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Working as a team to build your TrialDirector Case with Data Sync


Susanne Strong

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Working as a team to build your TrialDirector Case with Data Sync

By Julie Badger

Today’s topic is about the Data Sync capabilities of ][ TrialDirector.

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 ][ TrialDirector you’ll see a whole world of possibility open up.

When you create your case in this updated version, you select the Data Sync button and BOOM, now you and your colleagues can all work on the case together. When you’re ready to head to the courtroom, you just click “Bring Data Local” from within the Case Manager, and your case data is copied from the shared network location to your local machine.  

Once your trial is over and you head back to the office, all you have to do is connect your laptop to the network. All changes made to your case, whether it be on your trial laptop or on your network, will automatically be synched and your case will be up to date. The diagram below summarizes the workflow for a synched case.

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What does this mean in practical terms? What’s the benefit?

Use Case for Data Sync

Let’s take a sample use case from real-world customer experience.

ACME Legal has a case that is set to head to trial. It’s a big case, and they have three paralegals working on it. Marco is primarily focusing on depositions, creating and editing video clips, linked exhibits, and issue tagging. Rhasheed is working on exhibits, adding them, and organizing them into workbooks. Rebecca is the hot seat operator and she’s focused on pre-trial annotations and prepping for presentation. A lot of the work they do will overlap and that’s OK because they’re working in a Data Sync Case.

They’ve completed their last review of all of the evidence and the trial prep. Rebecca is ready to download the case to her local machine. She  brings her case data to her local machine and is ready to go.

In the early morning, before trial, the attorney, Mark, asks her to add a few items to a workbook and make a clip of a specific spot in a deposition. She makes the changes. Throughout the day she’s admitting items as trial exhibits, creating snapshots, and creating clips on the fly. 

Back at the office, Rhasheed and Marco are tweaking annotations on exhibits, creating more clips, adding linked exhibits, and planning for the following day of trial.

That night, in the war room, Rebecca fires up her machine and, as soon as she connects to the network, her changes are pushed into the case and any changes that took place while she was at trial are synched back to her machine.

Bringing evidence local

The team continues to work on the case late into the night. At the very end of their marathon working session, Rebecca again Brings Case Data Local, which is a rapid update since she’s got the majority of the case already in her local storage location. “Bringing Local” the second time around means the system is just pulling the net changes since the last Bring Local event.

The case proceeds for several more days, and the team follows the same process for working collaboratively to continue updating the case to keep themselves on schedule. Data Sync helped ensure their success during trial and spread the workload out to ensure no one was ever stuck waiting to work on the case.

It was truly a team endeavor! They won the case because of their group effort!

If you’re interested in learning more about Data Sync and how it works in ][ TrialDirector. Check out this free course on our Learning Center.

If you want to dive deeper, check out these Help topics:

Keep checking back with the Learning Experience team’s regular blog series for more information on IPRO’s products, the Help Center, the Learning Center, and different training options!

IPRO’s Help Center, where you can find documentation on all IPRO products, can also be found here: https://myipro.iprotech.com/help   

If you’d like to learn more about IPRO’s products or if you’d like to purchase any type of training, head to our online Learning Center:  https://learn.ipro.com/

If you have topics you’d like for us to cover in our blog, or want to share feedback about the Help Center or the Learning Center, please feel free to drop us a line. We will incorporate your ideas into future blog posts and/or adjust our content roadmap based on customer feedback we receive. 

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