Quick Start Guide

With this guide, you’ll get acquainted with all of the important things you’ll find as soon as you log in to Rev. 

You can download these instructions here.

Getting Started with Your Rev Workspace

Rev helps criminal defense attorneys quickly analyze evidence, transcribe jail calls, and build stronger cases. This guide walks you through the essential features you need to know.

Step 1: Understanding Your Dashboard

When you first log into Rev, you'll see your main dashboard with three key areas:

Left Side - Navigation Menu

• Your workspace settings
• Calendar connections
• File management
• Custom templates for your practice

Center - File Upload Area

• Main area for adding case files
• Drag and drop functionality
• Upload progress tracking

Right Side - Quick Access

• Calendar integration
• Upcoming meetings

Step 2: Uploading Case Files

Rev works with all your evidence types - body cam footage, jail calls, police reports, witness statements, and more.

Method 1: Drag and Drop

1. Locate your case files on your computer
2. Drag files directly onto the center upload area
3. Rev automatically begins processing each file
4. You can upload individual files or entire case folders at once

Method 2: Cloud Storage Integration

1. Click on your preferred storage service (Dropbox, Google Drive, OneDrive)
2. Sign in to connect your account
3. Select files directly from your cloud storage
4. Files import automatically to your Rev workspace

Method 3: Video Links

1. Copy video links from YouTube, Vimeo, or other platforms
2. Paste the URL into Rev's upload field
3. Rev downloads and processes the video automatically

If you want to learn more about uploading files and getting transcripts, follow these links:

• Uploading Files + AI Transcripts
• Order Human Transcripts 

Step 3: Setting Up Calendar Integration

Connect your calendar to automatically join client meetings and court hearings with Rev's note-taking feature.

1. Click "Get Started" on the right side of your dashboard
2. Choose Google Calendar or Microsoft Outlook
3. Sign in to authorize the connection
4. Your upcoming meetings now appear in Rev
5. Click any meeting to activate Rev's AI note-taker

Step 4: Recording Conversations

Use Rev's built-in recorder for client consultations, witness interviews, and case planning sessions.

1. Click the "Record" button at the top of your screen
2. Click Record to begin recording

3. Stop recording when finished
4. Transcription begins automatically
5. Searchable transcript appears in your files

Step 5: Accessing Your Files

All uploaded and recorded content is stored in your secure Rev workspace.

Recent Files (Below the upload)

• Quick access to your latest case materials
• Click any file to open transcription and analysis

My Files (Left Navigation)

• Complete file library

Step 6: Account Settings

Manage your subscription and workspace preferences.

1. Click the settings menu at the top right
2. Update billing and subscription details
3. Set transcription preferences
4. Configure security and privacy settings
5. Manage team access (if applicable)