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Regularly Scheduled Classes

Sign-up to attend a class of your choice

Please take note of our three NEW available courses

These training classes are available to Thomson Reuters eDiscovery Point clients and their co-counsel. Registration closes one hour before the class begins. If you are not a client and are interested in learning more about eDiscovery Point, schedule a demo.  

Principles of eDiscovery

Before using any ediscovery tool, it is important to understand some of the key terminology, workflow, and best practices for getting started on your matter. This session discusses electronically stored information (ESI), the Electronic Discovery Reference Model (EDRM), challenges ediscovery users face, and highlights how eDiscovery Point meets your office’s needs. Situational and workflow questions are encouraged. 

NOTE: This is not a product training course, it is informational-only. It discusses ediscovery workflows and best practices in general. It is good for those who are new to ediscovery projects.

Recommended for: All users. 

Class length: 1 Hour

Prerequisites: None 

Recommended next class: Matter Administration Fundamentals I

Date/Time
Mondays at 10:00 a.m. PST | 12:00 p.m. CST | 1:00 p.m. EST -  Register now

Matter Administration Fundamentals I

Before doing anything in eDiscovery Point, a matter must be created by your firm’s Administrator. Get started in eDiscovery Point by learning how to set up a new matter, assign participants, upload data, and run analytics. Learn tips and tricks to speed up your matter set-up, such as copying settings from an existing matter to a new matter. Situational and workflow questions are encouraged.

Recommended for: Administrators. 

Class length: 1 Hour & 15 Minutes

Prerequisites: None  

Recommended next class: Matter Administration Fundamentals II or Data Assessment

Date/Time
Tuesdays at 10:00 a.m. PST | 12:00 p.m. CST| 1:00 p.m. EST - Register now
Thursdays at 8:30 a.m. PST | 10:30 a.m. CST| 11:30 a.m. EST - Register now

Matter Administration Fundamentals II

Administrators take a deeper dive into matter set-up; this session focuses on matter customization in eDiscovery Point. Users will learn how to customize reviewer roles and fields, set-up advanced coding panels, establish field level security, and utilize reporting functions. This session will help your office make the most of eDiscovery Point’s advanced features. Situational and workflow questions are encouraged.

Recommended for: Administrators.

Class length: 1 Hour

Prerequisites: Matter Administration Fundamentals I

Recommended next class: Data Assessment

Date/Time
Tuesdays at 11:30 a.m. PST | 1:30 p.m. CST | 2:30 p.m. EST - Register now
Thursdays at 10:00 a.m. PST | 12:00 p.m. CST| 1:00 p.m. EST - Register now

Document Review

This course is designed for anyone who reviews documents in existing matters. We provide helpful tips and tricks for anyone in your office. To start the session, we cover navigating through eDiscovery Point and accessing documents to review. After this, we go into a matter to discuss navigating within a matter, coding and tagging documents, creating redactions and annotations, and an overview of running searches. Situational and workflow questions are encouraged.

Recommended for: All users. 

Class Length: 1 Hour & 15 Minutes

Prerequisites: None 

Recommended next class: Best Practices for Searching

Date/Time
Tuesdays at 8:30 a.m. PST | 10:30 a.m. CST | 11:30 a.m. EST - Register now
Thursdays at 11:30 a.m. PST | 1:30 p.m. CST | 2:30 p.m. EST - Register now

*NEW* Document Review Essentials in 30 Minutes

This is an abbreviated version of our full-length document review class. This session is designed for those who are conducting a linear review. In the class you will learn how to use assignments, basic searching and filtering, coding and tagging documents, adding notes and redactions. Scheduled privately to best address client’s needs in the allotted time. If you need to address specific topics during training, please discuss those topics with your trainer when you schedule the session.

Recommended for: Senior attorneys, co-counsel, or document review teams.

Prerequisites: None

Class length: 30 minutes

Date/Time: Contact us to schedule a private session at 651-244-3118.

Data Assessment 

Our Data Assessment Tool gives you a high-level overview of your data using four different data views: Custom Field View, PST View, Source Path View, and Search Report. First, we will use the tool with Matter Admin privileges, to analyze data in Pre-Review. Next, we discuss creating and managing assignments to maximize efficiency. Situational and workflow questions are encouraged.

Recommended for: Administrators and Senior Reviewers. 

