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  1. 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 practice makes perfect. The fact is, no one is perfect. But, the more we use the Presentation Mode in TrialDirector when we’re preparing for trial, the more comfortable we feel when the pressure is on. It’s our muscle memory that will get us through when we’re in the hot seat. If the attorneys I was working with didn’t use trial outlines, I used Presentation Mode solely. If they used outlines, I used both Presentation Mode and Presentation Preview in conjunction with each other. When the attorneys used an outline approach, I would put one exhibit up on the screen in Presentation Mode, while getting the next exhibit ready in Preview. If I had time late at night, or on weekends before a trial, I would take my laptop home and practice putting exhibits up on the screen, in different zones, replacing exhibits, and moving them around on the screen. Thereafter, I’d use annotations, call-outs, screen-shots and workbooks. Trial presentation short cuts Once I was comfortable with that, I’d work on my command-key shortcuts (a list of which can be found on our Help Center). It is with practice, and practice alone that I became comfortable. When I first started out, and in cases where there were several deponents or key issues, I always used workbooks, both to organize my documents and to present from. This helped me choreograph my presentations, and let’s face it, that’s half the battle, right there. While there are a couple of methods you can use to place documents into zones, I used the function keys on my keyboard (F1 for zone 1, F2 for zone 2, etc.), for me this is the quickest and the easiest method, thus this is what I practiced doing. Once I got that down pat, I then moved documents around using the Zone Mover tool. While there are two ways you can move items, my go to was also a function key, the F10 key, in conjunction with the zone I wanted to move a document to. The benefit of the F10 key option is that the document moves “magically” and the jury didn’t get distracted watching me move the documents around on the screen. Committing commands to memory With practice, I comfy using command keys as referenced above. Initially, I didn’t have them memorized like I do now. At first, I had the key commands typed on an index card (before those became obsolete!). Luckily, that became unnecessary once command-keys were included in TrialDirector’s Preferences in both Presentation Mode and Presentation Preview. Last but not least, I made sure to practice using a projector to ensure that I could pretend like I was in a courtroom and could use both modes of Presentation. Another must for me was contacting the court to set up a time to view the courtroom. Knowing their setup and determining what technology they had, in order to be prepared ahead of time, in case I needed to bring all my own equipment, was key as well. While these tips aren’t TrialDirector specific, knowing the courtroom setup and being familiar with the hardware needed during trial greatly improves the presentation experience for you and the jury. It’s the knowledge of and practice in the tool that takes you from good to great. 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.iprotech.com/ If you need any help with the Presentation course in TRIAL DIRECTOR, go here: TRIAL DIRECTOR: Presentation 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.
  2. 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 my favorite features and something I love diving deep into , when delivering live training. The reason why? Workbooks can assist you in a variety of ways, whether it be to help organize your case data in Evidence, or to better help you present when it comes to arbitrations and trials. Utilizing Workbooks in Evidence is a great way to organize documents and relate them to specific groups of items, such as documents or clips or to a particular witness or an issue. If you’re from my generation, think of Workbooks in TRIAL DIRECTOR like that Trapper Keeper you used to use in school, with the Velcro, Notepad, Storage Packet, 3-Ring Binder and all of the separate folders inside. For someone geeky like me, that binder just about made my school day and professionally speaking, I can say the same for Workbooks. Organizing evidence in Workbooks by deponent or issue When it comes to organizing documents into Workbooks in Evidence, I create workbooks in the same manner that I would deposition and trial notebooks: by deponent, issue and/or opening and closing statements. Going back to my paralegal days, creating workbooks for each deponent and placing documents related to those deponents into those workbooks enabled me to effectively prepare attorneys for upcoming depositions. Creating reports of the documents in those workbooks, of course, goes hand in hand. Compiling the corresponding transcripts for each deponent to go along with those is simply a must. If your case is issue intensive and you’ve categorized both documents and transcript text by issue, you can create Workbooks by issue, electronically print those workbooks and their Workbook Listing reports, and all Transcript Issue reports after you’ve coded them to go along with the corresponding Workbooks. It’s just like organizing documents into those 3-Ring Binders and all of the separate folders in that good old Trapper Keeper of mine, except it’s even better because I haven’t had to print any paper! Organizing documents in Workbooks by argument Organizing documents in Workbooks by trial argument, such