Casemaker - Maine State Bar Associationmsba.mainebar.org/cle/handbooks/2014_programs/lyr/... · 1 Return to Table of Contents User Guide This user guide to Casemaker is designed to

Materials provided by:Rebecca Skeeles, Esq.

Casemaker - Lawriter, Charlottesville, VA

Casemaker

Chapter 2 - MSBA Page #2-1


1Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Use

r Gui

deTh

is u

ser g

uide

to C

asem

aker

is d

esig

ned

to fa

mili

ariz

e yo

u w

ith it

s di

ffere

nt p

ages

and

pro

vide

inst

ruct

ion

on h

ow to

use

its

vario

us s

earc

h ca

pabi

litie

s, br

owsi

ng

feat

ures

, org

aniz

ing

com

pone

nts

and

tool

s.

For m

ore

assi

stan

ce in

usi

ng C

asem

aker

,liv

e cu

stom

er s

uppo

rt is

ava

ilabl

e M

onda

y th

roug

h Fr

iday

, 8 a

.m. t

o 8

p.m

. Eas

tern

:Ca

ll: 1

-877

-659

-080

1 or

Emai

l: Su

ppor

t@ca

sem

aker

lega

l.com

Clic

king

the

Live

Cha

t lin

k fro

m th

e na

viga

tion

bar

will

allo

w y

ou to

talk

with

our

cus

tom

er s

uppo

rt

repr

esen

tativ

es o

n sc

reen

dur

ing

our b

usin

ess

hour

s. Se

e pa

ge 3

.

Nee

d m

ore

help

? Si

gn-u

p fo

r a tr

aini

ng w

ebin

ar b

y cl

icki

ng o

n “w

ebin

ar”

in th

e na

viga

tion

pane

l. Se

e pa

ge

3 . Case

mak

er s

uppo

rts

the

follo

win

g br

owse

rs:

IE 8

+, F

irefo

x F3

+, S

afar

i4+

, Chr

ome

10.

Cont

ents

Hom

e Pa

ge

Page

2Th

e Se

arch

Bar

Page

3M

y Ac

coun

ts

Page

4H

ow to

Bro

wse

Page

7Re

sults

Pag

e

Pa

ge 1

1D

ocum

ent P

age

Pa

ge 1

2H

ow T

o Ru

n a

Sear

ch fr

om S

crat

ch P

age

13Se

arch

Tip

s Ex

pand

ed

Page

14

How

To

Set U

p Fo

lder

s

Pa

ge 1

7H

ow T

o W

ork

With

Not

es

Pa

ge 1

8Th

e H

isto

ry

Page

19

How

To

Set U

p A

Clie

nt

Page

20

How

To

Prin

t

Pa

ge 2

1H

ow T

o Em

ail

Page

22

How

To

Dow

nloa

d

Page

23

Case

mak

er P

ro

Pa

ge 2

4H

ow T

o U

se T

he M

obile

App

licat

ion P

age

26


2Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Page

s: Th

e H

ome

Page

The

hom

e pa

ge is

whe

re e

very

thin

g be

gins

. H

ere

you

can

type

a n

ew

sear

ch in

to th

e se

arch

box

, bro

wse

thro

ugh

the

libra

ry, p

ull u

p re

cent

ly

view

ed c

ases

from

you

r fol

ders

, or v

iew

you

r sea

rch

and

docu

men

t hi

stor

y.

The

hom

e pa

ge c

onsi

sts

of

thre

e se

ctio

ns:

1. T

he S

earc

h Ba

rA

stat

e-of

-the

-art

sea

rch

engi

ne m

akes

cre

atin

g a

sear

ch s

impl

e an

d st

ress

fre

e. P

age

3

2. M

y Ac

coun

tsEv

eryt

hing

that

mak

es

Case

mak

er y

ours

can

be

foun

d rig

ht h

ere.

Pag

e 4

3. T

he L

ibra

ry B

row

ser

Just

wan

t to

look

thro

ugh

the

data

base

? Th

e Li

brar

y m

akes

it e

asy.

