Personalizing your Workspace | 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.

Personalizing your Workspace

Summary

In this second session of Noticia’s monthly eDiscovery Lunch Series, co-founder Duncan Fraser leads a focused walkthrough on personalizing the Nuix Discover workspace to improve reviewer comfort, speed, and accuracy. Building on the previous session’s foundation, this talk demonstrates how small interface adjustments—like column layouts, themes, and viewer configurations—can create a more efficient and intuitive experience for every reviewer. As with all sessions, Duncan provides practical, non-sales insights rooted in real client workflows, delivered through Noticia’s fully Canadian Nuix Discover SaaS platform hosted on AWS.

Key areas covered:

• Session overview and context: Duncan introduces the eDiscovery Lunch Series as a monthly, short-format training program focused on practical ways to use Nuix Discover effectively. The platform’s fully Canadian, SaaS-based environment is emphasized for its security, simplicity, and suitability for legal and compliance teams.
• Personalizing the workspace: Step-by-step guidance on customizing the reviewer environment for maximum efficiency. Topics include adjusting list-view columns, reordering panes, saving custom layouts, modifying the document viewer, and creating user-specific shortcuts and filters. Duncan explains how these settings apply per user and do not affect others, allowing every reviewer to build their ideal setup.
• Improving review flow and focus: How workspace customization can reduce fatigue, streamline navigation, and minimize unnecessary clicks. Duncan shows how users can collapse or float panels, resize the document viewer, and rearrange menus to better match their own review habits.
• Theme and accessibility settings: Discussion of dark/light modes, font sizing, and other accessibility preferences that can enhance comfort during long review sessions—particularly for high-volume legal teams.
• Practical demonstration: Live examples of customizing list views, using the “gear” icon in each pane to tailor content and layout, and saving default views for rapid switching between coding tasks and document analysis.
• Efficiency and defensibility: Emphasis on why consistent personal workflows lead to faster, more defensible reviews—helping teams maintain speed and quality even under tight deadlines. Duncan highlights how personalized settings, combined with clear case theory and review strategy, form the basis for effective large-scale document review.
• Series continuation: Upcoming sessions will focus on search precision (“Getting the Documents You Want”), review strategy, and analytics. Recordings are available to clients in English and French, and each session builds toward a repeatable, defensible review methodology.