as opening and closing statements, is another way to set up documents in Evidence and effectively present arguments at trial. Besides creating trial exhibit and deposition workbooks, to use in both Evidence and Presentation, in my opinion, this is the best use of workbooks in TRIAL DIRECTOR. While everyone wants to know how to present on the fly and show off their mad skills in the courtroom, organizing your documents into workbooks and presenting from there is in fact one of the most flawless ways of presenting. By placing documents into workbooks in the order you wish to present them, you can simply launch them in that manner, one at a time and then flip through all pages of those items seamlessly. If you use the spacebar to launch from the workbook instead of the green launch button, it’s almost like waving a magic wand, no one sees you doing it, and magic happens on the screen right before your eyes. In this instance, you too can be either Harry Potter or Hermione Granger (take your pick!). The Trial Exhibits Workbook is the default Workbook, as they are of course the most used items. and we’ve put them at your fingertips. All you have to do is launch them in order or select the exhibit you want and voila, the item is presented on the screen. You can also organize clips via Workbooks and present them in this manner as well. Whether you create a clips Workbook on its own or create Workbooks by deponent and place all documents and clips that relate to each deponent into that Workbook is up to you. Conclusion When it comes to the use cases for Workbooks, the options here are truly endless. For me, it’s all about organization: Organizing items in Evidence and using that organization to the best of my ability when it comes to presenting. When I’m organized, I’m confident and that makes me one heck of a hot seat operator. If you’re looking for a little help on creating workbooks or say, working with transcripts, here at IPRO, we’ve got you covered. We have several topics on our help center that’ll get you started and we also created a whole bunch of self-guided learning courses related to TRIAL DIRECTOR made especially for you. Workflow: Get Started in TRIAL DIRECTOR Overview: Workbooks TRIAL DIRECTOR Self-Guided Learning TRIAL DIRECTOR Document Management For links to other courses, or if you’d like to learn more about IPRO’s products, log on to our online learning center, https://learn.iprotech.com/ For step-by-step instructions, on processes, 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, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
  3. 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 need to learn new functionality! For many, trial doesn’t come around often. It may be several months, or even years, since you last worked in TRIAL DIRECTOR, much less presented in it. As a trainer, this is something I hear often: “I just haven’t used it in so long, I don’t even know where to begin”. If this is something you are struggling to admit, now you know, you are not alone. In fact, as a paralegal, I experienced this myself. I went from using it once a year, to using it 5 times a year, back to using it once a year throughout my tenure. Lucky for you, the Product Learning Experience Team is packed full of trainers like me with real world experience, knowledge, and humility. Knowing that this is something our clients grapple with, we have tried to address the common pitfall of “just haven’t used it in a while” with IPRO’s Learning Center. Getting Started with TRIAL DIRECTOR Our Self-Guided Getting Started Series can be helpful for overall understanding TRIAL DIRECTOR if you are just totally lost. At a very low cost, this series provides you with a full product training at your own pace and on your own schedule. The unique thing about trial is that you are working around the clock; with self-guided learning, you can start and stop whenever you need, 24/7. If you are pressed for time, you can purchase our TRIAL DIRECTOR Administrator – Recorded Webinar. The courses are formatted into three different 3-hour webinar sessions. When finished, you will have a thorough, complete, advanced, and in-depth knowledge of ][TrialDirector, as well as study guides, sample data, and practice scenarios to help retain the information gained. We also have Live Administrator Training for small private groups if you want a more one-on-one feel or sessions that are open to TRIAL DIRECTOR users on a per seat basis. The courses are formatted in the same manner as referenced above. Learning specific tasks in TRIAL DIRECTOR The Learning Center also hosts the On a Mission series, providing bite-sized videos for accomplishing a specific task or workflow. This series is perfect for those times when you simply need a little extra help and don’t have a lot of time to dedicate. Perhaps you recall how to set up cases, but you just can’t remember how to Create & Manage Exhibit Labels, or Create & Present Carousel Workbooks, or you want to utilize Alias when working in transcripts. These itty-bitty videos are less than 10 minutes long and free of charge. Yes, that is correct, FREE! Whatever your situation when it comes to preparing for trial, we know the struggle is real. With all of the options listed above, know that panicking can take a backseat because IPRO is on your side. Happy Learning! For more information about Transitioning from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360), checkout this blog article. 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 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.
