Ediscovery Software

Choosing the right ediscovery software is critical for legal teams to support litigation, investigations and other legal use cases today. Of course, what’s “right” is different for every legal team as factors ranging from type of organization (e.g., in-house legal department, law firm) to size of team, to types of cases litigated can impact the ediscovery needs for that organization. Some organizations may routinely have several cases active at a time and need robust capabilities for legal hold through review and production; others may be small organizations with only occasional litigation or other discovery needs.

This chapter provides an educational overview for ediscovery professionals on how to evaluate and select the best software for their needs. We’ll cover the evolving technological landscape of ediscovery, the main categories of ediscovery tools, practical tips for comparing vendors, and a detailed checklist of features and requirements to consider.

The Evolving Technological Landscape Around Ediscovery

The ediscovery landscape is changing rapidly due to new data sources, regulatory developments, and advances in technology. Legal teams must navigate an explosion of data types, increased privacy regulations, and the growing role of artificial intelligence in discovery.

Modern Data Sources

Legal matters today involve far more than just emails and standard office documents. Organizations now communicate across a broad spectrum of platforms – including mobile devices, collaboration tools, messaging apps, and social media – creating a wide array of data types such as text messages, chat threads, voice and video recordings, and multimedia attachments. To put this in perspective, an estimate from 2023 indicated that nearly 19 million text messages are exchanged in the world every minute, which underscores the staggering volume and complexity of data that may hold relevance in litigation.

This evolution in communication has pushed ediscovery software to expand its capabilities. Modern platforms now support data ingestion from sources like Slack, Microsoft Teams, WhatsApp, Zoom, and other cloud-based collaboration tools. These solutions are designed to provide near-native rendering of chats, threads, and media – ensuring that reviewers can see conversations in full context, complete with metadata such as timestamps, reactions, attachments, and participant details. Tools that can ingest this content directly from the cloud while preserving its structure and metadata are now essential components of a defensible and efficient ediscovery workflow.

Legal and Regulatory Pressures

Organizations are under increasing pressure to meet complex legal and regulatory obligations related to data privacy and protection. Laws such as the EU’s General Data Protection Regulation (GDPR) and U.S. state privacy statutes – including the California Consumer Privacy Act (CCPA) and a growing number of similar laws rolling out from 2024 to 2025 – impose strict standards for how personal data is managed during litigation. For example, GDPR mandates data minimization and restricts cross-border transfers of personal information, which can complicate ediscovery when data resides in multiple jurisdictions. Additionally, industry-specific regulations like the Health Insurance Portability and Accountability Act (HIPAA) (for healthcare data) and the Gramm-Leach-Bliley Act (GLBA) (for financial information) further constrain how data can be collected, reviewed, and produced in legal matters.

As a result, ediscovery teams must balance two critical demands: ensuring defensible data preservation to avoid spoliation sanctions and protecting sensitive personal data to prevent regulatory violations. Meeting these obligations often requires taking extra measures, such as anonymizing personal identifiers, applying jurisdictional filters, or obtaining legal approvals for international data transfers. In response, ediscovery software is evolving to support these needs with features like automated redaction of PII, geographic data filtering, and configurable workflows that align with privacy and compliance requirements.

Data Volume and Velocity

The volume of ESI involved in litigation is growing at an unprecedented pace, with data being generated and shared across countless platforms every second. Manually reviewing terabytes of information is no longer practical, especially as legal teams face mounting pressure to identify relevant evidence quickly and meet tight case deadlines. This data overload demands a new approach – one that goes beyond traditional review methods and embraces advanced technologies to manage both scale and speed.

Modern ediscovery platforms address this challenge by incorporating automation and artificial intelligence into core workflows. Sophisticated processing engines can automatically deduplicate repetitive files, thread email conversations, and group near-duplicate documents – dramatically reducing the total number of items that require human review. High-speed processing capabilities and cloud-based scalability further ensure that data can be indexed and made searchable almost immediately, keeping pace with the rapid flow of modern communications.

By streamlining these foundational tasks, legal professionals can shift their focus from data wrangling to strategic decision-making. Many platforms now include automated data culling and relevance-ranking features, enabling teams to quickly surface key documents and avoid the inefficiencies of linear, document-by-document review.

