Email Threading

Overview


An email thread is a grouping including an initial email message and succeeding replies and forwards, arranged chronological order from the first reply to the most recent. Lexbe’s Email Threading+ feature groups a string of related emails together in a chain. For example, if someone sends a message asking for a response to four people, and all four responds individually, all those messages will create a chain of emails, or an email thread. 


Benefits


Email threading allows a document reviewer to review all emails in a thread together at one time.  This allows for a more comprehensive view of the entire conversation, as increased time efficiency.  Other benefits include:


  • Reducing time and cost of document review

  • Finding responsive or privileged emails contained within an email thread

  • Identifying the discussion topic and corresponding recipients/participants

  • Reducing inconsistent coding of related documents

  • Visualizing a timeline of a threaded conversation


Process


To construct email threads, Lexbe extracts and utilizes metadata contained within email headers that are unique to an email thread.  This is programmed within the Lexbe eDiscovery Platform and is free of charge for all accounts.  Email threading must be initiated by Lexbe’s Professional Services team and all processing must be complete before Email Threading can be run.


Once email threading is complete, there are a variety of views and functions available to aid in efficient review.  To see a list of all unique threads/groups, navigate to the Browse screen and from the left side menu bar, expand the section “Groups” and click Email Thread Groups.  


The ‘Select Email Thread’ page will outline each unique thread group along with its corresponding number of documents.  The groups are named per the first email in the thread:



To view a list of the documents contained within a particular thread, simply click on the group.  This will take you to the Browse screen where you can:


  1. Mass code all emails in a thread (e.g., Responsive, Privileged, or for issue coding)

  2. Display/hide column fields

  3. Click to view documents in Doc Viewer

  4. Click to view the next threading group

  5. Click to enter Lexbe’s Email Threading Visualizer 


Browse View:


Lexbe’s Threading Visualizer


Lexbe’s threading visualizer is an interactive, hierarchical display of the emails within a thread (screenshots below).


  • To view document details on the right side, click the document square (this will turn the document square orange; to hide the details, simply click it again)

  • To view a particular document within the Doc Viewer, click on the document square and then click “View” from within the document details on right side

  • To compare two documents, click on their document squares and then hit the “Compare” button (additional details below)

  • To return back to Browse, click the “Browse” Button

    • Note, any orange box document will be automatically selected when you return to Browse; this makes for easy coding

  • To go to the ‘Select Email Thread’ page, click the three dots in the blue banner

  • The “Not Available” boxes are missing emails (additional details below)

  • The green dot within a document square indicates there is no superset reply that contains exactly the same text; in other words, that email should be reviewed


Threading Visularizer: Email Thread Group View



Threading Visualizer: Email Detail View



Comparing Two Documents


The Lexbe Email Threading Visualizer contains an offspring comparison tool.  By selecting two documents and then clicking the Compare button, the documents will be opened in the Doc Viewer with differences highlighted.  The first document clicked is referred to as the “Compare to Document” (right side in green) while the second document clicked is referred to as the “Current Document” (left side in red). This makes it very easy to spot differences at a glance and reduces the risk of overlooking important information that may not be contained in every email within the thread.



Missing Emails


Within the Lexbe Threading Visualizer, missing emails are identified with a dotted line border and notated as “Not Available”.  This allows one to determine that email mail repositories may have been missed in a collection, or emails may have been deleted.


Additional Assistance


If you would like to have Email Threading run on your case, or if you have any questions, please contact professionalservices@lexbe.com