Download as PDF, PPTX
Uploaded byIpro Tech
Transcript Management - Feel Empowered with Transcripts
The document outlines how to effectively use IPRO for Desktop in managing transcripts, highlighting various features such as issue coding, importing exhibits, and searching functionalities. Scenarios presented demonstrate the use of deposition digests, quick marks, and note-taking for better transcript analysis. It emphasizes the integration of exhibits and the organization of documents through workbooks to enhance legal workflows.
Transcript Management - Feel Empowered with Transcripts
- 1. Transcript Management Feeling empoweredusing transcripts in Ipro for desktop
- 2. Private and Confidential– Copyright 2020 The purpose of this session is to provide examples of how Ipro for desktop can be used when working with transcripts. Feel Empowered Using Transcripts
- 3. Private and Confidential– Copyright 2020 Scenario 1 • As a Paralegal, several of us have used and/or still use Deposition Digests and Summaries to analyze transcripts by Page:Line, and have used a highlighter and post-it notes to highlight transcript testimony. • Now, using Case Story, you can easily analyze your transcripts in ways that are much more useful.
- 4.
- 5. Private and Confidential– Copyright 2020 Issue Coding Facts Notes Quick Marks Reports Deposition Digest/Summary Redactions Edit Annotating Transcripts in Case Story
- 6. Private and Confidential– Copyright 2020 • Issue Coding • Using the Issues Applicator • Using Shortcut Keys • Quick Marks • Notes Transcripts: Annotations
- 7. Private and Confidential– Copyright 2020 Associate Fact Citations in Case Story to Transcript Testimony • Add a Fact to a Cast Member • Reporting Transcripts & Fact Citations
- 8. Private and Confidential– Copyright 2020 • Issue Reports • All Issues • Selected Issues • Transcript Testimony Include Fact Citation • By Cast Evidence • Cast Fact Reporting
- 9. Private and Confidential– Copyright 2020 Your Attorney has said he needs all exhibits referenced in the Deposition Transcripts attached to the Transcripts in Case Story. Now, you can import exhibits to Transcripts (.dvts) and code those documents with descriptions, exhibits numbers, trial exhibit numbers, and code names Scenario 2
- 10.
- 11. Private and Confidential– Copyright 2020 Attach Synchronized Exhibits to a Transcript • First, who knows the difference between Synchronized Exhibits and Linked Exhibits? Exhibits It's time to code Document Properties!
- 12. Private and Confidential– Copyright 2020 • Organize Documents by Creating Workbooks • Print Items in Workbooks along with the Issue-Coded Transcripts in Scenario #1 Workbooks
- 13. Private and Confidential– Copyright 2020 After Importing all Transcripts (in a .txt format) from your case into Case Story, and having identified Key Issues and Causes of Action, your attorney recognizes that he needs to search for Key Issues from all deponents, create cross reports, and provide those to experts. Scenario 3
- 14.
- 15. Private and Confidential– Copyright 2020 • Who uses the search features in Case Story? • Can anyone tell us the three different methods of searching? • How are they different? • Use Keyword Searching to issue codes, apply notes, and run reports Searching Transcripts for Key Terms
- 16. Private and Confidential– Copyright 2020 • Issues Associated with Facts and Transcripts • Includes Sub Issues • Fact Details • Associated with Documents Issues Explorer
- 17. Private and Confidential– Copyright 2020 •Transcripts • Issue Code • Quick Marks & Notes • Attach a Synchronized Exhibit • Code Document Properties (assign an Exhibit Number, a Trial Exhibit Number, and a Common Name) HANDS-ON: Show Time!
- 18. Private and Confidential– Copyright 2020 Additional Annotations What Other Annotations Can You Apply To Transcripts? Hint: This Annotation is used to preserve the Appellate Record If you know it, walk ME through how it's done!
- 19. Thank you! For additionalinformation on Ipro for desktop, go to iprotech.info/techshow20desktop