The document discusses creating consistent yet flexible workflows for desktop document review. It provides examples of different case definition options and considerations for case settings, tag groups, and production templates for various practice groups. The purpose is to help administrators standardize processes while allowing for the needs of different cases and law firms. Attendees are guided through hands-on exercises for creating a case, case coding set, and production template to develop their own functional workflows.

1. Consistent Flexibility
Creating and Managing your
Desktop Workflows

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The purpose of this session is to aid Administrators in the process of
creating best practices and workflows for their environment.
Creating standardized workflows yet maintaining flexibility in these
processes are key as practices, groups, and cases differ.
Administrators will leave the session with notes to take back and
create functional workflows.
Consistent Flexibility

3. Knowing Your
Audience

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Do you have a workflow in place for case creation?
• If so, do you have ones for different practice groups?
• If not, how does your firm function?
Have you ever had to defend your ingestion, review, or
production practices?
• If so, what was that like?
Audience Participation

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• In the Case Management Module, select “Create Case”.
• A Client has already been created for us, so we will just use
that for now.
• What is your firm case naming convention? Use that format to
name your case. The Client will be the Plaintiff, and be
creative in naming a Defendant. In re [Client] works too.
• Option to add a Matter Number
Let’s Get Started

6. How Data Arrives

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Case Definitions
Copy from Existing Case
Load from Case Definition File
Load fields from Data Load File
Use Default Template
Use Native File Ingestion Template
1
2
3
4
5

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• Which Case Definition do you use?
• What are the differences between the
five options?
Audience Participation

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Consider this:
• What are some of the tags and redaction types your
firm uses?
• What case settings do you prefer (Doc vs Page Tagging,
History Tracking, Date format, etc.)
Administration Module
The Administration Module allows you to edit your case post creation.

10. Skills Drill

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You have just been assigned to
create a case in Ipro for desktop for
a new client “Sweet Cold Brew
Coffee Shop”. Sweet Cold Brew is
alleging a breach of contract claim
against vendor Silly Straw
Company.
To Do:
• Add a Client
• Add a Case
• Use a Template or Native File Ingestion?
• Need additional fields?
• What Tag Groups/Tags should you
create?
• Add to the redaction palette?
• What about coding forms?
Skills Drill

12. Productions &
Protocols

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Who has a standardized ESI Proposed Draft Order for their
practice groups?
• How many attorneys actually take this to the meet & confer?
• Does it get used by the firm?
• What changes are being made by opposing parties?
Audience Participation – Wake up; Eat Candy.

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Items to consider:
Create a Template
File Type
Output
Load File
Output
Data Fields Tags for
Endorsements
Bates Ranges

15. Consistency
doesn’t mean Rigid

16. Skills Drill

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Create a CSE for the MedMal
Practice Group
• Needs:
• Gets large PDFs that contain
confidential, public record, and
Protective Order pages.
• Atty Comments, Expert Review, Nurse
Consultant Comments, and Produced
When/By fields
• Doesn’t utilize Coding Forms but runs
the following searches for each case:
• Contains “Error”
• Contains “MRI”
Create a Production Template for
the Insurance Defense Group
• Needs:
• Natives and Images to be produced,
but no native when Image is redacted.
• No OCR produced
• No Load Files, on Multi-Page PDFs
named via Starting ProdBegNo
• ProdBegNo, EndNo, etc fields written
to the database.
• All productions to have a stamp in the
top center stating “Subject to
Protective Order” in red.
Skills Drill

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Who has updated their Ipro
for desktop to the most
recent release?
Audience Participation – Last One!

19. Thank you!
For additional information on Ipro for desktop, go to
iprotech.info/techshow20desktop