What do you don’t have access to your firm’s network to present your TrialDirector case? This session covers the ins and outs of TrialDirector’s networking capabilities including how to ensure you have copy of your case for court.

1. Diving Deeper with TD360
Network and Non-Network Cases

2. Confused on TrialDirector 360’s network options or how to
handle the ability to no longer access your server when
heading to the courtroom? This session will cover the Ins and
Outs of TrialDirector 360’s networking capabilities, along with
successful workflows to take your case to court.
Session Intro

3. Benefits of a
Network Case

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• Collaboration with team members
• Sharing the workload
• Another pair of eyes to review
completed work (QC)
Multiple User Access

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• Changes that are made to the case are written back
to the database
• By default, a “Data Sync” case will check for updates
every 20 seconds
• White "bell" icon notifies users to refresh the case
with the most up-to-date changes
Sync New Changes in Case

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Full Access/No Restrictions
• No need to setup user permissions or
roles within the software
• An invited team member has full
access and functionalities within case
Benefits of a Network Case

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• Create a new case
• Enable Data-Sync
• Add items to the case
Creating a Data-Sync Case
Benefits of a Network Case – Hands On

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Ability to Bring Case Local
Benefits of a Network Case
Data stored in
Network Location
Data Stored on
Local Drive
Courtroom
Presentation

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Benefits of a Network Case
• Not required to stay connected to network
• Ability to access case without having internet
connection
• Easily synchronize changes between local and
network case
• Work from home without VPN access, avoid slow
speed connections
• TD6 Users - Pack-N-Go no more!
Stored Local Case

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Scenario: You are to work on the case over the weekend and will
not have access to the network. No problem! Bring the Case Data
Local and easily reconnect when back to work.
• In Case Manager, open the Data Sync case and select BRING
CASE DATA LOCAL in the Case Details window
• Upon selecting the local case location, make sure the location is
accessible when not connected to network
• Select FETCH to bring case to local; make sure to disconnect
after you receive the COMPLETE window
• Upon reconnecting to network, the changes made between the
local/network cases are automatically synchronized and no
manual steps are needed to update
Benefits of a Network Case – Hands On
Bring Case Data Local

11. Non-Network Case

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• Single user controls the case
• Avoid server latency issues
• Firms without server infrastructure
• 3rd Party Vendor
Benefits of a Non-Network Case

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Import/Export a Case
• Easily move and update cases from one
system to another
• Good source of backup/archival
• Bring Case Data Local vs. Import/Export
• Gone are the days of the TD6 Pack-N-Go

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Scenario: It is the end of a trial day and you
need to update the backup system’s TD360
database with the new exhibits, as well as image
mark-ups. No worries, updating your back-up
laptop is as easy as 1-2-3.
1. Within Case Manager, highlight the case to be
exported and select EXPORT CASE
2. Within Case Manager, highlight the same case and
remove before importing
3. Once removed, select IMPORT CASE to load
Exported case into TD360
Non-Network Case – Hands On
Export/Import a Case

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