About Reviewing Documents

Once you have completed a search and the number of documents to review is reasonable, it is time to comb each and every single item looking for information.

Knowing your way around the IPRO Search interface will really help you manage the documents you are reviewing efficiently. You can set up the interface to preview documents without having to open them, which will speed up the review of documents. Culling irrelevant documents will also keep reviewers focused on the audit without the distraction of looking at irrelevant information.

One Data Set, Many Views

You can analyze documents by comparing names and dates, reordering them alphabetically from A to Z and vice versa, as well as sort documents by date, name, or author across all locations. Visually this organizes the data so it will reveal information patterns in a meaningful way. In IPRO Search, there are many different avenues of filtering and organizing information so you can use different approaches depending on the case objectives. The goal is to identify examplar documents that contain the kind of evidence the litigation team can use to effectively prosecute or defend a suit.

With that in mind, by far the most important task in this stage of data auditing is the tagging and annotation of documents. When you find a document you deem significant, you can tag it with one of four predefined tags which signify their level of importance.

Default Tags

  • Mark as Reviewed: Indicates results that have been reviewed by an auditor that may or may not contain information directly related to the audit. When a Reviewer opens an item, it is automatically marked "Reviewed."
  • Mark as Unreviewed: Indicates results that have not yet been reviewed. A result can be marked "Unreviewed" only if it has previously been marked "Reviewed."

Next, you will want to add notes and comments to the tagged documents.

Hard Copies

Depending on your audit, printed hard copies may be required. By printing documents in PDF format, you can compile all the relevant documents for the audit manager to review.