Why would you trust it with everything?

4iG is an eDiscovery and information‑governance platform for enterprise legal teams. Its opening request to a new customer is to hand over the material an organisation is most careful with — and then wait. I argued against that order and reversed it.

FieldLegal technology ProjectInfinnium · 2019–21 RoleOnly designer · also on the Angular build

The ledger

Six rows · Full argument below · ~5 min
Situation
An eDiscovery platform whose first ask of a new legal team: hand over every privileged document you own, then wait. → 01
My call
Reverse the order — one small file first, processed live, everything the system found handed straight back. → 04
Rejected
The founder’s bulk-first model: point it at everything — faster on paper, nothing in return but a progress bar. → 04
The cost
I spent my design argument on the moment the product is introduced, not the months it is used. → 05
What happened
4iG went live in 2021 after I left, and the small-file first run left with me — the reusable screen template did land. → 06
If again
Treat “the person briefing me knows this domain” as a reason to validate faster, not a reason to skip it. → 07
01

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.

02

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.

The collection Live HTML · invented data
4iG®
eDiscovery
Search this collection
Fairfield Holdings
UD
Matter
Dashboard
Spaces3
Collections2
Intake 03418.9 K
Intake 042.27 M
Work
Search
Review
Redaction
Productions
Admin
Data points
Intake 04 — full collection
Ingested 12–18 Feb · four data points · nothing has been reviewed yet
Items indexed
2,270,040
Extracted
1.94 TB
Data pts
4
Custodians
37
OCR complete · index built · 6 d 4 h
Document IDTypeData pointConnectorSizePath
FFH‑0000001PDFCustodian mailExchange Online412 KB/Fairfield/Legal/NDA
FFH‑0000002MSGCustodian mailExchange Online38 KB/Fairfield/Inbox/2019‑11
FFH‑0000003XLSXFile shareSMB · FS‑022.4 MB/Finance/Q3/Ledger
FFH‑0000004DOCXCollaborationSharePoint Online88 KB/Contracts/Vendors
FFH‑0000005TIFFProduction volumeLoad file · DAT1.1 MB/Prod/VOL0004
FFH‑0000006EMLCustodian mailExchange Online21 KB/Fairfield/Sent/2020‑02
FFH‑0000007PDFCollaborationSharePoint Online156 KB/HR/Reviews/2020
FFH‑0000008MSGCustodian mailExchange Online44 KB/Fairfield/Inbox/2020‑01
FFH‑0000009PPTXFile shareSMB · FS‑024.8 MB/Board/Q4/Deck
FFH‑0000010PDFProduction volumeLoad file · DAT902 KB/Prod/VOL0005
FFH‑0000011EMLCustodian mailExchange Online18 KB/Fairfield/Sent/2020‑05
FFH‑0000012XLSXFile shareSMB · FS‑021.7 MB/Finance/Q4/Ledger
FFH‑0000013DOCXCollaborationSharePoint Online71 KB/Contracts/NDA
FFH‑0000014TIFFProduction volumeLoad file · DAT1.3 MB/Prod/VOL0006
FFH‑0000015MSGCustodian mailExchange Online29 KB/Fairfield/Inbox/2020‑08
FFH‑0000016PDFCollaborationSharePoint Online233 KB/Legal/Hold/2020
FFH‑0000017EMLCustodian mailExchange Online12 KB/Fairfield/Sent/2020‑09
FFH‑0000018XLSXFile shareSMB · FS‑02640 KB/Finance/Payroll
FFH‑0000019DOCXCollaborationSharePoint Online95 KB/Contracts/Vendors
FFH‑0000020PDFCustodian mailExchange Online381 KB/Fairfield/Legal/MSA
1–20 of 2,270,040 items
123113,502
1 / 4
  1. 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.
  2. Matter, then collections, then this intake. The menu ran deep — navigation was the real difficulty, not the individual screens.
  3. 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.
  4. 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.
The collection1–20 of 2,270,040 items Document ID, type, data point, connector, size, path. The number is the argument: this is the scale at which the product asks a legal team to hand everything over before it returns anything at all. Click a mark · four on this screen, the note reads belowFour marks · tap one to zoom the screen
The same number, drawn to scale Intake 04
1–20 · the page you are on 2,270,040 items · 113,502 pages
03

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.

