Nuix Neo Discover Top 10 Search Tips | 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. 

Top Ten Search Tips in Nuix Discover

Summary

In this third session of Noticia’s monthly eDiscovery Lunch Series, co-founder Duncan Fraser and counsel Alexander Jewett deliver a practical walkthrough of top ten search tips in Nuix Neo Discover. This session focuses on strategies to locate critical documents quickly and accurately, using advanced search syntax, Boolean logic, and conceptual similarity tools. Duncan and Alexander share real-world techniques for leveraging toolbar searches, browse pane filters, and saved searches to streamline workflows. 

Key areas covered:

• Search fundamentals: Why planning your search matters—understanding document sets, metadata, and tagging strategies before you begin.
• Advanced search techniques: How to use structured searches with Boolean logic, field-specific queries, and operators like contains vs. is like. Tips for leveraging coding history and saved searches for efficiency.
• Toolbar and quick searches: Using the top toolbar for rapid keyword searches, document ID lookups, and metadata filters. How to bulk-load IDs and access search history.
• Browse pane and filtering: Practical tips for sorting, filtering, and customizing the browse pane to speed up review. How to reorder tabs and apply sub-searches within working lists.
• Search term families: Grouping related keywords for privilege, hot terms, or domain-specific searches. How to apply these families in both quick and advanced searches.
• Similarity searches and relevance scoring: Using “Find Similar” to locate conceptually related documents and understanding Nuix’s calculated relevance score for ranking documents in complex searches.