Training Programs & Publications Catalog LexisNexis Litigation Services: Concordance LAW PreDiscovery We ll Get You There... About Us...2 Our Instructors...2 Training Formats...3 Certifications...3 Charting Your Course...4 Course Descriptions...5-9 Publications...10 Order Form...11
Our Training Program About Us We have a passion to give you a top-notch training experience that will get you where you need to be on your journey with our software products, whether you re just starting out or have more experience. From our introductory classes to our certifications, you re sure to find a course that suits your needs. And a newly-developed line of publications will continue to support you even after your formal training experience is over. Our Instructors Anne Brennen joined LexisNexis in September 2007. She has seven years experience as a litigation technology database analyst and trainer for large law firms and twelve years experience as an information technology trainer and support analyst in both the legal and corporate sectors. Anne Chi began her career with LexisNexis in 2006. She started out as a technical support analyst and was quickly promoted to a training role due to her technical savvy and great facilitation skills. Anne teaches all of the Concordance classes and plays a large role in curriculum development. Anne has also earned the Litigation Support Professional certification from LitWorks. Camille Kaiser has been an employee of LexisNexis since 2006. Before joining the training team, she worked as an Account Executive with the File & Serve division. She was a legal assistant for several years, working for law firms in both Michigan and Arizona. She has been involved with the legal community for over twenty-five years. Tracy Marshall has over seven years experience in the litigation support industry, and joined LexisNexis in June of 2006. Tracy s extensive experience includes involvement with development, marketing, sales, support and training of LAW software. Not only is Tracy experienced with LAW, she has worked with many of today s litigation support tools including Z-Print, Storm, and Concordance. Chad Wilmer joined LexisNexis in June of 2007, and has over twelve years of experience as a trainer and workflow process consultant of automated litigation support products and services, including Concordance, LAW PreDiscovery and CaseMap. Chad brings a wealth of real world experience to the classroom. He has previously held positions as Imaging Manager, Project Manager, and Training Manager with large service bureaus and the federal government. 2
Classroom Training Come to one our training centers and be part of a small-group training experience that is free of office distractions and entirely focused on learning. Bring your laptop with the software loaded and we ll take care of the rest. Lunch and beverages are provided. You ll also receive workbooks and quick reference cards to support you during and after class. All training centers are located near major airports; directions and hotel recommendations are provided once you register. Our Certifications Our certifications are recognized in the industry. They re a great vehicle for career advancement and an effective way to market yourself as an expert in e-discovery tools. The certifications we offer are: Concordance Certified Professional Concordance Certified Software Trainer Concordance Certified Software Administrator Concordance Certified FYI Administrator LAW PreDiscovery Imaging Certified User LAW PreDiscovery E-Discovery Certified User LAW PreDiscovery Certified Administrator Concordance Training Partner Program Our Training Formats If you re training or consulting independently, getting certified qualifies you as an official Training Partner with us we list you on our Web site and provide referrals. Training Partners must take and pass the certified trainer exam yearly to maintain their status with us. To support your training efforts, we offer comprehensive, workflow-driven training workbooks and several great quick reference cards for purchase. Now you can teach your classes using our official curriculum. Additionally, we offer a certification kit to support your training business, which includes bundles of the workbooks, the latest training slides decks, a current mobile copy of the software, and more (see our Web site for details and to order). Solutions Partner Program Online Training If you re looking for a low-cost training option that lets you stay put in the office, online training may be exactly what you re looking for. You ll log into a simple Web-conferencing tool and work with a live instructor who will guide you through learning the product. On-site Training On-site training is a great option if you have a number of people to train at your office or are looking for a highly customized experience. We can bring our classes to you, exactly as we teach them in our training centers, or we can customize classes to meet your specific needs. Studies show that people who attempt to learn new software on their own and fail are much less likely to adopt the software later on, whereas early success