The Case Manager is the operational hub of an EDT case. They set up and configure cases, manage user access and permissions, coordinate between technical and legal teams, oversee review workflows, and produce reports to keep stakeholders informed. Their daily work spans nearly every area of the platform, with deep hands-on involvement in case orchestration.
| EDT Feature | How Do I... |
|---|---|
| Login & Authentication | Log in and verify my authentication is working so I can begin configuring the case? |
| Terms & Conditions | Confirm that all team members have accepted the required terms before they access the case? |
| Site Home Page | Navigate to my active cases and check for any pending notifications after logging in? |
| Case List | Find a specific case from the full list to check its status or open it for configuration? |
| My Cases View | Quickly access the cases I'm actively managing without searching the full case list? |
| Case Home Page | Orient myself within a case to reach the setup, review, or reporting areas I need? |
| Tabs | Switch between the Import, Manage, and custom workflow tabs I've configured for the team? |
| Workspaces | Set up and navigate workspaces tailored to different team roles within the case? |
| Views | Add and arrange views so reviewers and analysts see the right data displays? |
| Filters Panel | Apply filters to narrow down records when checking on case progress or investigating issues? |
| Layout Panel | Open the coding panel to verify that layouts are configured correctly for reviewers? |
| User Profile Settings | Adjust my display preferences for efficient multi-case management? |
| Case Profile Settings | Configure case-level preferences such as auto-run search and unsaved changes behavior? |
| Keyboard Shortcuts | Use shortcuts to move efficiently through configuration and management tasks? |
| Share via Email | Send a link to a specific workspace or record set to a team member who needs it? |
| Notifications | Monitor the status of imports, exports, and other background jobs I've initiated? |
| About Dialog | Review the case summary, disclosure dates, and participant details at a glance? |
| Help & Links | Access the help documentation or external links I've configured for my team? |
| EDT Feature | How Do I... |
|---|---|
| Case Creation | Create a new case with the correct name, category, time zone, and template for the engagement? |
| Case Templates | Start a new case from a preconfigured template so all groups, fields, tags, and layouts are ready? |
| Case Lifecycle | Move a case from active to deactivated or archived once it reaches the appropriate stage? |
| Custom Tabs | Create workflow-specific tabs (Prepare, Analysis, Review) with the right group permissions? |
| Workspaces | Design role-specific workspaces so each team member sees only what they need? |
| Fields | Define the custom metadata fields the legal and review teams need for coding? |
| Tags | Build the coding taxonomy with parent/child tag hierarchies and set permissions per group? |
| Layouts | Design review coding panels with the correct fields, tags, and group access for each review stage? |
| Folders | Create folder structures with group-based access control to segregate data by custodian or matter? |
| Quarantine Folders | Set up quarantine folders to isolate privileged records with appropriate family handling rules? |
| Document Sets | Create document sets for briefs, exhibits, or production packages and assign permissions? |
| Groups & Permissions | Configure role-based groups with the correct feature-level and object-level permissions? |
| Case Settings | Set case-level configuration such as date format, time zone, viewer defaults, and banner messages? |
| Coding Rules | Create calculated, concatenated, or conditional rules to automate coding decisions? |
| Case Rules | Configure rules that update case-level fields automatically when record-level data changes? |
| Import Rules | Define validation rules that reject or warn on non-compliant data during import? |
| Export Rules | Set rules to prevent export of privileged records or records missing required coding? |
| EDT Feature | How Do I... |
|---|---|
| Participants View | View and manage all participants registered in the case? |
| Participant Types | Create the right type of participant record — Case Person, Case Org, or site-level — for each individual? |
| Roles | Assign the correct role (accused, prosecutor, witness, judge, custodian, etc.) to each participant? |
| Add Participants | Register participants individually or in bulk via CSV/XLSX upload? |
| Representation Tracking | Record legal representation relationships and designate primary representatives? |
| Participant Details | Maintain start/end dates, status, and custom fields for each participant? |
| Alias Detection | Run alias detection to group name variants and ensure people searches return complete results? |
| Alias Operations | Review, merge, or reject alias suggestions and download the entities report? |
| Communications View | Visualize who is communicating with whom to identify key custodians or persons of interest? |
