eDiscovery Suite

Exterro eDiscovery is a cloud-based electronic discovery platform that supports the full EDRM workflow within a unified, governed environment. The platform is designed for corporate legal, compliance, and investigations teams managing data-intensive matters across multiple custodians, data sources, and jurisdictions.

Key features and functions include:

Legal Hold and Custodian Management
The platform enables users to create, distribute, track, and enforce legal holds with associated audit trails. Custodian questionnaires and guided online interviews can be used to gather information about relevant data prior to collection, supporting more targeted preservation decisions.

In-Place Preservation
Electronically stored information (ESI) can be preserved in its source location, reducing unnecessary data movement and maintaining tighter control over potentially responsive materials prior to formal collection.

Early Case Assessment, Collection, and Processing
The platform supports data volume assessment and custodian identification before collection begins, allowing legal teams to scope matters and make decisions about strategy and spend. Collection and processing tools are integrated into the same environment to reduce export-reimport workflows.

Review and AI-Assisted Analysis
Document review is conducted within the platform, with AI tools available to prioritize responsive documents and reduce the volume requiring manual attorney review. Agentic AI functionality is available to coordinate multi-step review workflows while preserving human decision-making at privileged or high-risk junctures.

Subpoena Manager
A dedicated workflow module centralizes subpoena intake, assignment, deadline tracking, and response documentation, providing an auditable alternative to email-based subpoena management.

Employee Change Monitor
The platform monitors employee status changes and triggers corresponding legal hold or preservation actions, reducing the risk of data loss when custodians change roles or leave an organization.

Data Source Discovery
Tools are available to identify and catalog enterprise data sources, providing visibility into where potentially relevant data resides before a matter requires formal action.

Integrations and Connectors
The platform supports integration with more than 190 enterprise systems, with prebuilt connectors for sources including Microsoft 365, Google Workspace, Box, Salesforce, ServiceNow, Workday, Slack, Snowflake, Databricks, AWS, Azure, Oracle, and SAP.