builds confidence. The best way to ensure early success with our products is through a hands-on training experience! All Concordance certifications require that you take our two "fundamentals" classes Concordance Fundamentals and Concordance Administration Fundamentals. If you have prior experience using Concordance and Concordance Image, you can take an online exam that (if you pass) enables you to opt out of the prerequisites. Before taking the LAW PreDiscovery Certified Administrator class, we require that you take and pass the exam for the e-discovery certification. Are you looking for a way to differentiate yourself in the competitive vendor market? Do you have a number of staff members who hold Concordance or LAW administration certifications with us? Then, you may qualify to market yourself as a Solutions Partner with us. Contact us for details! 3
Charting Your Course We have many training options some will help you get started and teach you the basics, and others will help you advance your knowledge and credential you as an expert. Use these charts to get you where you need to go! Concordance Classes If your role is to Start with Then advance to See page Review documents Concordance Fundamentals Concordance Certified Professional 5 6 Install, set up, support, and administrate Concordance Fundamentals Concordance Administration Fundamentals Concordance Certified Software Trainer Concordance Certified Software Administrator Concordance Programming Language 5 7 Sell, train, and consult as a Distributor Concordance Fundamentals Concordance Administration Fundamentals Concordance Certified SoftwareTrainer Concordance Certified Software Administrator 5 7 Sell, host, train, and consult as an ASP Concordance Fundamentals Concordance Administration Fundamentals Concordance Certified FYI Administrator Concordance Certified Software Administrator 5 8 Market yourself as new grad or in career transition Concordance Fundamentals Concordance Administration Fundamentals Concordance Certified Professional 5 6 Do any of the above, but can t get to a class Online training On-site training Call Us LAW PreDiscovery Classes If your role is to Attend See page Scan paper documents prior to review Process electronic documents prior to review Install, set up, support, and administrate Market yourself as new grad or in career transition Do any of the above, but can t get to a class LAW Imaging Certified User LAW E-Discovery Certified User LAW Certified Administration LAW Imaging Certified User LAW E-Discovery Certified User LAW Certified Administrator Online Training On-site Training 8 9 9 8 9 Call Us 4
Courses Concordance Concordance Fundamentals This one-day class will get you up and running with Concordance quickly, teaching you the basics of how to: Navigate Concordance Use effective search methods Tag documents Edit data Work with images Work with transcripts Concatenate databases Generate reports Print and understand productions Note: This class, along with the Concordance Administration Fundamentals class, meets the prerequisite requirement for all of our certifications. Cost: $450 Using Concordance workbook Prerequisites: None CLE: 6 credits in AL, AR, CA, ME, NH, SC, TX 7 credits in CO, FL, NY, OK, RI, WV Concordance Administration Fundamentals This one-day class teaches you the basics of setting up and administrating Concordance, specifically how to: Create and customize a database Import data Link records to their images Perform database maintenance Set preferences Maintain database security Concatenate databases Export data and images Productions Note: This class, along with the Concordance Fundamentals class, meets the prerequisite requirement for all of our certifications. Cost: $450 Administrating Concordance workbook Prerequisites: None 5
Courses Concordance Concordance Fundamentals Online This online course is a great alternative to the classroom format. This is an accelerated and condensed version of the full-day class that s taught at our training centers. Because of the faster pace of this format, we recommend this class for those with strong computer skills and/or some previous Concordance experience. Note: This class does not meet the pre-requisite requirements for the certification classes. However, after completing this class, you can take a free, online opt out exam that (if you pass) will qualify you. Cost: $350 Online from your own computer! * Dates are listed on our training Time: 4 hours, times vary Using Concordance workbook Free opt out exam to qualify for certification classes Concordance Administration Fundamentals Online This online course is a great alternative to the classroom format. This is an accelerated and condensed version of the full-day class that s taught at our training centers. Because of the faster pace of this format, we recommend this class for those with strong computer skills and/or some previous Concordance experience. Note: This class does not meet the pre-requisite requirements for the certification classes. However, after completing this class, you can take a free, online opt out exam that (if you pass) will qualify you. Cost: $350 