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EWM - eDiscovery Workflow Manager

Product

eDiscovery Workflow Manager

Automate the full EDRM lifecycle from legal hold to production. EWM was purpose-built for the eDiscovery industry, giving litigation teams end-to-end workflow automation and visibility.

Contact Sales

6

EDRM Stages Covered

40%

Faster Productions

35%

Cost Reduction

Structure

How Doculogix Is Organized

  1. Client
  2. Matter
  3. Project
  4. Service Request
  5. Task

Time & Billing Capture

Client through Task form the organizational structure. Time & Billing Capture is the result of work completed on tasks.

Every engagement in Doculogix starts with the Client, then the Matter, then Projects and Service Requests, down to individual Tasks. When a service request is submitted, tasks are automatically created based on its service request type and can be auto-assigned to an individual, department, or group. Every assignment shows up instantly on real-time dashboards so you always know what's due, who owns it, and each person's current workload. When someone is overloaded, managers can reassign work in a click. Custom fields can be added at every level, and service request forms are fully customizable so your intake captures exactly what your team needs. As tasks are completed, time and billing are captured automatically, so work flows straight into invoicing without re-entry.

Matter-Centric Structure

Organize all work by Client and Matter so nothing gets lost across cases.

Custom Fields Everywhere

Add your own fields to clients, matters, projects, service requests, and tasks.

Customizable Service Request Forms

Build intake forms that capture exactly what your case teams need to submit.

Service Request & Task Assignments

Tasks are created automatically by request type and auto-assigned to an individual, department, or group.

Real-Time Workload Dashboards

See what's due, who owns it, and each team member's workload, then reassign work in a click.

Time & Billing Capture

Time logged on tasks flows directly into automated billing and invoicing.

EDRM Coverage

Track Every Stage of the EDRM

EWM provides purpose-built tools to track each stage of the Electronic Discovery Reference Model, from preservation to production.

1
Legal Hold
Track preservation obligations with comprehensive custodian management, acknowledgment monitoring, and escalation workflow tracking to ensure defensibility throughout the hold process.
2
Collection
Monitor and document data collection activities across multiple sources. Track chain of custody, manage collection logs, and maintain full visibility into the collection workflow.
3
Processing
Track processing workflows including de-duplication, filtering, and format normalization. Monitor processing metrics and maintain complete audit trails at every step.
4
Review
Manage document review workflows with tracking for quality control, privilege logging, and batch assignments. Monitor reviewer progress and performance metrics in real time.
5
Analysis
Track analytical workflows and reporting activities. Monitor progress on key service requests and report on project and people progress across your team.
6
Production
Manage production workflows from start to finish. Track production sets, endorsements, load file generation, and validation steps to ensure accurate and timely deliveries.

Benefits

Purpose-Built for eDiscovery

EWM was designed specifically for the eDiscovery industry after years of hands-on experience managing complex litigation matters.

  • Track and manage workflows across every EDRM stage
  • Maintain defensibility with complete chain of custody documentation
  • Monitor progress and deadlines with real-time visibility
  • Meet production deadlines with scheduling alerts and milestone tracking
  • Ensure compliance with configurable retention and preservation policies
  • Scale from small matters to enterprise-wide litigation portfolios

Two Standalone Products, One Unified Solution

EWM is a standalone product designed for Litigation Support Providers specializing in eDiscovery processes, while PTS is a standalone product tailored for providers focusing on copy and scan workflows. For organizations that handle both service lines, EWM and PTS integrate seamlessly to provide unified project management, billing, and reporting across your entire operation.

Learn about PTS

Ready to Streamline Your eDiscovery Workflow?

Start your 60-day free trial today. No credit card required. See why 100+ law firms and litigation support providers trust Doculogix for their litigation workflow management.

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Or call us directly at (888) 436-2856