New Client Preferences Form
Scoping
Contact Information
Name
*
First Name
Last Name
E-mail
*
example@example.com
Phone Number
*
Preferred Contact Method
*
Please Select
E-mail
Text message
Editing Preferences
Choose your preferences between options below.
CAT Software (I use Case CATalayst):
Case CATalayst
Eclipse
Other (compatible with Case CATalyst)
Exhibit References:
Exhibit No. 1
Exhibit Number 1
Other
Electronic Mail Preference:
E-mail
e-mail
Email
email
Phone Number Preference:
123-456-7890
(123) 456-7890
123.456.7890
Online Material Preference:
Website / Webpage
Web site / web page
website / webpage
Other
Oxford Comma:
pickles, ketchup, and mustard
pickles, ketchup and mustard
Do you prefer to leave in "strike that"?
Yes
No
Other
Do you want indirect quotation marks when a person is speaking for another (i.e. quotations introduced by that person)?
Yes
No
No quotation marks, but capitalize first word
Other
Errors by speakers:
(sic)
[sic]
Other
Do you want a space before/after dashes?
Yes
No
Other
When witness says "eight o'clock":
eight o'clock
8:00
8 o'clock
8:00 o'clock
When witness says "two million dollars":
$2,000,000
$2 million
two million dollars
2,000,000 dollars
When referencing a date, do you want a comma after the year?
Your May 1, 1995 letter
Your May 1, 1995, letter
Confirmation questions that are a full sentence:
That happened on Friday, is that right? (Comma)
That happened on Friday; is that right? (Semicolon)
That happened on Friday. Is that right? (Period/New sentence)
Confirmation questions that are not a full sentence:
That happened on Friday, right? (Comma)
That happened on Friday; right? (Semicolon)
That happened on Friday. Right? (Period/New sentence)
Commas surrounding filler words:
I spent, like, a lot of time there.
I spent like a lot of time there.
I spent like, a lot of time there.
Do you want all false starts, stutters, stammers, etc. included?
Yes to all (I want to kee- kee- keep them in)
Yes, but only within reason to maintain an accurate trancsript
Yes, but only if there is a video associated with the transcript
No
Other
Do you want partial words / abandoned words included?
Yes to all (I want to inclu- keep them in)
Yes, but only within reason to maintain an accurate trancsript
Yes, but only if there is a video associated with the transcript
No
Other
Use ellipses for trailing thoughts?
Yes
No
Other
When witness is spelling a word:
ALL CAPS
A-L-L, C-A-P-S
Anytime
A-n-y-t-i-m-e
Other
Insert new by line after colloquy if last speaker is the first speaker after the colloquy?
Yes
No
Other
Spell numbers out one through:
Please share any additional information that will be helpful for me to scope using your style. Provide clarification on any answers above, if needed.
Are there any issues you particularly struggle with that I can look out for?
In that past, what has specifically pleased or annoyed you with other scopists?
If you have any personal editing preference sheets you like to share with your scopists, please attach here.
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