Introducing Legal Hold Evolve™

A Next-Generation Solution to Make Your Job Easier.



Setting a New Benchmark for Discovery Management

Let Evidence Optix® be your guide.



Legal Hold. Evolved to Align with How Corporations Want to Work.

Built alongside corporate legal teams, Legal Hold Evolve was reimagined from the ground up — combining modern technology with real-world input to deliver a streamlined solution that brings together exceptional power, ease of use, and flexibility. 

With Legal Hold Evolve, you gain a modern, intuitive experience. workflows that mirror reality. higher custodian compliance. actionable intelligence. a complete custodian history. flexibility without complexity.

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Powerful End-to-End eDiscovery Management Platform.

Evidence Optix® empowers legal teams with the tools and insights to drive smarter discovery scoping and early case strategy, reducing cost and complexity. With structured workflows and actionable data, teams can optimize outcomes and manage eDiscovery with confidence.

Evidence Optix can help you:
    • Accelerate discovery
    • Centralize collaboration
    • Leverage powerful metrics
    • Establish defensibility
    • Reduce spend
    • Inform decisioning

Discover the Power of
Legal Hold Evolve + Evidence Optix

A True Command Center for Discovery Management.

Informing, guiding, and documenting custodian and data decisions throughout the litigation lifecycle.

These technologies were purpose-built to help organizations send less data downstream while increasing defensibility. With a core focus on the left side of the EDRM, our objective is to help legal teams right-size discovery, reduce costs, and make better decisions earlier. 

Imagine all this and more within a single platform accessible to all stakeholders:

  • Legal hold notifications
  • Custodian survey, claims-based assessment, and interview
  • Custodian ranking and prioritization
  • Data source burden scoring and tracking
  • Early case strategy and scoping development
  • Dashboards, heatmaps, and reports
  • Real-time cost estimation

No more traveling spreadsheets, version confusion, or disconnected scoping decisions.
Just clear, actionable insight — before moving data downstream.

Why Our Team Works for You.

Insight Optix is a WBENC-certified, woman and veteran owned business. Our grit, experience, and creative thinking will help solve your discovery challenges.

Why Our Team Works for You.

Insight Optix is a WBENC-certified, woman and veteran owned business. Our grit, experience, and creative thinking will help solve your discovery challenges.

Legal Hold Evolve + Evidence Optix Optimize the eDiscovery Process

Reduces Discovery Costs Icon
Reduce Discovery Costs

Dramatically reduces the amount of data moving downstream to the costliest phases of discovery.

Enhances Collaboration Icon
Enhance Collaboration

Ensures efficiency and productive communication between in-house legal, IT, outside counsel, and vendors.

Mitigates Risk Icon
Mitigate Risk

Centralized decisioning, documentation, and transparency help prevent inconsistencies, errors, data loss, and sanctions.

Provides Critical Insights Icon
Provide Critical Insights

Cross-matter management and metrics inform strategic decision-making and consistent oversight.

Optimizes metrics Icon
Generate Actionable Metrics

Captures the granular data needed to effectively articulate the burden and relevancy of discovery requests.

Maintains Historical Record Icon
Maintain Historical Record

All decisions and data sources are tracked, providing documentation necessary for future insight or judicial intervention.

Evidence Optix® – A Case Study

Data Collection Reduced by 87%*

*(Compared to traditional approach of "collect everything now and analyze later")

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Custodians

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Custodians (28%) Released

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Custodians (59%) remained under hold; limited data collected

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Custodians (13%) identified as highly relevant; data collected

The Industry is Talking

Evidence Optix® is garnering more and more attention in the eDiscovery industry.

"Costs can be best controlled by managing the number of custodians and data sources moving downstream from collection and into processing and review. This involves a proportionality analysis, which is where Evidence Optix® looks to provide structure and objective information to share in internal discovery scoping, negotiating with opposing counsel, and presenting information to the Court."

Caroline Sweeney
Director - Knowledge Management / Information,
Dorsey & Whitney

John Patzakis

“Evidence Optix® provides a much needed disruptive framework to enable a defensible, transparent and effective discovery process that enables the ideals of proportionality.”

John Patzakis
Chief Legal Officer, X1 Discovery, Inc.

Kristopher Hulliberger

“Real and tangible discovery costs and burden are finally presented in a meaningful way that allows the bench to evaluate the need for the requested discovery in a proportionality analysis.”

Kristopher K. Hulliberger
Partner – Head of ESI Practice Group, Howard & Howard

"As data volumes continue to increase exponentially, eDiscovery is often an expensive and burdensome exercise. BMD has deployed Evidence Optix® firm-wide as a standardized discovery approach to address the root cause of excessive and overzealous discovery. EO delivers the collaboration, transparency, and strategic insight our corporate clients expect to increase efficiencies, reduce risk, and dramatically reduce the cost of discovery."

Robert Hager
Member, Executive Committee
Brennan Manna Diamond

Recognition & Awards

Insight Optix is proud to be recognized as a certified Women-owned Business by the WBENC.

Insight Optix is SOC 2 Type II compliant, which exemplifies the organization’s unwavering commitment to protect clients’ data and operate at the highest levels of security and trust.

Our patented Evidence Optix® technology has received numerous innovation awards, and is the foundation for new discovery proportionality guidelines developed by 56 judges, practitioners, and eDiscovery experts and currently being used in judicial pilots around the country.