Atlas eDiscovery Management

Empowers legal and IT professionals to manage defensible legal workflows.

Software Overview

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.

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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.

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