Nextpoint New User Guide


Estimated reading time: 10-15 mins

Section I: Get Started Section II: Set Your Case Up Section III: Best Practices

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.

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