Give review a boundary.
Define custodians, dates and sources. Record the collected population with a versioned snapshot and integrity information.
Simply Discover / Legal
Legal teams.
Find the evidence.
Understand the matter.
Bring communications, people and review decisions together. From the first question to a checked production, keep the evidence close and the judgement with your team.
Follow the matterThe matter, in contextControlled access
Investigation questionWhen did the terms change?
- 01 / DocumentAgreementCompare the versions
- 02 / EmailCorrespondenceRead the exchange
- 03 / RecordMeeting noteCheck the context
Matter
reviewPeople.
Events.
Source context.Human assessment
reviewPeople.
Events.
Source context.Human assessment
Checked productionPrivilege. Redaction. Final checks.
- 01Understand the context
People, communications and source evidence.
- 02Keep review deliberate
Human decisions, with a recorded basis.
- 03Explain the handover
Review records and production checks.
01 / A matter, not a pile of files
The question is clear.
The evidence rarely is.
A partner needs the position. A client needs an explanation. The relevant exchange might be three systems away.
Simply Discover connects collection, investigation, review and production for law firms and in-house legal teams. Bring email, chat and documents into a scoped matter, then examine the people, events and passages that give them meaning.
Keep the working brief and review history close to the evidence, so the next person on the matter can see both what was found and how the team assessed it.
Read with the matter in mind.
Use the case synopsis, labels and entity context to support review. Check AI-assisted assessments against the underlying passages.
Make handover easier to explain.
Retain review decisions, validation and production records. Give supervising colleagues a documented basis for the work.
02 / Follow the evidence
A disputed agreement.
A picture worth checking.
A client asks when revised terms were discussed and who was involved. Start with the question, connect the relevant material and test the developing picture against its sources.
A contract questionFictional example
A passage to examine
“Please send the revised terms before Friday so we can compare them with the version discussed at the meeting.”
One message connects a document, an earlier discussion and a date. It does not establish what was agreed.
Questions for the reviewer
- 01Which document version was attached?
- 02What do earlier replies and meeting notes show?
- 03Who participated, and when did the position change?
- Scope
Set the question.
Record the background, people, sources and review criteria. Keep a versioned synopsis as the matter develops.
- Investigate
Connect the picture.
Explore people and relationships, follow the chronology and return to supporting communications and documents.
- Review
Test the assessment.
Check rationale and highlighted passages. Correct labels, add notes and record the reviewer’s decision.
03 / Different matters. A shared discipline.
Built around the work
legal teams need to do.
The questions change between a dispute, a transaction and an investigation. The need for context, careful review and traceable decisions stays the same.
From early assessment to production
Understand the dispute.
Keep the evidence within reach.
Bring relevant communications and documents into a defined matter. Follow the sequence of events, assess significant passages and prepare reviewed material for the next stage.
- Build timelines and explore people and relationships.
- Review issue labels and supporting passages in context.
- Record privilege and disclosure decisions.
- Prepare a reviewed-items pack or a formal Bates production.
Questions behind a transaction
Examine the terms.
Keep their context.
Review agreements alongside the correspondence around them. Use configured labels and passage extraction to focus attention on obligations, termination terms or change-of-control questions.
- Define the issues and criteria for the review.
- Locate relevant passages and compare the supporting records.
- Check summaries and rationale against the original documents.
- Retain reviewer notes and evidence references for handover.
A concern that needs a clear account
Reconstruct the events.
Examine the connections.
Scope the question before collecting, then bring people, communications and chronology into view. Maintain a working account of findings without confusing a relationship or a match with proof.
- Select relevant custodians, dates and repositories.
- Curate entities and relationships with source context.
- Follow investigation activity and developing findings.
- Prepare a report with supporting references to check.
A request with a defined scope
Find the responsive material.
Prepare a considered response.
Turn the request into investigation questions and review criteria. Assess relevant content, protect sensitive information and retain a record of what was selected for the response.
- Document scope, source selections and review strategy.
- Check responsiveness using evidence and reviewer decisions.
- Review privilege and redactions before disclosure.
- Prepare supported outputs with manifests and workflow records.
04 / Decisions that deserve attention
Privilege is a decision.
