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Visual Search: Use Cases

Search Visualization

DISCO Search Visualization is an easy and simple way to obtain a good understanding of the documents in your matter. The feature allows you to explore the documents in your matter to identify trends, patterns, and hotspots, quickly gaining an understanding of the make-up of your data population. The end result enables you to design your review strategy faster than ever before.

While Search Visualization offers many benefits, some worth highlighting are:

  1. Early Case Assessment
    Search Visualization replaces early case assessment tools that usually require a separate setup process or even a separate software! This feature makes transitioning from a high-level overview to searching for and viewing the actual documents a much easier process.

  2. Explore Immediately, with Zero Setup
    With DISCO’s Search Visualization waiting for analytics to be processed after documents are loaded is a  thing of the past. Data analysis such as confirming proper document collection and organizing the review workflow can begin immediately.

  3. Drill Down in Real Time
    The Search Visualization charts update instantly when data values are selected or time ranges are adjusted. This helps in identifying hotspots and trends throughout the entire corpus of your documents. Not to worry: if your investigation leads to a dead end for you, may reset the search entirely, with a single click.

  4. Investigate, Share, Repeat
    As valuable insights are found, you can add these selections to the search bar where they will become part of your search history. At this point, your results can be saved and shared with others, used to build Review Stages in Workflow or instantly power Quality Control samples.

Filters

Many DISCO users want to simplify searching, especially for repetitive searches where they are often using the same criteria. DISCO's new filtering functionality allows users to quickly filter their search results by Tags, Custodians, or Document Types (with additional filters coming soon). Users no longer need to type search syntax to narrow their results, but instead are presented with multiple options, along with dynamic filter counts.

With DISCO’s Search Filters functionality, you can:

  1. Immediately Dive Into Context
    Especially at the beginning of a new case, running searches before you fully understand the entire corpus of data can lead to problems in document review. DISCO’s Filters fix this problem by allowing you to visually browse every piece of available metadata, and then quickly narrow the search results by selecting particular pieces.
    • Quickly understand important metadata.
    • See how various filters affect your search results.
    • View all metadata values at a glance to begin searching without having to know every detail.

  2. Conceptualize Your Document Set with Ease
    A deep understanding of search syntax or knowledge of the exact search criteria is not needed with the help of Filters. Quickly answer questions such as “Which custodian produced the most documents?” or “How many Excel files are in my data set?” by visually breaking down your document set across all key metadata fields.

  3. Explore Your Data in Real Time
    Search results and other filters immediately update as filter selections are made. DISCO will show only documents and metadata that coincide with the selected filters, as well as update document count. This demonstrates the potential impact of your filter selections on the document set, providing instant insight into the evolving search.

  4. Forecast Key Review Vocabulary
    No need to know exact document details before running searches because DISCO’s Filters display a list of all available values for each filter, such as email properties, author names, etc. Understanding your data’s vocabulary will then guide further exploration of the documents.

 

If you have any questions, please contact support@csdisco.com

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