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: Getting Started in Nextpoint
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
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.
- Drag-and-drop individual files for direct processing into Nextpoint.
- Upload multiple files to your Nextpoint File Room, where you can then import them into Nextpoint.
- Ask our data team to manage the import, either by moving it to your File Room or physically mailing it to us.
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
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:
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):
- Product Certification Series
- Power Search 101
- Database Customization and Discovery Setup
- Production Workflow
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.
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 & Confer Process" guide to download 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
A webinar on this process can be found 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 discovery, litigation, and trial presentation deliverables. Contact your Account Director for details.
Section III: Common Workflows and Best Practices
Basic Discovery 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 Litigation 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 and as a reminder, you can always reference the Nextpoint Search Guide.