Online from your own computer! * Dates are listed on our training Time: 4 hours, times vary Administrating Concordance workbook Free opt out exam to qualify for certification classes Concordance Certified Professional (CCP) This two-day certification course covers more advanced topics than Concordance Fundamentals (can be taken instead of or along with that class) and is a great designation for your resume or to show your employer how much you know! You ll learn how to: Explain the discovery workflow Explain set up and administration Perform complex searches Use advanced tagging strategies Use all markup / redlining features Print document records and images Edit and create new records Generate reports Concatenate Cost: $1250 Using Concordance workbook Prerequisites: None CLE: 10 credits in AL, AR, CA, ME, NH, SC, TX 12 credits in CO, FL, NY, OK, RI, WV 6
Concordance Certified Software Trainer (CCST) Courses Concordance This three-day certification course is designed to prepare you to teach others about how to use and administrate Concordance. You ll review some of what you learned in the fundamentals courses, but focus primarily on advancing your knowledge so that you can effectively explain concepts and procedures to others. Here s some of what s covered: Viewing and marking records and images Searching (basic and advanced) Tagging Working with transcripts Editing records Printing data and images Concatenation Installation Database creation Importing records and loading images Database management and security Exporting and backups Producing images Cost: $1850 Using Concordance workbook Administrating Concordance workbook Prerequisites: Concordance Fundamentals Concordance Administration Fundamentals Concordance Certified Software Administrator (CCSA) This three-day certification course is designed to prepare you to administrate Concordance and provide technical assistance to others. You ll review some of what you learned in the fundamentals courses, but focus primarily on advancing your knowledge so that you can effectively explain concepts and procedures to others. Here s some of what s covered: Licensing and hardware Building new databases and loading data Preparing database for users Creating and managing tags Setting up and managing security Database management Concordance preferences Editing and creating new records Concatenation Searching and sorting Reporting & producing Troubleshooting Database structure and component files FYI remote access option Cost: $1850 Administrating Concordance workbook Prerequisites: Concordance Fundamentals Concordance Administration Fundamentals 7
Courses Concordance & LAW PreDiscovery Concordance Certified FYI Administrator (CCFA) This one-day certification course is designed to prepare you to administrate Concordance FYI Server and provide technical assistance to others. You ll review some of what you learned in the fundamentals courses, but focus primarily on advancing your knowledge so that you can effectively explain concepts and procedures to others. Here s some of what s covered: Server setup and best practices Server security End-user management Backup and recovery Troubleshooting Server updates Cost: $750 Administrating Concordance FYI reference guide Prerequisites: Concordance Fundamentals Concordance Administration Fundamentals Knowledge of network and Windows administration LAW PreDiscovery Imaging Certified User (IMG) This two-day certification course provides participants with an understanding of how to use LAW for scanning and working with images. During the course, participants will learn the five key processes in LAW and how these processes are used in different project scenarios specific to imaging. Here s some of what s covered: Index fields Document scanning Attachments Quality control Editing features Page IDs Optical Character Recognition (OCR) Batch processing Administrative tasks Export Cost: $950 LAW PreDiscovery reference guide Prerequisites: Knowledge of Windows operating system and Microsoft Office Suite 8
Courses LAW PreDiscovery LAW PreDiscovery E-Discovery Certified User (EDD) This two-day certification course provides participants with an understanding of how LAW is used to process electronic discovery. This course is designed around common project scenarios to help lay a foundation for actual projects you may encounter. Here s some of what s covered: Case creation Settings Importing Report creation Batch processing TIFF conversions Quality control Deduplication Culling / searching Tagging Exporting Cost: $950 LAW PreDiscovery reference guide Prerequisites: Knowledge of Windows operating system and Microsoft Office Suite LAW PreDiscovery Certified Administrator (ADM) This one-day certification course provides participants with an understanding of how LAW is set up and administered. Here s some of what s covered: Local versus shared installation Database options Case locations and folder structures License modules Index profiles Grid views Distributed batch processing Export profiles Installation directory Configuration settings Cost: $750 LAW PreDiscovery reference guide Prerequisites: LAW PreDiscovery E-Discovery (EDD) certification Knowledge of Windows operating system and Microsoft Office Suite 9
