Nextpoint New User Guide

Estimated reading time: 10-15 mins


Section I: Getting Started in Nextpoint


Account Setup



When you sign up with Nextpoint, we’ll set up your account and a database for your first case.

The first users you identified before signing your contract will receive invites to the shared Nextpoint training database, where they can view Nextpoint documentation and get a sense of how the interface works. (Note: Several key Nextpoint features are not available in the training database. To import and code documents, users must be invited to another database and given Standard access or higher.)

All Nextpoint users start with at least one hour of free training. Subscription plans may include significantly more. This training credit can be used to schedule a project kick-off call (highly recommended), data strategy assessment or personal instruction on any part of the software.

Remember, we also have plenty of free training documentation and videos in the Nextpoint Help Center.


Project Kickoff

With very few exceptions, we recommend using your training credit to schedule a one-hour project kickoff call with the case team or lead case team.

These calls allow us to assess your upcoming needs and deliver a comprehensive budget estimate that accounts for all data import and service hour costs. It’s the single most effective step you can take to prevent unexpected cost overruns down the road.

The project kickoff call is especially critical for first-time Nextpoint users. The more we learn about your firm early on, the more accurately we’ll be able to recommend process improvements that are most likely to save you significant time and labor costs.

If you decide to forgo the kickoff call, please read Section II: Setting Your Case Up for Success carefully before importing any data.


Data Transfer and Import



Users can import data into Nextpoint three different ways:

  1. Drag-and-drop individual files for direct processing into Nextpoint.

  2. Upload multiple files to your Nextpoint File Room, where you can process them into Nextpoint.

  3. Ask our data team to manage the processing, either by moving it from your File Room or physically mailing it to us.

Detailed instructions for all three import methods can be found here.


Learning Opportunities for Beginners

Product Documentation

Bookmark the Nextpoint Help Center and use it as your first resource for any product-related questions. It’s packed with step-by-step guides to Nextpoint’s features and common workflows, as well as answers to frequently asked questions.

Training Videos

You can also watch webinars detailing many Nextpoint workflows and features, as well as more broad eDiscovery concepts, in the Nextpoint Help Center.

Nextpoint Training Database

When you’re new to the software, we encourage you to look up workflows and program features you’re curious about in the Nextpoint Help Center and view them yourself in the Nextpoint training database. This database also contains documents that will help you learn the software.

(Please note that new users are added to the training database with Basic access permissions, and cannot view the Settings tab or code the shared training documents. To test out all of Nextpoint’s capabilities, create a new case of your own.)

Remote and On-Site Training

Our Client Success team is happy to schedule a training session on the topic of your choice. You can use any training credit included in your plan, or pay a predetermined fee based on the length of the session and our hourly services rate. To schedule a training, please fill out this form.


Section II: Setting Your Case Up for Success 


Establishing Ground Rules with Opposing Counsel

Rule 26(f) of the Federal Rules of Civil Procedure mandates that parties to a litigation must negotiate the terms of discovery in a process that’s often referred to as a meet-and-confer. When digital collections are involved, subtle differences in these terms can have an enormous impact on your review burden and the cost of eDiscovery.

To help attorneys navigate this process, we’ve created a free “Winning the Meet-and-Confer” guide that includes:

  • A checklist of what to bring to your meet-and-confer
  • Common production specifications for eDiscovery data
  • A tool for estimating the page count of your data

You can also watch a webinar on this topic here.


Building a Smart Data Strategy

When your custodians have large or complex sets of data, technology experts can often identify unnecessary eDiscovery expenses before they arise. By consulting our Data Strategy team—a cross-functional group with both legal and technology expertise—you may be able to significantly reduce your review burden or make other eDiscovery steps more efficient.

Information on specific advantages of consulting with Nextpoint’s Data Strategy team early in your case is available in this PDF.


Planning Your Review

The high labor costs of reviewing many pages of data often make document review the most expensive part of eDiscovery. Staying organized and communicative can save you lots of time and money.

This recorded webinar offers an excellent primer on how to set yourself up for an efficient review process. (Discussion of review planning begins at the 18:06 mark.)


Scaling Up Your Litigation Support

Feeling overwhelmed by a litigation technology task or deadline? Our Client Success team of skilled litigation support professionals can collaborate with your case team to accomplish a wide range of custom review, prep, and trial presentation deliverables. Contact your account manager for details.


Section III: Common Workflows and Best Practices 


Basic Review Workflow

This chart sequentially breaks down common document review processes from database setup to production, with articles that teach you how to perform them yourself in Nextpoint.


Basic Prep Workflow

This chart sequentially breaks down common pre-trial and trial processes including deposition management, issue designations and presentation in court, with articles that teach you how to perform them yourself in Nextpoint.


Tips for Searching Documents in Nextpoint

Nextpoint search is capable of pinpointing relevant documents with some advanced techniques that aren’t available in common search engines. Learn how to use them all here.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request