I’m mapping out Q1 courses to level up our record-keeping and discovery support — thinking a 6-hour RelativityOne indexing module and an advanced docketing refresher for quirks in Odyssey eFile. If you’ve taken a concise program that sharpened trial notebook prep or Bates-stamp workflows in Acrobat Pro, what translated to faster, cleaner files? General pointers welcome — case-specific steps go to our attorneys, but I want the right training to back them up.
RelativityOne indexing is solid, but I’d pair it with their Processing Fundamentals and then build an Acrobat Action Wizard that runs “OCR before Bates,” applies a matter‑prefix stamp, and auto‑saves to a Stamped subfolder — like meal prep for PDFs; quick how‑to: https://helpx.adobe.com/acrobat/using/action-wizard-acrobat-pro.html. That cut 20–30% off our trial notebook prep when we added page labels from bookmarks. Are you using Action Wizard already, or want a sample action file to start?
I’d pair ACEDS eDiscovery Essentials (fast, practical) with an Acrobat habit: run Preflight ‘Convert to PDF/A-2b’ and flatten comments before Bates, then save a per‑matter Bates preset — cut our QC fixes in half. For Odyssey, Tyler’s short eFile ‘avoid rejection’ webinar was worth it, and we keep a running local checklist of clerk quirks so filings don’t play whack‑a‑mole. For case‑specific production specs, confirm with counsel.
Quick win for cleaner files: take Everlaw’s free 2‑hour ‘Productions 101’ and, in Acrobat, run ‘Set Page Boxes’ to normalize margins (like ironing pages before numbering) so the Bates label lands consistently, then use the Bates tool with a saved preset; Adobe’s how‑to is here: https://helpx.adobe.com/acrobat/using/bates-numbering-pdfs.html. For trial notebooks, a short CaseMap Cloud intro that exports issues to a Word binder template kept our sets tidy — do you already map exhibit file names to the issue list?