By Kelly Lyons, IPRO Learning Experience Team
Here at IPRO, we know how important training is for empowering you to most effectively use our products. We’re always striving to make it easier for you to learn. To achieve that end, we’ve recently redesigned our Learning Center to provide an enhanced user experience. Check out some of the changes below, as well as a few key tidbits to help you decide where to start!
Courses by Product
By Brittany Thaler, ACP eDiscovery
My favorite feature in LOCAL DISCOVERY is the Tally feature. While LOCAL DISCOVERY may not have all the bells and whistles of analytics like OPEN DISCOVERY, Tally can get you a long way in figuring out what you have in your database, what your timelines look like, and how to tackle your review.
The Tally feature in LOCAL allows you to select a column (such as Custodian) and total up the records you have for each custodian.
By Brittany Thaler, ACP eDiscovery
Looking for a little searching assistance? Just can’t remember how to find something? Check out these Tech Tips on searching:
Searching for email between two people: Utilize the emailparticipant field and the One-toOne emailclassification field. For example: emailparticipant=*dodd* AND emailparticipant=*schneider* AND emailclassification= One-to-One. Watch the Finding Emails between Two People video for a visual walkthrou
By Brittany Thaler, ACP eDiscovery
Looking for more ZyLAB ONE content on the Learning Center? Freshly added to the mix is our On a Mission Series where you can go for helpful, quick & easy videos that show you how to get things right on track.
On a Mission
While our Help Center is an awesome resource for all things IPRO, sometimes we just need that extra push, a video or simulation, to get that workflow to stick; that’s why we have our On a Mission series.
By Brittany Thaler, ACP eDiscovery
You are migrating from Eclipse SE to LOCAL DISCOVERY? Awesome! We can’t wait to show you all the features LOCAL DISCOVERY has to offer your workflow efficiency. We do want to hit hard on a few key points; this is a pertinent WORKFLOW WEDNESDAY.
This blog isn’t about how to migrate (that can be found here) but rather a best practice workflow once you have completed the migration of one, any, or all of your cases.
Once cases ar
By Brittany Thaler, ACP
LIVE EDA Search interface is composed of different views and tabs, each designed to provide unique insight into your data. Where do your eyes go? Here are some of IPRO’s favorite ways of looking at data:
Document View: This view displays all your archived documents. You can set this view to your preferred way of working, viewing, previewing, and searching documents. Be sure to save the changes you make for sorting and displaying before closing you
By Brittany Thaler, ACP eDiscovery
When it comes to Trial presentation, time is limited. To increase your efficiency, try some of our Team’s favorite shortcuts in Presentation:
-AD or -AE Using one of these commands will admit the current exhibit into the Admitted workbook. Save a lot of time using this keyboard command instead of dragging and dropping documents into the folder.
ALT+P This shortcut toggle is for Play and Pause. I
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.
