Evidence Optix® is a SaaS platform for early discovery scoping, custodian evaluation, proportionality analysis, and data source tracking throughout the litigation lifecycle. Built on a patented workflow, it enables corporate legal teams and outside counsel to make structured, defensible decisions at the earliest stages of a matter before data collection begins.

Key features and functions include:

Custodian Evaluation and Ranking An attorney-driven, technology-enabled process for assessing custodian relevance through surveys and interviews. Custodians can be segmented into groups and assigned tailored questionnaires to support faster and more precise relevancy determinations.

Discovery Cost Modeling Tools for building and comparing cost scenarios based on custodian and data source rankings. Provides real-time metrics and cost projections to support negotiation, motion practice, and budget planning.

Data Source Tracking Tracks each data source across the full litigation lifecycle, from collection through disposition. Provides structured documentation to support defensibility and transparency throughout the matter.

Centralized Documentation and Decisioning Records interview questions, custodian responses, and attorney decisions in a single location. Supports consistency across matters and provides an audit trail for strategic decisions.

Integrated Email Communications Allows legal teams to send custodian surveys and follow-up reminders directly from within the platform, with response tracking built in.

Proportional Discovery Assessment® A patented workflow that aligns the scope of discovery with the merits of the case. Supports early identification of priority custodians and key data sources to reduce collection burden and costs. This framework is the basis for discovery proportionality guidelines currently used in judicial pilots in the United States.

Evidence Optix® has been recognized by the National Law Journal as a 2021 Legal Technology Trailblazer and was selected by the Georgetown Law Global Advanced eDiscovery Institute as an innovation in eDiscovery.