Best Practices

Master Simply Discover with proven strategies, optimization techniques, and expert tips for getting the most accurate and comprehensive results.

All Articles

Advanced Search Techniques

Master complex queries, boolean operators, and contextual search for precise results.

Case Management Best Practices

Organize investigations efficiently with proper case structure and tagging strategies.

GDPR-Compliant Discovery

Handle personal data properly during investigations while maintaining GDPR compliance.

Filtering and Refinement Strategies

Use date ranges, metadata filters, and exclusions to narrow down large result sets.

Export and Report Optimization

Generate court-ready reports efficiently with proper formatting and documentation.

Audit Trail Best Practices

Maintain defensible audit trails for all discovery activities and decisions.

Pro Tips from Our Experts

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Use Natural Language

Don't overthink it. Ask questions like you're talking to a colleague: "Show me all emails about the Johnson contract from last quarter."

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Start Broad, Then Narrow

Begin with general searches to understand the data landscape, then refine with specific filters and date ranges.

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Leverage Analytics

Use Simply Discover's pattern detection to identify communication spikes and anomalies automatically.

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Set Up Saved Searches

Create templates for common investigations to ensure consistency and save time on recurring tasks.

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