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Summation Product Feature Glossary

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Briefcasing
Browser Briefcases
Case Organizer
Companion Databases
CopyCase
eDocs
eMail
Image Viewer
Integrated Search
  OcrBase
Pleadings
Production Tools
Realtime
Remote Databases
Slideshow
Structured Database
Transcript
Transcript Manager

B

Briefcasing
With Summation iBlaze you can create Briefcases, or record subsets (i.e. all records and images to be used for a particular witness in an up coming deposition) of your main document population. Using Briefcases, Remote Databases record subsets and related images can be stored locally. This was helpful for situations when they did not have internet access (i.e. deposition) but would still need to have access to the information. Briefcases can be created from local or remote databases and can be edited by the user just as the Core Database can.

Browser Briefcases
You can export Briefcased data and images to an HTML-friendly format. These Browser Briefcases are accessible by anyone using an Internet browser such as Microsoft's Internet Explorer or Netscape's Navigator. Images can either be saved as multi-page TIFFs or as PDF files. The Browser Briefcase is a great feature for providing Experts with information.

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C

Case Organizer
Summation's Case Organizer gives you the ability to place case data (i.e. transcript testimony, document records, images, etc.) and your own comments into an outline-style staging area. You can use the Case Organizer to craft a case blueprint, a deposition roadmap and a chronology. Up to 100 different outlines can be created to help develop your strategy over the course of a litigation.

Companion Databases
Summation LG Gold and iBlaze allows you to have multiple databases in a single case in addition to the Core Database. These databases are known as Companion Databases and reside within the firm either on the network or local to the user.

CopyCase
CopyCase gives you the ability to copy an entire case, or portions of a case, to another network location, a laptop, another computer or to removable media. CopyCase will also allow you to merge cases back together.

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E

eDocs
eDocs are evidentiary electronic documents (such as Microsoft Word documents). When you load them into a case, a document database record is created for each eDocument. Special fields on your e-form store information regarding your eDocs such as the document title; date created, and document type. You can view eDocs as plain text or in their original format using the program in which they were created (i.e. Microsoft Word) as long as the necessary program is installed on your system. eDocs are searchable and are automatically Blazed (indexed) each time you load them.

eMail
When Email is load into a case a new document database record is created for each Email. If the Email has attachments (electronic files), a document database record is created for each attachment as is done with eDocs (described above). You can then add your own notes to these records. eMail attachments are searchable and are automatically Blazed (indexed) each time you load them. You can view eMail attachments as plain text or in their original format using the program in which they were created (i.e. Microsoft Word) as long as the necessary program is installed on your system.

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I

Image Viewer
The image viewer allows you to view the document image associated with a database record. While viewing the image you can annotate on the image to redact portions of the image, highlight, annotate, etc.

Integrated Search
An integrated search allows you to search more than one data type. For example, you can search your document database, key transcripts and OCR from your document images for a key word or term. The results are provided in one organized report.

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O

ocrBase
Optical Character Recognition (OCR) is the process which takes an image (electronic photocopy) and converts it into text giving you the ability to search within a document. Because OCR'd documents commonly contain misinterpreted characters (i.e., an e instead of an a), the use of Summation's ocrBase provides a fuzzy search option that is well-suited for OCR'd documents. Fuzzy searches give you the ability to search for near-matches to your search term(s). Using Summation's image viewer in conjunction with the ocrBase, you can view your documents in their original form (the image) and conduct full-text searches (OCR). This combination helps to reduce labor intensive document coding.Summation's iBlaze edition gives you the ability to create OCR documents from images within Summation.

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P

Pleadings
Pleadings are non-evidentiary documents, or the law firm's own documents. You can have multiple sets of Pleadings documents loaded into your case. You provide a descriptive name for each set. Pleadings are searchable and are automatically Blazed (indexed) each time you load them. You can view Pleadings as plain text or in their native format (using Microsoft Word, for example).

Production Tools
For discovery purposes images can be renumbered for individual productions. Rather than have the original document identification number appear on the image, a "production number" appears instead. This may be the case when irrelevant documents have been removed from the production set. Without renumbering, gaps would appear in the numbers. This is frequently the situation when a core set of documents is produced in multiple cases. Summation's production tools now make that task easy through the use of the Production Tools Wizard. Summation can track the production ID for every production created.

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R

Realtime
A Realtime session is one in which the witness testimony is transcribed by the court reporter, and the court reporter's transcription appears on connected laptop computers at nearly the same moment. This allows attorneys to mark key testimony during the deposition and have the testimony immediately available after the deposition without having to wait.

Remote Databases
Summation iBlaze allows you to access Remote Databases which resides outside of your local or network system. The Remote Databases are accessed using a modem or high-speed Internet connection.A Remote Database requires an Internet connection because the database is maintained at a remote location (i.e. a repository, your client's offices, another law firm's system).

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S

Slideshow
The Slideshow feature in Summation allows you to create a "PowerPoint®" type slide of key testimony from a transcript. The slide is then stored as a picture in a .JPEG file. The Slideshow folder can store a combination of testimony slides and images which can be set up and then presented for hearings, depositions and/or trial.

Structured Database
A structured database is a repository in which pertinent information relating to documents, people or events in a case is input. In a Document Database information such as: issues in documents that relate to the case, authors of documents, recipients of documents, names mentioned, dates, and Bates numbers are included in the record for each document. Other databases may consist of Expert information or the chronology of your case. Records can be searched, sorted, viewed and printed.

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T

Transcript
A written record of legal proceedings taken by a court reporter or stenographer. The transcript is typically provided by the reporter as an ASCII file on a floppy disk or via email.

Transcript Manager
Software program used by attorneys and their staff to load, summarize, search, annotate and produce reports of key testimony and/or attorney note contents.

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