This feature is currently in Walk.
DISCO supports family subsearch with +family, a search syntax capability allowing you to include family members as search hits. +family can be added to any valid query, or any portion of a query that would be a valid standalone query. +family can be expressed once or multiple times within a single query:
to(“Jane.Smith@email.com”)+family & “risk factors” → returns emails, and family members of those emails, sent to Jane.Smith@email.com that include the phrase “risk factors”
tag(Responsive)+family % tag(Attorney-Client)+family → returns documents tagged responsive and documents whose family members are tagged responsive, but removes documents tagged Attorney-Client and family members of documents tagged Attorney-Client.
Comparing family subsearch and family mode
All documents included via +family are counted as search hits, thus they are counted in search filters. This can be helpful for quick quality control checks, such as searching for tag(Responsive)+family then quickly scrolling the search filters to see how many privileged documents exist:
Common Search Examples
Early case assessment & investigative
Documents within a particular date range and family members, including a key actor as recipient/sender/custodian and family members, also including a key word/phrase:
date(2/2/20 to 3/3/20)+family & (from(John.Roger@email.com) or recipient(John.Roger@email.com))+family & “price considerations”
date(2/2/19 to 3/3/20)+family & custodian("John Roger")+family & “price considerations”
Responsive documents and document whose family members are tagged responsive but not privileged documents nor documents whose family members are tagged privileged.
tag(Responsive)+family % tagGroup(Privilege)+family
tag(Responsive)+family % tag(Attorney-Client or Work-Product)+family
Privilege Log QC
Privileged documents, or family members of privileged documents, within responsive families, or documents that are both responsive & privileged.
tag(Responsive)+family & tag(Attorney-Client or Work-Product)+family
tag(Responsive)+family & tagGroup(Privilege)+family
Find non-responsive documents, or family members of non-responsive documents, but not responsive documents nor family members of responsive documents.
tag(Non-Responsive)+family % tag(Responsive)+family
Inconsistently tagged families
Find families of documents where some, but not all, documents are tagged responsive.
tag(Responsive)+family % tag(Responsive)
Saved searches with family subsearch
Multiple saved searches with +family can be included in a single query. Each example saved search includes +family:
Both saved searches can be combined in a single query: search("Financial contracts") % search("Privileged Families")