Training

Prior to initiating the review, Stratify trainers will instruct case administrators, attorneys and reviewers on the features and capabilities of the Stratify Legal Discovery™ application. New users often become proficient in a matter of hours.

Stratify offers on-site and web-based training sessions. On-site training is strongly encouraged for large matters and a trainer can remain on-site for several days to facilitate a quick start of the review. On-going training is also available as new members join the review team or whenever a refresher course is desired. Training is designed around the roles of the review team, but can be customized for every review.

Reviewers

In-depth training on the review capabilities of the Stratify Legal Discovery application, with focus on the Document Tagging Interface. Reviewers are instructed to identify the documents assigned to them in their Task folders, tagging and assigning documents to work folders, annotating, highlighting and redacting documents, how to handle message units and duplicate documents, how to review hidden or obscure data within the native application and all other core document review features.

Attorneys

In addition to the review capabilities of the Stratify Legal Discovery application, attorneys are trained on the complete search capabilities of the application, together with training on analytical tools such as filters, search property navigation and the creation and use of Work and Smart Issue Folders.

Investigators

Similar to the attorney training but with less emphasis on reviewer fundamentals and more emphasis placed on advanced search techniques, research and analytical tools such as using filters to analyze the Concept Folder hierarchy, learning how to “look where the light is good” and the use of Email Analytics.

Administrators

Stratify will explore various review strategies – including reviewing by custodian, keyword, concepts, or date – and how to assign documents to the review team accordingly. Emphasis is placed on the work-flow management capabilities of the task assignment functions of the Stratify Legal Discovery application, managing the various roles in the system and security protocols for review actions, tags, folders and documents. Also included are preparing for productions using the Production Organizer, privilege log creation features, and the Review Reporting Module together with advanced reports that Stratify project managers can provide from the Processing Console.

Super-Users

For those who want to know everything! This course may be divided into two sessions to accommodate your schedule. Also available as a “train the trainer” course.

Modular and/or Custom Training

We offer modular training on any topic and can customize our training session to meet your specific goals. Contact the training department for more information.

For any inquiries or to schedule training please contact your Stratify Project Manager or download and submit the training request form to training@stratify.com