How To Set Up a Litigation Sandbox

Step 1: Start Import

• Go to the “Production Sets” folder in your File Room.

• Locate “ABCRR Prod 01” and click the blue Import button.

Step 2: Import Data Settings

• On the Import Data Settings page:

  • Set Type of Import to: Production with load file

  • Name the batch something identifiable (e.g., ABCRR Prod 01)

  • Skip the Custodians field for now (you’ll handle this later)

  • Click the plus (+) next to Folder, name it ABCRR Prod 01

  • Turn Deduplication and DeNIST Detection OFF

  • Click Next

Step 3: Field Mapping

• Confirm or update the field mapping as follows:

  • Bates_start → Bates_start (click gear icon to validate)

  • Bates_end → Bates_end

  • Document Date, Document Type → Auto-map

  • Begattach, Endattach → Auto-map (these are your fields for family linking so it’s important to leave these as they are)

  • Email_author through Email_received → Auto-map

  • EmailMessageID → Create a custom field

  • Custodians through Title → Auto-map

  • Witnesses → Map to a custom field with picklist (click Done when prompted)

  • Native_File → Auto-maps to Native File; click gear and select native folder

  • Text_File → Auto-maps to Text File; click gear and select text folder

• Click Import to proceed to the Batch Summary screen.

🔁 Repeat the same steps for: “Thompson Prod 01”

Step 1: Import Transcript Text

• Go to the “Deponents” tab

• Click blue Import Files button (top right)

• Choose NP File Room

• Navigate to: Deposition Transcripts > Chaudoin, Logan > Transcripts

• Check the box for the .txt file and click Import (leave setting as “Determine Automatically”)

Step 2: Import Video

• On the Deponents tab, click the gear icon next to the transcript

• Scroll down and click “Import Video”

• Navigate to: Deposition Transcripts > Chaudoin, Logan > Media

• Check the box for the .mp4 file and click Import Video

Step 3: Import Sync File

• Click “Import Syncfile”

• Navigate to: Deposition Transcripts > Chaudoin, Logan > Media

• Check the box for the .dvt file and click Import Syncfile

Step 4: Create Presentation Video

• Once processing finishes, click Create Presentation Video

• This stitches transcript and video, enabling timestamped clips

🔁 Repeat these same steps for: Sieker transcripts

Step 1: Set Up Designation Types

• Navigate to: More > Settings > Transcripts menu

• Click the green “Create New” button

• Create designations:

• Name: Plaintiff Initial → Pick a color → Click Create

• Name: Defense Initial → Pick a color → Click Create

Step 2: Download Designation Files

• Go to the File Room > Bulk Designation Import folder

• Download the .csv designation files to your local computer

Step 3: Import Designations into Transcript

• Go to: Deponents > Chaudoin, Logan transcript

• Click on Volume I

• On the right sidebar, click Bulk Clip Import

• Choose Defense Initial (or Plaintiff Initial as appropriate)

• Click Select, choose the appropriate .csv file, and click Import Clips

🔁 Repeat for Sieker transcript, importing both Defense and Plaintiff designations

Step 1: Add Facts

• Navigate to the Chronology tab.

• In the Facts sub-tab, click Create New and enter:

Click Save after entering each fact.

Step 2: Add an Issue

• Go to the Issues tab.

• Click Create Issue and name it: Recklessness

• On the right, associate the fact:
  “Thompson’s vehicle collides with ABC Railroad…”
  Then click Save.

Step 3: Add People and Link to Facts

Go to the People tab and add the following:

Person 1: Eric Sieker

• First Name: Eric

• Last Name: Sieker

• Abbreviated Name: ES

• Role: Add new → Conductor - ABC Railroad

• Type: Add new → Defendant

• Email: esieker@abcrail.com

• Associate the facts:

  • “Sieker promoted to train conductor”

  • “Thompson’s vehicle collides with ABC Railroad…”

Click Save Changes

Person 2: Logan Chaudoin

• First Name: Logan

• Last Name: Chaudoin

• Abbreviated Name: LC

• Role: (leave blank)

• Type: Add new → Witness

• Email: (leave blank)

• Associate the fact:

  • “Thompson’s vehicle collides with ABC Railroad…”

Click Save

Step 4: Link Documents via Search

• Go to the Documents tab.

• Run this search:
  Witnesses:"Sieker, Eric"

• For the first three documents:

  • Open the document

  • Go to Case Connections

  • Select:

    • Fact: “Thompson’s vehicle collides...”

    • Person: “Eric Sieker”

  • Click Save and Next

Step 5:  Repeat for Witness Logan Chaudoin

• Run this search:
  Witnesses:"Chaudoin, Logan"

• In Case Connections > People, add: “Logan Chaudoin”

• Click Save

Step 6: Add Key Document Tags

• Run this search:
  bates_start:(Thompson_0000011 Thompson_0000012)

For Thompson_0000011:

• Open document

• Expand Hot Fields > Show Hot Coding Fields

• Check the box: Key Document

• Click Save

For Thompson_0000012:

• Tag the document as Key Document

• Under Case Connections > Issues, select: Recklessness

• Click Save