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Clear well E-Discovery Platform V6.6 User Guide Revision: May 9, 2011, PAGE: 2 Clear well Systems, Inc. Clear well E-Discovery Platform V6.6 User Guide Revision: May 9, 2011, Last updated: April 27,
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How to fill out clearwell e-discovery platform v66

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Point by point guide on how to fill out Clearwell e-discovery platform v66:

Access the Clearwell e-discovery platform v66:

01
Open your web browser and navigate to the Clearwell e-discovery platform v66 website.
02
Enter your login credentials to access the platform.

Familiarize yourself with the platform's interface:

01
Take a moment to explore the different sections and features of the platform.
02
Pay attention to the menu options, tabs, and search functions available.

Understand the purpose and context of the e-discovery process:

01
E-discovery refers to the identification, preservation, collection, processing, review, and analysis of electronic data for legal proceedings.
02
Clearwell e-discovery platform v66 is designed to facilitate and streamline this process.

Start by creating a new case:

01
Click on the "New Case" or similar button within the platform's interface.
02
Provide relevant details such as the case name, description, and case administrator.

Set up custodians and data sources:

01
Identify the custodians (people with potentially relevant data) involved in the case.
02
Add the custodians to the platform and specify the data sources associated with each custodian.

Define search criteria and keywords:

01
Determine the specific search criteria and keywords that will be used to search for relevant data.
02
Input this information into the platform, ensuring it aligns with the scope of the case.

Initiate data collection:

01
Depending on the case requirements, you may need to collect data from various sources such as email servers, file shares, or individual devices.
02
Use the Clearwell e-discovery platform v66's data collection tools to gather the identified data.

Process and analyze collected data:

01
Once the data collection is complete, the platform will automatically process and organize the collected data for review.
02
Utilize the platform's analytics and search capabilities to identify and filter relevant information.

Review and tag relevant documents:

01
Systematically review the documents and files presented within the platform.
02
Use tags or labels to categorize the documents based on their relevance or importance to the case.

Generate reports and export data:

01
When the review process is finished, generate reports summarizing the findings and evidence discovered within the platform.
02
If necessary, export the relevant data in the required file format for further legal proceedings.

Who needs Clearwell e-discovery platform v66?

Law Firms:

01
Law firms that engage in litigation or handle legal matters can benefit from the Clearwell e-discovery platform v66.
02
It enables them to efficiently manage and analyze large volumes of electronic data relevant to their cases.

Corporate Legal Departments:

01
Corporate legal departments deal with regulatory compliance, internal investigations, and litigation.
02
Clearwell e-discovery platform v66 helps streamline their e-discovery process, reducing costs and ensuring legal obligations are met.

Government Agencies:

01
Government agencies involved in legal proceedings can leverage Clearwell e-discovery platform v66 for effective e-discovery management.
02
It aids in the identification and review of electronic data pertinent to their cases.

Legal Service Providers:

01
Legal service providers specializing in e-discovery services can utilize Clearwell e-discovery platform v66 as a comprehensive tool to assist their clients.
02
It enhances their ability to handle complex e-discovery projects efficiently.
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