Overview: Case Management

The discovery ][ Enterprise Case Management module provides you with the ability to create managing clients, clients, and cases (projects) for discovery, review, and production.

About Managing Clients and Clients

Two levels of clients help you identify and manage cases:

Both can be defined and managed in the Enterprise Case Management, Review, or Processing modules.

Users who had cases assigned (via the Self-Service module) under a different managing client will still retain access to those cases.

Managing clients provide a basis for case organization in the Enterprise Processing module and the relationship between cases and reviewers (groups and users) in Enterprise Review.

For service providers, managing clients are the companies and firms the provider does business with. For law firms, the firm itself is the managing client (a secondary client can be defined as part of case configuration).

Consider the comparison in this figure.

A secondary or subordinate client provides a further level of identification. For law firms this may be the same as the managing client or may be individual clients; for service providers, different secondary clients may also be appropriate. Apply these client concepts to your company’s business configuration.

Managing clients, clients, and code names appear on the Enterprise Case Management page. See the figure shown under Order of Activities for an example.

About Cases

In Enterprise, a case is the organizational tool for the data and documents in your eDiscovery project, from initial data ingestion/document discovery through review and production.

In Enterprise, the following options exist for case creation:


Case details

Enterprise cases are defined with many settings. In Enterprise, basic case details are defined (such as case name, application environment), and templates are used for many of the product-specific settings.

By default the following templates are used. These templates are part of the Enterprise installation, and are located by default in the installation location’s Program Files\Ipro Tech\Web\ ADDServices\App_Data folder.

DEFAULT Template

Used for...



  • Processing case

  • Processing & Review case

Settings for Enterprise Processing discovery/processing jobs


  • Processing & Review case

Settings for Enterprise Processing export jobs


  • Review case

  • Processing & Review case

Settings for Eclipse by IPRO document evaluation and review (fields, tags, redactions, etc.)


Administrators can create templates from within each Enterprise product for use in Enterprise instead of the default templates or to replace the default templates.

Note: If you choose to replace the default templates, it is strongly recommended that you first save the original IPRO templates to an appropriate back-up/archive location.


See eCapture by IPRO for complete details on processing and export settings.

See Enterprise Review for complete details on case settings

Code names and matter numbers

A code name (also called Enterprise Code Name or ECN) serves as a primary organizer for one or more related cases, as a shortened version of a very long case name, or for any purpose that will help you organize and recognize cases across all Enterprise products. Code names are created in Enterprise in conjunction with case creation. Code names are managed in the Enterprise database and available to all Enterprise products.

When defining a code name, a matter number can also be defined. The matter number is tied directly to the code name.

Order of Activities

Case-creation tasks occur from left to right on the Enterprise Case Management page, generally as shown in the following figure. Other aspects of the page are also noted in this figure.


Related Topics

Create New Managing Clients and Clients

Create a New Case in Enterprise

Modify Settings for a Case