Where AI Meets Regulatory Readiness
From capture to compliance, Smarsh delivers defensible intelligence ready to stand up to global scrutiny
Intelligent discovery
Discovery Agent delivers the right data for every investigation — no more, no less.
- Cost containment: Reduce outside counsel spend by using AI to narrow case scope before export, eliminating costly "data dumps."
- Rapid ECA: Accelerate case strategy with real-time visualization and filtering to surface material evidence within the source data.
- AI-driven review: Streamline investigations with automated summaries and timelines that identify key evidence in seconds.
- Global readiness: Conduct cross-border investigations with integrated high-fidelity translation for multi-language communications.
- Defensible decisions: Ensure audit-ready precision in custodian identification and risk mapping to stand up to regulatory scrutiny.
Intelligent surveillance
Intelligent Agent focuses supervisory teams on material risk, cutting the noise of low-relevance content.
- Operational efficiency: Suppress low-relevance alerts to focus supervisory teams on material, high-value risk.
- Contextual threading: Detect misconduct within full conversational flows, eliminating manual message reconstruction.
- Global risk oversight: Manage cross-border compliance with built-in multilingual intelligence across all channels.
- Native AI workflows: Analyze and translate content directly within existing conduct and archive workstreams.
- Enterprise-scale control: Strengthen supervision with production-ready AI models built for global institutions.
Intelligent Data Management and Security
Intelligence built for security, scale, and continuous innovation
- Automated lifecycle management: Reduce storage spend by utilizing tier-based data promotion and demotion based on access frequency.
- Archive integrity and defensibility: Ensure a complete, immutable record by instantly detecting and remediating ingestion anomalies.
- Secure voice intelligence: Automate PII masking and redaction within voice recordings to maintain privacy and compliance.
- Cost-optimized retention: Maintain long-term historical data availability while eliminating the high costs of legacy storage systems.
- Extensible API architecture: Leverage Audit, Identity, and Review Alert APIs to integrate archive workflows into your enterprise ecosystem.
Turn your communications data into enterprise intelligence
Smarsh transforms compliant data into AI-driven insight that strengthens decision-making, empowers your teams, and elevates customer experiences.
- Accelerate innovation and collaboration with AI Models and APIs
- Reduce duplication across systems
- Centralize governance across global teams
- Scale architecture without workflow disruption
Discover what’s possible with the Smarsh Platform
Intelligent Agent Guide
Discover the solutions, insights, and innovations shaping the future of digital communications compliance.
5 Reasons to Upgrade Your Surveillance
5 Reasons to Upgrade Your Surveillance See how Smarsh Intelligent Agent cuts review time, uncovers 3–5x more risk, and transforms compliance costs with AI.
What Is Search Tiering?
Reduce archive costs by aligning indexing depth with real data usage, without compromising compliance or discovery readiness.
Smarsh APIs Deliver AI-Ready Data Advantage
Unlock clean, compliant data from your archive to drive AI innovation, risk detection, and smarter workflows at scale.
Discovery, Surveillance, and Data Management
Generative AI use cases in financial services are increasing as regulators clarify their rules.
Release highlights
March 18, 2026
Smarsh Unleashes AI Agents to Cut Legal Discovery Costs by 75%
Smarsh is transforming corporate legal discovery with AI-native agents that cut investigation timelines from weeks to hours, replacing manual, resource-intensive processes with automated, defensible oversight.
October 15, 2025
Smarsh Unlocks AI-Ready Communications Data with New APIs
Smarsh introduced new APIs that give financial institutions greater access to and control over communications data. The open platform unifies fragmented sources and supports custom models and signals to power AI and strengthen compliance.
June 04, 2025
Smarsh Unveils Major Platform Innovations
Smarsh announces new Communications Intelligence Platform innovations including robust APIs for smarter financial oversight and secure, open access to communications data, smarter risk detection with breakthrough AI, and Capture of Microsoft 365 Copilot.
Gartner® recognized
Smarsh was named a Leader in the 2025 Gartner® Magic Quadrant™ for Digital Communications and Archiving.
Frequently asked questions
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Discovery Agent is Smarsh’s AI-powered discovery capability built for regulated environments. Working within preserved, auditable communications data, it generates contextual summaries, surfaces relevant signals across languages, supports defensible early case assessment, and narrows investigative scope—strengthening efficiency and regulatory defensibility without breaking chain of custody.
Intelligent Agent is Smarsh’s production-grade AI for communications surveillance. It detects risk within full conversational context, reduces unnecessary alerts, supports multilingual oversight at enterprise scale, and maintains audit-ready workflows, delivering more precise, transparent, and defensible supervision aligned to regulatory expectations.
Smarsh securely connects your data to outside counsel through a single, reconciled source of truth that captures content in native format across systems. Powerful search, case management, legal holds, and precise tagging ensure only relevant documents are exported. High-speed exports and open APIs integrate seamlessly with counsel tools, reducing manual work, costs, and risk under tight deadlines.
Smarsh embeds AI within preserved, governed communications environments protected by full audit trails, traceable source data, chain of custody, role-based access controls, and policy-driven lifecycle management. This ensures AI-generated summaries, risk signals, and insights remain transparent, reproducible, secure, and regulator-ready without compromising compliance integrity.
Built for Regulated Industries
Compliance runs through every workflow.
Supervise and enforce policy across every channel, so teams stay consistent and ready as expectations shift.
Transform preserved communications into proof-grade intelligence for faster investigations and stronger surveillance.
Chain of custody intact. Audit trails complete. Confidence built in.
Trusted by 9 out of 10 top global financial institutions.