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Upgrade to OPEN DISCOVERY 11.0

By Brittany Thaler, ACP eDiscovery  Considering upgrading to OPEN DISCOVERY 11.0? Why not!?! OPEN DISCOVERY 11.0 has so much to offer, including:   Enhanced Document Navigation – Document navigation streamlined and more intuitive to get reviewers up to speed faster.  Updated "Save & Next" button replaced with an “Arrow” to function as a save and move to the next document while taking up less real-estate on screen. 

Susanne Strong

Susanne Strong in OPEN DISCOVERY

TRIAL DIRECTOR Display Settings

By Brittany Thaler, ACP eDiscovery  Trial is a beast; and sometimes tips, tricks and settings in TRIAL DIRECTOR get left behind.  As always, we have a course and content to help you out! Today’s focus is on settings. Display settings and best practices can be easily forgotten when dealing with the tremendous amounts of detail that Trial requires. What are some great recommended settings?    Set your monitor resolution to 1920x1080 with 100% scaling. This shou

Finding the Starting Line

By Brittany Thaler, ACP eDiscovery As we all have heard, the volume of data being generated is growing exponentially. Now more than ever before, the Legal community, is facing eDiscovery technology deficits, new demands, changed protocols, and so much more. These dramatic shifts require serious adjustments to our existing approaches. While it was never a simple task, Discovery didn’t necessarily require complex protocols or identifications in the past.  Most conversations with the oppo

LOCAL DISCOVERY: Bulk Deletion in Utilities

By Brittany Thaler, ACP eDiscovery  Issues happen. Whether you imported the documents into the wrong case or just need to get some junk out, there are better ways than deleting record by record in Review. Have you tried bulk deleting records from your database in Case Management or Administration? Build a search or select your document range for deletion. For best practices, you will need to repair and rebuild your case after you have deleted records. Best practice calls for a repair a

Get the Most out of Analytics

By Susanne Strong, Content Developer, IPRO Learning Experience Team  Have you been wanting to dive into Analytics in OPEN DISCOVERY (fka discovery ][ Enterprise), yet been a little nervous about where to start? There’s no need to fret! Here at IPRO, the Learning Experience Team has covered all the bases! From configuring analytics to analyzing each one in the Relationships Pane to setting up effective searches to glean in on only the ones you want to review – OPEN DISCOVERY has it all.

LIVE EDA (fka assess ][ Hold) Terminology

By Brittany Thaler, ACP eDiscovery  New to LIVE EDA? Hearing terms you aren’t quite familiar with? With each stop on the EDRM & IGRM new terms are bound to pop-up.  Let us help you with some you may hear on your application learning journey:   Agent - A program that contains the framework and user code to manage resources.  CAS – “Client Access Server” Client Access Server provides authentication, proxy, and limited redirection s

How to Decide Between Self-Guided Courses or Webinars

By Kelly Lyons, IPRO Learning Experience Team  When you first visit the Learning Center, one of the first things you may notice is the wide array of training types to choose from. IPRO recognizes that there is no single instructional style that will work best for every person and situation as everyone learns differently. We have developed our offerings accordingly, creating self-guided courses, and webinars to serve our customers’ needs. Although you might wonder what each kind of inst

Create a Secondary Processing Case for Bates PDFs

By Brittany Thaler, ACP eDiscovery  As an administrator of Open Discovery (fka discovery ][ Enterprise), it is common to receive already processed data in the form of PDFs named per Bates Number. It is helpful to keep this data in the grid and be able to search for it efficiently. Best case is that the Bates Number becomes the BegDoc number but how do we accomplish this?  Well, today is your lucky day! In this Workflow Wednesday piece, we will wa

How IPRO is Using In-App Pendo Guides to Boost the Customer Experience

by Susanne Strong, Content Developer, and Denese Davidson Technical Writer, IPRO’s Learning Experience Team  Pendo Guides are in-app, interactive guides that highlight new features in our products, while also providing in-context support. These in-app guides simplify the user experience, which is what we at IPRO aim to do.  We’ve started using them in our OPEN DISCOVERY product (formerly known as discovery ][ Enterprise), and in our Learning Center, and soon we’ll start using

Eclipse SE to Enterprise Considerations: Maintaining a Clean File Structure

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 discovery ][ Enterprise. People want to know not just “How do I optimize my use of Enterprise?”, 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. 

