Tag Archives: eDiscovery

Get Excel to Automatically Launch Documents from an Exhibit List, Privilege Log, or Hot Documents List

Posted on February 10, 2016 by excelesquire

Today I’ll explain how to create a schedule of documents or other files in Excel that includes a hyperlink for each document. Anyone reviewing this list will be able to open any document described on it by just clicking the link. This makes it … Continue reading →

Posted in CLE, eDiscovery, Everybody, formulas, Lit Support, Privilege Logs | Tagged CLE, deposition prep, eDiscovery, electronic discovery, Litigation support, paralegal, porcupines, Privilege Logs | 5 Comments

“Excel Essentials for Busy Lawyers” Approved for New York CLE Credit!

Posted on November 2, 2015 by excelesquire

Excel Esquire’s signature course has been re-approved for New York CLE credit for 2019! Excel Essentials for Busy Lawyers is a 2-hour workshop for beginner and intermediate Excel users, and covers the basics of filtering, sorting, and analyzing data, as well as performing … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Practice Management | Tagged bridge the gap, CLE, document review, eDiscovery, electronic discovery, Excel, Excel CLE, Excel Formulas, Filtering, Litigation support, metadata, New York City CLE, pivot table, Wizard in medieval times | 4 Comments

Generate Properly-formatted Bates Numbers in a Snap

Posted on September 23, 2015 by excelesquire

Let’s say you get the following panicked email from an attorney on your team: You understand that these are the Bates numbers for documents on the Big Bank case, but you need to convert them to the proper format in order … Continue reading →

Posted in CLE, eDiscovery, formulas, Lit Support | Tagged CLE, eDiscovery, everyone, Excel Formulas | 4 Comments

Find Inconsistent Document Tags with Excel

Posted on September 8, 2015 by excelesquire

Scenario: You’re doing QC on a batch of reviewed documents that needs to be released for production. One thing you need to check for is whether family members (i.e., emails and their attachments) have been coded consistently. If an email is tagged … Continue reading →

Posted in CLE, eDiscovery, formulas, Lit Support | Tagged document review, eDiscovery, eDiscovery analytics, electronic discovery, Excel Formulas, I know that guacamole is extra, Litigation support, metadata, paralegal, pivot table | 1 Comment

Tracking Duplicates with MATCH, INDEX, and COUNTIF

Posted on June 14, 2015 by excelesquire

Today’s post is about a powerful Excel formula for tracking duplicates in a large set of email metadata. This routine is not for the faint of heart, but if you are managing a document production, supervising a redaction project, or creating … Continue reading →

Posted in eDiscovery, formulas, Lit Support, Privilege Logs | Tagged eDiscovery, eDiscovery analytics, electronic discovery, Formulas, Litigation support, metadata, VLOOKUP | 2 Comments

Reverse Names Easily with Find & Replace

Posted on May 21, 2015 by excelesquire

A student in one of my CLE programs recently asked me the following question: What do you do when you have a long list of names of the form “Cook, Mary” and you want to put them in the form “Mary … Continue reading →

Posted in CLE, eDiscovery, Everybody, Lit Support, Practice Management | Tagged CLE, eDiscovery, Law Practice Management | 5 Comments

Reviewing Native Excel Files, Part 1: Detecting Inconsistent Formulas

Posted on April 30, 2015 by excelesquire

This is the first in a series of posts about reviewing native Excel files produced by parties in litigation. We’ve finally reached a tipping point in litigation where the production of native Excel files (rather than inscrutable thousand-page printouts) is … Continue reading →

Posted in eDiscovery, formulas, Lit Support, Native File Review | Tagged eDiscovery, electronic discovery, Excel CLE, Litigation support, Native Excel review | 8 Comments

April CLE Courses Now Enrolling in NYC!

Posted on March 10, 2015 by excelesquire

Tools of the Trade: Excel Skills Every Litigator Should Know carries 3.0 New York CLE credits, and April classes are now enrolling in New York City. The first CLE course of its kind, Tools of the Trade takes you step by … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Practice Management, Privilege Logs | Tagged CLE, eDiscovery, electronic discovery, Excel, Formulas, Law Practice Management, metadata, native file redaction, native file review, New York, privilege log, Privilege Logs | Leave a comment

Sort Email Metadata Without Losing the Attachments

Posted on January 29, 2015 by excelesquire

This routine is a big favorite in my New York Excel CLE course Tools of the Trade: Excel Skills Every Litigator Should Know. Click here for more information about the course. Scenario: You have a set of email metadata corresponding to a … Continue reading →

Posted in eDiscovery, formulas, Lit Support, Privilege Logs | Tagged eDiscovery, Litigation support, metadata, Privilege Logs | 2 Comments

Excel Esquire CLE Courses Now Enrolling in NYC!

Posted on November 25, 2014 by excelesquire

Tools of the Trade: Excel Skills Every Litigator Should Know is now approved for 3.0 New York CLE credits, and December classes are now enrolling in New York City. The first CLE course of its kind, Tools of the Trade takes you … Continue reading →