Catalyst Insight

Start by creating a matter, setting roles, and pulling data in—no waiting on IT. Grant granular permissions to in-house counsel, outside firms, and reviewers so each group sees only what they need. Connect mailboxes, cloud drives, chats, and archives, then let the processing pipeline extract text (including OCR), capture properties, thread emails, and build a fast index. Turn on legal holds and retention rules from the same workspace. Every file’s path, version history, and chain of custody is tracked automatically, so handoffs and audits are straightforward.

Next, cut the noise before review. Build precise queries with Boolean, proximity, and wildcard operators, then layer filters by custodian, date, file type, or conversation. Use concept grouping to automatically surface clusters of related material—great for finding themes you didn’t anticipate. Compare hit counts, sample results, and refine terms quickly to validate your strategy. Save searches and pin commonly used filters so your team can reuse them across batches. Tag on the fly with issue codes and labels to organize work as you go, and rely on metadata facets to narrow results in seconds.

Move into structured review with clear assignments. Auto-generate batches, route them to reviewers, and monitor throughput and accuracy from dashboards. A coding panel supports responsive, non-responsive, issue, and privilege decisions with consistent picklists. View prior versions, follow email threads, and add in-line notes where decisions require context. Built-in translation lets you inspect non-English material without leaving the platform, while multi-language support keeps coding consistent across regions. Use threaded comments to resolve questions in place and keep a complete discussion history tied to each document.

When it’s time to report or produce, use analytics to see topic distribution, reviewer performance, and risk hot spots. Export sets with selected fields and tags, and log everything for defensibility. Compliance teams can schedule policy checks, track exceptions, and verify that retention rules are applied. At matter close, archive what’s required, lock down access, and preserve indexes for quick retrieval later. Throughout the project, the platform’s search, labeling, clustering, and version tracking help reduce document counts and lower review costs while keeping oversight, collaboration, and security in one place.