[ Epiq Di... Reviews ](https://www.g2.com/products/epiq-discover/reviews) [ Epiq Di... Reviews ](https://www.g2.com/products/epiq-discover/reviews) # Epiq Discover Features ##### ## Case Management (4) Intake Capture case information from multiple communication channels Assignment Deliver rules to assign cases based on type and priority Escalation Ability to escalate cases using workflows Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Show More ##### ## Analytics (3) Monitoring Track all activities related to a case, including audit trails Metrics Provide metrics to track case progress or success rates Compliance Monitor various types of case compliance Show More ##### ## Document Collection (2) Document Collection Collects documents from various data sources while producing an auditable trail. Document Processing Processes documents and extracts relevant information via metadata combing, native application imaging, and domain parsing. Show More ##### ## Document Review (8) Document Review Identifies case-relevant, or responsive, documents, and provides document filtering and tagging. Project Analytics Analyzes discover projects and produces data visualizations based on available project information. Project Templates Provides templates for different project types. Automated Review Leverages machine learning to automatically review and analyze documents under review. User Reporting Tracks and reports on reviewer activity for specific projects. Permissioned Access Isolates and protects privileged or password protected documents. Production Produces compliant, litigation-ready documents based on ESI. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Agentic AI - Investigation Management (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - eDiscovery (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Additional Functionality (40) Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Full Text Extraction Pull information from scanning entire documents Document Imaging Convert paper files into digital images Audit Trail A record of all activities within the system, including user access, changes made, etc. Data Import/Export Import and export data to and from software applications Full Text Search Search for specific words or phrases within a document or database Categorization/Grouping Organize and group data or items based on various criteria API Application programming interface that allows for integration with other systems/databases Activity Tracking Track and document all activities across devices, networks, and other systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Storage Store and organize documents in a centralized system Secure Data Storage Securely stores data to prevent data loss or breaches Workflow Management Create, design and manage workflows for repetitive tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Data Visualization Graphical representation of data Keyword Search Identify specific keywords in documents Metadata Extraction Retrieval of embedded metadata that is present within a file Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Multiple File Format Support Supports multiple file formats, such as Doc, Docx, PDF, HTML, etc. Data Retention Management Manage/customize policies to organize data and determine where data should be stored or archived and for how long. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Management Store, manage, and track all electronic documents in a centralized location Commenting/Notes Leave comments and notes on documents for others to view Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Metadata Management Collect and maintain structured information that describes data or content Topic Clustering Identify topics to prioritize document research Natural Language Search Ability to interact with the application using human languages such as English Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Reports Alter the layout and content of reports Indexing Compile and organize data into specific metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Duplicate Detection Compare new data with existing records to detect duplicate entries User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Show More ##### ## API (1) API Application programming interface that allows for integration with other systems/databases Show More ##### ## Reporting & Statistics (1) Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Show More ##### ## AI Copilot (1) AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Show More ##### ## Customizable Forms (1) Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Third-Party Integrations (1) Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Contact Management (1) Contact Management Manage, organize, and store contact information Show More ##### ## Workflow Management (1) Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Customizable Reports (1) Customizable Reports Alter the layout and content of reports Show More ##### ## Activity Dashboard (1) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Alerts/Notifications (1) Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Show More ##### ## Data Import/Export (1) Data Import/Export Import and export data to and from software applications Show More ##### ## Compliance Management (1) Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Document Management (1) Document Management Store, manage, and track all electronic documents in a centralized location Show More ##### ## Reminders (1) Reminders Timed notification for any upcoming task, deadline, appointment, or activity Show More ##### ## Mobile Access (1) Mobile Access Access software remotely via mobile devices Show More ##### ## Generative AI (1) Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Access Controls/Permissions (1) Access Controls/Permissions Define levels of authorization for access to specific files or systems Show More ##### ## Data Visualization (1) Data Visualization Graphical representation of data Show More ##### ## Task Management (1) Task Management Create, manage and track all task activities and progression Show More ##### ## Configurable Workflow (1) Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Secure Data Storage (1) Secure Data Storage Securely stores data to prevent data loss or breaches Show More ##### ## Audit Management (1) Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Show More ##### ## Audit Trail (1) Audit Trail A record of all activities within the system, including user access, changes made, etc. Show More ##### ## Search/Filter (1) Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Show More ##### ## Status Tracking (1) Status Tracking Track the status over time for a request, process, asset, or transaction Show More ##### ## Evidence Management (1) Evidence Management Administration and control of evidence related to investigations/cases Show More ##### ## Case Notes (1) Case Notes Access and track notes regarding case activities and updates within case files Show More ##### ## Multi-Location (1) Multi-Location Manage and support multiple locations Show More ##### ## Incident Management (1) Incident Management Manage and track all disruptions and incidents Show More ##### ## Inspection Management (1) Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Show More ##### ## Intake Management (1) Intake Management Activities related to the initial admission of a charge into the organization's care Show More ##### ## Corrective and Preventive Actions (CAPA) (1) Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Show More ##### ## Single Sign On (1) Single Sign On Allow users to access multiple services after entering their login credentials once Show More ##### ## Risk Assessment (1) Risk Assessment Initiate collection and analysis of known risks Show More ##### ## Records Management (1) Records Management Ability to record, store, update, and retrieve information Show More ##### ## Subject Profiles (1) Subject Profiles Collect and record basic information related to suspects Show More ##### ## Built-In Database (1) Built-In Database A system that allows access to a database structure without relying on an external program Show More ##### ## Data Management (1) Data Management Ability to handle large datasets Show More ##### ## eDiscovery (1) eDiscovery Finding, identifying and collecting information for legal proceedings Show More ## Top-Rated Alternatives [ ![Relativity](https://images.g2crowd.com/uploads/product/hd_favicon/8e194324cf1fdf34085c6032d94dee76/relativity.svg "Relativity") Relativity 4.5/5(653) 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