November 2018 update

This update includes a number of customer-requested features and improvements. Thank you to our great users for your suggestions and feedback, and ongoing support!

New features

  • Specific function for hiding non-discoverable documents.
  • Ability to import and store external document IDs (i.e. where a document has been exported from another system, and you wish to retain the previous system’s assigned ID).
  • Zoom large images by double-click.
  • Ability to cross-reference list numbers/pages between two lists.
  • Page borders for list documents.
  • Option to search non-redacted documents.
  • Two-factor SMS authentication option.

Improvements

  • Updated PDF viewer, with better performance and ‘find in document’ function.
  • Link email address to author/recipient shows auto-suggest names.
  • Documents page returns to current category upon refresh.
  • Browse documents in list context.
  • Option to include additional columns in Excel version of a custom list (i.e. same as available for discovery lists).
  • Improved searching of email addresses and domain names.
  • Option to disable whether a tag is shown as a ‘badge’ when browsing documents.
  • Option to specify alternative badge text for tags.
  • Separate fields for actual date and custom date in Excel reports (useful when both fields are being used).
  • Improved creation of PDF hyperlinks to work on Mac OS systems (avoiding invalid characters).
  • Better detection of imported production numbers.

October 2018 update

New features

  • Option to set watermark colours (instead of just grey)
  • Index templates for electronic casebooks
  • Option for inserting placeholder references in hyperlinked casebook documents
  • Ability to create casebook hyperlinks with “continuous” list numbering
  • Ability to import custom date and privilege fields in mapping files

Improvements

  • Improved detection of email duplicates
  • Ability to bulk-download hidden documents
  • Improved handling of non-standard mapping file column names
  • Improved word-wrapping of hyperlinks in casebook documents

September 2018 update

New features

  • Live rendering of list & casebook documents
  • When viewing an unknown file type, there is now an option for viewing the file in plain text.
  • New search option to include or exclude tray documents

Improvements

  • Faster splitting & page deletion on very large PDFs
  • Improved detection of duplicate text on emails with minor time differences
  • Improved handling of emails from different timezones
  • Improved tidying of extracted email names and addresses
  • Better handling of non-standard recipient fields in Outlook MSG files
  • Ability to set a party code when creating a new party via the “link email addresses” tool
  • Completed review tasks show the user who set the task as completed
  • More information provided on mapping (import document information) errors
  • Better handling of Word tables with irregular columns in mapping files
  • Casebook hyperlinks should now work in most standard desktop PDF viewers (tested in Acrobat, Foxit and NitroPDF)
  • Improved text conversion of HTML table data
  • Better performance for tagging large numbers of documents
  • Support for playing M4A audio files directly in the browser

July 2018 update

New features

  • Option to apply stamps on alternating sides of a page, which is useful for double-sided printing.
  • Inclusion of ‘sort date’ in exported document lists.
  • Option to limit search by documents in the tray.

Improvements

  • Project can be re-indexed while continuing to use existing index to search.
  • Improved interface for junk text tool.

Performance

  • Better performance for bulk operations on large numbers of documents, such as hiding, deleting and moving documents, setting discovery information, and merging folders.
  • Further improvements to PST extraction performance.
  • Faster browsing on Documents page for large projects.

June 2018 update 3

This update has focused on improving performance. We’ve made a number of performance improvements to how email threads, possible threads and similar documents are queried and displayed, resulting in a more responsive user experience, particularly with large volumes of documents (100,000+).

We’ve also significantly boosted performance for importing documents, in particular large email archives (PST and MBOX files), and processing large complex Excel spreadsheets.

Other changes include:

  • Smarter detection of deemed duplicates in email threads and possible/detected email threads;
  • More accurate scoring of similar documents (i.e. the ‘score’ that indicates the similarity of two documents);
  • Added an option to allow documents to be exported named by their production numbers (instead of internal ID);
  • Added an option to allow documents to be exported within subfolders mirroring those in the project.

June 2018 update 2

New features

  • Multi-document compare process for easier comparison of similar documents.
  • New process for matching and linking deemed duplicate documents.
  • Addition of “associated documents” category, for linking associated documents (not associated on other grounds, such as part of the same email thread) together.

