Summation Admin and Reviewer Guides are linked at the bottom of this article.


The Admin Guide is geared towards IT, System Admin, and litigation support personnel and covers the following:

  • Administering Summation and Users
  • Configuring Data Sources
  • Managing Projects
  • Loading Summation Data
  • Using Lit Holds
  • Configuring and Using the Multi-Tenant Environment
  • Configuring and Using LawDrop


The Reviewer Guide is geared towards end user litigation support, paralegals, attorneys and covers the following:

  • Customizing the UI Layouts and panels
  • Viewing Data in Layouts and panels
  • Deleting Documents
  • Configuring and running quick and advanced searches
  • Using filters to cull data
  • Using Visualization - Social Analyzer, Geolocation, Heatmap
  • Working with Transcripts and Exhibits
  • Imaging documents
  • Applying Tags / Labels
  • Coding Documents - Grid, Review Sets, Predictive Coding
  • Annotating Evidence
  • Bulk Printing
  • Managing Review Sets
  • Exporting Data - Export and Production Sets
  • Getting Started with KFF