Collaborating With Your Trial Team

As many of you know, we are in the process of working on a completely new generation of our apps, the LIT SUITE, and many of you have also reached out to ask about our progress. We’re excited to say we’ve completed most of the new features and improvements for each app, and now we’re also working on allowing deeper and better collaboration between users, and between the apps themselves. We expect to deliver a level of collaboration unprecedented in litigation software, e.g. imagine being able to AirDrop a Case File to co-counsel! We have no release date to announce yet, just know that we’re making great progress.

We’ve recently had a lot of questions about the best ways to use our current apps to collaborate with co-counsel and other members of your trial team. Until we release the LIT SUITE, collaboration takes three main approaches:

Library System
The first approach works like a public library, where a Case Folder is “checked out” and “checked in”. So, after Person A creates and works on a Case Folder they transfer it to their desktop computer and then back it up to a central location. This can be a cloud service like Dropbox, a firm server, or even a USB device. Then, Person B can download the backed-up Case Folder, and move it from their desktop computer to the app on their iPad. The file and folder structure, and any and all annotations are preserved when a Case Folder is backed up and transferred, allowing Person B to pick up right where Person A left off. We posted a 4-minute video on our blog showing how to backup and share Case Folders between users (the video is created using TrialPad but the same principal also applies to TranscriptPad and DocReviewPad):

Dedicated iPad
Another approach to collaboration we commonly see involves dedicating a particular iPad to a specific case. In this approach, Person A can work on a case, then pass the iPad on to Person B to work on the same matter. Using this method, a legal assistant or paralegal can add new documents to the case, assign exhibit stickers, mark documents as admitted, create reports, etc. In the case of TrialPad, lawyers might create their own witness folders in Key Docs, bring the iPad to depositions, or pre-annotate documents they will call out during presentation. For trial, the Case Folder that everyone has been working on can be backed up, and transferred (using the Library System) to multiple iPad devices so that the entire team can benefit from each other’s prep work.

Centralized Data
The third approach to collaboration sees multiple trial team members accessing the same evidence from a cloud storage provider, e.g. Dropbox, Box, etc. Each person, using their own iPad, would download the documents or transcripts they want to organize, review, and annotate. In this scenario, teams have usually determined who would be responsible for tackling specific witnesses or issues in a case, and everyone would download a copy of the evidence they need from a central document location. It is important in this scenario that the central document location be well organized. New documents, depositions, and other discovery would typically be added in folders labeled with a YYYYMMDD prefix so that they appear in chronological order, and team members can easily see what folders they last downloaded, updating their Case Folders as needed. This last method is described in an article which appeared in Law Technology News, about how fifteen lawyers in the Plaintiffs’ Steering Committee in the Deepwater Horizon matter used our apps:

Feel free to reach out to with any technical support questions, and make sure you’re on our mailing list to be notified of the availability and special introductory pricing for the LIT SUITE: