InsightOptix

Documentation

Guides for the InsightOptix legal-hold & eDiscovery platform. Choose your version, then open the manual you need.

Version 5.0 — Current Earlier versions will be listed here as they are archived.

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For administrators

Administrator Manual

Configuration & governance — matters, users & roles, instance configuration, integrations, reports, release workflows.

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For matter teams

User Manual

Day-to-day work — the Evaluation Module, Proportional Discovery Assessment®, data sources, and reports.

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For custodians

Custodian Portal Guide

A short guide to acknowledging a legal hold, completing a survey, and responding through the self-service portal.

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InsightOptix is one platform with two products, by matter type: a Full matter is EvidenceOptix, a Legal Hold matter is Legal Hold Evolve. The manuals cover both and note where a feature is specific to one.