This document discusses tools and workflows for managing electronic data in legal cases. It asks participants to share which tools they use for data collection, tracking, manipulation, importing, searching, and producing discovery. Common tools mentioned include Media Manager, Excel, Access, Tree Size, Icovert, Ultra Edit, Notepad++, and analytics software. The document aims to facilitate discussion among industry peers about best practices for efficiently handling electronic data from collection through case completion.

1. What’s in your workflow?
What tools/applications are you using to
get data from collection to winning your
case?

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What tools/applications are you using to get data from
collection to win your case? Let’s have a chat amongst
industry peers for managing your data and which tools
make your team more efficient.
What do you use for data collection?

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• Where does your data come
from?
• How do you get it?
• How do you track it?
• Tracking media - Media Manager, Excel
Tracking, Access db?
• Once you have it, what do you
do with it?
• Do you use Tree Size, icovert? Etc to
establish what you have?
• Data manipulation prior to
importing or ingestion?
• What do you do when you receive a HD
full of PST Files?
• What steps do you take when you
receive a 10,000 page pdf file?
How are you managing your data during and
after collection?

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• Data manipulation prior to importing or ingestion?
• What applications do you use to manipulate files?
• Any Ipro users still using classic applications?
• What load files are you receiving or creating
• Using iconvert to manipulate – Electronic File Report, image verification utility. Load File
Manipulation/Editing – Ultra Edit, Notepad ++, iconvert, Formats? Field Naming/matching
issues?
How are you managing your data during and
after collection?

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• Data Imports – Defining fields
used for your case, utilizing
templates from prior cases?
• Exception handling
• Broken PST – what do you do?
• Password protected files
Now you know what you have, what do you do
with it?

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• Using Analytics, relying on Attorney feedback are they emailing you a search
term list to import? Using Batching?
How do you approach data organization or
searching?

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• Verify/QC of Productions?
• Doc counts in load files
• How are you transferring Data?
• FTP, Physical Media
Exports/Productions

8. Thank you!
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