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✦ Agentic AI for the entire EDRM lifecycle

Data risk,
resolved by agents.

RK Space is the first agentic eDiscovery and data risk management platform. Our AI agents handle hold tracking, document review, privilege classification, and production — so your team focuses on judgment, not busywork.

✓ SOC 2 Type II ✓ FRCP 37(e) defensible ✓ Deploy in 14 days ✓ No credit card required
app.rkspace.com/wingate-v-meridian
Workspace
Home
Matters · 14
Legal Holds · 42
Review
Production
Insights
Analytics
Good morning, Sarah
L
Lex AI · I detected 2 custodians overdue on hold acknowledgment. Auto-reminders sent. Zero spoliation risk.
Active matters
14
↑ 2 this month
AI work today
9,201
Auto-redactions
Wingate v. Meridian · Production Live
SEC Investigation 2025-04 Expires 2d
Trinity Corp DD AI working
Activity
14:42
Hold Tracker sent reminder to K. Nguyen
11:30
Reviewed 240 docs · 98% concur with AI
09:42
SEC hold expiring — renewal needed
09:00
Triage agent resumed at 312 docs/min
Trusted by legal & compliance teams at
Halverson Law Wingate Capital Meridian Holdings Trinity Corp Phoenix Legal Hartley & Co.
EDRM lifecycle, automated

From identification to production,
agents handle the work in between.

14 modular playbooks covering every stage of the EDRM lifecycle. Each one configurable. Each one connected. Each one watched by a specialized AI agent.

PB-01
Governance
Pre-litigation posture
PB-02 ✦ AI
Identification
Triage agent
PB-03 ✦ AI
Legal Hold
Hold Tracker
PB-05
Collection
Hash-verified
PB-06 LIVE
Processing
OCR + Triage
PB-08 ✦ AI
Review
Privilege agent
PB-11 ✦ AI
Analysis
Investigator
PB-12 ✦ AI
Production
Bates · TIFF
Built for modern legal ops

Everything you need.
Nothing you don't.

8 specialized AI agents

Triage, Privilege, Redaction, OCR, Hold Tracker, Investigator, Production, and Auditor — each tuned for one job and held to a confidence floor.

See agents

14 configurable playbooks

One playbook per EDRM stage. Drag-and-drop form builder, WHEN/THEN automation rules, and per-role permissions — fully configurable by your admin.

View playbooks

Master workflow orchestration

Stitch playbooks together with hand-off rules. Approved custodians auto-trigger holds. Acknowledged holds auto-trigger collection. Hot docs auto-route to investigation.

See workflow

In-Place Preservation

Suspend retention rules across M365, Slack, SharePoint, NetSuite, Box, and 4 more — without copying data. Faster, cheaper, defensible.

How IPP works

Prompt-based analytics

Ask any question. "Show me hold ack rates by matter" · "Which custodians are at spoliation risk?" · "Cost saved by AI YTD?" — Lex generates the chart.

Try analytics

Audit-grade by default

Every config change, every AI action, every user click is logged to an immutable WORM-protected audit trail. FRCP 37(e) defensible out of the box.

Compliance details
By the numbers

Real results,
real customers.

From the last quarter, across our customer base.

38%
Average reduction in document review costs
$1.2M
Saved per matter on average through agentic workflows
14d
Time-to-production, down from 23 days last year
0
Spoliation events across 90 days. Zero. None.
Configure once, run forever

Your admin builds the playbook. Everyone else just uses it.

Most platforms force every team to learn complex workflows. RK Space inverts the model: your administrator configures forms, automation rules, permissions, and AI agents in Studio. Your end users — counsel, custodians, IPP operators — see only the polished form they need to fill out.

01
Drag-and-drop form builder Define field types, validations, conditional logic, and AI auto-suggestions per playbook.
02
WHEN / THEN automation "When custodian list is approved, auto-issue holds." 22 pre-built rules, fully editable.
03
Per-role permissions 8 roles × 14 playbooks = 112 permission entries. Granular, auditable, RBAC-compliant.
04
One-click publish Versioned playbooks. Test in sandbox, ship to production with full rollback.
Live preview · admin Studio
RULE-002 · WHEN
24 hours elapsed on hold instance with ack_status = "pending"
THEN
Send email reminder to custodian + log event in audit trail
Fired 47× this week · last fired 09:00 today
Resulting end-user experience
Custodian inbox · Marcus Tellman
Reminder: Acknowledge hold notice
You haven't yet acknowledged the Wingate v. Meridian legal hold. Please review and confirm within 2 days.
Built for every role

One platform.
Four tailored experiences.

