eDiscovery Application Matrix - v1.3
Administrator: Greg Buckles 
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Current Features, Descriptions and Phases

Hit the Feature Name link to 'QuickFind' a list of all applications containing that single feature. The 'View' link will send you to a detail page on that specific feature.
NameDescriptionRMIDHDColProcRevAnlProdPresPMOth
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
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
Concept Search Advanced index that extracts concepts Yes Yes Yes Yes Yes Yes Yes No No No No
Domain Analysis Extraction of domain level communication patterns from ESI 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
Linguistic Analysis Extraction of linguistic relationships from ESI Yes Yes Yes Yes Yes Yes Yes No No No No
Audio Search Ability to search by conversion to text or direct phonetic search of audio/video format ESI Yes Yes Yes Yes Yes Yes No 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
Desktop Search Search across live network to remote user desktop and laptop devices Yes Yes Yes Yes No 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
Machine Text Translation Automated translation of foreign language files and communications into English. Yes Yes No No Yes Yes Yes No No No No
Social Networking Analysis of communication metrics to extract social network information Yes Yes No No Yes No Yes No No No No
Skin Tone Analysis Detect and analyze skin tone patterns within images to find potential pornography and inappropriate content. Yes Yes No No No No Yes 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
De-NIST Culling Removal of known hash sets like the National Institute of Science and Technology known file list Yes No Yes Yes Yes Yes Yes No No No No
Content Culling Removal and suppression of ESI based on search terms and item content rules Yes No Yes Yes Yes No Yes No No No No
Metadata Culling Removal and suppression of ESI by type, date and other metadata properties Yes No Yes Yes Yes No Yes 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
Communication De-Duplication Metadata level deduplication of email, IM and other communication format ESI Yes No No Yes Yes No No No No No No
Hash De-Duplication File and container level deduplication by Hash value Yes No No Yes Yes No No No No No No
OCR OCR, HCR, ICR of image format ESI to extract text Yes No No No Yes No No No No No No
Scan Images Scan physical paper into image format Yes No No No Yes 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
ESI Sampling System for random sampling that can be used to establish ESI characteristics or in quality control or assurance. No Yes Yes Yes Yes Yes Yes Yes No No 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
Stealth Investigation Ability to search, browse and collect from custodians's data sources without alerting target custodian or impacting their system adversely. No Yes Yes Yes No No No No No No No
Non-text File Detection Detects image, audio, animation and other non-textual file types and attachments. May have workflow capabilities No Yes No No Yes Yes No No No No 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
Exchange Collection ability to connect to and collect ESI/email from a live Microsoft Exchange server or an EDB file. No No Yes Yes Yes No No No 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
Forensic Image Physical level forensic copy of the media that includes all slack space, deleted files, fragments and other content. 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
Non-Rights Based Preservation In Place System does not modify file rights to preserve ESI, but preserves ESI in its original location by use of other means such as agents, servlets, back up system, etc. 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
Stealth Hold Legal Hold of documents without impacting end users or informing them of the hold. No No Yes No No No No No No No No
Sharepoint Collection ability to collect files and content from Microsoft Sharepoint. No No No Yes Yes 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
Conversation Analysis Analysis of communications to establish conversational relationships beyond email threading No No No No Yes Yes Yes No No No No
Email Thread De-Duplication Identification and suppression of prior duplicative emails in threads No No No No Yes Yes Yes No No No No
File Near De-Duplication Identification and suppression of near duplicate files No No No No Yes Yes Yes No No No No
Auto Redaction Place redactions on native ESI by rule No No No No Yes Yes No Yes 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
Chronological Analysis Analysis of ESI chronology No No No No Yes No Yes 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
Electronic Image Numbering Assign bates numbers and brand image sets. Bates numbering (also known as Bates stamping or Bates coding) is used in the legal, medical, and business fields to place identifying numbers and/or date/time-marks on images and documents as they are scanned or processed (for example, during the discovery stage of preparations for trial or identifying business receipts). Bates stamping can be used to mark and identify images with copyrights by putting a company name, logo and/or legal copyright on them. This process provides identification, protection, and auto-increment numbering of the images. No No No No Yes No No Yes Yes No No
