About cases

In Insight eDiscovery, an eDiscovery Administrator creates a case as a container that contains emails, collaboration messages, and files related to the case. Administrators and reviewers can perform a traceable examination on these items. Administrators can view all the cases in Insight eDiscovery, whereas reviewers can only view the cases to which they are assigned.

Cases are created and managed in the eDiscovery tab. When creating a case, the eDiscovery Administrator selects the user accounts (custodians) that the eDiscovery has to include. Within the case the eDiscovery Administrator can create and save the searches that find the custodian emails, messages, and files that may be pertinent to the case. The searches and review actions within a case are traceable.

Typically a case is set to place a legal hold on all the emails, messages, and files that are associated with it. The legal hold ensures that these items are retained in Arctera Insight Archiving, regardless of the company's email retention policies. These items remain on a legal hold until the reviewer or administrator removes the legal hold. Normally, the legal hold is removed for an item when a reviewer determines that it is not of interest to the case. Legal hold can also be applied to the results of individual searches.

When you save a search of a case, you can choose to save it as a Review Set, at which point you assign the search results to the reviewers of that for analysis. Multiple reviewers can interact and collaborate to review the search results to distribute the review work and expedite the discovery process. Once a search is saved as a Review Set it cannot be modified.