AD Summation Trainer


Summation Trainer Program

The Program offers qualified candidates the opportunity to become Summation Trainers; the most elite training group in the industry.  The  program includes advanced certification training on the following Summation products: iBlaze, WebBlaze, Enterprise and CaseVantage.

To see the certification workshop schedule, click here.

Other Summation Programs
AD Summation also offers the following certification courses: Summation Data Technician, Summation iBlaze Professional User, and Summation Enterprise Implementation Engineer.

For more details on any of Summation’s certification programs, please contact Susan Evancho at susan.evancho@wolterskluwer.com.


Summation iBlaze

Topics covered include:

  • Installation
  • Program Structure
  • Security/Network Administration
  • Database Overview
  • Review Sets
  • Tagging & Foldering
  • Table & Form Design
  • Loading Images
  • Loading OCR Documents
  • Processing & Loading eDiscovery
  • Batch Loading Documents
  • Production Tools
  • Import/Export Summaries
  • Moving Case Data
  • Transcripts
  • Case Organizer

Duration:  3 days
Cost:  $3,000
Location:  New York, San Francisco, Online, or Onsite
Application required:  Yes
Pre workshop exam required:  Yes


CT Summation WebBlaze

Topics covered:

  • Overview
  • Administration
  • iBlaze and WebBlaze Integration
  • Feature Exploration

Duration:  ½ day
Cost:  $500
Location:  Online
Prerequisite Certification Required:  CT Summation iBlaze


CT Summation Enterprise

Topics covered:

  • Core Database
  • Enterprise Data Manager (EDM)
  • Production Tools
  • Vocabulary Builder
  • Advanced Searching
  • Global Replace and Security
  • Administrator Console
  • Enterprise WebBlaze
  • Copy/Case Merge Ability
  • Briefcases
  • Form Editor
  • Review Sets
  • Enterprise vs. LG Product line feature

Duration:  1 day
Cost:  $1000
Location:  San Francisco, New York, Online, or Onsite
Prerequisite Certification Required:  CT Summation iBlaze and CT Summation WebBlaze


Enterprise Implementation Engineer (EIE) Program

The EIE program provides you with the specialized technical knowledge required to install, administer, update and maintain CT Summation Enterprise.

Topics covered include:

  • SQL
  • WebBlaze/IIS
  • Windows server configuration
  • Enterprise application
  • Setup
  • Configuration 
  • Administration
  • Recommended workflows
  • Troubleshooting
  • Security setup
  • Network and mobile client 
  • iBlaze data migration
  • 3rd-party data migration

Duration:  4 days
Cost:  $4,000
Location:  NY, SF, or onsite
Application required:  Yes
Pre workshop exam required:  Yes

To participate in the EIE program, you must have attained the MCSE, MCDBA or MCITP certification or otherwise be able to demonstrate commensurate experience. 


CaseVantage Certified Trainer (CCT) Program

The CCT program gives you all the information you need to effectively train CaseVantage users and administrators.

Topics covered include:

  • Case Items
  • Best practices
  • Security
  • Configuration
  • Usage statistics
  • Indexing
  • Import / Export
  • Production
  • Management of clients, cases, users, data

Duration:  2 days
Cost:  $2,000
Application required: Yes
Pre workshop exam required: No
Location:  Valhalla, New York or Onsite

CCT applicants must possess and demonstrate intermediate knowledge of the litigation support and eDiscovery process, must have experience training adults, and must demonstrate the ability to follow instructions through all stages of the application process.


CT Summation Data Technician (SDT) Program

The SDT program educates CT Summation Software users on the most accurate and efficient way to manipulate electronic data using CT Summation’s award winning products.

Topics covered include:

  • DII and EDII load file formats
  • ASCII loads
  • OCR
  • eDiscovery
  • Briefcase

Duration: 1 day
Cost: $1,500 (discounts for Qualified Resellers and CT Summation Certified Trainers)
Application required:  No
Pre workshop exam required: No
Location: Online or Onsite

SDT candidates must have an intermediate knowledge of CT Summation iBlaze 2.9.1, must be comfortable manipulating data in CT Summation iBlaze 2.9.1, and must be prepared to discuss and master the abovementioned topics. ** Great for vendors.


iBlaze Professional User Designation

For $250 CT Summation will give you access to a customized online iBlaze Professional User exam, which will test your knowledge of the core features of CT Summation iBlaze 3.0, and designate you as a CT Summation iBlaze Professional User.

Topics covered on the iBlaze Professional User exam are:

  • Navigation and Case Views
  • Layouts
  • Core Database
  • Tagging and Foldering
  • Searches
  • Review Sets
  • Images
  • Ocrbase
  • Transcripts
  • eDiscovery

Cost: $250
Application required:  No
Pre workshop exam required: No
Location: Online Exam

There is no prerequisite knowledge required for candidates to take the iBlaze Professional User exam.  All candidates interested in taking the exam and obtaining iBlaze Professional User status will be permitted to do so.

Testimonials
"Nothing else has the features and functionality of AD Summation. iBlaze has the ability to cull 100,000 documents to what is responsive to an issue. We have attorneys on the road taking depositions around the United States, for sometimes up to two months. They are able to take more then 50,000 documents with them and prepare for the next deposition using AD Summation."
Whitney Summers, Burr Forman LLP
Case Studies
Today law firms are challenged like never before when faced with mega-sized cases involving millions of documents and millions of dollars. A multi-million document litigation will saddle a law firm with difficult technology decisions and staffing concerns. How does a law firm involved in a mega-sized case evaluate their document review options and determine the right database technology choice?