Epiq Discover Features

Capture case information from multiple communication channels

Deliver rules to assign cases based on type and priority

Ability to escalate cases using workflows

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Track all activities related to a case, including audit trails

Provide metrics to track case progress or success rates

Monitor various types of case compliance

Collects documents from various data sources while producing an auditable trail.

Processes documents and extracts relevant information via metadata combing, native application imaging, and domain parsing.

Identifies case-relevant, or responsive, documents, and provides document filtering and tagging.

Analyzes discover projects and produces data visualizations based on available project information.

Provides templates for different project types.

Leverages machine learning to automatically review and analyze documents under review.

Tracks and reports on reviewer activity for specific projects.

Isolates and protects privileged or password protected documents.

Produces compliant, litigation-ready documents based on ESI.

View and track pertinent metrics to find patterns and gain insights from data

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pull information from scanning entire documents

Convert paper files into digital images

A record of all activities within the system, including user access, changes made, etc.

Import and export data to and from software applications

Search for specific words or phrases within a document or database

Organize and group data or items based on various criteria

Application programming interface that allows for integration with other systems/databases

Track and document all activities across devices, networks, and other systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and manage adherence to policies for any service, product, process, or supplier

Store and organize documents in a centralized system

Securely stores data to prevent data loss or breaches

Create, design and manage workflows for repetitive tasks

Use AI to generate content in the form of text, images, videos, etc.

Ability to recognize printed or written text within digital images or scanned documents

Graphical representation of data

Identify specific keywords in documents

Retrieval of embedded metadata that is present within a file

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Supports multiple file formats, such as Doc, Docx, PDF, HTML, etc.

Manage/customize policies to organize data and determine where data should be stored or archived and for how long.

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Store, manage, and track all electronic documents in a centralized location

Leave comments and notes on documents for others to view

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collect and maintain structured information that describes data or content

Identify topics to prioritize document research

Ability to interact with the application using human languages such as English

Extra layer of security that requires not only a password and username but also something specific to that user

Alter the layout and content of reports

Compile and organize data into specific metrics

Define levels of authorization for access to specific files or systems

Compare new data with existing records to detect duplicate entries

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Define levels of authorization for access to specific files or systems

Graphical representation of data

Create, manage and track all task activities and progression

Configure existing workflows to meet your organization's needs

Securely stores data to prevent data loss or breaches

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track the status over time for a request, process, asset, or transaction

Administration and control of evidence related to investigations/cases

Access and track notes regarding case activities and updates within case files

Manage and support multiple locations

Manage and track all disruptions and incidents

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Activities related to the initial admission of a charge into the organization's care

Investigate and take action at root cause or error in processes to prevent recurring issues

Allow users to access multiple services after entering their login credentials once

Initiate collection and analysis of known risks

Ability to record, store, update, and retrieve information

Collect and record basic information related to suspects

A system that allows access to a database structure without relying on an external program

Ability to handle large datasets

Finding, identifying and collecting information for legal proceedings