Advanced Folder Insight for Review & Prep (phase two)

Advanced Folder Insight for Review & Prep (phase two)

Advanced Folder Insight for Review & Prep (phase two) 150 150 Michael Beumer

On June 1st, we release further enhancements to Nextpoint Folders in both Document Review and Trial Prep databases. This update to folders (phase 2 of 3 ) makes it even more intuitive to monitor your review progress and quickly see the status of a folder when reviewing documents, collaborating with co-counsel, preparing remote depositions and arbitrations, or organizing oral arguments.

Review Status More Transparent

Gain more insight into your Review status than ever before with the addition of progress bars for relevancy and privilege coding.  

This update to all Nextpoint Review databases provides the percentage of documents coded for Relevancy and Privilege, and when you hover, the specific status counts.

We anticipate this will provide our users with a better understanding of what has been reviewed and what remains, and also identify where any important outliers may be (e.g. “I see a privileged document in my Production Ready folder”).

Add Notes for Streamlined Collaboration

Folder Notes received a visual update which better represents collaborative “notes” for our user teams.  As an added bonus, Folder Notes are now available in Prep in an effort to streamline functionality across Review and Prep.

To apply a folder note, simply click the three-dot drop down next to any name in your folder list, select “Add Note”, and enter your text.

Saving Time With Fewer Clicks

We are constantly striving to streamline your workflows and are firm believers that “every click counts”.  That’s why we’ve introduced auto-populating prefixes when you are creating a new folder or issue.

Just click “Create Folder” (or create a new issue), enter your folder name, and the prefix will appear. If you have a specific naming convention in mind you can also edit the automatically populated prefix.

To learn everything about this new feature and how to maximize its potential, go the the Nextpoint Help Center article.