Context
4iG is an eDiscovery and information-governance platform for enterprise legal teams, US-facing. Customers hand it large volumes of unstructured material — email, notes, PDFs, files pulled from Office 365, SharePoint and network shares — and it turns that into something structured: indexed, searchable, and stripped of sensitive content before it leaves the building. I was the only designer on it, and one of the Angular developers building it.
The screens below are not images. Every one is live HTML I wrote, rebuilt from scratch with invented data — open one and the marks beside it explain what you are looking at.
The problem
Nothing works until everything is in. The system has to ingest, OCR and index a whole collection before anyone can search it or redact a single line.
So the product’s opening request to a new customer is: hand over everything you have, then wait. And “everything” is the material an organisation is most careful with — privileged correspondence, personal data, regulated records. The collections I designed against ran to millions of documents.
The first run is the hardest moment the product has. It asks for the most and gives back the least.
| Document ID | Type | Data point | Connector | Size | Path |
|---|---|---|---|---|---|
| FFH‑0000001 | Custodian mail | Exchange Online | 412 KB | /Fairfield/Legal/NDA | |
| FFH‑0000002 | MSG | Custodian mail | Exchange Online | 38 KB | /Fairfield/Inbox/2019‑11 |
| FFH‑0000003 | XLSX | File share | SMB · FS‑02 | 2.4 MB | /Finance/Q3/Ledger |
| FFH‑0000004 | DOCX | Collaboration | SharePoint Online | 88 KB | /Contracts/Vendors |
| FFH‑0000005 | TIFF | Production volume | Load file · DAT | 1.1 MB | /Prod/VOL0004 |
| FFH‑0000006 | EML | Custodian mail | Exchange Online | 21 KB | /Fairfield/Sent/2020‑02 |
| FFH‑0000007 | Collaboration | SharePoint Online | 156 KB | /HR/Reviews/2020 | |
| FFH‑0000008 | MSG | Custodian mail | Exchange Online | 44 KB | /Fairfield/Inbox/2020‑01 |
| FFH‑0000009 | PPTX | File share | SMB · FS‑02 | 4.8 MB | /Board/Q4/Deck |
| FFH‑0000010 | Production volume | Load file · DAT | 902 KB | /Prod/VOL0005 | |
| FFH‑0000011 | EML | Custodian mail | Exchange Online | 18 KB | /Fairfield/Sent/2020‑05 |
| FFH‑0000012 | XLSX | File share | SMB · FS‑02 | 1.7 MB | /Finance/Q4/Ledger |
| FFH‑0000013 | DOCX | Collaboration | SharePoint Online | 71 KB | /Contracts/NDA |
| FFH‑0000014 | TIFF | Production volume | Load file · DAT | 1.3 MB | /Prod/VOL0006 |
| FFH‑0000015 | MSG | Custodian mail | Exchange Online | 29 KB | /Fairfield/Inbox/2020‑08 |
| FFH‑0000016 | Collaboration | SharePoint Online | 233 KB | /Legal/Hold/2020 | |
| FFH‑0000017 | EML | Custodian mail | Exchange Online | 12 KB | /Fairfield/Sent/2020‑09 |
| FFH‑0000018 | XLSX | File share | SMB · FS‑02 | 640 KB | /Finance/Payroll |
| FFH‑0000019 | DOCX | Collaboration | SharePoint Online | 95 KB | /Contracts/Vendors |
| FFH‑0000020 | Custodian mail | Exchange Online | 381 KB | /Fairfield/Legal/MSA |
- Two and a quarter million items, indexed before anyone can search a word of them. This is the number the first upload is really asking for.
- Matter, then collections, then this intake. The menu ran deep — navigation was the real difficulty, not the individual screens.
- Data point and connector, not just file type. Where an item came from is what a legal team has to be able to prove later.
- Twenty at a time, across 113,502 pages. Scale you cannot review your way out of — which is why the dominant job here is automated redaction, not reading.
What I found
My domain came almost entirely from one person. The founder had worked in eDiscovery before, and we spoke daily — he walked me through Relativity with dummy data and sent screenshots. From that I learned the shape of a review workspace: native view versus extracted text, work product, tagging, burn and QC on a redaction job, load files, production volumes, connectors, data points.
Two things surprised me. First, the dominant job wasn’t reading — it was mass automated redaction, driven by user-supplied keywords and PII patterns across an entire collection at once. Second, navigation was the real difficulty, not the individual screens. 4iG’s menu ran deep with multi-level sub-navigation, and the redaction screen alone carried a top action bar, two collapsible side rails, and an OCR-rendered document preview in the middle that had to display highlights, masks, borders and cross-lines over text the system did not fully control. I read GDPR guidance on presentation to understand what could legitimately be shown and how.
What I did not have: a lawyer. Not one, in two years.
The Receiving Party may disclose Confidential Information to those of its officers, employees and professional advisers who have a reasonable need to know it, provided that each such person is bound by obligations no less onerous than those set out in this clause. Notice of any such disclosure shall be given to REDACTED — PII within five business days.
