Documents
Keep the record together
Upload documents to the right matter. Preview, download and retain exact versions without losing their case context.
Documents in context.
Sources behind the theory.
Review before sharing.
One product. The whole discovery record.
Keep the documents, the review and the developing case theory connected.
Discovery review
Organize the material
Classify documents with categories, tags and discovery layers. Filter the record and review related documents together.
Search
Find the relevant record
Search authorized document metadata by matter, client, jurisdiction and classification. Keep useful filters in the search URL.
Timeline & strategy
Connect facts to the theory
Link dated events, facts, witnesses and issues to their document sources. Keep the working theory alongside the record.
AI assistant
Analyze with the source in view
Ask questions of selected text documents and PDFs with selectable text. Keep source-version citations and attorney review attached to each draft.
Collaboration
Move the review forward
Assign tasks, follow deadlines and work with authorized consultants. Share approved updates and selected document versions with clients.
Security for a private case record.
Keep access deliberate, document versions traceable and collaboration accountable.
The right people, the right records. Access follows the organization, the case and each person’s authorized role.
- Case and document access is checked against each person’s authorized role.
- Private document versions are opened through authenticated application routes.
- Clients receive approved updates and explicitly shared document versions.
- Material actions retain the acting person and case context in the activity record.
A discovery workflow with a clear record.
From the first document to an approved update, keep the source within reach.
01Collect
Open a matter, bring in documents and preserve their versions.
- 02
Organize
Apply classifications and discovery layers to focus the review.
- 03
Connect
Build the timeline and link facts, issues and analysis to sources.
04Review & share
Complete attorney review, then publish approved client updates.
Built for the organization and its discovery team.
Give legal teams a common case workspace and keep consulting contributions attributable.
Organization workspace
A shared matter workspace
Work together on authorized cases with document review, source-linked facts, tasks and a record of material activity.
Discovery consulting
Expert help with a visible record
Authorized platform consultants collaborate across matters using their own identity. Their document reviews, notes and contributions stay attributable.
Request access to Case Theory.
Bring your discovery workflow into one case workspace.
Contact / access
Tell us about your discovery needs.
Contact the access desk to discuss your organization, matters and document review workflow.