Pag

e 7

12

10

12

10

12

10

Not

e:Te

xas

mem

bers

’ hom

e pa

ge is

the

Texa

s lib

rary

.


3Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

The

Hom

e Pa

ge: S

earc

h Ba

rTh

e se

arch

bar

is a

con

sist

ent p

art o

f Cas

emak

er’s

user

inte

rfac

e an

d m

akes

cre

atin

g a

new

sea

rch,

vie

win

g se

arch

his

tory

, or a

cces

sing

you

r fo

lder

s at

any

time

durin

g th

e re

sear

ch a

sim

ple

proc

ess.

The

sear

ch b

ar h

as 3

con

sist

ent f

eatu

res.

1. T

he S

earc

h Bo

xCr

eate

a s

earc

h qu

ickl

y in

the

sear

ch b

ox. A

dvan

ced

sear

ch o

ptio

ns a

re

show

n be

low

the

sear

ch b

ox to

spe

cify

the

type

of s

earc

h. S

earc

h by

ke

ywor

d, c

itatio

n, p

arty

, sec

tion,

or d

ocke

t. Ad

ditio

nal s

earc

h op

tions

ar

e lo

cate

d on

the

left

sid

e of

the

scre

en u

nder

“Adv

ance

d Se

arch

”.

Use

the

sear

ch ti

ps u

nder

the

sear

ch b

ar to

be

mor

e sp

ecifi

c in

you

r sea

rch.

Thi

s to

ol g

ives

ph

rasi

ng tr

icks

that

mak

e yo

ur s

earc

hes

mor

e pr

oduc

tive.

See

pag

e 13

to s

ee a

list

of t

hese

se

arch

tips

. 12

101

210

12

10

Tip:

Aut

o Co

rrec

tTh

e Se

arch

box

is e

quip

ped

with

aut

o co

rrec

t cap

abili

ties

for

mis

type

d ci

tatio

ns. E

.G. I

f you

put

the

cita

tion

270n

e2d4

6 in

the

sear

ch b

ox, i

t will

reco

gniz

e th

e la

ckin

g sp

acin

g, p

unct

uatio

n,

and

capi

taliz

atio

n ci

tatio

n an

d co

rrec

t it t

o 27

0 N

.E.2

d 43

6.

How

ever

, you

mus

t pro

perly

abb

revi

ate

your

repo

rter

s. Ca

sem

aker

goe

s by

Blu

e Bo

ok c

itatio

n gu

idel

ines

for c

itatio

n ab

brev

iatio

ns.

You

can

turn

this

opt

ion

off b

y se

lect

ing

the

chec

kbox

.

NO

TE: Y

ou’ll

not

ice

that

impo

rtan

t fea

ture

s ar

e ad

ded

to th

e se

arch

bar

thro

ugho

ut th

e se

arch

pro

cess

to m

ake

orga

niza

tion

fa

ster

and

eas

ier.

2. A

Juris

dict

ion

Pop-

Up

Men

uSe

lect

a ju

risdi

ctio

n to

sea

rch

by c

licki

ng th

e dr

op d

own

arro

w, p

ullin

g up

the

pop-

up m

enu

and

chec

king

the

box

or b

oxes

that

cor

resp

onds

w

ith y

our n

eeds

.Yo

u w

ill n

eed

to m

ake

a se

lect

ion

here

with

eac

h se

arch

that

is n

ot in

yo

ur d

efau

lt ju

risdi

ctio

n. T

o ch

ange

this

sel

ectio

n:A.

Clic

k on

the

pop-

up m

enu.

B. C

heck

the

box

besi

de th

e st

ate

you

wan

t to

sear

ch w

ithin

.C.

The

n se

lect

whe

ther

you

wan

t to

also

sea

rch

thro

ugh

“Sel

ecte

d Re

late

d Fe

dera

l” D

ocum

ents

(U.S

. Circ

uit a

nd U

.S. D

istr

ict c

ases

)- o

r “Al

l Fe

dera

l” do

cum

ents

. D.

Sav

e yo

ur s

ettin

gs a

t the

bo

ttom

of t

he w

indo

w.