| Persons (Site Level) | Manage site-level person records that span multiple cases? |
| Orgs (Site Level) | Manage site-level organisation records with relationships and associated cases? |
| Chronology Integration | Allocate participants to chronology events to build the case narrative? |
| Download Participants | Export the participant list to Excel for reporting or external review? |
| EDT Feature | How Do I... |
|---|---|
| User Accounts | Create user accounts, assign roles, and enable or disable access for team members? |
| Authentication Modes | Verify which authentication mode is configured and ensure users can log in correctly? |
| Password Complexity | Check that password policies meet the organisation's security requirements? |
| Two-Factor Authentication | Enable two-factor authentication for users who require enhanced security? |
| Groups & Permissions | Set up groups with the correct combination of 80+ feature-level permissions for each role? |
| Org Units (Multi-Tenancy) | Manage organisational unit separation when multiple teams share the platform? |
| Folder-Based Access Control | Ensure users only see records in folders their group is authorised to access? |
| Quarantine | Verify that privileged records are properly isolated in quarantine folders? |
| Case Audit | Review the case audit log to check who has accessed, modified, or exported records? |
| Site Audit | Monitor site-level login and access activity across organisational units? |
| Export Rules | Confirm that export rules prevent disclosure of privileged or restricted content? |
| Import Rules | Ensure import validation rules are enforcing data quality standards? |
| Terms & Conditions | Configure the terms and conditions that users must accept on login? |
| Site Settings | Manage platform-level settings including S3 paths, feature visibility, and email configuration? |
| Site Appearance | Set colour themes, logos, and login messages for the platform or case? |
| Org Unit Appearance | Configure per-tenant branding for multi-tenancy deployments? |
| Case Stats | Review site-level case statistics to monitor portfolio health and capacity? |
| Site Jobs | Monitor cross-case background jobs to identify failures or bottlenecks? |
| Active Jobs | Track and manage running jobs within a specific case? |
| Permissions Reports | Generate per-case or per-user permissions reports for audit or compliance reviews? |
| Templates | Create and manage case, import, and export templates for standardised configuration? |
| EDT Feature | How Do I... |
|---|---|
| Report Builder View | Build custom reports showing case progress, coding status, or data volumes by custodian? |
| Grid Download | Generate a quick Excel export of filtered records with optional attachments for stakeholders? |
| Chronology View | Create and present a case chronology with events, linked records, and timeline visualisation? |
| PDF Presenter | Set up a presentation view for a hearing or case review meeting? |
| Exhibit Lists | Produce an exhibit list with numbered exhibits and metadata for court submission? |
| Case List Report | Download a cross-case report to provide management with portfolio-level visibility? |
| Case Stats | Review case metrics with colour-coded indicators to assess overall case health? |
| QA Reports | Generate data quality reports to track import issue resolution? |
| Import Details | Review import summaries, message logs, and issue reports for completed imports? |
| Export Summary | Check export settings and error reports after a production run? |
| Participant Download | Export participant details to Excel for case documentation or external reporting? |
| Audit Reports | Generate case-level and site-level audit reports for compliance? |
| Review Pool Reports | Monitor review pool progress, batch status, and coded/unreviewed counts? |
| Record Audit | Check the per-record audit trail to see who opened or modified a specific document? |
| Download Charts as PNG | Export visual charts from analysis views to include in case status presentations? |
| Print Records | Combine selected records into a single PDF for physical evidence packages or filing? |
| EDT Feature | How Do I... |
|---|---|
| Staging Tab | Check the staging area to confirm data has been uploaded and is ready for import? |
| Itemisation Logs | Review the itemisation log to understand what is in a staged data set before import? |
| Item Kinds & Types | Assess the composition of staged data to plan import settings and resource allocation? |
| Assign Custodian | Ensure custodians are correctly assigned to staged data before the processing analyst imports? |
| Import Unprocessed Files | Oversee the import of native electronic data and confirm the correct options are selected? |
| Import Load Files | Coordinate load file imports when receiving pre-processed data from external parties? |
| Simplified Load File Import | Provide the processing team with a streamlined import workflow using configured templates? |
| Import Cellebrite | Verify that mobile forensic data imports are configured correctly for Cellebrite .ufdr files? |
