IPRO 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
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
Functionality (14)
Structure type
Searches structured, semi-structured, and unstructured data for sensitive data.
Contextual search
Offers contextual search functions to understand factors such as file type, sensitivity, user type, location, and other metadata.
Template algorithms
Has template rules and pattern matching algorithms (PII, PCI, PHI and more)
Custom algorithms
Offers the option to create custom templates and rules based on department, user type and data type.
False-positive management
Offers false-positive management functions
Multiple file and location types
Search multiple file types (images, PDFs, etc.) and repository locations (such as on-premise databases, cloud storage, email servers, websites, etc.)
Real-time monitoring
Monitors data stores in real-time searching for newly created sensitive data.
Dashboard
Offers a dashboard showing specific location of sensitive data.
Compliance
Facilitates compliance and enables adherence to common industry regulatory standards such as GDPR, CCPA, HIPAA, PCI DSS, ISO, and others.
Reporting
Offers reporting functionality.
Data Dictionary Management
Stores definitions of the data elements and their relationships (metadata) and how they are retrieved for the user
Metadata Management
Collect and maintain structured information that describes data or content
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Collection (3)
Legal Hold
Automates the process of preserving electronically stored information (ESI) relevant to anticipated litigation.
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.
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
Agentic AI - Sensitive Data Discovery (5)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Investigation Management (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
Additional Functionality (71)
Data Visualization
Graphical representation of data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Multiple Data Sources
Allows users to manage data from a number of sources
Sensitive Data Identification
Identify sensitive or personal information collected from users
Data Import/Export
Import and export data to and from software applications
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Data Transformation
Translate EDI formats into data suitable for use with company applications.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Dashboard Creation
Creation and customization of dashboards
Forecasting
Form predictions based on past and present data/trends
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Data Connectors
Connect to big data sources
Data Mapping
Track the management and flow of data throughout the organization
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
Ad hoc Query
One-off queries made on an as-needed basis
Data Modeling
Conceptual model of how data items relate to each other
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
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
API (1)
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Forms (1)
Customizable Forms
Customize contracts and forms to collect specific information
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contact Management (1)
Contact Management
Manage, organize, and store contact information
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management (1)
Document Management
Store, manage, and track all electronic documents in a centralized location
Reminders (1)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Access Controls/Permissions (1)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Visualization (1)
Data Visualization
Graphical representation of data
Task Management (1)
Task Management
Create, manage and track all task activities and progression
Configurable Workflow (1)
Configurable Workflow
Configure existing workflows to meet your organization's needs
Secure Data Storage (1)
Secure Data Storage
Securely stores data to prevent data loss or breaches
Audit Management (1)
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Audit Trail (1)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Search/Filter (1)
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Status Tracking (1)
Status Tracking
Track the status over time for a request, process, asset, or transaction
Evidence Management (1)
Evidence Management
Administration and control of evidence related to investigations/cases
Case Notes (1)
Case Notes
Access and track notes regarding case activities and updates within case files
Multi-Location (1)
Multi-Location
Manage and support multiple locations
Incident Management (1)
Incident Management
Manage and track all disruptions and incidents
Inspection Management (1)
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Intake Management (1)
Intake Management
Activities related to the initial admission of a charge into the organization's care
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
Single Sign On (1)
Single Sign On
Allow users to access multiple services after entering their login credentials once
Risk Assessment (1)
Risk Assessment
Initiate collection and analysis of known risks
Records Management (1)
Records Management
Ability to record, store, update, and retrieve information
Subject Profiles (1)
Subject Profiles
Collect and record basic information related to suspects
Built-In Database (1)
Built-In Database
A system that allows access to a database structure without relying on an external program
Data Management (1)
Data Management
Ability to handle large datasets
eDiscovery (1)
eDiscovery
Finding, identifying and collecting information for legal proceedings