The

fede

ral l

ibra

ry g

ives

you

th

e op

tion

to c

usto

miz

e yo

ur

sear

ch a

nd y

ou c

an c

hoos

e in

divi

dual

libr

arie

s, yo

u do

n’t

have

to s

earc

h th

e w

hole

lib

rary

.N

OTE

: Our

def

ault

set

ting

fo

r th

is is

All

Stat

es a

nd R

elat

ed F

eder

al. Y

ou c

an c

hang

e th

e de

faul

t se

ttin

g on

you

r ac

coun

t to

be th

e ju

risd

icti

on(s

) of y

our

choi

ce,

rath

er th

an A

ll St

ates

and

Rel

ated

Fed

eral

usi

ng th

e M

y Se

ttin

gs

link.

To

Chan

ge y

our

defa

ult j

uris

dict

ion,

see

pag

e 4.

3.

A N

avig

atio

n Pa

nel

Loca

ted

at th

e ve

ry to

p of

the

sear

ch b

ar, t

he n

avig

atio

n pa

nel c

an

retu

rn y

ou to

the

hom

e pa

ge, a

llow

you

to v

iew

you

r fol

ders

, che

ck

your

his

tory

, get

hel

p, s

ign

up fo

r a fr

ee, l

ive

onlin

e w

ebin

ar, a

nd w

atch

tu

toria

l or p

rodu

ct v

ideo

s re

late

d to

the

New

Cas

emak

er. I

t will

als

o di

spla

y th

e na

me

of th

e cl

ient

you

are

cur

rent

ly w

orki

ng fo

r.Fo

r mor

e ab

out u

sing

fold

ers,

refe

r to

page

17.

To le

arn

mor

e ab

out t

he “c

lient

” bu

tton

see

pag

e 20

.


4Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

The

Hom

e Pa

ge: M

y Ac

coun

ts.

The

“My

Acco

unts

” se

ctio

n of

the

hom

epag

e pu

ts e

very

thin

g th

at m

akes

Case

mak

er y

ours

on

the

front

pag

e.

This

incl

udes

impo

rtan

t set

tings

like

:

1.

My

Sett

ings

2.

Pass

wor

d Cr

eatio

n3.

Pe

rson

al L

ogin

4.

Fold

ers

5.

Save

d Se

arch

es6.

Re

cent

Sea

rche

s7.

Ad

vanc

ed S

earc

h

From

this

sec

tion

you’

r e a

ble

to e

asily

set

add

ition

al s

ecur

ity m

easu

res,

view

cus

tom

fold

ers,

go b

ack

to re

cent

and

sav

ed s

earc

hes,

or c

reat

e an

adv

ance

d se

arch

.

See

page

8 to

lear

n ho

w to

sav

e a

sear

ch.

Pass

wor

d Cr

eatio

n:Th

e ne

w C

asem

aker

sys

tem

incl

udes

man

y fe

atur

es th

at a

llow

you

to p

erso

naliz

e, s

ave

and

orga

nize

you

r res

earc

h. T

o pr

otec

tyo

ur w

ork,

the

new

Cas

emak

er a

llow

s yo

u to

cre

ate

a pa

ssw

ord

and

secu

rity

ques

tion

to p

reve

nt u

naut

horiz

ed u

se o

f you

r per

sona

l in

form

atio

n.

To d

o th

is, s

elec

t “Se

tup

Pass

wor

d” fr

om th

e “M

y Ac

coun

ts”

sect

ion

of

the

hom

epag

e. S

et y

our p

assw

ord

and

secu

rity

ques

tion

then

sel

ect

“sub

mit.

”

NO

TE: Y

our

pers

onal

info

rmat

ion

in C

asem

aker

is n

ever

at r

isk,

se

ttin

g an

add

itio

nal p

assw

ord

here

is ju

st a

n ad

ded

secu

rity

ch

eckp

oint

.


5Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Pers

onal

Set

tings

To c

hang

e yo

ur d

efau

lt se

ttin

gs, c

hoos

e “M

y Se

ttin

gs”.

