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Organizing Your Nextpoint Account

Nextpoint contains four basic levels of hierarchy for storing data. We’ll start at the top and work our way down.


Account

This is the highest-level view, where a client can view all existing cases for billing and administrative purposes. Administrators can access it by clicking the drop-down menu at the top left of their screen and clicking "Manage Account".

Note: Nextpoint users can now view basic statistics for each case in addition to their whole account. To do this, navigate to the Summary tab on your Account Dashboard and select a case from the drop-down menu to the right of the date range picker.

 


Case

A case is a group of related databases, accessible on the Cases tab of the Account view. Usually, our law clients will organize all of their databases for a particular legal matter under a case, giving it a name like Wayne v. Sullivan. Depending on your subscription plan, there may be a limit on the number of cases you can open without upgrading.

 

 


Database

A database is a workspace of related folders, documents and features that pertain to a specific stage of discovery. Databases can be selected on the drop-down menu at the top left of the screen, and Nextpoint users can create as many as desired without any additional fees.

 

There are two types of databases.

  • Review database: A workspace suited for imaging documents and reviewing them for relevancy.

  • Prep database: A workspace suited for marking up, organizing and presenting reviewed documents as evidence.

Each time you create a new database, you’ll need to assign it to an existing case or create a new one.

In addition to separating different stages of eDiscovery in their own databases, you can create multiple databases for each stage. For example, you might create a separate review database for expert witnesses so they’re unable to see your team’s coding decisions.

 


Folder

Used to organize review databases, the folder is the most basic method of segmenting data in Nextpoint.

Access to folders can be limited by administrators so lower-level users only see the folders that are assigned to them. This gives administrators control over maintaining privilege.

 


For Existing Nextpoint Clients:

Q: How does case-level organization change how my previously uploaded documents are organized? When Nextpoint added case-level organization, you may have noticed that all your existing databases were placed inside their own case. You can change which databases are assigned to specific cases on the Account Settings screen.

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