Topics/Trial Cloud Topics

Preparing Witness Packages

Ben Wolf October 07, 2009

Identify Your Material

Create an issue for your witness, making sure it applies to documents and depositions.

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Search for exhibits to be used for the witness.

Use sorting features to order documents; by date, by exhibit numbers and so on and then add the documents to your issue.
Add the documents to the issue one at a time for a custom order.

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Create document treatments, and save them to your issue. For more info, Check out this blog post.

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Designate deposition testimony to your issue.
You can use the notes section of each designation to individually identify each clip. (See Clip CE01 below.)

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Print Your Documents

Go to the Documents tab and click on your issue to pull up your documents.

Click Select: All, then click Export >> PDF export

Check the options for Expansive (to merge documents into fewer PDF files for easier printing) and Include Cover Pages (summarizes any document coding).

Download your export and print your PDF(s).

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Print Your Designations

Go to the Depositions tab and in the Issues section, choose the Issue for your witness to pull up the depositions that you've added to your issue.

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In each deposition, Select Label Summary PDF to export your designations.

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Print Your Document Treatments

In the Treatment Export section of the Documents home page, select your Issue and click Generate PDF. You will receive notification when the PDF is ready for download.

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