Workflow Management

Tracking of discovery data from initial notification through production.

Administrators can create workflows and assign workflows 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 recission.

Reports for active holds, hold activity, non-acknowledgement and multiple holds per custodian

Physical Evidence

Discovery Agent provides a detailed chain of custody logging.

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, 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 three 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.

Discovery Agent Appliance: the appliance bundles the Discovery Agent application, operating system, support software on a server. Drop-in a ready to run application into your environment. (Human resource data requires integration with your HR application.)

System Requirements

Software License
- Operating System: Windows 2003 Server
- Database: MySQL, Microsoft SQL Server 2000 or later, Oracle
  10g or later
- Java Server: Tomcat 5.5 with Java 1.6

Software as a Service or Appliance
- Web Browser: Microsoft Windows - Internet Explorer 6 or
   later, Firefox 2
- Macintosh OS X - Safari 3 or Firefox 3