Here’s a search workflow to help identify family members from a search result that:

  • Have not been reviewed. E.g., Parent email tagged Responsive (inclusion) while attachments (Children) have not been reviewed/tagged (exclusion).
  • Have conflicting tags between the parent and child E.g., Parent email tagged Responsive (inclusion) while attachments (Children) are tagged Non-Responsive (exclusion).
  • One or more documents from a family group are considered exclusionary documents. E.g., a child document is marked “To be produced” (inclusion) while its' parent document is marked “Privilege Withhold” and “Exclude for production”

In the following example, we'll use the tags “Responsive” AND “QC Reviewed” for inclusion.

For exclusion, we'll use the tags “Privilege Withhold” OR “Confidential” OR “Do not produce” OR the None tag indicating documents have not been reviewed

TIP: Build your search using the Advanced Search Builder to pick up the syntax for your query. The parentheses will have to be added after your search is populated in the search bar.

Step 1: Create the inclusion search with family members

(tags:responsive AND tags:”QC Reviewed”) AND NOT (tags:”Privilege Withhold” OR tags:Confidential OR tags:”Do not produce” OR tags:None)

⚠️ TIP: When using parentheses pay close attention to the order of operations. More on Boolean search tips from this FAQ

Create a locked saved search of the results and include families. Name it as "Prod001 - Inclusion with family" as an example.

Step 2: Create the exclusion search with family based on the search results from step 1.

saved_search_name:"Prod001 Inclusion with family" AND (tags:”Privilege Withhold” OR tags:Confidential OR tags:”Do not produce”)

Create a locked saved search of the results and include families. Name it as "Prod001 - Exclusion with family" as an example.

TIP: If your exclusion criteria remain consistent, you have the option to create just one exclusion saved search that you can reference moving forward. Maybe you can call this "Docs to exclude with family"?

Step 3: Now that you have full family members from each group, you can create a final saved search to remove full family members from your exclusion set.

saved_search_name:"Prod001 Inclusion with family" AND NOT saved_search_name:"Prod001 - Exclusion with family"

You can then create a final saved search (locked) of the result as your final production saved search. This result should leave behind documents that are family inclusive with consistent tagging.

NOTE: Please keep in mind that for any locked saved search with families included, you may need to temporarily unlock and re-lock to make sure you are accounting for documents added to the population by way of new uploads added to the project or from having documents tagged or untagged from existing review.

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