Do you have basic knowledge of TrialDirector? Ready to try your knowledge out in the Hot Seat? This session applies your previous knowledge and shows you how to prepare properly as well as think quickly on your feet as you sharpen your skills in the hot seat.

1. TrialDirector 360
Taking the Heat out of the Hot
Seat

2. By proactively preparing for trial, you can handle that
inevitable request when you are in the Hot Seat.
Avoid the Rush

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Sam is notified that his case is going to
trial; this will be his first trial. He pings
his mentor, Pam, a seasoned trial vet,
with questions.
What advice might Pam give to Sam?
Scenario

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Contact/visit the courtroom before trial
• Confirm court requirements restrictions
• Understand courtroom layout and court personnel
• Access hardware/software needed
Pam’s Advice: “Have your ducks in a row before Trial”
Pre-Trial Logistics

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Pam’s Advice:“Set yourself up for Success”
Set your TrialDirector 360 case
simple and accessible
• Simple Naming conventions
• Utilize other ID field properties for complexed
Doc IDs
• Apply descriptions & common names when
necessary to support quick database searches

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Let’s assign the following Item
Properties to the documents in our
database:
• Trial Exhibit Number
• Exhibit Number
• Common Name
Let’s try It.

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How are we presenting?
• Tools being used: Boards, PPT, TD360,
ELMO
• Establish a common language with the
attorney
• Review attorney’s outline or build your
own if not available
• Make sure attorney understands
presentation abilities as well as limitations
Pam’s Advice
“Make sure everyone on the team is on the same page”
Communication is Key

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Practice, Practice, Practice!
• Call up documents/clips
• Navigate multi-page docs
• Annotation Tools
• Zones
• Hotkeys
• Snapshots
Pam’s Advice:“Know Your Tool!”

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Exercise: Call up documents/clips
“Please pull up
exhibit 7”
“Please pull up
clip RS01”

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Exercise: Navigate multi-page docs
“Please go to
page 4 of
Exhibit 1”

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Exercise: Annotation Tools
“Can you blow up the
first paragraph of Exhibit
1 and highlight the
address within it?”

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Exercise: Zones “Move Exhibit 7 to
the left side so we
can compare it to
Exhibit 9 on the
right.”

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Exercise: Snapshots “Create a Snapshot
of Exhibit 1 with the
first paragraph
called out.”

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Exercise: Hotkeys & Shortcuts
Ctrl + Right Click
Alt + P
Double Right Click
Alt + E
-SG
-AD
Ctrl + Tab
Remove Single Annotation
Play/Pause Multimedia
Projection Zoom
Remove All Annotations
Skip Segment
Admit Exhibit
Change Clip Layout

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What other advice would you give Sam?

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And the Winner Is…….
Follow tasks listed below. When each task is completed, create a snapshot and move onto
the next task. Once you created the last snapshot, raise your hand to get your work checked.
Winner gets a prize!
Task #1: Call up Exhibit 1 and highlight the first paragraph starting with
"Spills Program letter..." and project out the highlighted paragraph.
Task #2: In Zone 1, call up Exhibit 5. In Zone 2, call up Exhibit 10. Project
out the Annual Installments table on Exhibit 5.
Task #3: Call up Exhibit 21 on the right and the RS01 clip on the left. Go
to page 4 of exhibit 21 and project out the entire Piracy line to include
all columns of information. Highlight the Grand Total value within the
projection.

17. Thank you!
For additional information on TrialDirector 360, go to
iprotech.info/techshow20TD360