| Import QA (Reimport) | Coordinate reimport of failed files after the processing team has resolved issues? |
| Create Record | Upload a single document as ad hoc evidence when it arrives outside the normal intake process? |
| Import Templates | Ensure import templates are saved and available for consistent repeat imports? |
| Container Expansion | Confirm that compressed and nested containers are being expanded correctly during import? |
| Full-Text Extraction | Verify that full-text extraction is enabled so imported documents are keyword-searchable? |
| Metadata Extraction | Check that metadata fields (dates, authors, recipients) are being populated during import? |
| EXIF Data Extraction | Confirm that geolocation and camera metadata is being captured from images and multimedia? |
| File Type Detection | Verify that content-based file type detection is identifying files correctly? |
| DeNISTing | Ensure known system files are being excluded via NIST NSRL hash comparison? |
| Password Handling | Coordinate with the processing team on password bank setup for encrypted files? |
| Hard Deleted Recovery | Confirm that hard-deleted items from PSTs/OSTs are being recovered when required? |
| Malware Scanning | Verify that malware scanning is active and check for any quarantined files? |
| Automated Import via API | Oversee API-based automated import workflows integrated with external systems? |
| EDT Feature | How Do I... |
|---|---|
| QA Tab | Review the QA tab to understand the volume and types of import issues across categories? |
| QA Status Error Messages | Understand the categorised error messages and coordinate resolution with the processing team? |
| QA Tab Actions | Oversee remediation actions such as quarantining, suppressing, or reassigning QA items? |
| QA Reports | Generate QA reports to track issue resolution progress and report to stakeholders? |
| Duplicate Detection | Verify that the correct deduplication strategy is applied for the case? |
| Duplicates View | Check duplicate groupings to ensure originals are correctly identified? |
| OCR | Confirm that OCR is configured and running for image-based documents? |
| Noisy Text Detection | Verify that noisy text (email footers, disclaimers) is being detected and suppressed? |
| Logo Detection | Check that logo images are being identified and marked as irrelevant? |
| Spam Detection | Confirm spam detection is active to reduce the review population? |
| Alias Detection (Name Normalisation) | Oversee alias detection to ensure people-based searches return accurate results? |
| Language Detection | Review language detection results to plan translation or foreign-language review workflows? |
| PII Detection | Verify that PII detection patterns are configured and running to identify personal information? |
| Named Entity Recognition (NER) | Check NER results to confirm key entities are being detected in the data? |
| Pattern Recognition | Ensure pattern recognition rules (credit cards, phone numbers, etc.) are configured and running? |
| Flagrant Image Detection | Confirm that flagrant image detection is active to protect reviewers from harmful content? |
| Object Detection in Images | Verify that object detection is classifying image content as expected? |
| Container Management | Ensure containers are tracked and suppressed from exports as appropriate? |
| Suppression | Oversee suppression of immaterial files to reduce the review population? |
| Move to Folder | Coordinate folder-level record moves when segregating data by status or custodian? |
| EDT Feature | How Do I... |
|---|---|
| Search Bar | Run a quick keyword search to locate specific records when responding to team queries? |
| Filters Panel | Use visual filters to narrow down records when investigating case setup or data issues? |
| Advanced Search | Build a multi-field Boolean search to identify records matching complex criteria? |
| Saved Searches | Create and manage saved searches that feed review pools or team workflows? |
| Search History | Review the search history to audit what searches have been run and by whom? |
| Word Variations | Expand search coverage using stemming and wildcard variations of key terms? |
| Document ID Filter | Look up specific documents by ID when responding to requests from legal teams? |
| Document ID Lists | Create and manage named document ID lists for bulk retrieval across the case? |
| MD5 Lists | Upload hash lists for cross-case file matching when coordinating between matters? |
| Location Filter | Browse the source folder hierarchy to understand where data originated? |
| Alias Recipient "Only" | Find private communications between specific individuals when investigating relationships? |
| Sample from Saved Search | Create statistical samples from saved searches for review quality assurance? |
| EDT Feature | How Do I... |
|---|---|
| Concepts View | Review extracted concepts to understand the major themes present in the case data? |
| Clusters Tab | Examine document clusters to assess whether data groupings align with case issues? |
