Build a solid foundation.
Learn case setup, templates, document ingestion, and the review tools your team needs to begin working with confidence.
Local Discovery training
Live instruction built around the tasks your team needs to accomplish.
Live training
Start with the task
you need to accomplish.
New team members, unfamiliar features, or a case that needs attention. Training connects the software to your actual work.
Focus on what you need.
Work through searching, tagging, productions, administrative tasks, or a specific workflow that has been slowing you down.
Bring your team.
Live remote sessions can be divided into shorter segments with time to practice between them. Onsite training is also available.
Training topics
From the first import
to the next proceeding.
Choose the areas relevant to your software version and your team’s responsibilities. Sessions can use your materials or practice data.
Case setup & ingestion
Environment prerequisites, security, database templates, case management, images, native files, and load-file imports.
Review & searching
Document review, interface customization, tagging, search workflows, document history, and record-level data entry.
Production & administration
Production workflows, administrative utilities, and the publish, print, and scan modules relevant to your installation.
Trial Director & Case Story
Prepare materials for Trial Director and Case Story, with instruction connecting review to exhibit preparation and presentation.