Primary personas: Investigator, Case Analyst
Supporting personas: Digital Forensic Expert, Legal Reviewer, Prosecutor, Case Manager, Data Analyst, Legal Privilege Expert, Paralegal
View persona matrix
Workshop Scenario: "My review team needs to code documents efficiently and accurately"
| Feature | Description | Key User Action |
|---|---|---|
| Review Pools | Batch-based review from Saved Searches; configurable batch size; allocation order; family handling | Organize and distribute review work |
| Batches View | Checkout/check-in workflow; coded status tracking; Not Read/Not Coded counts | Manage reviewer assignments |
| Continuous Active Learning (CAL) | ML-based predictive coding; auto-prioritize responsive records; seed set > train > rank | Accelerate review of large data volumes |
| CAL Scheduling | On check-in, hourly, or daily automatic runs | Keep model current |
| Viewer (Text/Native/PDF/Markup/TIFF) | Primary record viewer with 5 tabs; show hits; download; replace PDF; export history | Core document review |
| Standalone Viewer | Separate window with Record Audit and Layout panel | Multi-monitor review |
| Grid View | Tabular display; column chooser; multi-column sort; Include/Group Family; download with files | Record list and selection |
| Record Coding (Layout Panel) | 10 field types; Save & Next; apply previous (Shift+A); single and bulk coding | Assign metadata during review |
| Coding Propagation | Save to record, Family, Family+Thread, Family+Duplicates, all three | Consistent coding across related records |
| Tags | Hierarchical; apply/remove from Layout or Actions; propagation options | Classify and track records |
| Document Sets | Add/remove records; propagation; categories; permissions | Group records into binders |
| Bulk Update | Mass-apply field coding via Layout selector; propagation; Coding Rule support | Efficient batch decisions |
| Email Thread View | Visual threading; inclusive indicators; endpoint filtering; standalone window | Review emails in conversation context |
| Interactions View | Chat-bubble rendering for 30+ social/chat types; inline media playback; timeline integration | Review mobile and social data natively |
| Duplicates View | MD5-based with context grouping; Original/Duplicate indicator | Manage duplicate review |
| Transcription View | Synchronized audio/video with text; search within; edit inline | Review transcribed media |
| Thumbnail View | Visual browsing; MD5 dedup with occurrence count; Small/Medium sizes | Rapid image review |
| Batches Coding | Layout panel integration with save propagation options | Code during batch review |
| Lists (Keyword Lists) | Term lists with document counts; auto tag; auto markup; download report; permissions | Structured keyword analysis |
| Sampling | Statistical random sampling; configurable size and type; filter via Sample field | Review quality assurance |
| Reverse Coding | Admin rollback via Audit + CSV load file re-import | Correct coding mistakes |
| Related Records Panel | Family, Email Thread, Similar Content sections; max 30 per section | Navigate document relationships |