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Exterro Fusion - Key Features
Exterro Fusion is the legal industry's first web-based discovery management and workflow platform providing both corporate legal departments and law firms with greater control over the entire discovery process, from planning through production.
We enable Law Firms and Legal Departments in corporations to mitigate risk, control cost, reduce turn-around-time and gain a competitive edge over opposing counsel, by
  • facilitating tighter collaboration between outside counsel, in-house legal teams, service providers and experts
  • automation of pre-and post discovery collection processing using the latest workflow techniques, giving you the power to get your work done faster, smarter and cheaper
  • leveraging existing Review/Document/Matter Management information using effective integration technologies
Exterro Fusion enables legal teams to manage custodians and data sources, automate legal hold process, streamline collection workflow, E-Discovery Project Management, facilitate vendor relations, track review and production processes, monitor progress, track costs, set budgets and manage schedules -- in an integrated environment, giving you greater control over legal teams and discovery processes. The following are the core benefits:
Collaboration
Effective litigation management requires a plan, with requirements and specifications for the treatment of data documented in what is known as a "workflow process". Outside-Counsel/Co-Counsel/Vendors/In-House Legal teams need a centralized system that tracks communication and collaboration activities in litigation to provide them with the right information at the right time. This is mission critical to every case under management. Exterro Fusion provides effective collaboration capabilities between these teams.
Feature Description Business Benefit
Multi-party collaboration Enables the parties: Internal Legal Teams, Outside counsel, Co counsel, Litigation Support Vendors and experts to collaboratively work, in a centralized web-based real-time secure environment called a Collatoration Portal.

Improves productivity; reduces rework.

Find problems early in the process, rather than waiting for the issue to bubble up;

E-Discovery Project Management Communications Intuitive user interface to
  • Setup legal teams
  • Streamline collaboration across teams
  • Maintain pre-negotiated rates and pricing model
Pro-active and improved communications,
  • mitigates business continuity risk
  • helps you to handle spikes
Resource Metrics Easy-to-use user interfaces to measure and monitor quality, delivery, timeliness and cost. Customizable to meet each specific needs. Empower your employees with a tracking system and enable them to pick the right resources, consistently.
Role based Access Control As multiple parties - Outside Counsel, Co-counsel, Providers, in-house Legal team - collaborate in real-time, control the functions and data, each party can access. Only relevant information presented in a customized view.
Real time live dashboard Get an at-a-glance overview of your entire Legal Management processes, with drill-down features. Instant access to real time data helps you to keep better control over the health of your Legal Management processes.
Real time collaboration Collaborate real-time with vendors on case specific issues, using easy-to-use interface that requires no software to install. Improved vendor relationship and faster resolution of issues.
Alerts & Notifications Set custom alerts and notifications to automatically notify individuals of critical business events, delivered right to your PDA and/or corporate e-mail system. Improve coordination and collaboration by keeping everyone informed of project activities.
Security As various parties collaborate in real-time, ensure the security and confidentiality of your case information with strong encrypted passwords, role-based user access control, and strict session management. Secured collaboration.
Automation
Exterro Fusion provides workflow automation capabilities that you can easily customize to better manage your organization's discovery processes. The result is greater control over routine activities, elimination of redundant tasks and faster turn-around.
Feature Description Business Benefit
Workflow Management Create custom workflow rules with triggers based on any business event. Easily modify workflow rules to keep pace with your changing business needs. Automatically create tasks, when workflow rules are triggered. Tasks are dynamically assigned. Standardize internal processes as processes evolve. As internal processes gets standardized gain the ability to easily split work across multiple vendors.
Custom Case Project Template Pre-define business rules and re-use them (For example, have a custom Coding Manual for your Insurance clients or for a specific client and reuse that). Bring in standards and structure to ensure consistent quality.
Repeatable Processes Gives you the flexible framework to implement Process standards, best practices across various locations/practice disciplines. Process quality ensures the quality of the deliverable. Improve your processes and make them repeatable resulting in minimal risk and predictable results.
Reporting Flexible Reporting frameworks, pre-formatted or customizable analysis tools. Ranging from spend management, vendor management, to matter centric and discovery life cycle progress and administrative reports out of the box. Rich custom report capabilities based on client needs Understand trends and uncover issues so that you can adapt your business upfront.
Requirements Management - Data Capture Drafting clear and complete requirements is vital to success in litigation. Exterro has designed an intuitive user interface designed and tested by Attorneys/Litigation Support professionals to capture requirements. Reduce the risk of costly, incorrect requirements by 60% or more.
Automated Chain of Custody Maintain an automatic footprint of all events and updates. Enhances internal controls mechanism.
Regulatory Compliance Facilitates regulatory compliance by enhancing visibility and oversight over internal processes and controls. Establish/enhance reputation for sound and transparent internal processes and controls, which in turn raises Investor and/or Client confidence in your organization.
Intelligent Real-Time Forecasts Generate real time project forecasts to give estimated Cost and Delivery time. Empower your litigation support team to make better, faster decisions through real-time business intelligence
Integration
To be truly effective, Legal Management software, has to fit into your organization's existing infrastructure. To leverage the current legal support technology infrastructure we have built simple, intuitive and proven architecture to enable you to integrate with your existing systems - from Case/Document/Matter Management systems to Time & Billing. Exterro solutions are built on the latest standards in Web services integration.
Feature Description Business Benefit
Integrate with HR, LDAP, ECM and Matter Management Systems Exterro Fusion also provides flexible adapters and application interfaces into your Human Resources Systems, Enterprise Content Management (ECM), Matter Management and E-Discovery tools and LDAP based Identity and Access Management systems.
  • Complete visibility into your Legal Hold and Discovery Processes
  • Risk Mitigation
  • Reduce Costs
Integrate with E-Discovery Tools Integrate with your E-Discovery Tools and vendor systems such as Collections, Processing, Review and Production systems with Exterro Fusion.
  • Efficient Project Management
  • Leverage existing technology investments
  • Efficient hand-off between processes
Integrate Inbox/PDA "Three hundred custodians have not acknowledged to preservation orders"
  • Get more of such custom alerts delivered right to your PDA or your corporate e-mail system.
  • Automatically notify individuals of critical business events.

Real time visibility into critical processes from any location.

Tightly knitted workflow for faster response.

Integrate with Document Management System Organize your documents in custom folders, with your Windows-Explorer, directly mapped and fully linked to fusion. Or keep your documents in existing Document Management systems and directly access them. Reduce rework.
Integration with Payment Processing/Invoicing System Payment processing can be integrated with your bank account/credit card or even an existing accounting process, for an integrated enterprise solution. Greater financial control and ability to track expenses from organization perspective.
Integration with Existing Case Management/Matter Management Software Link case information in third party software using Case ID. Integral solution linking information scattered in disparate systems.
Easy Personalization Comprehensive out of the box functionality which can be easily Personalized or Customized based on your needs from installation specific standards, practices, processes and rules. Fully integrated solution.
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Fusion Datasheet
A Guide to Legal Hold Management