Features

Everything about a collection, start to finish

Discovery Hub follows a discovery request from the legal hold it belongs to, through collection, to delivery and eventual destruction of the data.

Dashboard

A home page that answers “what should I look at first?” for the person signed in.

Needs attention. A short list of items that are overdue or have gone wrong, each one a click away from the detail.
Headline numbers. Active legal holds, custodians on hold, open requests, share of data sources collected, average turnaround and recent failed collections.
Progress and trend. Collection progress across open requests, the next requests due, and requests opened against completed over time.
My work. The requests and tasks assigned to you, with due dates.
Scoped to the viewer. People see their own requests unless they have permission to see the whole organization.

Where a collection request is written, assigned and worked.

Start from a hold. Search for the legal hold and build the request against it, on your own behalf or for someone else.
Say exactly what is needed. Add custodians and the data types for each, with date ranges, keywords and comments.
Data without a single owner. Request non-custodial sources, such as shared locations, in the same request.
Delivery details. Set priority, due date, where the data should be produced and how it should be delivered.
Assignment and notifications. Requests go to collectors, with email notifications to the people you choose.
Track every data source. Collectors record each collection, note failures, reuse earlier collections where they already exist, and reopen a request if more is needed.

The running record of what has been collected, for whom, and what happened to it.

Three views of the same record. Collections by employee, by group, and by non-custodial data source.
Failed collections. A list of collections that could not be completed, and why.
Destroyed collections. A log of collected data that has been destroyed, ready to export.
Close-matter reporting. A report of what was collected for a matter when it closes.
Storage and production locations. Keep the list of places data is stored and delivered to, managed by administrators.

Holds and custodians, next to the collections made for them.

Litigation Hold Center. A list of holds, with closed holds available when you need them.
Custodians per hold. Open a hold to see who is on it.
Collections across holds. Select several holds and view their collections together.

Everything discovery needs to know about one person, on one page.

Identity and organization. Role, department and manager, with a click through to the manager and an organization chart.
Where their data lives. Mailbox and file storage details, directory groups, and the devices assigned to them.
Hold history. Current legal holds, and released ones when you ask for them.
Past collections. What has already been collected from this person.
Search that scales. Find people by name, email, username or employee ID, or paste a list to look up many at once.

Control over who can do what, and a record of what changed.

Detailed permissions. Roles and individual permissions decide which pages and actions each person gets.
Sign-in your way. Windows sign-in or single sign-on through your identity provider using OpenID Connect.
Session control. Idle timeout with a warning, a maximum session length, and a log of sign-ins.
Lists you can shape. Each person can choose and order the columns they see. Administrators set the default view, with a history of changes.
Export anywhere. Every list exports to Excel or CSV, matching the columns, filter and sort on screen.
Settings without a developer. Collectors, data types, locations and application settings are managed in the app.

Book a demo and we will walk through the parts that matter most to your team.

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