Review Live HTML · invented data
4iG®
eDiscovery
Fairfield Holdings · Intake 04
UD
Fairfield‑NDA‑2019‑11.pdf FFH‑0000001
NativeExtracted text
Redact Highlight 1,412 / 2,270,040


Fairfield Holdings
Intake 042.27 M
Custodians37
Bhatt, A.412,908
Novak, P.318,004
Reyes, M.206,551
Folders1,204
Contracts18,204
Finance94,660
HR41,338
Saved searches6
Legal hold3
MUTUAL NON‑DISCLOSURE AGREEMENT
FFH‑0000001  ·  Page 3 of 14  ·  Bates FFH000412
4.  PERMITTED DISCLOSURE

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.

5.  RETURN AND DESTRUCTION

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.

6.  NOTICES

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.

7.  NO WAIVER

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.

OCR text layer · 91% mean confidence • masks sit on recognised boxes, not on the image
Coding
Responsive
Not responsive
Needs a second look
Tags
Privileged PII Contract
Redactions on this page
Email  2 Name  1 Proposed  1
Comments  2
PNNovak, P. · 2 d

Signatory is a person. Mask it.

MRReyes, M. · 6 h

Governing law stays visible.

1 / 4
  1. Coding, tags, comments. Review is several people disagreeing on the record, so the disagreement needed somewhere to live.
  2. A mask that carries its own reason. A reviewer can see what was taken out, and why, without seeing what it was.
  3. 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.
  4. 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.
ReviewNative · text · work product Folder tree, native and extracted text, a work-product rail for coding, tags and comments. The middle pane is OCR output the system does not fully control, so masks, highlights and cross-lines had to survive imperfect rendering. Click a mark · four on this screen, the note reads belowFour marks · tap one to zoom the screen
Redaction as a job Live HTML · invented data
4iG®
eDiscovery
Fairfield Holdings · Intake 04
UD
Matter
Dashboard
Spaces3
Collections2
Work
Search
Review
Redaction2
Keyword rules412
Jobs2
Productions
Admin
Data points
New redaction job
Intake 04 · runs in the background · you can leave this screen
Est. 4 h 20 m
1 · Scope
All documents2.27 M
Current search18,204
Selected only0
Exclude documents already produced under VOL0001–0004
2 · Mode
QC firstBurn now
QC first writes the masks as a proposed layer a reviewer can lift. Burn writes them into the produced image and cannot be undone.
3 · Detection what the job looks for, across every document
Social security no.
Email address
Phone number
Date of birth
Payment card
Passport no.
Keyword list Fairfield privileged 412 terms Whole word · case‑insensitive
4 · Appearance
Mask
REDACTED — PII
Border
Cross‑line
Write toNew production volume · VOL0005 BatesFFH 000413– Email me
Preview
MUTUAL NON‑DISCLOSURE AGREEMENT
REDACTED — PII
Redactions1,084,229
Documents affected612,880
Pages touched3,940,112
Left untouched1,657,160
Nothing is burned yet QC first. A reviewer approves or lifts each proposed mask before any production volume is written.
1 / 3
  1. 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.
  2. 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.
  3. 1,084,229 redactions, before you press anything. A job this size needs a number attached to it, not a spinner.
Redaction as a jobScope · QC or burn · estimate Redaction at this scale is a configured job with an estimate attached, not a gesture on a page. The screen’s whole hierarchy is built around one irreversible control. Click a mark · three on this screen, the note reads belowThree marks · tap one to zoom the screen
04

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.

First run Live HTML · invented data

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.

