Cases are actually databases designed to help you organize and analyze data in preparation for depositions and trial. Cases may be created manually by supplementing with pre-built templates, or copying a previous case into CaseMap and then customizing it for a particular case.
Planning your case before you start creating it in CaseMap helps you get the most productivity from CaseMap with the least effort. You can also avoid false starts with a small amount of pre-planning.
Reference the following Creating Cases checklist to learn more about CaseMap case creation.
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When determining the name for a case, you may want to consider internal naming conventions used by your organization. Most organizations name files by case name or matter. Whichever you decide, please keep the case name professional. The case name displays on the title bar within CaseMap and prints on every report — including those you may be sharing with clients and other third parties. You can use spaces, commas, and periods in the name, but you cannot use colons, quotations marks, slashes, or asterisks. |
Store cases in network folders for staff access |
Cases should be stored on the network where all case users can access the file. The case should be stored by case name or matter, or according to your organization's internal guidelines. If there is no network setup or only one individual is using a case, the case can be stored on a user's hard drive. In this instance, nightly backups of the case should be made to a flash drive or portable hard drive. In this scenario, other users cannot access the case without using a replica copy. Synchronizing data with the primary case should then occur regularly.
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Each time you create a new case, it's important to identify the time zone where the case resides — not where your organization is located. Once you set the time for a case, you cannot reset it later. |
The Case Jumpstart Wizard helps you get started building the cast of characters and entering information when you create a new case. The wizard also helps you categorize the different types of people and organizations involved in the case. Information populates the All Objects spreadsheet and any applicable sub-level object spreadsheets. Use of the wizard or any wizard page is optional and can be skipped if you do not have any entries. You can also use the Case Jumpstart Wizard any time after the case is created to enter new information. |