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Catalyst offers ongoing training to new and existing partners. Weekly training is available on the following topics: How to Market and Sell Catalyst Products, Site Kickoff, CR Overview and XE Overview. The training is part of our partner orientation but is open to all partners, whether you are new to working with Catalyst or looking for a refresher.
Below you will find links to the recorded sessions of our monthly training series.
To sign up for live sessions, click here. Selling to Corporations: Catalyst Partner Training Corporations need better and more cost-effective ways to manage the discovery process with outside counsel. In this session, we discuss ways in which we differentiate ourselves and offer more value and cost savings than the competition. Learn how Catalyst can offer a centralized evidence repository allowing corporations to standardize on one platform for consistent searching, review and production. This session also discusses how our teams of highly skilled legal professionals offer consultative project management and best practices, giving corporate clients peace of mind and no need to add headcount to handle an e-discovery project. Batching, Review and QC Using Equivio Integrating Equivio Near Duplicate and Email Threading into your review strategy can speed up your review dramatically as well as assist in your QC efforts. Using Equivio technology allows reviewers to see groupings quickly and mark them consistently. In this session we cover the best practices for implementing Equivio technology for your review, how to batch and review documents using Equivio and how to check your work using Equivio for QC. Catalyst Review Options and Best Practices with the CR Review Module Document reviews are notoriously complex. If your job is to bring order to the confusion, there are many considerations when setting up your review strategy. In this session we discuss the different review options in Catalyst CR, how to choose the right option for your situation, details of the Review Module, when to use Dynamic Folders and more.
Introduction to the Production Module Join Catalyst CR’s Product Manager for an introduction to our fully user-driven Production Module. This new module allows you to identify and folder documents for productions, convert and endorse them in a variety of formats, create load files, and then run productions yourself. Catalyst Client Services: What the Changes Mean to You Catalyst recently announced an exciting change to what were formerly the Project Management and Support departments. The groups have merged into Client Services in order to provide increased coverage hours and higher levels of support. In this training, Catalyst's Director of Client Services gives an overview of the new department and explains what it means for you and your clients. Sampling in E-Discovery
Catalyst Consultants Jim Eidelman and Rupa Bhatt discuss what the courts are saying about sampling and different techniques.
Starting off the Year Right with Catalyst
Catalyst’s Training Department discusses training options at Catalyst both for partners and for end users. What better time than January to receive a refresher course on the new and existing training programs available at Catalyst.
Form Faux Pas: Top 10 Form Mistakes
Do you want to create useful forms for privileged review? Do you know when to make fields required, what associated fields are or when to use macros and rules? Watch this training to find the answers to these questions and more. This session covers:
- Forms admin and how it works
- Field attributes; required fields, associated fields
- Rules, how they work
- Macros, how they can help
- Rules versus Macros
- Dual monitor and multi-column forms
Sophisticated Search: Best Practices and Tips for Effective Searching
With the increase in judicial scrutiny regarding search techniques, there is a lot riding on the correct placement of those parentheses and wildcards. As data sets become more complex, so does the search. In this session, we cover advanced searching techniques, best practices in your own searching and how you can use Catalyst Consulting to assist with your most complex search problems.
Forms Administration: Creating Useful Forms
Do you want to create useful forms for privileged review? Do you know when to make fields required, what associated fields are or when to use macros and rules? Watch this training to find the answers to these questions and more. This session covers:
- Forms admin and how it works
- Field attributes; required fields, associated fields
- Rules, how they work
- Macros, how they can help
- Rules versus Macros
- Dual monitor and multi-column forms
Catalyst CR Enhancements in 2009
With five releases in the last 9 months, we’ve released many user requested features such as dual monitor review, QC randomizer, Equivio Compare, “More Like This”, Correlation Navigators and many more. In this session, Catalyst CR Product Manager Gabe Luchetta takes you through these and other exciting enhancements we’ve made this year.
Fast Track Processing
With Fast Track Processing, our partners can submit multi-language electronic mail message collections including PST, MBOX, and NSF as well as other electronic files directly into Catalyst CR. The new, completely automated system will process, load and index the files and make them available for search and review in minutes in accordance with the processing instructions set by the user.
Managed Review
Catalyst’s Director of Managed Review, Chris Toomey, discusses how consolidating review needs can drastically reduce costs for you and your clients. This session also covers how a review project with Catalyst works from start to finish.
The Catalyst Fast Track
Learn all about the Catalyst Fast Track and how it can benefit you and your clients. This session covers what is needed for Fast Track data loads and how to make sure your data will be eligible for Fast Track. This session will also cover the tangible cost savings of using Fast Track vs. manual custom uploads.
Using Statistical Methodologies For Faster and More Accurate Review
As document reviews become more complex and populations skyrocket, clients are increasingly looking for ways to reduce cost and speed up their review. Recent decisions point to statistical sampling as an excepted method of QC and even review. In the case of Farmers Insurance Company vs. Peterson, the case held that discoverable information can be identified by the use of statistical sampling methods, without actual review of each document. This session covers methodologies and best practices for using statistical sampling. It will cover factors to consider when using sampling and how to determine when and what data to sample.
To download the presentation slides, click here.
To download the Sample Size Calculator, click here.
To download the Suggested Protocol for ESI, click here.
Early Case Assessment & Review Strategy
Collections are growing and filled with irrelevant information. Traditional key-word searching is often ineffective and not defensible. Early Case assessment has become a priority to many clients to increase the accuracy of the review and focus their resources in the right places. In this session, you will learn how to identify and assess key custodians, dates and theories for a matter, test and sample search terms and adjust collection and review strategies based on analysis of the document population.
Using Data Trends to Guide Your Review
Catalyst's Litigation Consultant Ron Tienzo discusses tips and tricks for easy ways to analyze your data and spot trending to focus your review. In this session, you will learn how to assist and impress your clients with reporting, pivot tables and graphs that will focus their review and save them time.
Click here to download slides from this presentation.
Equivio: A Practical Approach
With review costs exceeding 12 billion dollars a year, corporations and their counsel are looking for new and better ways to pare down review. Integrating Equivio into your review strategy can drastically reduce these costs, sometimes by up to 35%. This recording discusses our best practices for implementing Equivio technology for faster review.
Review Forms Administration
Learn about one of the most powerful features being released in CR 8.5., Review Forms Administration, a new module that allows Administrators to add forms to their Catalyst CR sites.
Permissions, Security and User Administration
Learn what the user permissions are all about on Catalyst CR, how to assign permissions, subcollections and security groups to individuals and groups of users. This session also covers all of the specific permissions and what they mean and how to add and remove users from a Catalyst site. This training is highly recomended for CR site administrators and partners.
The Review Module
Learn the Review Module from both the perspective of the reviewer and the administrator. This session will cover how administrators set up review projects and assign stages to review teams. It will also show you how to monitor review projects, set up stages and reviewer progress. This session is highly recommended for all partner sales representatives and project managers.
The Catalyst Value Proposition
Everything you need to know to market and sell Catalyst products. This session is mandatory for all new partner sales representatives and is highly recommended for project managers.
Fast Track Site Setup
Learn how to get on the Fast Track, our semi-automated site creation and data loading protocol. This session will discuss how to ensure a smooth site launch and manage client expectations. This training is mandatory for all partner sales representatives and project managers.
CR Product Overview
Everything a Project Manager needs to know about Catalyst CR. This session is strongly recommended for all partner sales representatives and project managers.
XE Product Overview
Everything a Project Manager needs to know about Catalyst XE. This session is strongly recommended for all partner sales representatives and project managers.
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