovery workflow and processes while managing user privacy issues and in compliance with foreign privacy laws such as the European Union.
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
| 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
|
| 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
|
| File Type Identification |
Identifies file type by content, not just by file extention. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
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
|
| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
| Mulitple Party Productions |
Supports tracking and coordination of multiparty/matter overlapping productions |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
| Case Collaboration Contact Management |
Secure collaboration for case contacts, counsel, service providers and co-counsel with contact management, distribution lists and centralized postings. |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
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: