Greater control of eDiscovery starts earlier
Connect custodian identification, legal hold, preservation, Microsoft 365 collection, and early case assessment to make better-informed decisions, reduce unnecessary downstream work, and control discovery cost.
Bring more control to every matter
Understand the matter earlier
Bring available identity, activity, repository, interview, and document information together at the start of the matter.
Use that context to investigate who may be involved, which sources may matter, and where further inquiry is needed.
As new facts emerge, update the scope without losing the decisions that shaped it.
Preserve and collect with a clear record
Issue and track legal hold notices, preserve identified Microsoft 365 sources, and collect defined populations through one connected process.
Keep custodians, repositories, versions, and actions tied to the matter as scope changes.
Record preservation status, exceptions, and collection decisions so the team can see what happened and why.
Reduce avoidable downstream work
Use matter context to focus preservation, collection, and analysis on a scope supported by available information.
Test assumptions, sample included and excluded populations, and record the reasoning behind decisions before data moves downstream.
Better identification does not always produce a smaller scope. It produces a scope supported by better information.
Maintain an explainable matter record
Keep scope decisions, hold and preservation actions, collection choices, exceptions, and supporting information connected throughout the matter.
Record what changed, who made or approved the decision, and the information available at the time.
When the matter moves downstream, the receiving team can see how the population and decisions developed instead of reconstructing that history.
Connect the work before formal review begins
CaseFusion® is Cloudficient's matter-centered platform for Context-Aware eDiscovery™, bringing matter context into the decisions that shape scope before evidence enters a downstream review platform.
- Who mattered | Evaluate the people involved during the relevant period.
- Where work occurred | See the repositories and activity behind the matter.
- What to preserve or collect | Set scope on the information available.
- How evidence connects | Follow relationships across Microsoft 365.
Take greater control of eDiscovery Earlier
See how Cloudficient can help your team connect matter decisions, reduce unnecessary downstream work, and maintain a clearer record from identification through early analysis.