This functionality is for Account Administrators only.
Projects and Databases
In Nextpoint, all databases must be associated with a project, so if you have not already created a Project from your Account Dashboard, take the appropriate steps first. You can find your dashboard here:
Once you create a project, you are ready to create a Discovery or Litigation database and associate it with that project.
A Discovery database is most suitable for the analysis and review of your client’s data for relevancy, privilege, confidentiality, and ultimately the export/production of same.
On the other hand, a Litigation database is better suited for the organization and analysis of documents post-production for key issues and themes, and for building your case story. Deposition/Transcript management functionality is also available in Litigation databases.
A couple of notes:
- All databases must be associated with a project
- Multiple databases can be associated with one unique project. For example, one project (case) may have a Discovery database hosting your client’s data, a Litigation database hosting all documents produced by each party, and a secondary Litigation database hosting a more refined set of produced documents that is shared with an expert.
Creating a Database
To add a new Discovery or Litigation database, navigate to your Account Dashboard by clicking on the the displayed database name in the top left of your screen.
From here, click "Manage Account".
On the Projects tab, click on the green "Create" button at the top of the project list and a drop down menu will appear.
Select New Discovery Database or New Litigation Database. Reminder on the differences between Discovery vs. Litigation linked here >>
From there, simply add your new Database Name, choose your Project from the drop-down, and select Users to add to the new database.
Click Submit and the new database will be added to your project.
Note: If you have not yet set up a project to associate your database with, you can also do so via the Create Project option when adding a new database.
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