Clearwell Case Management & Reporting

The Clearwell E-Disclosure Platform provides numerous case management capabilities to deliver complete visibility into all on-going cases. As a result, customers can easily monitor the progress of each case, ensuring that e-disclosure related deadlines are met and resources are optimised. Key case management features of the Clearwell E-Disclosure Platform include:

Case Analytics

Deliver summary reports to monitor case progress, ensuring that resources are properly allocated and deadlines are met. Pre-built case reports display the total number of messages reviewed, un-reviewed, and tagged.

Lifecycle Reporting

Provides integrated dashboards and reporting for the entire e-disclosure process from collection through production in a single interface. Case users can drill down to view and analyse data volume by custodian and file type for each stage in the e-disclosure lifecycle.

Multi-Case Architecture

Provides 64-bit, distributed, case-based architecture that enables the management of hundreds of cases and thousands of users through a centralised interface.

Case Configuration

Allows case administrators to create cases, manage groups, topics, review sets, decision tree tag structures, and tag values using an intuitive, web-based interface. Clearwell supports multiple case administrators and restricts access with role-based security.

User Management

Enables case administrators to manage user accounts, including user name, password, and role. Administrators can also limit views and restrict access and actions such as tagging and production privileges.

Audit Trail and Activity Reporting

Tracks user actions such as login, logout, search, tag, print, and export, providing a full, reproducible audit trail. Clearwell provides case-specific auditing and automatically produces activity reports for all cases and users.

iClearwell

Provides instant access to the Clearwell E-Disclosure Platform from any iPhone® or iPad®, enabling users to configure servers and view the status of cases while on the go.