  4. 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 to help ensure that you have all the tools you need to optimize your use of our products. Ready to learn more? When you purchase a Starter/Business Package, Business Plus/Elite Package, or LOCAL DISCOVERY Package, you’ll receive all the bells and whistles that accompany the full onboarding process. First, we’ll connect you with one of our expert Client Success Managers (CSMs). Soon after your purchase, your assigned CSM will reach out with an introduction email, explaining the next steps of your IPRO journey and asking you to set up a kickoff call. The remaining steps will naturally vary, based on the package you’ve purchased. However, the onboarding process always follows the same basic structure, beginning with this Initial Engagement phase. In addition to this introductory email, you’ll also receive separate emails with Learning Center subscription redemption links. These emails grant extensive access to IPRO’s Learning Center, our online learning platform. You will be using the Learning Center to train in the product. The emails will include details on how to get started with your subscriptions, but your CSM will be able to provide more information should any questions pop up. Soon after your welcome email, your team will have a kickoff call with your CSM. During this call, your CSM will dive deeper into the Onboarding process, explaining the next steps forward and assisting with any questions you may have. Here, your CSM can help make sure you have all the information you need to sign into the Learning Center. Your CSM also will provide you with a comprehensive learning plan, mapping out the courses most relevant to your team. The plan will include a suggested timeline and direct links to Learning Center content. This will allow you to easily access your content, freeing you up to focus all your energy on learning. Once your software is set up and you’ve attended your kickoff call, you’ll move from Initial Engagement into the Onboarding phase. During this stage, you’ll really start to get comfortable with the product. You’ll meet with your CSM for regular check-in calls. We’ll recommend Learning Center courses to take between sessions. This suggested course schedule has been developed by our team to ensure that you have all the necessary skills to optimize your workflows. During check-ins, your CSM will discuss key topics and go over any questions you might have. After each call, your CSM will send a check-in summary email, reviewing what was discussed and explaining what’s next. The Onboarding stage will leave you with a solid grasp on the product, preparing you for the Adoption phase. Once you reach Adoption, you’re ready to dig even deeper into the product. At this point, we might recommend more advanced courses or content that is focused specifically on the tasks and issues you may encounter. During Adoption, you’ll likely need less support, since a lot of the heavier lifting has been handled during the earlier phases. However, your CSM will still be in contact, checking in via email and possibly setting up calls. Even after leaving Adoption, we’re still there to support you, whether you have questions about your existing products or whether you’d like to add or upgrade in the future. We know how important it is to feel confident and knowledgeable when you purchase new tools and software, and we know that this onboarding strategy will get you on the right track—we’ve seen how well it supports our other customers and we know it will do the same for you! Check out the Learning Center for more information on how to best use your IPRO products! 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 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 Are you interested in being “in the know” and keeping up with the Learning Experience Team? To subscribe to our blog where we publish articles about new Product Features, new content on our Learning Center, Tech Tips, and Workflows, click the “Follow” button in the top right corner of the home page.
