Are you using Exterro the way you need to — or just the way it came out of the box?
Every team's workflow is different. Whether you're running a single Exterro module or orchestrating several across your organization, the platform is far more flexible than most users realize — and this session is your shortcut to unlocking that flexibility.
Join us for this XCelerate Your Skills session, where we'll go beyond the basics and show you how to tailor Exterro to fit your team's actual day-to-day workflows — not the other way around. You'll walk away with practical, ready-to-use techniques you can apply immediately, including:
- Templates — Stop rebuilding the same request, matter, or hold from scratch every time
- Automation — Let Exterro handle the repetitive steps so your team can focus on higher-value work
- Default Settings — Configure the platform to reflect how your organization actually operates
- Shortcuts & Hidden Efficiencies — Small tweaks that add up to big time savings across your team
Whether you're a single-module user looking to tighten up your process, or managing multiple Exterro products across teams, you'll leave this session with concrete configuration ideas you can implement right away — no engineering ticket required.
This is a live, interactive session — bring your specific workflow questions, and our team will help you think through how to configure Exterro around them in real time.
Save your spot — seats are limited, and this is the kind of session that pays for itself the very next time you log in.
Presenters
Jean Donaldson
Director of Education and Enablement, Exterro
Jean Donaldson is a Sr. Director, Solutions Consulting at Exterro where she has been a subject matter expert in our product set for 9 years. Prior to joining Exterro, Jean spent 12 years at small law firms in the DC area as the IT Manager/Lit Support manager and 2 years working for Lockheed Martin embedded in the Civil Division of the DOJ where she was the Program Manager for the Litigation Support Training Department and Help Desk.