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REAL TIME ACCESS + REAL TIME REPORTING + REAL TIME DECISION MAKING = REAL SAVINGS TRUST EVOLVE BUSINESS INTELLIGENCE LEGAL SPEND MANAGEMENT CONSOLE TRUST Last Login: More than 30 Days Ago Never Logged In Last Login: More than 30-60 Days Ago Last Login: More than 60-120 Days Ago 16% 14% 18% 52% Last Login: More than 30-60 Days Ago Never Logged In ELIMINATE INACTIVE USERS! Last Login: More than 30 Days Ago Relativity Users by Last Login Date Last Login: More than 60-120 Days Ago Visibility eliminates wasted spend! Houston | Los Angeles | Manila | New York | Phoenix | Portland | San Francisco | Seattle | Silicon Valley 888.666.3564 | www.evolvediscovery.com

Evolve Discovery_Trust - Evolve Business Intelligence

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Page 1: Evolve Discovery_Trust - Evolve Business Intelligence

REAL TIME ACCESS + REAL TIME REPORTING + REAL TIME DECISION MAKING = REAL SAVINGS

TRUST

EVOLVE BUSINESS INTELLIGENCE

LEGAL SPEND MANAGEMENT CONSOLE

TRUST

Last Login: More than 30 Days AgoNever Logged In Last Login: More than 30-60 Days Ago Last Login: More than 60-120 Days Ago

16%

14%

18%

52%Last Login:

More than 30-60 Days Ago

Never Logged In

ELIMINATE INACTIVE USERS!

Last Login: More than 30

Days Ago

Relativity Users by Last Login Date

Last Login: More than 60-120 Days Ago

Visibility eliminates wasted spend!

Houston | Los Angeles | Manila | New York | Phoenix | Portland | San Francisco | Seattle | Silicon Valley

888.666.3564 | www.evolvediscovery.com

Page 2: Evolve Discovery_Trust - Evolve Business Intelligence

What is Business Intelligence?Business Intelligence refers to the tools used to gather voluminous data and convert it into meaningful information to improve business decisions and procedures for companies and organizations.

Why does Business Intelligence matter? From the operations to the legal spend of all your cases, gain insight through the visual optimization of your projects. Locate key information with each case or evaluate it on a larger scale, as a whole. Forecast trends from the past and present to develop and enhance your decision-making process for the future. Leverage your expenses by evaluating a breakdown of the services used and cases worked on.

How does Trust benefit me?Evolve Discovery’s Trust is a client portal used as a business intelligence tool designed to work off inputs from Relativity and Finance exports with visual analytics. Get real-time access to key metrics on project status, user/service breakdown, legal spend and more. With a better insight on cases at your fingertips, easily manage your data across multiple matters.

Request Queue with Status

Requests by Status

In Progress

Requests by Status

OPEN REQUESTS

# OF REQUESTS

HOSTED MATTERS

# OF PROJECTS

# OF PROJECTS

HOSTED MATTERS

# OF REQUESTS

OPEN REQUESTS

Projects on Hold

Top 15 Requests by Ticket

# of Requests by Month

Acme v. BB Funding

Trading Matter

DOJ Investigation

Project Name

Status

Account Name

Requests by Type

Projects on HoldIn Progress

Complete

Complete

# of Requests by Month

71%

23%

EVOLVE BUSINESS INTELLIGENCETRUST

Page 3: Evolve Discovery_Trust - Evolve Business Intelligence

TOTAL BILLED THIS YEAR Spend by Case

TOTAL BILLED THIS QUARTER

OPEN BALANCE

MATTERS BILLED THIS YEAR

TOTAL BILLED THIS YEAR

TOTAL BILLED THIS QUARTER

OPEN BALANCE

MATTERS BILLED THIS YEAR

Spend per Quarter

Aging by Quarter (Open Invoices)

Aging Report

Spend by Service Type

$656,529.94

$211,925.47

$766,810.74

$774,544.27

$788,665.21$956,815

$2,740,283.46

Spend by Service Type

$656,529.94

$211,925.47

$766,810.74

$774,544.27

$788,665.21$956,815

$2,740,283.46

Spend by Case

Spend per Quarter

Real Time Access + Real Time Reporting + Real Time Decision Making = Real Savings

Legal Expenses Status• Stay on top of current costs• Breakdown your expenses by

service/case• Forecast spending trends • Quickly review outstanding

balances by quarter

Page 4: Evolve Discovery_Trust - Evolve Business Intelligence

For more information contact: Evolve Discovery

888.666.3564 – [email protected]

Trust.

But verify!

Transparent Reporting Real-Time Access User Control Streamlined Reporting Total Control of Spending

EVOLVE BUSINESS INTELLIGENCE

LEGAL SPEND MANAGEMENT CONSOLE

TRUST

TRUST

TRUST

FREE PORTAL ACCESS.

FREE...BECAUSE IT SHOULD BE.