Give the role a reliable starting point.
Provide the job identifiers, naming conventions, approved transfer channels, and the person who determines exhibit status. Specify who may receive each file and how confidential material should be handled.
Keep supporting material organized
Exhibit file coordination
Coordinate the administrative receipt, naming, and authorized handoff of exhibit files around your reporting jobs.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Log exhibit files received through approved channels
- Apply instructed job and file identifiers
- Track missing, unreadable, or duplicate files
- Prepare the file index for the reporter or production reviewer
What comes back to your team
Work you can see and review.
Exhibit receipt register
A working record with source references, current status, and the person responsible for the next step.
Job-linked file index
A focused view of missing inputs, unanswered questions, and items that need your decision.
Missing-file exception list
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
Several files arrive after a deposition with incomplete labels. The assistant preserves the originals, records their source, and asks the designated reviewer to confirm the job and exhibit references before organizing the delivery folder.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check file accessibility, source, version, and job association. Do not infer an exhibit number or final status from a filename; retain unresolved identification questions until the reporter or legal team confirms them.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
ReporterBaseSharePointDropbox BusinessApproved secure delivery portals
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for exhibit file coordination?
Provide the job identifiers, naming conventions, approved transfer channels, and the person who determines exhibit status. Specify who may receive each file and how confidential material should be handled.
How will we know what is complete?
Check file accessibility, source, version, and job association. Do not infer an exhibit number or final status from a filename; retain unresolved identification questions until the reporter or legal team confirms them.
Which decisions remain with us?
Reporters and authorized legal professionals determine the record, exhibit identification, and disclosure permissions. The assistant does not alter evidence, certify exhibits, or decide what belongs in the official record.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as ReporterBase, SharePoint, Dropbox Business. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
One reliable assignment record
Deposition scheduling support
Coordinate approved assignment details and confirmations for your scheduling team.
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Context before the proceeding
Job-file preparation
Assemble approved job information so the assigned reporter can review the administrative details in advance.
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From request to authorized delivery
Transcript order tracking
Maintain order status and follow-up records around transcript production and release.
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Clear administrative follow-through
Reporting billing support
Prepare billing inputs and track approved invoice questions without interrupting the reporting team.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.