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  1. 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. My guess is, you are too. Our Getting Started Series can be helpful for overall understanding and our Administrator Training provides extensive in-depth knowledge, but it may not always be the right option for you the given budget, time, or task at hand. Getting Help Wherever You are on your eDiscovery Mission This is why the Learning Center also hosts the On a Mission series, providing bite-sized videos for accomplishing a specific task or workflow. These bite-sized tutorials are perfect for those times when you simply need a little extra help. These On a Mission courses offer a variety of learning content, such as Creating & Managing Key Words, Bulk Tagging, Deeper Drive into Review Functionality , and so much more. Let’s set the scene: You are a paralegal; you review and administrate. You work in discovery ][ Local regularly with small to medium sized cases. Today, a large production lands in your inbox. You didn’t expect it–and you didn’t realize they would produce SO MUCH, let alone have a game plan to approach a review of this magnitude. After you panic, you take a deep breath in and exhale. You know you have this and can get it done, because you have IPRO’s Learning Center bookmarked! Streamlining For the task at hand, you choose to start with Creating & Managing Key Words. This isn’t a feature you normally use. When reviewing, it isn’t common for you to have Hot Terms or Key Terms that need to be highlighted (really catch your eye) when conducting a review. But with a large review like this, missing those Key Terms in emails is more likely, and having a helping hand can increase the quality of your review. Furthermore, using this feature can aide in easily identifying when a document is either potentially responsive or privileged, making your review more streamlined. Next you move onto Bulk Tagging. With records in the small thousands, bulk tagging in Utilities may be not necessary; you can easily group select and tag in bulk from within Review. When working with large quantities of documents, it may be more advantageous to tag documents by the range in bulk. An example of this could be: BegDoc Range ABC_000000124 through ABC_000008424, which should be tagged Defendant’s 1st Supplemental Disclosure Statement and For Review by Expert Thomas, while records ABC_000000124 through ABC_000764124, need to be tagged Defendant’s 1st Supplemental Disclosure Statement. When your list continues on, and in big chunks, it can be quicker to tag by ranges from within Utilities instead of searches within Review. Discovering New Best Practices Last, you know you don’t know what you don’t know. You are sure there are workflows in LOCAL DISCOVERY that work more efficiently and effectively for large cases, but you just don’t use them and never really paid attention to the features. That is why your last stop is Deeper Dive into Review Functionality. Sure, you may know how to merge and split records, but before now, you didn’t know about the Global Replace feature, or how using the Tally feature may assist in gaining a perspective of, and analyzing, the records in your database. Taking only about 13 minutes, and at no-cost (yes, you read that correctly, these are free), you have accomplished your mission: to quickly and easily learn new skills, allowing you to efficiently and effectively navigate your review. Happy Learning! For more information about tips like these, keep tuning in to our regular blog series from our Product Learning Experience team.  If you’d like to learn more about IPRO’s products or sign up for Self-Guided Learning, log in to our online learning center, https://learn.iprotech.com/  IPRO’s Help Center can also be found here: https://myipro.iprotech.com/help 
  2. 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 said “No. No. No. What I do works, and I am sticking with it!” Does it really work to its utmost potential though? In the past couple years, have you ever thought to yourself, “Man, I could really get through this review faster if I didn’t have to tag each chain per custodian,” or “Is this the same email chain, or is it different?” Those “ummms” and frustrations waste time. A new way forward with OPEN DISCOVERY These types of questions were necessary in Eclipse SE, where threading and near-duplicates aren’t trackable. However, in OPEN DISCOVERY, this task could be accomplished in mere minutes. Isn’t that better than hours of uncertainty? If I can look at a series of threads all at once in OPEN DISCOVERY, see the differences and tag accordingly, I can reduce the time it takes me to get the production out the door. I may even have found key facts that would have been lost in the redundancy. That’s a win in my book. Let’s take a gander into our new normal of remote team working. Years ago, the idea of working remotely as a paralegal was sort of taboo. Attorneys wanted you in the office, with a big bulky machine. Today, however, more and more paralegals (and review attorneys) are working from home, whether it’s in the same city or a different state entirely. With OPEN DISCOVERY, remote workers can, with little to no effort, utilize the Self-Service portal to upload and ingest data received. Unlike having to replicate and sync in Eclipse SE, workers have the ability to access Review in the cloud, avoiding a bulky and tedious synching process. To boot, OPEN DISCOVERY has Active Learning, Email Threading, and Keyword Management, among many other analytic tools, which can further simplify your review process. OPEN DISCOVERY has numerous benefits to offer, but in my opinion, this functionality alone makes it worth the leap into the cloud. You’ll still enjoy the traditional features you’re used to such as templates, customized input and productions, and tagging and coding. But with OPEN DISCOVERY you will have so many more tools at your disposal just waiting to assist you! We’re excited to help you on your journey with these new tools at your fingertips, which will help make you become a truly remarkable eDiscovery practitioner! Happy Leaping! For more information about tips like these, keep tuning in to our regular blog series from our Product Learning Experience team. If you’re interested in migrating, check out this Help Center topic: Migrating an Eclipse SE Case to OPEN DISCOVERY as well as this course on our Learning Center: Moving an Eclipse SE Case to OPEN DISCOVERY. If you’d like to learn more about IPRO’s products or sign up for Self-Guided Learning, log in to our online learning center, https://learn.ipro.com/ IPRO’s Help Center can also be found here: https://myipro.iprotech.com/help 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.
