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Audio Transcripts for Self-Guided and Recorded Learning

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

Susanne Strong

Susanne Strong in Learning Center

OPEN DISCOVERY: Customizing an Import Series

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

Uploading Data to Self-Service and Media Manager in OPEN DISCOVERY

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?

Alias is not the plural of Alien: a Feature in TRIAL DIRECTOR

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

Quick Reference Guides to Help with Searching in OPEN DISCOVERY

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

Susanne Strong

Susanne Strong in OPEN DISCOVERY

What to Keep in Mind When Setting Up your Active Learning Review Pass in OPEN DISCOVERY

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

Susanne Strong

Susanne Strong in Active Learning

Transitioning from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360)

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

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

TRIAL DIRECTOR 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.   

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

TRIAL DIRECTOR – Presentation Tips & Tricks

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

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

Working as a team to build your TRIAL DIRECTOR Case with Data Sync

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

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

Why You Too Should be Utilizing Workbooks in TRIAL DIRECTOR

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

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

TrialDirector Training: Where do I Start?

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

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

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

Susanne Strong

Susanne Strong in Learning Center

On a Mission with eDiscovery — The Series

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.

Susanne Strong

Susanne Strong in Learning Center

Production Documents and Your Database

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

Eclipse SE to OPEN DISCOVERY 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 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. 

Susanne Strong

Susanne Strong in OPEN DISCOVERY

Making the Leap from Eclipse SE to OPEN DISCOVERY

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

Susanne Strong

Susanne Strong in OPEN DISCOVERY

What’s new in LOCAL DISCOVERY and TRIAL DIRECTOR 7.0

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

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

LOCAL DISCOVERY 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 LOCAL DISCOVERY 7.0.    Scenario: I am an IT Administrator a

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Recent Enhancements to Job Manager in OPEN DISCOVERY

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

Susanne Strong

Susanne Strong in OPEN DISCOVERY

The Spring Release of IPRO’s OPEN DISCOVERY is Finally Here!

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

Susanne Strong

Susanne Strong in OPEN DISCOVERY

Moving to the Cloud from Eclipse SE

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

Susanne Strong

Susanne Strong in IPRO Cloud

How to use the IPRO Help Center

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

Susanne Strong

Susanne Strong in IPRO Help Center

Have you Heard about IPRO’s Hybrid Model? Do You Want the Inside Scoop?

Have you Heard about IPRO’s Hybrid Model? Do You Want the Inside Scoop? By Lori Bregenzer, Client Success Manager, IPRO’s Customer Experience Team and Susanne Strong, Content Developer, IPRO’s Learning Experience Team The term hybrid cloud has become a buzzword across the SaaS industry, but do you know what it really means? A hybrid model is designed to combine a host of software options to provide a perfect solution for every situation. IPRO

Susanne Strong

Susanne Strong in OPEN DISCOVERY

Getting up to Speed When You’re New to eDiscovery

Getting up to Speed When You’re New to eDiscovery Are you new to the legal industry and/or e-Discovery?   Are you feeling both excited and terrified all at the same time? Maybe you’re eager to get going, yet wondering how on earth you’re going to learn all there is to know?   As a newbie to eDiscovery, there’s a lot to know and sometimes the idea of learning it all can be formidable. Oftentimes, burying your head in the sand and pretending eDiscovery do

Susanne Strong

Susanne Strong in Learning Center

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