Discover Module
Know What Matters - Instantly.
Cut through the noise with targeted search, automated collection, and direct-to-review workflows. Faster answers. Lower cost. Less risk.
Why Discover
From legal hold to review. Automated.
Discover eliminates manual collection steps and defensibility gaps by automating custodian notification, data collection, and handoff to platforms like CollectionOne.
Legal Hold Enforcement
Issue and track legal hold notices to custodians with automated acknowledgement workflows.
Cross-Platform Collection
Collect from DMS, email archives, SharePoint, and third-party repositories in one pipeline.
Automated Staging
Deduplicate, classify, and stage content before it reaches review — reducing review volume.
Chain of Custody
Every collection event is timestamped, logged, and tied to a matter for full defensibility.
Full Coverage
Collect from every source. Hand off to any review platform.
Discover connects to all major legal data repositories and delivers processed, staged content directly into CollectionOne and other review environments.
- Cross-platform collection from DMS, email, and archives
- Chain-of-custody documentation for every collection
- Support for Confluence, ProofPoint, Enterprise Vault, and more
- Matter-scoped permissions and access controls
- Automated early case assessment (ECA) reports
Active Matter — Hold #2841
In ProgressWorkflow Library
eDiscovery workflows, ready to deploy
Pre-built collection and handoff workflows for common eDiscovery scenarios. Configure once, run repeatedly with full chain of custody.
NetDocuments to Collection
Collect from NetDocuments workspaces and stage directly into CollectionOne.
NetDocumentsCollectionExchange to Collection
Collect custodian mailboxes and deliver to Collection with metadata intact.
Confluence to Collection
Extract Confluence spaces for legal hold and deliver to review platform.
Enterprise Vault Collection
Collect from Enterprise Vault archives with full chain of custody.
Legal Hold Workflow
AutomateIssue holds, track acknowledgements, and manage custodian communications.
NetDocuments
iManageProofPoint Collection
Collect archived email from ProofPoint and stage for review.
SharePoint Collection
Collect SharePoint sites and libraries with metadata preservation.
Designed for Defensibility
Every step in the Discover pipeline is logged, timestamped, and attributable — so your collection process holds up under scrutiny.
Custodian Management
Track hold assignments, acknowledgements, and reminders across all matter custodians from a single interface.
Multi-Source Collection
Collect from iManage, NetDocuments, Exchange, ProofPoint, Confluence, Enterprise Vault, and more in a single workflow.
Matter-Scoped Security
Access to collection data is scoped to matter team members. Ethical walls are enforced at the collection level.
ECA & Volume Reporting
Get early visibility into collection volume, date ranges, custodian coverage, and deduplication savings before handoff.