eDiscovery Workflow Automation for Modern Litigation Support
Streamline litigation projects from legal hold through production with end-to-end chain of custody tracking and EDRM-compliant workflows.
How Doculogix Supports the EDRM
At Doculogix, our Project Tracking System (PTS) and eDiscovery Workflow Manager (EWM) solutions are built to directly support critical stages of the Electronic Discovery Reference Model (EDRM) lifecycle.
From secure evidence intake and electronic chain of custody through data processing, project management, and workflow tracking, our platforms help forensic and litigation support teams maintain defensibility, accountability, and operational efficiency.
The areas highlighted in blue below represent the specific phases of the EDRM where Doculogix technology strengthens compliance, improves transparency, and streamlines operations.
With true electronic chain of custody, media tracking, people and project management, and detailed acquisition logging, Doculogix ensures your organization maintains control and visibility throughout the discovery process.
Industry-leading litigation workflow management since 2008.
End-to-end evidence tracking with complete audit trails and defensible chain of custody documentation.
Instant visibility into project status, workloads, budgets, and billing across all matters.
Structure
How Doculogix Is Organized
- Client
- Matter
- Project
- Service Request
- Task
Time & Billing Capture
Every engagement in Doculogix starts with the Client, then the Matter, then Projects and Service Requests, down to individual Tasks. When a service request is submitted, tasks are automatically created based on its service request type and can be auto-assigned to an individual, department, or group. Every assignment shows up instantly on real-time dashboards so you always know what's due, who owns it, and each person's current workload. When someone is overloaded, managers can reassign work in a click. Custom fields can be added at every level, and service request forms are fully customizable so your intake captures exactly what your team needs. As tasks are completed, time and billing are captured automatically, so work flows straight into invoicing without re-entry.
Products
Everything You Need to Manage eDiscovery Projects
Powerful software products and expert consulting services that cover every aspect of eDiscovery project management.
- Legal Hold Management
- Collection & Processing
- Task Management
- Production & Delivery
- Work Order Management
- Task Management
- Time & Billing Capture
- Automated Billing
- Workflow Assessment
- Process Optimization
- Technology Integration
- Change Management
Our Journey
Decades of Litigation Support Innovation
From the copy room floor to enterprise eDiscovery automation, our story is built on understanding the real challenges legal teams face every day.
- 1987
Industry Beginnings
Founder Terry Vaughan entered the litigation support industry working for NightRider Overnight Copy Service, eventually rising to Regional Vice President of Ikon Office Solutions.
- 1998
Acquisition of Litigation Solutions Inc.
Acquired Dallas-based Litigation Solutions Inc., revealing the urgent need for a more efficient workflow tool as industry demands and rapid technological changes reshaped legal operations.
- 2005
Project Tracking System (PTS)
Created the Project Tracking System, a purpose-built solution for managing litigation support projects with work order management, time tracking, and automated billing.
- 2008
Doculogix Launched
Officially launched Doculogix to share workflow management solutions with the broader litigation support industry, establishing the company as a dedicated software provider.
- 2018
EWM Development Begins
Began developing eDiscovery Workflow Manager (EWM), designed specifically for the eDiscovery industry to automate the full EDRM lifecycle from legal hold through production.
- 2020
EWM Released
Released eDiscovery Workflow Manager to the market, providing law firms and litigation support providers with comprehensive workflow automation for every stage of eDiscovery.
- 2024
API-First Integration
Focused on APIs to enable seamless integration of Doculogix products into other legal and enterprise platforms, expanding the ecosystem for modern litigation support workflows.
Testimonials
Trusted by Legal Professionals
“PTS allows us to manage projects, staffing, sales, and workflow in an easy platform and provides valuable information for us to operate our business efficiently.”
Nick Bruno
Founder at Barrister Digital Solutions
“PTS has been instrumental in helping our company enhance our workflow and reporting as well as helping us achieve increased profitability.”
Brian Grossman
Co-Owner/CFO at Litgistix LLC
“Showing each employee the role they play in the process and setting billing expectations has made the biggest impact on our billing and profitability. Now that each employee is paying for themselves, we can look at expanding our team.”
Sharon Spiser
Integrator at Litigation Solutions, Inc.
“Before PTS, we were frustrated about having so many different systems – the inefficiency also created stress for our employees.”
Cory Flynn
Director of ESI Operations at Array Discovery
“More accurate estimates result in higher revenue for Elite. Every time anyone asks me about PTS, I always give a glowing endorsement. I can’t imagine going back to where we were.”
Brent Beers
COO at Elite Document Technology
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