Improvements

  • Significantly improved interface for reviewing email threads (and detected possible email threads), and setting discovery information and hiding documents on a group basis.
  • Discovery review checklist now includes checks for inconsistent discoverability of similar, text-duplicate and deemed duplicate documents, redundant duplicates, and documents with failed attachment extraction.
  • More information about related documents added to Discovery tab.
  • PDF text extraction now includes form data (this remains dependent on the structure and settings of the PDF form, but standard form text should now be extracted).
  • Move Documents and Hide Documents pages now show the locations of documents to be moved or hidden;
  • PST extraction now shows the total number of items to extract.
  • Improved layout of document lists on Related tab.
  • Tag documents option added to tray pop-up menu.

June 2018 update

New features

  • First release of the Casebook Module – a major new feature designed to support the creation of electronic casebooks in accordance with the Senior Courts Civil Electronic Document Protocol. We will post more about this soon.
  • Addition of document “alias” property, allowing documents to be assigned a unique alternative identifier (an alias) which can be used to find and reference documents.

Improvements

  • Significantly improved import document information process.
  • Cleaner layout of table columns in main documents page and list views.
  • When browsing documents in a repository in details view, the folder is now shown in the browse menu.
  • Improved detection of dates in scanned documents.
  • Document information can now be imported for documents in all repository types, not just client discovery documents.
  • Better handling of very long Excel spreadsheets.
  • Better progress reporting during bundle generation.
  • Longer search query input (up to 500 characters).
  • Back-end changes for better handling of very long documents.

May 2018 update

An interim update include some new features, improvements and fixes:

New features

  • The built-in redaction tool now provides an option to increase the size of text on a redaction.
  • Various custom list columns are now optional, and can be configured via List Settings.
  • Option to clear production numbers when unlocking a discovery list.

Improvements

  • Easier way to re-order a custom list using manual ordering.
  • Hiding of duplicates in various categories in main Documents page – for example, if a group of 10 duplicates is set as “key document”, only one duplicate will now be shown in the Key Documents category.
  • Improved notifications for when documents could not be added to a bundle.
  • Deleting a party automatically unlinks any linked email addresses.
  • Various bug-fixes.

April 2018 update

An interim update include some new features, improvements and fixes:

New features

  • Initial support for custom fields (allowing custom field data to be imported and displayed).
  • Option to ‘scale up’ small pages to A4 size in list bundles (useful when a document is smaller than A4, but you want it to appear as A4 for the purposes of stamping and compiling it in a list bundle).
  • Added extra columns to Export to Excel function.

Improvements

  • Better performance when moving, hiding or deleting large numbers of documents (tens of thousands).
  • Better performance when importing discovery information.
  • Better performance for merging/splitting folders.
  • Various bug-fixes.

March 2018 update

We’ve been very busy in the past six-or-so months, adding loads of new features – many of which have come from our users. There are too many to list, but here are some highlights. We will also write about some of these in more detail later.

New major features

  • Keyboard mode for data entry and navigation on the Discovery tab. This is a long-awaited enhancement makes it easier and more efficient (less mouse clicks) to enter discovery information for a set of documents.
  • Enhanced email thread detection, for auto-detection of of possible email threads. This supplements LawFlow’s existing ability to detect “definitive” email threads, but allows for possible thread detection with PDF-version emails and emails from disparate systems.
  • An intelligent Discovery Review Checklist function to help identify potential errors or issues.
  • Identification of text duplicates” – these are documents where the text is identical, but the file is not. Previously, text duplicates were able to be detected via the “Similar Documents” feature, but this new feature provides specific handling for text duplicates.
  • Tool for quickly reviewing and deleting duplicate images.

Other improvements

  • On the Discovery tab, the system now prompts to create an author or recipient that doesn’t match an existing entry
  • The “Key Documents” category now shows only one instance of duplicate documents.
  • More accurate scores for detected possibly similar documents on the Related tab.
  • Re-order PDF function.
  • Bundle downloads that are interrupted (e.g. if a network interruption occurs, or a download is paused for some other reason) can now be resumed.
  • An additional link on the Document page shows attachments, or sibling attachments, of the current document.
  • Summary information about an attachment’s parent document is shown when viewing the attachment.
  • Improved functions for stripping attachments from parent emails.
  • Ability to manually order attachments.
  • Ability to manually set production numbers.
  • Improved “merge parties” function.
  • Ability to compare thread and possible-thread emails.
  • Tailored discovery categories in Excel list reports.
  • The Discovery tab now shows if assessed similar or possibly similar have been redacted.
  • Placeholders for empty (zero byte) documents – usually the result of an invalid or corrupted file – are now generated for bundles that happen to include such documents.
  • Mode to upload and merge PDFs.

Thank you as always to our valued users for your suggestions and feedback.