What We Do: Technical Services Deep Dive | Webinar Recording

Summary

In this session, Duncan Fraser and Erin Hazlewalsh from Noticia delivered a practitioner-focused overview of the technical services side of Nuix Neo Discover - the imports, ingestions, productions, cleanup, and case configuration work that supports every review project. The session stepped back from a single-feature walkthrough to show the full landscape of technical tasks teams encounter, what is reasonable to handle in-house, and what Noticia typically delivers as a service.

Attendees learned how to recognize the most common technical bottlenecks (load files, productions, ingestion exceptions), how to handle six core administrative tasks themselves (imaging, OCR, threading, deduplication, exports, PDF splitting), and where the service team adds the most value - load file troubleshooting, manual imaging, mobile collections, AI-as-a-service, and training.

Key Areas Covered

Industry and Data Trends:

• Microsoft 365 remains the dominant data source and is growing fastest, driven by OneDrive consolidation and SharePoint sharing. iPhone/iMessage continues to lead mobile collections, while new messaging app proliferation has slowed.

• AI prompt history is emerging as both an opportunity and a risk - courts are starting to ask for prompt history to explain how AI-assisted work product was generated, and prompts themselves may become discoverable.

• Native production is becoming more common in exchange agreements, but carries risk - producing natively means everything not extracted (annotations, track changes, comments, hidden slides) goes with the file unless your software reveals it.

Imports, Ingestions, and Productions:

• Ingestions themselves are straightforward - upload zipped data, choose your settings, and run. The challenge is dealing with exceptions: corrupt files, missing extensions, and other anomalies surfaced in the job report.

• Imports (loading data prepared in other software via load files) and productions are the highest-friction technical tasks. Load file structures are legacy, picky, and unforgiving of formatting issues.

• If you plan to do imports or productions yourself, get direct training, build muscle memory through repetition, and keep good support documentation. Otherwise, hand them off - we do them constantly and have seen every anomaly.

Other Common Technical Requests:

• Ingestion cleanup - removing junk attachments like email logos, attach.dat files, XML fragments from web pages, and embedded PowerPoint objects that get pulled in as standalone documents.

• Case configuration - building out fields, conditional coding templates, column templates, search term families, annotations, and quick codes to match how your team actually works.

• Access management - password resets (often caused by bookmarking deep URLs instead of the root domain), adding users, setting up template/clone cases, and AI setup or AI-as-a-service.

Six Self-Serve Tasks for Administrators:

• Imaging and OCR - both are run from Tools, Processing. Image once, check the result, then only image new documents. OCR works the same way. PowerPoint shown in Microsoft Online Viewer needs imaging before you can highlight or redact.

• Email threading - takes attachments into account by default. Tag irrelevant emails out of thread analysis so they don't keep surfacing. Once threaded, duplicates can be selected and tagged out via document type.

• Deduplication - can be done at ingest (custodian or case-level, family-level only), or run inside the case on any search to remove family or individual duplicates from the result list.

Self-Serve Tasks (continued):

• Exporting documents - downloading the document list as a spreadsheet, or running a full export through the export wizard. Getting comfortable with exports is good preparation for productions; many of the concepts overlap.

• Splitting unitized PDFs - a newer feature that lets you split an imaged PDF by page range directly in Discover. Recommended naming: original doc ID plus a four-digit incremental suffix. If the button isn't there on older cases, just ask us to enable it.

What We Typically Handle as a Service:

• Imports and productions on the majority of cases - it's a tactical exercise with no subjective assessment, and we do it fast. Manual imaging of spreadsheets, AutoCAD, KML/Google Earth, and encrypted PDFs that don't render properly through automated imaging.

• Load file troubleshooting (we use Ready Suite outside Nuix for validation and mass updates), mobile and repository collection, AI-as-a-service (running prompts inside your case or in an offline case for data still in other software), and training - one of our largest monthly time blocks.

Permissions:

• If you can't see something in your case, it's almost always a permissions issue. Three layers control what you see and do: your portal user account, your user category (administrator, group leader, group member), and your case permission/user group.

• The most common admin frustration: a field gets created but doesn't appear because permissions weren't granted to it. Always check permissions when fields or features go missing.

Follow-Up Notes from the Session

Two dedicated upcoming sessions will go deeper on the highest-friction areas: a productions session and an imports session, both led primarily by Erin. For support requests, you're welcome to email support@noticiasolutions.com so the ticket is visible to the team. Claira (the AI review tool) is now fully available with new features worth a look if you haven't enabled it on your case yet.