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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. "associates are becoming more mercenary. The path to partnership has become longer and more difficult so they are chasing short-term gains like high compensation." GOOD FOR THEM! HELL THERE OUGHT TO BE A UNION!

  2. Let's be honest. A glut of lawyers out there, because law schools have overproduced them. Law schools dont care, and big law loves it. So the firms can afford to underpay them. Typical capitalist situation. Wages have grown slowly for entry level lawyers the past 25 years it seems. Just like the rest of our economy. Might as well become a welder. Oh and the big money is mostly reserved for those who can log huge hours and will cut corners to get things handled. More capitalist joy. So the answer coming from the experts is to "capitalize" more competition from nonlawyers, and robots. ie "expert systems." One even hears talk of "offshoring" some legal work. thus undercutting the workers even more. And they wonder why people have been pulling for Bernie and Trump. Hello fools, it's not just the "working class" it's the overly educated suffering too.

  3. And with a whimpering hissy fit the charade came to an end ... http://baltimore.cbslocal.com/2016/07/27/all-charges-dropped-against-all-remaining-officers-in-freddie-gray-case/ WHISTLEBLOWERS are needed more than ever in a time such as this ... when politics trump justice and emotions trump reason. Blue Lives Matter.

  4. "pedigree"? I never knew that in order to become a successful or, for that matter, a talented attorney, one needs to have come from good stock. What should raise eyebrows even more than the starting associates' pay at this firm (and ones like it) is the belief systems they subscribe to re who is and isn't "fit" to practice law with them. Incredible the arrogance that exists throughout the practice of law in this country, especially at firms like this one.

  5. Finally, an official that realizes that reducing the risks involved in the indulgence in illicit drug use is a great way to INCREASE the problem. What's next for these idiot 'proponents' of needle exchange programs? Give drunk drivers booze? Give grossly obese people coupons for free junk food?

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