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Inside the Ship: A Look at Complex Search Techniques

Search Functions:
Proximity Searching
Field Searching
Tags
Redactions

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Inside the Ship: A Look at Complex Search Techniques

  1. 1. Inside the Ship: A Look at Complex Search Techniques
  2. 2. Private and Confidential – Copyright 2019 Search functions available in Ipro Desktop Scenario-based, hands-on group work Open discussion about search techniques used during group work Recommendations on best practices or alternative search strategies What To Expect
  3. 3. Private and Confidential – Copyright 2019 Proximity Searching • Luggage w/5 destination Within w/# • Buffet a/2 napkin Adjacent a/# • Sunscreen n/10 excursion Not Within n/# Order of Operations in a search: Sunscreen and (Appetizers or Drinks) 2 1
  4. 4. Private and Confidential – Copyright 2019 Fields and Tags • [Custodian] CO Captain Hook Field Contains CO • [Subject] NC “Cruise Itinerary” Field Does Not Contain NC • [doc_tag] Responsive Document Tag [doc_tag] • [page_tag] Responsive Page Tag [page_tag] • [redaction] Work Product Redaction [redaction]
  5. 5. Private and Confidential – Copyright 2019 Advanced Search Blended Searches • Query Transcripts and Database simultaneously • Default behavior when Transcript(s) present • Party names • Key issues Search History • Retained for the current session • Convert to a Saved Search • Cached Search results • Combine with additional syntax
  6. 6. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario One: The lead attorney has asked you to find all documents with the agreed upon keywords and place them into folders in the case. Hints:  Keyword lists are located under Non-Discovery Docs in the case  Each keyword list in the case should have its own folder
  7. 7. Private and Confidential – Copyright 2019 Scenario Two: Your firm does not have enough reviewers available to meet the required review deadline. To stay on track, the firm has hired contract reviewers to assist with a batched review. The goal is to identify relevant documents. Your task is to perform a quality check on all batches that were completed the day prior. Specifically, you want to validate the following: • Keywords are not contained in documents tagged as Not Relevant • Everything from Katrina Kenny was tagged as Relevant
  8. 8. Private and Confidential – Copyright 2019 Scenario Three: First pass review has been completed to identify relevant documents. You've been asked to coordinate a second pass review that will identify responsive content based on the RFP from opposing counsel. RFP #1 is requesting any documentation that meets the following: • All emails and corresponding attachments between Katrina Kenny and Gabriela Downing • Within the updated date scope of documents created or sent between 01/01/2003 and 01/01/2004 You are facing several obstacles with your search: • The spelling of Katrina Kenny's name varies throughout the case • Gabriela Downing has sent emails from multiple accounts within the same email domain
  9. 9. Private and Confidential – Copyright 2019 Scenario Four: The lead attorney has requested you help locate the name of a specific party mentioned during a deposition: “Can you find out what Allkin’s first name is? Bill or Paul mentioned the name in their depo. He is a Senior Vice President, I think, but I can’t remember the name” Locate the party the attorney eluded to in the transcript.
  10. 10. Thank you for joining us!

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