Streamlining Discovery: How Smarsh, Exterro, FTI Technology, and Relativity Are Connecting the Dots
Multiple manual steps in today's discovery process waste teams' time on administrative tasks, distracting them from strategic work. We understand the pain caused by the relentless demands of litigation and regulatory investigations on your enterprise. We know that the stakes are high and the timelines are tight. We get how frustrating it is to have to collect, validate and process all discovery documents.
Why it matters
Discovery has historically been a resource- and time-consuming process. For large enterprises in the financial services industry, it’s unavoidable and must be considered a cost of doing business. But with seamless integration between a communications data archive and discovery or legal solutions, that “cost” can be reduced in the form of increased efficiency, defensibility and speed.
What makes manual discovery inefficient and fraught with risk?
Despite technological advances, the end-to-end process of discovery often remains stubbornly manual, fragmented, and fraught with risk. There are thousands of cases, each with many steps spread across multiple teams, departments, and technologies. An array of challenges can complicate tight deadlines.
Further, without the right experts leading the workflows, each handoff can create an opportunity for error, delay, or even data loss. Documents can go missing, audit trails can break, and the lack of transparency across workflows can leave you exposed to unnecessary risk and spiraling costs. Every disruption is time lost, further slowing down the discovery process.
How can discovery be streamlined with automation?
Integrating communications data archiving solutions with discovery or legal software is a huge step towards streamlining discovery. It enables legal and compliance teams to dramatically streamline legal hold preservation, collection, and review processes. Instead of juggling disparate systems, exporting/re-importing data, or waiting days for validation of manual transfers, teams can work in a unified environment that’s automated, auditable, and in sync.
This interoperability isn’t just convenient — it overhauls the discovery process. It minimizes the risk of human error, ensures defensible data practices, and accelerates access to the insights that matter. With modern integration, discovery becomes less about chasing data and more about strategic action.
How to achieve seamless, end-to-end control in discovery
Our customers consistently tell us they want a discovery process that is:
- Automated and auditable, not manual and opaque
- Secure and defensible, not risky and error-prone
- Seamlessly integrated, not fragmented across platforms
- Fast and cost-effective, not slow and expensive
If you’re dreaming of the day when you can truly take control of the discovery process, we have exciting news to share.
Automating, streamlining, and strengthening discovery with Smarsh and partners
Smarsh is collaborating with Exterro, FTI Technology, and Relativity to bring speed, precision, and control to the discovery process — through secure, API-driven integrations.
Our expanded API set connects our communications archive directly to each provider’s platform to eliminate manual exports and multiple validations, reduce risk, and accelerate time to insight.
- With Exterro, Smarsh enables seamless integration of archived data into e-discovery and case management workflows — reducing risk by controlling collection and preservation across the entire organization. Unlike traditional e-discovery tools, Exterro enables real-time policy enforcement, single-instance storage, and automated decisioning — so legal teams act faster with fewer mistakes.
- With FTI Technology, Smarsh powers expert-led workflows with defensible, optimized data management, in addition to integrations through FTI Technology’s proprietary solution FTI Technology Connect. As John Goff, Managing Director at FTI Technology notes, "At FTI Technology, we’ve seen firsthand how fragmented discovery workflows can create unexpected challenges for our clients. Working with Smarsh’s integrations, we’re helping clients eliminate redundancies, enhance data transparency, and gain faster access to insights — exactly what today’s high-stakes regulatory environments demand."
- With Relativity, the Smarsh integration provides a direct data transfer and enables targeted collections, so organizations collect only what they need. Once in RelativityOne, data is automatically processed for near-native review — including automatic chat conversion to Relativity Short Message Format — so you can jump-start your analysis and quickly begin leveraging Relativity’s advanced AI-powered review capabilities.
Together, these integrations:
- Eliminate manual handoffs and human error
- Save time and money
- Reduce risk and increase defensibility
Real results: Efficiency, cost savings, and risk reduction
Our collaborations with Exterro, FTI Technology, and Relativity are advancing how discovery is executed across the financial industry. Through purpose-built API integrations, each alliance delivers unique, high-impact results — whether it's streamlining preservation and case management, accelerating review and production, or optimizing workflows with expert guidance. The outcome is a faster, more defensible, and cost-effective discovery process that gives legal and compliance teams the control and transparency they’ve been waiting for.
Let’s start the conversation.
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Scalable for organizations of all sizes, the Smarsh platform provides customers with compliance built on confidence. It enables them to strategically future-proof as new communication channels are adopted, and to realize more insight and value from the data in their archive. Customers strengthen their compliance and e-discovery initiatives and benefit from the productive use of email, social media, mobile/text messaging, instant messaging and collaboration, web, and voice channels.
Smarsh serves a global client base that spans the top banks in North America and Europe, along with leading brokerage firms, insurers, and registered investment advisors. Smarsh also enables state and local government agencies to meet their public records and e-discovery requirements. For more information, visit www.smarsh.com.
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