A Mac app for early case assessment, review and production

Review and produce discovery documents without losing control of your client’s data.

Drop in a folder of client files, search everything, code each document and produce a Concordance-compatible load file with Bates numbers. All of it happens on your Mac, and no cloud service, vendor or outside server ever holds a copy.

Download on the Mac App Store See what it does

Your client’s files

Leave your Mac: Never
Seen by a vendor or third party: Never
Account to create: None
Internet connection: Not needed
AI review: On your Mac
Remote content in evidence: Blocked

Discovery Triage on a Mac: search results for a heat lot number, an email opened beside the list, and the coding buttons — Search results and a key email, coded Responsive

§ 1 · Confidentiality

Your client’s files never leave your Mac

No cloud, no vendor, no one else’s server.

There is no cloud behind Discovery Triage. We never have your files, so we have nothing to lose, leak or hand over.

Nothing to upload

Documents are copied into a project folder on your Mac and stay there. No service provider holds a copy, so there is no vendor to vet and no outside server to be breached.

No networking code

No accounts, sync, analytics, telemetry or update checks. The app does its work without an internet connection.

AI that stays on the Mac

AI review uses Apple Intelligence’s on-device model. Document text is never sent to a server, ours or anyone else’s.

Evidence cannot phone home

HTML, XML and SVG documents are shown with remote content blocked and JavaScript off, so opening one never reaches out to the internet.

Projects live in the app’s private folder on your Mac, or a location you choose, and the app warns you if that disk is not encrypted. Read the full privacy policy.

§ 2 · Workflow

Ingest, review, produce

One app for the whole path from a folder of files to a production set.

01
Ingest

Documents are copied into a project folder on your Mac; originals are never modified. Text is extracted, scanned PDFs and images are OCR'd, and every file is fingerprinted with MD5 and SHA-256 hashes. Exact duplicates are found across all your sources by those hashes and marked, never deleted; a production can leave them out so each file goes once. Email families, including messages inside PST files, stay together. Text messages from a phone come in too, one document per conversation per day.
02
Review

Full-text search with ranked results and highlighting. Code each document Responsive, Not Responsive or Needs Review and flag privilege from the keyboard. Tags, saved searches, document sets and a privilege log.
03
Produce

Concordance .DAT and Opticon .OPT load files, Bates numbering, native files, text files and Bates-stamped page images (one JPEG or PDF per page). A pre-production summary shows what will and will not be produced before anything is written.

§ 3 · New in 1.1

Ask your documents

Search by meaning, ask a question of the whole case, and build a timeline, all on your Mac with Apple Intelligence. Every answer links to the passage it came from. Version 1.1 is in Apple’s review now and arrives as a free update.

Search by meaning: a plain-English question finds the matching contract clauses and emails, and the matched passage is marked in the document — **New**Search by meaning

Ask a question: an answer about the second shipment, with a numbered source that opens the email it came from — **New**Ask a question

Find details: a timeline of dates and amounts from the key documents, each row quoting the words it came from — **New**Find details

§ 4 · Up close

A closer look

The sample case, one feature at a time, at a size you can read.

Six text message documents listed by conversation and day, such as Texts, Dana Whitcombe, Jun 30, 2025, with the Text messages filter showing 6 and the Source filter listing the superintendent's phone — Fig. 1Texts by the dayA phone's texts come in as one document per conversation per day, listed with your other files and counted under File type.

A group text opened as chat bubbles with each sender's name and time, the word standby highlighted in two bubbles, and the line 2 matches in this conversation — Fig. 2Search inside a conversationA search marks the word in the chat bubbles, and the day says how many matches it holds so you can step through them.

A day of texts with the firm's lawyer marked Held for privilege review, with a note that the texts involve the firm's phone numbers or lawyers and the privilege and coding buttons below — Fig. 3Texts with your lawyer are heldTexts with your firm's numbers are held for privilege review until you answer, and the note says why.

The text message import list: Dana Whitcombe and a group conversation ticked with message counts and dates, and Marguerite Okoro unticked with the note Involves your firm. These are likely privileged. — Fig. 4Choose what to importTick the conversations you want, with message counts and dates. A conversation that involves your firm starts unticked and says it is likely privileged.

