Arctera™ Insight eDiscovery Help

Advanced iterative search capabilities

Insight eDiscovery enables you to accelerate eDiscovery and investigations with powerful search capabilities to deliver fast results. Insight eDiscovery enables you to build iterative searches using multiple criteria and to refine searches until the relevant information is located. If you add any criteria that narrow the search results too significantly, you can delete the term that limited the results, without re-building the entire search.

Once the desired criteria are established, you can save the search. If you save the search as an on-going search, any new items that meet the criteria are automatically found, which significantly reduces review time. Phrase, Boolean, proximity, and wildcard search functionality enables relevant information to be found quickly, and allows further refinement of search results before export.

Collaborative eDiscovery workflow

Insight eDiscovery provides a built-in collaborative workflow. Insight eDiscovery's case management capabilities enable multiple reviewers to interact and collaborate on a specific case. Once a case is created, you can provision each reviewer with distinct privileges within the case. Reviewers can review messages, view case logs and reports, create exports, manage other reviewers, and edit a case, depending on their privileges. The external reviewers can have the additional privilege - download shared export - that allows them to download the exports shared by the administrator.

A reviewer with access to a case can use the extensive search capabilities to search the archives of the custodians involved. Searches can be saved and assigned to various reviewers to distribute the workload and expedite the eDiscovery process.

A reviewer can place archived information on legal hold, apply review status tags and labels, categorize information, and add notes for other reviewers.

Flexible export options

Designated reviewers and administrators can perform online exports of search results. The ability for you to export data yourself minimizes your IT team's workload.

You can export archived information from the archive in EML, PST, and NSF formats, with or without EDRM XML files. The archived information can then be imported into solutions like the Arctera™ Insight eDiscovery Platform. An authorized reviewer or administrator can name and password-protect their exports.

Hit-highlighting

When reviewing search results, you can quickly identify where your search terms or applied tags appear using hit highlighting. The Preview pane also provides navigation controls to move between each occurrence within the item. For more details, See About Hit Highlighting.

Reporting

Insight eDiscovery offers reporting functionality for reviewers and administrators to view audit trails for individual messages, or to view the history of an entire case.

Print to PDF

Insight eDiscovery offers the Print to PDF feature in both, the Investigations and the eDiscovery tab. You can print collaboration messages collected from the MS Teams collectors using the Print to PDF feature.

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InsightAI assistant

The InsightAI icon is visible only if this service is enabled for your account. Acting as your built-in AI assistant based on Open AI GPT-4.1 Nano model, it delivers faster, smarter, and more reliable answers from both new and saved searches by generating context from emails, collaboration messages, and files. You can use the predefined prompts or enter your own prompt (query) to generate context.