New Software Features in Fusion 4
Visibility Into and Control Over Litigation Processes
Exterro Fusion™ 4 brings consistency, repeatability and defensibility to the e-discovery process, delivering immediate business value to legal departments and law firms. The Exterro Fusion software suite is mission control for legal and IT teams, providing a single point of management for legal information and processes. Fusion captures and translates relevant data, orchestrates project execution across the electronic discovery reference model (EDRM), and reports on the results. Fusion increases legal team productivity for faster, smarter execution of critical e-discovery and litigation management tasks. A critical part of any organization’s overall IT management strategy, Exterro Fusion™ 4 reduces legal risks today and underpins information governance controls in the future.
New Software Features
User Driven. User Friendly. User Focused.
Fusion’s e-discovery intelligence highlights action-triggering information for faster, smarter execution of mission-critical litigation tasks.
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Advanced Workflow Orchestration Out-of-the-box workflows deliver task details, timelines, deliverables, budgets and historical repositories for each EDRM stage. Exterro can quickly tailor these or create custom workflows for you that precisely mirror your unique business processes. |
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Notification Matrix Simple, configurable tool notifies the right people at the right time with the right message. Boost information security and control the group of recipients to prevent inadvertent disclosures. |
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Intuitive Navigation
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Fusion Integration Hub The Exterro Fusion™ Integration Hub sits at the heart of Exterro Fusion applications, enabling integrations with existing IT infrastructure and EDRM tools. The Hub provides a single point of management for litigation information and processes, captures and translates relevant data, orchestrates project execution across the EDRM, and reports on the results. |
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Smart Home View key metrics in real time, across all applications. Target action-triggering information to execute tasks quickly and keep projects on track for timely completion. Gain visibility into potential process bottlenecks, and make informed resource allocation decisions. |
Fusion Updates
Fusion Genome™
Genome™ is dynamic, shifting to reflect a company’s information landscape as it evolves. Through intelligent workflows and automated processes, Genome enables IT departments and legal teams to quickly visualize and analyze data source information to proactively scope case parameters.
Fusion Legal Hold
Fusion Legal Hold allows clients to send, track and manage defensible legal hold notifications in five easy steps, simplifying the process of creating a legal hold, identifying custodians and data, and issuing and tracking notifications through eventual release. Fusion Legal Hold provides the collaboration, automation, and usability required to provide a defensible approach to meeting today’s complex litigation hold needs.
Fusion Discovery Workflow Management
Discovery Workflow Management is a comprehensive workflow management solution that delivers streamlined, collaborative and configurable workflows 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 Electronic Discovery Reference Model (EDRM) process. It then drives through each phase and provides complete discovery history and chain-of-custody reports, as well as comprehensive vendor management tools.
Improvements
You spoke – we listened; and delivered. Exterro Fusion 4 includes more than 100 customer-driven innovations. Here are some of the key features that you’ll be interested in:
Rich search and scoping
Search for custodians or data stewards against a list imported via an integration with your HR system, or simple copy/paste. Alternatively, upload a purpose-built list from CSV, TXT or XLS files. Targeted search capability into legal hold activities delivers detailed accuracy at multiple levels and enables the legal team to scope legal holds based on relevant data points.
Acknowledgement filter
Rapidly escalate, resend or release multiple custodians or non-custodial data sources (NCDS) in one-click based on acknowledgement status.
Consolidated escalation notices
Automated report delivers a comprehensive view of employees’ compliance obligations; enables exception management for supervisors.
Custodian interview management and analysis
Create questionnaires and interviews for custodians, view comprehensive reports on survey results to scope holds and gather critical information.
GUID upload
Load lists of custodians and data stewards into holds. Speeds up interviews, projects and reports for proactive legal hold scoping.
Linked matters support
Link related matters and information to ensure all Fusion data is found related to a particular matter or type of matter. Ensures information related to more than one matter is not disposed with the release of a single hold; creating checks and balances to avoid spoliation.
History management
Meet your preservation obligations immediately; comprehensive visibility of relevant custodians (current and past).
Advanced searching capabilities
- Advanced search: Fielded search criteria deliver precision searching.
- Historical search: Comprehensive visibility of relevant custodians scoped by business unit, supervisor, and time frame or date of employment to guarantee broad preservation obligations are effectively met. Provides comprehensive visibility into company structure and relevant custodians, current and past, regardless of employment status or title. It’s now easier than ever to find data from a custodian who is no longer with the company, for example, or has moved to a new department within the company.
Templates
Notice, legal hold and interview templates are all located in a single centralized location and can be used whole or in part, and re-ordered using workflow orchestration to suit your business processes.
Drag and drop: Drag and drop legal hold notice text from template library into working window. Can be overwritten or modified as needed.
Custodians re-entry
Maintains custodian release history; quickly add released custodians back to Fusion Legal Hold with one click; prevents accidental removal of custodians and quick recovery from user error or change in facts of case.
Proxy acknowledgement
Acknowledge hold receipt and agreement on behalf of another user to meet timelines and compliance obligations.
Activity log reporting
Enhanced activity logs and comprehensive reports across matters and holds deliver total defensibility. “Show your work” to courts and opposing parties with automatically generated chain-of-custody reports and audit trails.
Report Builder
Menu-driven, configurable report generation delivers the ability to quickly access and effectively measure information and data on demand. Quickly compile reports on relevant metrics configurable to your specific needs, and export to Excel for desktop analysis.