Trial Presentation, Summation Training - Advanced Litigation Solutions, Inc.

our Source for Summation HELP! • • • • • • •
Trial Presentation | Litigation Software Training | Case Management

Helping You Accomplish More in Less Time

How do I load documents and images into Summation™?
How do I produce documents out of Summation™?
How do I make errata sheet corrections in transcripts with Summation™?
How do I make deposition summaries in Summation™?
How do I make deposition designations for trial?
When I search the database am I searching the full text of my documents?

These are all questions lawyers and paralegals ask every day. Advanced Litigation Solutions, Inc. is here to help. We offer experienced, live training in your conference room at a per session rate (not per person). We provide in-person training to law firms all over the United States. Need remote assistance right now? Remote assistance is available at a rate of $150/hr. and may be paid by credit card.

The following is an outline of both basic and advanced Summation™ training offered by Advanced Litigation Solutions, Inc. Each class is taught by Charlene Agnew, Summation™ trainer since 1996. We will provide up to five laptops loaded with the software -- that means no setup is required by your IT staff. The cost for basic training (Transcripts and Database) is $1,500 plus travel expenses if applicable. Additional 1/2 day advanced classes are available for $750 per session plus travel expenses if applicable. Custom training manuals are provided for all participants.

iBlaze™ Basic Training Outline (Two 3-hour sessions)

Sessions may be requested in one full day (9:00am to noon; 1:00pm to 4:00pm)
-OR- two consecutive 1/2 day sessions (9:00am to noon both days)

Session One Transcripts: 3 hours

Overview of Summation iBlaze™

Navigating the Home Page
Case Explorer Tree
Public (shared) vs. Private Elements
Searchable vs. “Tools”
Advanced Toolbars with Text
Using On-Line Help (revisited throughout training)

Loading Transcripts

Load
Format
Rename
Alphabetize
Blaze

Searching Transcripts

Vocabulary List Searching
Simple Searching from the Transcript
Complex (and/or) Boolean Searching
Case Explorer Search vs. Simple Transcript Search
Printing Search Results

Working with Notes

Using Search Results to Create “Issue-Specific” Deposition Summaries
Issue Kits
Witness Kits
Follow-Up Question Designations
Errata (Correction) Sheet Designations

Using “Digests” for Pleadings

Creating Deposition Designations, Video Starts/Stops, Motions for Summary Judgment, Motions to Compel, etc.

Attaching Images to Transcripts

Creating Hyperlinks to Imaged Depo Exhibits (or to anything else!)

(Optional) RealTime

Demonstration of how RealTime is used for instant capture of deposition testimony.

Session Two Database: 3 hours

Overview of Database

Database Views: Form and Column
Database Modes: Display, Edit, Add
Working with the Form View
Working with the Column View
- Selecting and Organizing Columns
- Sorting Data using Columns
- Relabeling Columns (Use Wisely)
- Creating New Columns

Searching the Core Database

Quick Searching (single terms, phrases, OR and AND)
Subset Searching
Right-Click Searching
Complex (Connected) Boolean Searches
"Find Near Values”

Editing and Quality Control

Vocabulary List
Tally
Document Number Verify

Printing Database Reports

Setting up the Report Format
- Grid Lines
- Header/Footer
- Print Preview
Saving and Retrieving Multiple Formats

Working with Images

Images vs. Full Text (OCR)
Viewing Column/Image Layout

Adding New Records to the Database

(Options)

Overview of Briefcasing and Production Tools

Overview of Tagging and Foldering Features

Advanced Summation™ Training Topics

Advanced training is customizable to your needs. You may choose any of the topics below or create your own outline according to your needs.

DII Files - Advanced Option 1 – (3 hours)

q       Loading images from a DII file
q       Definition and anatomy of a DII file
q       Understanding the ImgInfo Table
q       Image paths for network vs. laptop images

Production Sets and Briefcasing - Advanced Option 2 – (3 hours)

q       Document Review Procedures
q       Creating Production Sets
q       Understanding ProdNo, ProdIDs fields
q       Briefcasing
q       Excluding Privileged Documents

CopyCase - Advanced Option 3 – (1-½ hours)

q       CopyCase and Merge Database features
q       Moving a case from the network to a laptop and back again
q       This is most effective through live example. If you have a case thatneeds to be
     copied to a laptop, we can get real work done while learning.

Administrator Console - Advanced Option 4 – (variable 1-½ to 3 hours)

q Admin Console and Security – customizable to your specifications.

“Ask Charlene” Lunch Sessions – Advanced Option 5 (1 to 1-½ hours)

q Gather your questions and ask Charlene anything you need to know.
q Great for attorney overviews