The evidence rarely stays in one channel
A question raised in email can continue in a messaging app, move to a call and end with a shared file. An investigation needs a way to follow that activity and organize the relevant records.
Comma combines communications archiving with case work and an expanded e-discovery workspace for enabled teams. The expanded workspace adds a cross-channel Timeline, entity identity and identity review. We confirm availability, captured sources and collection requirements when planning your deployment.
Follow the people when the conversation changes channels
Follow Maya Chen, Daniel Reed and Priya Shah through a deal review spanning email, WhatsApp, Slack, Teams, a RingCentral call and a Drive file. Timeline brings captured activity and associated entities together, with filters for the people, period, platform and activity you need to inspect.
Walk through three Timeline examples: a deal review, healthcare vendor onboarding and public-sector procurement.
Work from the activity to the evidence
Define the people and period
Start with the individuals, time window and connected sources relevant to the matter. Identity review helps your team assess which identifiers belong to the same person.Follow captured activity
For enabled teams, the timeline brings message threads, calls, voicemail, site scans and archived files into one investigation view. Narrow the activity with the available filters and inspect the relevant content.Organize relevant evidence
Create a case, assign an owner and link the records the team needs to review. Keep the case description, status and resolution beside that evidence.Prepare the handoff
Review the case and export its report. Discuss collection scope, source coverage and the recipient's required formats with our team before committing to a production workflow.
A case gives the investigation a working record
Cases connect the question under review with its owner, related content and decisions. An investigator can start from a flagged communication or bring relevant evidence into an existing case. Status and resolution help the next reviewer understand where the work stands.
The questions behind any evidence request
Use these questions with your legal, compliance or records team, whatever your industry.
- Authority and purpose: Who requested the review, what question must it answer, and who can approve the response?
- People, sources and dates: Which people and communications belong in scope, and what records are available for the period?
- Access and preservation: Who may review sensitive information, and what preservation requirements must be agreed before work begins?
- Decision and delivery: Who records the conclusion, who receives the material, and which format and deadline apply?
Keep parallel investigations organized
Open and closed case views give the team a place to find its work. Filter by owner, status or resolution, then open the case to review the supporting context. This supports internal investigations and supervisory reviews as well as preparation for external requests.
Ask for the workflow your matter requires
Legal teams, investigators and outside counsel should agree on scope before an export is produced. During a walkthrough, we can inspect the available channels, identity mapping, collection boundaries and delivery requirements together.
| Your investigation needs | What to establish in the walkthrough |
|---|---|
| The right people | How identifiers map to people, and where identity review is needed. |
| The right period | Date filters, source availability and the records already captured. |
| Useful context | Conversations, calls and files that can be inspected and linked to the case. |
| A preservation requirement | The requested scope and the preservation workflow available for your deployment. |
| A usable handoff | Case reports, collection scope, supported formats and any recipient-specific requirements. |
| A cross-border matter | Required locations for records and processing, reviewed as part of deployment planning. |
Source coverage depends on the connector, permissions and capture configuration. A case report and a collection of source records serve different purposes. Confirm the material and format the recipient needs rather than treating every export as the same deliverable.
Connect ongoing supervision with focused investigation
Policy matching helps reviewers find communications that merit attention. Case management organizes the resulting investigation. The expanded discovery workspace gives enabled teams additional ways to explore captured activity and identities across sources.
These workflows are useful wherever business communications become evidence: financial services supervision, healthcare administrative investigations and public-sector records reviews. The applicable obligations and production requirements remain specific to your organization and matter.
Frequently asked questions
Does Comma offer both archiving and e-discovery?
What do the screenshots show?
Can we investigate across several channels?
Can we specify a format required by outside counsel?
Do all teams get the expanded workspace automatically?
Walk through your next investigation.
Bring the channels, people, time period and output requirements. We'll show how the available archive and investigation workflows fit together.