This

will

brin

g yo

u to

the

Def

ault

Use

r Set

tings

win

dow

.To

cha

nge

the

defa

ult s

earc

h ju

risdi

ctio

n:

Clic

k M

y Se

ttin

gsCl

ick

Sele

ct S

tate

but

ton

Chec

k co

rres

pond

ing

boxe

sCl

ick

OK.

Chan

ging

def

ault

sear

ch li

brar

y (c

ases

, sta

tute

s, al

l boo

ks, e

tc.):

Clic

k M

y Se

ttin

gsCl

ick

Sele

ct D

ata

Type

but

ton

Chec

k co

rres

pond

ing

boxe

sCl

ick

OK.


6Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Chan

ging

resu

lts s

ort o

ptio

nCl

ick

My

Sett

ings

Choo

se ra

dio

butt

on c

orre

spon

ding

with

cho

ice

of s

ort o

rder

Clic

k O

K.

Ente

r you

r em

ail a

ddre

ss, p

rimar

ily u

sed

for E

mai

ling

docu

men

tsCl

ick

My

Sett

ings

Ente

r E-M

ail a

ddre

ssCl

ick

OK.

Case

mak

er d

oes

not r

ecom

men

d ch

angi

ng th

e Pr

int O

ptio

n.

Chan

ge th

e D

ocum

ent f

orm

at fo

r em

ailin

gSe

lect

the

radi

o bu

tton

cor

resp

ondi

ng to

you

cho

ice

of fo

rmat

Choo

se p

refe

rred

Pag

e La

yout

Clic

k M

y Se

ttin

gsCh

oose

radi

o bu

tton

cor

resp

ondi

ng w

ith c

hoic

e of

layo

ut.

Choo

se to

turn

on

or o

ff th

e co

py s

elec

tion

yello

w te

xt b

oxTh

is re

fers

to th

e ye

llow

box

that

app

ears

whe

n yo

u hi

ghlig

ht te

xt

with

in C

asem

aker

. The

yel

low

box

app

ears

allo

win

g yo

u to

cop

y yo

ur

text

with

the

cita

tion

for t

hat c

ase.

Tur

ning

this

feat

ure

off w

ill p

reve

nt

the

yello

w b

ox fr

om a

ppea

ring,

allo

win

g yo

u to

cop

y th

e te

xt w

ithou

t th

e ci

tatio

n fo

r the

cas

e.Cl

ick

My

Sett

ings

Choo

se ra

dio

butt

on c

orre

spon

ding

with

cho

ice.

IMPO

RTA

NT!

Aft

er m

akin

g an

y ch

ange

s in

My

Sett

ings

, be

sur

e to

clic

k Sa

ve, t

hen

clic

k Cl

ose.


7Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

The

Hom

e Pa

ge: B

row

se

On

the

Hom

e Pa

ge is

Cas

emak

er’s

brow

sing

co

mpo

nent

. It g

ives

acc

ess

to th

e da

taba

se

with

out r

equi

ring

a se

arch

.

The

libra

ry s

ectio

n is

bro

ken

into

thre

e se

para

te

libra

ries:

1. A

ll Co

nten

t2.

Fed

eral

Mat

eria

ls3.

Sta

te M

ater

ials

Each

of t

hese

thre

e lib

rarie

s co

ntai

ns c

ore

cate

gorie

s or

“bo

oks”

that

can

be

sele

cted

and

br

owse

d.

See

page

9 to

lear

n ho

w to

bro

wse

the

libra

ry

in m

ore

deta

il.

NO

TE: Y

ou w

ill a

lway

s be

abl

e to

nar

row

do

wn

the

cont

ent i

n th

e br

owse

r. Th

is m

eans

no

mat

ter h

ow m

uch

the

cont

ent i

s fil

tere

d,

Case

mak

er w

ill a

lway

s ha

ve a

resu

lt fo

r you

.

