| 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
|
| Machine Text Translation |
Automated translation of foreign language files and communications into English. |
Yes
|
Yes
|
No
|
No
|
Yes
|
Yes
|
Yes
|
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
|
| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
| Metadata Extraction |
Extracts file and system metadata from files and communication systems. |
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
| Redact Images |
Place redactions on images for branding |
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
|
| 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
|
| 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
|
Phase Columns: