AutoPortfolio™ is a Windows-based plug-in for Adobe Acrobat Standard and Pro, developed by EverMap Company to automate the extraction, conversion, and organization of emails and attachments during legal electronic discovery (e-discovery). It acts as a powerful middleware utility that bridges the gap between raw email data (such as Microsoft Outlook exports) and litigation support systems.
⚖️ Solving the “PDF Portfolio” Challenge in Legal Workflows
Law firms frequently receive discovery productions as a “PDF Portfolio”—a single wrapper file containing hundreds of individual emails and native attachments (like Excel, Word, or image files). While convenient for storage, PDF Portfolios cannot easily be processed by review platforms, stamped with Bates numbers, or marked up for redaction. AutoPortfolio solves this by flattening, extracting, and standardizing these files into a review-ready format.
Raw PDF Portfolio (Emails + Native Attachments) │ ▼ [AutoPortfolio Plug-in Workflow] ┌───────────┴───────────┐ │ Convert to Flat PDF │ –> Combines all emails/attachments into one sequential file ├───────────┼───────────┤ │ Metadata Extraction │ –> Captures Date, Time, Sender, Subject to Excel/HTML ├───────────┼───────────┤ │ Deduplication │ –> Removes identical duplicate email threads └───────────┬───────────┘ │ ▼ ┌───────────┴───────────┐ │ Litigation Load Files │ –> Ready for CaseMap, Concordance, or Summation └───────────────────────┘ 🛠️ Core Capabilities for Legal Discovery
Portfolio Flattening & Assembly: Converts complex PDF Portfolios into one single, regular PDF document. It automatically inserts clear, hierarchical Acrobat bookmarks linking directly to each email message and its subsequent attachments.
Non-PDF Attachment Conversion: Automatically converts attached files (such as .docx, .xlsx, or images) into standard PDF format so the entire production can be seamlessly reviewed and sequentially paginated.
Metadata Exporting: Scrapes critical email data points—including Date, Time, Subject, From, To, CC, and Message Size—and formats them into structured Excel-ready or HTML spreadsheets for fast sorting and early case assessment.
Deduplication: Identifies and filters out identical email threads or redundant messages within the portfolio. This heavily minimizes the review volume, cutting down billable hours spent looking at the same data.
Load File Generation: Creates specialized load files required to import discovery text and imagery into prominent legal review platforms like CaseMap, Concordance, and CT Summation.
Exception Reporting: If a specific attachment cannot be safely converted to a PDF (such as system .exe or encrypted .zip files), the plug-in automatically generates a diagnostic text report flagging those precise documents for manual review. ⚙️ How It Operates
The application is integrated directly into the host interface. Once installed, it is accessed through the Plug-ins > AutoPortfolio drop-down menu in Adobe Acrobat. It utilizes a single, unified setup window where users add multiple portfolio files to a batch list, choose output destination paths, and toggle extraction parameters.
Note: Per the AutoPortfolio Quick-Start Manual, users must launch the tool directly from the Plug-ins menu before opening a portfolio file, as Acrobat natively locks its plug-in bar once a portfolio wrapper is active. 📋 Licensing and Availability Convert PDF Portfolios into Regular PDF Documents – EverMap
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