Discovery today moves at a different speed. Legal teams today aren’t just juggling sprawling data sources, fast-moving matters, and rising expectations for speed and defensibility — but often doing so with tools that weren’t built to work together.
That’s why Mitratech and CloudNine have partnered to bring a new level of simplicity and connection to the Electronic Discovery Reference Model (EDRM). By integrating the Mitratech Legal Hold Solution with CloudNine Review, organizations can now move from legal holds to processing, review, and production in a single seamless, automated workflow, eliminating manual handoffs, reducing costs, and accelerating the entire eDiscovery lifecycle.
First Thing’s First: What Is the EDRM?
The Electronic Discovery Reference Model (EDRM) is the industry-standard framework outlining how organizations manage electronically stored information (ESI) during litigation or investigations. It covers every phase — from information governance and identification through preservation, collection, processing, review, analysis, production, and finally presentation. At its core, the EDRM ensures legal teams can handle data in a defensible, repeatable way throughout the entire lifecycle of a matter.
Why the EDRM Breaks Down in Most Legal Departments
Even though the EDRM is well established, most legal departments still manage it through disconnected tools and manual processes. Legal hold lives in one system. Custodian data is tracked in spreadsheets. Review takes place in another platform entirely. This fragmentation causes gaps in preservation, inconsistent workflows, issues with chain of custody, duplicate effort, unnecessary delays, and higher eDiscovery costs. And the two most failure-prone stages? Preservation (legal hold) and downstream stages like processing, review, and production. Connecting these stages is where the real transformation happens.
How Mitratech + CloudNine Create a Connected EDRM Lifecycle
The integration between Mitratech LegalHold and CloudNine Review brings structure, automation, and defensibility to the entire EDRM. Custodian data moves directly from preservation into review without manual intervention. Legal teams gain a single, end-to-end workflow that ensures consistency, accuracy, and traceability across every matter.
EDRM Workflow Improvement at a Glance
This integrated approach strengthens the EDRM by automating legal hold processes, standardizing custodian management, eliminating manual handoffs, accelerating review and analysis, maintaining complete audit trails, and reducing the overall complexity and cost of discovery.
Stage-by-Stage: How the Integration Modernizes Each Part of the EDRM
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Preservation: Stronger, Automated Legal Hold Management
Mitratech LegalHold reinforces the preservation stage with automated notices, acknowledgments, reminder cadences, escalations, compliance tracking, and full audit trails. The result is consistent, defensible preservation activity that stands up to scrutiny.
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Custodian Management: Automatic Transfer to Review
Instead of relying on spreadsheets or email chains, custodian profiles, acknowledgment status, hold activity, and preservation requirements transfer automatically from LegalHold to CloudNine Review. This removes a major source of risk and helps maintain an unbroken chain of custody.
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Processing: Faster, Cleaner Data Ingestion
CloudNine Review accelerates the processing stage with clean ingestion, deduplication, metadata normalization, indexing, and filtering. Because custodians flow directly from LegalHold, review teams start with accurate, ready-to-process data every time.
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Review & Analysis: Faster Insight and Better Accuracy
CloudNine enhances review with secure workspaces, advanced search, tagging and coding, analytics, and batch operations. With structured data flowing from LegalHold, teams can focus on meaningful analysis instead of administrative cleanup.
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Production: Defensible Output Every Time
From load files to exportable reports and verified chain-of-custody documentation, CloudNine ensures every production is consistent and defensible — no matter the volume or complexity.
Why a Connected EDRM Workflow Matters Now
Today’s data volumes, case timelines, and regulatory expectations leave no room for disconnected processes. A connected EDRM workflow helps legal departments maintain defensibility, accelerate review, reduce rework, lower total eDiscovery cost, strengthen collaboration across legal and IT, and prepare for the increasingly complex compliance landscape. Simply put, modern legal teams need integrated workflows — not a patchwork of tools.
Who Benefits From a Modernized EDRM Lifecycle?
This combined solution is a strong fit for corporate legal teams, legal operations leaders, eDiscovery and litigation support groups, compliance and investigations teams, and organizations managing recurring or large-scale discovery. These teams see immediate improvements in speed, accuracy, efficiency, and defensibility across the entire EDRM.
The Bottom Line: A More Confident, Connected Path Through the EDRM
A unified EDRM workflow reduces risk, speeds review, and helps teams maintain defensibility from the moment a hold is issued through final production. The Mitratech + CloudNine integration eliminates manual handoffs, strengthens the chain of custody, and delivers a modern, fully connected discovery lifecycle for legal teams that need both efficiency and confidence at scale.
Summary FAQs: EDRM + Mitratech + CloudNine
What is the Electronic Discovery Reference Model?
A standardized framework outlining the nine stages of eDiscovery from information governance to production and presentation.
Which EDRM stages does the integration improve?
Preservation, processing, review, analysis, and production.
How does this integration improve defensibility?
Consistent preservation, structured workflows, and unified audit trails reduce the risk of errors and sanctions.
Does it reduce eDiscovery costs?
Yes — by removing manual steps, reducing reprocessing, and accelerating review.
Who benefits most from this connected EDRM workflow?
Corporate legal, legal operations, compliance, and eDiscovery teams managing high-volume or recurring discovery work.
About Mitratech
Mitratech is a proven global partner for legal, risk, compliance, and HR teams seeking to maximize productivity, control costs, and mitigate risk. Serving over [X,000] organizations worldwide, Mitratech’s integrated platform brings together best-in-class solutions — from legal matter management and legal hold to HR compliance and risk governance — empowering teams to connect data, drive compliance, and scale with confidence.
Learn more at www.mitratech.com
About CloudNine
CloudNine is a leading innovator in eDiscovery and legal technology, delivering both on-premise and SaaS solutions that simplify the discovery of traditional and modern data. As the pioneer behind the award-winning eDiscovery review platform that is purpose-built to support traditional documents alongside emerging data types such as text messages, chats, and collaboration platforms CloudNine empowers legal, IT, and business professionals to manage litigation, investigations, and compliance with greater speed and accuracy.
CloudNine’s product suite includes CloudNine LAW for processing, CloudNine Concordance for on-premise review, and CloudNine Review, the self-service SaaS platform (soon to be available on-premise) providing comprehensive capabilities for both traditional and modern data. The company also offers a U.S.-based professional services and support team that helps customers automate and streamline workflows across the entire eDiscovery lifecycle, from data collection and processing to review and production.
Recognized as Best Emerging Technology (Non-AI) in the LegalWeek Leaders in Tech Law Awards 2024, CloudNine continues to advance modern data management and review for corporations, law firms, and government agencies.
Learn more at cloudnine.com.
