By Brittany Thaler, ACP eDiscovery
IPRO now offers text transcripts for your self-guided and recorded learning courses!
Didn’t catch what we said? Could not understand the accent? Just need to see it in text to comprehend what is going on? Our goal is to provide the right education, at the right time, and in the right way; and, like always, we have you covered!
Located in the upper right corner of your lesson, you will notice there is a “details” arrow and a pap
By Susanne Strong, Content Developer, IPRO Learning Experience Team
Upon creating a Processing and Review Case in OPEN DISCOVERY, an Import Series is auto-generated. This import series is needed to ingest data into Review. This feature contains the fields required for metadata along with the options for the BEGDOC number to be included in a desired Review Case. While the creation of the initial Import Series is automated, you can always create a customized Import Series, should t
By Susanne Strong, Content Developer, IPRO Learning Experience Team
There are a few methods for uploading data into OPEN DISCOVERY. Two of the modules are Self-Service and Media Manager. Each has distinct advantages when it comes to file types, the ability to upload, and customizations.
Here are a few helpful tips to keep in mind when uploading:
Self-Service:
Did you know there’s no limit to the amount of data you can upload through Self-Service?
By Brittany Thaler, ACP eDiscovery
“OMG!?! My wrist is killing me!” Has this thought ever crept into your head while linking exhibits in your transcript? I mean, we likely say this when it comes to redacting, but hyperlinking?!? If your transcript marks a never-ending list of exhibits or simply just needs a lot of references, you don’t need to manually insert every link, one by one: Instead, use an alias! Not aliens, alias.
In TRIAL DIRECTOR, aliases allow you to link a doc
By Susanne Strong, Content Developer, IPRO Learning Experience Team
Are you a reviewer in OPEN DISCOVERY who often finds yourself in need of a little help when it comes to Searching? Whether you’re in the Visual Search Dashboard, Advanced Search or simply trying to create a text search, we’ve got just the thing to help! IPRO has created Quick Reference Guides for Visual Search, Advanced Search, and Quick Search which can make your life a lot easier.
When it
By Susanne Strong, Content Developer, IPRO Learning Experience Team
By now, we're guessing you’ve all heard about machine learning. Here at IPRO, we’re super excited about it! When it comes to document review and creating review passes in OPEN DISCOVERY, we call it “Active Learning.” As reviewers begin document review, and “check-in” batches, the system learns from your input and begins making predictions. It starts classifying documents based on extracted text, putting them into gro
Transitioning from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360)
By Susanne Strong, Trainer, IPRO Product Learning Experience Team
If your company has recently switched from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360) don’t fret. If you haven’t, check out more about transitioning to TRIAL DIRECTOR.
The products might look different with the layouts and workflows contrasting a bit, but the basics are the same. Even though c
By Brittany Thaler, ACP eDiscovery
When it comes to Trial presentation, practice makes perfect. To ease your practice and pull up documents with ease, the Learning Experience Team has some recommendations for you:
Set standardized naming conventions for your Item ID, Exhibit Number, and Trial Exhibit Number fields. If you have a standardized way of entering information into Evidence, that muscle memory will translate with ease onto Presentation.
TRIAL DIRECTOR – Presentation Tips & Tricks
By Susanne Strong, Content Developer, IPRO Learning Experience Team
When it comes to getting ready for Trial, practice and preparation are key.
As a former Paralegal and Trial Technician, I believe in the tried-and-true method of practicing before being put in the hot seat. Whenever I had a spare moment, I practiced using Presentation Mode and Presentation Preview in TrialDirector. Why? Simply because prac
Working as a team to build your TRIAL DIRECTOR Case with Data Sync
By Julie Badger
Today’s topic is about the Data Sync capabilities of TRIAL DIRECTOR.
If you’re on the legacy version of TrialDirector 6.8, you’re used to using pack and go to take your case to trial and you are likely the only person working on the case in TrialDirector 6. When you switch to TRIAL DIRECTORyou’ll see a whole world of possibility open up.
When you create your ca
Why You Too Should be Utilizing Workbooks in TRIAL DIRECTOR
By Susanne Strong, Content Developer, IPRO’s Learning Experience Team
As a former Paralegal, I am a huge fan of organization. In fact, you could say that organization is one of the key factors as to why I was successful in my past roles and why I continue to be as a Content Developer here at IPRO.
The fact that I love organization may be why Workbooks in TRIAL DIRECTOR just happen to be one of
TRIAL DIRECTOR Training: Where do I Start?
By Brittany Thaler, ACP eDiscovery
When it comes to trial, time is limited. There are so many deadlines, motions, hard copies, and settlement talks floating around that there simply isn’t enough time in the day to breathe, let alone remember how to use IPRO TRIAL DIRECTOR
It’s even more frustrating when you’ve transitioned over from TrialDirector 6.8 to TRIAL DIRECTOR (also known as TrialDirector 360) and you
By Kelly Lyons, IPRO Learning Experience Team
The onboarding period for a new product is an exciting time, but it can also be a bit daunting at the onset. Getting a new product up and running and learning how to use it can seem overwhelming—there’s so much to do! Here at IPRO, we recognize these challenges, and we want to make sure you’re set up for success. To help guide you through the early days, we’ve carefully developed a consistent and comprehensive onboarding process, designed
On a Mission with eDiscovery — The Series
By Brittany Thaler, ACP eDiscovery
When it comes to discovery and disclosure, there are always pain points. These pain points can be either physical or mental. For example, you could get pain in your wrist from drawing redactions or struggle to figure out the best way to review 50,000 records.
As a paralegal myself, these are just some of the many reasons I was always searching for ways to improve efficiency.
By Brittany Thaler, ACP eDiscovery
We all know that when we produce items in LOCAL DISCOVERY, we can automatically have our bates range, or production numbers, populate in a ProdBegNo and ProdEndNo field. What do we do about documents that are produced to us though?
Many use the typical workflow of using the BegNo field as a bates range field for these documents and having to search on several fields to encompass all produced documents in the matter. This can be ted
By Brittany Thaler & Heather Stewart
As a Client Success Manager at IPRO, Heather Stewart works with a lot of customers who are moving from IPRO’s Eclipse SE legacy product to OPEN DISCOVERY. People want to know not just “How do I optimize my use of OPEN DISCOVERY?”, but also “How do I set myself up for success?” Today’s question is about case database directories and maintaining clean file structures. We asked Heather to share her knowledge and expert tips about this topic.
Making the Leap from Eclipse SE to OPEN DISCOVERY
By Brittany Thaler, ACP eDiscovery
In the ever-evolving field of eDiscovery and the massive influx of content coming through our litigation and investigation doors, we need to be in the know and prepared to take whatever changes come along in the process. That includes making changes to the software and workflows we use on a continuous basis.
I lost your attention there, didn’t I? A big wall went up and
By Brittany Thaler, ACP eDiscovery
LOCAL DISCOVERY and TRIAL DIRECTOR 7.0 Release has a so much to offer we couldn’t keep our typing fingers still! From clip editing features to new reporting options, 7.0 is a customer driven release born out of requests from our customers from our feature request inbox at ideas@iprotech.com:
Video Editing Cut & Paste Segments: IPRO added the ability to select multiple segments to be cut and pasted for mov
By Brittany Thaler & Tiffany Hudson
This week, I interviewed Tiffany Hudson, Client Success Manager, who joined IPRO from the State of Alaska, Department of Law. In her current position, Tiffany gets asked a lot of questions. Not just “How do I do” something, but “What is the right way to do it?”, and “How do I set us up for success?”. In this Tech Tip Tuesday blog, Tiffany shares some tips about reporting in LOCAL DISCOVERY 7.0.
Scenario: I am an IT Administrator a
Recent Enhancements to Job Manager in OPEN DISCOVERY
By Kelly Lyons, IPRO Product Learning Experience Team & Scott Kirk, IPRO Product Manager, OPEN DISCOVERY
We are excited to introduce our newest Job Manager release! This point release is customer-feedback driven. You asked and we’re delivering. These latest enhancements will lead to:
increased visibility into submitted jobs
better workflow management
greater flexibility
By Susanne Strong, Content Developer, IPRO Learning Experience Team
Earlier this Spring, IPRO’s OPEN DISCOVERY released version 2022.10.0. This update includes robust new features sure to knock your socks off! It also adds several major updates to the environment, all of which we're ecstatic to share with you. This update incorporates:
Transcripts
Load to Review: Import Series
Performance Management
Hybrid Productions
Transcripts
This long-awaited featu
Moving to the Cloud from Eclipse SE
By Susanne Strong, Content Developer, IPRO’s Learning Experience Team and Lori Bregenzer, Client Success Manager, IPRO’s Customer Experience Team
There’s A LOT going on at IPRO. We’re moving and shaking here and now’s the time for you to do the same!
Yes, it’s true that Eclipse SE support is ending next year. If you’re currently using this product, rest assured, all is not lost. IPRO has designed a path for you to take so that you too can move f
How to use the IPRO Help Center
By Max Cohen
IPRO’s Help Center is the sole destination for all IPRO product documentation.
This blog provides a tour of the Help Center and how you can use it to find answers to all your questions on how to complete eDiscovery and Information Governance tasks within our software.
The Landing Page for the Help Center displays product cards. There is a card for all IPRO flagship products.
There is