| Communications View | Map communication patterns between custodians to inform case strategy? |
| Timeline View | Identify date spikes or anomalies in the data that may indicate key events? |
| Chronology View | Build and maintain the case chronology with events linked to source records? |
| Custodians View | Assess data distribution across custodians to plan review allocation? |
| File Types View | Review file type composition to anticipate processing or review challenges? |
| Detected Languages View | Identify foreign-language documents that need translation or specialist review? |
| File Size View | Spot unusually large files that may need special handling during review or export? |
| Named Entities View | Review detected entities to identify key people, places, and identifiers in the data? |
| Detect Sentiment | Check sentiment analysis results to identify emotionally charged communications? |
| Record Clustering | Review ML-based record clusters to inform thematic review batching? |
| Similar Content View | Identify near-duplicate documents that may benefit from coding propagation? |
| Compare Records View | Compare two document versions side-by-side to understand differences? |
| Email Threading | Review email thread structure and inclusive indicators to inform review strategy? |
| Detect Concepts | Check NLP-extracted concepts to validate the thematic scope of the case? |
| EDT Feature | How Do I... |
|---|---|
| Review Pools | Set up review pools from saved searches with appropriate batch sizes and allocation order? |
| Batches View | Monitor batch checkout status and coded/unreviewed counts across the review team? |
| Continuous Active Learning (CAL) | Configure and monitor CAL to accelerate review by prioritising likely-responsive records? |
| CAL Scheduling | Set the CAL schedule to run on check-in, hourly, or daily to keep rankings current? |
| Viewer (Text/Native/PDF/Markup/TIFF) | Spot-check documents in the viewer to verify review quality? |
| Standalone Viewer | Open a standalone viewer window for side-by-side quality checks? |
| Grid View | Review the record list to monitor coding progress and identify gaps? |
| Record Coding (Layout Panel) | Verify that coding layouts are working correctly and fields save as expected? |
| Coding Propagation | Confirm that propagation settings (family, thread, duplicates) are configured correctly? |
| Tags | Verify that the tag taxonomy is complete and permissions are set for each review group? |
| Document Sets | Create and manage document sets for production packages or key document binders? |
| Bulk Update | Perform bulk coding updates to correct errors or apply decisions across large record sets? |
| Email Thread View | Review email threads to confirm inclusive indicators are correctly identified? |
| Interactions View | Verify that chat and social media messages render correctly in the interactions view? |
| Duplicates View | Check duplicate handling to ensure coding is applied consistently to originals and copies? |
| Transcription View | Confirm that audio/video transcriptions are available and synchronised for reviewer use? |
| Thumbnail View | Use thumbnail view to rapidly scan image-heavy data sets? |
| Batches Coding | Verify that batch-level coding with propagation is working correctly for reviewers? |
| Lists (Keyword Lists) | Manage keyword lists that drive auto-tagging and auto-markup across the review? |
| Sampling | Set up statistical sampling to validate review quality and consistency? |
| Reverse Coding | Coordinate admin rollback of incorrect coding via audit and CSV re-import? |
| Related Records Panel | Confirm that family, thread, and similar content relationships display correctly? |
| EDT Feature | How Do I... |
|---|---|
| Generate Summaries | Enable AI-generated document summaries so reviewers can triage records faster? |
| Continuous Active Learning (CAL) | Configure CAL seed sets and monitor model training to accelerate the review workflow? |
| Detect Concepts | Run concept detection to surface key themes for case assessment and review planning? |
| Detect Sentiment | Enable sentiment detection to help prioritise emotionally significant communications? |
| Detect Languages | Run language detection to plan foreign-language handling and translation workflows? |
| Named Entity Recognition | Enable NER to detect people, places, and personal identifiers across the data set? |
| Detect Logos | Activate logo detection to suppress non-substantive images from the review population? |
| Detect Flagrant Images | Enable flagrant image detection to protect reviewers and isolate sensitive content? |
| Detect Objects in Images | Run object detection to classify image content for filtering and review? |
| Record Clustering | Configure clustering to group similar records for thematic review batching? |
| Transcription | Enable transcription for audio/video evidence so it becomes searchable and reviewable? |
| Translation | Set up translation for foreign-language documents to support the review team? |
| Pattern Recognition | Configure PII detection patterns with validation rules and supportive words? |
