Who to Whom (About What)

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Who to Whom (About What)

As you prepare for e-discovery, it’s essential to collect all potentially relevant information. It can be hard to know on which Custodians to focus.  If you could get information about which persons in the organization have had extensive conversations with others about relevant matters, this would direct your efforts more efficiently.

The Who to Whom interface does just that. You start with custodians and collections that you already know are important, filter for topics and dates of interest, and check to see who else is involved in email exchanges with these groups. In the process, you might discover important custodians or unusual patterns of communications of which you were previously unaware.

To use Who to Whom (About What):

1.You will need to perform a search in Review first. The Who to Whom tool operates on the results that are returned from that search.

2.From the Analysis menu, select Who to Whom.

3.A table appears with all the From names for these custodians/collections as column heads (up to 50), and all the To names (including CC and BCC recipients) as row heads. If necessary, scroll to the right to see the entire table.


4.If you want to see the specific documents that two people were in communication about, double click on the cell containing the number of documents. The Document List will update to show those documents. For example, in the screen shot above, if you double-click the cell in the top left with the number 333, the Document List will display 333 documents, all of which are from “Bill Gallivan” and sent to “Jeremy Greer”.

5.To Log the result table to Excel, click the Log button, navigate to an appropriate location, type a filename, and click Save.


Each cell displays the number of unique communications between these two correspondents.

If both SENT TO and SENT FROM are empty, it is ignored, but if either one is empty, it will show up as a single communication.

An email that was sent from an individual to three other individuals appears as one unique communication in each of the three cells.

A communication collected from four email boxes and addressed to three individuals appears as one unique communication in each of the three cells.
The numbers in the cells show the number of conversations between the To and From names. The largest numbers are highlighted with color.