4iG®
eDiscovery
New workspace · no data yet
UD
Set up your workspace
Five steps. Nothing here is mandatory — but the order is deliberate.
Take the tourSix screens, about two minutes
Done
2
Upload one documentOne file. Not your collection — not yet.
In progress
3
Create a userReviewer, QC or administrator
Next
4
Create a spaceA matter, its custodians and its retention rule
Next
5
Connect a sourceOffice 365, SharePoint, a file share or a load file
Next
Step 2 of 5
Your file is back
Processed in 6.4s
Fairfield‑NDA‑2019‑11.pdf 412 KB · 14 pages · OCR complete
Where it landed
Fairfield Holdings
└ Intake 04
Contracts · Vendors  1 item
Metadata extracted
Custodian
Bhatt, A.
Date sent
14 Nov 2019, 09:42
Data point
Manual upload
Found in your text
confidential11 settlement4 without prejudice2 Email address2 Phone number1
This file only. Point 4iG at the collection once you have watched what it does to a document you already know.
1 / 4
  1. Six seconds. Fast enough that the user is still watching when their own file comes back.
  2. One document. Not your collection — the entire argument of this case study is in that sentence, and it is the default.
  3. Their own keywords, and their own PII, found in a document they already know by heart. This is what earns the second upload.
  4. Skip is right there, in plain sight. Nothing in the sequence is mandatory; making it mandatory would have undone the point of it.
First runTour · upload · skip Nothing here is mandatory, but the order is. Step two asks for one document rather than a collection and hands it straight back — folders, custodian, date sent, the keywords and PII it found. Click a mark · four on this screen, the note reads belowFour marks · tap one to zoom the screen

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.

Three doors in Live HTML · invented data
4iG®
eDiscovery
Fairfield Holdings · Intake 04
UD
Add data
Three ways in. The differences matter before you upload, not after.
Step 1 of 4 · Source
Upload files
Drag a folder in, or pick files.
Formats
PST · MSG · EML · PDF · DOCX · XLSX · TIFF
Ceiling
50 GB per batch
Custodian
Assigned by you, per folder
Best forOne custodian, material you already hold.
Cloud connector
Authenticate once, then schedule a pull.
Sources
Office 365 · Exchange Online · SharePoint · OneDrive · Google Workspace · SMB file share
Cadence
One‑off, nightly, or on legal hold
Custodian
Read from the source directory
Best forContinuous collection, many custodians.
Database import
Bring in a volume produced elsewhere.
Accepts
DAT · OPT · LFP load files, Concordance, Relativity export
Preserves
Bates ranges, existing coding, family relationships
Custodian
Mapped from a column in the load file
Best forMaterial already produced elsewhere.
Selected · Cloud connector — Office 365 Next: choose custodians and a date range
1 / 3
  1. 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.
  2. Every card ends with the case it is wrong for. Choosing the wrong door is expensive after the upload and free before it.
  3. What you picked, and what it costs you next. One of four steps, stated before you commit rather than discovered afterwards.
Three doors inFile · connector · load file Enterprise data does not arrive one way, and the differences — formats, cadence, where custodian comes from — belong on the card before you commit, not in a support ticket afterwards. Click a mark · three on this screen, the note reads belowThree marks · tap one to zoom the screen
05

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.

06

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.

07

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.

08

Facts

Role The only designer on the product — screens end to end. Also one of the Angular developers on the build, writing HTML and Angular modules across screens, navigation logic and multi-level chart drill-downs against the API.
Dates July 2019 – April 2021
Infinnium Pvt Ltd
Team An Angular development team, a product manager and a team lead. One graphic designer alongside me, who I brought up to shipping HTML and CSS.
Named 4iG is a former employer’s own public product, listed on Relativity AppHub. Where work on this site was for a client, the client stays unnamed.
Provenance Rebuilt, not screenshotted. Every interface here was rebuilt from scratch shortly after I left, from memory, with invented data. None of it is a screenshot of live software.
Domain Custodians, data points, load files and production volumes, native versus extracted text, work product, burn and QC, mass automated redaction on keyword and PII patterns.
Method Domain knowledge from daily sessions with the founder, plus Relativity walkthroughs and GDPR guidance on presentation. Architecture decision, interaction design and visual design my own; the interfaces above were redrawn by me for this site.
Start with the hard part Send me the problem you are stuck on. I will tell you what I would build first.