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Rational Review: Version 78 - April 2026

Rational Review: Version 78 - April 2026

New Features# Matter Agent# Rational Review now includes Matter Agent as a Pre-Release feature, which is an agentic AI interface that lets you drive complex e-discovery workflows through natural language. Rather than navigating menus and executing tasks manually, you can instruct Matter Agent to search and code documents, queue privilege reviews, build production sets, generate analytics, and more—all within a single conversational session. Matter Agent operates with full tran

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Rational Review: Version 72 - July 2024

Rational Review: Version 72 - July 2024

New Features# Batch processing speed & reliability enhancements# Users will have a better experience when using document actions such as foldering and batch coding. Term Highlighting# Jump to First Highlight Toggle# Users now have the option in settings to enable “Jump to First Highlight”. Term Highlighting Cache# Improves term highlight performance on matters with large, complex term highlighting sets. Rather than generating highlights on

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Rational Review: Version 71 - March 2024

Rational Review: Version 71 - March 2024

New Features# Aggregate Email Thread Stats# The following is shown as aggregate statistics in the viewer Email Threads panel: Date range of the thread: (first email sent date, to last email sent date). Number of unique custodians recognized in the thread Total number of emails in the thread Total number of attachments in the thread. Bulk Translations# Translations of existing text components. The translations can be searched via a full text sea

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How To Ensure Data Integrity: 9 Proven Methods

How To Ensure Data Integrity: 9 Proven Methods

Data integrity is the foundation of effective data management. It ensures that data remains accurate, consistent, and trustworthy throughout its lifecycle. Maintaining data integrity is essential for informed decision-making, regulatory compliance, and building trust with stakeholders. In this article, we’ll explore ten proven methods that organizations can implement to safeguard and enhance data integrity across their operations. Additionally, we also provide examples illustrating the importanc

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Rational Review: Version 70 - January 2024

Rational Review: Version 70 - January 2024

Pre-Release# AI Chatbot (Feature Flagged)# Users now have an option for an AI Chatbot that will give them a way to learn more about the content of a document interactively. System Alerts (Feature Flagged)# Provides users with the ability to configure alert settings for different system activities, enhancing their monitoring and management capabilities. This feature will enable users to receive timely notifications about significant events within the application.

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7 Tips For Improving Your eDiscovery Process

7 Tips For Improving Your eDiscovery Process

In our modern digital landscape, the eDiscovery process, , has emerged as a pivotal element of legal procedures. This multifaceted process revolves around the identification, collection, and effective management of electronic data, all of which are vital for litigation or investigative purposes. As our world becomes increasingly digital, the need to optimize the eDiscovery process has never been more crucial. It’s the linchpin that ensures efficiency and success in navigating the vast and comple

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Rational Review: Version 67 - May 2023

Rational Review: Version 67 - May 2023

Review# Predictive Coding# Redesign of Predictive Coding on the RRC platform leverages machine learning technology to assign prediction scores to unreviewed documents, based on documents reviewed by humans. These prediction scores reflect the relevancy of a document as a percentage and allow our system to put the most important documents in front of reviewers faster. The predictive coding page displays charts, graphs, and metrics that provide insight into the status and succes

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Rational Review: Version 66 - March 2023

Rational Review: Version 66 - March 2023

Review# Document Notes# Users can now add notes directly to a document. The color of the note can be changed, and numerous notes can be added to a document allowing users to collaborate. A new ‘Has Note’ predicate has been added to the search page. Using this predicate allows users to isolate documents with notes. Hidden Content Warning in the Viewer# A banner will now be displayed above a document in the viewer indicating that the document being viewed has hid

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Rational Review: Version 65 - February 2023

Rational Review: Version 65 - February 2023

Review# Search Term Hit Reports – Progress Metrics# A progress bar and term-level metrics are now shown for in-progress search hit reports. Add-ons to the Load Details Report# The Load Details Report now provides counts for extracted total, new, and duplicate documents. Also provided is the family relationship breakdown - counts for parents, attachments, and standalone documents. Addition of the following lists: Password Protected Documents: lists

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Rational Review: Version 64 - January 2023

Rational Review: Version 64 - January 2023

Review# Images can now be downloaded from the viewer# A zip file of a document’s images is downloaded when the new ‘Images’ option is selected in the download sub-menu. Images downloaded are in the same format as how they are stored in the database. Example, a tiffed word document will result in .png images, whereas third party documents are .tiff format. When documents have produced images (bates stamped), an additional sub-menu containing ‘with bates’ or ‘without bates

