Exterro

Start by connecting Exterro to the places your data lives—email, endpoints, cloud drives, collaboration tools, and archives. The platform maps sources, extracts metadata, and makes content full‑text searchable so you can find facts fast. Use topic clustering to group related documents automatically, then add your own labels to refine collections. Version history and threaded comments keep teams aligned while you outline strategy, split work, and track decisions in one workspace.

For discovery, issue preservation notices in minutes, monitor acknowledgments, and enforce scoped holds without over‑collecting. Build targeted collections across custodians with filters for date, keyword, and file type, then run early case assessment to cull noise before review. Processing handles de‑duplication and normalization, while review workspaces ship with coding panels, saved searches, and QC sampling. Case analytics surface patterns and gaps so you can adjust strategy early. When it’s time to produce, generate Bates‑stamped sets and load files with a complete audit trail.

Privacy teams can run right‑to‑know and deletion requests from intake to fulfillment. Intake forms validate identity, the data inventory locates personal data across systems, and task automation routes steps for review, redaction, and approval. Deliver results securely with expiry links and record every action for compliance. Retention schedules help you defensibly dispose of stale data, while consent tracking and preference management ensure marketing and product teams honor choices. Vendor assessments, questionnaires, and risk scoring centralize third‑party oversight so renewals, exceptions, and remediation don’t slip.

Compliance and response workflows stay coordinated without spreadsheets. File analysis pinpoints ROT (redundant, obsolete, trivial) content to shrink risk and cost. Data source discovery reveals new systems as they appear. Use employee lifecycle monitoring to adjust access and legal holds when people join, move, or leave. FOIA/public records requests are triaged, de‑duplicated, and redacted in one place. For incidents, launch a playbook, assign tasks, log facts, and drive breach notifications on time. Dashboards show cycle times, SLAs, volumes, and spend, while APIs connect to SIEM, DLP, and ITSM tools. Start with a single workflow—legal hold or DSAR—and expand as your program matures.