Cloudficient CaseFusion™ is a Foundational eDiscovery™ platform designed to address inefficiencies and risks in early data assessment that corporate law departments face when identifying, preserving, and collecting electronically stored information (ESI).
CaseFusion seamlessly integrates custodian data from HR, business, and IT systems with key activity and audit log insights, accelerating decision-making while simplifying case management.

SINGLE PANE
OF GLASS
+ Eliminate silos by centralizing custodian information in one accessible location
+ Identifies potential data gaps through comprehensive mapping technology
+ Automatically builds a data map per custodian, showing how data is stored & used across various platforms such as Exchange Online, Teams, SharePoint and many more
CUSTODIAN
IDENTIFICATION
+ Streamlines the process of verifying the right custodian identities and orchestrates eDiscovery data collection requests across multiple teams
+ Standardizes workflows for consistent custodian identification procedures
+ Reduces errors through systematic validation of custodian information
MERGER & ACQUISITION SCENARIOS
+ Preserves and archives metadata from HR-IS and AD, maintaining the full history of custodian data during and after mergers & acquisitions
+ Ensures business continuity during organizational transitions
+ Maintains historical records for compliance and legal requirements
CaseFusion seamlessly integrates custodian data from HR, business, and IT systems with key activity and audit log insights, accelerating decision-making while simplifying complex legal workflows.
CaseFusion empowers legal teams with greater efficiency, accuracy, and control throughout the eDiscovery process.
Know Who, Where, and When
CaseFusion.Identify
- Connects HR data, IT identities, and audit logs from 20+ sources to create a single source of truth for custodian management.
- Provides a “time machine” view to track key actions and relationships over time.
- Auto-generates data maps and identifies key custodians with high confidence.
- Automates requests to SMEs, HR, IT, and other stakeholders to gather case facts.
- Builds integrated custodian and case timelines to accelerate case management and strategy.
Automate Legal Hold Management
- Sends automated legal hold notifications and custodian questionnaires.
- Tracks responses and actions to ensure compliance.
- Provides clear, structured guidance to custodians, reducing errors and manual oversight.
Precise Data Collection
CaseFusion.Collect
- Automates the collection process, while detecting and retrieving contemporaneous versions of shared hyperlinked documents.
- Reduces reliance on manual workflows with scattered documentation.
- Ensures forensic integrity and proper chain of custody.
Faster
Identification
Reduces the time spent manually gathering custodian data
Stronger
Compliance
Ensures preservation and collection efforts to meet legal standards
Lower
Costs
Minimizes redundant processes and streamlines eDiscovery workflows
Improve
Decision Making
Accesses crucial information earlier in discovery to refine legal strategy