Fully integrated into our data risk management platform, Exterro Request Management provides your team with repeatable and defensible best practices for your legal and eDiscovery obligations.


Build repeatable, defensible workflows that match the processes your in-house team, service providers, or law firms use in the industry's only purpose-built project management solution for eDiscovery.

Exterro Intelligence powers our Request Management platform to seamlessly connect your internal teams, third-party providers, and external law firms through AI-driven, auditable workflows. By automating the busywork of task coordination and communication, it accelerates project timelines and delivers faster, fully documented outcomes your legal team can verify, explain, and defend in any matter.

Exterro Request Management coordinates all stakeholder activities, connecting internal project members, third-party providers, and external law firms with fully defensible, auditable workflows, built-in collaboration and communication, and documented processes.
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Intelligent dashboards update in real time, so you are always equipped with the most recent information about your ongoing legal matters, including custodians, activities, and timelines. Gain visibility into problem areas that may require prompt attention and act on them immediately.
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Exterro's ironclad commitment to securing data has earned us ISO 27001, SOC II, FedRAMP, TISAX, and HiTrust certifications.

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Everything you need to know about Exterro Request Management in one place
Generic tools don't understand legal workflows or chain of custody. Exterro is purpose-built for eDiscovery, natively connecting task tracking, legal holds, and custodian management under an immutable, court-defensible framework that generic tools simply cannot replicate.
Yes. It acts as a centralized Project Command Center. You can securely assign tasks, set deadlines, and track progress across internal teams, service providers, and outside law firms in one secure environment, completely eliminating disjointed email chains.
By replacing scattered Excel sheets with automated, repeatable process templates. Routine intake, collection tracking, and matter checklists are automated. Tasks that normally drag on for 30 to 40 minutes are triggered and logged up to 95% faster.
Completely. Unlike stand-alone legal workflow tools that create data and process silos, Request Management is native to our platform. A approved data request automatically kicks off the correct legal hold, custodian interview, or collection protocol instantly.
Competitors still struggle with cords, cloud-account password handovers, or specialized kits. Exterro uses patent-pending wireless technology. Once a secure network trust is established, collections run seamlessly over Wi-Fi without disrupting the employee's workday.
Our intelligent dashboards give you real-time visibility into custodian response rates, active collections, and project milestones. Legal Ops leaders can spot resource bottlenecks or unfulfilled requests instantly, stopping fire drills before they happen.
Our agentic AI automates the repetitive administrative busywork of routing requests, setting up checklists, and sending reminders. It orchestrates communication between stakeholders seamlessly, ensuring your exact playbook is executed and fully audited for defensibility.
Absolutely. You get a flexible, drag-and-drop workflow designer along with standard out-of-the-box legal templates. You can easily tailor custom intake forms, specialized interview questions, and step-by-step job aids to match your exact corporate protocols.
See Exterro Request Management live in action.
Learn more about Exterro Request Management and related product offerings with the resources below.

Download this product brief to learn about Exterro Request Management, which empowers teams with configurable, repeatable, defensible eDiscovery workflows.

Download this solution brief to learn how Exterro eDiscovery software can help legal operations professionals control spend and timelines while conducting ediscovery smarter.

Download this solution brief to learn more about the Exterro eDiscovery suite and how it can help your team conduct eDiscovery operations more efficiently without sacrificing defensibility.