| Alias Detection | Run alias detection to normalise name variants across correspondence fields? |
| Spam Detection | Enable spam detection to reduce the volume of irrelevant emails in the review set? |
| Intelligent Processing | Activate the intelligent processing suite during import to run multiple AI/ML capabilities? |
| OCR | Configure OCR routing and thresholds to make image-based documents searchable? |
| EDT Feature | How Do I... |
|---|---|
| Markup Tab | Access the markup tools to verify redactions applied by the review team? |
| Markup Sets | Create and manage separate markup sets for internal notes, privilege, and disclosure? |
| Redaction Tools | Spot-check manual redactions applied by reviewers for completeness? |
| Redaction Reasons | Configure the list of redaction reasons available to the review team? |
| Redaction View Mode | Toggle transparent mode to quality-check what content is being redacted? |
| 12 Annotation Types | Verify that annotation tools are available and working for reviewer collaboration? |
| Convert Markup Types | Confirm that reviewers can convert annotations to redactions when needed? |
| Search and Redact | Coordinate bulk search-and-redact operations across the document set? |
| Auto Markup (Pattern Recognition) | Configure automated PII redaction from detected patterns? |
| Auto Markup (Lists) | Set up term-based bulk redaction from keyword lists? |
| Comments on Markups | Verify that markup comments are working for reviewer collaboration? |
| Markup Keyboard Navigation | Confirm keyboard navigation shortcuts are available for efficient markup review? |
| Copy Markup | Coordinate copying markup across similar documents to save reviewer time? |
| Burn Markup | Run the burn process to permanently render redactions into final production PDFs? |
| Image Adjustment | Adjust image sharpening and gamma settings for poor-quality scanned documents? |
| Rotate Document/Page | Correct misaligned scans by rotating pages before production? |
| Download with Markup | Download documents with applied markups for offline review or verification? |
| Auto-Save Markup | Ensure auto-save is configured to prevent loss of markup work? |
| EDT Feature | How Do I... |
|---|---|
| Export Wizard | Configure export settings for a production run using the 13-page wizard? |
| Export Types | Select the correct output format (Concordance, Relativity, CSV, etc.) for the receiving party? |
| Export Templates | Save and reuse export configurations to ensure consistent productions? |
| Native Export | Include original native files in the production with correct naming and format conversion? |
| Text Export | Configure extracted text export with appropriate encoding and header settings? |
| PDF Export | Set up PDF production with options for combined files, slip sheets, and searchability? |
| TIFF/JPEG Export | Configure image-based production with appropriate DPI and multipage settings? |
| Production IDs | Assign production or Bates numbers using the production ID wizard? |
| ID Stamping | Configure document identifier stamps in the correct positions on produced pages? |
| Page Number Stamping | Set up page numbering with the correct start page and cumulative format? |
| Endorsement Stamping | Add classification or branding stamps with custom text and field values? |
| Markup in Export | Select the correct markup sets for export and enforce redaction on produced content? |
| MS Office Settings | Configure Word, Excel, and PowerPoint rendering options for faithful production? |
| Field Selection | Choose which metadata fields and tags to include in the production load file? |
| Placeholders | Configure placeholder pages for tagged, large, or non-responsive records? |
| Cover Letters | Set up disclosure cover letters using communications templates? |
| Manual Order | Arrange up to 500 records in a specific order for production? |
| Export Verification | Run post-export verification to confirm the production completed correctly? |
| Export Package Viewer | Review records as-produced to quality-check markups and stamps before delivery? |
| Error Logs | Download and review the export error log to identify and resolve failures? |
| Run as New | Re-run a failed or modified export with updated settings? |
| Exports Page | Monitor and manage all exports from the central exports page? |
| Export to Case (Simplified) | Quickly copy records to another case using the simplified cross-case transfer? |
| Export to Case (Full) | Perform a controlled cross-case migration with field mapping and validation? |
| Image Generation | Generate PDFs or TIFFs with stamping and placeholders for reviewable images? |
| Grid Download | Download a filtered record set to Excel with optional native files and markups? |
| Print Records | Combine selected records into a single PDF for printing or physical filing? |
| Australian Court-Compliant Export | Configure production in GPN-TECH format with Schedule 6 metadata for Australian Federal Court? |
| Exhibit List Generation | Produce numbered exhibit lists with metadata for hearing preparation? |