Richard is preparing a new document review case for their firm. They will customize the database layout, tag palette, and coding form. They will also identify and assign tags to a privilege report. Next, they will add redaction categories, persistent highlighting, and a pick list. Then, they will run searches and tally functions to analyze the data and bulk tag documents. Finally, they will batch out documents for the review team and check out a review pass for tagging.

1. On Cruise Control:
Making it Easy on your
Reviewers.

2. Private and Confidential – Copyright 2019
Charting a Course
Preparation is key when it comes to the open seas, and its no different with Review.
Our goal today is to explore the how preparation and setup strategy can ensure our
reviewers have the easiest and most cost effective experience with Document Review.
What to Expect –
• Multiple Hands-on exercises using Ipro Desktop Review
• Discussion and Q&A between each scenario

3. Private and Confidential – Copyright 2019
Let’s Head to: Review

4. Scenario 1

5. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
The Start of a case….
You are Richard, the Review Manager at your firm. You just received notice there is a brand
new matter that will need to be setup and organized for the review team.
The data has already been processed and loaded by the Litigation Support Team, and they just
notified you that it is ready. Your job is to go in and customize the database to allow for as
much ease of use as possible for your team.
First, you need to complete the following:
• Customized layout
• Tag palette with review tags and rules
• Coding Form
• Identify and assign tags to the privilege report

6. Scenario 2

7. Private and Confidential – Copyright 2019
Next Steps
Richard plans to further customize items in the case for
the review team. Let’s add the following:
 Redaction categories
 Persistent highlighting
 Pick list

8. Scenario 3

9. Private and Confidential – Copyright 2019
Search, Analysis, and ECA
Richard just learned the review team has a very limited
set of time to review. In order to prioritize the review,
we’re going to do the following:
 Utilize the tally function to get a better
understanding of the data
 Run some searches to do some early case
assessment and analyze the results
 Bulk tag documents to be used for review
 Setup a saved search in preparation for the review
pass

10. Scenario 4

11. Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Batching Documents
Richard is now ready to batch out documents for the
review team.
Let’s walk through batching out our documents, and
then confirm we can check out a review pass to start
reviewing and tagging documents.

12. Thank you for
joining us!