Artificial Intelligence and Machine Learning

Artificial intelligence has become a cornerstone of modern ediscovery. One of the most widely adopted applications is TAR, also known as predictive coding, which uses machine learning to categorize documents and prioritize those most likely to be relevant. By training on a subset of documents reviewed by attorneys, the system learns to distinguish between responsive and non–responsive content across the full data set, significantly accelerating review and lowering costs.

Courts have long recognized predictive coding as a defensible method, and its use has become standard practice in large-scale cases where manual review would be impractical. Today’s leading platforms often employ continuous learning models – commonly referred to as TAR 2.0 or continuous active learning – which refine their predictions in real time as more documents are reviewed.

Beyond predictive coding, AI is also applied to tasks like document clustering, email threading, and automated redaction of sensitive information, enabling even greater efficiency and accuracy.

The next frontier is generative AI, which is starting to appear in ediscovery platforms to support document summarization, generate case insights, or help users query document sets in natural language. Experts anticipate that generative tools will increasingly be embedded within TAR workflows, combining the strengths of predictive ranking with new levels of contextual analysis. As these technologies mature, legal teams will need to understand how to evaluate, adopt, and supervise them effectively. In today’s data-rich litigation environment, AI and machine learning are no longer optional – they are essential tools for surfacing key evidence and revealing hidden patterns in vast collections of digital content.

Data Privacy and Cross-Border Challenges

As data spans globally, cross-border ediscovery has become an enormous challenge. Different countries’ privacy laws and data sovereignty rules can conflict with U.S. discovery obligations. For example, the GDPR restricts transferring EU personal data to other jurisdictions without adequate safeguards. Companies involved in multinational litigation must navigate these restrictions or face hefty fines. In response to growing cross-border data privacy challenges, organizations increasingly turn to on-site or in-country data review processes and rely on ediscovery software that enables data localization and granular privacy controls. When international data transfers are unavoidable, legal teams implement safeguards such as secure file transfer protocols, encryption both in transit and at rest, and data anonymization techniques to minimize privacy risks and comply with global regulations.

To support these efforts, many ediscovery vendors have taken proactive steps by aligning with regulatory requirements – achieving GDPR compliance, certifying under frameworks like the EU–US Data Privacy Framework, and obtaining security certifications such as ISO 27001 and SOC 2. Ultimately, the evolving legal and regulatory environment requires that ediscovery tools not only manage a broader range of data sources but also do so in a manner that is secure, compliant, and defensible across multiple jurisdictions.

Types of Ediscovery Software

As illustrated by the Electronic Discovery Reference Model (EDRM), ediscovery is a broad process with multiple stages from information governance through presentation of evidence​. While some tools do many things, no single tool does everything; instead, there are several categories of ediscovery software, each specializing in part of the workflow.

Legal Hold Management Tools

Legal hold (or litigation hold) software is used at the outset of a matter to preserve data. When litigation is anticipated, organizations must suspend routine deletion of relevant information. Legal hold tools automate the process of sending hold notices to custodians (employees or other data holders) and tracking their compliance. A legal hold notice instructs people not to delete or alter certain ESI that might be evidence​.

Modern legal hold systems allow you to define the scope of the hold (custodians, data sources, date ranges, etc.), send notifications (often via email) to those custodians, and require an acknowledgment. They provide dashboards to monitor responses and reminders, ensuring no one ignores the hold. This replaces the old way of using spreadsheets to track holds​. Key features include: custodian management, template notices, automatic escalations for non-response, and reporting for defensibility. By preserving data early through a defensible process, legal hold software helps prevent spoliation (accidental or intentional deletion of evidence)​ and demonstrates to courts that you took reasonable steps to safeguard relevant ESI.

Data Collection and Forensics

Once data is identified and put on hold, the next step is to collect it and process it for review. Collection tools (often forensic in nature) are used to gather data from various sources in a defensible manner. This may involve imaging a hard drive, pulling emails from a server or cloud account, extracting chat records, or collecting mobile phone data. Key requirements are to preserve metadata and chain of custody – the software should log exactly when and how the data was collected, by whom, and ensure it’s a bit-for-bit authentic copy of the original. Many enterprise ediscovery platforms have built-in connectors for common data sources (e.g. Microsoft 365 email, SharePoint, Google Workspace, Slack) to directly collect data via API, which can be faster and more exact​.

