September 1, 2011
During review, especially during sensitive cases, actions often become questionable. While there are a couple of methods to track review workflow, collaborative actions, and search results, most are inconvenient, unaccountable, or even costly.
One popular method is the conventional email by which we still attempt to keep track of discovery communication of what searches should be conducted or how big (or, in most cases, how workable) the result set is supposed to be for a group to review. Another option is the costly, and usually, cumbersome reporting features that provide full details of review workflow, but seem to require outside statistic and analytic understanding.
However, based on research and testing, there seems to be something effective and beautiful about the simplicity of recording search results, step-by-step – without the hassle of back-and-forth emails or unnecessary and costly details.
By using the Journal Snapshot feature to post to the case management blog, users achieve:
• Chronological, step-by-step tracking of search results
• Results catalogued in an area pertaining to the relevant matter and the parties involved
• Convenience to repeat the same search
1. This new feature is conveniently located in the Advanced Search Builder and appears after a search action is conducted.
For security reasons, this feature is only available to Administrators and Case Managers.