Search 2.0

Harnessing keywords and advanced AI
to find and analyze relevant documents.

Reimagining Search

From the onset of the digital era, keyword search has been our go-to to find relevant information in documents, emails, and other unstructured text. But let’s face it, keyword searches often miss the mark. They typically return too many irrelevant documents, inflating review costs, and they miss a lot of crucial documents, posing a serious issue in discovery.

Enter Sherlock Integrated Search, our answer to these problems. It provides an enhanced way to uncover information in extensive document sets. By combining keyword and algorithmic search, it allows anyone to locate relevant documents without having to decipher complex keyword search syntax, even in large document sets.

Welcome to Search 2.0. We’re harnessing advanced AI technology to help you find information rather than search hits.

What is Search 2.0

Search 2.0 is a groundbreaking approach that seamlessly integrates Artificial Intelligence with traditional keyword search, all within a single platform. By merging AI with keyword search, you can find what you need in large document populations–quickly and easily–without having to master complex keyword search syntax. 

What sets Search 2.0 apart is its ability to surface highly relevant documents, even those that might elude traditional keyword searches. Additionally, it enables you to efficiently weed out irrelevant documents with a simple thumbs-down action.

With Search 2.0, we can transform how people find great documents for the better,  the way Pandora and its progeny changed how we find and listen to great music. 

Experience Search 2.0

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Search 2.0 seamlessly integrates keyword and AI powered search to allow you to find great documents quickly and easily, without keywords.

Why Use Search 2.0?

In a world where digital content is expanding rapidly, finding relevant information has become increasingly challenging and costly. That’s where Search 2.0 steps in, offering a simple yet transformative solution.

With Search 2.0, the process becomes remarkably straightforward, significantly faster, and more cost-effective. It represents a game-changing advancement that leaves traditional keyword search in the rearview mirror.

Once you’ve experienced the power of Sherlock and Search 2.0, you’ll never look back. The enhanced capabilities and efficiency will forever alter your approach to information retrieval.

How Search 2.0 Works: Reinventing Search

Let’s take a closer look at how we’re revolutionizing the search process. The screenshots below are from our demo site, featuring an extensive collection of over 2.7 million documents, primarily consisting of emails from Jeb Bush’s two terms as governor. The topic for this exercise revolves around a disputed claim regarding the excessive extraction of water by two commercial bottling companies, leading to the depletion of a crucial resource in Florida.

The request (RFP) was this: 

Bottled Water — All documents concerning the extraction of water in Florida for bottling by commercial enterprises.

It was created by NIST (National Institute of Standards and Technology) for their annual TREC (Text Retrieval) Conference. The screens presented here were captured directly from our site, and you can replicate these results yourself by accessing our platform.


When approaching this exercise, there are various methods one could employ. In a Search 1.0 world, the most obvious choice would be to utilize Boolean syntax for a keyword search. However, we propose an alternative approach, recognizing that the complexities of Boolean syntax can be daunting for many users.

Freeform Search

With Sherlock Integrated Search, we offer a unique freeform search capability to kickstart your search journey. Instead of crafting intricate Boolean searches, you can simply input the text of your request as it is, including punctuation. The only requirement is to enclose your request within square brackets.

Sherlock will effortlessly overlook the absence of specific syntax and focus on identifying documents that contain the highest number of terms from your statement. While it’s advisable to remove unnecessary “noise” words from your request, it is not mandatory. The aim is to make the initial search as straightforward as possible. The best part is, you can leave behind the complexities of mastering intricate keyword syntax.

Feel free to enter every term you can think of that might be associated with your topic. Sherlock will intelligently process your input to uncover the most relevant documents.

Freeform search allows you to paste in a request directly or simply enter all the keywords that come to mind.

For this type of search, choose “Sort By: Relevance (High to Low). Sherlock will present the most likely relevant documents at the top of the results list. 

