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Leveraging Analytics
Utilizing analytics for dynamic
review strategies
Private and Confidential – Copyright 2020
Uncover review strategies using Analytics to enhance
dynamic workflows and increase document review speeds.
This hands-on session will provide a glimpse into several of
the available analytics technologies in Ipro for enterprise.
Session Overview
Private and Confidential – Copyright 2020
Ipro for Enterprise – Included Analytics
Analytics Search:
Use a text selection to find similar documents
Email Threading:
Groups together Email Threads
Concept Clusters:
System Defined Concept Groups
Near Duplicates:
Groups documents with similar text
Similar Docs:
Groups documents with similar concepts
TAR:
Use the knowledge of an expert to group
documents as Responsive or Non Responsive, in
an automated way
Private and Confidential – Copyright 2020
Email Threading
• Quickly review and tag all docs
in an email thread
• Faster, more consistent review
decisions
Private and Confidential – Copyright 2020
Demystifying Thread Suppression
Private and Confidential – Copyright 2020
Thread Suppression Searches
Thread suppression, or “Inclusive” search, used for Batching:
Private and Confidential – Copyright 2020
Thread Suppression Searches
Duplicative content, not needed to review:
Hands On: Thread
Suppression
Private and Confidential – Copyright 2020
Analytics Search
• Allows you to search for phrases, sentences, or
paragraphs to locate conceptually similar documents.
• Note: Requires an Analytics Index
• Minimum Similarity: Allows you to customize results
Hands On:
Analytics Search
Private and Confidential – Copyright 2020
Similar Documents
BAR
KEG
WHEAT
PORTER
ALE
PINT
PILSNER
CRAFT
AMBER
LOCAL
TAP
IPA
HOPS
BARREL
PUB
DRINK
STOUT
DRAUGHT
YEAR
GLASS
STEIN
BLONDE
TASTE
AROMA
NOTES
FRUITY
SWEET
DARK
LIGHT
LAGER
GRAINS
YEAST
COLD
CASK
BEVERAGE
CELEBRATION
FOAM
FERMENTATION
Private and Confidential – Copyright 2020
Understanding Similar Documents
• Newer type of Relationship
• Groups documents based on conceptual similarity
• Note: Requires an Analytics Index
Hands On:
Locating Similar
Docs
Private and Confidential – Copyright 2020
Concept Wheel
• System-Generated Clusters, group documents based
on conceptual similarity
• Based off a Saved Search
• Can have multiple clusters per case
Hands On:
Prioritizing Review
with Clusters
Thank you!
For additional information on Ipro for enterprise, go to
iprotech.info/techshow20enterprise

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Leveraging Analytics for Dynamic Review Strategies

  • 1. Leveraging Analytics Utilizing analytics for dynamic review strategies
  • 2. Private and Confidential – Copyright 2020 Uncover review strategies using Analytics to enhance dynamic workflows and increase document review speeds. This hands-on session will provide a glimpse into several of the available analytics technologies in Ipro for enterprise. Session Overview
  • 3. Private and Confidential – Copyright 2020 Ipro for Enterprise – Included Analytics Analytics Search: Use a text selection to find similar documents Email Threading: Groups together Email Threads Concept Clusters: System Defined Concept Groups Near Duplicates: Groups documents with similar text Similar Docs: Groups documents with similar concepts TAR: Use the knowledge of an expert to group documents as Responsive or Non Responsive, in an automated way
  • 4. Private and Confidential – Copyright 2020 Email Threading • Quickly review and tag all docs in an email thread • Faster, more consistent review decisions
  • 5. Private and Confidential – Copyright 2020 Demystifying Thread Suppression
  • 6. Private and Confidential – Copyright 2020 Thread Suppression Searches Thread suppression, or “Inclusive” search, used for Batching:
  • 7. Private and Confidential – Copyright 2020 Thread Suppression Searches Duplicative content, not needed to review:
  • 9. Private and Confidential – Copyright 2020 Analytics Search • Allows you to search for phrases, sentences, or paragraphs to locate conceptually similar documents. • Note: Requires an Analytics Index • Minimum Similarity: Allows you to customize results
  • 11. Private and Confidential – Copyright 2020 Similar Documents BAR KEG WHEAT PORTER ALE PINT PILSNER CRAFT AMBER LOCAL TAP IPA HOPS BARREL PUB DRINK STOUT DRAUGHT YEAR GLASS STEIN BLONDE TASTE AROMA NOTES FRUITY SWEET DARK LIGHT LAGER GRAINS YEAST COLD CASK BEVERAGE CELEBRATION FOAM FERMENTATION
  • 12. Private and Confidential – Copyright 2020 Understanding Similar Documents • Newer type of Relationship • Groups documents based on conceptual similarity • Note: Requires an Analytics Index
  • 14. Private and Confidential – Copyright 2020 Concept Wheel • System-Generated Clusters, group documents based on conceptual similarity • Based off a Saved Search • Can have multiple clusters per case
  • 16. Thank you! For additional information on Ipro for enterprise, go to iprotech.info/techshow20enterprise