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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

Optimize your Review with Multi-Field Sort Indexing in LOCAL DISCOVERY

Optimize your Review with Multi-Field Sort Indexing in LOCAL DISCOVERY By Brittany Thaler, ACP, eDiscovery, IPRO Product Learning Experience Team When it comes to eDiscovery Review, we’re always wanting to optimize our processes and improve efficiency and accuracy. The traditional notion of sorting on a single field to find relevant documents or creating the perfect search syntax might not be enough. From my personal experience, finding that needle-in-the-haystack

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Five Game Changers in LOCAL DISCOVERY's Review

Five Game Changers in LOCAL DISCOVERY’s Review By Susanne Strong, Content Developer, IPRO Learning Experience Team  Is document review your jam? Is it your responsibility to conduct document review, tag documents, and conduct searches in LOCAL DISCOVERY (aka discovery ][ Local)?   When it comes to working in Review, knowing how to perform a few simple game-changing tasks can make you more effective and efficient, both individually and as part of a revie

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Production Training Opportunities with LOCAL DISCOVERY

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.   

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

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

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Tiff Overlays for Excels and PowerPoints in LOCAL DISCOVERY

By Brittany Thaler, ACP eDiscovery  Need a better way to create images for Excel files? Need to capture the Notes section of a PowerPoint Presentation?  You aren’t alone. Creating best practices and workflows are as simple as… cake (my pies don’t turn out well):  Identify your documents. Tag or create a smart folder that identifies the documents you want to create new images for.   Create PDF Image Files from the Native Files. Be

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Area Redactions in LOCAL DISCOVERY

By Brittany Thaler, ACP eDiscovery  Are you suffering from “Click-y wrist”?  If you are a paralegal, you know what I am talking about.  That pain in your wrist and hand that comes with redacting hundreds and hundreds of social security numbers, date of births, and account numbers from records. Thank goodness for area-specific redactions in Review.  Wait, you don’t know about this? So you have been redacting dates of birth that appear over hundreds of pages in one general area one

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Quick Reference Guides for LOCAL DISCOVERY

By Brittany Thaler, ACP eDiscovery  We hope you have checked out the Help Center for addressing situations and workflows you need assistance with; but have you checked out our quick reference guides?    Review User Interface: This quick reference guide is a must have for all my cases.  Be sure to include this in Case Instructions when adding/editing your case.  Having a quick reference guide available to new Reviewers will help guide them to success.  

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

Case Creation Templates in LOCAL DISCOVERY

By Brittany Thaler, ACP eDiscovery  Do I use Option 1 or Option 2? Aren’t they the same thing? When creating a case there are 5 options when loading a case definition file.  Which one do you use?  If you are an Option 5, Native File Ingestion Template user, that’s great, we love to hear it! If you are looking for something a little more standardized that doesn’t require as much customization, why not try Option 1 or 2:  Option 1- Copy from Existing Case: This definition copie

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

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

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