Overview

The largest legal program within one of the largest federal law enforcement agencies in the United States needed a modern SaaS technology solution for litigation and legal hold. They had 65 TB of legacy data and more than 1,300 attorneys and 300 support personnel.

The goal was to leverage the scalability of a cloud solution with an experienced technology partner to further streamline eDiscovery processes. The office planned to move legacy data from Relativity to the new technology partner before the contract end date.

The office deemed Casepoint the best fit to meet its objectives and manage the large-scale migration. Casepoint completed the migration within the tight deadline, enabling the office to take advantage of Casepoint’s secure, FedRAMP Authorized cloud platform for AI-powered data discovery across key software applications.

The Challenge

When federal agencies decide to upgrade and migrate to a modern cloud-based data discovery platform, there are three key areas of consideration in addition to selection of the right platform: security and ATO experience, migration expertise, and a collaborative approach to onboarding and change management. 

For this particular federal agency customer, they had a very tight timeline in which they needed to ensure successful migration from Relativity, maintain productivity to meet the needs of the mission, and implement a new eDiscovery and legal hold software. The migration approach needed to account for time to achieve an agency ATO, overcome any data complexity, incorporate agency specific workflows, preserve attorney work products in the legacy system (Relativity), and do it with speed, accuracy, and no business interruption.

The Solution

Casepoint completed a seamless and successful migration by delivering tailored solutions and expert support at every stage:

  • Dedicated ATO Support

    Casepoint's IT team prepared an agency package and supported them through the ATO process resulting in an expedited ATO.

  • Effective Data Migration

    Casepoint’s data migration team monitored every stage of the migration, working to overcome unique complexities, including custom fields designed to meet the agency's specific needs. The Casepoint team leveraged migration tools to preserve content and fields from Relativity workspaces, ensuring they seamlessly transferred into Casepoint without any loss of core work product. Using a Blob-to-Blob transfer in Azure, Casepoint received Relativity ARM files at a regular cadence, enabling the migration to be completed ahead of schedule.

  • Comprehensive Onboarding Approach

    Casepoint’s onboarding team provided comprehensive resources, including online and custom training sessions, an accessible knowledge base, and dedicated support to ensure a smooth transition from Relativity to Casepoint. Strong collaboration and communication between Casepoint and the agency further contributed to a successful migration.

The Results

Casepoint completed the large-scale migration within the office’s tight timeline.

In just a few months, Casepoint successfully migrated 65 TB of data from 224 workspaces into the platform, spanning the Casepoint eDiscovery, Legal Hold, and FOIA software applications. In five days, Casepoint also migrated 338 active legal holds with role assignments.

Currently, the office has 70+ TB of data and 300+ total matters within Casepoint, supporting its 150+ users. With Casepoint’s unified, AI-powered data discovery platform, the office now benefits from advanced legal hold, eDiscovery, and FOIA capabilities, among other features.

The Results

Categories: