Primary personas: Digital Forensic Expert, Legal Reviewer, Investigator, Prosecutor, Processing Analyst, Case Manager, Case Analyst, Data Analyst, Legal Privilege Expert, Paralegal
Supporting personas: Tribunal Member / Judge, Manager
View persona matrix
Workshop Scenario: "I need to set up a new case and configure it for my team"
| Feature | Description | Key User Action |
|---|---|---|
| Case Creation | Create from Site home page; set name, number, description, category, time zone; select template | Create a new case |
| Case Templates | Copy entire config (users, groups, tags, fields, folders, layouts, import/export templates) | Start from a preconfigured baseline |
| Case Lifecycle | Create > Configure > Activate > Deactivate > Archive > Restore > Delete | Manage case through its lifecycle |
| Custom Tabs | Create workflow-specific tabs (Prepare, Analysis, Review, Evaluate) with permissions per group | Build stage-based navigation |
| Workspaces | Create/copy/edit workspaces; workspace filters; propagate Grid configuration | Design role-specific work areas |
| Fields | 60+ system fields; 8 custom field types (Boolean, Date, List, Memo, Text, Number, Float, Multi-Value); auto-incrementing; relational; full-text indexable | Define metadata structure |
| Tags | Hierarchical parent/child/grandchild; propagation options; bulk creation with +/++ syntax; permissions (None/View/Apply/Create sub-tags) | Build coding taxonomy |
| Layouts | Configurable coding panels with fields and tags; multiple layouts; drag-and-drop; permissions | Design review forms |
| Folders | Single-membership record grouping with group-based access control; default "Other Documents" folder | Organize and secure data |
| Quarantine Folders | Isolate privileged records; any user can quarantine; configurable family handling and default field values | Protect privileged content |
| Document Sets | Virtual binders; multiple membership; categories; permissions (None/View/Apply/Edit) | Group records for briefs, exhibits, packages |
| Groups & Permissions | Role-based access; 80+ feature-level permissions; object-level permissions; per-case groups | Control who sees and does what |
| Case Settings | General, Paths, Time Zone, Date Format, Viewer defaults, Export warnings, Search History retention, Archival rules, Banner messages | Configure case behavior |
| Coding Rules | Calculated (date/number math), Concatenated (merge fields), Conditional (When/Then logic) | Automate coding decisions |
| Case Rules | Update case fields when record fields change; Conditional and Collective types | Reflect case status from record data |
| Import Rules | Validate data during import; Reject or Accept with Warning | Enforce data quality standards |
| Export Rules | Prevent export of privileged records; reject exports based on field values | Prevent disclosure of protected content |