Empowering legal teams to act earlier, smarter, and leaner

Insight Optix, the leader in discovery scoping and early case strategy solutions, announced the launch of Evidence Optix^® 3.3, the latest upgrade to its flagship technology. Designed to set a new benchmark in discovery management, this release empowers legal teams with innovative features, enhanced flexibility, and richer insights to drive strategic decisions and reduce downstream costs.

Evidence Optix is widely recognized as a powerful change management solution for corporate legal departments, law firms, and providers, transforming how discovery is scoped, managed, and executed. Legal teams benefit from greater collaboration and visibility into in-house and outside counsel processes, improved oversight, and stronger negotiation positions for discovery plans and ESI protocols.

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Evidence Optix 3.3 introduces several powerful new capabilities:

• Custodian Grouping with Targeted Questions: Segment custodians (e.g., by department, non-custodial, executive, departed, low priority) and assign 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.
• Enhanced Workflow Flexibility: Enhanced notes and attachment functionality at multiple levels (e.g., matter, custodian, interview, and data sources) to provide greater context, organization, and immediate access to key information.
• Improved Data Source Tracking: Leverage an enhanced workflow for preservation and collection activities to facilitate centralized, efficient management of data sources throughout the litigation lifecycle.
• Deeper Assessment Intelligence: Use robust and configurable questioning options to create richer, data-driven assessments and sharpen custodian rankings.

“Evidence Optix 3.3 is a significant leap forward in our mission to transform how legal teams approach discovery,” said Mandi Ross, CEO and co-founder. “By elevating discovery management we’re giving legal teams actionable insights to make better decisions early, improve outcomes, and reduce downstream costs.”

With this release, Insight Optix reinforces its role as an innovative leader in shaping the future of discovery scoping and early case strategy, equipping legal professionals with the advantages necessary to navigate the evolving complexities of the eDiscovery landscape.

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