Transform How Discovery is Scoped, Managed, and Executed

With a modern workflow that replaces scattered spreadsheets and guesswork, Evidence Optix delivers a faster, smarter way to scope discovery, understand risk, and make more informed strategic decisions earlier — before costs explode.

Goodbye spreadsheets. Hello control.

Intuitive Interface
Navigate with ease through this simple, powerful workflow for greater control and management of your entire litigation portfolio.
Custodian Evaluation + Ranking
Gain critical insight into your custodians through the attorney driven, technology-enabled survey, interview, and evaluation process.
Discovery Cost Management
Develop clear discovery strategies and easily run cost scenarios – strengthening negotiations and motion practice with powerful metrics.
Data Source Tracking + Logistics
Track every data source throughout the litigation lifecycle, providing defensibility through clear documentation.
Centralized Documentation + Metrics
Record every interview question, custodian answer, and attorney decision in one place for future reference, driving consistency and defensibility.

From Reactive to Strategic

Evidence Optix transforms discovery from a scramble into a repeatable, metrics-driven process. Corporate legal teams gain clarity into custodians, data sources, and preservation obligations. Outside counsel receive a shared framework that keeps matter strategy aligned, transparent, and defensible. The result: less data, lower spend, and better outcomes.

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IMAGINE

if custodians could be ranked according to their relevance after a five-minute assessment interview, quickly identifying priority custodians.

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PICTURE

all the various data sources being ranked and classified based on collection difficulty.

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VISUALIZE

building scenarios which organize custodians and data sources based on their rankings, with real-time metrics and cost projections.

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ENVISION

complete organization and reporting of data source tracking information and decisioning, from collection through disposition.


New in Evidence Optix 3.3: Precision at Scale

Our newest release sets a new benchmark for discovery management:

Custodian Grouping + Targeted Questionnaires

  • Segment Custodians (e.g., by department, non-custodial, executive, departed, priority level) and assigned tailored surveys, relevancy assessments, and interviews to capture specific relevant responses that facilitate faster and more precise analysis.
Integrated Email Communications
  • Create and send custodian surveys and reminders directly from Evidence Optix, simplifying outreach to custodians and tracking of responses.
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Datasheets

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Law Firm Benefits

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Corporate Benefits

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Proportional Discovery Assessment®

Align the scope of discovery with the merits of the case by utilizing this patented workflow. Evidence Optix® facilitates assessment and prioritization of relevant custodians and identification of key data sources to support actionable proportionality. Utilize this defensible, transparent, and comprehensive approach to narrow the scope of discovery early, thereby reducing costs and burden downstream.

Download the White Paper

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Contact us to see Evidence Optix in action.

Discover how corporate legal teams use Evidence Optix to bring clarity, structure, and defensibility to early case strategy, scoping, and cost decisions — before data ever moves downstream.