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A Mac running macOS 26 or later. AI review additionally needs a Mac with Apple silicon that supports Apple Intelligence, with Apple Intelligence turned on in System Settings and a language and region it supports. Everything except AI review works without it.

We have tested one case of 25 custodians and about 20,000 documents on a MacBook Air with an M2 chip and 16 GB of memory: email with attachments, PDFs, Office files, scans that needed OCR, and about 56,000 text messages. Importing and reading everything took about a minute and a half, every file imported, searches returned in a fraction of a second, and the project took about 630 MB of disk space. Plan for about 40 KB per document for ordinary files, more for large scans and photos, and several times that when you produce JPEG page images (PDF page images are much smaller). AI review takes about 2 seconds per document, so run it on a search or folder of a few hundred documents rather than a whole case. Cases of more than 50,000 documents have not been tested; if you have one, keep a backup, import it as several sources, and tell us how it goes.

Open System Settings, choose Apple Intelligence & Siri, and turn on Apple Intelligence. The first download can take a while. If AI review is unavailable, Discovery Triage tells you the reason and offers a button to open Settings.

The free plan covers 50 of your own documents in total on this Mac, across all projects, with every feature included. The built-in sample case is free and does not count. Beyond that you need a subscription (monthly or yearly) bought through the Mac App Store. Current prices are in the pricing section and in the app. If a subscription lapses, everything stays viewable, searchable and backup-able, and completed productions can be re-exported. Adding documents, coding, AI review and new productions past the free 50 documents need an active subscription.

In the app, choose Subscribe… (or Manage Subscription…) from the app menu or the Help menu, then use Restore Purchases or Manage Subscription. You can also manage or cancel at any time at apps.apple.com/account/subscriptions. Billing is handled by Apple.

On your Mac, in the app's sandbox container, unless you chose another folder: ~/Library/Containers/com.westriverdatasystems.discoverytriage/Data/Documents/Discovery Triage Projects/<project name>/. Imported files are copied into the project; your originals are never modified. Nothing is uploaded.

Open the project and choose File > Back Up Project… (Option-Command-B). On the new Mac, install the app and choose File > Restore Project from Backup…. The container is also included in Time Machine by default; encrypt any backup disk that holds client data. Your subscription belongs to your Apple ID, so sign in with the same one and use Restore Purchases.

Download the sample case (zip, 1 MB). It is a made-up construction dispute with 116 documents once everything is opened up (123 in the app, which also imports its text messages): email with attachments, an mbox, PDFs, a scanned receipt and photos that need OCR, Word, Excel and RTF files, a zip, and duplicates. A phone backup of text messages sits next to the documents so you can try the text message import. Everything in it is fictional. Unzip it, create a project, import the Documents folder and follow READ ME FIRST.txt. It is well inside the free tier of 500 documents, so nothing needs to be bought. AI review in the walkthrough is optional and needs Apple Intelligence; everything else works without it.

PDF, Word, PowerPoint, Excel, RTF, PST/OST (Unicode format), MSG, EML, mbox, winmail.dat, images (with OCR), plain-text formats, and ZIP, TAR and TAR.GZ (.tgz) archives. 7z and RAR archives are not supported for now: extract them first with an archive utility, then import the folder. Audio and video files are indexed by metadata only; transcription is a separate app, Soundproof Legal.

Dragging the app to the Trash does not delete project data. Quit the app, delete the project folders under ~/Library/Containers/com.westriverdatasystems.discoverytriage/Data/Documents/Discovery Triage Projects/ (or the whole com.westriverdatasystems.discoverytriage container folder), delete any project stored in a location you chose, delete your exports, and empty the Trash. Remove Time Machine copies if your policy requires it. Use FileVault; overwrite-based secure erase is unreliable on SSDs.

Coding, tags, AI runs, productions, exports and backups are recorded in a hash-chained log. Choose View > Audit Log… (Option-Command-L) and click Verify integrity to check the chain. You can export the log as CSV or JSON; the export includes the hashes so it can be checked independently. The log is tamper-evident, not tamper-proof: it shows whether the record was altered, it cannot prevent it.