The Legal Reviewer is a lawyer or legally qualified person who reviews documents for relevance, privilege, and responsiveness within EDT. Their daily work centres on reading documents, making substantive coding decisions, applying redactions to protect sensitive material, and using search to locate responsive records efficiently.
| EDT Feature | How Do I... |
|---|---|
| Login & Authentication | ...log in to EDT at the start of my review session and set up two-factor authentication? |
| Terms & Conditions | ...accept the required terms and conditions before beginning my document review? |
| Site Home Page | ...orient myself to the platform landing page and locate my assigned cases? |
| Case List | ...find and open the case I have been assigned to review? |
| My Cases View | ...quickly access the cases I am currently reviewing without searching through the full list? |
| Case Home Page | ...navigate to the Review tab and locate the workspaces set up for my review workflow? |
| Tabs | ...switch between the Review tab where I code documents and other tabs I may need? |
| Workspaces | ...use the workspace configured for my review assignment to see the right views and filters? |
| Views | ...arrange my screen with the Grid, Viewer, and Layout panel for efficient document review? |
| Filters Panel | ...filter my review set to show only documents that have not yet been coded for relevance? |
| Layout Panel | ...expand the coding panel to apply relevance, privilege, and issue tags to a document? |
| User Profile Settings | ...adjust my display density and row shading to reduce eye strain during long review sessions? |
| Case Profile Settings | ...configure auto-save so my coding decisions are preserved if I navigate away from a record? |
| Keyboard Shortcuts | ...learn the keyboard shortcuts that let me code documents and move to the next record faster? |
| Share via Email | ...email a link to a specific document to the senior reviewer or case lead for a second opinion? |
| Notifications | ...check whether a bulk coding action I initiated has completed? |
| About Dialog | ...view the case summary, disclosure dates, and key attorneys for context during review? |
| Help & Links | ...access the online help when I need guidance on a coding field or feature? |
| EDT Feature | How Do I... |
|---|---|
| Search Bar | ...run a quick keyword search to find documents mentioning a specific term relevant to my review issue? |
| Filters Panel | ...build a visual search to narrow my review set by date range, custodian, and file type? |
| Advanced Search | ...construct a Boolean query combining multiple relevance criteria to identify responsive documents? |
| Saved Searches | ...save a search that identifies potentially privileged communications so I can return to it later? |
| Search History | ...review the searches I ran earlier today and re-run one that returned useful results? |
| Word Variations | ...find all linguistic variations of a key term to ensure I am not missing responsive documents? |
| Document ID Filter | ...locate a specific document by its ID when the case lead asks me to re-review it? |
| Document ID Lists | ...load a list of document IDs provided by the senior reviewer for second-pass review? |
| MD5 Lists | ...identify documents matching a set of known hash values flagged by the forensic team? |
| Location Filter | ...browse documents by their original source folder to understand the custodian's file structure? |
| Alias Recipient "Only" | ...find private email exchanges between two specific individuals relevant to the privilege claim? |
| Sample from Saved Search | ...draw a random sample from my coded documents for quality assurance checking? |
| EDT Feature | How Do I... |
|---|---|
| Review Pools | ...access the review pool I have been assigned to and check out my next batch of documents? |
| Batches View | ...see how many documents remain in my current batch and track my coding progress? |
| Continuous Active Learning (CAL) | ...review documents prioritised by the CAL model so I focus on the most likely responsive records first? |
| CAL Scheduling | ...understand when the CAL model will update based on my latest coding decisions? |
| Viewer (Text/Native/PDF/Markup/TIFF) | ...read a document in its native format, switch to the text view for searching, and check existing markup? |
| Standalone Viewer | ...open a document in a separate window so I can view it on a second monitor while coding on the first? |
| Grid View | ...sort and browse through my review set, group by family, and check which documents are unread? |
| Record Coding (Layout Panel) | ...code a document as relevant or not relevant and apply the appropriate privilege designation? |
| Coding Propagation | ...apply my relevance coding to an entire email family so attachments inherit the parent decision? |
| Tags | ...apply an issue tag such as "Key Document" or "Legally Privileged" to a record during review? |
| Document Sets | ...add a critical document to a document set being assembled for the disclosure package? |
| Bulk Update | ...apply the same coding decision to a group of clearly non-responsive documents in one action? |
