Exterro is an end-to-end solution that manages data across compliance, litigation, and privacy obligations. The Exterro Orchestrated E-Discovery Suite allows the users to manage, measure, and eventually optimize e-discovery processes, thus unifying every phase of e-discovery across the EDM. The platform’s Legal Governance, Risk, and Compliance (GRC) solutions enable the user to address their privacy, compliance, legal ops, e-Discovery, security requirements, and litigation risks effectively, efficiently, and comparatively at a lower cost. Exterro’s e-discovery and privacy software are accessible for users as individual products or a complete end-to-end orchestrated solution. The E-Discovery products include Legal Hold, Legal Project Management, Data Management, ECA or Collection or Processing, Review, and Production. The Privacy products include Data Inventory, Data Subject Access Request, Data Retention, Vendor Risk Profiling, and Consent Management. The Risk Management or Compliance products include File Analysis, Data Source Discovery, Incident and Breach Management, Employee Change Monitor, FOIA/PRR Response, and Policy Management.
| Support | 24/7 (Live rep) Business Hours | Customer Type | Large Enterprises Medium Business Small Business |
| API | NA | Location / Phone Number | Oregon, United States / 503-501-5100 |
| Deployment | SaaS/Web/Cloud Installed - Windows Installed - Mac | Category | eDiscovery Software |
Disclaimer: The pricing details were last updated on 02/01/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Exterro is eDiscovery Software. Exterro offers the following functionalities:
Learn more about Exterro features.
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No, Exterro does not provide API.
What do you like best?
The value offered by Exterro is unmatched in the industry. Exterro is very open to new ideas and takes feedback to build features into the product road map. We are looking forward to the partnership with Data Inventory and Jordan Lawrence integrations. This will be valuable to know where data is located within our environment.
What do you dislike?The integration with outlook needs help.
Recommendations to others considering the product:Exterro has a well balanced platform that meets the needs of complex legal holds to meet all the requirements needed for an eDiscovery. We consider them valuable business partner of ours.
What problems are you solving with the product? What benefits have you realized?Having Exterro with the amount of litigation cases allow us to deliver high quality results under a lower total cost.
What do you like best?
I enjoyed the ability to actively participate in the demo. I learn best by working through things, so this was definitely suited to my learning style. We were able to have our own test accounts and the ability to actually work through the platform. We were also extended the invitation to utilaize the ECM under our demo accounts for more practice with the tool. The Exterro team was very willing to answer questions throughout the training, and expressed their availability even after the duration of the training.
What do you dislike?There was nothing that I can say that I disliked. The team was very friendly and took the time to answer questions, as well as slow down and repeat steps to ensure that we understood every step.
Recommendations to others considering the product:The support you will receive during setup, implementation, and the duration of use is unmatched. Highly recommend to anyone interested in trying. This tool allows a company to be confident that they are doing everything in their power to ensure seamless employee experience.
What problems are you solving with the product? What benefits have you realized?Exterro is making the line of communication between legal, IT, and HR virtually seamless, as we are able to better manage legal holds and the custodians associated with them. By allowing us to enact better communication between departments, we run much smaller risk of losing data due to lapses in communication. This is essential from a legal perspective and can ultimately save the company in the long run. The tools are pretty user friendly, and support is always available when needed. The training being provided echoes Exterro's commitment to its clients and makes me all the more confident in using it for day-to-day legal operations.
What do you like best?
I like that it is able to integrate with Legal Tracker. This allows us to keep all our matters linked, so we can keep everything in sync with each other. I also like how easy it is to use and create a legal hold. The template feature is great and makes creating legal holds so much easier and faster. All our holds can be uniform, so that no matter is missing any important information because the template is already there for us to use. I really enjoy the escalation feature as well, as this helps keep everyone accountable for acknowledging and reading the legal hold.
What do you dislike?So far, I do not like that we are only able to have one approver on a matter. We have a two verifier minimum on our legal holds, so it would be helpful for that limit to increase. I would like to be able to send it to my next level manager, then she approve it, then be able to send off to the attorney handling the matter next for approval and issuing. Another issue we have run into, is when my attorney is being assigned the task of approving, she is unable to go into the matter and edit the legal hold. It would be nice if she were able to do so herself, instead of having to reach out to me and make the edits before issuing.