  5. 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. Scenario: I am an SE client who has been organizing all of our cases in one main directory. So, instead of having a client folder and then the matters reside within there, we have a naming convention where the client name is first then the matter. In translating that to the Case Management within OPEN DISCOVERY, can I set up my cases the same way? Heather Stewart, CSM: Yes, the structure of the case directories can be maintained in the same fashion. When it comes to creating the case within OPEN DISCOVERY Case Management, there is flexibility on how the structure is maintained. Considerations on being able to filter by client may be a factor in how the case structure is organized. Because of the flexibility in structure, I include this topic in my engagement with customers to help get an idea of their previous practices and help facilitate how they can maintain good practices within their OPEN DISCOVERY environment. Thank you so much Heather for sharing your knowledge and processes with us. For more FAQ’s on administrating OPEN DISCOVERY, check out our Help Center resources today! Remember, there is so much more content in the Learning Center overall. The Product Learning Team’s goal is to provide you 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 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
  6. 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 and need a full and complete report of all case sizes in LOCAL DISCOVERY 7.0. Is there a utility, or report, where I can get this information? Tiffany Hudson, CSM: LOCAL DISCOVERY version 2022.7.0, includes a utility that allows you to see your footprint across all cases at once. When you run the report, you’re able to select what details you’d like to include such as: native file size image file size production image file size extracted text size The Case Details Utility gives you an at-a-glance view of your data footprint. This can be useful when considering upgrading to OPEN DISCOVERY or even for client billing purposes. For a walk-through guide on where to find and how to use this utility, check out the Case Details Utility topic on the Help Center today! Thank you, Tiffany, for your help and guidance on this great IT and billing utility! And remember, there is so much more content on the Help Center and in the Learning Center overall. The Product Learning Team’s goal is to provide you 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.  Drop us a line at trainingdept@iprotech.com if you need a hand with this or any other training-related questions you may have. 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 
  7. 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 also a card for our legacy product documentation. So, if you haven’t upgraded to the latest version, you can find older documentation in this area. Product Documentation When you click on a given card, you enter the product documentation area for the selected product. There are two ways to navigate around in the product documentation. Table of Contents: The left pane contains a table of contents. It lists headings, similar to chapters in a book, that store relevant Help topics. If you want a bird’s-eye view of what you can do in each module, click the module node in the table of contents. This takes you to a page for the module with links to key topics that relate to tasks that can be completed in the module. Search: Use the field in the top-right corner to search the contents of the product documentation you are in. Enter the search term and press enter. A display pane shows topics that contain the search terms you entered. Click on the link to go to the topic you wish to review. Where do I start? To get a crash course in using the Help Center, you can access the free Navigating the Help Center course on the IPRO Learning Center. This course walks you through the process of navigating the Help Center to find the documentation you need. If this is your first time using an IPRO product, or you need a refresher, you should review the Getting Started topics. There are three such topics, one for OPEN DISCOVERY, LOCAL, and TRIAL DIRECTOR: Get Started with OPEN DISCOVERY Get Started with LOCAL DISCOVERY Get Started with TRIAL DIRECTOR These Getting Started topics provide a comprehensive, wall-to-wall workflow for using the product. They also include visual diagrams of the overarching process, with graphics in the diagrams that are clickable. When clicked, the topic jumps you to the instructions for the step you clicked on. In the above example, when you click on step one, you advance immediately to section 1. Create a Managing Client, Client, and Case in the topic: The Help Center is designed for users who are new to IPRO as well as long-time customers who need a refresher on our products. You can follow the step-by-step procedures to complete almost any task in an IPRO product. We update it regularly and often publish updates several times a week. We look forward to continuing to grow this vital resource. Keep checking back with the Learning Experience team’s regular blog series for more information on IPRO 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.iprotech.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. 
  8. 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.
  9. 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 if you enjoy going with this flow! For complete instructions and a video walking you through process, visit our Learning Center to sign up for On a Mission: Bulk Tagging in LOCAL DISCOVERY. Just as the Learning Experience Team has your back with our Blog series, we now have Workflow Wednesday! A short, concise workflow that can increase your efficiency. Drop us a line at training@iprotech.com with workflows and guidance you would like to see. Are you interested in being “in the know” and keeping up with the Learning Experience Team? To subscribe to our blog where we publish articles about new Product Features, new content on our Learning Center, Tech Tips, and Workflows, click the “Follow” button in the top right corner of the home page.
