Summation Educational Track

S-01 Summation Overview (2 hours)
This conceptual overview, conducted in demonstration mode, examines Summation's basic operations. A great starting point for law firm's who want to learn how to utilize automated litigation support technology to gain a strategic advantage over the opposition. This seminar discusses how to more effectively manage both electronic and paper evidence, as well as deposition testimony.

S-02 Introduction to Summation (4 hours)
This course is designed for legal personnel who wish to gain a working knowledge of how to search, sort and manipulate both database and full-text information. This course covers the following topics:

• Overview of Summation
• Selecting a Case
• Case Explorer
• Working with Layouts
• Searching the Database
• Sorting the Database
• Printing Reports
• Viewing, Manipulating and Printing Images
• Using the Tally Feature
• Selecting a Transcript
• Searching an Individual Transcript
• Annotating a Transcript
• Generating Annotation Reports
• Searching Multiple / All Transcripts
• Performing an Integrated Search (database and full-text)

S-02A Introduction to Summation - Document Management (2 hours)
This course is designed for the legal team who needs a quick introduction to working with Summation's database and image modules. If you need to learn the basics of searching and finding documents, this course is for you.

• Overview of Summation
• Selecting a Case
• Case Explorer
• Working with Layouts
• Searching the Database
• Printing Reports
• Viewing, Manipulating and Printing Images
• Using the Tally Feature
• Sorting the Database
  

S-02B Introduction to Summation - Transcript Management (2 hours)
This course is designed for the legal team who needs a quick introduction to working with Summation for reviewing and annotating deposition transcripts. A great starter course to introduce litigators to the benefits of technology.

• Overview of Summation
• Selecting a Case
• Case Explorer
• Working with Layouts
• Selecting a Transcript
• Searching an Individual Transcript
• Annotating a Transcript
• Generating Annotation Reports
• Searching Multiple / All Transcripts

S-03 Intermediate Summation - Level I (4 hours)
This course is geared towards attorneys, legal assistants, case clerks and litigation support and information management personnel. Attendees must have a basic understanding of Summation's database module. An ideal course for the "power user" who wants to become proficient with more advanced database concepts. This course covers the following topics:

• Creating a Case
• Advanced Search Techniques
• Saving Searches
• Adding / Editing Document Summaries
• Data Entry Techniques and Exercises
• Saving Columnar Formats
• Using Summation's Tally Feature for Data Conformity
• Search and Replace
• Working with the ocrBase
• Creating & Printing Reports
• Marking Summaries
• Saving Report Formats

S-04 Intermediate Summation - Level II (4 hours)
This course is designed for the legal team who wants to use Summation to review and produce paper and electronic evidence in litigation. Attendees must have a basic understanding of Summation's database module. This course covers the following topics:

• Database Review for Responsive / Privilege
• Redacting Images
• Production Tools
• Briefcase & Export Feature
• E-Discovery Pleadings
• Advanced Case Explorer Options

S-05 Advanced Summation (4 hours)
This four-hour course is intended for information management professionals, legal assistants and anyone else who is responsible for supporting or maintaining Summation. It covers the following topics:

• Database Utilities - Check, Pack and Blaze
• Configuring the Defaults Menu
• Designing a Database
• Form Field Validation and Attributes
• Modifying Database Structure
• Understanding Your Data's Directory Structure