Customized, collaborative hands-on training and education makes it easier to get more from your tools.
With tailored playbooks, knowledge management tools, and multiple training opportunities to improve your skills, we go above and beyond to ensure your success.
TAILORED JUST FOR YOU
We don’t take a one-size-fits-all approach to training—we collaborate with you to create a customized curriculum and playbooks based on your team’s knowledge and skills, all developed to meet your expectations and needs.
BEHIND YOU ALL THE WAY
From day one and beyond, your team is supported by our experts every step of the way. Onsite, hands-on, and remote training is backed up with one-to-one sessions, recordings, and supplemental reference links to alleviate any stress and ensure training is taking hold.
BEYOND THE BASICS
Robust, step-by-step documentation hits on a wide range of topics, going beyond technical training to encompass workflows and best practices so that admins and end users can become truly empowered and comfortable with the tools they use.
Everything your teams need to succeed.
We equip admins and end users with onboarding, implementation, and education programs that empower them with practical knowledge and skills. Topics we cover include:
Best practice workflows for processing, productions, and workspace ARMs
Reporting, metrics, business intelligence, and cost recovery
Back-end administration and data management
Password, security, and compliance best practices
User permissions and groups
Batching, document review, and coding panel efficiencies
Privilege log generation
Use of CI tools along the eDiscovery process
CLE delivery to end users on technology and eDiscovery general knowledge
Data preservation, custodian interviews, collections, and data transfers
Data reuse and data lake practices, and more
We take pride in our playbooks.
A key component of our onboarding and implementation process, playbooks are customized for each client’s specific processes and workflows and feature robust, step-by-step documentation. Playbooks are utilized by client and Compliance teams and updated throughout the engagement to support communication, reporting, and knowledge sharing.
Meet one of our Implementation & Training specialists that help you succeed.
Director of Training & Implementation
Alison leads client implementation and training for Compliance and is adept at identifying the needs and goals of clients at case startup or tool implementation to offer individualized training and workflows to provide the most effective and efficient training possible. She is a Relativity Analytics Specialist, Certified User, and Certified Administrator, a RelativityOne Professional, a Brainspace Discovery Certified Analyst, DISCO Search and Review certified, and a DocuSign Insight Administrator and CLM Implementation Consultant.