E-Discovery
Introducing Exterro Modern View for Legal Hold
July 26, 2024
In today's fast-paced digital landscape, legal and IT professionals require tools that enhance efficiency and streamline complex processes. Exterro, a leader in data risk management, is excited to announce the launch of Modern View, an innovative update to the Exterro Legal Hold software. This blog post will walk you through what Modern View is, highlight its key benefits, provide instructions on how to access it, and guide you on how to learn more.
What is Modern View?
Modern View is Exterro's latest user interface designed for the Legal Hold module. This new interface introduces a streamlined, intuitive experience that allows users to manage their legal holds more effectively. The goal is to provide a visually appealing, efficient, and user-friendly platform that caters to the needs of legal professionals and IT managers.
Initially, users will have the flexibility to switch between the traditional view and Modern View using a convenient toggle switch within the Legal Hold module. This seamless transition ensures users can explore the new features and functionalities at their own pace.
Key Benefits of Modern View
Modern View offers numerous advantages that make it a valuable tool for legal professionals. Here are some of the most noteworthy benefits:
Matter-Centric View
Modern View provides a unified snapshot of your matter, allowing you to quickly understand, manage, and oversee your entire e-discovery workflow. From preservation to review and production, you get a comprehensive view that simplifies case management.
Personalized User Experience
Another standout features of Modern View is the ability to customize your legal hold workflow. Users can add or remove columns, apply filters, and save personalized views. This customization ensures that your interface reflects your organizational or team workflows, saving time and increasing efficiency.
Improved Legal Hold Workflow
Modern View enhances communication and collaboration between custodians, legal teams, and hold administrators. With improved task management, including a "Suggest Other Custodians" workflow, and faster page loading times, managing legal holds has never been easier.
How to Access Modern View
Accessing Modern View is straightforward and user-friendly. Within the Legal Hold module, you'll find a toggle switch that allows you to switch between the traditional view and Modern View. Here's how you can get started:
- Locate the Toggle Switch: Open the Legal Hold module and look for the toggle switch.
- Switch to Modern View: Flip the switch to transition to Modern View. You'll immediately see the new interface and its enhanced features.
- Explore New Features: Take some time to familiarize yourself with the Modern View. Experiment with the different functionalities and see how they can benefit your workflow.
- Switch Back if Needed: If you prefer the traditional view, you can effortlessly switch back by flipping the toggle switch again.
Benefits of Matter-Centric View
The matter-centric view in Modern View offers a holistic approach to case management. By providing a unified snapshot, users can oversee all aspects of their matter from a single interface. This feature is particularly beneficial for managing multiple cases simultaneously, ensuring that nothing falls through the cracks.
Customization for Efficiency
Modern View's customizable interface is designed to reflect your specific workflows. Whether you need to add or remove columns, apply filters, or save personalized views, the interface adapts to your needs. This level of customization not only saves time but also enhances efficiency by providing quick access to the information you need most.
Enhanced Task Management
Effective task management is crucial for legal hold workflows, and Modern View excels in this area. The "Suggest Other Custodians" workflow streamlines the process of identifying relevant custodians, while faster page loading times ensure that you can complete tasks more quickly and efficiently.
Improved Communication and Collaboration
Modern View facilitates better communication and collaboration among custodians, legal teams, and hold administrators. The enhanced task management features and streamlined workflow make it easier to coordinate efforts and ensure that everyone is on the same page.
Faster Page Loading Times
One of the most noticeable improvements in Modern View is the faster page loading times. This enhancement ensures that you can access the information you need without delays, improving overall productivity and efficiency.
Next Steps
Modern View represents a significant advancement in the realm of legal hold management. With its matter-centric view, personalized user experience, and enhanced task management, it offers a superior platform for legal professionals and IT managers. The new interface not only simplifies complex workflows but also enhances efficiency and collaboration. And better yet, other modules in Exterro's data risk management platform will be transitioning to modern view over the coming months, bringing these benefits to all Exterro users.
To learn more about Modern View and how it can benefit your organization, download our detailed product brief. This comprehensive document provides in-depth information on the new features and functionalities, helping you make the most of this innovative update.