The initial Review home page, as shown in the figure below, consists of the:
Favorites and Recent panel: Access user-defined favorites or the most recently accessed cases.
Sort Case/Client Options: Sort cases or clients A to Z or Z to A
Case/Client Search Bar: Manually enter a case/client name
Case Cards: Displays case name, code name, managing client, client, matter ID, and creation date.
When a case card is selected, the Funnel graph and Review Passes display as shown in the following figure:
The Funnel graph depicts the number of case documents that are loaded, in review, and produced. Each Review Pass depicts the percentage of documents reviewed, a progress bar, the review pass name, and the total number of documents.
Note: To close the funnel graph, click in the upper right corner.
Before you get started working with the Case Selection Screen, you might want to watch the Case Selection video.
Case Selection video
The following video provides a basic review of the Case Selection Screen functionality. The purpose of the video is to help you to:
Understand how to enter a case or batch
Effectively read the Case Selection popover
Understand how to organize the Case Selection screen