In the course of a matter, it may be necessary to evaluate your collection of documents in connection with objecting to RFPs from opposing counsel, preparing for a Rule 26(f) conference, or to set up an efficient workflow.
To meet these and related needs, search term reporting provides an easy way to quickly evaluate the number of documents encompassed in a series of search strings. With search term reporting, users can easily add terms using the search builder in DISCO or by dragging and dropping a text file to add a list of search terms that was prepared elsewhere.
Search term reporting allows lead attorneys and review managers to:
- Enter searches, either by typing them in or dragging and dropping a text file (up to 1000 searches at once).
Entering searches using the Westlaw-and LexisNexis-style search syntax:
Dragging and dropping a text file directly into a database:
- After the desired search terms have been entered, click Calculate Results.
- View each search with its resulting hits, unique hits, number of documents with families, number of family hits, and number of unique families.
- Explore and adjust searches as necessary.
a. Explore search results for particular searches by clicking the magnifying glass icon beside each search.
b. Turn searches on and off by selecting and deselecting the checkboxes on the left to see the impact of each search on that total.
c. Add, remove, or edit searches (such as changing the order of your search strings) and see the impact on document counts.
Note: When the order of your search strings is adjusted, so are the resulting numbers on the right:
- Download a PDF or Excel file to use internally, in negotiations with opposing counsel, or in court.
This feature is available in all databases created on or after April 11, 2016.