Getting to Know the TrialKit Interface
The TrialKit user interface is very straightforward and easy to navigate. Before you start learning about the key functionality of the TrialKit platform, take a quick tour through the articles below to learn about what each section holds.
1. The Main Page
After you log in to TrialKit, the main page will default to My Cases. For firm admins, there will be two other menu options available: Case Admin and User Admin. Only firm admins will see these options. All other roles will see only My Cases. You can navigate between these menus on the left panel of the main page.
See below for details on each section:
My Cases
This menu shows all cases that you have created as an owner or have been added to as a teammate. The cases are displayed in a table view and can be sorted by any of the column headers:
Double-Click any of the case names listed in this view to enter into that case.
Case Admin (admins only)
This menu shows all cases created within your firm on TrialKit including those that you may not have created as an owner or been added to as a teammate. In this view, firm admins can view Active and Archived cases. To view archived cases, simply select the option to "Show Archived" at the top.
In the column headers, the total storage for each case is also displayed. Firm admins can use this view to calculate how much storage is being used in their active cases.
User Admin (admins only)
This menu shows all users who have been invited to your firm on TrialKit. This is where admins can invite other users to the firm. This is done through the + Invite User button on the right:
To learn how to invite new users to join your firm on TrialKit see this article:
2. The Case Menu
After you enter any case in TrialKit, the main page will default to Case Info. The navigation menu on the left also contains menu selections for Case Files, External Sources, Work Product, Litigation, and Tags Management. Below is a detailed description for each menu
Case Info
This default view shows two sections with relevant information and functions for your case: General Information and Case Teammates
General Information shows key details about your case: Title, Case #, Date Created, State, Client Name, and Total Storage. For Case Owners only there will be additional functions available in the General Information section.
Export Reports: allows case owners to export a report on all files processed for the case. You can export a list of all files in the case or only files that did not process. This is particularly useful for audits against discovery received and for managing discovery uploads. For more on the report function, see the following article:
Edit: allows case owners to edit case information and details. For more on editing the case details, see the following article:
Archive: allows case owners to archive their case and case data. For more on archiving cases, see the following article:
Case Files
Case Files is where you find all of your case discovery. This will likely be the place you go when you first interact with your case. Case Files shows your case discovery organized by TrialKit in various ways and allows you to navigate and search your discovery through keyword search and with the AI Assistant. You can also tag your discovery files to create your own file organization.
For more on the Case Files menu, see this article:
External Sources
External Sources is where you will find any device extract that has been uploaded to TrialKit for your case. These include UFDR file extract. This is where you can browse the contents extracted from the device and select which files you would like to then upload and process in TrialKit to support your case. For more on external sources and UFDR extract, see the following article:
For more on the External Sources menu, see this article:
Work Product
Work Product stores all of the work you have done in your case while searching and organizing your case discovery including Important items, Legal Issues, Notes, and Chart Items. Links to the files collected in the Work Product section make for easier navigation to find files deemed important by you or your teammates. The Work Product section allows teammates to see each other's work product and there is the ability to filter by teammate making this section very useful for team collaboration. The Work Product section also acts as an audit log of work done within the case.
For more on managing work product within TrialKit, see the following articles:
Creating and Managing Work Product
Litigation
Litigation stores all of the Chart Items that you create within your case. Charting items creates a detailed record that can identify a fact or statement and classify it as good, bad, or neutral to your case. It allows for associating witnesses and charges to items and adding other details like locations, dates, and times and other notes. The Litigation section organizes all chart items in a table view that can be filtered and sorted. Links back to the charted sections within the files themselves are included as well as the ability to export a report of all charted items.
For more on charting and the Litigation section, see the following articles:
Tags Management
Tags Management is a menu where you can create pre-defined tags to allow for user-generated organization of discovery in Case Files as well as view and edit all tags previously created.
For more on tagging files in TrialKit, see the following articles:
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