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

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

TrialPad Update for DocReviewPad

TrialPad 4 icon

In anticipation of the newest app release from Saurian, TrialPad is adding support for the soon to be released DocReviewPad.

This app is used by lawyers during trial, motion hearings and during mediation. TrialPad helps you not only organize the information you will need but present it in a powerful real time way that many other apps can’t offer.

DocReviewPad isn’t quite out yet. However, it is designed to make mobile document review easy.

Here are some of the features of DocReviewPad that should be released soon.

  • The only full featured and professional mobile document review tool
  • Standardized user interface and user experience matches TrialPad and TranscriptPad for the Lit Software “Suite” experience; current TrialPad and TranscriptPad users will be immediately comfortable and up to speed
  • Apply customized Bates numbers to hundreds or thousands of pages, quickly and easily; with border, size, and location options
  • Rapidly review documents using intuitive swipe gestures
  • Mark documents with built in tags for Confidential, Privileged, Relevant, or Responsive
  • Assign your own color-coded Issue Codes, e.g. Bank Statements or Nurses Notes
  • Zoom in, highlight, or annotate documents
  • Flag important documents, and add notes (a digital sticky note)
  • Search for a Bates number, file name, or text within one document, a folder of documents, or the whole case
  • Export a document production set, omitting certain documents (e.g. all documents, except documents tagged as Confidential and/or Privileged)
  • Create beautiful PDF reports of documents produced, including the number of pages, Bates number ranges, and any assigned issue codes and notes; or create a report without showing your issue codes to give to the clerk or opposing counsel
  • Easily create separate case and witness folders
  • File formats supported: Adobe Acrobat PDF, JPG, PNG, TIF, Multi-Page TIF, and TXT
  • Export your documents into TrialPad, with all Issue Codes organized into Key Doc folders
  • Fast access to common case folder functions (Open, Rename, Duplicate, Delete) by pressing and holding a case folder
  • Access an integrated Quick Tutorial Video onboarding experience, and a free iBook Quick Start Guide, in the Help menu
  • Import documents from cloud storage options (Box, Dropbox, Citrix ShareFile, Transporter, and WebDAV) as well as iTunes File Sharing
  • Streamlined workflow for Cloud Storage lets users browse multiple accounts, and log in and out of services on-the-fly
  • Folder organization inside a case folder allowing for 72 possible combinations of folder colors and icons
  • Quickly navigate back to any hierarchical case level, or all the way to the Cases screen, by pressing and holding the Back button
  • Proudly designed, coded, and supported in the United States


Posted in App

TranscriptPad and TrialPad Updated

TrialPad 4 icon TranscriptPad 2 icon

Two apps that are great tools for attorneys, TranscriptPad and TrialPad have just been updated. These apps help you prepare for trials, hearings and mediations. No matter what kind of litigation you may be involved with, these apps help you streamline and organize your thoughts.

TranscriptPad, is an app that allows you to review, markup and organize text file transcripts. One of the neat features is the ability to review through a transcript (note the file must be imported into the app as a txt file) and mark up parts of the transcript and organize them by topic. When you are finished, you can generate and share different reports that contain the relevant portions, organized by the topics you have created.

Transcript Mark up

The updates to the app include:

> New Case Archiving functionality, for backing up and sharing larger cases.
> Stability improvements when importing corrupt case archives.
> Addressed UI Issues after generating reports in portrait orientation.
> Addressed an issue with using slash characters in a Case name.
> Other minor UI improvements.

TrialPad, an app that allows you to organize, present and markup documents, play videos and otherwise present information to a court, jury or in mediation, has also been updated.

This app is a great tool for zeroing in on relevant portions of documents, photos or other digital materials. You or witnesses can mark up the images in real time to allow the decision maker to focus on the relevant information.


The updates for TrialPad include:

> Addressed issues with the Edit and + menus in portrait orientation.
> Addressed an issue where TXT files are downloaded but may not be imported into the case until the New Files button is pressed.
> Addressed an issue loading annotations for Key Docs made from the same document, when opened in sequence.
> Other minor UI and stability improvements.

Posted in App

TranscriptPad Updated – Citrix Sharefile support

TranscriptPad 2 icon

TranscriptPad, an ipad application to allow you to read, review and markup transcripts from hearings, court and depositions, has been updated to version 2.1.o.

TranscriptPad2 Report2

The below features have been added:

> Added Citrix ShareFile cloud storage support.
> Added blue bar indicator to the left of files and folders of transcripts that have been annotated. Useful to determine which transcripts still need to be reviewed.
> The currently opened document, and the folder within which it resides, now appear shaded in the file list. This aids in navigating back to the file after viewing an exhibit, or to distinguish between similarly named documents.
> Added the ability to “Show Fingers” in Settings. Useful for training or demonstrations while mirroring. This automatically turns off when closing the app.
> Various other small bug fixes and performance improvements.

The developer describes the following features of the app:

TranscriptPad allows transcript digestion and collaboration, including the creation and assigning of issue codes, and a powerful search tool. And, you can carry and reference hundreds of transcripts right from your iPad.

Some of the powerful features TranscriptPad offers:

Full Text Search – As you review, you can search for key words through hundreds of transcripts in mere seconds. All results appear in context, and are easy to navigate and organize. You can easily create an issue code and generate a report from your search results.

Transcript Mark up
Issue Codes – Creating issue codes is fast and easy in TranscriptPad. Your custom issue codes can be applied to a single transcript or used across an entire case.

Exhibits – Exhibits are easily stored and accessed in TranscriptPad so that you can review them without losing your page or your thought process.

Organization – When TranscriptPad imports your transcripts it automatically folders and organizes according to deponent name and date, making it easy to locate a transcript. You can still create your own custom folders and organize them by issue or witness.

Although the price of $89 seems steep for an app, the abilities and functions offered are worth it even for just one case.

You can combine the purchase with TrialPad for the Ultimate Litigation Bundle.