| Email Thread View | ...review an email conversation in its full thread context to understand the privilege chain? |
| Interactions View | ...review a WhatsApp or Teams chat conversation in a native chat-bubble format? |
| Duplicates View | ...check whether a document I am reviewing has duplicates and whether they have been coded consistently? |
| Transcription View | ...review a transcribed audio recording with synchronised playback to verify its content? |
| Thumbnail View | ...quickly scan through image-only documents to identify those requiring substantive review? |
| Batches Coding | ...code documents directly within my batch workflow with propagation to family members? |
| Lists (Keyword Lists) | ...see how many documents in my review set hit against the agreed keyword list? |
| Sampling | ...draw a statistically valid sample from my completed review for quality assurance? |
| Reverse Coding | ...request that an incorrect coding decision I made on a batch of documents be rolled back? |
| Related Records Panel | ...navigate to the family members, email thread, and similar documents for the record I am reviewing? |
| EDT Feature | How Do I... |
|---|---|
| Markup Tab | ...access the redaction and annotation tools on a document I need to redact before disclosure? |
| Markup Sets | ...apply redactions to the correct markup set so privilege redactions are separated from privacy redactions? |
| Redaction Tools | ...redact a specific paragraph containing privileged legal advice using the text selection tool? |
| Redaction Reasons | ...stamp "Legal Professional Privilege" as the reason on each redaction I apply? |
| Redaction View Mode | ...toggle the redaction to transparent mode so I can verify I have covered the correct text? |
| 12 Annotation Types | ...highlight a key passage and add a text annotation noting why this document is significant? |
| Convert Markup Types | ...promote a highlight annotation to a formal redaction after confirming it contains privileged content? |
| Search and Redact | ...search for a client name within a document and redact all occurrences in one action? |
| Auto Markup (Pattern Recognition) | ...automatically redact phone numbers and credit card numbers detected by pattern recognition? |
| Auto Markup (Lists) | ...apply redactions to all instances of terms from a privileged-terms keyword list? |
| Comments on Markups | ...add a comment to a redaction explaining my reasoning for another reviewer to see? |
| Markup Keyboard Navigation | ...navigate between redactions on a long document using keyboard shortcuts? |
| Copy Markup | ...copy my redactions from one version of a document to another near-duplicate version? |
| Burn Markup | ...finalise the redactions on a document so they are permanently rendered into the PDF? |
| Image Adjustment | ...sharpen a poor-quality scanned document so I can read the text before deciding on redactions? |
| Rotate Document/Page | ...rotate a sideways-scanned page so I can read and review it properly? |
| Download with Markup | ...download a redacted PDF so I can review it offline or share it outside the platform? |
| Auto-Save Markup | ...ensure my redaction work is automatically saved so I do not lose progress? |
| EDT Feature | How Do I... |
|---|---|
| Concepts View | ...see the key themes and concepts in my review set to understand what topics the documents cover? |
| Clusters Tab | ...identify groups of similar documents so I can review them together for consistent coding? |
| Communications View | ...see a visual map of who communicated with whom to identify key custodians and relationships? |
| Timeline View | ...view the distribution of documents over time to understand when key events occurred? |
| Chronology View | ...review the case chronology to understand the factual timeline while making coding decisions? |
| Custodians View | ...see how many documents each custodian contributed to prioritise my review order? |
| File Types View | ...understand the mix of file types in my review set so I know what to expect? |
| Detected Languages View | ...identify which documents are in foreign languages that may need translation before I can review them? |
| File Size View | ...find unusually large files that might require extra time to review? |
| Named Entities View | ...discover which people, places, and identifiers appear most frequently across the data? |
| Detect Sentiment | ...prioritise emotionally charged documents that may be more likely to contain relevant content? |
| Record Clustering | ...see how the platform has grouped similar documents so I can batch-review related records? |
| Similar Content View | ...find documents with similar content to a key document I have already identified as responsive? |
| Compare Records View | ...compare two versions of a contract side by side to identify what changed between drafts? |
| Email Threading | ...understand which emails in a thread contain unique content so I can focus on inclusive messages? |
| Detect Concepts | ...see the NLP-extracted concepts to quickly understand the subject matter of unfamiliar documents? |
| EDT Feature | How Do I... |
