Switching Gears in Relativity: Post-Discovery Best Practices
Columbus User Group Switching Gears in Relativity: Post-Discovery Best Practices
© kCura LLC. All rights reserved.
How does a user group work •
You, the community, drive the user group’s topics and conversation
•
kCura is here to moderate the conversation
•
The more you put into the meetings the more you get out
•
Surveys will go out at the end of each meeting, please fill them out!
© kCura LLC. All rights reserved.
Agenda – Post Discovery Workflows •
Post Discovery Workflow Ideas – Melissa Saniter
•
Relativity Mobile – Jason Parr
© kCura LLC. All rights reserved.
What’s Next after the Productions
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination
© kCura LLC. All rights reserved.
Document Unitization
© kCura LLC. All rights reserved.
Document Unitization
© kCura LLC. All rights reserved.
Document Unitization
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination • Master Database Folder and sub folders for exhibits – Or export and reimport into secured folder
© kCura LLC. All rights reserved.
Folder Your Trial Exhibits Demo
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination • Master Database Folder and sub folders for admitted exhibits – Or export and reimport into secured folder • Fact Manager to organize the relevant facts, issues, people, questions and documents for trial. © kCura LLC. All rights reserved.
Fact Manager Demo
© kCura LLC. All rights reserved.
Fact Manager - Timeline
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination • Master Database Folder and sub folders for admitted exhibits – Or export and reimport into secured folder • Fact Manager to organize the relevant facts, issues, people, questions and documents for trial. © kCura LLC. All rights reserved.
Relativity Ecosystem
https://www.kcura.com/relativity/ediscovery-resources/ecosystem/ © kCura LLC. All rights reserved.
Ecosystem Options • Everchron
• Opus2 • ThreadKM
© kCura LLC. All rights reserved.
Mobile
© kCura LLC. All rights reserved.
Relativity Binders Learnings • Binders was conceived as a “digital briefcase” for partners to access documents on the go. Work product followed the user and didn’t sync to the Relativity database.
• Litigation projects are highly collaborative and attorneys need work product on mobile to reflect in Relativity so the case team can act on key decisions. • Attorneys want a lightweight version of Relativity on their iPads. © kCura LLC. All rights reserved.
We’ve listened to our customers • Separate application from Relativity Binders in the iTunes App Store • Mobile access to document lists and layouts from the workspace • View and code documents with all work instantly reflected in Relativity for the case team to act on
© kCura LLC. All rights reserved.
Mobile Demo
Demo
© 2016 kCura LLC. All rights reserved.
Mobile Use Cases • Witness/deposition/trial preparation
• Hot Document Review • Privilege Review • Chronology/key event research & tagging • QC Review • Off-hour admin tasks from your phone
© kCura LLC. All rights reserved.
What’s Next? • Advanced searching capabilities
• Persistent Highlights • Offline (read-only) support • Fact Manager integration • Administer Relativity via mobile • Support for more devices and operating systems
© kCura LLC. All rights reserved.
Questions?
© kCura LLC. All rights reserved.
Thank You!
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
How does a user group work •
You, the community, drive the user group’s topics and conversation
•
kCura is here to moderate the conversation
•
The more you put into the meetings the more you get out
•
Surveys will go out at the end of each meeting, please fill them out!
© kCura LLC. All rights reserved.
Agenda – Post Discovery Workflows •
Post Discovery Workflow Ideas – Melissa Saniter
•
Relativity Mobile – Jason Parr
© kCura LLC. All rights reserved.
What’s Next after the Productions
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination
© kCura LLC. All rights reserved.
Document Unitization
© kCura LLC. All rights reserved.
Document Unitization
© kCura LLC. All rights reserved.
Document Unitization
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination • Master Database Folder and sub folders for exhibits – Or export and reimport into secured folder
© kCura LLC. All rights reserved.
Folder Your Trial Exhibits Demo
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination • Master Database Folder and sub folders for admitted exhibits – Or export and reimport into secured folder • Fact Manager to organize the relevant facts, issues, people, questions and documents for trial. © kCura LLC. All rights reserved.
Fact Manager Demo
© kCura LLC. All rights reserved.
Fact Manager - Timeline
© kCura LLC. All rights reserved.
Exhibit Tracking and Trial Preparation • Central Repository for Exhibits • Document Utilities tool to change pagination • Master Database Folder and sub folders for admitted exhibits – Or export and reimport into secured folder • Fact Manager to organize the relevant facts, issues, people, questions and documents for trial. © kCura LLC. All rights reserved.
Relativity Ecosystem
https://www.kcura.com/relativity/ediscovery-resources/ecosystem/ © kCura LLC. All rights reserved.
Ecosystem Options • Everchron
• Opus2 • ThreadKM
© kCura LLC. All rights reserved.
Mobile
© kCura LLC. All rights reserved.
Relativity Binders Learnings • Binders was conceived as a “digital briefcase” for partners to access documents on the go. Work product followed the user and didn’t sync to the Relativity database.
• Litigation projects are highly collaborative and attorneys need work product on mobile to reflect in Relativity so the case team can act on key decisions. • Attorneys want a lightweight version of Relativity on their iPads. © kCura LLC. All rights reserved.
We’ve listened to our customers • Separate application from Relativity Binders in the iTunes App Store • Mobile access to document lists and layouts from the workspace • View and code documents with all work instantly reflected in Relativity for the case team to act on
© kCura LLC. All rights reserved.
Mobile Demo
Demo
© 2016 kCura LLC. All rights reserved.
Mobile Use Cases • Witness/deposition/trial preparation
• Hot Document Review • Privilege Review • Chronology/key event research & tagging • QC Review • Off-hour admin tasks from your phone
© kCura LLC. All rights reserved.
What’s Next? • Advanced searching capabilities
• Persistent Highlights • Offline (read-only) support • Fact Manager integration • Administer Relativity via mobile • Support for more devices and operating systems
© kCura LLC. All rights reserved.
Questions?
© kCura LLC. All rights reserved.
Thank You!
© kCura LLC. All rights reserved.
