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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. It appears the police and prosecutors are allowed to change the rules halfway through the game to suit themselves. I am surprised that the congress has not yet eliminated the right to a trial in cases involving any type of forensic evidence. That would suit their foolish law and order police state views. I say we eliminate the statute of limitations for crimes committed by members of congress and other government employees. Of course they would never do that. They are all corrupt cowards!!!

  2. Poor Judge Brown probably thought that by slavishly serving the godz of the age her violations of 18th century concepts like due process and the rule of law would be overlooked. Mayhaps she was merely a Judge ahead of her time?

  3. in a lawyer discipline case Judge Brown, now removed, was presiding over a hearing about a lawyer accused of the supposedly heinous ethical violation of saying the words "Illegal immigrant." (IN re Barker) http://www.in.gov/judiciary/files/order-discipline-2013-55S00-1008-DI-429.pdf .... I wonder if when we compare the egregious violations of due process by Judge Brown, to her chiding of another lawyer for politically incorrectness, if there are any conclusions to be drawn about what kind of person, what kind of judge, what kind of apparatchik, is busy implementing the agenda of political correctness and making off-limits legit advocacy about an adverse party in a suit whose illegal alien status is relevant? I am just asking the question, the reader can make own conclsuion. Oh wait-- did I use the wrong adjective-- let me rephrase that, um undocumented alien?

  4. of course the bigger questions of whether or not the people want to pay for ANY bussing is off limits, due to the Supreme Court protecting the people from DEMOCRACY. Several decades hence from desegregation and bussing plans and we STILL need to be taking all this taxpayer money to combat mostly-imagined "discrimination" in the most obviously failed social program of the postwar period.

  5. You can put your photos anywhere you like... When someone steals it they know it doesn't belong to them. And, a man getting a divorce is automatically not a nice guy...? That's ridiculous. Since when is need of money a conflict of interest? That would mean that no one should have a job unless they are already financially solvent without a job... A photographer is also under no obligation to use a watermark (again, people know when a photo doesn't belong to them) or provide contact information. Hey, he didn't make it easy for me to pay him so I'll just take it! Well heck, might as well walk out of the grocery store with a cart full of food because the lines are too long and you don't find that convenient. "Only in Indiana." Oh, now you're passing judgement on an entire state... What state do you live in? I need to characterize everyone in your state as ignorant and opinionated. And the final bit of ignorance; assuming a photo anyone would want is lucky and then how much does your camera have to cost to make it a good photo, in your obviously relevant opinion?

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