Electronic File Numbering Assign bates numbers and rename or embed metadata tag for native ESI productions No No No No Yes No No Yes No No No
Exception Workflow Batch level workflow that allows reprocessing, insertion of placeholders and exception reports No No No No Yes No No Yes No No No
Image Conversion Convert ESI into a fixed image format No No No No Yes No No Yes No No No
Repopulate Duplicates Repopulate all near and full duplicates on production No No No No Yes No No Yes No No No
Text Extraction Extract raw or formatted text from ESI No No No No Yes No No Yes No No No
Decryption Decrypts files either with known master and user keys or actually cracking encrypted files. No No No No Yes No No No No No No
Media Restoration Restores ESI from archival or backup media to active file system No No No No Yes No No 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
Password Removal Removes password protection from ESI either from a list of known password or by brute force password cracking. No No No No Yes No No No No No No
Conceptual Review Non-linear review by concept or other clusters for increased efficiency No No No No No Yes Yes No No No No
Dynamic Folders ESI folders or groups dynamically populated based on rules, text content and field information, such as by custodian, date, custodian and date, file extension, inbox, or file path. No No No No No Yes Yes No No No No
Redact Images Place redactions on images for branding No No No No No Yes No Yes No No No
Redact Native ESI Place redactions on native ESI and then output redacted version No No No No No Yes No Yes No No No
Annotations Comments, annotations and highlighting that is searchable No No No No No Yes No No No No No
Automated Review Automated relevance or issue designation upon a collection without individual manual viewing of every item. This includes using training sets, expansion by cluster or other iterative pattern systems. No No No No No Yes No No No No No
Conditional Tagging Create customized tag or designation rules that exclude tag combinations or force additional tags. No No No No No Yes No No No No No
Parallel Review Supports complex parallel simultaneous reviews on a single matter/collection. This can include different tagging rules, groupings and filters. The core function is the ability to host overlapping independent review workflows on the same matter. No No No No No Yes No No No No No
Privilege Log Create and manage privilege logs within application from ESI metadata. Logs can also be edited and linked back to the privilege documents. No No No No No Yes No No No No No
Remote Review System supports secured remote review No No No No No Yes No No No No No
Review Images Review and designate images connected to database No No No No No Yes No No No No No
Review Management Enables assignment, tracking, QA/QC and other review management functions No No No No No Yes No No No No No
Review Native ESI Review and designate ESI in native or original format No No No No No Yes No No No No No
Rule based dynamic review management Automated, dynamic management of review batches based on rules. Rules Based Review Batches, Dynamic Review Batches, Query Based Review Batches, Cascading Review Queues. No No No No No Yes No No No No No
Secured Subset Review Ability to give secured access to subsets of collection for in camera, opposing or expert review No No No No No Yes No No No No No
Bulk Printing Large scale blowback of branded images No No No No No No No Yes Yes 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
Transcript Handling Load, search, annotate, link and otherwise support depositions, hearing and trial transcripts No No No No No No No No Yes Yes No
Exhibit Handling Designate, link and subset exhibits from production sets No No No No No No No No Yes No No
Live Presentation Ability to support projection, annotations and other features for use in live trial, hearing or other venue No No No No No No No No Yes No No
Live Transcription Ability to receive, update, annotate and link to live transcript No No No No No No No No Yes No No
RFP - Request for Proposal Management Create, distribute, manage and analyze bid/RFP responses from service providers for litigation support projects. No No No No No No No No No Yes Yes
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
Conflict Managment Search, track and manage conflict checks for counsel, vendors and experts. No No No No No No No No No Yes No
Docket Management Schedule, track and alert on docket filings, deadlines and requirements. No No No No No No No No No Yes No
Usage or Cost Allocation Automatically track and report on system usage and other billable actions within and across cases and allocate costs on a user or group level. No No No No No No No No No Yes No

EDRM Phase Column Abbreviations:

RMInformation (Record) Management
IDIdentification
HDPreservation (Hold)
ColCollection
ProcProcessing
AnlAnalysis
PresPresentation
PMProject Management
OthOther (just because)


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