When defensibility and maintaining a clear chain of custody are critical – such as in internal investigations, regulatory inquiries, or matters involving potential data spoliation – forensic collection software plays an essential role. These tools are specifically designed to capture forensically sound, bit-for-bit images of data from a variety of sources, including hard drives, mobile devices, email servers, and cloud-based platforms. Industry-standard tools like EnCase and FTK (Forensic Toolkit) are widely used for workstation and server data, while solutions such as Cellebrite and Oxygen Forensic specialize in mobile device collection.

These platforms can recover not only active files but also deleted content, hidden partitions, and detailed metadata that may be critical to an investigation. Each action taken during collection is documented in a comprehensive audit log, and built-in hash verification ensures that the integrity of the original data is preserved.

Forensic software also offers fine-grained collection controls, enabling practitioners to perform selective imaging – targeting specific directories, file types, or date ranges – or implement preservation-in-place, which allows data to be imaged without altering the original source. While operating these tools often requires specialized training or certification, the precision and defensibility they offer make them invaluable in high-stakes matters.

In many workflows, forensic collections are passed directly into broader ediscovery platforms, where the acquired data can be processed, analyzed, and reviewed. This integration ensures that sensitive and potentially contested evidence is handled with the utmost care from the moment of collection through to final production.

Processing

While processing is often included within ediscovery review tools, there are standalone processing software tools as well – these tools prepare the collected raw data for analysis and review. This includes tasks like decompression of archives (ZIP, PST files), indexing text for search, extracting metadata, normalizing file formats (e.g. converting emails and documents into a reviewable format such as PDF or HTML), de-NISTing (removing system files), and deduplication. Deduplication is critical when dealing with email chains or file shares – it ensures identical copies of a document are only reviewed once.

Advanced processing features often include email threading, which organizes related messages into coherent conversations, and the identification of near-duplicate documents or document families, allowing reviewers to evaluate related items in context. These capabilities reduce redundancy and improve review efficiency. Additionally, processing tools can apply preliminary filters, such as date ranges or keyword searches, to exclude clearly irrelevant data early in the workflow, helping legal teams streamline their focus.

The result of this processing phase is a structured, review-ready dataset, typically hosted in a centralized platform where each document is assigned a unique identifier, with full-text indexing and metadata captured for searching and sorting. Many ediscovery solutions combine data collection and processing into a seamless ingestion workflow – allowing users to connect to data sources, configure processing rules, and load content directly into the system for analysis and review with minimal manual intervention.

Early Case Assessment (ECA)

While some review platforms also provide ECA capabilities, ECA software enables legal teams to quickly gain insight into the scope and potential risks of a matter before committing to a full-scale document review. Typically offered as a module within broader ediscovery platforms, ECA tools help attorneys perform a high-level analysis of processed data to answer strategic questions such as: How much data exists? Which custodians are involved? What date ranges and keywords are most relevant? These tools often feature interactive dashboards, communication maps, concept clustering, and initial keyword search capabilities – all of which help users visualize and explore the data set. By identifying trends and key documents early, ECA empowers legal teams to estimate the time, cost, and complexity of the case and to begin shaping their legal strategy accordingly.

In practice, ECA also plays an important role in data culling, helping teams reduce the volume of information that requires detailed review. For example, it might reveal that certain custodians or data sources contain minimal relevant information, allowing them to be deprioritized or excluded. Alternatively, ECA might surface critical documents early on that influence the case trajectory or drive early settlement discussions.

The best ECA tools are designed for usability, enabling both technical and non-technical users to filter, group, and explore data with ease. Many also integrate machine learning capabilities to suggest related documents or detect patterns across the corpus. While not every matter includes a dedicated ECA phase, strong ECA functionality has become a hallmark of modern ediscovery platforms – offering a smart way to assess risk, streamline workflows, and contain costs from the outset.

Document Review Solutions

Document review platforms are the centerpiece of ediscovery software and they can span most of the ediscovery lifecycle from preservation and collection to production. These platforms provide a user interface for lawyers and reviewers to read documents and decide how to code them (e.g. relevant or not, privileged or not, issue tags, etc.). They are essentially large databases of the processed documents with powerful search and organizational features. A good review platform must be able to handle hundreds of thousands or millions of documents, allow many users to work simultaneously, and keep track of everyone’s work.

