Getting Started with Nuix | Webinar Recording

eDiscovery at Lunch is our monthly drop-in series designed for legal and review teams who want to sharpen their Nuix skills and knowledge, build confidence with legal content, and better collaborate with their team.

Getting Started with Nuix

Summary

In this kickoff session of Noticia’s monthly eDiscovery Lunch Series, co‑founder Duncan Fraser provides a fast, practical walkthrough of Nuix Discover SaaS for legal, risk, and compliance teams. After brief context on Noticia (Canadian Nuix Discover SaaS partner on AWS with full Canadian data residency), the session focuses on how reviewers and case admins can quickly orient, configure, and work efficiently in Discover.

Key areas covered:

• Navigation and case Home: How to use the Documents tab (where reviewers live), Case Home as a feature map, Assignments, Dashboards, and the difference between blue (document links) and black (feature/config) hyperlinks.

• Tools menu essentials: Exporting reports, batch printing, exporting natives/images with coding, case‑to‑case migration, de‑duplication (family and item), imaging/OCR, bulk highlight/redact, audio transcription, indexing, threat analysis, translation, video handling, and AI enrichment—plus when and why to run them.

• Reviewer setup and workflow: Building an effective list view (columns), choosing the right conditional coding template, and using per‑pane “gear” options to personalize behaviour without affecting other users. Recommended approach: start with assumptions, know your case theory, keywords, people, dates, and have a clear review strategy.

• Rapid culling and coding: Run an All Documents search, remove family duplicates from results to reduce volume, track unique sets via folders/issues, and leverage saved searches that capture email threading and duplicates. Use non‑linear review: filter by strong terms/dates, bulk‑code confident decisions quickly, and separate relevance from privilege for speed (then QC for privilege on the smaller relevant set).

• Family code indicators: Read the coloured bar next to each document to see at a glance whether family members are coded (green), uncoded (blue), or include privilege (red)—a simple but powerful QC guardrail.

• Attachments and threads: Expand families and threads to ensure full‑family review before production; use list filters on columns (date/title) for quick, targeted subsets.

• Pre‑production QC: Switch to the Compare/Related view to spot near‑duplicate or highly similar documents with inconsistent coding; reconcile differences to avoid inadvertent disclosure. Validate dates and metadata, and use batch print/export when needed.

• Analytics and AI: Overview of Nuix’s advanced analytics—from communication visualizations and continuous active learning (CAL) for relevance/privilege to Cognitive AI. Cognitive AI auto‑classifies topics, risks (e.g., PII/financial), and record types using a new vector index, enriching search and review out‑of‑the‑box. A new generative AI feature can run prompts (e.g., summarize transcripts, extract undertakings) and write results back to fields—privately managed within Discover. Human judgment remains essential for quality and defensibility.

• Program notes: Sessions are recorded, available to Noticia clients, offered in English and French, with upcoming deep dives on review strategy, workspace customization, pre‑production QC, analytics, and AI. Neo engine now powers Cognitive AI in Discover. Training and knowledge base resources are available.

Who should watch: Legal reviewers, litigation support, FOI/ATIP teams, and case admins seeking a practical foundation in Nuix Discover and a repeatable, defensible review workflow.