  10. By Susanne Strong, Content Developer, IPRO Learning Experience Team Do you use Keywords in OPEN DISCOVERY? If not, you’re missing out! Keywords give you the ability to define lists of search terms and immediately find documents containing these key terms. Keyword searching is a basic text search of all indexed fields and can assist with document review. If you’re looking to get the most out of a keyword list after creating it, you can do so by exporting the list or running a report and then analyzing it. The export shows all the key terms you’ve run, with a bunch of columns you can scrutinize, including: Documents: Number of documents in the case containing at least one instance of the specified keyword. Each doc is counted once. Docs with Family: Number of documents plus their Family members. Each document within a Family is counted once. Unique docs: Number of docs containing only the listed keyword (and no other keyword). Unique Family docs: Number of docs in Families containing only the listed keyword (and no other keyword). Unique Family docs w/ Family: Number of Unique Family docs plus all their Family members (each doc within a Family is counted once). Total hits: Number of all instances of the keyword in all documents. An example of an export looks like this: Search Term(s) Status Docs Docs with Family Unique Documents Unique Family Docs Unique Family Docs w/ Family Total Hits Date Created Last Modified James Murdoch Completed 21 84 2 2 2 118 5/4/2022 10:39 5/4/2022 10:40 Jim Murdoch Completed 0 0 0 0 0 0 5/4/2022 10:39 5/4/2022 10:40 Phone Hack* Completed 139 289 39 27 33 804 5/4/2022 10:39 5/4/2022 10:40 Voicemail w/5 Hack* Completed 9 22 0 0 0 20 5/4/2022 10:39 5/4/2022 10:40 listen* w/5 voicemail Completed 0 0 0 0 0 0 5/4/2022 10:39 5/4/2022 10:40 Copyright Completed 243 427 76 64 76 1428 5/4/2022 10:39 5/4/2022 10:40 trademark Completed 105 248 9 9 9 447 5/4/2022 10:39 5/4/2022 10:40 Once you take a look at the export, you may be able to identify certain terms, such as “Copyright” that can be edited to narrow the scope of documents to be searched and analyzed in review. To do so, you can go back to your keyword list, click the pencil icon, review the Keyword Scheduling options, then click “Apply.” Then you can edit any of the key terms you’ve previously entered by clicking the pencil icon to the left of the key term, revising it, and then clicking the checkbox to the right of the term to effectuate the change. Editing a term looks like this: Thereafter, simply re-run the keyword list, by clicking Schedule Job. The keyword list tag group doc togs and fields will be updated. If you’ve selected “Auto Save Results After Processing,” all will update accordingly, otherwise, simply save your results! For more on Keywords, head to our Learning Center to check out this free On a Mission course! 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://my.ipro.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.  
  11. 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
  12. 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 and rebuild of your index to avoid potential corruption. No one wants a ghost begno! For complete instructions and a video walking you through process, visit our Learning Center to sign up for On a Mission: Deleting Records in Bulk and Best Practices in LOCAL DISCOVERY. Just as the Learning Experience Team has your back with our Blog series, we now have Workflow Wednesday! A short, concise workflow that can increase your efficiency. Drop us a line at training@iprotech.com with workflows and guidance you would like to see.
  13. By Kelly Lyons, IPRO Learning Experience Team When you first visit the Learning Center, one of the first things you may notice is the wide array of training types to choose from. IPRO recognizes that there is no single instructional style that will work best for every person and situation as everyone learns differently. We have developed our offerings accordingly, creating self-guided courses, and webinars to serve our customers’ needs. Although you might wonder what each kind of instruction entails at first, and you may be stumped on which option will work best for you or your colleagues, have no fear! The quick rundown below will provide you with the essential information you need to choose the option that works best for you, whether you determine to proceed with a particular training type or whether you ultimately choose to mix-and-match. Self-Guided Courses and Learning Paths Just as their name implies, self-guided courses and learning paths allow you to complete lessons independently, on your own time, and at your own pace. This added flexibility is a major benefit for many learners. You can squeeze in a lesson during those spare ten minutes at the end of the workday, or you can knock out a whole path in one afternoon. You can complete self-guided courses and paths from any internet-connected device, making the learning process simple and easily accessible. Moreover, these courses can be paused and later resumed at any time. The Learning Center will autosave your progress, allowing you to pick up exactly where you started from! Just keep in mind that courses do expire 60 days after the registration date. Self-guided courses can be purchased individually for $150 per person. Alternatively, you can purchase an entire user certification path for only $300 per person. Paths include several courses covering the essentials you’ll need when using the product. They also end with a User Certification Exam, allowing you to demonstrate your proficiency in the software to your company and to any prospective employers. Webinars Some students may find that webinars combine the best of both worlds, offering the freedom of self-guided training while simultaneously providing the style and structure of a live session. Webinars are recordings of past live trainings. They can be paused and later restarted at any time prior to the expiration date (again 60 days after registration). Getting Started webinars can be purchased for $300 per person, while Administrator-level webinars cost $500 per person. Administrator-level webinars even have the added bonus of serving as a prerequisite for Administrator certification! All these benefits can be achieved from the convenience of your living room whenever you have a spare moment. IPRO knows how important it is to accommodate different learning styles and needs, and we have gone the extra mile to offer several diverse and high-quality options to meet that challenge. Between self-guided instruction, and webinars, we are confident that the Learning Center will provide a resource to help you meet your goals! Keep checking out the 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, head to our online Learning Center:  https://learn.ipro.com/ IPRO’s Help Center, where you can find documentation on all IPRO products, can also be found here: https://my.ipro.com/help    If you have topics you'd like for us to cover, please feel free to comment on this post and we will incorporate your ideas into future blog posts. 
