Epiq Discovery

Start your matter with a concrete plan, not a maze of tools. In Epiq Discovery, you open a new workspace, choose how much assistance you want (hands-on or guided), and point the platform to your sources—email, chat, cloud drives, archives. It ingests at scale, pulls metadata from each file, and extracts text so everything is searchable immediately. From there, you build your initial culling strategy: stack filters by custodian, date, file type, and keywords; save searches for reuse; and map themes with automated topic grouping to understand what conversations and documents cluster together. Quick sampling validates your criteria before you commit, helping you cut down volumes without losing critical material.

Next, design a review that fits your team. Create coding templates with issues, responsiveness, and confidentiality fields; define tags and custom labels for consistent decisions; and auto-batch work to reviewers based on size or priority. Search supports wildcards, proximity, and Boolean logic, with hit highlighting to speed skimming. Threaded comments keep conversations tied to a document, and @mentions route questions to subject-matter experts. Version history and document tracking show where a file has moved, who touched it, and how it changed. Indexing stays updated as new material arrives, so late data can be added to the same workflow without disruption. more