Posted in App, litigation

TrialPad (Lit Software) Updates

It’s been a while since posting but that (hopefully) will change with this latest update from Lit Software to their suite of litigation software. There are three separate apps that can be used to help you with your litigation practice. There is TrialPad, TranscriptPad and DocReviewPad.

Each app can help you with a separate part of preparing for and presenting information at trial.

In a nutshell, TrialPad is an app that allows you to organize and present evidence at trial, mediation or during motions.

TranscriptPad is an app that allows you to review and markup transcripts that are in text format to help you organize relevant testimony.

DocReviewPad is an app that allows you to do similar functions for documents involved in the discovery process.

With court rooms beginning to open, there is so much to discuss and show with the latest update that it cannot be limited to one post. I plan on posting specific ways to use the updated tools. For now, this will be a quick post to alert users of the apps or those interested in learning more about them that the software and payment for it has recently been updated.

In the past, one could buy the apps and receive updates. The new model is a subscription plan. You can download any of the apps from the App Store and start a 7 day free trial, with no limitations or restrictions and using your own documents and evidence.

It is strongly recommended that you not wait until the day or even week before trial to start learning these apps.

If you want to learn more about these apps, visit the Litsoftware website and review the videos that are currently available and help center.

Recently, Jay Vaughn and I walked through using TrialPad on Trial Lawyers University. There are various upcoming seminars that will be put on to show you how to use these apps. Check your local bar or trial lawyer schedules.

Posted in App

DocReviewPad – Review and Produce Documents for Litigation

DocReviewPad is designed to help you organize and review your documents for use in litigation or other legal matters.

The app allows you to import documents, assign Bates numbers, add sticky notes, tag and create issue codes.

To see this and other Lit Software litigation software for the iPad, check out their various videos on their Vimeo page.

You can purchase the ultimate litigation bundle which includes TrialPad and TranscriptPad as well from here.

This latest update to DocReviewPad addresses or adds the following:

==== NEW ====
• Added iOS 11 compatibility.
• Added Entire Document and Current Page icons for more intuitive Issue Code assignment.
• Updated User Guide under Help > User Guide.

==== IMPROVED ====
• Updated Dropbox API.
• Bates numbers alignment after export to TrialPad.
• UI color adjustments.
• UI feedback improvements.

==== FIXED ====
• Issue with exported Reports appearing blank on another platform or app.
• Issue with app closing when trying to Split certain documents.
• Issue with app closing during Report creation with certain documents.
• Issue with annotations being rotated after export.
• Issue trying to delete files from Tags / Issue Codes tab.
• Issue displaying page in Search results.
• Issue with Show Fingers switch remaining on.

Posted in App

DocreviewPad Update

DocReviewPad icon

DocReviewPad has been updated to include many helpful features. This app is used to help you organize and review all your litigation documents quickly and efficiently, create production sets, and Bates stamp all your documents.

The latest update includes:

• NOTES! Added the ability to have multiple notes on every page. Notes appear as numbered “stickies” and can be moved around the page.
• Totally revamped reports for better clarity and information. Notes for each page are displayed in their own column, and associated with their own page and Bates number.
• Notes for pages are included on a separate page in an export allowing you to read the notes as you look at the document.
• New Documents, Speed Review, Tags / Issue Codes tabs at the bottom of the documents list (similar to TrialPad) for easier navigation and review of documents.
• Tags / Issue Codes tab allows you to view a document and see what annotations and notes were applied to what pages.
• Totally revamped the Export and Reports dialogs to be much more visual, easier to select documents, and granular in determining what to include and exclude.
• Added option in Settings to Remember Document Position so that when you switch between long documents you’ll always come back to the same page (defaults to On).
• Added Current Page as a share option (in addition to Entire Document) for all the export options (email, print, upload, etc.).
• New and updated User Guide within the app, and available as a PDF with bookmarks and hyperlinks.
• Many other minor new features, improvements, and fixes.

You can watch the app in use here.

TranscriptPad2 Report2

If you need manuals for the apps, you can download them here.

DocReviewPad is one of three apps that are part of a litigation bundle you can get. The bundle includes TrialPad and TranscriptPad.

TrialPad is used to present information, documents and videos from your iPad during trial, mediation or hearings. TranscriptPad is used to help organize, tag and work with transcripts.



Posted in App, Commentary

TrialPad – How to Create Key Docs and Witness Folders

TrialPad 4 icon

When getting ready for a trial recently, I finally realized a couple of important concepts related to using TrialPad that can make a big difference in organization and speed – Creating Witness folders with documents you will use for the witness examination.