Each role gets a workspace built for their job — not a watered-down version of the admin's view.

Admin

Playbook architect

Configure forms, automation, permissions, and AI agents. Orchestrate the master workflow that connects every playbook into a defensible EDRM lifecycle.

  • Drag-and-drop form builder
  • 22 automation rules · WHEN/THEN engine
  • Master workflow visual editor
  • Permission matrix · 8 roles × 14 playbooks
Lead counsel

Matter quarterback

Open matters, issue holds, run reviews, deliver productions. AI agents handle the routine; you make the judgment calls.

  • One-click matter initiation
  • AI-suggested custodians + scope
  • Privilege classification at scale
  • Prompt-based analytics
IPP operator

Preservation engineer

Manage 9 connector integrations, monitor source health, activate in-place preservation profiles, and watch for employee changes that affect data.

  • Connector health dashboard
  • 142 active preservation profiles
  • Real-time employee change alerts
  • Spoliation risk monitoring
Custodian

Hold acknowledger

Receive hold notices, acknowledge with one click, ask questions, and stay compliant — without ever opening a 40-page eDiscovery training manual.

  • Plain-language hold notices
  • One-click acknowledgment
  • FAQ + ask-a-question portal
  • Mobile-friendly

Stop chasing acknowledgments.
Start running matters.

Deploy in 14 days. SOC 2 Type II. FRCP 37(e) defensible. No credit card required.

Sign in → Choose your workspace
SR

Welcome back, Sarah

You have access to 2 workspaces. Pick one to continue.

Demo mode. Both workspaces below are fully interactive — explore freely. The Admin workspace lets you configure playbooks, automation rules, and permissions. The User workspace is what your team experiences when they sign in.
Admin Console

Playbook Studio

Configure 14 playbooks, 22 automation rules, 8 AI agents, and the master workflow that ties them together. This is where admins shape what end users will see.

Enter Admin Studio
End-User Workspace

Counsel · IPP · Custodian

Run matters, issue holds, manage preservation, acknowledge notices. Switch between four end-user personas (Counsel, IPP, Custodian, Admin-as-User) once inside.

Enter Workspace
Recent sessions
14:42 today
Admin Studio · Updated automation rule RULE-014 escalation threshold
Chrome · macOS
11:30 today
End-User Workspace · Reviewed 240 documents in Wingate privilege queue
Chrome · macOS
Yesterday
Admin Studio · Added field "Renewal interval" to PB-03 Legal Holds
Safari · iPhone
2 days ago
End-User Workspace · Issued legal hold to 8 custodians (Wingate v. Meridian)
Chrome · macOS
5 days ago
Analytics · Asked: "Show hold acknowledgment rates by matter"
Chrome · macOS
R
RK Space Admin Studio
Overview Playbooks Master Workflow Automation Permissions
● Production
RK
RK Space Admin/Overview

Playbook Studio

Configure modular playbooks, define forms and permissions, and orchestrate the master workflow.

Status Published Draft Needs Review Failed Running AI Agent
Playbooks configured
14
12 published · 2 draft
Automation rules
22
Last fired 14s ago
Active AI agents
8
All healthy
Users / roles
42/8
8 role types
Lex AI suggestion: The Master Workflow has an unconnected branch — "Hot Doc Escalation" never feeds back into Production. Review →
Recent admin activity
TimeAdminActionTargetStatus
14:38Rajesh K.Updated ruleAuto-escalate threshold 48h → 72h● Saved
13:22Sarah ReyesAdded fieldPB-03 → "Renewal interval"● Saved
11:04Rajesh K.Granted permissionReviewer + Approve in Review● Published
09:42D. PatelTest runMaster Workflow → stages 4-5● Test passed
YesterdaySystemAgent deployedAGT-Investigator-v2● Active
Admin/Playbooks

Playbooks library

14 configured playbooks. Click any to edit form, automation, permissions.