  3. 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 doesn’t exist is the approach taken by many–until it’s too late and your lack of action results in spoilation of data or sanctions. Sometimes it’s hard to know where to begin. A basic Google search returns a gazillion irrelevant search results leaving you completely dumbfounded. IPRO’s introductory courses can help get you started We’ve created a Learning Center that includes courses made especially for you, making it easy for eDiscovery newbies who need to get up to speed in a hurry. IPRO’s Learning Center includes free Self-Guided courses that can help you learn key terminology in a matter of minutes. We’ve created several videos that can help you get up to speed. These include: eDiscovery Terminology LOCAL DISCOVERY Terminology OPEN DISCOVERY Terminology Information Governance: Terminology Regardless of where you’re at, all four are extremely beneficial when it comes to learning the top technology terms you’ll come across while working in the industry. Once you peruse these courses, you too will feel like an industry veteran! As a bonus, some videos include recordings delivered by IPRO employees who share relatable, easy-to-understand terms and their definitions coupled with real-world examples of how they apply. This free content can be accessed here. If you’d like to learn more about our products or sign up for Self-Guided Learning, check out our Learning Center. If you want to check out our product documentation, head over to our Help Center. Whether you’re a newbie to eDiscovery or further along on your learning journey, know that IPRO is here to help get you to the next level. Come start your journey with us today.
  4. By Brittany Thaler, ACP eDiscovery As we all have heard, the volume of data being generated is growing exponentially. Now more than ever before, the Legal community, is facing eDiscovery technology deficits, new demands, changed protocols, and so much more. These dramatic shifts require serious adjustments to our existing approaches. While it was never a simple task, Discovery didn’t necessarily require complex protocols or identifications in the past. Most conversations with the opposing party only included whether you wanted productions to be on a flash drive or in hardcopy form. When I first started as a litigation paralegal, I produced PDF documents via CD, and to be honest, sometimes even 5 CDs. Processes have changed radically in just over a decade. We are no longer working in a “flat discovery” world; we are now all eDiscovery practitioners, whether we like it or not. eDiscovery involves almost all information capable of being stored electronically, across multiple formats. Many of us think about “eDiscovery” in the context of Word documents, Excel spreadsheets PowerPoint presentations, and email. That was so 2018! eDiscovery now can include text messages and social media content (such as Twitter and LinkedIn posts). It even includes Zoom meetings! With the ever-evolving field of eDiscovery and the high increase of content coming through our litigation and investigation doors, we need to be in the know and prepared to take on the eDiscovery process. Do you feel overwhelmed just by reading this? Is eDiscovery something you know you have to learn, but don’t know where to start? The Learning Experience Team has planned for that; in fact, we even named a catalog page just for you: Start Here! If you’re completely new to eDiscovery, you can take this learning path that covers numerous foundational concepts. It’s the perfect course to get you on your feet. In the Start Here section, we’ll also introduce you to our Learning Center and Help Center. Knowing how to navigate and find resources is the key to successfully learning on your own. Next, we Put You in the Know. In a series of lighthearted videos, IPRO guides you through some commonly used terminology in the eDiscovery world. Having a foundation in terminology can help you better absorb new information, removing barriers to your learning experience caused by unfamiliar terms. Knowing how to buy our courses is the next step, because if you don’t know how to access a course, it’s hard to learn the content! eDiscovery is no joke. Learning the basic fundamentals of the field can be crucial in understanding how IPRO’s products and services work. If you are a new practitioner or coming directly from the IT world, stop off at the eDiscovery Fundamentals tiles to better understand what is going on! Once you have these foundational courses under your belt, you can continue on to Self-Guided Learning for your product or you can continue on and learn about us, the Learning Experience Team. Sometimes making that personal connection and better understanding your trainer’s experiences can help tremendously when it comes to getting through the materials. There is such much more content on the page and in the Learning Center overall. The Learning Experience Team’s goal is to provide you with the right content, at the right time, and in the right format. As we continue to execute on our mission, more content will become available and easily accessible to guide you through your journey. The Learning Experience Team wants you to succeed in this fast-paced, new world. We wish you luck on this endeavor and know with the right tools, the right training, and the right support, you can be a truly remarkable eDiscovery practitioner! Happy Learning! For more information about tips like these, keep tuning in to our regular blog series from our Product Learning Experience team. If you’d like to learn more about IPRO’s products or sign up for Self-Guided Learning, log in to our online learning center, https://learn.ipro.com/ IPRO’s Help Center can also be found here: https://my.ipro.com/help
