Business Intelligence is now more important than ever.

Your organization requires on-demand access to critical case information and financial metrics in real time. Client Portal delivers that real-time eDiscovery Dashboard with customizable alerts to help manage your business. Included at no additional charge with KLDiscovery offerings, this advanced data visualization tool is accessible anywhere in the world—including on mobile—and offers a robust view of vital financial, eDiscovery data, and case information.

Client Portal gives you meaningful business insights at a glance.

Streamlining workflows and providing oversight into all your projects to maximize efficiency.

Real Time Access to What Matters Most to Your Business

Dynamic and interactive data visualizations and dashboards combined with customized reporting give you complete and transparent business intelligence across your portfolio. Providing both an in-depth look at particular matters or an aggregate view of your entire portfolio and Electronically Stored Information (ESI), the eDiscovery Client Portal offers dozens of data points—revealing the information you need to make profitable business decisions.

Man using KLDiscovery Client Portal on laptop.

Business Intelligence

Access real-time metrics, covering the following categories:

Group these data points by service type, entity, and time period—giving you unprecedented flexibility to retrieve vital business intelligence. Additionally, configure permissions to ensure users have access only to the information appropriate for them. For Power BI users, the data in Client Portal can be downloaded for custom presentations, reports, and more. Learn more about the range of insightful metrics available in Client Portal.

Case Information & eDiscovery Reporting

Dashboards of bibliographic information are displayed for each matter, including:

  • Case caption
  • Client and law firm details
  • KLDiscovery contacts
  • Start date
  • Matter status
  • Applicable regional restrictions

Access all matters in one intuitive interface with convenient, point-and-click reporting and analysis for your eDiscovery dashboard needs.

File Library

Organize and share case documentation into customized folders for instant availability and improved file management, including:

  • Product specifications
  • Search reports
  • Review protocols
  • Agreements
  • Collection logs

Plus, view active and historical projects in a consolidated and advanced eDiscovery dashboard.

Customizable layouts, fields, dashboards, and alerts give you a personalized view into your business.

Personalized Alerts Empower You to Take Charge of Your Portfolio

Client Portal enables you to set up tailor-made alerts that align with your unique needs and priorities. Whether it is closely monitoring budgeted spend, accrued work in progress for the month, or significant increases in work being performed, you have the flexibility to establish alerts that suit your specific objectives.

Real-time Notifications

Receive timely notifications when your predefined conditions are met or exceeded. Alerts can be triggered on demand or at a scheduled interval.

Enhanced Control

Proactively manage your legal portfolio, take immediate action when necessary, and benefit from more efficient and cost-effective legal processes.

Improved Risk Mitigation

By receiving alerts to critical changes in real time, you can address potential issues before they escalate, ultimately saving time and resources.

24/7/365 User Support

Client Portal is backed by KLDiscovery’s white glove service, including robust product documentation.

Contact us to learn more about Client Portal, eDiscovery reporting, and schedule a complimentary demonstration.