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Fusion Discovery Workflow Management is a comprehensive project management solution that automates the ad-hoc processes used today by legal, IT and resource teams to deliver a streamlined, collaborative process around all e-discovery activities, from matter, issue and cost management to discovery history and business intelligence reporting. Discovery Workflow Management provides an automated integration hub that captures and translates all data from any source required for executing each stage of the EDRM (collection, processing, review and production) process. It then drives through each phase and provides complete discovery history and chain-of-custody reports, as well as comprehensive vendor management tools. Discovery Workflow Management is the only solution on the market that delivers visibility to legal, IT and outside counsel teams while remaining completely secure. Discovery Workflow Management controls costs and reduces response time by delivering complete repeatability, defensibility and efficiency in the e-discovery process.
 
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Automation and Integration:
Powerful automation and seamless integrations with third-party solutions – as well as with the Fusion platform – enable cost savings and deliver a best-of-breed solution.
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- Third-party solution integration: Consolidate data from all data sources and third-party software solutions throughout each EDRM stage. Exterro’s proprietary IRIS tool set offers robust connectors to leading collection, processing and review tools.
- Requirements capturing: Associate projects with custodians and data sources to enable creation of a comprehensive discovery history.
- Legal hold autopopulate: Cross-reference litigation hold information to ensure the custodian has received hold prior to further action; automatically consolidate input from legal holds to initiate collection processes.
- Template management: Automatically set assignments with comprehensive instructions; providing a standardized, repeatable process built on industry best practices.
- Security: Extensive role-based access controls and single sign-on capabilities ensure security and confidentiality.
- Alerts and notifications: A configurable system of alerts and notifications ensure that e-discovery processes stay on schedule and within budget.
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Visibility:
Through dashboard views and intelligent menus, Discovery Workflow Management gives its users complete, real-time visibility of essential information.
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- Assignment management: Track and maintain chain-of-custody required to authenticate evidence; discovery history is automatically populated and kept up-to-date.
- Budget and cost-planning dashboard: Quick project cost, time, and resource estimates for budgeting. Delivers tremendous advantages in early case assessment and preparations for FRCP Rule 26(f) conferences.
- Business intelligence planning and reporting: Real-time dashboard visibility into project status that can be accessed at the matter or case level. Integration with third-party review tools enable legal teams to estimate hours needed to complete projects on deadline. Simplifies use and technology learning curve.
- Matter dashboard: Dashboard views of all collection, processing, and review activities enable the legal team to see the big picture as projects progress.
- Discovery history management: On-demand history tracking, audit logs and chain-of-custody provide the defensibility and repeatability needed by legal teams to streamline processes and save time.
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Collaboration:
Collaborative communication facilitates resolution and complete auditability of issues in one central location; identify and resolve risks immediately and drive defensibility into process across all stages.
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- Legal, IT and vendor collaboration: Collaboration tools allow internal teams to manage external team assignments; vendor service, pricing comparison tools and ratings simplify choosing the right service provider.
- Assignment management: Assign projects to targeted internal or external resources, creating a single, centralized platform from which all parties can work.
- Issue and task management: Flag tasks or matters with ‘issues’ whenever an issue is observed. This prohibits completion until the issue is resolved, preventing invoicing for tasks not satisfactorily completed.
- Fusion Spaces: Interactive, web-based and dynamic environments where users can share documents and an events calendar or discuss ongoing issues in forums.
If you would like to see a demo of Exterro, please register below and we will contact you.
Thank you for your interest in Exterro. One of our representatives will contact you.
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  "Under such exceptional circumstances, the only appropriate non-monetary sanction is a default judgment in plaintiffs' favor, pursuant to Federal Rule of Civil Procedure 37(b)(2)(A)(vi) and the court's inherent powers"
– Magistrate Judge Robert M. Levy, in Gutman v. Klein, 03-cv-1570."Two and a half years after the changes to the Rules of Civil Procedure, the respective responsibilities of legal and IT still are not being carried out by many because they don’t understand them. Only dialog between legal and IT will change that."
– Debra Logan, Gartner Analyst
Doing a poor job at e-discovery, and taking too long to do it, is an expensive procedure and, at worst, an even more costly failure. The e-discovery problem is not limited to a culture of reactivity and strategic delay among experienced attorneys, but also the very real costs associated with manual, widescale search, collection, protection, review, and production of electronically stored information (ESI).
– Christine Taylor, Byte & Switch
By proactively automating the e-discovery workflow, attorneys can automate collection and the litigation-hold process, and can review according to de-duplicated and prioritized results. This is what allows attorneys to effectively apply e-dDiscovery to the realities of massive amounts of ESI.
- Christine Taylor, Byte & Switch
E-discovery is a challenge that is faced by virtually every organization, regardless of size. In fact, almost as many small organizations were the target of a lawsuit within the last 12 months as large ones.
– Business Week
The premise of enterprise information mapping is simple: improve your organization's information management capabilities and protect your high risk information by identifying what information you have, where it is located, and whether it is important and/or high-risk enough to spend time and money protecting and securing it.
- The Metropolitan Corporate Counsel
In the current highly litigious environment in the U.S., the increasing volume of information often leads to increased costs in preparing for and responding to litigation. Additional pressures are also brought about by increased needs for maintaining privacy and ensuring intellectual property protection, both of which require stricter controls on the internal management of information, and a greater knowledge of just what you have and where it is stored.
- The Metropolitan Corporate Counsel
"The ability to quickly find certain sets of data and related information in any format offers up some serious potential for helping cut costs related to litigation and discovery requests."
- The Metropolitan Corporate Counsel
"In any economy, protecting the confidentiality, integrity and availability of information is 'a must-have."
- Robert Half Technology
"The "ESI Content Map"... will not only provide in-house counsel with the information necessary to execute a litigation hold but provide outside counsel with the information necessary to speak competently about the company’s legal hold efforts."
– Gregory Bufithis, Esq., Founder and Chairman, The Posse List
 Complete end-to-end workflow platform
- Secure, scalable, open architecture enables seamless integrations with leading third-party solutions.
- Modules function alone or as part of an integrated end-to-end legal governance, risk and compliance management solution.
Usability
- Intuitive user interface mirrors the way legal or IT teams think.
- Easy navigation using dashboard views drives efficiency.
- At-a-glance views of workloads, reports and analytics.
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