|---|---|
| Generate Summaries | ...read an AI-generated summary of a long document to quickly assess whether it requires full review? |
| Continuous Active Learning (CAL) | ...understand how the CAL model is prioritising documents for me based on my coding decisions? |
| Detect Concepts | ...use NLP-detected concepts to understand the key themes in my review set? |
| Detect Sentiment | ...use sentiment scores to prioritise documents with strong emotional content for early review? |
| Detect Languages | ...identify which documents are in languages I cannot review and flag them for translation? |
| Named Entity Recognition | ...see the people and personal identifiers detected in a document to inform my privilege assessment? |
| Detect Logos | ...understand why certain image attachments have been marked as irrelevant logo images? |
| Detect Flagrant Images | ...see which images have been flagged as potentially offensive so I am prepared before viewing? |
| Detect Objects in Images | ...check the object labels on image files to quickly assess their content without opening each one? |
| Record Clustering | ...use ML-based clustering to find documents thematically related to a key responsive record? |
| Transcription | ...review an automatically transcribed audio or video recording as searchable text? |
| Translation | ...read a machine translation of a foreign-language document to assess its relevance? |
| Pattern Recognition | ...review the PII patterns detected in a document to ensure personal information is properly redacted? |
| Alias Detection | ...see the normalised name groupings so I can search for a person across all their name variants? |
| Spam Detection | ...understand why certain emails have been flagged as spam and decide whether I can skip them? |
| Intelligent Processing | ...understand which AI and NLP detections were run at import time and review their results? |
| OCR | ...ensure an image-based document has been OCR-processed so I can search and review its text? |
| EDT Feature | How Do I... |
|---|---|
| Participants View | ...look up the role and details of a person mentioned in a document I am reviewing? |
| Participant Types | ...understand whether a participant is a case-level person or a site-level person? |
| Roles | ...check what role a participant holds in the case to inform my privilege assessment? |
| Add Participants | ...add a newly identified witness or custodian encountered during my review? |
| Representation Tracking | ...check who represents a participant to determine if a communication is privileged? |
| Participant Details | ...view the status and date range of a participant's involvement in the case? |
| Alias Detection | ...see all the name variants for a participant so I can find all their correspondence? |
| Alias Operations | ...verify that two different email addresses belong to the same person? |
| Communications View | ...visualise the communication pattern between specific participants relevant to a privilege claim? |
| Persons (Site Level) | ...look up a person's details across cases when they appear in multiple matters? |
| Orgs (Site Level) | ...check organisation details to understand corporate relationships relevant to privilege? |
| Chronology Integration | ...see which participants are linked to key events in the case chronology? |
| Download Participants | ...export the participant list for reference while reviewing outside the platform? |
| EDT Feature | How Do I... |
|---|---|
| Report Builder View | ...generate a report showing how many documents I have coded by relevance category? |
| Grid Download | ...download my review results to Excel for offline analysis or reporting to the case lead? |
| Chronology View | ...review the case chronology to understand the timeline context for documents I am reviewing? |
| PDF Presenter | ...present a key document to the team in a clean single-page or side-by-side view? |
| Exhibit Lists | ...check which documents have been assigned exhibit numbers for hearing preparation? |
| Case List Report | ...see a summary of all cases I have access to and their current status? |
| Case Stats | ...view high-level metrics on the case, including record counts and review progress? |
| QA Reports | ...check whether there are outstanding data quality issues that might affect my review set? |
| Import Details | ...review the import summary to understand where the data in my review set came from? |
| Export Summary | ...check the details of a production that included documents I reviewed? |
| Participant Download | ...download the participant list to Excel for reference during review? |
| Audit Reports | ...review the audit trail to see who else has accessed or coded a specific document? |
| Review Pool Reports | ...check the overall progress of the review pool to see how much work remains? |
| Record Audit | ...see the full event history for a specific record, including who opened and coded it? |
| Download Charts as PNG | ...save a communications chart or timeline as an image for inclusion in a review memo? |
| Print Records | ...print a small set of key documents for a meeting or in-person review session? |