Overview
DISCO search lets you find families of documents that may need a second review. Two search syntax attributes help with quality control:
familyInconsistentTag
: Returns documents that do not have the indicated tag, where at least one family member does.
familyConsistentTag
: Returns documents where every family member has the specified tag.
These searches only return documents within families; loose documents are not included. They are intended for quality control checks, not productions.
Common searches
Setting these up as saved searches helps you quickly find documents and families that may need additional review. Enable family mode on the search bar so the entire family is returned in search results.
Families inconsistent for a tag
Find families where some, but not all, documents have a specific tag:
familyInconsistentTag(Responsive)
- Returns documents that don't have a Responsive tag but at least one family member does.
familyInconsistentTag(Responsive or "Responsive Due to Family")
- Returns documents that have neither Responsive nor Responsive Due to Family, but at least one family member has either tag.
familyInconsistentTag(Responsive) % tag("Further Review")- Returns documents that don't have Responsive but a family member does, excluding those already tagged Further Review.
Families inconsistent for a set of tags
Find partially Responsive or partially Privileged families:
tag(Non-Responsive) & familyInconsistentTag(Responsive)
- Returns documents tagged Non-Responsive that have at least one family member tagged Responsive.
tag(Non-Responsive) & familyInconsistentTag(Responsive or "Responsive Due to Family")
- Returns documents tagged Non-Responsive where a family member is tagged Responsive or Responsive Due to Family.
tag("Not Privileged") & familyInconsistentTag(Attorney-Client or Work-Product)- Returns documents tagged Not Privileged that have family members tagged Attorney-Client or Work-Product.
familyInconsistentTag(Responsive or "Responsive Due to Family") % tagGroup(Responsiveness)
- Returns documents missing Responsive/Responsive Due to Family where a family member has either tag, and the document has no tag from the Responsiveness tag group.
To search for Responsive documents but remove Privilege documents and their family members, enable family mode:
tag(Responsive % Privilege) % familyInconsistentTag(Privilege)
- Returns Responsive documents and their family members, excluding Privileged documents and families where any member is Privileged.
Extend with multiple Responsive and Privilege tags, with family mode enabled:
tag((Responsive or "Responsive Due to Family") % (Attorney-Client or Work-Product)) % familyInconsistentTag(Attorney-Client or Work-Product)
- Returns Responsive or Responsive Due to Family documents and their family members, excluding Privileged documents and families where any member is Privileged.
Families consistent for a tag
Find fully Responsive or fully Privileged families:
familyConsistentTag(Responsive)
- Returns documents where every family member has the Responsive tag.
familyConsistentTag(Responsive or "Responsive Due to Family")
- Returns documents where every family member has Responsive or Responsive Due to Family.
familyConsistentTag(Attorney-Client or Work-Product)
- Returns documents where every family member has Attorney-Client or Work-Product.
Extend to find fully Responsive families with no Privileged members:
familyConsistentTag((Responsive or "Responsive Due to Family") % (Attorney-Client or Work-Product))
- Returns documents where every family member is Responsive/Responsive Due to Family and no family member is Attorney-Client or Work-Product.
Alternatively, using a Not Privileged tag:
familyConsistentTag((Responsive or "Responsive Due to Family") & "Not Privileged")
- Returns documents where every family member is Responsive/Responsive Due to Family and every family member is Not Privileged.
Include loose documents alongside fully Responsive families:
familyConsistentTag(Responsive) or tag(Responsive) & childCount(0) & parentCount(0)
- Returns families where all documents are tagged Responsive, plus any loose Responsive documents.
Include loose documents with the full privilege exclusion:
(familyConsistentTag((Responsive or "Responsive due to family") % (Attorney-Client or Work-Product))) or (tag(Responsive % (Attorney-Client or Work-Product)) & childCount(0) & parentCount(0))
- Returns fully Responsive families with no Privileged members, plus loose Responsive documents that are not privileged.