Did you know that Ipro Review has multiple ways to search – Visual and Advanced? Which one should you use… and when? Join our experts as they walk you through different scenarios and different searching techniques you can use to find the documents you need.

1. Searching Faceoff
Advanced Search v Visual Search

2. Private and Confidential – Copyright 2020
In this session we will talk about the differences
between Advanced Search and Visual Search.
Is there an advantage to using one over the other? As
you go through the hands-on exercises, you be the
judge. The answer just might surprise you!
Searching: What is the best way?

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Advanced Search
• Conceptual Searching
• Text based searches
• Field based searches
• Random Sampling
• Timeline

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Visual Search
• Hot Buttons
• Charts
• Concept Wheel
• Timeline

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Advanced Search Visual Search

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Do you know what data you are looking for?
Specific
Custodians
Dates
Keywords
Exploratory
Emails
Social
Media
Unknown

7. Time to FACE OFF!

8. Private and Confidential – Copyright 2020
A new case contains a collection of emails from employees
at Globex Industries.
A list of Responsive Terms have been applied to the case
using Keyword Management and now you’d like to
perform a more thorough investigation.
Scenario #1

9. Private and Confidential – Copyright 2020
Questions: Scenario #1
Which Custodian had the most Responsive
Term hits?
Which Responsive Term had the most
document hits?
Which 2 employees had the most email
interaction regarding the highest hitting
Responsive Term?

10. Private and Confidential – Copyright 2020
You have just learned that there may be a “hot document”
located in your data set.
You are looking specifically for emails between Tony
Sumner and Rachel DeJesus regarding patent
infringement. You will need to eliminate any privileged
emails and determine if documents were exchanged.
Scenario #2

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Questions: Scenario #2
What search process can be used
to get the result?
Which method is more
efficient?
Would concept searching be
applied in this situation?

12. Private and Confidential – Copyright 2020
You have received a hard drive containing documents from
numerous custodians. Ariana Akers, Cory Espinosa and Henrietta
Becker have been identified as priority custodians, but there may
be more.
This is a possible patent infringement case and you are looking
specifically for emails and documents relating to patent and
copyright issues after the date of 2003.
Privileged terms have been loaded into your case and any
documents containing these terms need to be excluded from
review.
Scenario #3

13. Private and Confidential – Copyright 2020
Questions: Scenario #3
Which custodian has the
most emails?
Which method was more efficient
at finding this information?
Did you discover any other
custodians of interest?

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You have just discovered that one of the custodian’s has an email in
their data set that was exchanged with someone at Universal Export
regarding SCO allegations of copyright and trade secret
violations. You may need to depose anyone with knowledge of this
email.
Which individuals may have knowledge of this information?
And the Winner Is……
Whoever can find the answer first wins a
prize! Using the last search scenario find
the following information:

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• What search methods did you use to find this
information?
• Discuss outcomes for each. How long did it take? Are
results identical?
• Was one method more difficult than the other?
• Answer:
Rosalie Machado, Terry Sprague, Brandy Presley, Tracy
Doss, Remote employees at Globex
Discussion:

16. Thank you!
For additional information on Ipro for enterprise, go to
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