Having a folder for each witness is not the concept I realized. Instead, the method for accomplishing this finally clicked.

The developer has a great video that runs you through using the app.

Here is how to create the key documents and witness folders.

First, documents that are imported into Trial Pad are always available to you for use on the left side. However, if in preparing an examination of a witness, you want to refer to page 25 of a deposition and want to have the relevant section highlighted, you can set this up ahead of time. More importantly, you can do this for multiple documents and place them into a folder for later reference to present it.

Here are the basic steps.

  • From the left side, select the document you want to use.
  • Scroll to the page you want to use on the right side.
  • If you want to use the particular page by itself or want to highlight or callout a portion, do so now.

TrialPad Create Key Doc

  • On the top right, tap on the Key icon. This basically takes a picture of the way the page has been set up and moves the document to the key documents area.
  • You can repeat this process to send various documents to the key documents area.
  • Once the documents are in the Key documents area, you can create witness folders and move the proper key documents for each witness into that folder. To add a new folder, tap on the + at the bottom left and you will be presented with 2 choices: Add New Folder or Add Whiteboard.

TrialPad naming-new-folders

  • When you tap on Add New Folder, you will be presented with the ability to name the folder, assign it a color and icon.

TrialPad duplicate-key-documents

  • You can even duplicate key documents so you do not need to recreate the way you set them up. By duplicating them, you can then place all the documents you need for each witness in a single folder and not have to search between various witness folders.
  • To duplicate a key document, Tap Select, tap the circle next to the key document and then tap Edit at the bottom left. You will have a choice to Duplicate, Rename, Move, Export to iTunes. Tap on Duplicate.
  • A duplicate of the key document will appear. Tap Select, tap the circle next to the document you want to move and then Tap Edit. Then tap Move. You will be able to select the folder you want to move the document into.
  • Repeat the process for each document.

Hopefully, this walk through will help you create witness folders with the key documents you need to be successful.

Posted in App


DocReviewPad icon

DocReviewPad, an app to help review and organize electronic documents for litigation and similar legal matters, has been updated to fix a few issues that include:

* Addresses an issue of a file type not being recognized if the .PDF extension is removed in the rename dialog after performing a Split on a document.
* Addresses an issue that caused the app to close after performing a search, viewing the results, and then pressing the Back button.
* Addresses a Bates number border issue when a page or document was assigned the Confidential Tag.
* Changed the naming convention for the backup archives for consistency with TrialPad and TranscriptPad.

You can watch an overview video on Vimeo.

DOCREVIEWPAD screenshot3

Using DocReviewPad, you can review documents, assign Bates numbers, generate reports and create production sets. Learn more about this app from

Posted in App

TrialPad Optimized for iPadPro

TrialPad 4 icon

TrialPad is an app used by lawyers and litigators to organize and present information for judges, jurors and mediators. A more thorough review will be provided in the near future. However, there have been major improvements made that include the following:

* iPad Pro resolution support.
* Content is sharp and crisp and the layout is designed the iPad Pro.
* Increased amount of content on the screen:
* More cases viewable in the Cases Screen.
* Longer file names and information can be displayed in landscape orientation.
* More room to preview what is shown on the external display.
* The iPad Pro can display the document list and whole preview window while in portrait orientation.
* Apple Smart Keyboard support, use to quickly find a document.
* Support for presenting in portrait orientation.
* Documents, Multimedia , and Key Docs tabs retain their respective scroll position when switching between tabs.
* Split Screen mode changes:
* Active document is now prominently highlighted from underneath.
* Inactive document is dimmed when an annotation mode is activated, so you know which document you are working with.
* Full screen mode (Expand button) has been re-designed to take advantage of Apple’s new APIs.
* Collapsing the master view was previously something we had to work around Apple’s APIs to accomplish, but now it is officially supported.
* The animation to collapse and expand is now smoother.
* Showing and hiding the document list has been re-designed to look and behave like Apple’s Apps, with the arrows on the top left and the “Documents” back button to show the Documents list.
* The PDF viewer has been completely rewritten using Swift and Apple’s latest APIs:
* For better performance, stability, and compatibility with the latest OS features.
* For the additional capabilities under the hood that we will exploit soon, such as the change the scroll direction of pages to left-right, and scroll direction of documents to up-down.
* Smoother animations of zooming into documents.
* Annotating:
* Apple pencil support when using the laser tool (it automatically offsets when using your finger, but not when using the Apple Pencil).
* Straight line tool now snaps to 90 degree angles.
* Highlights can now overlap without multiplying and making darker shades.
* New Snapshot tool.
* A snapshot can be taken of any document with its annotations and callouts.
* Snapshots can also be taken of multiple documents displayed in Split Screen mode.
* Snapshots are collected into a new Snapshots folder.
* Snapshots can be printed or exported to another app, e.g. Keynote.
* You can now create Key Docs from multiple documents and/or folders of documents.
* You can now import page-level issue codes as Key Docs from DocReviewPad Production Set.
* User Guide is now included in app as a PDF that can be viewed in QuickLook or downloaded and printed.
* Blank/Freeze/Present buttons are now always visible, but greyed out when not available.

