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EXTERRO FUSION
LEGAL GOVERNANCE, RISK AND COMPLIANCE
FUSION DELIVERS 360-DEGREE CONTROL OVER E-DISCOVERY AND MITIGATES
RISKS, REDUCES COSTS, ENFORCES COMPLIANCE AND STREAMLINES
PROCESSES FOR LEGAL TEAMS.

  Bridging the gap between legal, IT and records management.   PEOPLE



           Automated, transparent workflow management.     PROCESS



         Seamless integrations with best-of-breed solutions.   TECHNOLOGY



  Automation of processes. Collaboration between people. Integration of technology.   FUSION
BUILT ON THE FUSION PLATFORM
FUSION CORE PLATFORM
    Exterro software is powered by Fusion, an enterprise-scale platform modelled
    on the EDRM that simplifies technology in a comprehensive platform. Fusion
    provides a single collaborative framework from which legal, IT and records
    management teams can work through legal governance, risk and compliance
    management processes.

                                        COMPLIANCE PORTAL
                                        INTERVIEW MODULE

                                                                                           DISCOVERY
          GENOME                                  LEGAL HOLD                               WORKFLOW


            FUSION PLATFORM – LEGAL GRC EDITION
      Dynamic                Defensibility           Smart Alerts           Role Based Access         Collaboration
   Workflow Engine             Audits               & Notifications              Control               Framework

               Business Process                                    Collaboration       Advanced Workflow
                                        Task Management
                 Visualization                                      Framework            Orchestration



                                             Fusion Security Layer

                                     Fusion Integration Framework
                    Matter              E-Mail        Fusion Web
     HR                                                                     EDRM                ERM            ECM
                  Management            Archive         Services



 Think of Fusion as your central command center. Legal process mission control.
 A single, integrated platform to connect the dots and fuel success.
EMPOWERING LEGAL TEAMS
 GENOME                                                   LEGAL HOLD

 Genome delivers an up-to-date, dynamic ESI data          Fusion Legal Hold allows clients to send, track
 map that answers these questions:                        and manage defensible legal hold notifications
                                                          in five easy steps, simplifying the process of
    •   What information do we have?                      creating a legal hold, identifying custodians
    •   Where is it located?                              and data, and issuing notifications.
    •   Who owns it?
    •   When was it last updated?                         Fusion Legal Hold provides the collaboration,
    •   Why is the ESI relevant?                          automation, and usability required to provide a
    •   How long is the retention period?                 defensible approach to meeting today's
                                                          complex litigation hold needs.
 Genome is dynamic, shifting to reflect a company's
 information landscape as it evolves. Through
 intelligent workflows and automated processes,
 Genome enables IT departments and legal teams to
 quickly visualize and analyze data source information
 to proactively scope case parameters.




 DISCOVERY WORKFLOW MANAGEMENT                           FUSION CORE PLATFORM

 A comprehensive workflow management solution            Fusion’s core platform allows complete visibility
 that delivers streamlined, collaborative and            into third-party applications used in all workflows,
 configurable workflows around all e-discovery           acting as a project management portal to provide
 activities, from matter, issue and cost                 dashboard views across each stage of each
 management to discovery history and business            workflow, from information management and
 intelligence reporting.                                 e-discovery to policy management, risk mitigation
                                                         and compliance management.
 Discovery Workflow Management provides an
 automated integration hub that captures and             Unparalleled user experience, navigability and
 translates all data from any source required for        configurability provide a single platform from
 executing each stage of the EDRM process. It            which IT, legal and records management teams
 then drives through each phase and provides             can work through all legal governance, risk and
 complete discovery history and chain-of-custody         compliance management processes.
 reports, as well as comprehensive vendor
 management tools.
MORE THAN 50 FORTUNE 500 COMPANIES
HAVE SOMETHING IN COMMON
Exterro's clients come from diverse industries and represent some of the most successful names in their
respective fields. More than 50 Fortune 500 companies and Am Law 200 firms all trust Exterro to help them
automate their business processes.

Exterro’s Fusion Suite of solutions help organizations increase business productivity, increase compliance and
drive cost reductions.


      FUSION CORE PLATFORM
      “As a client-focused company, we are devoted to prioritizing our clients’ interests. By keeping the lines
      of communication open and building flexibility into our solutions, we are able to better serve and even
      anticipate our clients’ needs.”
                                                           – Bobby Balachandran, President and CEO, Exterro

      GENOME
      “Keeping track of what systems you have and who are the key players within those systems is an
      increasing challenge. Whether it is for business continuity, litigation support, legal hold, information
      security of data loss prevention, a data map gives you that bit of knowledge that helps you stay on top
      of an ever-changing landscape.”
                              – Bruce Phillips, Vice President of Information Security, Fidelity National Financial

      LEGAL HOLD
      "Since its implementation, Fusion has reduced our legal hold related outside counsel expenditures
      substantially, cut our spoliation and human-error related risks, and given us the transparent and fully
      defensible legal hold process.“
                                          – Kevin Anderson, Director of Litigation Support, Family Dollar Stores