Our Publications Official Concordance Training Curriculum Using Concordance Training Workbook The Using Concordance training workbook contains comprehensive information on Concordance, including modules on searching, tagging, editing data, viewing images, working with transcripts, concatenation, printing, production, and more! Activities help you practice key concepts and procedures. Spiral bound, 202 pages. Administrating Concordance Training Workbook The Administrating Concordance training workbook contains important information on setting up and administering Concordance, including modules on preliminary planning, installation, creating and managing databases, indexing, importing, creating tags, and much more! Activities help you practice key concepts and procedures. Spiral bound, 296 pages. Concordance Quick Reference Card The Concordance 2007 Quick Reference card is a quick and easy way to get familiar with all of the basic features and functions of Concordance all condensed into an handy 11x17 full color, 2-sided reference (folded to 8.5x11 in). Search Operators Quick Reference Card This quick reference card is a great guide to all of the full-text search operators (Boolean, Context, and Proximity), as well as the relational search operators. Includes examples of each! Full color, 2-sided 8.5x11 in. Hot Key Quick Reference Card This quick reference card is a great guide to all of the hot key keyboard shortcuts available in Concordance. Hot keys are listed for Concordance and Concordance Image! Full color, 1-sided 8.5x11 in. Database Creation Quick Reference Card This quick reference card is a great guide for referencing basic and administrative database fields (names/capacity/types/properties) and image load files (names/types/descriptions/examples) when building Concordance databases. Includes examples of each! Full color, 2-sided 8.5x11 in. 10
Training & Publications Order Form Billing Information Litigation Services Many Ways to Order! FAX: 866-960-2761 Phone: 425-463-3546 E-mail: litservtraining@lexisnexis.com Mail: Litigation Services Training 13427 NE 16th Street Bellevue, WA 98005 Last Name Title Address City / State / Zip Phone Last Name Title Address 1 Address 2 City / State / Zip First Name Company E-mail Shipping Information (if different) First Name Company Training Publications Training Guides / Workbooks Quick Reference Cards (Bulk 20) Using Concordance ($60) Administrating Concordance ($60) Concordance 2007 ($30) Concordance Hot Keys ($20) Concordance Search Operators ($20) Concordance Database Creation ($20) Training Courses Registration If a class schedule did not accompany this catalog, please see our Web sites for class dates and locations: Concordance: http://law.lexisnexis.com/concordance/training-classes LAW PreDiscovery: http://law.lexisnexis.com/law-prediscovery/training Course Name / Location / Dates: Course Name / Location / Dates: Course Name / Location / Dates: Price: $ Price: $ Price: $ Payment Information Credit Card # / PO # Total Payment: $ Exp Date MC VISA AMEX Name on Credit Card Signature Date *Taxes will be added. Ground shipping is included in the price of publications. Check if you re a distributor, ASP, or cert holder Please Note: Payments must be received at least one week prior to class or your registration may be canceled (with the exception of POs). Once your payment is processed, you will receive a confirmation with details about the class. All classes are non-refundable; date/location changes can be made if notice is received at least five days prior to class. LexisNexis reserves the right to cancel any training class. Some classes have prerequisites, as indicated on our Web site. 11
13427 NE 16th Street, Suite 200 Bellevue, WA 98005 Have questions about training? Contact Us at 425-463-3546 or litservtraining@lexisnexis.com What our clients say about our classes... I thoroughly enjoyed the class. The instructor made learning Concordance fun and interesting. The instruction format and materials are top notch. I look forward to taking more training from LexisNexis in the future! The class was taught by an extremely impressive and professional trainer. Her knowledge and practical experience was phenomenal. Couldn t recommend her classes highly enough. We had a mixture of tech wiz kids, and "almost" tech wiz kids, in our group and she managed to meet all of our needs. Our Training Centers Get away from the office distractions and come to a class in one of our beautiful LexisNexis training centers. We offer most of our classes at least once a month in each of these locations. Seattle, WA San Francisco, CA Chicago, IL New York, NY The class was well presented and the instructional materials are clear, concise, and an excellent future reference source as I upgrade my electronic discovery skill for the litigation support job market. WOW!!!! This training far exceeded my expectations and the instructor was amazing. Los Angeles, CA Dallas, TX Washington, DC The material I learned in class will make my job so much easier. Thank you!