Product Overview: Insight Optix – Evidence Optix
Insight Optix is a legal technology company that has developed a revolutionary SaaS solution, Evidence Optix, designed to transform the eDiscovery process by enhancing control, organization, and efficiency throughout the litigation lifecycle.
What Evidence Optix Does
Evidence Optix is an attorney-driven SaaS solution that addresses the longstanding issues of excessive and overzealous discovery. It empowers legal teams to deploy an actionable, proportional discovery workflow that mitigates risk and initiates significant cost savings. By establishing a consistent and collaborative process for early case strategy and discovery scoping, Evidence Optix helps legal teams gain earlier insights into custodians and data, driving more informed decisions and reducing the volume of data moving downstream.
Key Features and Functionality
1. Early Case Strategy and Discovery Scoping
Evidence Optix facilitates early discovery scoping, allowing legal teams to develop clear discovery strategies and run cost scenarios. This approach strengthens negotiations and motion practice with powerful metrics, aligning the scope of discovery with the merits of the case.
2. Enhanced User and Matter Permissions
The latest version, Evidence Optix v3.0, includes enhanced user and matter permissions to provide greater security and control. This allows multiple stakeholders to work within and across matters with the appropriate visibility and functionality.
3. Comprehensive Reporting
The solution offers expanded reporting functionality, including:
- Custodian fact sheets
- Custodian relevancy and data source ranking reports
- Custodian relationship reports
- Legal hold release/retain assessment reports
These reports are invaluable for negotiations, meet and confer conferences, and ensuring that all relevant custodians are identified.
4. Centralized Collaboration and Decisioning
Evidence Optix enables centralized documentation and metrics, recording every interview question, custodian answer, and attorney decision in one place. This ensures consistency, defensibility, and productive communication between in-house legal, IT, outside counsel, and vendors.
5. Proportional Discovery Assessment
The solution includes a patented workflow for proportional discovery assessment, which helps in evaluating and prioritizing relevant custodians and identifying key data sources. This approach narrows the scope of discovery early, reducing costs and burden downstream.
6. Data Source Tracking and Logistics
Evidence Optix tracks every data source throughout the litigation lifecycle, providing defensibility through clear documentation. It organizes custodians and data sources based on their rankings, with real-time metrics and cost projections.
7. Ease of Use and Deployment
The platform is user-friendly, requiring no software installation, and legal teams can be trained in just an hour. A matter can be spun up and ready to go in just a few days, making it highly accessible and efficient.
8. Security and Compliance
Evidence Optix is hosted on Amazon Web Services (AWS) and is SOC 2 compliant, ensuring the highest levels of security and trust in protecting clients’ data.
Benefits
- Cost Reduction: Dramatically reduces eDiscovery costs by managing the number of custodians and data sources moving downstream.
- Risk Mitigation: Mitigates risk throughout the litigation lifecycle by providing a defensible, transparent, and effective discovery process.
- Efficiency and Collaboration: Enhances efficiency and productive communication among all stakeholders, ensuring consistency and defensibility in the discovery process.
- Innovation and Recognition: Evidence Optix has received numerous innovation awards and is recognized by legal professionals and judges for its contribution to new discovery proportionality guidelines.
In summary, Evidence Optix by Insight Optix is a groundbreaking SaaS solution that revolutionizes the eDiscovery process by offering a comprehensive, collaborative, and cost-effective approach to discovery scoping, data source tracking, and proportional discovery assessment.