CodePlaybookPhaseFieldsRulesAI AgentStatus
PB-01Information GovernancePre-litigation224● None● Published
PB-02IdentificationPre-litigation142● Triage● Published
PB-03Legal HoldsPreservation143● Hold Tracker● Published
PB-04Custodian InterviewsPreservation92● Interviewer● Published
PB-05CollectionCollection165● None● Published
PB-06ProcessingProcessing115● Triage + OCR● Running
PB-07ECA / CullProcessing124● Triage● Published
PB-08ReviewReview187● Privilege● Needs review
PB-09Privilege LoggingReview123● Privilege● Published
PB-10RedactionReview104● Redaction● Published
PB-11Hot Doc AnalysisAnalysis134● Investigator● Published
PB-12ProductionProduction156● Production● Published
PB-13Trial ExhibitsPresentation92● None● Draft
PB-14Compliance AuditCross-cutting83● Auditor● Draft
Admin/Master Workflow

Master workflow

The orchestration layer. Each block is a configured playbook; arrows define hand-offs between them.

The master workflow stitches all 14 playbooks into the EDRM lifecycle. Click any block to edit its configuration.
EDRM lifecycle pipeline
PB-01 · DONE
Governance
Pre-litigation
PB-02 · DONE
Identification
Triage agent
PB-03 · DONE
Legal Holds
Hold Tracker
PB-05 · DONE
Collection
Hash-verified
PB-06 · LIVE
Processing
OCR + Triage
PB-08 · QUEUED
Review
Privilege
PB-11 · QUEUED
Analysis
Investigator
PB-12
Production
Bates · TIFF
Hand-off rules between playbooks
CodeFromToTriggerAction on hand-offStatus
HO-01PB-02 IdentificationPB-03 Legal HoldsCustodian list approvedAuto-issue hold notices● Active
HO-02PB-03 Legal HoldsPB-05 Collection100% acknowledgedTrigger collection job● Active
HO-03PB-05 CollectionPB-06 ProcessingHash verified + CoCAuto-start Triage agent● Active
HO-04PB-06 ProcessingPB-08 ReviewProcessing ≥ 95%Notify reviewers● Pending
HO-05PB-08 ReviewPB-09 Privilege LogPrivileged docs flaggedAuto-generate FRCP entries● Active
HO-06PB-08 ReviewPB-11 AnalysisHot doc detectedOpen Investigator hypothesis● Active
Admin/Automation

Automation rules

When this happens, do that. 22 WHEN/THEN rules across all playbooks.

Total rules
22
+4 this month
Fired (24h)
184
All successful
AI-driven
9
41% of rules
Failures
0
Healthy
Auto-issue holds when custodian list is approved ● Active
RULE-001 · fired 14× this week
When Field custodian_list_status changes to "approved" in PB-02 → Then Create instance in PB-03 and trigger Hold Tracker agent
Send 24h reminder for unacknowledged holds ● Active
RULE-002 · fired 47× this week
When 24 hours elapsed with ack_status = "pending" → Then Send email reminder + log audit event
Escalate to manager after 72h overdue ● Active
RULE-003 · fired 2× this week
When 72h past deadline AND no manual intervention → Then Notify direct manager + Lead Counsel
Hot doc detection → open hypothesis ● AI-driven
RULE-005 · fired 28× this month
When Document relevance_score ≥ 0.92 → AI Agent Open hypothesis in PB-11 for Investigator
Auto-redact PII when detected ● AI-driven
RULE-006 · fired 9,201× this month
When PII pattern (SSN, ABA) with conf ≥ 0.95 → AI Agent Apply Redaction Agent overlay
Spoliation alert when departure detected ● Active
RULE-008 · fired 1× this month
When Custodian on hold departs the company → Then Lock archive + notify Lead Counsel
Admin/Permissions

Roles & permissions

8 roles · 14 playbooks · 112 permission entries.

