The Paralegal supports the legal team across a broad range of tasks within EDT, including searching for documents, performing first-pass review coding, generating reports, and helping prepare documents for production. While they work across many of the same features as Legal Reviewers and Prosecutors, their focus is on execution and support rather than making legally substantive or strategic decisions.
| EDT Feature | How Do I... |
|---|---|
| Login & Authentication | ...log in to EDT and set up my authentication to access the cases I support? |
| Terms & Conditions | ...accept the terms and conditions required before I can start working? |
| Site Home Page | ...find my way around the platform landing page and locate the cases I have been assigned to? |
| Case List | ...search for and open a case from the full list of cases available to me? |
| My Cases View | ...quickly get back to the cases I have been working on recently? |
| Case Home Page | ...navigate to the correct tab and workspace for the task I have been assigned? |
| Tabs | ...switch between tabs such as Review, Prepare, and Analysis as my tasks require? |
| Workspaces | ...use the workspace set up for my current assignment, such as first-pass review or search? |
| Views | ...arrange my screen with the views I need for the task at hand? |
| Filters Panel | ...use filters to narrow down documents based on instructions from the legal team? |
| Layout Panel | ...open the coding panel to apply tags and field values to documents? |
| User Profile Settings | ...customise my display settings for comfortable working during long sessions? |
| Case Profile Settings | ...adjust case-specific settings such as auto-save and search behaviour? |
| Keyboard Shortcuts | ...learn the shortcuts that will help me work more efficiently through large document sets? |
| Share via Email | ...email a link to a document or search result to the legal team for their attention? |
| Notifications | ...check whether a task I initiated, such as a bulk update or export, has completed? |
| About Dialog | ...view the case summary and key dates to understand the context of the case I am supporting? |
| Help & Links | ...find help documentation when I encounter an unfamiliar feature or workflow? |
| EDT Feature | How Do I... |
|---|---|
| Search Bar | ...run a keyword search to find documents matching the terms provided by the legal team? |
| Filters Panel | ...build a filter-based search to narrow results by date, custodian, or file type as instructed? |
| Advanced Search | ...construct a multi-field Boolean search following the search criteria given to me? |
| Saved Searches | ...save a search so the legal team can review and reuse it later? |
| Search History | ...look back at searches I ran earlier and re-run one that the team wants updated? |
| Word Variations | ...expand a keyword to include its variations so I do not miss relevant documents? |
| Document ID Filter | ...look up a specific document by its ID when asked to locate it for the team? |
| Document ID Lists | ...load a list of document IDs provided by the legal team and pull up the matching records? |
| MD5 Lists | ...use a hash list to find documents matching known files? |
| Location Filter | ...browse the original folder structure to understand where documents came from? |
| Alias Recipient "Only" | ...find private communications between two specific people as directed by the legal team? |
| Sample from Saved Search | ...pull a random sample from a search result set for quality checking? |
| EDT Feature | How Do I... |
|---|---|
| Review Pools | ...access the review pool I have been assigned to and check out my first batch? |
| Batches View | ...see how many documents are in my current batch and how many I have coded? |
| Continuous Active Learning (CAL) | ...review documents served to me by the CAL model in the priority order it suggests? |
| CAL Scheduling | ...understand when the model refreshes so I know my coding is being incorporated? |
| Viewer (Text/Native/PDF/Markup/TIFF) | ...view a document in text, native, or PDF format to read its contents during review? |
| Standalone Viewer | ...open a document in a separate window for easier reading while I code in the main window? |
| Grid View | ...browse the list of documents in my batch, sort them, and group by family? |
| Record Coding (Layout Panel) | ...apply the coding values specified in the review protocol to each document? |
| Coding Propagation | ...propagate my coding to family members or duplicates as instructed by the review protocol? |
| Tags | ...apply tags such as "First Pass Complete" or "Needs Senior Review" to documents? |
| Document Sets | ...add documents to a document set as instructed by the legal team? |
| Bulk Update | ...apply the same coding to a group of clearly non-responsive documents in one action? |
| Email Thread View | ...review an email conversation in its full thread context to code consistently? |
| Interactions View | ...review chat and social media messages in their native conversation format? |
| Duplicates View | ...identify duplicate documents and check whether they have been coded consistently? |
| Transcription View | ...review a transcript alongside its audio or video recording? |
| Thumbnail View | ...quickly scan through image documents to assess their content visually? |
| Batches Coding | ...code documents within my batch and save with the configured propagation options? |
| Lists (Keyword Lists) | ...check how many documents hit against the agreed keyword lists? |
| Sampling | ...draw a sample for quality assurance as requested by the review manager? |
