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Issue Code and Produce Documents With DocReviewPad

At the outset of your case, import all your documents into DocReviewPad, and organize them into folders for exhibits, depositions (PDF versions), etc. You may want to keep the complaint, response, and any orders at the top level of the case. Best practice is to split large page count PDFs into smaller logical document subsets before importing. During the import process you have the option to assign Bates numbers to all the exhibits, or you can leave that until later.

Begin your review by identifying issues in the case, and assigning tags and issue codes to individual pages or whole documents. Issue codes can be created and assigned at any time as you continue to review the documents.

In addition to issue codes, you can use the highlight, pen, or redact annotations, and use the notes feature to add virtual sticky notes to particular areas of a page. All these annotations are automatically saved in DocReviewPad, allowing you to find and sort through the most important documents, using your issue codes, annotations, and notes as reference points.

If you didn't apply Bates numbers when the documents were imported, you can do that before creating detailed reports, or exporting production sets for other counsel or trial. When exporting, you can include or exclude documents based on your issue codes or annotations, and a report will automatically be included to keep a record of what was exported.


Review and Annotate Transcripts With TranscriptPad

When you import deposition or trial transcripts in TXT format, TranscriptPad automatically parses the testimony so you can create page/line designations and perform lightning fast searches. You can also import deposition exhibits in PDF format for quick reference while reviewing the transcripts.

Like in DocReviewPad, the next step is to begin identifying issue codes, which can be created and assigned at any time as you continue to review the transcripts. In addition to issue codes, you can use the highlight and underline tools to identify important testimony, and even add flags with notes to any page/line designation.

All the issue codes and annotations you make will be saved by TranscriptPad. You can then create many types of reports based on your issue codes and annotations, for one transcript, one witness, or the entire case. The detail report is perfect to create transcript summaries, and includes the page and line reference as well as the actual testimony. The impeachment report exports beautifully formatted PDF slides of designations that can easily be opened and presented in TrialPad.


Organize and Present Evidence With TrialPad

After using DocReviewPad to identify important documents, you can import them into TrialPad for presentation, keeping the entire document production set available in DocReviewPad. Any pages that were assigned issue codes in DocReviewPad are automatically placed into folders in TrialPad, and all the documents are searchable by their Bates numbers. In addition to importing documents from DocReviewPad, you can also import documents and videos from various cloud storage providers.

New folders can be created in TrialPad to organize your evidence. You can create folders for documents you will use to question a particular witness, to reference relevant case law, to have impeachment slides from TranscriptPad ready to present, as well as for organizing jury instructions or verdict forms.

Use the callout, highlight, pen, and laser tools to emphasize important points as you present, making your evidence come alive for the judge and jury. The note tool allows you to create presenter notes of your questions or examination outlines, keeping you on track during a witness examination. As documents are introduced, you can easily create and assign exhibit stickers, or mark documents as admitted.

At the end of each trial day, you can run powerful evidence and presentation log reports, assisting you in creating an impeccable record for appeal.