Exterro

Start by turning messy legal and privacy work into repeatable runs you can trust. In Exterro, open a new matter, import custodians, and link common data sources so you see where information lives before anything moves. Issue legal holds with prebuilt templates, schedule reminders, and track acknowledgments in one dashboard; the employee change monitor updates your custodians automatically as roles shift. Map repositories with data source discovery and file analysis to estimate scope. Launch targeted collections or early case assessment to shrink volume fast—use keyword and concept queries, deduplication, and date filters. Process data to extract text and metadata, index it for search, and feed review in organized batches. Apply coding panels, privilege tags, and automated redactions, use discussion threads for reviewer questions, and export productions with Bates numbering and load files. Legal project management keeps tasks, SLAs, and budgets visible, while case analytics flag bottlenecks and quality risks.

Build privacy operations that run on schedule, not fire drills. Generate a live data inventory by auto-discovering systems, tagging owners, and assigning purposes and retention rules. Intake data rights requests from a web form or email, validate identity, and route work to the right teams. Pull data across structured and unstructured systems, apply redactions, and assemble complete response packages with deadline tracking and exception logging. Manage consent preferences centrally and enforce them across channels. Configure retention schedules that trigger defensible deletion while honoring active holds. For third parties, send vendor risk questionnaires, score responses, and track contracts, DPIAs, and remediation in one place—all backed by audit-ready reports.

Handle risk and regulatory work with the same discipline. When a security incident hits, open a case, classify severity, assign responders, and capture a running timeline. Attach evidence, document containment steps, and trigger jurisdiction-specific notification rules using built-in templates. After closure, record lessons learned and policy updates. For government records requests, centralize FOIA/PRR intake, search across repositories with full-text and metadata filters, deduplicate, apply exemption codes, and produce with delivery logs. Policy management lets you draft, review, publish, and collect attestations with automated reminders and escalation paths; dashboards show adoption and gaps. Throughout, topic clustering, document indexing, and version tracking keep your content organized and discoverable. Deploy individual modules or the full suite, integrate via APIs/ connectors, and scale as your caseload grows. If you encounter performance drag on very large matters or find some screens dense, mitigate with archival tiers, narrowed search indexes, standardized review layouts, and short team training sessions.