Software Training
Customized CT Summation® LG Family training is provided at the client’s location or remotely through the use of GoToMeeting®. Our tailored training courses match the specific requirements of each client - including course content, length, format and customized training documentation for each student.
Our training is “customized” because our trainer works directly with the client to determine training requirements and preferences. Together, they consider criteria such as current experience with Summation®, intended or desired usage of the application, availability of class participants and overall needs of the organization and individual users. Following that analysis, customized class agendas and training materials are prepared. Content is then presented in client-preferred format such as hands-on, demonstration, lecture, or side-by-side.
In addition to training, eTERA Consulting is also available
for Summation® support either onsite or remotely. Using GoToMeeting®,
we offer web based support for CT Summation® LG Family. Web-based support
includes setting up cases,
loading data, running maintenance, creating productions, troubleshooting
problems, and assisting users with more advanced features.
eTERA Consulting’s Catalyst CR® Training can be performed on site or via the web per our client’s request. It is designed to provide hands-on training within a client’s customized site and allows their document review platform to be specific to their needs.
Our
certified trainer guides the client through Catalyst’s® main
features and demonstrates their capabilities, such as document location
via secure sub-collections, how to retrieve results by either
running simple Boolean searches or building complex searches that may
involve
proximity, wildcard, keyword, or even foreign character searches. In addition,
our trainer will either take sample documents or the client’s own
live data and illustrate how customized review forms aid in tagging a
document as confidential, privileged/not privileged, responsive, hot/not
hot as well as show Catalyst’s® ability to create certain rules
that allow for default values, mandatory values, multi-select values,
or how
previously coded values can even be captured in these forms as well. Finally,
our trainer will review Catalyst’s® administrative features
that allows each user to control certain default settings, create a
custom
field display or search platform, change their password, and export results.
In other cases, where higher permissions are granted, some users can have
increased ability to run audit trail reports on the reviewers using the
site as well as have the ability to redact, bulk update documents, and
batch documents into folders. At eTERA Consulting, we continually strive to provide
our clients with the best service and are happy to do the same when it
comes to our litigation support training.
