A public agency in California is seeking a comprehensive solution to automate and modernize its litigation hold and eDiscovery processes. The selected vendor will provide a platform that enhances legal compliance, data governance, and risk management, while streamlining workflows and reducing manual effort.

Key requirements include automation of litigation hold notifications, acknowledgments, and reminders; streamlined custodian management; and comprehensive litigation hold reporting with status dashboards and escalation alerts. The solution must integrate seamlessly with Microsoft 365, Exchange, SharePoint, Teams, and various file servers, as well as support mobile device discovery on platforms such as iOS and Android using defensible collection methods.

Additional capabilities should include email deduplication, thread analysis, redaction tools with privilege log generation, support for large-capacity data sets, and management of Bates numbering, document bundling, and production services. The system is expected to maintain thorough audit trails, enforce role-based access controls, ensure chain-of-custody integrity, and enable defensible preservation and export of electronically stored information (ESI) across county systems. Compliance with CJIS, HIPAA, and local government regulations is essential, along with secure role-based access and strict data segregation between departments. Deployment options must include on-premises, cloud, or hybrid models.