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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. A traditional parade of attorneys? Really Evansville? Y'all need to get out more. When is the traditional parade of notaries? Nurses? Sanitation workers? Pole dancers? I gotta wonder, do throngs of admiring citizens gather to laud these marching servants of the constitution? "Show us your billing records!!!" Hoping some video gets posted. Ours is not a narcissistic profession by any chance, is it? Nah .....

  2. My previous comment not an aside at court. I agree with smith. Good call. Just thought posting here a bit on the if it bleeds it leads side. Most attorneys need to think of last lines of story above.

  3. Hello everyone I'm Gina and I'm here for the exact same thing you are. I have the wonderful joy of waking up every morning to my heart being pulled out and sheer terror of what DCS is going to Throw at me and my family today.Let me start from the !bebeginning.My daughter lost all rights to her 3beautiful children due to Severe mental issues she no longer lives in our state and has cut all ties.DCS led her to belive that once she done signed over her right the babies would be with their family. We have faught screamed begged and anything else we could possibly due I hired a lawyer five grand down the drain.You know all I want is my babies home.I've done everything they have even asked me to do.Now their saying I can't see my grandchildren cause I'M on a prescription for paipain.I have a very rare blood disease it causes cellulitis a form of blood poisoning to stay dormant in my tissues and nervous system it also causes a ,blood clotting disorder.even with the two blood thinners I'm on I still Continue to develop them them also.DCS knows about my illness and still they refuse to let me see my grandchildren. I Love and miss them so much Please can anyone help Us my grandchildren and I they should be worrying about what toy there going to play with but instead there worrying about if there ever coming home again.THANK YOU DCS FOR ALL YOU'VE DONE. ( And if anyone at all has any ideals or knows who can help. Please contact (765)960~5096.only serious callers

  4. He must be a Rethuglican, for if from the other side of the aisle such acts would be merely personal and thus not something that attaches to his professional life. AND ... gotta love this ... oh, and on top of talking dirty on the phone, he also, as an aside, guess we should mention, might be important, not sure, but .... "In addition to these allegations, Keaton was accused of failing to file an appeal after he collected advance payment from a client seeking to challenge a ruling that the client repay benefits because of unreported income." rimshot

  5. I am not a fan of some of the 8.4 discipline we have seen for private conduct-- but this was so egregious and abusive and had so many points of bad conduct relates to the law and the lawyer's status as a lawyer that it is clearly a proper and just disbarment. A truly despicable account of bad acts showing unfit character to practice law. I applaud the outcome.

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