How to Create an eDiscovery Case
Creating a case in any eDiscovery solution is critical, both from an organizational perspective as well as functioning flow.
With SpinOne’s eDiscovery solution, you can create cases to organize and structure your eDiscovery data searches, legal holds and data exportation. Think of a Case as the knowledge hub for everything having to do with a specific investigation.
To create a Case on SpinOne, first navigate to eDiscovery on the left hand toolbar…
Next, select Create a Case on the top right side of the screen…
Now, begin entering relevant information for this Case. Be sure to include a Case Name, perhaps a general version of the investigation at hand as well as a Case Description, outlining what this eDiscovery Case is intended to accomplish.
Next, set the Case Expiration. The Case Expiration is the length of time for which the investigation should be active. Lastly, select the Case Owner(s). These licensed users could be your Legal Team, an Executive or Manager… anyone who is responsible for managing and actioning on the Case.
Tip: For a user to appear in the Case Owner drop down menu, you must first grant the User Admin Permissions as well as the permission, Manage Cases.
After selecting Preview, review the entered information to ensure everything is appearing as it should… Once finished reviewing, select Create a Case.
After selecting Create a Case, you will be redirected to the eDiscovery homepage, showing your Cases.
Congratulations! You have successfully created a Case!
Be sure to reference other Knowledge Base articles; showing how to perform Searches, launch Legal Holds as well as how to Export data from SpinOne.
Was this helpful?
Yes 
No