Account Setup


Welcome to Nextpoint!  At this point, you have signed your contract and are ready to activate your Nextpoint Firm Account and User Profile. Account setup responsibilities are given to your firm’s account director (if you are unsure of who this is, contact

After reviewing this course, you will be able to set up your User Profile, access databases which you have been invited to, and understand the difference between Nextpoint Review and Prep.  If you are an Account Administrator, you will also be able to add users to the account, create projects and databases, and start working in the software.


Term Definition
User Profile Your personal Nextpoint user account which is tied to your email address.
Firm Account Your firm's Nextpoint account which houses all projects, databases, and any associated data.
Account Dashboard An overview of user activity, data imports, and other key metrics associated with your firm's account. Access to the Account Dashboard is reserved for the Account Administrator(s).
Account Administrator A person(s) having administrative control of a firm's Account Dashboard and maintaining the ability to monitor user activity, data imports, key metrics and the creation of new Projects and Databases.
Project An overview of user activity, data imports, and other key metrics associated with your firm's account. Access to the Account Dashboard is reserved for the Account Administrator(s).
Database A secure, collaborative, workspace which host both active and inactive data.
Review Database Data can be imported to a Review for analysis, organization, relevancy review, privilege review, and ultimate export/exchange. Most commonly managed in a Review database is data received from your client, but use of the analytics and relevancy review components have proven beneficial for the initial review of a large production set received from opposing counsel.
Prep Database Produced Documents can be exchanged from a Review database and/or imported directly to a Prep database for analysis, organization, deposition preparations, and ultimately assist in building your case story. Additionally, a transcript management functionality is available in all Prep databases.
User Anyone who has an internal email domain associated with your firm (e.g. anyone at Nextpoint with an email address)


Getting Started:

Setup your User Profile

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. 


User Security Best Practices

  • Each time you log in from a new device, you will need to enter a PIN that will be emailed to you.  If you find yourself entering a PIN every time you login on the same device, please contact
  • DO NOT copy and paste this PIN from your email, as there may be hidden characters that will cause an error.
  • You can enter a Computer Name so that you can easily track the devices used to access your account.


Logging In

Once your User Profile setup is complete, you are ready to login via any internet browser.  If you were not redirected after completing the onboarding process, check the previously received invitation granting you access.  Contained within will be a custom firm URL formatted similar to -- an example shown below.

Quick tip: When logging in the first time, bookmark your account URL to avoid needing to go back to the original email invitation with the link each time.

Help! I’m having trouble logging in.

If you are having issues logging in to Nextpoint, there is a series of troubleshooting options linked here.


I'm Logged In - What is Next?


If you are a firm Account Administrator for Nextpoint, you are responsible for setting up and managing projects and databases. Your account management takes in the Account Dashboard which can be found via the top left drop-down and “Manage Account”.

If you have been designated as an Account Administrator, but do not see the “Manage Account” option, please contact your Nextpoint Account Director (if you are unsure of who this is, contact

End User

If you are an end-user, logging in to access an existing database and analyze, review (tag/code) or search for documents, you can access the list of databases to which you have been invited via the case drop-down in the top left corner.

Prefer to multitask when you are working on more than one matter at the same time? You can have multiple tabs open with different databases at the same time. Simply right click on your browser tab and select “Duplicate”.


Account Dashboard Overview

Your Account Dashboard serves as the hub for creating and managing the firm’s projects and databases.  An in-depth look at the information contained within can be found here, but let’s now take a look at the basics of setting up projects, databases, and adding users: 

Set up a New Project

A project is any collaborative enterprise that is designed to achieve a particular aim. A project could be a legal case or matter, an investigation, a document review, a collaborative data analysis, or a research activity.

Projects allow you to organize data and deploy resources to interact with that data in secure, nested databases. User permissions and access levels are all set on the database level.

To add a new project to your account, click the "Create" button on the upper right-hand side of the projects tab screen and select “New Project”.


In the pop-up window, enter the name of your project and the client/matter number, then click "Save". The newly created project will appear as a new row in the table view of your projects tab screen.



Add a Database to Your Project
Once you create your project, you are now ready to create a Review or Prep database and associate it with that project.  A Review 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 Prep 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 Prep databases.

A couple 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 Review database hosting your client’s data, a Prep database hosting all documents produced by each party, and a secondary Prep database hosting a more refined set of produced documents that is shared with an expert.

To add a new Review or Prep database click on the the 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 Add New Prep Database or Add New Review Database.


From there, simply add your new Database Name, choose your Project, and select Users to add to the new database. Hit "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.


Add Users to Your Database

* This functionality is available for Advanced users only. If you are unable to add a user, contact an Advanced user on your team.

On the top of any page in Nextpoint Review, navigate to USERS > Add New.  In Prep, this function is available via MORE > Users > Add New.


Enter the emails of the users you want to add, separated by commas.

Pick the desired Access Level from the drop-down menu.

* Please Note: By adding multiple users at once, it will assign the selected access level to all emails. If you have different access levels you want to assign users, please be sure add the emails as separate groups.

Click "Add with Invite".

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