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Concordance® Desktop is a tool that provides electronic discovery, litigation document management, and litigation support. It was designed to make it easier to identify, organize, analyze and maintain case-critical information so that you can collaborate and share across your firm, or around the world. Concordance Desktop provides the means by which a small to mid-sized law firm can control and maintain the documents that are pertinent to their cases.

All the functionality needed to create, maintain, store, and work with databases, as well as reviewing, marking up,  and redacting, and general production functionality of your documents is available in Concordance Desktop, and can be turned on with varying licenses. There are two types of licensing; Application and User Level.

•Application licenses are used to activate your installation of Concordance Desktop as either a Server or a Mobile installation.  

•User Level licenses are used to provide access to varying levels of functionality.

There are several user level licenses that affect three different types of users; Administrators, Full Reviewers, and Data Reviewers. All documents for a case can be imported into one or more databases by an Administrator. Once a database is created, it can be accessed by Data Reviewers for first level searching, record categorization, and folder, tags and issues creation. The database can also be accessed by Full Reviewers for searching and marking up documents pertinent to their cases, and for setting up documents they need to send to opposing council.

For more details about Concordance Desktop licensing and how it works, please see the About Concordance Desktop Licensing and Product Activation topic.

Basic Key Benefits and Features

Concordance Desktop provides the most effective, cost-efficient way to manage the high volume of documents—scanned paper, email and other e-documents—generated during litigation.

Here are some of the basic key benefits and features of Concordance Desktop:

•A repository that holds documents of all types

•A fast and efficient search engine

•Ability to categorize records with folders, tags, and issues

•Ability to secure confidential data at various administrative levels

•Ability to integrate with other litigation technology

Here are some of the key benefits and features when installed on a network server or computer:

•A secure, centralized location for your document databases

•Local Area Network (LAN) and Wide Area Network (WAN) access from workstations on which Concordance Desktop software is installed

•Server functionality uses highly optimized data compression.

•Server functionality provides RSA encryption for efficient and secure remote access. This is the same RSA 128-bit encryption that banks use for securing online transactions.

A Server license is required to enable Concordance Desktop Server on a server, or a network computer that you want to use as a the Concordance Desktop server. When that license is activated, two Concordance Desktop Server services are started; Concordance Desktop Server and Concordance Desktop Admin Server. The Concordance Desktop Server service sends data to Data Reviewer and Full Reviewer users on the network. This is where most of the review work is done. Concordance Desktop Admin Server service works with the Concordance Desktop Admin Console to control the server, database access assignments, and user management. The Administration Console provides a user interface to manage Concordance Desktop server functionality, allowing administrators to publish databases, restrict access and change user settings, set performance parameters, and generate usage reports.

Document Review Key Benefits and Features

Concordance Desktop provides an easy to use interface and markup tools for the review process.  You can view markup history as well as document and image information without having to switch back to the main Concordance Desktop window.

Document review typically involves searching for and marking up documents:

•Relevant for turning over to opposing counsel.

•Containing privileged or confidential information that you do not want turned over to opposing counsel.

•Containing evidential information to support your case.

The document review key benefits and features of Concordance Desktop are:

•An intuitive user interface for navigating and reviewing documents

•A single Concordance Desktop Image Base (CIB) SQLite database file to store both native and image information

•Advanced markup tools to review and annotate documents and images

•Track document markups added or removed during a review

•Produce color or grayscale images to PDF or TIFF

Database Capacity

Product Integrations

Concordance Desktop integrates with other leading industry technology tools and providers to assist you in maximizing the functionality you currently have in managing your case records and history, while allowing you to add on or transition data to other programs as you move through the litigation process.

Concordance Desktop also integrates with the following tools:

•Hosted Concordance Desktop servers

•CaseMap®

•CloudNine™ LAW

•Sanction® version 2.9 only

•Microsoft Excel®