Ad Litem Consulting, Inc.

Ad Litem Consulting, Inc.
Technical Standards
   Includes:
     - Load Files
     - Cost Codes
     - Quotes
     - For Vendors
     - For Firms

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Read about litigation tech strategies and best practices for the case and firm.
Litigation Support Department
Includes:
   - Budget Spreadsheet
   - Needs Assesment
   - Case Technology Plan
   - Task and Check Lists
   - Member's Area Access

    

Homepage

Intro
Acknowledgements
License
Preface
1.00 Introduction
1.01 For Vendors
1.02 For Firms
1.03 How to Use This Document
2.00 Business Standards
2.01 Outgoing Media Kit
2.02 Cost Codes for Litigation Support
2.03 Request for Quotes ("RFQs")
2.04 Quotes
2.05 Weekly Updates
2.06 Color Blindness
2.07 Quality Control
2.08 Required Test Load
3.00 Technical Standards
3.01 Media Labels
3.02 File, Folder and Volume Naming
3.03 CD Content and Organization
3.04 Organization of Sub-Folders
3.05 Bates Schemes
3.06 Data Files
3.07 Database Conventions
3.08 Native Files
3.09 Project Specifications Document
3.10 Bibliographical Coding Manual
3.11 Image Format
3.12 OCR
3.13 Slip-Sheets or Unitization Rules
3.14 Video
3.15 Synchronization
3.16 Transcripts
3.17 Delivery Media
4.00 Software Specific Requirements
4.01 Casesoft Suite
4.02 IPRO
4.03 Dataflight's Concordance and Opticon
4.04 Image Capture Engineering
4.05 Summation
4.06 iCONECT
4.07 inData TrialDirector
4.nn Additional Titles to Follow
5.00 Examples of What Not To Do
5.01 Media Labels
5.02 File / Folder / Volume Name Conventions
5.03 Database
5.04 Media Content
5.05 Load Files
5.06 OCR
5.07 Opticon Load Files
5.08 Image Format
5.09 Transcripts
5.10 General Errors / Issues
5.11 Real Experiences

3.08.01 Spreadsheets - Technical Standards


Spreadsheets are not printer friendly. Spreadsheets are rarely formatted to accommodate the printed page. As such, when vendors convert a spreadsheet to .TIF file, the results can be hundreds or thousands of pages of almost useless information and lots of blank pages.

The following is the approach the firm wishes to employ in representing spreadsheets in the database, review and production:

In the Database: 

For every spreadsheet, there should be a record. Add the appropriate full metadata to the record. Include a hyperlink to launch the spreadsheet as a native file. For the image, put a placeholder explaining that the document is being reviewed as native file. Therefore there is no image of the spreadsheet.

The File: 

Files should retain their original filenames and be read-only. These files go under the traditional X:\ATTACH\[client#]\[matter#]\[DB]\

Production Options –

Native:  Spreadsheets should be produced natively. The CD label should have a Bates stamp. Included with the CD is a cover-page, bearing the next Bates stamp number. The cover-page should include a list of every native file, along with filename, file date and all other attributes.

Petrified: Spreadsheets should be converted to .TIF, per our technical standards. Any load files you return should reference the internal control number as well as the new production Bates start and end numbers.

Printed: Spreadsheets should be “blown back” to paper with any associated text and production Bates number.

©2006 Ad Litem Consulting, Inc. - Litigation Support Services