The Insight Enterprise Platform: What We Mean By ‘Purpose-Built’ for Corporate Discovery

Catalyst_Insight_Enterprise_BlogEver since the Jan. 10 launch of Insight Enterprise, Catalyst’s secure, central platform for corporate e-discovery, we’ve been publishing a series of posts here intended to give you a closer look at its features and functionality. But if you want to cut to the chase, then the key to what makes Insight Enterprise unique is the platform.

We like to say the Insight Enterprise platform was “purpose-built” for corporate e-discovery. We say that because it was carefully and specifically designed for corporate legal departments to reduce overall e-discovery costs and better leverage e-discovery technology.

This is not a design that Catalyst came up with in a vacuum. For nearly 20 years, Catalyst has worked with some of the largest enterprises in the world to help them manage their discovery and litigation. Yes, Catalyst built the technology that underlies Insight Enterprise. But the design and engineering were driven by what we’ve heard and learned from working side-by-side with clients to help them best meet their needs for savings, efficiency, control and consistency.

To that end, the Insight Enterprise platform is structured around six overarching concepts:

  • Collect once. Collect and hold your discovery data once – rather than repeating the process for each new case or investigation – and use the data in as many matters as needed.
  • Process once. Process and load documents once and then use them as often as you need them for individual matters.
  • Store centrally. Keep your active, key documents in a core repository for search, culling and analysis.
  • Promote as needed. As new matters arise, promote relevant documents to the individual matter sites for analysis, review, productions and trial.
  • Produce consistently. Produce documents as often as needed, recording production history in the core repository.
  • Maintain control. No matter how many matters your company has, manage them all through a central repository system with both cross-matter and individual-matter reporting.

Insight Enterprise centralizes e-discovery management to help corporations reduce the total cost of discovery. It provides a single, secure platform for all your litigation, investigation and compliance matters. It covers the heart of the EDRM—from collection and legal hold, through processing, search, analytics, review, production and reporting.

Why Centralize E-Discovery Management?

Many of our enterprise clients have told us that, in the face of rising data volumes and discovery demands, they want greater control, consistency and visibility across all their legal matters. As we worked with clients to help them achieve that, Insight Enterprise began to take shape.

What became clear is that the traditional, siloed approach to litigation – storing data with multiple vendors and law firms – is the least efficient way to manage e-discovery. Insight Enterprise eliminates silos and instead revolves around a secure, central discovery platform for managing all of a company’s cases, compliance matters and regulatory investigations.

Using this centralized approach, you can store documents in a core repository, assign them to individual matters as needed, save and reuse document tagging and develop standardized, repeatable, discovery practices. That means less duplication, lower costs, fewer mistakes and greater control for your legal department.

This approach eliminates much of the inefficiency inherent in corporate e-discovery. Insight Enterprise helps you reduce discovery costs through:

  • User control and automation from processing through production.
  • A central hub to manage millions of documents across multiple matters.
  • Coding consistency across cases and counsel.
  • Customized tracking and reporting within and across matters.
  • Airtight security with multi-level access controls.

Documents can be loaded and processed once into the central repository. From there, they can be assigned to as many individual matters as needed. Significantly, tagging done in individual matters can be synchronized back to the central repository, which reduces both duplicate review costs and the risk of inconsistent coding.

Other Benefits of Centralized E-Discovery

As noted, a major benefit for corporate counsel of this centralized platform is that it makes possible robust reporting and business intelligence across all your matters. In setting up Insight Enterprise, Catalyst works with you to determine what reporting you would like to see. Insight Enterprise has standard, templated reports, but we can create virtually any reports you want. We can even add custom data into the mix, such as your law firms’ billing rates for financial reporting and analysis.

The reporting and business intelligence capabilities of Insight Enterprise were discussed at length in a prior blog post. If you’re interested in reading more, I refer you to that post.

Another benefit of this centralized platform is that it allows you to develop discovery playbooks with standard practices and procedures for creating budgets, hiring staff, reviewing documents, reporting and productions, and then apply them consistently across all your matters.

Our clients have told us that reducing discovery costs and increasing efficiency are important to them. They now treat discovery as a business process and they want a platform that enables the kinds of control and visibility necessary for effective management of the process.

That is why we say that Insight Enterprise was purpose-built for corporate discovery. It was designed around what we heard from our corporate clients and it enables them to centralize, simplify and reduce the cost of e-discovery across all their litigation, investigation and compliance matters.

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About Bob Ambrogi

Bob is known internationally for his expertise in the Internet and legal technology. He held the top editorial positions at the two leading national U.S. legal newspapers, the National Law Journal and Lawyers USA. A long-time advisor to Catalyst, Bob now divides his time between law practice and media consulting. He writes two blogs, LawSites and MediaLaw, co-authors Law.com's Legal Blog Watch, and co-hosts the weekly legal-affairs podcast Lawyer2Lawyer. A 1980 graduate of Boston College Law School, Bob is a life member of the Massachusetts Bar Foundation and an active member of the Massachusetts Bar Association, which honored him in 1994 with its President's Award.