  14. By Kelly Lyons, IPRO Learning Experience Team For new IPRO customers and experienced users alike, training is key. There is always more to learn about your products, and even refresher training can be useful when it comes to keeping your skills sharp and picking up new tips. To help our clients get the most out of their products, IPRO now offers Learning Center subscriptions for our online training. These subscriptions provide in-depth access to the Learning Center, allowing users to access a variety of beneficial courses without worrying about additional costs. These subscriptions are included in every Starter/Business package, Business Plus/Elite Package, and discovery ][ Local package, but they can also be purchased a la carte. Read on for more details on how you can make the best use possible of this exciting new resource! Redeeming a Subscription Whether your subscription was included in a package purchase or purchased individually, you’ll soon receive a subscription confirmation email. This email will include a registration link that you can use to get started on your learning journey. No worries if you’re purchasing subscriptions for other users at your organization--you can just forward the emails on to them! Upon clicking the link, subscription owners will unlock a wealth of online content covering an array of IPRO products. Accessing Your Courses While subscriptions include numerous courses and offer a great bang for your buck, they don’t include all Learning Center content. Even for subscription owners, the specific content included will vary based on whether you have a Basic User or Administrator Subscription. How can you avoid confusion and easily find your courses without risking accidental charges? We’ve got you covered there! We’ve carefully developed a Subscription Plans section of the site, specially designed for subscription users. Through this section of the site, you can choose the type of content you’re looking for. If you’d like to see all content included in your subscription, you can just click on the “All Subscription Content” tile. If you’re undergoing the full onboarding process with a package, you can click on the tile for your package. After navigating through a few more subtiles, you’ll be taken to a page full of courses that are either free or included in your subscription. There’s no need to dig around to see which courses are included or to filter out paid courses. Everything is all in one convenient location! A Few Crucial Points There are a few things to keep in mind when trying to use your Learning Center subscription. Most importantly, if everything is working properly, you should never be prompted to enter your payment information. If you’re asked to pay for a course, it’s possible that your subscription link was not correctly redeemed. Conversely, you might not be signed into your account—be sure to check the top right corner of the screen to make sure that you’re logged in. Lastly, make sure that you’re viewing the correct subtile. If you’re a Basic User and you accidentally access the Administrator subtile, you’ll end up seeing many courses that aren’t included in your particular subscription. If you have any questions, we’re always happy to help. Just send us an email at training@iprotech.com and we’ll be in touch as soon as possible! We’d also recommend checking out our free course on Getting the Most Out of Your Learning Center Subscription for more information on this topic. For customers looking to train in a new product, pick up new skills, or brush up on existing knowledge, the Learning Center is an invaluable resource. Subscriptions are one of the best means possible of accessing this tool, and we hope these tips will help you use them as easily and effectively as possible! Happy Learning! For more 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   Are you interested in being “in the know” and keeping up with the Learning Experience Team? To subscribe to our blog where we publish articles about new Product Features, new content on our Learning Center, Tech Tips, and Workflows, click the “Follow” button in the top right corner of the home page.
