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A Step-By-Step Guide to Optimizing Investigations with Reveal

Reveal Team
August 19, 2024

10 min read

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The legal sector is facing significant challenges as the number of cases has increased dramatically in recent years, with legal professionals handling 40% more cases now than in 2016. This rise in caseloads has led to a substantial increase in the volume of documents that need to be reviewed, putting immense pressure on resources and extending case timelines.

In this high-pressure environment, it is crucial for legal teams to adopt efficient solutions to manage their growing workloads. Traditional document review methods are no longer adequate to keep up with the volume and complexity of modern cases, leading to inefficiencies and higher operational costs.

Steps to Optimize Your Investigations

1. Use GenAI to Unearth Key Information Quickly

Reveal recently released Ask, its groundbreaking generative AI search tool designed to revolutionize how lawyers and other legal professionals interact with their data and their eDiscovery platform at every stage of their matters.

With Ask’s unique combination of advanced semantic search and generative AI completely integrated into a review platform, you now can express your searches in everyday language. No need to guess at effective keyword searches or scour huge volumes of documents to find key facts in critical documents. Instead, pose questions just as you otherwise would and in almost no time get back human-readable summaries with links to supporting documents.

Transform your investigations with Reveal’s powerful AI solutions – Discover Ask

2. Implement AI-Powered Document Review

Traditional document review methods are time-consuming and inefficient. Leveraging AI-powered tools like Reveal can reduce the number of documents to review by up to 85%, regardless of case size or complexity.

With the right AI-powered tools, you can translate content to and from multiple languages, transcribe audio files, and label images – and with these capabilities more quickly and reliably review documents. You can take advantage of supervised learning to prioritize documents based on criteria you develop, moving those documents most likely to contain the content you care about to the front of the queue. You then can use AI batching to automatically give reviewers higher priority documents first, improving the efficiency and effectiveness of review.

3. Utilize Pre-Built and Custom AI Models

Jumpstart review and analysis by prioritizing and deprioritizing content with Reveal’s industry-leading AI models.

Leverage Reveal's starter set of pre-built AI models to prioritize high-value documents in minutes, accelerating the investigative process.

From there, take your approach to the next level by building your own bespoke models, ones tailored to support the needs and enhance the effectively of your specific practices. Create custom models for your internal and external clients – expanding your services, enhancing your value, and strengthening your relationships with your clients. And get even more creative, using AI models to create new revenue streams and lines of business.

4. Engage Interactive Visualizations

With Reveal’s interactive visualizations, you can explore data with precision and speed. This allows you to drill down for details or expand for a broader view, enabling you to uncover hidden patterns and insights efficiently.

Mouse across the Timeline – an interactive chronology map – to select the period of documents you want to examine. Click on the Candy Bar to choose the optimal combination of original, near duplicate, or exact duplicate files to search. Work with dynamic charts of extension, entities, emotional intelligence scores, and more.

Go to the Clusters visualization, which organizes documents into clusters by lexical similarity. Each cluster includes a set of themes which describe the overall subject matter of the documents in that group. You can navigate the clusters like an interactive map, quickly identifying neighborhoods or related documents.

Move to the Communications tab, a feature that provides you with an at-a-glance understanding of who communicated with whom. You can identify communication patterns quickly, examine and update alias email addresses for communicators, and readily view the volume, frequency, and other attributes of communications between individuals or organizations.

Turn to Heatmap, an advanced way to interact with your data visually. Unlike traditional data displays, the Heatmap uses color intensity to highlight data patterns, such as the frequency of document types by custodian, making it easy to identify key areas of interest.

5. Maintain Comprehensive Reporting and Control

Tracking and reporting are crucial with disputes and investigations. Reveal offers extensive reporting capabilities, enabling you to keep tabs on work done and deliver updates or explain courses of action effectively. By maintaining control over the investigation process, you ensure data integrity and security, keeping everything within one platform while managing access and capabilities precisely.

Expert Insights from Reveal’s Leadership

To highlight on the transformative impact of AI in investigations, Samantha Mather, Vice President EMEA at Reveal, shares her perspective:

“The complexity of modern investigations often overwhelms traditional methods. Reveal leverages best-in-class AI to rapidly uncover hidden patterns and provide predictive insights, enabling investigators to solve cases more efficiently and accurately.

By leveraging AI, Reveal not only accelerates the investigative process but also improves the likelihood of uncovering critical evidence faster and significantly reduces expenses.”

Samantha Mather, Vice President EMEA at Reveal

Conclusion

Addressing the growth in investigation cases and the associated challenges requires adopting advanced, efficient solutions. By following this step-by-step guide, legal teams can streamline their investigative processes and reduce inefficiencies. Reveal’s AI solutions are designed to support these efforts, providing comprehensive tools and solutions to optimize investigations.

Ready to unlock faster, more accurate investigations? Schedule a demo today!

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