Nextpoint New User Guide


Estimated reading time: 10-15 mins

Welcome to Nextpoint!  If you are looking for the essentials to get you up and running, or maybe you just need a refresher, you have come to the right place. Below, we have broken down the on-boarding process into a series of training modules which will walk you through the journey of working in Nextpoint from the initial Account Setup to Presenting your Case in an arbitration or trial (and everything in-between).  So, let's get started...


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 will set up your account and add the appropriate Administrator(s) to the Account Dashboard where project and database setup takes place.  If you are an Account Administrator, you will first need to set up your user profile as described below. 

After you set up your user profile, you will have access to the Account Dashboard to begin setting up projects and their associated databases.  Once a database has been created, you can invite the appropriate users to access.

Note: If you are not an Account Administrator, you can begin with the steps outlined in the below User Profile Setup section.

On a single case plan?

If you are on a single case plan, your first steps will be to complete your User Profile Setup, then data transfer and import, as outlined below (skipping the aforementioned Account Setup).  Nextpoint single case plans only include one case, therefore Account Dashboard access is not necessary for end-users and the Account Setup process is managed by your Account Director. 

If you would like to set up additional cases in Nextpoint or gain further account dashboard access, please contact your Account Director to discuss your options.


User Profile Setup

For any Nextpoint user, the first step in getting started is to be added to a specific database, or if you are an Account Administrator, to the firm’s Account Dashboard. First-time users added to any database will need to set up a User Profile with pertinent details, accept the terms of use, and authenticate/verify their computer device.

When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by an Administrator. Click on the hyperlink in the email to activate your User Profile. You will then be directed to the user onboarding sequence where you can set up your profile in five easy steps.

Note: If you are expecting an invitation to access a database and have not yet received it, please first check your Spam and Trash for an email from Nextpoint.


Data Transfer and Import

Users can import data into Nextpoint three different ways - Drag & drop, utilize the File Room, or ask our team to assist.  It is important to note that before proceeding with any of the below-mentioned import methods, users should set and/or verify their deduplication settings as deduplication happens upon import.

  1. Drag-and-drop individual files for direct processing into Nextpoint.
  2. Upload multiple files to your Nextpoint File Room, where you can then import them into Nextpoint.
  3. Ask our data team to manage the import, either by moving it to your File Room or physically mailing it to us.

Detailed instructions for import methods can be found here.  Additionally, our Import FAQ page has a list of common questions we receive from new users approaching their first import in Nextpoint.


Learning Opportunities for Beginners

Weekly Nextpoint 101 Training Webinar

Whether you are a Nextpoint newbie, or a seasoned pro, everyone can learn something in our Nextpoint 101 training webinar, hosted weekly on Wednesdays at 12PM CT

Registration is always available and you can register via this link >>

What we will cover:

  • Navigating your Nextpoint Account
  • Case Setup & Database Organization
  • Import & Export Basics
  • Searching & Filtering Capabilities
  • Viewing & Coding Documents
  • Transcript Management

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.  To get you started, the below articles address the most common questions our support team receives:

Training Videos

You can also watch training videos and webinars detailing many Nextpoint workflows and features, as well as more broad eDiscovery concepts, in the Nextpoint Help Center.  In addition to articles provided in the previous Product Documentation section, below are the key training videos we recommend to users getting started (or, if you just need a refresher):

Remote and On-Site Training

Nextpoint offers free, on-demand training.  Learn valuable, time-saving tips from the pros in these sessions covering both the Discovery and Litigation applications in Nextpoint.


Interested in more personalized training?

The Nextpoint Account team is happy to schedule a 1:1 session covering 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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