In today’s litigation landscape, legal teams face mounting pressure to make faster, leaner, and more defensible decisions earlier in the case lifecycle. Yet traditional discovery workflows — often fragmented, reactive, and cumbersome — can slow progress, increase costs, and hinder strategic positioning.

With the recent launch of Evidence Optix® 3.3, Insight Optix is redefining what’s possible in discovery management. This release delivers targeted innovation designed to help legal teams identify what truly matters sooner, streamline engagement with key custodians, and drive smarter outcomes with data-backed confidence.

The Challenge: Early decisions, limited precision

With the constant explosion of data, more precision is required to keep costs at bay. Courts expect discovery plans to be informed, defensible, and grounded in relevance from the very start of a matter. But gathering that insight often requires casting a wide net with generic surveys and manual follow-ups that delay progress and inflate downstream costs.

Legal teams need a way to see through the noise of non-relevant data to rapidly identify high-priority custodians and important data sources, while capturing contextual intelligence that supports early strategy and negotiations.

The Breakthrough: Custodian grouping with targeted questions

At the center of Evidence Optix 3.3 is a powerful new capability to speed early, more precise, data gathering: custodian groupings with tailored questions and templates.

This feature enables legal teams to:

  • Segment custodians by categories such as department, role, priority level, executive, or departed status.
  • Deploy surveys and relevancy assessments that align with each custodian’s classification.
  • Capture precise, actionable insights without overwhelming custodians or legal teams with irrelevant questions.

Rather than relying on one-size-fits-all questionnaires, legal teams can now ask the right questions at the right time to the right people — creating a defensible decision framework that is both strategic and efficient.

The result? Faster identification of relevant custodians, sharper prioritization, and a significantly reduced discovery footprint.

The Process: Driving engagement with integrated email communications

How you engage with custodians is critical in terms of both efficiency and gaining support and compliance.

Evidence Optix 3.3 integrates email communications, enabling legal teams to create, send, and track custodian surveys and reminders directly from within the platform.

This seamless workflow eliminates the need for external communication tools or manual tracking, ensuring:

  • A streamlined outreach.
  • Improved custodian responsiveness.
  • Centralized visibility into survey status and completion.
  • Enhanced accountability and reduced administrative burden.

Together with targeted custodian grouping, this integrated workflow creates a unified, intelligent discovery experience from the outset of the case.

The Analysis: Custodian information isn’t just captured, it’s usable

You’ve captured custodian survey, relevance, and data source information — now what? Are you manually reviewing the information in its static form?

Evidence Optix 3.3 enhances the core principles of the platform — the ability to strategically:

  • Analyze the information with tools and actions specifically designed for discovery scoping.
  • Organize captured information through automated lists that enable sort, search, and drill-down capabilities.
  • Take actions and capture decisions within the centralized platform.
  • Generate metrics and reports, and visualize matter information using tools such as custodian and data-source heatmaps.
  • Track everything in one collaborative location that all stakeholders can access 24/7/365.

With these tools, no more time is wasted on the mundane chores of managing decentralized information, weeding through static answers, and trying to analyze information without the benefit of digital tools.

Why This Matters

The ability to focus early on relevance with greater precision is a strategic advantage. With this targeted approach, legal teams can:

  • Reduce review volumes and downstream eDiscovery costs.
  • Negotiate discovery plans and ESI protocols from a position of strength and make informed proportionality arguments backed by data.
  • Accelerate case assessments and strategy development.
  • Improve collaboration between corporate legal teams and outside counsel.
  • Secure compliance and elicit more accurate responses from custodians.

By transforming how custodians are evaluated and ranked, Evidence Optix 3.3 empowers teams to act proactively, rather than reactively.

With Evidence Optix 3.3 everyone wins — inhouse legal teams, outside counsel, and even custodians!

Empowering Legal Teams to Act with Confidence

With this new release, Insight Optix is advancing its mission to make discovery more strategic, proportional, and manageable.

By implementing targeted intelligence and streamlined communication workflows, legal teams can:

  • Act earlier with clarity.
  • Make smarter, data-driven decisions.
  • Operate leaner with reduced risk and cost.

This release isn’t just an enhancement — it’s a new standard for modern discovery management.

See the Difference for Yourself

Act Earlier. Act Smarter. Act Leaner.

Whether you are managing in-house litigation portfolios, leading outside counsel strategies, or advising on discovery planning, this release offers the tools to navigate increasing complexity with confidence.

Contact: info@insightoptix.com