Primary personas: Digital Forensic Expert, Legal Reviewer, Investigator, Prosecutor, Case Analyst, Legal Privilege Expert, Paralegal
Supporting personas: Processing Analyst, Case Manager, Tribunal Member / Judge, Data Analyst
View persona matrix
Workshop Scenario: "I need to understand what's in this data before review begins"
| Feature | Description | Key User Action |
|---|---|---|
| Concepts View | NLP-extracted key nouns/adjectives in donut chart; adjustable concept count | Discover case themes |
| Clusters Tab | Textually similar records grouped into visual clusters; drill-down | Identify related document groups |
| Communications View | Chord chart showing who-communicates-with-whom; alias toggle; multi-select drill-down | Map communication patterns |
| Timeline View | Interactive bar chart or calendar; zoom; date range selection; download as PNG | Identify date anomalies and spikes |
| Chronology View | Table/Calendar/Timeline formats; create/edit/delete events; bulk CSV upload; link records to events | Build case narrative |
| Custodians View | Donut chart of records per custodian | Assess data distribution |
| File Types View | Donut or Tile chart; toggle Count vs. Total Size | Understand data composition |
| Detected Languages View | Horizontal bar graph; 80+ languages; Primary vs. Other toggle | Plan translation needs |
| File Size View | Table or donut; editable size ranges; Excel download | Identify outliers |
| Named Entities View | NER for people, places, SSNs, passports, credit cards | Discover key entities |
| Detect Sentiment | 5-point scale (Highly Positive to Highly Negative); filterable and searchable | Prioritize emotionally charged content |
| Record Clustering | ML-based grouping by text similarity; configurable cluster count | Thematic grouping |
| Similar Content View | Similarity scores with Min Score slider; Include Family toggle | Find near-duplicate documents |
| Compare Records View | Side-by-side text diff; 5 diff methods; color-coded (green=added, red=deleted) | Identify version differences |
| Email Threading | JWZ algorithm + MAPI ConversationIndex; inclusive indicators (unique text, parties, attachments) | Understand conversation flow |
| Detect Concepts | NLP extraction from text for thematic insight | Case content understanding |