| Reverse Coding | ...flag a coding mistake for the administrator to roll back? |
| Related Records Panel | ...navigate to family members, email threads, and similar documents for the current record? |
| EDT Feature | How Do I... |
|---|---|
| Concepts View | ...explore the key themes in the data to help the legal team understand what topics are present? |
| Clusters Tab | ...view clusters of similar documents to help the team plan the review approach? |
| Communications View | ...generate a communication chart showing who talked to whom for the legal team? |
| Timeline View | ...view the document timeline to identify date ranges with high volumes of activity? |
| Chronology View | ...review the case chronology and add events as directed by the legal team? |
| Custodians View | ...see how many documents each custodian contributed for planning purposes? |
| File Types View | ...check the distribution of file types in the case data? |
| Detected Languages View | ...identify which languages are present in the data so the team can plan for translation? |
| File Size View | ...find unusually large files that the team should be aware of? |
| Named Entities View | ...review the people, places, and identifiers detected across the data? |
| Detect Sentiment | ...see which documents have been flagged with strong sentiment for the team to prioritise? |
| Record Clustering | ...view how the platform has grouped similar documents for the team's review planning? |
| Similar Content View | ...find documents similar to one the legal team has flagged as important? |
| Compare Records View | ...compare two document versions side by side to identify differences for the team? |
| Email Threading | ...check which emails in a thread are inclusive to help the team focus their review? |
| Detect Concepts | ...review the NLP-extracted concepts to help brief the legal team on data content? |
| EDT Feature | How Do I... |
|---|---|
| Generate Summaries | ...read an AI-generated summary of a document to quickly assess whether it needs senior review? |
| Continuous Active Learning (CAL) | ...understand how the CAL model is ranking documents so I can explain progress to the team? |
| Detect Concepts | ...review the detected concepts to help the team understand thematic content? |
| Detect Sentiment | ...use sentiment scores to identify emotionally charged documents for the team's attention? |
| Detect Languages | ...check which languages were detected to flag foreign-language documents for translation? |
| Named Entity Recognition | ...review detected entities to help the team identify key people and identifiers? |
| Detect Logos | ...understand why certain images have been marked as logos and excluded from review? |
| Detect Flagrant Images | ...check which images have been flagged as potentially sensitive before the review team encounters them? |
| Detect Objects in Images | ...review object labels on images to quickly categorise their content? |
| Record Clustering | ...use clustering results to help the team organise documents by theme? |
| Transcription | ...access automated transcriptions of audio and video files for the team's review? |
| Translation | ...access machine translations of foreign-language documents to assist the team? |
| Pattern Recognition | ...review PII patterns detected in documents to support the redaction workflow? |
| Alias Detection | ...review the alias groupings to help the team understand name variants in the data? |
| Spam Detection | ...check which emails have been flagged as spam so the team can decide on their treatment? |
| Intelligent Processing | ...understand which AI detections were applied at import to brief the team on data preparation? |
| OCR | ...check whether image-based documents have been OCR-processed and are now searchable? |
| EDT Feature | How Do I... |
|---|---|
| Markup Tab | ...access the redaction and annotation tools to apply markups as directed by the legal team? |
| Markup Sets | ...ensure I am applying redactions to the correct markup set as instructed? |
| Redaction Tools | ...apply a redaction over sensitive content that the legal team has identified for removal? |
| Redaction Reasons | ...select the appropriate redaction reason from the configured list when applying redactions? |
| Redaction View Mode | ...toggle redactions to transparent mode to verify I have covered the correct text? |
| 12 Annotation Types | ...add highlights, text annotations, or stamps to a document as directed by the reviewer? |
| Convert Markup Types | ...convert a highlight to a redaction when the reviewer confirms the content must be withheld? |
| Search and Redact | ...search for a term within a document and redact all occurrences at once? |
| Auto Markup (Pattern Recognition) | ...run auto-markup to redact detected PII patterns across a set of documents? |
| Auto Markup (Lists) | ...apply bulk redactions from a keyword list provided by the legal team? |
| Comments on Markups | ...add a comment to a markup to note a question for the senior reviewer? |
| Markup Keyboard Navigation | ...navigate between markups on a document using keyboard shortcuts? |
| Copy Markup | ...copy markups from one document to a similar document to save time? |
| Burn Markup | ...burn redactions into a PDF to create the final production version as instructed? |
| Image Adjustment | ...improve the quality of a scanned document so the reviewer can read it clearly? |
| Rotate Document/Page | ...rotate a mis-oriented page so it displays correctly for review? |
| Download with Markup | ...download a marked-up document for offline review or sharing? |