  15. By Brittany Thaler, ACP eDiscovery Last update we brought you Review Specialist, Administrator training, and Legal Hold from ZyLAB. This time around we are bringing your one stop shop for all things searching! New to the ZyLAB platform? IPRO acquired ZyLAB in July 2021, integrating ZyLAB’s best-of-breed Legal Hold and analytics solutions directly within the IPRO governance and eDiscovery platform to provide clients with the most flexible, scalable, and powerful Electronic Discovery Reference Model (EDRM) workflow in the legal industry. The ZyLAB Legal Discovery Platform can empower your team in every aspect of legal holds, collection & processing, eDiscovery, and legal data analytics. As ZyLAB and IPRO become more integrated, our Learning Center content will grow with more and more learning opportunities to accelerate your EDRM workflow no matter where you are on the diagram! ZyLAB eDiscovery Search Series The ZyLAB eDiscovery Search Series combines various bite-sized, ready to retain nuggets of information on all aspects of ZyLAB search capabilities. Need to know just the basics? We’ve got you covered with Classic Basic Search! Need something more advanced like Booleans, advanced wildcards, and Quorum search? We have that too! With over seventeen lessons and knowledge assessments to drive home the skills, we have the perfect course for you to be a master at searching. The Learning Center In addition to the ZyLAB material, there is so much more content on 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 that 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 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
  16. An Introduction to the IPRO Learning Center Subscription Plans By Julie Badger, Director Learning Experience Last spring, IPRO launched a Learning Center to help all our customers further their understanding and use of our solutions. Since then, our team of content developers have continued to add and update Learning Center courses with updated information. When we first launched the IPRO Learning Center, customers could buy courses on a per seat basis. Access to self-guided courses and recorded webinars was time limited to a two-month access window. Today, I’m excited to announce an annual subscription model for the IPRO Learning Center, allowing longer timeframes to access to all that great content! Learning Center subscriptions also offer some significant savings on training costs. We will continue to offer options for pay-as-you go training, as we understand not everyone will need long-term access to our training courses and want all customers to feel comfortable buying only the content that meets their needs and budget. Purchasing options for Learning Center content IPRO now will offer two options for purchasing Learning Center content. 1. Our Pay-As-You-Go option allows you to buy just the courses you need on a per-seat basis. 2. Our subscription plans allow you to buy year-long access for basic users and admin (courses included differ per subscription type). Here’s a quick visual breakdown Pay-As-You-Go versus the Subscription plans. Why purchase Pay-As-You-Go? Pay-As-You-Go allows users to only buy the courses or learning paths they need now on a per seat basis. Small firms with limited budgets may find that purchasing courses/paths ad hoc via the pay-as-you-go plan is the optimal way to get staff trained on IPRO products. The price point for individual courses is low and offers access to the courses for two months. However, in the long run if firms purchase a lot of individual courses, they may end up paying more for training. Why purchase a Learning Center Subscription? For mid-sized firms or organizations that have a significant number of users, the subscription route is likely the best bet. A Basic User Subscription offers access to the Learning Center for up to 10 basic users. Courses available in this package are beginner-level courses, such as the self-guided User Certification learning path and the Getting Started recorded webinar series for your product line. For administrators, you can purchase the Admin Subscription, which provides admin access to all of the self-guided and recorded webinar courses. What if I need both Subscription and Pay-As-You-Go? But you don’t have to pick just one option for access to IPRO’s Learning Center content. You can mix our pay-as-you-go model and only purchase subscriptions strategically. For example: Basic Subscription with Pay-As-You Go for Admins: Some firms may decide that they want to buy the Basic Subscription for users and just buy the admin courses ad hoc. Admin Subscription with Pay-As-You Go Basic Users: Other firms prefer the basic user training to be purchased on a per-seat basis, but they want the Admin to have full access all year long. Subscription Plans and IPRO Cloud Tiers One major benefit of moving to the IPRO Cloud is that the Cloud packages include subscriptions. The seat count for each package is: Starter Package =10 Basic User and 1 Admin Subscriptions Business Package = 20 Basic User and 2 Admin Subscriptions Business Plus Package = 30 Basic User and 3 Admin Subscriptions Premier Package = 100 Basic User and 10 Admin Subscriptions Subscription plans are the next frontier in the IPRO Learning Experience. If you want a deeper dive view into what’s included in each course, see our free course here. We look forward to continuing to serve your learning needs in 2022. Happy Learning! For more information about tips like these, keep tuning in to our regular blog series from our 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://myipro.iprotech.com/help
  17. 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.
