Review

Catalyst CR is optimized for large-scale document reviews. Cull populations, batch documents into review folders, assign documents, automate review workflow and track progress. We can even provide on- and off-shore review teams and review management.

General Capabilities

Web-Based System	Catalyst CR runs in a browser with no special settings. No need for Citrix, Terminal Services or special software for review.
Complete Native Review	View over 350 native file types without the native program, special plug-ins or other software. No technical settings required on your firewall or your computer.
Multiple Document Views	Multiple image links per record allow you to view an HTML preview, the native version along with PDF, TIFF and redacted versions.
Conditional Form Rules	Create and apply conditional rules to forms including required fields or conditional fields that appear when another field is checked.
Special Excel Viewer	Our special Excel viewer runs in a browser and allows you to view large Excel files a page at a time (no waiting to download 60 megabyte Excel files) Switch between formulas and values, wrap or unwrap text. Native version is a click away.
Convert On the Fly	On-the-fly conversion of native file formats to PDF for redaction or printing.
Video Transcript Viewer	View video transcripts linked to CR.

Organize with Folders and Batching

Dynamic Multi-Level Folders	Create dynamic folder sets for review management and to view documents by custodian, source or other criteria. Supports multi-level foldering for review workflow.
Static Foldering	Create static folders for witness and issue kits or to group documents. Create folders on the fly in multiple levels.
Production Folders	Create production folders for multiple productions. Search against fielded information to QC productions before release.
Public, Private and Shared Folders	Create private or shared folders for JDGs and opposing party reviews.
Search Folders	Searches can be expressed as public, private and shared folders for easy access.
Copy Docs to Folders	Easily copy individual documents into one or more folders or move documents in batches.
Compare Folders	Compare the contents of two folders to determine which documents are in both or in either.
Batch Records for Review	Batch results sets of any volume. Assign batches to review projects. Build custom batch sizes and included document families, duplicates, threads and near dupes.
Batch by File Size	Batch files for review based on file size.
Analytics and Concept Clustering	Cluster documents based on conceptual similarity and batch for more efficient review.
Key Document Clustering	Cluster documents based on key case documents and batch for more efficient review.
Key Document Culling	Batch key documents for individual review and cull out non-relevant documents for removal. Search and analyze non-key documents to determine relevancy.

Power Review Options

Quicker Viewing	AJAX technology opens pages quickly and users can move rapidly from document to document. Review speeds of more than 100 docs per hour are common.
Dual-Monitor Review	Use two monitors for your review with the document in one monitor and a review form with up to 6 columns of data on the second monitor for easier comprehension and faster viewing.
User-Created Tag Macros	Users can create their own coding macros to speed up the review process. Tag multiple fields and move to the next record with one click or hotkey.
Custom Review Forms	Create custom review forms for each review team. Supports multiple forms with one-click access. Set up forms for first pass review, QC, expert witnesses, privilege, etc.
Custom Review Tags	Catalyst supports an unlimited number of fields and tags to customize your review.
Hot Keys	Hot keys allow reviewers to move through documents rapidly with keystrokes for Next, Previous and Save, and to tag fields.
Keyword Highlighting	Highlight search hits and keywords in different colors for quick identification.
Family Tagging	View and tag families of documents with a single click; set defaults to tag all related automatically.
Use Previous Tag Values	Copy values/tags from a previously coded document.
Tag Dupes	Tag duplicate documents across the site with a single click.
Tag Near Dupes	Tag near duplicate documents across the site with a single click.
Bulk Tagging	Tag groups of documents with one or more attributes; move documents from stage to stage with one click.
Thread Tagging	Tag entire email threads with a single click.
Rules-Based Review	Create tagging rules for conditional and mandatory fields, e.g. if a document is marked privileged, reviewer must fill out privilege basis.

Customized Review Workflow

Special Review Module	Reviewers can be directed to a special Review module containing assigned folders; other functionality can be removed.
Review Stages	Create and order custom review stages for privilege, QC, foreign language or other specialized review.
Assign Reviewers	Determine whether stages require individual assignments or can be shared by reviewers.
Create Review Teams	Create and manage review teams in groups.
Create Workflow Rules	Set rules for documents to move from stage to stage when released by reviewers. Use fields and values for rule creation, e.g., if document is marked "Potentially Privileged", move to Privilege Review.
Rules-Based Email	Have email alerts sent to administrators based on coding calls.
Reviewer Privileges	Give individual reviewers bulk tagging and redaction rights. Allow reviewers to move documents to the next stage in batches where appropriate.
Self-Assignment	Allow reviewers to self-assign documents by stage and reviewer.
Track Reviewed/Not Reviewed	Simple Review In and Review Out foldering allows reviewers to easily track their progress in review batches and to correct or QC tagging before releasing.
Randomizer for QC	View random subset of documents for QC purposes with the randomizer function on review folders.

Review Metrics

Graphical Workflow	View workflow rules in an automatically generated graphical diagram. Export to Excel or copy and paste into Word or PowerPoint.
Review Progress	View review progress graphically using automatically generated pie charts, progress gauges or download progress statistics into Excel, Word or HTML.
Reviewer Metrics	Track reviewer productivity with automatically generated charts showing docs per hour and number of documents reviewed.
Summary Reports	Download summary reviewer reports by stage and user showing time spent, average documents reviewed per hour and total documents reviewed.
Complete Auditing	Audit trails track user actions and document editing down to individual field level.

Review Teams

Review Management	Catalyst can provide review management services in conjunction with providing review teams to help you get through your documents quickly and efficiently, at the lowest possible cost.
Foreign Language Reviewers	Catalyst can provide teams of foreign-language reviewers, both on- and off- shore. Let our foreign language teams supplement your review teams with integrated workflow.
On-Shore Reviewers	Catalyst can provide teams of attorneys and legal assistants for on-shore review.
Off-Shore Reviewers	Catalyst can provide teams of English-language reviewers based in India or the Philippines and help manage your review.