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Early Case Assessment
Legal Holds

Fully integrated with early case assessment tools and online eDiscovery management.


ESI365 Legal Hold is an integrated, easy-to-use legal hold management solution that doesn’t require software to be installed or additional hardware to be purchased.


  • Simplified legal hold management; within minutes you can create and distribute legal hold notices online

  • Automated reminders, acknowledgement tracking and detailed audit reports ensure defensibility

  • Avoids miscommunications, confusion and errors which can spawn additional costs, adverse judgments and sanctions

  • Replaces cumbersome spreadsheets and communications with an efficient workflow and centralized online control panel


Custodian Questionnaires


The ESI365 Custodian Questionnaire is fully integrated with ESI365 Legal Hold and allows administrators to set up and manage online surveys to find facts to facilitate legal discovery and corporate compliance.


  • Reduce legal costs by focusing-in on only those employees that have relevant documents and information

  • Minimize the burden placed on employees when asked to assist the legal team with understanding what may have happened related to a lawsuit or regulatory investigation

  • Allow custodians to interact with the Legal team at their convenience from any computer, tablet and handheld device


Data Preservation & Collection


Legal holds are not enough - data must be preserved! Preservation is a REQUIRED LEGAL DUTY for parties involved in litigation, regulatory examinations and other legal matters. More broadly, "preservation" includes legal holds (notifying people to not delete or alter data) AND gathering copies of relevant data so as to ensure a secure preserved set of data for legal purposes.


Preserving data for legal purposes is challenging. It requires sophisticated technical and forensic processes. Today, most organizations preserve data in a highly manual and cumbersome way.


Early Case Assessment


Easily gain insight with our Data Profiler with Instant reports of data types and quantity of files for each Custodian before any Data Collection begins


  • Used BEFORE data is collected

  • High view of data sizes, counts and types

  • Runs remotely with no installation required

  • Scan users with no installation required

  • Live updates and reporting

  • True Early Case Assessment

  • Gain an edge going into the 26(f) meet & confer


eDiscovery Processing & Review Preparation


Efficiently prepare your collected email and electronic documents for subsequent review and analysis by the legal team.


First, choose all the collected email and documents, and then filter the entire collected data set. Deliver data sets for review based on filtered results that include culling criteria such as – by custodian, data type, file type, custodian identification, or keywords.


Use ESI365 to identify duplicates using its advanced tools for cross‐custodian de‐duplication, filtering with search terms and phrases and other options to further cull processed data to manageable levels, reducing costs at each step and giving you unprecedented control over your legal document review. Review set deliveries can be formatted by choosing a memorized and custom template for transfer and seamless load to many of the most popular document review and analysis tools and platforms.


  • Prepare filtered data for legal review

  • Supports industry standard eDiscovery formats

  • Secure and fast downloads

  • Deliver Collected Data for Attorney Review


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