Atlas IT eDiscovery Process Management

Coordinate discovery tasks

• View past and present 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.

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.

Streamline the collection workflow

• View collection instructions by custodian, capture notes, 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; notes from legal staff on the custodian's data set; parameters and date ranges; and work already done on the collection.
• Upload documents or log evidence location, and record location in a matter audit trail.
• Track the status of discovery jobs throughout legal and IT departments to help avoid redundant record keeping and collections.

Provide collection templates for data source types

• Choose from multiple collection templates, which 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.
• Expand to larger and more detailed data source pools by working with IBM Disposal and Governance Management for IT.

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.