Empowers legal and IT professionals to manage defensible legal workflows
Atlas eDiscovery Process ManagementTM empowers attorneys, paralegals, and discovery professionals to efficiently manage a rigorous, highly defensible legal holds workflow. It enables corporate legal organizations to use outside counsel more efficiently by electronically pre-interviewing custodians and reducing the scope of the data required to be collected and reviewed. Atlas eDiscovery Process Management automates the communication of discovery requirements and facts between IT and legal staff, including action item assignments, notifications, alerts, work planning, and searches through holds and collections. Atlas eDiscovery Process Management helps produce a more reliable, defensible process record for improved, more cost-effective legal outcomes.
Benefits for Legal
Effectively manages custodians
Scopes and manages custodians and data sources more efficiently and with greater precision.
Automates hold publication
Streamlines and automates hold publication to reduce manual tasks and associated errors significantly.
Delivers effective virtual interviews
Provides the capacity to conduct more effective virtual interviews and automate follow-ups based on superior interview results.
Controls, monitors, and manages discovery
Enables your legal staff to control, monitor, and manage the discovery process from start to finish to provide more accurate and efficient record keeping.
Benefits for IT
Coordinates discovery tasks
Delivers the ability to effectively coordinate discovery tasks to manage, find and view collection data more easily.
Aligns IT collection task management
Avoids costly duplication of efforts by aligning IT collection task management efforts between your legal and IT staff.
Streamlines the collection workflow
Enhances your collection workflow with better browsing, viewing, and logging capabilities.
Enables workload visibility
Enhances visibility into your discovery workloads and assets for better planning and resource allocation.
Key Features
Control, monitor, and manage the discovery process
Define, track, and monitor various preservation, collection, and discovery activities in a single system of record for higher integrity and less manual record-keeping. Follow the natural sequence of events and iteration throughout a typical matter lifecycle. Automatically detect exceptions to holds, collection requests, and interviews, and send alerts to legal staff through email or dashboards. Specify the legal team for highlighted matters and share alerts and action plans automatically.
Scope and manage custodians and data sources
Segment and manage messages for large custodian lists. Identify custodians by numerous attributes, including their responsibilities for records or IT systems and their involvement in the issue in dispute — by department affiliation, function, role, and other criteria. Define and track data sources involved in matters. Add and remove data sources as matter-of-facts change. Track terminated employee assets and alert appropriate legal staff when custodians in their holds transfer or terminate.
Conduct effective virtual interviews and automate follow-ups
Combine initial hold notices with custodian questionnaires and incorporate hold compliance tracking. Establish intervals for re-issuing questionnaires, track responses, and set escalations for non-responses. Author a library of standard questionnaires. Update questions as needed. Automatically collate recipient responses by group, question, answer, and follow-up actions. Set automatic alerts and action items for specific answers.
Coordinate discovery tasks
View past and current collection activity in a single, convenient dashboard. Search for current legal holds and collections by employee or system. Avoid inadvertent disposal of data on hold. Log legal requests automatically in your ticketing systems. Deliver full hold and collection instructions with thorough and relevant custodian and data parameters in a collection workbook. Share tasks and job lists throughout the data collection team.
Streamline the collection workflow
View collection instructions by custodian, capture notes and upload data, and document the location of collected information stored outside of Atlas products. Browse a matter collection by custodian, or browse for collection requirements by custodian across multiple matters. See relevant instructions on a single page, including thorough employee information. Explore notes from legal staff on the custodian’s data set, parameters, and date ranges. Quickly identify work already done on a collection.
Gain visibility into discovery workloads and assets
View open and closed tasks by individual and view individual staff workload status. Get accurate projections and automatic updates for future quarters to improve staff planning. Align IT resources with anticipated workloads. Use dashboards for visibility into workload by staff, type of discovery, and asset class. Search for terminated employees to determine active holds and collections. Dispose of terminated employee data when appropriate.
Align IT collection task management
Support thorough, precise instructions and self-service options for data collectors. Use a collection job dashboard designed for discovery coordinators to track workloads and view reports by system, custodian, and collector. Select a task from a list and complete some or all of its elements. Log, index, and update an audit trail automatically for uploaded documents collected with Atlas products. Index document types using database indexing capabilities for selected Atlas and database products.
Provide collection templates for data source types
Choose from multiple collection templates that include fill-in-the-blank capabilities for collection requestors. Set up data sources, including email messages, file shares, and applications, with corresponding collection templates to create collection workflows. Specify a discovery delegate or steward for data sources.