Nothing in this Agreement shall require either party to disclose information the disclosure of which is prohibited by law, by an order of a court of competent jurisdiction, or by a regulator having authority over that party.
On written request the Receiving Party shall, at its own cost, return or destroy all Confidential Information in its possession and shall certify that it has done so. The certificate shall be signed by and delivered to the address at clause 12.
This clause survives termination and shall be governed by the laws of the State of New York, without regard to conflict of law principles. Correspondence to shall be treated as without prejudice.
Any notice under this Agreement shall be in writing and delivered by hand, by recorded delivery, or by electronic mail to REDACTED — PII and shall be deemed given on the second business day after despatch.
The Receiving Party shall notify the Disclosing Party in writing within twenty‑four hours of becoming aware of any unauthorised disclosure, and shall provide such assistance as the Disclosing Party may reasonably require in order to limit the effect of it.
No failure or delay by either party in exercising any right under this Agreement shall operate as a waiver of that right, nor shall any single or partial exercise preclude any further exercise of it.
Signatory is a person. Mask it.
Governing law stays visible.
- Coding, tags, comments. Review is several people disagreeing on the record, so the disagreement needed somewhere to live.
- A mask that carries its own reason. A reviewer can see what was taken out, and why, without seeing what it was.
- Border and cross-line — the two options that survive a bad render. A solid block over a mis-recognised box just looks like a printing fault.
- 91% mean confidence. Masks sit on recognised text boxes, not on the image — so the layout has to tolerate boxes landing in the wrong place.
- QC first, or burn now. Burn writes the mask into the produced image, so it is the one control on this screen that cannot be undone — and it is the one the copy spends its words on.
- Six PII patterns and a 412-term keyword list. This is the dominant job: not reading documents, but describing what to remove from all of them at once.
- 1,084,229 redactions, before you press anything. A job this size needs a number attached to it, not a spinner.
The decision
The founder’s model was straightforward and fast. Point the system at everything, apply keywords and redaction rules in the background as it ingests, show results when they’re ready. One motion, no waiting around for a two-step process.
I argued against it and reversed the order.
Default the first upload to a single small file. It lands in seconds, and the user gets their own document back — folders, sub-folders, extracted metadata, the keywords it found. Then they apply the filters themselves and watch what actually happens to their own content. Only after that does anyone point the system at gigabytes.
The rejected path was faster on paper and worse in the only moment that counted. Bulk-first asks a legal team to hand over every sensitive document they own and wait, with nothing in return but a progress bar.
The upload isn’t a data-transfer step. It’s the trust step, and it’s the only one the product gets.
The version I argued for. One document you already know by heart, handed straight back with everything the system found in it — before anyone is asked for a collection.
- Custodian
- Bhatt, A.
- Date sent
- 14 Nov 2019, 09:42
- Data point
- Manual upload
- Six seconds. Fast enough that the user is still watching when their own file comes back.
- One document. Not your collection — the entire argument of this case study is in that sentence, and it is the default.
- Their own keywords, and their own PII, found in a document they already know by heart. This is what earns the second upload.
- Skip is right there, in plain sight. Nothing in the sequence is mandatory; making it mandatory would have undone the point of it.
It also solved a commercial problem. The company was demonstrating to prospective buyers and investors with a product that was only partly built. A small file that processes live, in front of someone, shows the machinery working with whatever exists today. A background job on a large collection shows nothing at all.
The product had no onboarding sequence before this. I built one — and only after it does the collection arrive, by whichever of three routes the customer’s data actually takes.
- The route most enterprise collections actually take: authenticate once, then schedule a pull. Custodian comes from the source directory rather than from a folder someone named by hand.
- Every card ends with the case it is wrong for. Choosing the wrong door is expensive after the upload and free before it.
- What you picked, and what it costs you next. One of four steps, stated before you commit rather than discovered afterwards.
The trade-off
I optimised the first run for demonstrability. The path that got my best attention was the one a founder shows to a buyer — a single small file, processing live. The path that carried the actual work, a collection of two million documents and the navigation depth that came with it, got less. I spent my design argument on the moment the product is introduced, not the months it is used.
What happened
I left before launch. 4iG went live in 2021 and is listed on Relativity’s AppHub, but I can’t tell you which of these decisions survived, because I wasn’t there to see it — and neither the onboarding sequence nor the small-file first run existed in the product as it stood when I left.
What did land, inside the build: the middle-pane screens had been written individually by different developers, same output, different logic, so every bug went back to whoever wrote it. I made the case for consolidating them into one reusable template. It took a month and removed the dependency. Colour and structure went into documented tokens at the same time.
What I’d do differently
I designed, the founder reviewed, I revised. That was the whole loop, for two years. He knew the domain and I didn’t, so I treated his feedback as the requirement rather than as one informed opinion — and never went and got a second one. I could have found a paralegal to sit with for twenty minutes. I never tried. I’d now treat “the person briefing me knows this domain” as a reason to validate faster, not a reason to skip it.
Facts
Infinnium Pvt Ltd