Rapid AI advancements are transforming eDiscovery software. Platforms that fail to incorporate new AI capabilities will leave users with outdated tools that hinder workflows, increase costs, and limit the ability to handle increasing data challenges.

If you’re using an older on-premises solution, a platform with minimal updates, or software impacted by an acquisition, you are likely suffering from inefficient workflows compared with newer available tools. Consider these questions to uncover whether it’s time to make a change.

1. Is Your Software Evolving With AI Capabilities?

AI capabilities are advancing at an unprecedented rate. Staying ahead requires eDiscovery software that continuously streamlines workflows, improves accuracy, and uncovers insights. A platform that doesn’t evolve with AI trends may disadvantage your team.

Ask your team:

• Does our software provider invest in AI advancements to keep up with the fast pace of change?
• Can we leverage AI-driven features to reduce manual effort and improve decision-making?

Choosing software that actively invests in AI ensures your team benefits from the latest advancements.

2. Does Your eDiscovery Software Match the Scale of Your Needs?

Some tools are overly complex, offering features you rarely use, while others lack scalability for high-stakes matters. The challenge lies in finding a solution that balances functionality with simplicity.

Ask your team:

• Are we paying for features we don’t use?

• Can our software handle both routine and complex tasks, as needed?

The right software should scale with your needs and streamline workflows, from processing and review to Early Case Assessment, without adding unnecessary costs.

3. Are Manual Processes or Lack of Updates Slowing You Down?

Many platforms rely on manual workflows or extensive customization, increasing costs, introducing errors, and delaying projects.

Ask your team:

• How much time do we spend on repetitive tasks like culling or tagging?

• Are software updates delayed because of custom configurations?

Built-in workflow automation reduces manual effort, allowing your team to focus on higher-value tasks. Software that minimizes the need for customization ensures seamless updates and avoids disruptions.

4. Does Your Software Support Diverse Data Sources and Integrations?

Current eDiscovery often involves diverse data types, such as mobile messages, chat data, and multimedia. Many platforms struggle to process and transform this data effectively.

Ask your team:

• Does our software handle data from tools like Microsoft 365, WhatsApp, and WeChat without creating delays?

• Can it integrate with other tools we rely on for seamless workflows?

Software that supports diverse data types and integrates well with your existing tools ensures smooth collaboration and efficient workflows, reducing the risk of bottlenecks.

5. Are Maintenance Costs and Pricing Sustainable?

Older on-premises tools can have hidden costs related to inefficiencies and lower client satisfaction. Cloud platforms with unpredictable pricing models can quickly add up, with fees tied to storage or user counts.

Ask your team:

• Are we saving on external costs by using a legacy tool, but realizing greater internal costs due to extra labor and time?

• Does our pricing model offer transparency and predictability?

Cloud-based software with transparent pricing and minimal maintenance costs ensures better budget control. Predictable models reduce financial strain and help your team focus on delivering results.

6. Are You Confident Your Platform Will Continue To Grow With Your Needs?

Software acquisitions, lack of investment, or outdated technology can make users question if their platform will evolve to meet future demands. Teams relying on stagnant tools risk falling behind competitors who use better-supported, forward-thinking solutions.

Ask your team:

• Are we confident our software provider will continue to invest in new capabilities?

• Do we feel supported with regular updates and a clear development roadmap?

Choosing software backed by consistent investment and a commitment to growth ensures your platform evolves to meet tomorrow’s challenges while empowering your team to perform at its best.

7. Does Your Software Meet Security and Compliance Standards?

Adhering to privacy regulations and meeting security standards ensures sensitive discovery data is handled properly.

Ask your team:

• Does our software comply with data privacy regulations like General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA)?

• Does it meet International Traffic in Arms Regulations (ITAR) requirements for managing defense-related or sensitive information?

• Are features like encryption and role-based access controls built in to protect data?

Prioritizing security and compliance helps reduce risks while handling sensitive information.

Moving Forward

Evaluating your current eDiscovery software with these questions can help prioritize key features. The ideal software should:

• Invest in AI advancements to stay relevant and improve workflows.

• Scale with your needs, offering flexibility for routine and complex matters.

• Automate manual processes to save time and reduce errors.

• Support diverse data sources and integrate seamlessly with existing tools.

• Offer predictable pricing and minimal maintenance requirements.

• Comply with global privacy and security standards for sensitive data.

• Provide a clear roadmap for continued development and investment.

By transitioning to software designed to meet today’s challenges, teams can confidently manage growing data volumes while improving results.