  5. Get Hands-on with ZyLAB ONE eDiscovery from IPRO By Kristel Wiegman, Technical Writer, IPRO Learning Experience Team ZyLAB ONE is now part of the IPRO Legal Discovery Platform, after IPRO acquired ZyLAB, last summer. The combination offers an AI-driven, real-time hold-in-place and search-in-place eDiscovery and Information Governance Platform offering solutions for Internal Investigations, Data Privacy & Compliance, eDiscovery, and Information Requests. An introduction to ZyLAB ONE can be found here. The ZyLAB Documentation Portal is where users find all the tools they need when working with ZyLAB ONE: Get Started workflows, Training courses, Video channels, and Manuals. The latest features are explained in the What’s New sections. First-time users are advised to start with our mini-guides, also known as our onboarding videos. These videos show you how to start using ZyLAB ONE (creating a matter, uploading data, using the matter dashboard, and navigating a matter), navigate & view, search & highlight, perform document actions, and download & produce. More videos are available on our ZyLAB Videos channel. Training for specialized users If you are a specialized user of ZyLAB ONE in one of the following areas (PRR & FOIA, eDiscovery for Litigation, Internal Investigation, Wob (Dutch), Data Privacy & Protection, Regulatory Requests), we have specific Get Started workflows just for you. Each of these workflows will guide you through all necessary steps from beginning to end for your specific use and most include videos to give you a more interactive learning experience. We recommend keeping our Quick Reference Guide bookmarked as well. It includes a short overview of the most important features and search techniques in ZyLAB ONE. To get certified in ZyLAB ONE, you can follow our training programs to be a Certified Review Specialist and/or a Certified Application Administrator. Both include basic knowledge of all features within the solution. An in-depth Search Language course is included for the Review Specialist as well as an extensive Configuration course for the Application Administrator. And finally, last but not least, ZyLAB ONE offers context-sensitive or in-app help for users. Simply click one of the small help icons in the product to view both the help and the product together. Follow the links inside for more information on the Documentation Portal. For more information on ZyLAB, click here. If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/ IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://myIPRO.IPROtech.com/help If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
  6. Discovering the Basics of eDiscovery With IPRO’s New Learning Path By Kelly Lyons, IPRO Learning Experience Team A lot of us have a cursory knowledge of the legal system that comes from watching TV shows and in the news. A lot of us have a cursory knowledge of the legal system that comes from watching TV shows and from the news. But when it comes to the details and processes that led up to this information, we aren’t as clear. Terms like litigation, eDiscovery, and ESI—and how they all relate–can be confusing. As a leader in the Information Governance and eDiscovery sphere, IPRO knows how useful it is to have a solid grasp on these concepts, and we are here to help! Our recently released eDiscovery learning path will provide you with all the essential information you need to feel confident in this complex subject area. An overview of litigation and eDiscovery The eDiscovery learning path is organized into three sections. The first few lessons provide an overview of litigation and the early stages of civil procedure. During this portion of the course, we cover the basics of the litigation process, including how legal cases are started, what types of litigation exist in the US legal system, and information on different types of hearings that are held in the early stages of a case. These lessons summarize the most important information and provide definitions of some of the most commonly used legal terms. Once you have a solid foundation in these concepts, you’ll move on to eDiscovery, a topic of particular interest for IPRO product users. The eDiscovery portion of the course consists of three lessons. The first covers electronically stored information/ESI. In this lesson, we provide examples of ESI and summarize the unique challenges involved in collecting and storing it. You’ll also find information on the best practices for preserving ESI in a legally defensible matter. From here, we branch out to discuss the discovery process in general, including the steps to create an effective discovery plan, available ESI collection methodologies, and various options for ESI review. Finally, the course will examine different technologies that have been developed to assist with eDiscovery. We’ll review tools such as email threading, clustering, and predictive coding, showing you how they work and how they can be used to make eDiscovery more effective, more efficient, and less tedious. The basics of trial preparation The final section of the course covers the basics of trial. Here, we’ll cover the jury selection process and types of evidence that you’ll see presented in court. We’ll also discuss key elements of a trial, including opening statements, witness examination, and closing arguments. The lesson closes out with a description of different potential outcomes that might result from trial. While the learning path covers a lot of ground, each lesson within a course is only 3-10 minutes long, so you can finish the learning path in less than an hour. Or, if you only need to cover some of the subject matter, you can pick and choose only the courses you need. Your progress will be saved as you go, allowing you to pick up right where you left off! Best of all, the entire path is free of charge. This is a great way to learn more about the legal process without spending a lot of time or money! Keep checking out the Product Learning Experience team’s regular blog series for more information on our products, the Learning Center and the types of training we offer! If you’d like to learn more about IPRO’s products or if you’d like to purchase any type of training, visit our online Learning Center: https://learn.iprotech.com/ 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 have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
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