  18. IPRO Learning Center: Meeting the Needs of our Users By Julie Badger, Director, IPRO Learning Experience Team Today for the Learning Experience Blog, I’m interviewing Brittany Thaler, Content Developer of IPRO’s Learning Experience team, about IPRO’s Approach to Learning and how we build content that meets the needs of our users. Julie: So, Brittany, the last year has been a flurry of activity for the Learning Experience (LE) Team after having released the Learning Center to the IPRO customer community. Building a learning platform is a huge undertaking. Can you talk at a macro level about how you built your curriculum roadmap? Brittany: There has certainly been a lot going on in our Learning Experience team; it has been such an exciting year! When the idea for our Learning Center came up, we knew from the start that it needed to be something that provided value for our clients with the right information, at the right time, in the right form. In building our curriculum roadmap, we went straight to our clients: What were they looking for? What were their pain points? How were they best learning? Using that framework as our guidance, we started to build out our curriculum roadmap. Julie: Wow, that must have been a lot of work! Let’s get into the details here. What is the tactical approach that IPRO uses to build learning content, particularly self-guided learning content? Brittany: We knew we had to be methodical. With the wide variety of solutions IPRO has to offer, coupled with our amazing and vast network of clients; this wasn’t a project we could take on lightly. We knew we had to: Be user focused: deeply prioritizing our core groups of users. Be solution oriented: we needed to create protypes to present to real-world clients and collect feedback. Aspire to delight: our focus was to build a solution that met the real needs of real users, something grossly esoteric was not going to delight our client base or be useful on a daily basis. Julie: Interesting. Framing training using real-world scenarios and providing solutions for those problems can be really challenging. So often learners are overwhelmed by the details of their regular work. How do you contextualize the training to make courses and lessons more memorable? Brittany: We designed our curriculum to focus on understanding the application as it applies to real-life, not just button pushing. Teaching for understanding engages our learners to understand WHAT to do and WHY it matters. When learners have clearly articulated goals, they begin to see learning as a growing body of knowledge and skills rather than completing a series of assignments. Julie: Essentially, from what it sounds like, you’re tying process to the real world to help the information resonate and stick with the learner. Can you talk more about that? Brittany: We knew that keeping course objectives relevant and encouraging critical thinking would help information stick. Rooting around in our memory, trying to recall something is a great way to ensure that a training lesson fully absorbs. Just memorizing a fact, without understanding or context, doesn’t really tie together lessons or workflows. If content is not relevant to the learner and applicable in their daily work, learners aren’t likely to recall it. Therefore, we employ “chunking” in our self-guided learning. Chunking allows learners to tie together smaller lessons into a larger whole. The new logical WHOLE makes the smaller chunks easier to remember, and also makes it easier to contextualize the lesson in your workflow. Julie: That’s a really interesting way to build the lessons and courses. It seems like there’s a high possibility for information overload. How do you avoid that when creating new training courses? Brittany: Overwhelming a user with content is easy to do. With conceptualized lectures, in-product visuals, and hands-on activities, our content is delivered in smaller, more bite-sized quantities. This helps reduce information overload. These micro-lessons set up a better environment for our learners to succeed in finishing the course and entire learning paths as they can start, stop, and continue at their own pace. For our learners who lack time, or just need that one little bit of information that is missing, they can access our On a Mission mini courses, dedicated to particular tasks, rather than workflows and processes. We have worked hard to create the right types of content for a variety of time constraints. Julie: We know that people learn in different ways. Can you explain IPRO’s approach to meeting different learners where they are? Brittany: There are a number of different learning styles, and the Learning Center is set up to provide engaging materials for all types of learners. Auditory learners absorb information better when they are presented with a lecture styled course about the WHY. Auditory learners absorb information better when they are presented with a lecture styled course about the WHY. Visual learners need to see the functionality with someone else driving, before they start driving on their own. Kinesthetic learners need to immerse themselves in the application to really grasp the learning goal. By using different content types – PowerPoint with audio overlays, simulations, videos, and micro assessments, we appeal to the learnings styles of all our learners. Julie: Thanks for taking the time to talk about how IPRO helps customers get up and running quickly. Any tips you want to give or courses that are coming that you want to give a teaser for? Brittany: This quarter our team really focused on advanced material. We are proud to announce that we now provide on-demand recorded Administrator Training for most of our solutions. This means that you don’t have to wait around for an open session, or pay the private pricing, to gain access to the Administrator Certification Exam. Administrator Training is the prerequisite for our Administrator and Training Certificates, so it was a real priority for us to get this advanced material out and accessible for all time zones and schedules. Thank you so much for letting me share the thought process behind our Learning Center curriculum! 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. 
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