Exterro's online self-assessment uses a multi-dimensional structured approach to ascertain the effectiveness of your organization's legal hold and discovery management strategy. The assessment is designed to validate your discovery management strategy, boost the discovery response initiative, and provide actionable recommendations based on a review of current processes.

Due to the complexity and dynamic nature of discovery processes, the assessment model must be multi-dimensional. The first dimension contains five components representative of the core of legal hold and discovery management. We call these the Five Levers of Discovery Management:

- Legal Hold & Discovery Process Framework

- Technology Framework

- Collaboration Framework

- Defensibility Structure

- Controls Framework

Exterro's "Five Levers of Discovery Management" provide the components by which we can assess the discovery response capabilities of any particular organization. As these capabilities improve, the organization is able to progress to the second dimension of the model.:

1. Siloed

2. Tactically Integrated

3. Process Driven

4. Optimized Enterprise

5. Strategically Integrated

Exterro's Online Self-Assessment process is designed to uncover any potential gaps in the 'Levers of Discovery Management' as they relate to your enterprise's current discovery practices. The answers to the assessment's questions carry a relative weighting in terms of impact on discovery response time, cost and risk.

By calculating weighted average scores, the assessment serves as a benchmark for comparison and improvement. The scores allow you to better understand your enterprise's current practices compared with those of other companies, what phases of discovery response pose the greatest risk, where the greatest return on investment can be realized, and whether investments in technology or other processes are needed.

Once you complete the assessment, a consolidated report will be mailed to you. The report will highlight your strengths, risks, and opportunities for improvement, as well as recommend next steps.