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Rational Review: Version 63 - November 2022

Rational Review: Version 63 - November 2022

Review# Media file transcription updates *# Video transcriptions are now present in the native component. Users can now search across transcribed text in the native component. Term-highlighting now appears in the native component for transcribed media files. Media files not supported in the viewer can now have transcriptions generated. The ‘Send Results to’ feature now respects search inclusions# If search inclusions are considered in a search, the tot

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Rational Review: Version 62 - September 2022

Rational Review: Version 62 - September 2022

Review# Audio and Video Transcriptions *# Text can now be generated for Audio and Video files. Transcription can be done in a bulk process via the ‘Generate Text’ action, or on a doc-by-doc basis via the ‘Transcribe’ button found in the native and text component. Search Inclusions# Searches can now be run to consider and return additional documents responsive to Families, Near Duplicates, and Email Threads data. Using inclusions will include documents outside

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Rational Insights: Discovering Secret Service Text Messages

Rational Insights: Discovering Secret Service Text Messages

Earlier this summer, we learned that the January 6th Select Committee sought to obtain Secret Service text messages on or relating to the insurrection at the US Capitol on January 6, 2021, only to be informed that any text messages from that timeframe were deleted across the agency. With this news, the gears in the minds of all of us in the eDiscovery world began turning, as we know there’s more than one way to recover a deleted text message. So, why aren’t common text message recovery methods a

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Rational Review: Version 61 - August 2022

Rational Review: Version 61 - August 2022

Review# Administrative Dashboard Redesign# Previous dashboard sections (loads, review, and productions) have been consolidated into single modifiable graphs. New graphs have been added. Native redactions for spreadsheets# Users can now select and redact spreadsheet cells, rows, columns, and tabs in the viewer. On production, all selected redactions appear opaque in the native file, and all redacted text and hidden content is not accessible. **3D CAD f#

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iOS 16: the Discovery Implications of Editing and Unsending iMessages

iOS 16: the Discovery Implications of Editing and Unsending iMessages

Last month, Apple announced that in their upcoming iOS 16 release, iMessage will include the ability to unsend (or “recall”) messages, as well as edit messages after sending. Naturally, our first reaction to this announcement was to ask ourselves: “How will these new features impact iMessage discovery?” This question was followed only by a further waterfall of questions: “Could these features be used to hide evidence? Would unsent or original messages

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Email Threading: Realizing the Value of an Underutilized Asset

Email Threading: Realizing the Value of an Underutilized Asset

What if we told you there is a way to increase the speed and accuracy of your next document review without the need of an expert and without incurring additional cost? The concept of email threading is likely a familiar one, as eDiscovery providers have been touting this email organizational approach and related technologies for over ten years now (time flies, doesn’t it?). Despite the value and the test of time, email threading is still underutilized by many eDiscovery consumers. In this blog,

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Rational Review: Version 60 - June 2022

Rational Review: Version 60 - June 2022

Review# File Type Recognition# Each file extension on-site is now categorized into a new ‘file type’ field. Users can search, filter, or export this field. Example, searching with ‘Spreadsheet’ filetype will return all documents with an extension of csv, xls, xml, etc. Subjective Coding add to document list filters# Document list filters now include subjective coding, where users can reference coding counts or cull documents based on the coding applied to the docu

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Rational Review: Version 59 - May 2022

Rational Review: Version 59 - May 2022

Review# Keyboard Shortcuts in Document Viewer# Keyboard shortcuts are now automatically assigned to existing and newly created coding tags. A tooltip on the viewer page informs the user of which shortcuts are enabled. Administrators can edit shortcuts as needed. Collapsible Metadata Values in Document Lists# Excessively long metadata values are now truncated by default, with an option to “show more” as needed. Tampered Email Detection# Emails within a

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Rational Review: Version 58 - March 2022

Rational Review: Version 58 - March 2022

Review# Rational viewer UI/UX redesign# The viewer has been updated in a manner where it is now more responsive, has a cleaner UI, and includes new features. Here are a few changes: A responsive toolbar that only has icons that are usable on the component you are on Filetype icons are now present next to all documents in a list, and the document being viewed. Numerous new features and layouts for the analytics viewer tabs (And much more!) **Coding Co#

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Rational Review: Version 57 - February 2022

