Document review for personal injury cases can often be iterative and repetitive. Together with new productions arriving throughout the life of your case, teams frequently revisit documents that members have reviewed earlier in the proceedings. Keeping track of documents you have already looked at can be challenging – you may find yourself well into a document before registering that you’ve already reviewed it in detail, and only need to be refreshed on the highlights.
Click to mark Review Status
Primafact 6’s review tools make it easier to stay on track of your document’s review status. The Review Marker is a simple button that marks a document “For Review” – marking a document for review adds your initials to the reviewer area of the Document Profile Tab. Brown initials indicate that a document requires review. Clicking the Done button again changes your initials to green, enabling you and other users to see that you’ve completed your initial review. You can also assign a review to other users by sending a copy of the document to their Inbox and clicking the For Review button as you send. Marking documents for review makes keeping track so much easier, saving time on unnecessary re-reading and figuring out what you need to look at next.
Primafact 6 Inboxes Consolidate Review across your Caseload
The review marker is a great help in document Inboxes where you can filter your document list to documents marked “for review” to focus on documents requiring your attention.
Your Inbox is a great place to queue up your outstanding reviews and follow-ups, as it allows you to consolidate documents across your caseload, so that everything you need to review is organized in one place. When you copy a case document to your Inbox, any document review you complete within the Inbox — including annotations, review status, team flags, profile field entries and comments — is accessible on that document wherever it appears in Primafact, keeping your Case documents current as you complete a review.
Sort and filter tools easily organize Inbox materials for efficient review. For example, you can sort your Inbox by recency of arrival, or group documents by Case, filtered on documents marked “For Review” if you prefer to focus on one case at a time. Saved views make it easy to instantly switch up your screen to match your display to your current task. You can use one view to see your follow-ups, and another to check on service or filing status.
If you prefer to organize your documents in dedicated “locations”, you can set up folders or binders within your Inbox instead of relying entirely on filters. Saved views make it easy to instantly switch up your screen to match your display to your current task. You can use one view to see your follow-ups, and another to check on service or filing Tracking Review in your Inbox.
Filtering For REview
To filter to or view For review – make sure the reviewer column is included in your view. Use the Filter drop-down to select the Reviewer, and review status to filter your view to documents meeting the selected criteria. This view can be set up in Inboxes and Document Lists, including the Tree View in Primafact.
Review More Efficiently
Document review doesn’t have to be a slog. With Primafact 6’s Review Marker, smart filters, and customizable Inbox views, staying on top of what’s reviewed—and what still needs attention—is faster and easier. Incorporating these features into your daily routine can significantly improve productivity and reduce the time spent retracing your steps.
Interested in using Primafact 6 to its fullest potential? Contact us to get started!
