Legal Hold Evolve™ redefines what legal hold can deliver. By distinguishing what belongs at the enterprise level from what belongs within each matter, it creates a continuously enriched foundation of knowledge that carries forward, so you can stop starting from scratch.
Gain a complete, connected picture of your custodians and data sources, including their relationships, hold activity, preservation and collection history across matters. See what’s happened before and what’s happening now, giving legal teams the context to avoid duplicative efforts and make informed decisions from the outset.
Intelligent automation initiates preservation, coordinates collection workflows, routes team requests, and monitors progress, reducing manual effort while keeping legal teams informed and in control.
Preservation is only the beginning. Evidence Optix® helps legal teams evaluate relevance, define scope, and determine what warrants further discovery, before committing to costly downstream collection, processing, and review.
Gain the insight to prioritize custodians and data sources, prepare for meet-and-confer discussions, and negotiate scope with opposing counsel. Make informed, defensible decisions about what moves forward, what doesn’t, and where discovery resources are best spent.
Together, Legal Hold Evolve™ and Evidence Optix® create a new dimension in legal technology: a continuously evolving picture of discovery that connects intelligence across matters, corporate legal teams, and their outside counsel.
Every custodian, data source, preservation action, and discovery decision contributes to a shared foundation of intelligence. With real-time visibility across matters, legal teams can recognize patterns, anticipate challenges, shape discovery strategy, and make more informed decisions about risk, scope, and resources.
*(Compared to traditional approach of "collect everything now and analyze later")
Custodians
Custodians (28%) Released
Custodians (59%) remained under hold; limited data collected
Custodians (13%) identified as highly relevant; data collected
"In today's complex data environment, defensibly tracking custodians and data sources throughout the litigation lifecycle is an enormous challenge. Evidence Optix brings clarity and structure to the process with an intuitive visual approach that strengthens collaboration between corporate legal teams and outside counsel, driving greater efficiency, defensibility, and confident decision-making."
Michelle Lange
Corporate Legal & eDiscovery
Volkswagen of America, Inc.
“Many organizations don’t realize where discovery went off track until the end of a matter. A more deliberate early-stage approach — supported by tools like Legal Hold Evolve and Evidence Optix and guided by national discovery counsel — helps legal teams apply those lessons sooner, when they can still change outcomes.”
Scott Carvo
Partner – Warner, Norcross + Judd
Co-chair – Data Analytics & eDiscovery Practice Group
“Too often, discovery becomes reactive as matters evolve. Legal Hold Evolve and Evidence Optix support a more intentional approach – helping legal teams move from managing volume to making informed, strategic decisions throughout the process.
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Rose Jones
Partner, Hilgers PLLC
"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
"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
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.
See how Insight Optix can help you make better decisions from legal hold through discovery.