Rational Review: Version 57 - February 2022

Review# Users can now choose whether to search against the ‘New’ or ‘Total’ documents in a load# Previously, only new documents were searched against. At the top of the ‘Select Loads’ dialog in search, you can now choose whether to search against the new OR total documents. Administrative# OS Metadata will be removed as a default field from the ‘Document Metadata’ panel# Operating system (OS) metadata in most instances is irrelevant, and as such has be

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Rational Review: Version 56 - January 2022

Rational Review: Version 56 - January 2022

Review# Dashboard ‘Recent’ panel refactor# The accordion style panel has been replaced with a single collapsible panel containing a single selection dropdown with the following new ‘Recent’ options: Folders: lists recently viewed folders, and the time of the viewing. Coding: lists recently coded documents, and the time of the coding. Redactions: lists the recently redacted document, the redaction reason, and the time of the redaction. **Reviewer dashboard gra#

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Rational Review: Version 55 - December 2021

Rational Review: Version 55 - December 2021

Review# Term highlighting now accepts proximity search terms# Users can apply proximity terms to their highlighting sets, where the entire proximity hit will be highlighted. Here’s an example: Term: Nic* w/ 5 steal Sentence: In ‘National Treasure’, Nicolas Cage tries to steal the declaration of independence. Administrative# Redaction fields have been added to the default production metadata list# ‘Is Redacted’ and ‘Redaction

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Rational Review: Version 54 - November 2021

Rational Review: Version 54 - November 2021

Review# Near Duplicate and Email Threading page refactor# Both the near duplicate and email threading pages have a new ‘Processes’ table which allow users to reference the history of any processes run, against which set, and against how many documents. Each page has had its cards updated to reflect more relevant information – such as the global results of the analytic processes in terms of “unique” and “duplicative” counts. Both pages include new interactive graphs and c

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Rational Review: Version 53 - October 2021

Rational Review: Version 53 - October 2021

Review# Search Term Hits# The search term hits page generates a list of search results, per term entered. Terms can be run against the entire matter, or any source on the site – such as saved searches, loads, and folders. Inclusions can be added, so in addition to direct hits, there are additional counts that include full families, near duplicates, or email threading hits. Users can preview hit results by clicking into the document counts, or download a hit report in PDF

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Rational Review: Version 52 - July 2021

Rational Review: Version 52 - July 2021

Review# Notification center UI/UX Updates# The page has gotten a facelift as part of a code refactoring an optimization effort. Users can now delete notifications, switch between which notifications they want to see (background processes or site actions). Near duplicate comparison percentages have been removed from Root documents# Near duplicate comparisons are built from a ‘Root’. As such, all similar documents are compared to IT, not vice versa. As such, remo

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Rational Review: Version 51 - March 2021

Rational Review: Version 51 - March 2021

Review# Viewer Text Searching: indication has been added when a term does not hit# Previously, if there was no match for a term, there was no indication to a user, and they would only be able to tell this by clicking the ‘next term’. Now, there’s an indication to the user when a term doesn’t match. The date has been added to the loads dialog on the search page# Previously, the date associated with a load wasn’t shown when adding a load to search. This made it incr

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Rational Review: Version 50 - January 2021

Rational Review: Version 50 - January 2021

Review# Position of document a user is on in the viewer is now displayed# The viewer now displays what number document a user is on in a list (ex. 5 of 3000) Relationship coding UX Improvements# If users were coding documents with full families, they would have to re-choose the option after each coding designation. Now, the “Code Families” option is static. Clicking “review and next” when reviewing with relationships will bring the user to next unreviewed docum

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What Does Pandemic Preparedness Look Like for Your eDiscovery Vendor?

What Does Pandemic Preparedness Look Like for Your eDiscovery Vendor?

By now, you have likely received a slew of messages, penned by various CEOs, explaining what their companies are doing to cope with the current COVID-19 crisis. Almost every business has been impacted, and it’s important to communicate that impact to customers. It’s worth noting though that while some of these messages are truly informative, many are just opportunistic sales pitches. SaaS offerings inherently enable work-from-home, and some vendors simply rely on their cloud-based offerings t

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Rational Speaks with James Sherer of BakerHostetler on E-Discovery and Information Governance

Rational Speaks with James Sherer of BakerHostetler on E-Discovery and Information Governance

Tom Preece, Rational’s Business Development Manager, recently spoke with James Sherer about his work as a litigator, author, e-discovery practitioner, and Information Governance thought leader. James Sherer is Counsel at BakerHostetler, where he co-chairs the Information Governance practice team and serves as part of the E-Discovery and Management and Privacy and Data Protection groups. His work focuses on litigation; discovery management processes; enterprise risk management; records and inform

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