Discovery Agent Product Details

Workflow Management

• Tracking of discovery data from initial notification through production.
• Administrators can create workflows and assign tasks on a matter-by-matter basis.
• Workflows can be created on the fly or from user-defined templates.
• Automated email notifications can be sent to team members participating in any desired workflow steps.

Litigation Holds

• Litigation holds are based on user-defined templates. There is no limit on the number of templates and they can be public or private.
• Issue litigation holds to individuals, groups, by specific criteria, or to all custodians for a matter. The email is time and date stamped when it is sent and upon it's acknowledgement, in compliance with federal rules.
• Reminder notices are sent at user-definable time increments.
• Escalation of non-acknowledged preservation notices is based on a user-definable time frame specified for each hold.
• Users can track holds from first notification to acknowledgement through escalation and final rescission.
• Reports for active holds, hold activity, non-acknowledgement and multiple holds per custodian.

Physical Evidence

• Discovery Agent provides a detailed chain of custody logging.
• Supports bar-code labeling of evidence.

Searching and Filtering

• Extensive searching and filtering allows for quick location of matters, custodians, physical evidence, litigation holds, and workflow status.
• Supports powerful reporting of matters, custodians, physical evidence, workflow status, emails, and litigation holds.

Integration

• Integration with human resource systems to reduce the manual entry required for human resource and organizational related information.

Reporting and Metrics

• Extensive reporting capabilities to track the progress of discovery collection, processing, review and production.
• Extensive reports to track the progress of litigation holds.
• Reports are available in HTML, PDF, Excel, RTF, comma- and tab-delimited text file, and XML.
• Data collection histories are available to easily and quickly identify previously collected data.
• Identify trends and patterns in discovery efforts

Platforms

Discovery Agent is available two ways:

• Software as a Service (SaaS): allows customers with a small number of matters, firewall issues with their partners, challenging IT environments, or those that wish the ease of Software as a Service (SaaS) to use Discovery Agent.
• Software License: deploy Discovery Agent in your environment utilizing your existing hardware. Deployment and integration can be performed by Digital Strata Professional Services.

System Requirements

• Software License
• Operating System: Windows 2003 Server or Macintosh OS X Server
• Database: MySQL, Microsoft SQL Server 2003 or later, Oracle 10g or later
• Java Server: Tomcat 5.5 with Java 1.6
• Software as a Service
• Microsoft Windows – Internet Explorer 6 or later, Firefox 2
• Macintosh OS X – Safari 3 or Firefox 3