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Column: Innovative trial techniques on a shoestring budget

Editorial Indiana
November 23, 2011
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Tensions are high and sleep levels are low. Preparing for an upcoming trial often causes anxiety at every level within a firm. While most would like to prepare things more efficiently, it often seems that purchasing the “right” software would simply be too costly. The truth is most firms already possess many of the “right tools” and are merely underutilizing them, while other tools are easily attainable. Below are several common trial preparation tasks and affordable solutions to complete them in a more efficient and effective manner.

deanna finney Finney

The need to convert files to PDF format is very common these days. While many people are aware of the ability to scan to PDF, some do not recognize that electronic files can simply be converted to PDF without expensive software. In fact, users that have Microsoft Office 2007 or 2010 have a “Save to PDF” feature built in to the “Save As” options within all of their Office programs. With a document open, users can simply choose the “Save As” function and select “PDF” from the “file type” drop-down as well as the name and location to which they would like to save the PDF file. Another great option is CutePDF Writer (www.cutepdf.com), a free tool that allows you to “print” any file to a PDF format. Once installed, this tool will appear in the list of available printers. To convert a file to PDF, simply open the file or webpage and choose print. Next, select the “Cute PDF” printer and when prompted, enter the name and location to save the newly created PDF file.

Document markups can be painstakingly monotonous, including tasks such as bates stamping pages, redacting information and highlighting key points. While some people try to finagle their way through these tasks using things like whiteout, Post-it notes and a scanner, there is a much more efficient way that is cost effective, too. Many files are already in PDF format which makes editing the PDF an obvious choice. However, with the full version of Adobe Professional retailing for roughly $450 per license, it is not always a feasible solution for every firm. A great alternative that is a fraction of the price is CutePDF Professional (www.cutepdf.com). This tool allows users to delete and reorder pages, crop and rotate pages, combine multiple documents into a single PDF and quickly insert headers and footers including bates numbers. Redacting, highlighting and additional markup tools including a “typewriter” function are also available and easy to utilize. CutePDF Professional also allows users to easily convert PDF files to image files such as JPEG or TIFF.

Staying organized can be a challenge, especially in document intensive cases. While there are many great tools like Summation and Concordance, many firms choose not to use them due to their high price tag and extensive learning curve. A favorite alternate solution to maintain a hyperlinked exhibit list is Microsoft Excel. Keeping an exhibit list in Excel format allows users to easily sort, filter, keyword search and track lots of information about the documents in a tool that most firms already own. In fact, users can even hyperlink the corresponding document(s) on the list to easily click and open documents on demand. Excel hyperlinking is as easy as 1-2-3: 1. Select the cell to hyperlink. 2. Right click and select hyperlink. 3. Browse out and select the corresponding document. Voila! Now, the selected cell will appear with bright blue font and upon clicking, the corresponding document will automatically open.

The continual need to share information with co-counsel, expert witnesses and others can quickly become costly when CDs, DVDs and shipping are involved. Sharing files electronically has historically not been an option for many due to additional administration of remote servers and expensive software like Citrix. Some fear using online file sharing programs like Dropbox due to the bad publicity surrounding its security protocols and questions of data ownership. There is a secure and affordable alternative available at www.yousendit.com. YouSendIt implements a seven-layer security strategy to keep data safe and secure in addition to making it clear that they will “not claim any ownership rights in any User Files.” Even better, YouSendIt is a primarily free program with a paid option for users wanting to store or send more than 2GB of data at once. With YouSendIt, users can quickly upload and send documents that are too large to email or set up shared folders and make content available to others whom they invite.

It is often difficult to implement new solutions during the heat of trial preparation, so plan ahead and explore these solutions in advance. Small investments like these can greatly reduce the enormous expense of inefficiencies.•

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Deanna Finney (deanna.finney@miscindiana.com) is a co-owner of the Indianapolis-based legal technology company, Modern Information Solutions LLC. Areas of service include traditional IT services, software training and litigation support including trial presentation services. The opinions expressed are those of the author.

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  • Positive Solutions
    I highly recommend Deanna and her team of professionals that serve the legal community. Great information and many thanks for sharing.

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  1. From his recent appearance on WRTV to this story here, Frank is everywhere. Couldn't happen to a nicer guy, although he should stop using Eric Schnauffer for his 7th Circuit briefs. They're not THAT hard.

  2. They learn our language prior to coming here. My grandparents who came over on the boat, had to learn English and become familiarize with Americas customs and culture. They are in our land now, speak ENGLISH!!

  3. @ Rebecca D Fell, I am very sorry for your loss. I think it gives the family solace and a bit of closure to go to a road side memorial. Those that oppose them probably did not experience the loss of a child or a loved one.

  4. If it were your child that died maybe you'd be more understanding. Most of us don't have graves to visit. My son was killed on a state road and I will be putting up a memorial where he died. It gives us a sense of peace to be at the location he took his last breath. Some people should be more understanding of that.

  5. Can we please take notice of the connection between the declining state of families across the United States and the RISE OF CPS INVOLVEMENT??? They call themselves "advocates" for "children's rights", however, statistics show those children whom are taken from, even NEGLIGENT homes are LESS likely to become successful, independent adults!!! Not to mention the undeniable lack of respect and lack of responsibility of the children being raised today vs the way we were raised 20 years ago, when families still existed. I was born in 1981 and I didn't even ever hear the term "CPS", in fact, I didn't even know they existed until about ten years ago... Now our children have disagreements between friends and they actually THREATEN EACH OTHER WITH, "I'll call CPS" or "I'll have [my parent] (usually singular) call CPS"!!!! And the truth is, no parent is perfect and we all have flaws and make mistakes, but it is RIGHTFULLY OURS - BY THE CONSTITUTION OF THIS GREAT NATION - to be imperfect. Let's take a good look at what kind of parenting those that are stealing our children are doing, what kind of adults are they producing? WHAT ACTUALLY HAPPENS TO THE CHILDREN THAT HAVE BEEN RIPPED FROM THEIR FAMILY AND THAT CHILD'S SUCCESS - or otherwise - AS AN ADULT.....

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