Find Privilege Tagging Inconsistencies within Families

Privilege review is often performed at the family level. An email may be tagged Privilege while one or more attachments are not, creating inconsistent coding and increasing the risk of inadvertent production. Including families in a saved search helps surface these discrepancies for quality control.

So you might want to identify document families where at least one document is tagged Privilege, but other family members may have been missed and remain untagged.

1. Find all documents tagged Privilege. You can either:

   1. Plug tags:Privilege into the search bar.

      

   2. Configure the Advanced Search Builder dropdowns to IS – Tags – EQUALS – Privilege.

      

2. Save the results as a locked saved search and select Include Families to pull in all related parent and child documents.

   

3. Run your saved search.

   

4. Apply a tag exclusion filter or search for documents within the family set that are NOT tagged Privilege. This further narrows your document set so you’re not looking through those already marked privileged. You can either:

   1. Plug NOT tags:Privilege into the search bar.

      

   2. Configure the Advanced Search Builder dropdowns to IS NOT – Tags – EQUALS – Privilege.

      

5. In Document Viewer, validate whether the untagged family members should inherit the Privilege designation or whether the existing tagging is correct.

Important

After correcting any inconsistencies, rerun the search to confirm that all members of privileged families have been coded consistently before production.