From your home screen, navigate to the Doc Review (Relevancy) tile and select Doc Review (Relevancy) under the Litigation section.
You will now be taken into the Doc Review solution.
To get started, select the blue Add Doc Review Initiative tile.
This is the page where you will enter details about your case, including background information, descriptions of the documents you are uploading, and any causes of action or defenses relevant to your initiative.
You will also have the option to list the key issues you want to prioritize. Type them into the Most Critical Focuses section and rank them as needed. If you would like to add more, select Add Focus Area.
Once you have entered all the information, you can select the initiative you just created by clicking on it as shown below.
Once you are inside your initiative, you can drag and drop documents or click the blue button in the center of the page to upload files from your computer.
You will then be prompted to confirm your file upload. Once everything looks correct, select Confirm to continue.
Once you drag and drop your documents, select Finish. You will see the button displayed below. Your files will then begin uploading.
If you want to check whether your documents have finished uploading, look under the File Viewer on the right side of your screen. You can scroll through the list to view everything you have uploaded.
You can also manage your uploads at any time. Select the files you no longer want processed and click delete to remove them.
Once your files finish uploading, navigate to the Relevance Report tab to view a summary of your documents. At the top of the page, you will see a high level overview of the key information contained in your uploaded materials.
If you scroll down, you will find a more detailed summary of your documents, key findings based on the information you provided, the date the matter was created and how that context may impact your litigation strategy, along with recommended next steps.
If you continue scrolling, each document you uploaded will have its own summary. Click on a specific document to view it. The summary appears in the chart on the left side, while relevant findings are displayed on the right side.
If you ever want to ask questions about your documents in Doc Review, navigate to the Find Answers tab. Type your question in the chat box and click Send on the right side. You will receive an answer along with the reference point pulled directly from your documents.
This tool works as a standalone feature, but you can also link it to the Timeline and Statement of Facts tool by selecting Generate Timeline and Statement of Facts. This will send all the information you just processed directly into the Timeline and Statement of Facts workflow, where it will automatically populate your case details.
You can also watch our tutorial video by selecting the Tutorial button.
Adding More Documents to an Existing Initiative?
If your analysis is already complete and you need to upload additional documents to the same initiative, you do not need to create a new initiative. Here's how:
From the Doc Review home page, click on your existing initiative to open it.
Inside the initiative, navigate back to the upload area — the same drag-and-drop area you used when you first uploaded your files.
Drag and drop your new files into the upload area, or click the blue upload button to select them from your computer.
Click Finish to begin processing the new files.
Once processing is complete, your Relevance Report and Find Answers results will update to include the newly added documents.
For any questions about this workflow, you can start a chat by clicking the support bubble in the bottom right corner of your screen. We are happy to help!