Key features include: an efficient document viewer (to display text, emails, images, PDFs, etc.), tagging and coding forms to mark review decisions, advanced search capabilities (keyword, Boolean, phrase, fuzzy search, metadata filters, etc.), and tools to manage the review workflow. For example, they often provide batch assignments so a review manager can assign chunks of documents to reviewers and track progress. They also may include review analytics – monitoring how many documents have been reviewed, the rate of review, and projections for completion​.

Modern document review platforms are increasingly enhanced with AI and machine learning to improve speed, accuracy, and efficiency for legal teams. A core feature is TAR or predictive coding, which helps prioritize documents that are likely to be relevant based on reviewer feedback. This enables teams to focus their efforts on high-value content early in the review process. In addition, platforms often include AI-powered capabilities such as entity extraction (identifying names, organizations, locations, etc.), clustering (grouping similar documents by content or theme), and even email threat detection to flag potentially suspicious or unusual communications.

Beyond AI features, many review tools offer robust review analytics designed to streamline reviewer workflows. Capabilities like email threading allow related messages to be displayed together in a single, coherent view, eliminating the need to manually piece together fragmented conversations. Similarly, near-duplicate detection groups similar documents, helping reviewers apply consistent decisions across like content. Another vital component is the platform’s redaction functionality, which should allow users to redact sensitive information – such as PII or confidential business data – with precision and consistency. Effective tools apply redactions across duplicates or document families, ensuring defensibility and reducing the risk of accidental disclosure.

Review platforms also handle collaboration among the legal team. Users can leave notes on documents, tag colleagues, or create shared searches and folders. Some platforms even support integrated messaging or discussion threads about documents. Given the sensitive nature of review, these platforms must enforce secure access controls, ensuring that only authorized users see certain data (for instance, a contract attorney reviewer might be barred from viewing the most sensitive privileged documents).

Trial Preparation

While some ediscovery platforms have limited capabilities to support trial preparation and courtroom presentation, most legal teams use dedicated tools for trial preparation. These tools assist legal teams in organizing key elements such as exhibits, deposition transcripts, and case-critical documents. Case management databases can serve as centralized repositories for evidence, while trial presentation software allows attorneys to build electronic exhibit binders or slide decks that can be quickly accessed and displayed during proceedings.

Trial preparation tools, sometimes referred to as presentation systems, often include features like real-time exhibit call-outs, on-screen highlights, and side-by-side document comparisons, all designed to enhance the clarity and impact of courtroom arguments. These systems make it easy to link exhibits to deposition testimony and to retrieve specific documents on demand – whether for live trial presentation or pretrial motion practice. Some vendors offer purpose-built solutions for creating electronic trial bundles or managing synchronized video depositions, offering an efficient bridge between discovery and courtroom strategy.

While trial presentation lies slightly outside the traditional ediscovery workflow, it represents the final and often most visible phase of working with electronically stored information. For that reason, it's critical that your ediscovery software can export data in formats compatible with trial tools – such as PDFs, TIFFs, or standardized load files. This ensures seamless handoff to litigation teams and avoids vendor lock-in.

Tips for Evaluating Ediscovery Software Vendors

Selecting an ediscovery software vendor requires careful consideration of both the software’s capabilities and the vendor’s reliability. Below are key factors and practical tips to guide your evaluation.

Key Features and Functionality

Make a checklist of must-have features that your cases require. For most teams, robust search capabilities are non-negotiable – look for support for advanced keyword and Boolean searches, phrase searching, and even concept or fuzzy search​. Additional essential capabilities include high-quality document processing – such as deduplication and email threading – robust redaction tools that allow for easy and consistent removal of sensitive information, and compatibility with the specific data types relevant to your matters, including cloud-based content, mobile device data, foreign language text, and embedded media or images.

If AI features like TAR are important in your search, compare how different vendors implement them. Automation is another plus: some tools can automate repetitive tasks like applying tags or running production exports. Ensure the software can also generate needed reports (for example, to track review progress or data volumes). By mapping the software’s functionality to your workflow, you can identify which solution covers your needs best.

Integration and Scalability

When evaluating ediscovery software, it’s important to consider how well it integrates with your existing systems. Seamless integration is especially valuable if your organization relies on other IT or legal platforms, such as document management systems, Microsoft 365, Gmail, Slack, or other commonly used data sources. A solution that offers built-in connectors or supports open APIs can streamline data collection and transfer, reducing the time and complexity involved in pulling relevant information into the platform.