Discovery ][ Local 7.0 Case Details Utility

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 discovery ][ local 7.0.    Scenario: I am an IT Administrato

How to Get the Most Out of Your Learning Center Subscription

By Kelly Lyons, IPRO Learning Experience Team  For new IPRO customers and experienced users alike, training is key. There is always more to learn about your products, and even refresher training can be useful when it comes to keeping your skills sharp and picking up new tips. To help our clients get the most out of their products, IPRO now offers Learning Center subscriptions for our online training. These subscriptions provide in-depth access to the Learning Center, allowing users to

IPRO Information Governance Release 6.5.5

By Brittany Thaler, ACP eDiscovery Driven by a mission for better governance, faster insights, and smarter discovery, IPRO’s new Information Governance Release 6.5.5, contains enhancements customers have been asking for! These include Enhanced Quick Search, Index Improvements, new options for File Archive & Collection, and many more. New to the IPRO Information Governance? IPRO integrates Information Governance & eDiscovery to provide clients with the most flexible, scalable, and po

Bulk Tagging in Utilities

By Brittany Thaler, ACP eDiscovery  If you are like me, then you LOVE tags.  I mean, I live by tags, everything has a tag. When you live like this, you need quick and concise ways to tag your documents.  My secret sauce: Bulk Tagging in Utilities. By using Bulk Tagging, you can quickly tag documents without having to enter another module.  Why enter into Review, search and tag, when I can type in a bates range and bulk tag right in the dashboard? Try this on incoming productions to see

What to Expect When Onboarding

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

Fact Management Wildcards

By Brittany Thaler, ACP eDiscovery  Facts have dates. But what are those dates? How do you enter the date for a 2019 Proforma or the 2021 Q3 Sales Report? As paralegals, we have created out own shorthand and standardization, but what happens when the case is a legacy matter, or you share with others? Sticky situations and incomplete searches sometimes occur.  In Fact Management, we have come up with a solution to prevent this issue from occurring: Wild Cards! Check out some of the

ZyLAB Search Series

By Brittany Thaler, ACP eDiscovery  Last update we brought you Review Specialist,  Administrator training, and Legal Hold from ZyLAB.  This time around we are bringing your one stop shop for all things searching!   New to the ZyLAB platform? IPRO acquired ZyLAB in July 2021, integrating ZyLAB’s best-of-breed Legal Hold and analytics solutions directly within the IPRO governance and eDiscovery platform to provide clients with the most flexible, scalable, and powerful Electroni

Have You Heard about these Exciting Features in discovery ][ Enterprise's Case Management Module?

By Susanne Strong, Content Developer, IPRO’s Learning Experience Team  You know what they say, times, they are a-changing. If you need proof of that, just take a peek inside of Case Settings in your Processing Case, within Case Management. Here, you’ll find several items which were ported over from eCapture. These hidden gems will make your life a heck of a lot easier!  In eCapture, editing your Processing Case is somewhat complex and unless you’re an eCapture guru, it can be

Discovery ][ Enterprise: Media Attachment in Media Manager

By Brittany Thaler, ACP eDiscovery  Best practice says to keep a valid chain of custody for our media and storage files.  Are you doing this in Media Manager? If so, are you adding necessary details to keep that chain of custody valid and informative?  Would you be able to find that physical device in, let’s say, 5 years?   Media Manager allows Administrators to attach images and other attachments (like a shipping manifest).  For us at IPRO, we recommend using these options e

ZyLAB on the Learning Center

By Brittany Thaler, ACP eDiscovery  You asked for it! Finally, after watching and waiting, it’s here.  ZyLAB training is now accessible on the Learning Center!   New to the ZyLAB platform? IPRO acquired ZyLAB in July 2021, integrating ZyLAB’s best-of-breed Legal Hold and analytics solutions directly within the IPRO governance and eDiscovery platform to provide clients with the most flexible, scalable, and powerful Electronic Discovery Reference Model (EDRM) workflow in the le

TrialDirector Presenting Documents

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.   

Production Training Opportunities with discovery ][ Local

By Brittany Thaler, ACP eDiscovery  Productions can be scary, they can be time consuming, and quite frankly, sometimes we don’t even know where to begin to create the desired output type. The Learning Experience Team at IPRO has got your back, like always! We know the struggle can be real to find the right fit, output, and workflow necessary to complete a competent production. That is why we have so many individualized, self-guided options to fit your training and production needs.   

Production Documents and Your Database

By Brittany Thaler, ACP eDiscovery    We all know that when we produce items in discovery ][ Local, 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
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