Snippet View

To enhance your search experience, we highly recommend utilizing our distinctive snippet view when reviewing the results. This view, especially useful when sorting the results by relevance, presents extracted text alongside relevant fields in a Google-like display. Unlike the conventional grid view (which we also offer), the snippet view provides a quick overview of your search results, allowing you to gather insights before proceeding further.

By examining the extracted text snippets, you can swiftly grasp the context and relevance of each document, enabling you to make informed decisions on the next steps to take in your research process. This feature streamlines the evaluation of search results, saving you time and effort along the way.

Our unique "Snippets View" let's you see into your results set.

Relevance sorting uses a special algorithm that analyzes the density of the keywords from your search in each document. It brings the documents with the most keywords to the top, which are often the most useful.

View Document Text

From the snippet view you can see the text of individual documents. This helps ensure you are on the right track. 

Confirm your results by viewing individual document text.

Or click on the record itself to view the individual document and its associated tags and metadata.

Selecting Multiple Documents

Scroll down the page to review and select relevant documents from your search.

Select multiple documents and send them directly to Sherlock.

You can folder the documents or send them directly to Sherlock and use the power of machine learning to find more. 

Naming Your Session

Sherlock gives you the option to name your session and to have Sherlock place positive documents. “Thumbs Up”, in a selected folder. 

Name your session and choose a folder for relevant documents.

Naming a session allows you to return to it at a later time or let others join the search Sherlock will retain the earlier training as it looks for more good documents.

Reviewing New Documents

In milliseconds, Sherlock will analyze the document you sent, build an AI model around its key terms and apply that model to the other documents on your site.

Continue reviewing new documents from Sherlock.

It will then rank the documents in relevance order, bringing back the next most likely relevant document with key terms highlighted.

Thumbs Up / Thumbs Down

Take a look at the document from Sherlock. If it is relevant to your inquiry, give it a Thumbs Up. If not, give it a Thumbs Down to help Sherlock get on the right track.

Keep Sherlock on track with a thumbs up or thumbs down.

You may need to review a couple documents before Sherlock zeroes in on your target.

Key Terms

Sherlock provides key terms that may be important to your search. You can view them in a Word Cloud. The more important terms are larger in size. 

Or view the top key terms in list format. They too are ranked in order of importance. You can boost terms you think are especially important. And suppress terms that Sherlock should ignore.

Key terms in a word cloud view.
Key terms in a list view.

Either way, Sherlock will take these into account the next time you send a document judgment.

Continue Your Review

As you keep judging documents, Sherlock gets smarter, much like Pandora gets better at finding new music. Continue with Sherlock until you find what you need, or he stops finding relevant documents. You can stop at any time and return to the session later.

Continue reviewing documents until you find what you need.

We track your progress at the top of the screen.

Sherlock Keeps Getting Smarter

As the review progresses, Sherlock just gets smarter about the information you seek. You can see the key terms evolve as you continue your review. 

As you can see from the updated key terms list, Sherlock keeps getting smarter​.

Continue your doc by doc review or consider this next unique aspect of Search 2.0: Cluster Batching.

Use Cluster Batching

You can enhance review efficiency by using Sherlock’s unique Cluster Batching algorithm. Rather than review documents one by one, ask Sherlock to send the next 50 documents in ranked order for your review.

Sherlock will group your results in individual clusters of documents with similar content. You can then review documents individually or tag them by cluster.

Our unique cluster batching algorithm allows you to review 50 documents in minutes.

Search 2.0 in Action

Want to see a few more examples of Search 2.0 in action? Watch as Sherlock tackles two of his toughest cases. 

Back in the early 2000’s citizens of Florida were concerned about felon voting rights. Can Search 2.0 help us find documents on this thorny issue?  Let’s find out. 

Climate change was an important issue during Jeb Bush’s terms as Governor of Florida. Can Search 2.0 help us find documents about this issue? Watch and see.

Want to Learn More?

We're taking search to the next level by integrating keyword and algorithmic search. Contact us to find out how you can move up to Search 2.0 as well.
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