| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
Phase Columns: