While previewing documents during an initial search, it is a good time to tag them for further classification, and add comments and notes that pertain to the case. When working with hundreds or even thousands of documents in an archive, you must first cull the list down to a workable size and then tag the documents you deem pertinent to this case or other cases. IPRO Search includes predefined tags for this purpose:
Relevant: Indicates documents that contain information directly related to your case.
Privileged: Indicates documents that a producing party is not required to provide to opposing counsel, since it falls into privilege.
Flagged: Indicates documents that may or may not contain relevant information. Flagged documents require further investigation.
Work Product: Indicates documents developed by an attorney as part of the legal preparation for a client and is privileged. Documents may consist of writings, notes, memoranda, research, and confidential materials, and may have relevant information for a case or other cases.
The case manager can create custom tags, which can be useful if specific tags are required for the case or organization. For example, you can create tags that relate to a particular type of case, such as a wrongful dismissal suit or contract dispute. Custom tags are case specific. That is, the tags you create only exist within that case. If you decide that custom tags are necessary for acase, be sure to define them appropriately and communicate their proper usage to your team.
Once you have tagged a document, the next step is adding comments and notes. This can be extremely helpful when it is time to look a little closer at each and every document. If you spot a document that requires further investigation, you can include instructions on what to look for, such as date ranges, terms, or names, as well as pose questions for the reviewers who will be reviewing the documents.
NOTE Because the content of audit files is indexed, any comment you add to a document is always searchable. Comments cannot be removed after they are added to a document.