Class length: 1 Hour

Prerequisites: Matter Administration Fundamentals I or Document Review 

Recommended next class: Document Review

Date/Time
Wednesdays at 8:30 a.m. PST | 10:30 a.m. CST | 11:30 a.m. EST - Register now

Searching Best Practices

This course takes a deep dive into searching and covers best practices for performing searches in eDiscovery Point. Search features are available in both Pre-Review and Review, but for this module we focus on searching in Review. Specifically, quick searches, advanced searches, saving and sharing searches, recalling searches, and comprehending your search results. The same concepts can be applied to Pre-Review to help determine what to move over into Review. Situational and workflow questions are encouraged.

Recommended for: All users. 

Class length: 45 Minutes

Prerequisites: Document Review or Matter Administration Fundamentals I 

Recommended next class: Production or Private Classes as necessary.

Date/Time: 
Wednesdays 11:30 a.m. PST | 1:30 p.m. CST | 2:30 p.m. EST - Register now

Document Production 

This course is designed for Matter Administrators in eDiscovery Point who will be running productions. In this session, users learn how to prepare documents for production, create and run productions, browse and download productions, understand Production Set Tracking Capabilities, and learn their production deletion options. We provide tips and tricks for a successful production throughout the presentation. Situational and workflow questions are encouraged.

Recommended for: Administrators. 

Class length: 1 Hour

Prerequisites: Matter Administration Fundamentals I and Document Review 

Recommended next class: Document Review Workflow Management

Date/Time: 
Wednesdays at 10:00 a.m. PST | 12:00 p.m. CST| 1:00 p.m. EST - Register now

Privately Scheduled Classes: 
Private classes are ideal for a Q&A session, for large groups from a single firm attending at once, or for individuals unable to attend at our standard times. Private classes are conducted on demo data and must be scheduled at least 24 hours in advance. Please contact us with any questions regarding private classes at 651-244-3118.

What’s New in eDiscovery Point

This class goes over recent enhancements and new features in eDiscovery Point.

Recommended for: All users needing a refresher course. 

Class Length: 30-60 minutes

Prerequisites: Matter Administration Fundamentals I or Document Review  

Date/Time: Contact us to schedule a private session at 651-244-3118.

Document Review Workflow Management

Learn how to design a more strategic, non-linear approach to your next document review, including how and when to weave in quality control measures and privilege checks. This class is ideal for people who are responsible for coordinating or managing a review but may be of interest to reviewers as well.

Recommended for: Administrators. 

Class length: 1 Hour

Prerequisites: Document Review, Matter Administration Fundamentals I & II, and Data Assessment

Date/Time: Contact us to schedule a private session at 651-244-3118. 

Cost Recovery with eDiscovery Point 

This course covers using QuickView+® so that you can perform cost recovery on your eDiscovery-related matters. It also covers Total Data Report; thus, you can be aware of your GB total during the month. 

This course is for firm administrators.

Recommended for: Administrator or Office Manager 

Class length: 30 minutes

Prerequisites: Matter Administration Fundamentals I

Date/Time: Contact us to schedule a private session at 651-244-3118. 

*NEW* Uploading Load Files into eDiscovery Point

This course is designed for administrators that need to upload data contained in a load file. It covers what you need in a load file, attachment information, how to use FTP to upload data in a load file, mapping fields, and how to overlay information into eDiscovery Point. Please discuss with your eDiscovery Point Case Manager if you will be using this feature. 

Recommended for: Matter Administrator

Prerequisites: Principles of eDiscovery and Matter Administration Fundamentals I

Class length: 1 Hour

Date/Time: Contact us to schedule a private session at 651-244-3118.

*NEW* Predictive Coding in eDiscovery Point

This course is designed for matter administrators or senior reviewers tasked with managing Predictive Coding projects within active matters. It covers statistical training and simple training, training set and control set, scoring, interpreting results and quality check set. Please discuss with your eDiscovery Point Case Manager if you will be using this feature. Use of Predictive Coding is for large document review projects. The subject matter expert reviewing the training set will need to code a large number of the documents for the predictive coding engine to learn. Principles of eDiscovery and all eDiscovery Point classes are required prior to taking this class.

Recommended for: Experienced users that have completed all training. 

Prerequisites: All classes

Class length: 1 Hour

Date/Time: Contact us to schedule a private session at 651-244-3118.

eDiscovery Point: Advanced User Private Classes

After mastering the basics of eDiscovery Point, ask for an Advanced User Private Class with a trainer to cover specific questions, customization, or best practices.

This class is conducted with demo data by default. Training on your own data can be provided as a billable service. 

Recommended for: Experienced users who have completed all training. 

Prerequisites: All classes

Class length: 1 Hour

Date/Time: Contact us to schedule a private session at 651-244-3118. 

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