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What’s in Your Workflow?

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What tools/applications are you using to get data from collection to winning your case? Let’s have a chat amongst industry peers for managing your data and which tools make your team more efficient.

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What’s in Your Workflow?

  1. 1. What’s in your workflow? What tools/applications are you using to get data from collection to winning your case?
  2. 2. Private and Confidential – Copyright 2020 What tools/applications are you using to get data from collection to win your case? Let’s have a chat amongst industry peers for managing your data and which tools make your team more efficient. What do you use for data collection?
  3. 3. Private and Confidential – Copyright 2020 • Where does your data come from? • How do you get it? • How do you track it? • Tracking media - Media Manager, Excel Tracking, Access db? • Once you have it, what do you do with it? • Do you use Tree Size, icovert? Etc to establish what you have? • Data manipulation prior to importing or ingestion? • What do you do when you receive a HD full of PST Files? • What steps do you take when you receive a 10,000 page pdf file? How are you managing your data during and after collection?
  4. 4. Private and Confidential – Copyright 2020 • Data manipulation prior to importing or ingestion? • What applications do you use to manipulate files? • Any Ipro users still using classic applications? • What load files are you receiving or creating • Using iconvert to manipulate – Electronic File Report, image verification utility. Load File Manipulation/Editing – Ultra Edit, Notepad ++, iconvert, Formats? Field Naming/matching issues? How are you managing your data during and after collection?
  5. 5. Private and Confidential – Copyright 2020 • Data Imports – Defining fields used for your case, utilizing templates from prior cases? • Exception handling • Broken PST – what do you do? • Password protected files Now you know what you have, what do you do with it?
  6. 6. Private and Confidential – Copyright 2020 • Using Analytics, relying on Attorney feedback are they emailing you a search term list to import? Using Batching? How do you approach data organization or searching?
  7. 7. Private and Confidential – Copyright 2020 • Verify/QC of Productions? • Doc counts in load files • How are you transferring Data? • FTP, Physical Media Exports/Productions
  8. 8. Thank you! For additional information on Ipro for enterprise, go to iprotech.info/techshow20enterprise

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