Tag Archives: Litigation support

Open and Analyze a Production Metadata File (dat file) in Excel

Posted on September 26, 2016 by excelesquire

Does this scenario sound familiar? Your adversary drops a production on you in the form of a large zip file, and you need to know what’s in that production NOW. For example, you might have a motion to compel hearing later that day–are these … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Practice Management | Tagged eDiscovery analytics, Excel, Litigation support, metadata | 1 Comment

Hide Your Name When Printing Outlook Emails

Posted on May 20, 2016 by excelesquire

When you print an Outlook email–whether your own or someone else’s–your own name appears by default in large text at the top of the printout. This is awkward if you are printing emails as a delegate, or are using them as … Continue reading →

Posted in CLE, Everybody, Lit Support, Practice Management | Tagged CLE, eDiscovery, Law Practice Management, Litigation support, Microsoft Outlook, paralegal, Privilege Logs, Wizard in medieval times | 5 Comments

Redact Native Excel Files with the Filter Tool

Posted on February 22, 2016 by excelesquire

Sometimes you need to produce only certain rows of a large Excel spreadsheet. Some lawyers will painstakingly apply redaction stamps to hundreds of pages of tiff images, leaving only the responsive rows visible. This is a terrible waste of time and money, and … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged custom footer, eDiscovery, electronic discovery, Excel CLE, Filtering, Law Practice Management, Litigation support, native file redaction, native file review, paralegal, redactio ad absurdum | 1 Comment

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

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

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

Print a Rough Deposition Transcript in Half the Pages

Posted on April 17, 2015 by excelesquire

The court reporter just emailed you the rough transcript of today’s deposition, and you’ve absolutely, positively, got to read it on the train tonight. The idea of reading it off a tablet makes your head hurt, but printing out that .txt file is … Continue reading →

Posted in Everybody, Lit Support, Practice Management | Tagged deposition transcript, green lawyering, Litigation support, Mother Earth, paralegal | 2 Comments

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