The Reviewer - Using The Hierarchy

We are excited to introduce enhanced functionalities and streamlined eDiscovery workflows with Case Review, which offers unparalleled efficiency and effectiveness in managing your investigations. Explore Case Review now!

The purpose of this guide is to explain how users can access the messages captured by a discovery case as The Reviewer. Additionally, it explains how to understand the application's hierarchy of information. Messages captured as part of a discovery case can be reviewed by Users assigned as reviewers.

Once you have logged in to the reviewer application, you can start to review a case's messages. These are displayed in a collapsible/expandable hierarchy on the left-hand side of the application. This is split into the following levels:

• Discovery cases
• Messages by status

Expanding / Collapsing the Hierarchy

To expand a level in the hierarchy:

1. Click on the icon for the required level.

To collapse a level in the hierarchy:

1. Click on the icon for the required level.

Accessing a Case Review's Messages

To access a Case eview's messages:

1. Expand the Case Review in the hierarchy.
2. Expand the Message Review level in the hierarchy. The messages are categorized by their status. See the Reviewing Messages page for further details.

• • Pending: Lists all messages that have yet to be reviewed.
  • Relevant: Lists all messages that have been reviewed, and marked as relevant to the Case Review.
  • Not Relevant: Lists all messages that have been reviewed, and marked as not relevant to the Case Review.
  • Privileged: Lists all messages that have been reviewed, and marked as potentially privileged communication. They must be held separately to be reviewed by another reviewer or outside counsel.

3. Click on a Status. The messages are displayed.

Hiding / Displaying the Hierarchy

You can hide the hierarchy in the left-hand column, to let you concentrate on a particular case's messages. It can be displayed later if required.

To hide the hierarchy:

1. Click on the icon in the bottom left-hand corner.

To display the hierarchy:

1. Click on the icon in the bottom left-hand corner.