Review Platform Evaluation Checklist

WEEK ONE

Ingestion
Are multiple load file formats supported? ( i.e.Summation, Concordance, Attenex)
Does the platform have the ability to directly ingest raw data?

Document Organization
Are fields easy to set up?
Are fields easy to customize?
Can you organize documents by custodian?
Can you organize documents by file type?
Can documents be organized into a hierarchical structure
Can you organize docs for depositions
Is drag and drop coding available?
Are tags easy to set up?
Can you customize tags?
Does the platform assist with conventional document assignments to review teams?
Can you set up and assign batches?
Can you pre-group documents into batch folders?
Can you add documents to a review on the fly?
Can the platform be configured to accommodate customized workflow assignments?

Security
Can the platform set security to the user?
Can the platform set security to the workgroups?
Can security be applied at the metadata level?
Can security be applied at the tag level?
Can security be applied at the document level?
Can users share saved searches?

Administration
In the creation of cases (i.e.data, security, tags) - can you customize to meet specific case require
Can changes to security, tags, fields and workflow be made without major disruptions to uptime?
Can you create templates of case set-ups and re-use them?
Can you centralize management for enterprise deployment?

WEEK TWO

Review
Can you bulk and single tag?
Can you create tags on the fly?
Can you edit within database fields?
Does the platform allow you to in-line edit within list view?
Can you view files natively without having to perform additional actions to open file?
Can you view near-native also (real time HTML rendering?)
Can you view in PDF?
Can you view in TIFF
Can you view in text?
Is the interface intuitive?
Does it offer quick key navigation?
Does it offer a dual monitor coding option?
Can you tailor features for specific reviewer roles?
Does the platform offer foreign language capabilities?
Can you search on data with double-byte characters?
Can you customize the interface into other languages?
Does the platform have the ability to convert the application to local language / character set?
Does the platform offer one-touch column sorting?
Does it offer multi-layer sorting?
Can you redact granularly with reason codes?
Can you apply sticky notes on images?
Can you see family grouping of emails and attachments?
Can you float windows?
Does the platform have real-time search term highlighting?
Is persistent key word highlighting available?
Is near-dupe or duplicate grouping available?

Production
Can you produce in single or multi-page TIFF
Can you produce in PDF?
Can you produce Natively?
Can you produce in color, grayscale and B & W?
Can you endorse documents (either with bates stamps or confidentiality markings)?
Are data files compatible with common formats, i.e. Summation Concordance, Ringtail?
Can you view a production history?

Searching
Can you perform a simple search on custodian name?
Can you bulk drag documents into folders?
Can you set up saved searches as private and public?
Can you create "Prompted" searches by custodian?
Is there a filtering option on the tool bar
Is there a group-by function on the toolbar?
Is concept searching available?
Do you offer a CaseMap integration?
Can you run saved searches?
Can you edit these saved searches?

Reporting
Do you offer review statistic reporting?
Can your report on privilege logs?
Can you drop document lists into Excel?
Do you offer dashboard links to external data sources?
Does your organization offer professional services to provide customized training for all levels of users?
Do you have services that can help design proper workflow, training, and implementation?
Do you offer services to help customize reports and develop project lifecycle processes?