Z-Discovery

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.

The integration with outlook needs help.

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.

Having Exterro with the amount of litigation cases allow us to deliver high quality results under a lower total cost.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

The best e-discovery platform on the market.

Keeping track of all the custodians. Issuing legal holds, locking down email and OneDrive documents. Cost savings.

Try at least part of their platform and you will be able to use all other pieces of it.

Legal hold consistency and reliability. Love the reminder system and tracking reports.

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!

Crawl, walk, run! Platform has plenty of runway to support diverse operational gols.

Helps meet legal and compliance needs for diverse lines of business.

recently resolved IPP problem

Monitoring legal holds, reducing outside counsel review costs