Primary personas: Legal Reviewer, Prosecutor, Legal Privilege Expert
Supporting personas: Investigator, Case Manager, Data Analyst, Paralegal
View persona matrix
Workshop Scenario: "I need to produce documents for disclosure or share with colleagues"
| Feature | Description | Key User Action |
|---|---|---|
| Export Wizard | 13-page wizard: Options, Native, Text, PDF, Images, Export IDs, Stamping, Markup, MS Office, Fields, Placeholders, Comms Templates, Summary | Configure production settings |
| Export Types | Excel, CSV, Concordance, Summation, Relativity, Tab Delimited, EDT (MS Access), Nuix-Ringtail | Output compatible with all major platforms |
| Export Templates | Save/reuse; site-wide or case-specific; set as default | Standardize productions |
| Native Export | PST/MSG/EML conversion; Work Product as Word or PDF; naming clash handling | Export original files |
| Text Export | Email headers; blank text files; UTF-8/UTF-16 encoding | Export extracted text |
| PDF Export | On-the-fly generation; combine into one PDF (with slip sheets, bookmarks); searchable PDFs; page margins | PDF production |
| TIFF/JPEG Export | Configurable DPI; multipage TIFF; reuse imported TIFFs | Image-based production |
| Production IDs | Document ID, EDT ID, or Production ID with assignment wizard; save for reuse | Bates/production numbering |
| ID Stamping | 6 positions; first page only; scale down; page number suffix with separator/zero-fill | Stamp document identifiers |
| Page Number Stamping | Position; start page; cumulative numbering (e.g., 1/8) | Standard page identification |
| Endorsement Stamping | Fixed text + field values in 6 positions; configurable color | Custom branding/classification stamps |
| Markup in Export | Select Annotation/Redaction markup sets; "Do not export renditions with redacted content"; export redacted PDF as native; OCR redacted PDFs | Secure redaction enforcement |
| MS Office Settings | Word tracked changes; Excel scaling/hidden sheets; PowerPoint speaker notes | Faithful office document rendering |
| Field Selection | Granular field/tag selection; drag reorder; Alias fields; display values | Customize load file metadata |
| Placeholders | For tagged, large, non-responsive, failed records; customizable text with field values | Handle exceptions in productions |
| Cover Letters | Comms Templates in PDF or Word; customizable title and body | Professional disclosure correspondence |
| Manual Order | Drag-and-drop reorder up to 500 records | Control production sequence |
| Export Verification | Post-export verification with summary report | QA completed productions |
| Export Package Viewer | View records as-produced with markups and stamps | Quality review before delivery |
| Error Logs | Download error log spreadsheet | Resolve export issues |
| Run as New | Re-run export with modifications | Iterate after errors |
| Exports Page | Sortable/filterable export history; download; verify; delete | Manage all exports |
| Export to Case (Simplified) | Quick cross-case copy; auto CSV; Doc ID prefix; editable markup preservation | Rapid case-to-case transfer |
| Export to Case (Full) | Wizard with field mapping, text extraction, validation | Controlled cross-case migration |
| Image Generation | PDF/TIFF creation with stamping wizard; MS Office settings; placeholders; templates | Produce reviewable images |
| Grid Download | Excel with optional PDFs, natives, markups, stamps, searchable PDFs | Ad hoc export for analysis |
| Print Records | Combine up to 100 records into single PDF for printing (< 5GB) | Physical document production |
| Australian Court-Compliant Export | GPN-TECH SSS.BBB.FFF.NNNN format; Schedule 6 metadata; Schedule 3 file formats | Australian Federal Court compliance |
| Exhibit List Generation | Workspace with Exhibit Number filter; Grid with exhibit fields; Excel export | Produce exhibit lists for hearings |