Permission matrix
PlaybookAdminLead CounselReviewerCustodianIPPComplianceExternal
PB-01 Governance●◐○○○●○
PB-02 Identification●●◐○◐◐◐
PB-03 Legal Holds●●◐◐●◐◐
PB-04 Interviews●●◐○○○◐
PB-05 Collection●●○○●◐○
PB-06 Processing●●◐○●○○
PB-08 Review●●●○○○◐
PB-09 Privilege Log●●●○○○●
PB-10 Redaction●●●○○○◐
PB-12 Production●●◐○○○◐
● Full access ◐ View only ○ No access
R
RK Space Workspace
Home Matters Legal Holds IPP Analytics
SR
RK Space/Home

Good morning, Sarah

Pick a playbook to begin. Each module follows the workflow your administrator configured.

3 items need your attention: SEC investigation hold expires in 2 days · K. Nguyen has not acknowledged hold (overdue) · Wingate matter ready for production review.
Active matters
14
2 new this month
Holds I own
42
2 overdue acks
Pending tasks
3
1 high priority
AI work today
9,201
Auto-redactions

Initiate a workflow

PB-01 · MATTER
Open a new matter
Start the EDRM lifecycle. Triggers identification, hold, and collection workflows.
Avg setup · 8 min→
PB-03 · LEGAL HOLD
Issue legal hold
Send preservation notice to custodians. AI pre-fills scope and recommends recipients.
Avg setup · 5 min→
PB-IPP · PRESERVATION
In-Place Preservation
Suspend retention rules across M365, Slack, SharePoint without copying data.
Avg setup · 4 min→
Recent activity
14:42
● Hold Tracker
Sent reminder to K. Nguyen — 24h overdue on Wingate hold.
11:30
You
Reviewed 240 documents in Wingate privilege queue · 98% concur with AI.
09:00
System
Daily processing window opened. Triage agent resumed at 312 docs/min.
Workspace/Matters

My matters

14 active matters across the firm.

Matter IDNameTypeLeadCustodiansStatus
WGN-2024-1142Wingate v. MeridianSecurities LitigationSarah Reyes42● Live · Production
SEC-2025-0408SEC Investigation 2025-04RegulatoryD. Patel18● Response Due
WB-2025-0810Internal Whistleblower 2025-08InternalM. Chen6● Investigation
ACQ-2025-0921Trinity Corp AcquisitionM&A DiligenceR. Patel24● Active
EMP-2025-1018Tellman EmploymentEmploymentL. Chang4● Discovery
IP-2024-0822Phoenix Patent DefenseIP LitigationS. Reyes12● Trial in 14d
Workspace/Legal Holds

Legal holds

All preservation notices across your matters.

Active
42
All issued
Acknowledged
95%
40 of 42
Overdue
2
Auto-escalating
Expiring soon
2
Within 7 days
Hold IDMatterCustodiansIssuedDays liveStatus
LH-1142-01Wingate v. Meridian42Sep 20, 202442● Active
LH-1142-15Wingate v. Meridian1 (K. Nguyen)Oct 30, 20242● Overdue ack
LH-0408-01SEC Investigation 2025-0418Apr 8, 202588● Expires in 2d
LH-0810-03Whistleblower 2025-086Aug 10, 202514● Active
LH-0921-07Trinity Corp DD24Sep 21, 202510● Active
Workspace/In-Place Preservation

In-Place preservation

Active preservation profiles suspending retention across connected sources.

Active IPPs
142
Across 14 matters
Volume preserved
8.4TB
+0.6 TB
Sources
9
2 issues
Spoliation events
0
90 days clean
Active preservation profiles
ProfileMatterSourcesVolumeDays activeStatus
Wingate IPP — Q3 MeridianWingate v. Meridian54.8 TB42● Holding
SEC IPP — InvestigationSEC 2025-044820 GB88● Expires 2d
Trinity IPP — DD scopeTrinity Corp61.2 TB10● Holding
Whistleblower IPPWB 2025-083140 GB14● Holding
Trial-prep Phoenix IPPPhoenix Patent4320 GB180● Renewal due
Workspace/Analytics

Analytics by prompt

Ask any question about your matters, holds, custodians, or workflows. Lex AI generates a chart, table, or summary.

Recent prompts
PromptByResult typeWhen
"Show hot docs from Wingate by week"Sarah ReyesTime series1 hour ago
"Which holds are expiring this month?"Sarah ReyesTableYesterday
"Total cost saved by AI agents YTD"Rajesh K.Number + summary2 days ago
"Custodians with multiple active holds"D. PatelTable3 days ago