Product Type

Legal Project Management

Make Complex E-Discovery and Legal Projects Simple


Fully integrated into our data risk management platform, Exterro Legal Project Management provides your team with repeatable and defensible best practices for your legal and e-discovery obligations.


Exterro Legal Project Management


Build repeatable, defensible workflows that match the processes your in-house team, service providers, or law firms use to ensure the best possible legal outcomes.


Save Time with Templates


Make your process more efficient with configurable templates, or create your custom workflow. Out-of-the-box process templates include Collection Tracking, Matter Intake, and Request Management.


Simplify Day-to-Day Work


Empower your team to move quickly without missing a beat with job aids like custom interview templates, step by step instructions, and checklists.


Increase Visibility and Track Progress


Monitor progress, identify problems, and gain analytic insight with real-time dashboards and advanced reporting. Use project notes to streamline communication between internal and external teams.


Increase internal visibility and ensure deadlines are met with intuitive management dashboards.


Intelligent dashboards update in real time, so you are always equipped with the most recent information about your ongoing legal matters, including custodians, activities, and timelines. Gain visibility into problem areas that may require prompt attention and act on them immediately.


Improve collaboration and eliminate fire drills with external partners.


Exterro Legal Project Management coordinates all stakeholder activities, connecting internal project members, third-party providers, and external law firms with fully defensible, auditable workflows, built-in collaboration and communication, and documented processes.


Complementary Exterro Tools

  • Legal Hold

    Easily create, distribute, manage, and track legal holds and custodian questionnaires.

  • In-Place Preservation

    Proactively protect and secure ESI from accidental deletion prior to collection.

  • Data Source Discovery

    Automatically update your data source catalog and associate data sources to employees who’ve stored data within them without IT involvement.

  • E-Discovery Data Management

    Collect, process, analyze, review, and produce relevant ESI in-house for e-discovery and legal matters.