Not a confidence score.
Finding an item and deciding whether to disclose it are different responsibilities. Keep that distinction visible throughout the review.
Our approach to redactionRecord privilege explicitly.
Mark items pending privilege review, withheld as privileged or cleared for production. Structured privilege logs record withheld material, with output handling governed by the production protocol.
Review what leaves the matter.
Apply manual document and attachment redactions, and inspect email redaction previews in relevance review. Check the selected material before preparing the output.
Make sign-off meaningful.
Governed review connects a versioned strategy, a defined review population and validation evidence. Review and Quality Control sign-offs are tied to the current basis; QC requires a different authenticated reviewer.
The platform supports the process; it does not provide legal advice or guarantee privilege detection or a legally defensible outcome. Your team makes the decisions.
05 / The right output for the task
A clear account.
A considered production.
A report for the team, a pack of reviewed evidence and a formal Bates production serve different purposes. Choose the workflow that fits the matter.
Investigation report
Bring findings, narrative and notable communications together from completed analysis, with supporting excerpts and citations where available.
A starting point for communicating findings, with references to verify.
Reviewed-items pack
Build eligible material from current review and disclosure decisions. Assemble communications, supported document outputs and an eDiscovery manifest into a ZIP.
A reviewed evidence pack, separate from formal Bates production.
Bates production
Manage numbering, assignments, manifests and structured load files. Finalisation checks cover required information, ranges, package assembly and hashes.
Blocking errors identify the details that need attention before finalisation.
The evidence matters.
So does the record of the work.
06 / Your matter. Your environment.
Customer-hosted.
Team-controlled.
Bring the software to the environment your organisation controls.
Simply Discover runs in Microsoft Azure, AWS or on premises. Plan hosting, residency and operations with your IT team, with source connections and review workflows configured for the deployment.
Feature, role and case permissions govern access to sensitive actions and evidence. Collection proof, review records and production history support supervision and handover.
- Microsoft Azure
- AWS
- On premises
Evidence sources include
- Microsoft 365
- Gmail & Mimecast
- Teams & Slack
- SharePoint & OneDrive
- Supported file & evidence imports
Source availability depends on the configured connector or import workflow, permissions and collection scope.
07 / Before you begin
Questions from
legal teams.
What does Simply Discover do for legal teams?
Simply Discover connects evidence collection, investigation, review and production for law firms and in-house legal teams. It brings communications, people, source context and reviewer decisions into a customer-hosted matter workflow.
Where is the platform hosted?
Simply Discover supports customer-controlled deployment in Microsoft Azure, AWS or on premises. Source connections, access permissions and enabled workflows are planned for the organisation's environment.
Does AI replace legal reviewers?
No. Manual review is supported without requiring AI classification first. Where AI is used, reviewers can inspect supporting passages, correct labels and make their own assessments. Scope, privilege, disclosure and legal conclusions remain decisions for people.
How is privilege handled?
Reviewers can mark items pending privilege review, withheld as privileged or cleared for production. Production protocols govern omission or placeholders, family handling and privilege-log requirements. Structured logs record withheld material. The software does not guarantee privilege detection.
Can we see why an item was classified?
AI-assisted classifications can include summaries, rationale, confidence information and supporting passages. Reviewers can check the source, assess the surrounding context and correct the decision. A classification is an aid to review, not a legal finding.
Which evidence sources can we work with?
Supported sources include Microsoft 365 mailboxes, Gmail, Mimecast, Teams, Slack, SharePoint, OneDrive, supported PST, MSG and EML files, and supported external evidence packages. Availability depends on the connector or import configuration, permissions and collection scope.
What can we export?
Investigation reports communicate findings, reviewed-items packs assemble eligible material, and formal Bates productions provide numbering, manifests, load files and finalisation checks. These are distinct workflows. The appropriate output depends on the matter and configured production requirements.
What do we need to get started?
Start with the matter's questions, relevant people and dates, the sources to collect, and the review and output requirements. Agree access and deployment with IT. The initial workload depends on data volumes, source readiness and the workflows your team enables.
Simply Discover / Legal
More time understanding
what the evidence means.
Start with the matters your team handles, the sources you work with and the decisions that take the most effort.