Equally important is the software’s ability to scale effectively as your case volumes grow. A tool that works well for a 5 GB matter should also be able to handle a 5 TB case without performance issues or cost overruns. Scalability encompasses both technical performance – such as the capacity to manage millions of documents without slowdowns – and cost efficiency, ensuring that pricing models remain manageable as data volumes increase.

User-Friendliness and Training

While ediscovery software often boasts a wide array of features, it should remain straightforward and user-friendly. Legal professionals shouldn’t need an advanced technical background to navigate the platform effectively.

During product demonstrations, pay attention to how simple it is to perform everyday actions such as running searches, reviewing documents, or exporting reports. If common tasks are buried in menus or the workflow feels cumbersome, adoption across your team will likely be slow. Ideally, a well-designed tool should require minimal training – many modern platforms claim users can be productive after just an hour or two of onboarding. Vendors should also provide accessible training resources, such as online tutorials or user guides, to help your team get up to speed quickly.

It’s equally important to consider the experience of document reviewers, who often spend long hours working within these platforms. A responsive and efficient user interface – with features like keyboard shortcuts, batch coding, and easy navigation – can greatly enhance productivity and reduce fatigue over time. Prioritizing solutions that balance robust capabilities with simplicity ensures that your team spends more time focusing on substantive case work, rather than struggling with complex or unwieldy technology.

Customer Support and Vendor Reputation

Customer support quality can be a key factor when choosing ediscovery software. Carefully assess what each vendor provides in terms of customer service, technical support, and training resources. Consider whether the vendor offers 24/7 assistance – a must-have if you work across time zones or face pressing deadlines. Check if you’ll be assigned a dedicated account manager or a specific point of contact for support issues. Positive customer feedback, published case studies, and references from existing clients can offer valuable insight into a vendor’s reliability. Don’t hesitate to request references or consult independent software review sites to gather candid opinions.

It’s also wise to evaluate the vendor’s reputation, stability, and presence in the marketplace. The ediscovery industry is fast-moving, with new entrants and frequent mergers, so partnering with an established vendor can reduce risk. Established providers are generally more likely to remain current on legal trends and to invest in product improvements. However, newer companies can offer innovative features and fresh approaches – just be sure they have verifiable customers and positive reviews. Finally, review the vendor’s onboarding process and training programs: a true partner will invest in your success by offering robust training, certification opportunities, and practical resources to help your team get started.

Security and Compliance Credentials

Given the highly sensitive nature of legal data, security should be a top priority when assessing ediscovery solutions. Any cloud-based platform you consider should offer robust encryption – protecting data both at rest and in transit – and allow for granular access controls. Look for role-based user permissions to restrict access to confidential information and maintain data privacy within your team. Effective platforms should also provide comprehensive audit trails, logging all user actions such as downloads, deletions, and exports for complete accountability.

Beyond the software’s technical safeguards, scrutinize the vendor’s overall security credentials and compliance posture. Leading providers will hold certifications like ISO 27001 for information security management and SOC 2 Type II for audited security controls – evidence that their practices meet stringent standards. Confirm that any SaaS solution is hosted on a secure, certified infrastructure (such as AWS or similar providers), and ensure support for industry-specific regulations if your matters involve health (HIPAA), criminal justice (CJIS), or other sensitive data types.

Additionally, verify the vendor’s approach to privacy compliance: Are they GDPR-compliant? Will they agree to required contractual clauses for cross-border data? Security and regulatory compliance are non-negotiable – any lapse could lead to significant risk or liability. Fortunately, many top ediscovery platforms now highlight features such as two-factor authentication, strict password enforcement, and client-controlled encryption keys. Always validate these claims and ensure the solution aligns with your organization’s IT and legal standards.

Pricing Model and Total Cost

Ediscovery costs can escalate rapidly, so it’s essential to thoroughly understand each software provider’s pricing structure. Vendors may bill in a variety of ways – common models include per-gigabyte pricing, per-user licensing, per-matter flat fees, or a combination thereof. Traditional solutions often charge per gigabyte of data processed or hosted per month, sometimes adding extra fees for additional users or support. In contrast, many modern cloud-based platforms offer subscription pricing – charging a flat monthly or annual fee for a set volume of data or matters – or comprehensive “all-in” plans that bundle storage and user access into a single predictable rate. Each approach has its advantages and drawbacks: per-gigabyte pricing can be affordable for small cases but costly for larger volumes, while subscriptions offer cost predictability but may require careful right-sizing to avoid overspending.

