This article summarizes common quality control searches used to find documents in inconsistently tagged families, or to find documents in consistently tagged families. Please see the detailed version of this article for a more complete description.
Families inconsistent for a tag
These searches help you find families where some, but not all, documents in a family have a specific tag or tags:
| Search | Description |
| familyInconsistentTag(Responsive) |
Returns documents that don’t have a Responsive tag but at least one of their family members has a Responsive tag. |
| familyInconsistentTag(Responsive or “Responsive Due to Family”) |
Returns documents that have neither the Responsive tag or the Responsive Due to Family tag, but at least one of their family members has either a Responsive or Responsive Due to Family tag. |
| familyInconsistentTag(Responsive) % tag(“Further Review”) |
Returns documents that don’t have a Responsive tag but at least one of their family members has a Responsive tag, and are not tagged Further Review. |
Families inconsistent for a set of tags
These searches are the easiest way to find a partially Responsive family, where at least one document is Responsive and at least one document is Non-Responsive. Similar searches can be run to find partially Privileged families:
| Search | Description |
|
tag(Non-Responsive) & familyInconsistentTag(Responsive) |
Returns documents that are tagged Non-Responsive but have at least one family member tagged Responsive. |
|
tag(Non-Responsive) & familyInconsistentTag(Responsive or “Responsive Due to Family”) |
Returns documents that are 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 that are tagged Not Privileged, where a a family member is tagged Attorney-Client or Work-Product. |
| familyInconsistentTag(Responsive or “Responsive Due to Family”) % tagGroup(Responsiveness) |
Returns documents that have neither the Responsive or the Responsive Due to Family tag, but at least one of their family members has either a Responsive or Responsive due to Family tag, and have no tag from the Responsiveness tag group. |
| tag(Responsive % Privilege) % familyInconsistentTag(Privilege) |
Returns Responsive documents and their family members, unless the document is Privileged, and removes families where any family member is Privileged. Be sure to enable family mode to return the expected results. |
| 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, unless the document is Privileged, and removes families where any family member is Privileged. Be sure to enable family mode to return the expected results. |
Families consistent for a tag
These searches help you find a fully Responsive or fully Privileged family of documents:
| Search | Description |
| 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 the Responsive or Responsive Due to Family tag. |
| familyConsistentTag(Attorney-Client or Work-Product) |
Returns documents where every family member has the Attorney-Client or Work-Product tag. |
| familyConsistentTag((Responsive or "Responsive Due to Family") % (Attorney-Client or Work-Product)) |
Returns documents where every family member has the Responsive or Responsive Due to Family tag and no family members have an Attorney-Client or Work-Product tag. |
| familyConsistentTag((Responsive or "Responsive Due to Family") & "Not Privileged") |
Returns documents where every family member Responsive or Responsive Due to Family tag and every family member has the Not Privileged tag. |
| (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 documents where every family member has the Responsive or Responsive Due to Family tag and no family members have an Attorney-Client or Work-Product tag, or loose documents that are Responsive and not privileged. |