| Auto-Save Markup | ...ensure my markup work is automatically saved so I do not lose progress? |
| EDT Feature | How Do I... |
|---|---|
| Export Wizard | ...walk through the export wizard to configure a production as directed by the legal team? |
| Export Types | ...select the correct export format specified by the legal team for this production? |
| Export Templates | ...apply a saved export template to ensure consistency with previous productions? |
| Native Export | ...include native files in the production as required? |
| Text Export | ...include extracted text files in the export package? |
| PDF Export | ...produce PDFs with redactions applied for the disclosure package? |
| TIFF/JPEG Export | ...export documents as images at the specified resolution? |
| Production IDs | ...assign production numbers to documents using the production ID wizard? |
| ID Stamping | ...configure production number stamps in the positions specified by the team? |
| Page Number Stamping | ...add page numbers to the production documents? |
| Endorsement Stamping | ...apply classification stamps or endorsements as required by the production protocol? |
| Markup in Export | ...ensure redactions are included and enforced in the exported documents? |
| MS Office Settings | ...configure how Office documents are rendered in the production? |
| Field Selection | ...select the metadata fields to include in the production load file? |
| Placeholders | ...set up placeholders for documents that cannot be included in the production? |
| Cover Letters | ...generate a cover letter for the production using a template? |
| Manual Order | ...arrange documents in the order specified by the legal team before exporting? |
| Export Verification | ...verify that the completed production is correct and complete? |
| Export Package Viewer | ...review the production as it will appear to the recipient? |
| Error Logs | ...download and review error logs to identify issues with the production? |
| Run as New | ...re-run a production after corrections have been made? |
| Exports Page | ...view the history of all productions for this case? |
| Export to Case (Simplified) | ...copy documents to another case quickly as directed by the team? |
| Export to Case (Full) | ...perform a full cross-case export with field mapping as instructed? |
| Image Generation | ...generate PDFs or TIFFs with stamps for the production? |
| Grid Download | ...download a set of documents to Excel with attached files for the team? |
| Print Records | ...print a set of documents for a meeting or physical review? |
| Australian Court-Compliant Export | ...produce an export in the format required by the Australian Federal Court? |
| Exhibit List Generation | ...generate an exhibit list with exhibit numbers for the hearing? |
| EDT Feature | How Do I... |
|---|---|
| Participants View | ...view the participants in the case and look up their details when needed? |
| Participant Types | ...understand the different participant types and create the correct record type? |
| Roles | ...check or assign the role of a participant as directed by the legal team? |
| Add Participants | ...add new participants to the case, individually or in bulk from a spreadsheet? |
| Representation Tracking | ...record legal representation details for participants as provided by the team? |
| Participant Details | ...update participant details such as status and dates as the case progresses? |
| Alias Detection | ...review the detected aliases to help the team verify name groupings? |
| Alias Operations | ...manage aliases by verifying, merging, or rejecting groupings as directed? |
| Communications View | ...generate a communication chart for the legal team showing key relationships? |
| Persons (Site Level) | ...look up a person's details at the site level when they appear across cases? |
| Orgs (Site Level) | ...look up organisation details at the site level for the team? |
| Chronology Integration | ...link participants to chronology events as directed by the legal team? |
| Download Participants | ...export the participant list to Excel for the team's reference? |
| EDT Feature | How Do I... |
|---|---|
| Report Builder View | ...build a report on review progress or document coding for the legal team? |
| Grid Download | ...download case data to Excel for the team to use in their analysis or reporting? |
| Chronology View | ...help maintain the case chronology by adding events and linking records as instructed? |
| PDF Presenter | ...set up the PDF Presenter so the legal team can present a document during a meeting? |
| Exhibit Lists | ...prepare an exhibit list with exhibit numbers for the team's review? |
| Case List Report | ...download a case list report for the team's portfolio overview? |
| Case Stats | ...pull case statistics for the team to include in a status update? |
| QA Reports | ...generate QA reports to check data quality status for the team? |
| Import Details | ...review import details so I can brief the team on data provenance? |
| Export Summary | ...review export details to confirm a production completed correctly? |
| Participant Download | ...download participant details to Excel for the team? |
| Audit Reports | ...pull audit reports for the team to review activity on the case? |
| Review Pool Reports | ...check review progress and generate pool reports for the review manager? |
| Record Audit | ...look up the audit trail for a specific document the team has questions about? |
| Download Charts as PNG | ...export a chart or timeline view as an image for inclusion in a team presentation? |
| Print Records | ...print a small set of documents for a meeting or physical review session? |