Summation iBlaze 2.6.2 For Practitioners

Dates and Location

May 21, 2005 (limited seating available)
Columbus, Ohio
Capital University Law School
303 E. Broad Street
Room 223

CLE

This seminar has been approved for 4 CLE credit hours.

Cost and Cancellation

Attorneys: $85.00
Paralegals: $65.00

Cancellations received before the close of business on the Monday prior to the seminar are refunded in full; otherwise there is a $20 processing fee.

Agenda

Registration: 8:30 to 9 am
Program: 9:00 - 11:15 am (with 15 minute break)
Lunch (provided): 11:15 am - 12:15 pm
Program: 12:15 - 2:30 pm

Topics Covered:

Overview:
What is Summation?
Summation Layout
Focus and Menus

Working with Cases:
Creating, Deleting and Opening Cases

Transcripts and Transcript Notes:
Adding Transcripts
Adding Notes to a Transcript
Searching Transcripts
Searching Transcript Notes
Printing Transcript and Transcript Notes

Pleadings:
How to add and search pleadings

OCR Base:
What it is and how to use it

Core Database:
The E-Form and its fields
Adding imaged documents
Adding eDocs and eMail
Viewing Images, eDocs, and eMail
Markup Tools
Searching and Printing the Core Database
Editing Core Database Summaries

Additional Database Tables:
People
Chronology of Events
Document Collections

Searching the Case:
Searching all or parts of the cases
Boolean Searches
Quick Searches
Fuzzy Searches

Case Organizer:
Overview

Customizing Summation:
Toolbars
Layouts

About the Instructor

Gary T. Smith
Bricker & Eckler, LLP
Columbus, Ohio

Gary is a Practice Support Specialist in the Information Services Department of Bricker & Eckler LLP. In this role he has overseen the implementation, training, and support of the firm’s litigation technology, mainly Summation, TrialDirector and imaging.

Gary received his certification as a PC Systems Support Specialist from Davis College. He is a Summation Certified Trainer.

Gary is a current member of the Governance Work Group of the Infrastructure & Interoperability Subcommittee of the Supreme Court of Ohio Advisory Committee on Technology. He has also volunteered with Tech Corps Ohio, Adopt-A-Family, and the Tom Fennessy Back-to-School Project.

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