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TACTICAL CLASSES

Class Name Description Sample Applications
Creating Witness Files Using Summation Case Organizer Learn techniques to prepare a Witness kit using the Case Organizer feature of Summation. Summation
Creating a Terms Outline for Negotiation Sessions Learn to use the outlining tools in order to create a terms outline with links to external spreadsheets to handle financial aspects of a negotiation. MS Word, Excel, CaseMap
Creating an Outline of Deposition Discussion Items Learn to use outlining tools to prepare for a deposition while linking key outline elements to relevant supporting documents. MS Word, CaseMap
Creating a Deal Book with Hyperlinks to Supporting Documents Learn to use various object linking and embedding tools to link supporting documents to various sections of a main deal document. MS Word, MS Excel
Creating Multiple Court Filings in Multi-Plaintiff, Multi-Case Litigation Explore the use of database and word processing software to perform simple document assembly for variable plaintiff data to expedite filing documents. MS Word, MS Access
Preparing An Estimate of Attorney Fees for a Special Project Use spreadsheets and project management software to estimate and manage attorney fees from the start of a matter. Also use the same resources for tracking associated performance. MS Excel, MS Project
Adding Demonstrative Graphics to a Legal Brief Practice the appropriate uses of various graphics products when linked or embedded in a legal brief to add clarity to complex content. MS PowerPoint, Visio, MS Excel, MS Word
Preparing an Outline of Issues, Facts, and Responsiveness Codes for a Litigation Matter Explore uses of outlining tools and databases to track the subjective elements of a case. MS Word; Case Map; Virtual Partner; Summation
Preparing Scalable Case Chronologies Set up tables of chronology documents in a format to enable seamless importing into comprehensive document databases in cases where the volume of documents increases. MS Word
Collaborative Document Construction Explore the use of collaboration tools built into word processors with associated processes. MS Word
Removing Metadata and Securing Documents Prior to Production Prepare electronic documents for production in electronic form by removing privileged or irrelevant elements from metadata. Also explore procedures for securing the contents of the documents as produced to minimize the possibly of compromising document integrity. MS Word, MS Excel, MS PowerPoint
Reviewing Metadata in MS Word Documents Produced by the Opposing Party Explore readily available tools for reviewing file level and application level metadata in produced documents MS Word; MS Explorer; Dos Editor; Notepad; File Properties
Performing a Damage Analysis with Excel Use spreadsheet tools to capture and analyze various approaches to calculating damages, making settlement proposals, and negotiating variable elements. MS Excel
Trial Presentation Techniques Multimedia presentation in the courtroom and Synchronizing video and transcript. Sanction

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