      DISCOVERY WORKFLOW MANAGEMENT
      “The impact Fusion Discovery Workflow Management provided was impressive. The ease of use,
      detailed tracking mechanisms and constant collaboration aided early adoption. The state-of-the-art tool
      advance work product to a level the group was previously unable to achieve. Fusion's design forces
      compliance, delivers consistent and centralized documentation and repeatable procedures, reduces
      errors and reduces staff on-boarding time.”
                                        – Randy Girouard, Manager of Legal Services, Haynes and Boone LLP


     To schedule a demo:

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Exterro Fusion Legal GRC Platform

  • 1. EXTERRO FUSION LEGAL GOVERNANCE, RISK AND COMPLIANCE FUSION DELIVERS 360-DEGREE CONTROL OVER E-DISCOVERY AND MITIGATES RISKS, REDUCES COSTS, ENFORCES COMPLIANCE AND STREAMLINES PROCESSES FOR LEGAL TEAMS. Bridging the gap between legal, IT and records management. PEOPLE Automated, transparent workflow management. PROCESS Seamless integrations with best-of-breed solutions. TECHNOLOGY Automation of processes. Collaboration between people. Integration of technology. FUSION
  • 2. BUILT ON THE FUSION PLATFORM FUSION CORE PLATFORM Exterro software is powered by Fusion, an enterprise-scale platform modelled on the EDRM that simplifies technology in a comprehensive platform. Fusion provides a single collaborative framework from which legal, IT and records management teams can work through legal governance, risk and compliance management processes. COMPLIANCE PORTAL INTERVIEW MODULE DISCOVERY GENOME LEGAL HOLD WORKFLOW FUSION PLATFORM – LEGAL GRC EDITION Dynamic Defensibility Smart Alerts Role Based Access Collaboration Workflow Engine Audits & Notifications Control Framework Business Process Collaboration Advanced Workflow Task Management Visualization Framework Orchestration Fusion Security Layer Fusion Integration Framework Matter E-Mail Fusion Web HR EDRM ERM ECM Management Archive Services Think of Fusion as your central command center. Legal process mission control. A single, integrated platform to connect the dots and fuel success.
  • 3. EMPOWERING LEGAL TEAMS GENOME LEGAL HOLD Genome delivers an up-to-date, dynamic ESI data Fusion Legal Hold allows clients to send, track map that answers these questions: and manage defensible legal hold notifications in five easy steps, simplifying the process of • What information do we have? creating a legal hold, identifying custodians • Where is it located? and data, and issuing notifications. • Who owns it? • When was it last updated? Fusion Legal Hold provides the collaboration, • Why is the ESI relevant? automation, and usability required to provide a • How long is the retention period? defensible approach to meeting today's complex litigation hold needs. Genome is dynamic, shifting to reflect a company's information landscape as it evolves. Through intelligent workflows and automated processes, Genome enables IT departments and legal teams to quickly visualize and analyze data source information to proactively scope case parameters. DISCOVERY WORKFLOW MANAGEMENT FUSION CORE PLATFORM A comprehensive workflow management solution Fusion’s core platform allows complete visibility that delivers streamlined, collaborative and into third-party applications used in all workflows, configurable workflows around all e-discovery acting as a project management portal to provide activities, from matter, issue and cost dashboard views across each stage of each management to discovery history and business workflow, from information management and intelligence reporting. e-discovery to policy management, risk mitigation and compliance management. Discovery Workflow Management provides an automated integration hub that captures and Unparalleled user experience, navigability and translates all data from any source required for configurability provide a single platform from executing each stage of the EDRM process. It which IT, legal and records management teams then drives through each phase and provides can work through all legal governance, risk and complete discovery history and chain-of-custody compliance management processes. reports, as well as comprehensive vendor management tools.
  • 4. MORE THAN 50 FORTUNE 500 COMPANIES HAVE SOMETHING IN COMMON Exterro's clients come from diverse industries and represent some of the most successful names in their respective fields. More than 50 Fortune 500 companies and Am Law 200 firms all trust Exterro to help them automate their business processes. Exterro’s Fusion Suite of solutions help organizations increase business productivity, increase compliance and drive cost reductions. FUSION CORE PLATFORM “As a client-focused company, we are devoted to prioritizing our clients’ interests. By keeping the lines of communication open and building flexibility into our solutions, we are able to better serve and even anticipate our clients’ needs.” – Bobby Balachandran, President and CEO, Exterro GENOME “Keeping track of what systems you have and who are the key players within those systems is an increasing challenge. Whether it is for business continuity, litigation support, legal hold, information security of data loss prevention, a data map gives you that bit of knowledge that helps you stay on top of an ever-changing landscape.” – Bruce Phillips, Vice President of Information Security, Fidelity National Financial LEGAL HOLD "Since its implementation, Fusion has reduced our legal hold related outside counsel expenditures substantially, cut our spoliation and human-error related risks, and given us the transparent and fully defensible legal hold process.“ – Kevin Anderson, Director of Litigation Support, Family Dollar Stores DISCOVERY WORKFLOW MANAGEMENT “The impact Fusion Discovery Workflow Management provided was impressive. The ease of use, detailed tracking mechanisms and constant collaboration aided early adoption. The state-of-the-art tool advance work product to a level the group was previously unable to achieve. Fusion's design forces compliance, delivers consistent and centralized documentation and repeatable procedures, reduces errors and reduces staff on-boarding time.” – Randy Girouard, Manager of Legal Services, Haynes and Boone LLP To schedule a demo: