This session is designed for users who want to master advanced searching techniques within the Exterro Review Vault. Building on basic search concepts, attendees will learn to leverage sophisticated features to conduct complex investigations, isolate key data, and gain deeper insights.
Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required.The course will cover:
-Complex Query Construction: Utilizing advanced search operators and syntax to narrow down result sets.
-Metadata and Field Searching: Leveraging document metadata for precise data targeting.
-Search Management: Creating and managing saved searches for efficiency.
-Analytics Integration: Coverage of how advanced search interacts with tools like Exterro Assist (note: deep focus on Exterro Assist will be avoided).
Aaron Canney specializes in end-to-end eDiscovery, data management, and workflow optimization. With more than seven years of experience managing large-scale document reviews for federal agencies and Fortune 500 companies, he is an eDiscovery attorney who currently serves as a Case Manager in Professional Services at Exterro. In this role, Aaron consults with legal teams to streamline their operations—helping them regain control over complex data, reduce legal spend, and successfully integrate Exterro’s AI solutions into their litigation strategies.
Prior to law school, Nancy worked in the Silicon Valley in a variety of fun and challenging jobs, mostly in HR and Finance, for small and emerging companies. Her experience working in the high-tech industry, coupled with legal education and e-Discovery/Information Governance expertise, results in an unusual blend of qualifications and skills that benefit her clients each and every day.