Create Goals

Once you schedule a proceeding in Depositions by Filevine, you can start adding goals that describe what you want to accomplish. Once you begin recording the proceeding, Depo CoPilot will reference your goals to help you stay on track.

• Add Goals
• Manage Goals
• Goal Library

Add Goals

To view or add goals for a proceeding, navigate to the desired case and proceeding in Depositions by Filevine. In the Actions panel on the right, click Open Depo Copilot.

This action opens the Depo CoPilot interface in a new browser tab. In the lefthand side menu, select Goals.

You can add goals at any time before or during the proceeding, with a maximum of 30 goals per proceeding. Depo CoPilot will analyze whether these goals have been accomplished throughout the proceeding, using references to the transcript that you can review.

You can either use goals from the Goal Library—a central repository for reusable goals at your firm—or you can create custom goals.

To create a custom goal, click + Create new goal.

To use a goal from the library, find the desired goal in the righthand side panel and click + Add to depo. Use the “Created by” dropdown to display goals created by either you or everyone. Alternatively, you can choose Suggested from the dropdown to see generic goals created by Depo CoPilot. To find a goal by title, use the search bar.

For custom goals, enter the goal’s title and details. For library goals, review the pre-populated title and details, and make edits as desired. Attach documents if applicable, and then click Save. Continue adding goals as desired.

Attach Documents

If this proceeding's case is linked with Filevine, you can attach relevant documents from the Filevine project to your goal. Depo CoPilot can then cross-reference witness testimony against your project documents in real time. View a full list of all supported file types and their size limits.

Click + Attach documents, and choose one of the following options:

• Attach documents from your linked Filevine project. Select the “Search documents” field, and make sure Include Filevine project docs is selected. Search for and select the desired document(s). Filevine project documents have a Filevine logo.
• Upload documents from your computer. Click Upload, and upload your desired document(s) directly from your device. Keep in mind that any documents uploaded directly into Depo CoPilot do not sync back into Filevine.

Heads Up!

The documents from your Filevine project do not sync in real time. If they are updated in Filevine after you initially linked your project, those updates do not reflect in Depo CoPilot.

Manage Goals

By default, goals are sorted in order of creation from newest to oldest. To reorder goals, use the six dots ⋮⋮ to click and drag each goal to the desired order. This order is effective at the user level only, so each user can reorder goals according to their preference. Goals remain in the order you choose, even if you navigate away or refresh the page.

To edit or delete a goal, click the vertical ellipsis ⋮. Select Edit to update the goal’s title, details, or attachments, and then click Save. Select Delete to remove a goal from the proceeding, and then click Delete again to confirm.

Once the proceeding starts and Depo CoPilot begins analyzing a goal, you can no longer edit that goal’s title, details, or attachments. However, you can still add and reorder goals during the proceeding as desired.

Goal Library

To reuse a goal in future proceedings, add it to the Goal Library. This action saves you the step of manually reentering the same goal repeatedly. You can also see goals created by other members of your Org.

To access the Goal Library, navigate to any case in Depositions by Filevine, and then open any proceeding. In the Actions panel on the right, click Open Depo Copilot. In Depo CoPilot, go to the main menu ≡ in the top left corner and select Goal Library.

To add a goal to the library, click + Create goal and enter the goal’s title and details. You cannot attach documents at this stage—only once you add the goal to a proceeding. When you’re finished, click Save to library.

To find an existing goal in the library, you can search by title. If desired, you can expand the “Created by” dropdown and filter by either everyone or you.

To edit a goal’s title or details, click the pencil icon. Make the desired edits, and then click Save changes. Your edits will apply only when the goal is used in the future. Proceedings that currently use the goal will be unaffected.

To remove a goal from the library, click the trash can icon, and then click Delete goal to confirm. While the goal cannot be used in the future once deleted, proceedings that currently use the goal will be unaffected.

Note

Whatever goals you add to this section are visible to everyone in your Org with Depo CoPilot access. Anyone in your Org can view and edit your goals, and use them in proceedings. Likewise, you can view, edit, and use any goals created by other Org members.