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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Review documents with tabular analysis

Tabular analysis lets you review thousands of documents at once by running custom questions across an entire document set. Use it to surface key information for litigation discovery or transactional review.
  1. Select
    Tabular Analysis
     from the sidebar.
  2. Select the
    + New table
     button.
  3. Enter a table name and select
    Create
    .
    CoCounsel creates a blank table.
  4. Select
    Documents
    , then choose one of the following options:
    • Select
      Entire database
       to use an existing database in CoCounsel. A database can include up to 10,000 files.
    • Select
      Create a new database
       to upload copies of the documents you want to review. CoCounsel names the new database using the table name you entered.
  5. If you are creating a new database, add your files by selecting one of the following options, then select
    Continue
    :
    • Upload files
    • Upload from external DMS
    CoCounsel lists all related documents in the table.
  6. Select
    + Questions
    , then choose how to add your questions:
    • Select the type from the dropdown, then enter the questions manually.
    • Select
      Import
      , then use one of the following methods:
      • Select
        Upload questions
         to import a list. Select your file, then select
        Upload questions
         to confirm.
      • Select
        Paste from clipboard
        , paste using Ctrl + V, then select
        Import
        .
      • Select
        Add from favorites
        , select your favorites by marking the checkbox, then select
        Add
        .
    • Select
      Generate
       if you want CoCounsel to generate review questions, then select
      Add
      .
    note
    If you want to save your questions, select
    Add to favorites
    . Enter a name, then select
    Add to favorites
    .
  7. Review and manage your questions as needed, then select
    Update table
    .
    • To edit a question, select the
      Edit question
       icon next to it.
    • To delete a question, select the
      Delete question
       icon next to it.
    • To add more questions, select the
      + New
       button on the question list.
  8. Select
    Start review
     to begin processing.
    CoCounsel populates the table with responses, answering each question for every document. A progress tracker displays the processing status.
  9. Review your results using the available table controls:
    • Select a column header to sort results in ascending or descending order.
    • Select
      Filter
       to filter your results.
    • Use the rows-per-page control and arrows to adjust how many rows appear and to move between pages.
    • Select
      Download
       to export the table as an Excel spreadsheet.

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