Recommendations to others considering the product:Make sure you ask any questions or bring up any concerns you may have with the software to your account manager before the GO LIVE date, to ensure that the implementation is seamless. There is nothing worse than having a new program, when you are unsure of how it works/doesn't end up offering everything you needed. You want to make sure the program is tailored to exactly what your company needs. This will eliminate any issues arising after you begin using as your new legal hold program. Overall, we had very little hiccups with our go live because we had meeting after meeting with our account manager making sure we had everything in line. Definitely attend the training courses that Exterro provides, because they are extremely hands-on and helpful when you are just starting out. This will also alleviate any pending issues you have once you actually begin using the program. Play with the system so that you can become comfortable with the different features offered, and customize your page to make it easiest for you to navigate. There are so many different things that can be suited to your wants, that this system is well adapted to handle. We have a team of what we call "Champions", and these individuals were part of the initial integration and all of the meetings learning how Exterro worked. We now utilize them if we have any questions about the program that they can simply answer for us, so that we do not have to reach out to the support desk or our account manager for help.
What problems are you solving with the product? What benefits have you realized?It is an easier view to see how many legal holds each custodians in involved in. It is almost integrated through our HR system, so that is extremely helpful when an associate no longer works for the company. Another problem we faced with our other platform was the lack of the accurate audit log. Exterro provides a real-time audit log of any changes that are made, and that is super helpful for us. I also really like the escalation feature, because that was a big issue with our last system. It was difficult to ensure that each custodian was acknowledging the hold. I like that Exterro automatically reissues the legal hold, and will escalate to the supervisor if the custodian has failed to acknowledge the hold.
What do you like best?
Ease of use and consolidation of features and functionality in one system.
What do you dislike?I don't have any specific dislikes that I can speak to
Recommendations to others considering the product:I would recommend that in connection with using the system, users should explore other services offered by Jordan Lawrence and Exterro, including data minimization and record management consulting services.
What problems are you solving with the product? What benefits have you realized?We have realized a number of operational efficiencies in our legal department operations by centralizing the management of our legal hold process and data privacy initiatives using the Exterro system and leveraging its robust reporting functionality to keep our business units apprised of their obligations with respect to these important functions.
What do you like best?
The Exterro platform is user friendly and robust.
What do you dislike?There is not anything I dislike about it.
Recommendations to others considering the product:The best e-discovery platform on the market.
What problems are you solving with the product? What benefits have you realized?Keeping track of all the custodians. Issuing legal holds, locking down email and OneDrive documents. Cost savings.
What do you like best?
The tool I use the most is legal holds. I create the legal holds for our company and find this tool very helpful as it streamlines the process.
What do you dislike?I don’t think I can answer this as I have only used the legal hold tool and find it very helpful.
What problems are you solving with the product? What benefits have you realized?The problems we are solving is we are able to get legal hold out faster than before we had Exterro. Custodians are able to view all the information, we are able to edit holds quickly and resend holds which is all very beneficial!
What do you like best?
Powerful, intuitive, and flexible tool to meet myriad legal and compliance needs.
What do you dislike?Product enhancements not as frequent as I would like--Client Ideas Portal is slow-moving.
Recommendations to others considering the product:Crawl, walk, run! Platform has plenty of runway to support diverse operational gols.
What problems are you solving with the product? What benefits have you realized?Helps meet legal and compliance needs for diverse lines of business.
What do you like best?
Easy use platform that coordinates all facets of tools available. Has incorporated privacy component for non-US custodians. Speedy response from tech support when assistance required.
What do you dislike?Could use more global applications, but happy with what we have.
Recommendations to others considering the product:Try at least part of their platform and you will be able to use all other pieces of it.
What problems are you solving with the product? What benefits have you realized?Legal hold consistency and reliability. Love the reminder system and tracking reports.
What do you like best?
Exterro is a robust product. I like the fact that integrates with other software such as Passport and Legal Tracker.
What do you dislike?Some of Exterro's functionality is clunky - interview module, etc.
What problems are you solving with the product? What benefits have you realized?recently resolved IPP problem
What do you like best?
That Exterro integrates your legal hold, public records, and security needs in one place.
What do you dislike?I have not found any downsides yet but am interested to see how Jordan Lawrence is integrated into the platform.
What problems are you solving with the product? What benefits have you realized?Exterro has made our legal hold and public records requests processes repeatable and defensible. Also, having one system of record is very beneficial.
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