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.
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.
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 in a single platform accessible to all stakeholders:
Insight Optix is a WBENC-certified, woman and veteran owned business. Our grit, experience, and creative thinking will help solve your discovery challenges.
Insight Optix is a WBENC-certified, woman and veteran owned business. Our grit, experience, and creative thinking will help solve your discovery challenges.
Dramatically reduce the amount of data moving downstream to the costliest phases of discovery.
Ensure efficiency and productive communication between in-house legal, IT, outside counsel, and vendors.
Centralized decisioning, documentation, and transparency help prevent inconsistencies, errors, data loss, and sanctions.
Cross-matter management and metrics inform strategic decision-making and consistent oversight.
Capture the granular data needed to effectively articulate the burden and relevancy of discovery requests.
All decisions and data sources are tracked, providing documentation necessary for future insight or judicial intervention.
*(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.