When evaluating pricing, ask vendors to provide detailed explanations of their fees – including any potential hidden costs, such as charges for user seats, support, or data overages. It’s helpful to create sample scenarios (for example, a 100 GB case with five users over six months) and run them by each vendor to compare true total costs. Consider scalability as well: will expenses spike dramatically if you suddenly have a much larger case? Some providers offer flexible flat-fee models or monthly caps to accommodate shifting needs, while on-premises solutions may require additional investments in hardware or IT administration. Cloud solutions often wrap these costs into their pricing, streamlining budgeting. Ultimately, your goal should be to secure a transparent and predictable pricing model that matches your budget and anticipated caseload.

By considering factors such as features, integration, usability, support, security, and pricing, you can take a structured approach to evaluating ediscovery vendors. Creating a scorecard for each solution – assigning weights based on your specific priorities – and involving a cross-functional team (including attorneys, IT professionals, and paralegals) can help ensure you gather a range of insights and perspectives throughout the selection process.

Ultimately, the ideal ediscovery software is not just one that meets your current requirements, but one that can evolve alongside your organization and the ever-changing ediscovery landscape. Look for a partner, not just a provider, who will grow with you and support your team’s needs into the future.

Ediscovery Software Checklist

Requirements for ediscovery software can vary depending on the type of organization you are (e.g., corporations, law firms, government entities), the size of the organization, the number, types and size of matters and investigations you manage, etc. For example, a large law firm or corporation may expect the document review solution to provide predictive coding capabilities, while a smaller law firm handling smaller cases may not see that as a critical capability). Here is a checklist of things to look for.

1. Functional Capabilities

• Advanced search and filtering: Support for complex searches (Boolean, proximity, wildcards) and filtering by metadata (custodian, date, etc.), AI-based search, etc.

• Deduplication and email threading: The capability to automatically detect duplicate files across all datasets (global deduping) and organize email threads.

• Redaction tools: Built-in capability to redact privileged or sensitive content in images and text, with options to extend redactions to duplicates or families.

• Other processing features: Decompression of archives, OCR of scanned PDFs or images, handling of foreign language text and handling of embedded items.

• Production output: Ability to export data in standard ediscovery production formats (e.g. PDF/TIFF with load files, or native files with text and metadata).

2. Workflow and Usability

• User interface and experience: Straightforward and free of unnecessary clutter to enhance reviewer efficiency.

• Customizable workflows: Ability to customize the software to your team’s preferences, such as the ability to create custom document tags or issue codes or set up custom review workflows.

• Batching and assignment: Ability to create batches of documents to reviewers and track progress.

• Collaboration features: Capabilities like shared notes, alerts, or real-time collaboration within a case workspace.

• Training and documentation: In-app help, tutorials, or tooltips that guide users, as well as training sessions and certifications.

3. Reporting and Analytics

• Review progress reports: Track metrics (such as number of documents reviewed, pending, and tagged as relevant) to enable tracking of review progress.

• Data analytics: Features like dashboards or charts that break down information by file type, custodian, date range, or communication patterns.

• Exportable logs and audit trails: Support the ability to export audit logs or other reports for defensibility and compliance.

• Cost reporting: Metrics like data volumes and user activity that support cost calculation or allocation efforts.

• Analytics for quality control: Advanced analytics like sampling tools and AI-based insights (e.g. sentiment analysis or anomaly detection in communications).

4. Compatibility and Integration

• Data source integration: Connect to, and collect from, enterprise solutions within your organization, like M365, Google Workspace, Slack, Microsoft Teams, etc.

• Support for standard formats: Support common ediscovery load file formats and standards (e.g. EDRM XML, Concordance DAT) for data loading.

• Single Sign-On (SSO) and IT standards: Support authentication protocols, such as single sign-on (SSO) and supports multi-factor authentication (MFA).

• Synchronization with legal software: Ability to exchange data with a case management, matter management, or legal billing software solution can be a plus.

5. Security and Permissions

• User permissions: Role-based access controls, such as administrators and reviewers with permissions tailored according to each role’s responsibilities.

• Data security features: Features like encryption of data at rest and in transit and automatic timeout of user sessions.

• Compliance certifications: Adherence to recognized security standards such as SOC 2 or ISO 27001, FedRAMP, etc.