A search for heat lot 44821 showing 23 of 123 documents, the result list, and an email open with the markers 1 of 1 hits and 1 of 1 privilege terms — Fig. 5Search with a countSearch tells you how many of the documents match, and an open document shows its hits and privilege terms to step through.

The sidebar filters: File type with Correspondence, Text messages, Documents and more, Source with two sources, and People with Dana Whitcombe, Wendell Pike and Marguerite Okoro, each with a count — Fig. 6Filters with countsFile type, Source and People each show how many documents they hold, so you can narrow the set before you read.

Six coding buttons: Responsive 1, Not Responsive 2, Needs Review 3, Privileged P, Not Privileged U and Responsive and Privileged 4, with a Go to the next document after coding option — Fig. 7Code from the keyboardResponsive, Not Responsive, Needs Review and the privilege calls are one click or one key each.

A scanned delivery receipt stamped Received under protest, shown beside the document text read from it, with 1 of 1 hits for the search — Fig. 8Scans, read for youA scanned receipt sits beside the text read from it, so you can search it and check the reading against the page.

An open text file, a lunch order, marked Duplicate of DOC-000016 above its text — Fig. 9Duplicates are marked, not deletedExact copies are found by their SHA-256 fingerprint across every source. Each copy says which document it duplicates; nothing is removed, and a production can leave copies out.

The Export Production sheet counting documents left out as privileged, held for privilege review, not responsive and not yet reviewed, with the note that a partly privileged document is withheld whole, and the off-by-default option to include documents only AI Review marked Responsive — Fig. 10Before anything is producedBefore anything is written, the summary counts what will be left out and why. Including documents only the AI marked is off by default.

AI Review results under Likely responsive, with the note Suggestions only. Nothing has been coded, and for each document a confidence label of High and a one-line reason — Fig. 11AI suggests, you decideEach suggestion has a confidence word and a one-line reason you can check. Suggestions never code a document; you do.

The Audit Log window after Check Log, with the message The log is intact: 177 entries, none changed or removed, above the first log entry — Fig. 12A log you can checkCheck Log reports whether any entry in the audit log was changed or removed since it was written.

§ 5 · Safeguards

Built so mistakes are hard to make

AI suggests, you decide

Describe your case and what you are looking for, and Apple Intelligence suggests responsive and possibly privileged documents. It runs on-device, so document text is never sent to a server. AI suggestions are never final: by default only documents you coded Responsive are produced.

Privilege holds

A document coded privileged is never produced by default. A Responsive document the AI flagged as possibly privileged is held back until you answer the privilege question or deliberately override the hold.

Tamper-evident audit log

Coding, tags, AI runs, productions, exports and backups are recorded in a hash-chained log you can verify inside the app and export as CSV or JSON. It shows whether the record was altered; it cannot prevent it.

Backups

One-step project backup and restore with a checksum manifest, plus automatic snapshots before risky operations such as imports and productions.

§ 6 · Files

What it reads

Documents: PDF (with OCR for scans), Word, PowerPoint, Excel and RTF
Email: PST and OST (Unicode format), MSG, EML, mbox and winmail.dat
Text messages: iPhone Messages (from a Finder backup or a Mac), Android SMS Backup & Restore, and WhatsApp chat exports. One document per conversation per day, with photos attached.
Images: PNG, JPEG, TIFF, GIF, BMP and HEIC, with OCR
Archives: ZIP, TAR and TAR.GZ. Extract 7z and RAR archives first.
Audio and video: Indexed by metadata only. For transcription, see the companion app Soundproof Legal.

§ 7 · Requirements

What it needs

To run the app: A Mac running macOS 26 or later.
For AI review: A Mac with Apple silicon that supports Apple Intelligence, with Apple Intelligence turned on in System Settings and a language and region it supports.
Without it: Everything except AI review still works: import, extraction, OCR, search, manual coding, the privilege log and production.

§ 8 · Pricing

Free for your first 50 documents

Billed monthly or yearly through the Mac App Store.

Free

No time limit

Up to 50 of your own documents on this Mac, across all projects
The sample case is free and does not count
Every feature included

Pro

$149.99/month

or $999.99/year

Unlimited documents
Every feature included

No lock-in. If a subscription lapses, your projects stay viewable, searchable, backed up and re-exportable. Adding documents, coding, AI review and new productions need an active subscription past the free 50 documents. US prices; local prices are set by the Mac App Store.

§ 9 · Exhibits