- Overview
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Fact Management Overview 1 min
- Case Management in Fact Management
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Case Management in Fact Management 2 min
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How To: Change Case Details in Fact Management 1 min
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How To: Add a Party in Fact Management 1 min
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How To: Add an Issue in Fact Management 1 min
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How To: Add a Designation in Fact Management 1 min
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How To: Add an Exhibit Label in Fact Management 2 min
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Case Story User Preferences 2 min
- Facts
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Facts in Fact Management/Case Story 2 min
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How To: Add a Fact and Fact Citation 2 min
- Witnesses
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Cast Members in Fact Manager 1 min
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Associate a Fact with a Cast Member 1 min
- Documents
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Documents in Fact Management 2 min
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Workbooks in Fact Management 2 min
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How To: Add a Workbook 1 min
This Hands-On Activity will allow you to practice a fundamental task in Ipro for desktop using your firm's established procedures and secure data. Don't have procedures in place? This Hands-On Activity will also allow you to better understand and walk through specific customizations, and settings, to create procedures and workflows for your firm.
- Transcripts
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Transcripts in Fact Management 2 min
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Clips in Fact Management 1 min
- Issues
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Overview of Issue Explorer 1 min
- Citations
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Associate a Document with a Fact 2 min
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Associate a Document with a Cast Member 1 min
- Reports
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Create a Cast Listing Report
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Reports 4 min
- Assessment
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Fact Management Assessment 2 min
LOCAL DISCOVERY: Fact Management Module
Gain an understanding as to how to Manage Facts, Cast, Workbooks, Evidence, and Create Associations
What You Will Learn:
1. How to edit case details
2. How to add a Party
3. How to add an Issue
4. How to add a Designation
6. How to add an Exhibit Label
7. How to add and associate Facts
8. How to add and associate Cast Members
9. How to add and associate additional documents
10. How to create Workbooks
11. How to add Transcripts
12. How to create Clips
13. How to review Issues
14. How to run Reports
***PLEASE NOTE:*** Self-guided courses purchased a la carte will expire 60 days after registration. Annual subscription-level access to this course expires one year from date of subscription purchase.