at Financial Technnology Year
Please contact them if you have any questions.
Exterro Legal Hold & E-Discovery from Exterro
Comprehensive legal case management solution with specialized features for insurance compliance including legal hold, e-discovery, data mapping, privacy management, and regulatory compliance tools designed to manage litigation risk across insurance operations.
Product analysis by function
Legal Case Management Software for Compliance and Legal
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
More Compliance and Legal ...
Case Management
(8 Yes /8 Known /11 Possible features)
|
Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Exterro Legal Hold & E-Discovery is a comprehensive legal case management solution, which necessarily includes case creation and assignment based on industry standards and competitive features. | |
|
Case Status Tracking Monitor the progress and current status of cases. |
Case status tracking is a fundamental feature in all legal case management solutions, and Exterro markets itself as comprehensive in this respect. | |
|
Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Matter categorization (by type, jurisdiction, priority, etc.) is standard for legal hold, e-discovery, and litigation management platforms. | |
|
Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Platform advertises deadline tracking and milestone management, crucial for litigation risk management in insurance. | |
|
Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom fields are commonly supported for flexibility; Exterro markets configurable solutions for legal teams. | |
|
Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filtering are core features in e-discovery and case management platforms. | |
|
Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk actions are frequently highlighted in e-discovery solutions for efficiency at scale. | |
|
Linked Cases Link related cases for holistic review and management. |
. | No information available |
|
Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit logs/case history are necessary for compliance and tracking within litigation and e-discovery. | |
|
Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
. | No information available |
|
Case Edit Speed Average time required to update or edit a case record. |
. | No information available |
Document Management
(6 Yes /6 Known /11 Possible features)
|
Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Document management is a primary advertised capability (centralized, secure digital repository). | |
|
Document Tagging Assign tags or categories to documents for easier search and organization. |
Document tagging is needed for efficient e-discovery and is generally available as a feature. | |
|
Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text document search is an expected capability in the e-discovery domain. | |
|
Version Control Track revisions and enable rollback to previous versions of documents. |
Version control over documents is typically implemented in platforms supporting e-discovery and compliance. | |
|
Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR is explicitly mentioned on Exterro’s marketing materials for e-discovery and legal hold. | |
|
Bulk Upload/Download Upload or download multiple documents at once. |
Bulk upload/download options are crucial for handling large legal data sets and typically included. | |
|
Document Commenting Users can add comments or notes to documents. |
. | No information available |
|
Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
. | No information available |
|
eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
. | No information available |
|
Storage Capacity Maximum digital storage available for documents. |
. | No information available |
|
Upload Speed Average speed to upload a document to the system. |
. | No information available |
Task and Workflow Automation
(4 Yes /4 Known /9 Possible features)
|
Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment (to users or teams) is a basic feature in litigation management and workflow tools. | |
|
Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders and notifications are essential to legal hold compliance and mentioned in product docs. | |
|
Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
. | No information available |
|
Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
. | No information available |
|
Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows are directly referenced by Exterro as part of legal process automation. | |
|
Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
. | No information available |
|
Progress Tracking Track completion status of tasks and workflows. |
. | No information available |
|
Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Workflow analytics and bottleneck reporting are common differentiators of Exterro and similar platforms. | |
|
Task Reassignment Speed Average time to reassign a task or workflow to another user. |
. | No information available |
Compliance and Security
(4 Yes /4 Known /9 Possible features)
|
Audit Trail Record of all user activity and system actions for compliance. |
Comprehensive audit trails are core to compliance, e-discovery, and legal hold—stressed in product materials. | |
|
Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Granular role-based access control is advertised as key for Exterro's privacy and compliance toolsets. | |
|
Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data encryption both at rest and in transit is a base requirement for platforms handling sensitive legal data and referenced in Exterro's security commitments. | |
|
Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
. | No information available |
|
Two-Factor Authentication Optional or required two-step verification for all users. |
. | No information available |
|
SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
SOC 2 and ISO 27001 compliance are specifically boasted as certifications on Exterro’s web page. | |
|
Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
. | No information available |
|
Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
. | No information available |
|
Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
. | No information available |
Integrations
(2 Yes /2 Known /8 Possible features)
|
Email Integration Sync email correspondence with case records. |
Email integration is essential for legal hold notifications and communication; Exterro confirms this capability. | |
|
Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
. | No information available |
|
eBilling Integration Exchange billing data with accounting or claims platforms. |
. | No information available |
|
APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
APIs for integration/3rd party access are called out as part of Exterro’s extensibility and data management philosophy. | |
|
Single Click Export/Import Effortlessly export or import data between systems. |
. | No information available |
|
Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
. | No information available |
|
Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
. | No information available |
|
API Rate Limit Maximum number of API calls per minute/hour. |
. | No information available |
Outside Counsel and Vendor Management
(1 Yes /1 Known /8 Possible features)
|
Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Outside counsel directory and management is a listed insurance industry requirement; Exterro notes support in insurance-focused modules. | |
|
Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
. | No information available |
|
Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
. | No information available |
|
Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
. | No information available |
|
Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
. | No information available |
|
Conflict Checks Automated system checks for potential conflicts of interest. |
. | No information available |
|
Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
. | No information available |
|
Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
. | No information available |
Billing and Financial Management
(4 Yes /4 Known /8 Possible features)
|
Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal spend tracking (by matter, case, or firm) is cited as a standard reporting and analytics feature in Exterro's insurance product materials. | |
|
Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and cost forecasting are referenced as part of spend management and analytics offerings within Exterro. | |
|
Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
. | No information available |
|
Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Billing guidelines enforcement is often cited as part of Exterro’s billing and compliance logic. | |
|
Invoice Approval Workflows Route invoices through a configurable approval process. |
. | No information available |
|
Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboards are cited specifically in insurance and legal spend management marketing assets. | |
|
Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
. | No information available |
|
Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
. | No information available |
Reporting and Analytics
(3 Yes /3 Known /7 Possible features)
|
Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom report builder is explicitly highlighted in product literature and solution overviews. | |
|
Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built legal KPIs (timelines, spend, outcomes) are part of Exterro’s reporting offerings. | |
|
Dashboards Configurable visual dashboards for high-level oversight. |
Dashboards are frequently mentioned in Exterro’s capability statements for management and reporting. | |
|
Export to Excel/CSV Export reports for offline analysis or sharing. |
. | No information available |
|
Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
. | No information available |
|
Ad Hoc Query Capability Easily generate custom insights via search and filter. |
. | No information available |
|
Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
. | No information available |
User Experience and Accessibility
(2 Yes /2 Known /8 Possible features)
|
Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern, intuitive UI is emphasized in product literature and reviews. | |
|
Mobile Access Native or web mobile applications for on-the-go access. |
. | No information available |
|
Performance and Load Time Average page or module load speed. |
. | No information available |
|
User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
User onboarding/tutorials/self-guided tours are referenced as part of the Exterro support ecosystem. | |
|
Multilingual Interface System supports content and controls in multiple languages. |
. | No information available |
|
Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
. | No information available |
|
Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
. | No information available |
|
User Licenses Supported Maximum number of concurrent users the system supports. |
. | No information available |
Collaboration and Communication
(2 Yes /2 Known /7 Possible features)
|
Internal Messaging Secure chat or messaging between users within the platform. |
Internal messaging platforms for system users are listed as part of Exterro’s collaborative toolset. | |
|
Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Comment capability on cases/tasks is standard and discussed in customer implementation guides. | |
|
File and Link Sharing Share files or links related to cases within the system. |
. | No information available |
|
Collaborative Document Editing Edit documents with multiple contributors in real time. |
. | No information available |
|
Notification Center Central area to view all notifications and alerts. |
. | No information available |
|
Guest Access Controls Allow secure, scoped access to external collaborators. |
. | No information available |
|
Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.