Posted in App

TranscriptPad and DocReviewPad Updates

TranscriptPad 2 icon  DocReviewPad icon

Lit Software has updated two of their three iPad litigation apps to support iPad Pro resolution and provided other updates. The two apps, TranscriptPad and DocReviewPad, help those in the legal profession organize and review electronic documents including PDFs, transcripts, photos and more.

DOCREVIEWPAD screenshot3

TrialPad can be used to organize, annotate and present information for trial, hearings and mediation.

A 30 minute video demonstration of TrialPad is available here. (click on video to open on Vimeo)

TranscriptPad works with transcripts to help you review, annotate and create reports.

DocReviewPad allows you to review, bates number and export sets of documents.

You can get all three apps as part of a bundle here.


Posted in App

DocReviewPad Updated

DocReviewPad icon

DocReviewPad, an iPad app to help attorneys and paralegals organize and review documents, has been updated to include Tag and Issue Codes for individual pages, a redaction tool.


The report layout has been improved to display some newer information. Now, you can search bates numbers. There have been other miscellaneous fixes as well.

Posted in App

DocReviewPad Update

DocReviewPad icon

DocReviewPad, an iPad app for attorneys to organize, review, bates stamp and review documents has been updated.

You can see the app tutorial below by following the link below.

The new features and issues addressed in this update include:

◆ Added the much requested “Open In…” functionality to import documents from email attachments or other apps.
◆ Added functionality to allow users to add or remove Bates numbers at any time.
◆ Added functionality to filter production sets based on the Flagged status of documents.
◆ Added functionality to import the contents of folders that you drag into iTunes File Sharing.
◆ Improved the performance and stability of the “Split Document at Current Page” function.
◆ Addressed an issue with documents that contained multiple periods in the file name.

If you are looking for a way to organize and produce documents on the go in a case, check out DocReviewPad.

Posted in App, Review

DocReviewPad for iPad Released


DocReviewPad for iPad is the latest app from Lit Software and promises to make reviewing, bates numbering and producing documents for litigation easier and more helpful. This app is for lawyers, paralegals and others who need to organize and review electronic documents.

DocReviewPad+Organize Screenshot

The app allows you to import various documents, assign custom Bates numbers and review the documents with built in tags to help you organize the information into reports and import them directly into TrialPad, an app to help you organize and present information for trial, mediation and depositions.


You can assign custom Bates numbers, with up to 6 letters and 9 numbers, that automatically increment on every page (e.g. Smith-123456789). With each page having it’s own number it makes it easier to determine that everyone is on the same page when referencing the document at trial or in a deposition.

You can sort by Bates numbers, or perform a Search to find a page with a particular Bates range. After assigning a Bates number you can edit the location of the Bates number to eight possible positions, to making sure important information is not written over by the numbers.

You can have all your documents on your iPad in a searchable, easy to access, and organized way.

Annotation tools like highlighters and pens make marking up documents easy. Make sure to tap and hold on the Annotate button to have the highlighter colors, pens and markers appear.

You can also use the search feature to find words in documents you are looking for as well. The document will need to be a searchable PDF to search for language in the document.

Client meetings, hearings and mediations no longer require large boxes of files. You still may need to print the documents to mark as exhibits. But, carrying around all of the documents in an electronic format makes the task of finding just the right document easier.


Whether you need to create a set of documents to produce, review a documents provided to you, or export certain documents to TrialPad for a mediation or trial, this app can help. During an Export you choose to include or exclude documents based on various criteria, including whether they have been reviewed or not, have certain Tags assigned to them, or have specific Issue Codes.

DocReviewPad works with cloud services: Box, Citrix ShareFile, Dropbox, Transporter, and WebDAV. You can also use email or the File Sharing feature in iTunes to import or export your documents

To download the DocReview User guide, click here. To learn more about his and other apps from LitSoftware, visit their homepage.

If you are looking for an alternative to Adobe Acrobat DC to help you organize, mark up and bates number documents in litigation, consider DocReviewPad because it will let you organize and review on the go with ease.