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      Cloud Onboarding & Offboarding
      Information Governance
      Foundational eDiscovery
      Cloud Onboarding & Offboarding
      Information Governance
      Foundational eDiscovery
      Platform

      Case Management

      Refine Case Strategy

      Efficient case management is essential for navigating legal matters. It brings structure and clarity to the often-complex world of eDiscovery.

      CaseFusion’s case management capabilities provide legal teams with powerful tools to visualize and manage their matters through intuitive data maps, comprehensive timelines, and streamlined request workflows. By centralizing case information and automating key processes, CaseFusion enables informed decisions to be made earlier in the case while maintaining a defensible record of all case activities. 

      Traditional approaches to case management rely on disconnected systems, manual tracking through spreadsheets, and inefficient email communications that lack transparency and create information silos. 

      Organizations struggle with numerous case management challenges that impact both efficiency and outcomes, including: 

      Fragmented Case Information

      Critical case data is typically scattered across emails, spreadsheets, shared drives, and multiple stakeholders' records.
       
      Without a centralized system, legal teams waste valuable time searching for information and risk making decisions based on incomplete data.
       

      Limited Timeline Visibility

      Understanding the chronology of events, custodian involvement, and data access is crucial but challenging to track manually.
       
      Legal teams often lack the tools to visualize complex timelines that combine custodian activities, document creation/modification events, and case milestones.
       
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      Inefficient Request Management

      Managing the flow of information requests to subject matter experts, IT personnel, and custodians becomes increasingly complex as cases grow.
       
      Without structured workflows, requests often fall through the cracks or results in incomplete responses that require multiple follow-ups.
       

      Disconnected Data Mapping

      Traditional methods fail to connect custodians to their data source in a dynamic, time-sensitive way.

      Static data maps quickly become outdated in fast-moving organizations with changing systems and personnel.

      The Solution - Cloudficient CaseFusion

      CaseFusionTM delivers an integrated platform that unifies custodian identification, data preservation, and collection into one cohesive platform, eliminating the need for disconnected point solutions. Our comprehensive solution features three interconnected modules that work seamlessly together. CaseFusion.IdentifyTM maps custodian identities across scattered systems. CaseFusion.PreserveTM automates legal hold notifications and questionnaires. CaseFusion.CollectTM enables forensically sound data collection guided by insights from the earlier modules. 

      The platform provides interactive data maps connecting custodians to relevant data sources, multi-dimensional timelines merging activities and events, and streamlined request workflows with customizable approval processes. By maintaining a centralized repository that eliminates data silos, CaseFusion enables legal teams to develop strategy at the identification stage, leveraging custodian and data inttelligence for more effective early case assessment.

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      Person Profile -- Timeline