Jump to content

Blogs

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

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.   

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

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

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

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

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

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.

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. 

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

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

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

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

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

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

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

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

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

Have You Heard about these Exciting Features in OPEN DISCOVERY'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

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

OPEN DISCOVERY: 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

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
×
×
  • Create New...