Clic

k th

e to

ols

tab

to a

cces

s Ca

sem

aker

’s su

bscr

iptio

n-ba

sed

prem

ium

pro

duct

s. Se

e pa

ge 2

4 fo

r mor

e in

form

atio

n ab

out C

asem

aker

’s pa

ckag

e of

pre

miu

m p

rodu

cts:

Case

mak

erPr

o an

d to

lear

n ho

w e

ach

tool

wor

ks.

12

10

12

10

12

10


8Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

The

Ove

rvie

w P

age

This

is th

e fir

st p

age

enco

unte

red

afte

r cre

atin

g a

sear

ch.

It is

bro

ken

into

two

colu

mns

:

1. N

umbe

red

resu

lts c

onta

in im

port

ant

info

rmat

ion

such

as

cita

tion,

cou

rt, d

ate

deci

ded

and

part

y na

mes

.

2. T

wo

resu

lts fr

om e

ach

book

.

3. T

ext e

xcer

pts

belo

w th

e tit

le in

form

atio

n di

spla

y fo

ur c

onte

xtua

lly re

leva

ntoc

curr

ence

s of

the

sear

ch te

rms.

The

se s

earc

h te

rms

are

high

light

ed fo

r ea

sy re

cogn

ition

. E

ach

libra

ry is

a h

yper

link

and

whe

n cl

ick

on th

ese

links

, it w

ill a

uto

sort

s by

ju

risdi

ctio

n. Y

ou c

an u

nclic

k to

go

back

.

The

Left

Col

umn

1. R

esul

ts a

re c

ateg

oriz

ed in

boo

ks. T

hey

are

liste

d by

the

num

ber o

f pul

led

docu

men

ts th

ey c

onta

in fo

r the

sea

rch.

2. T

he n

umbe

rs c

oinc

ide

with

the

num

ber o

f doc

umen

ts

unde

r eac

h bo

ok.

NO

TE: T

his

colu

mn

can

be

colla

psed

usi

ng th

e bl

ack

tab

to

mak

e m

ore

room

for v

iew

ing

resu

lts.

The

Righ

t Col

umn

NO

TE: T

o sa

ve th

e se

arch

, clic

k on

“sav

e se

arch

” be

low

the

juris

dict

ion

drop

-dow

n. E

ven

thou

gh a

co

nfirm

atio

n do

esn’

t app

ear,

your

sea

rch

is s

aved

in

the

“sav

ed s

earc

hes”

tab

on th

e ho

mep

age.


9Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Bro

wsi

ng T

he L

ibra

ryTh

e lib

rary

com

pone

nt a

llow

s a

syst

emat

ic b

row

se o

f Cas

emak

er’s

data

base

s.

Befo

re b

row

sing

, it i

s im

port

ant t

o kn

ow th

at n

o m

atte

r how

man

y se

lect

ions

you

mak

e, C

asem

aker

will

alw

ays

have

con

tent

to s

how

you

. Th

is m

eans

that

you

will

nev

er b

e le

ft w

ith a

bla

nk s

cree

n.

As b

riefly

des

crib

ed o

n pa

ge 7

, the

libr

ary

is b

roke

n do

wn

into

sim

ilar

core

cat

egor

ies

that

you

find

in th

e ju

risdi

ctio

n po

p-up

tab

on th

e se

arch

bar

(pag

e 3)

, or t

he o

verv

iew

pag

e in

side

a s

earc

h (p

age

6).

In th

e lib

rary

, the

se c

ore

cate

gorie

s w

ill b

e re

ferr

ed to

as

“boo

ks”

and

thei

r sub

sequ

ent s

ubca

tego

ries

as “s

ectio

ns.”

We’

ll ex

amin

e th

e pr

oces

s be

hind

bro

wsi

ng th

e lib

rary

by

clic

king

on

“Sta

te M

ater

ials

” H

ere

we’

ll pi

ck O

hio.

the

n lo

ok u

nder

the

book

tit

led

”Rev

ised

Cod

e” (o

r “St

atut

es”

in m

ost o

ther

sta

tes)

.”


10Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Bro

wsi

ng T

he L

ibra

ry (C

ontin

ued)

We

are

now

at t

he fi

rst l

evel

of c

onte

nt.

Her

e w

e fin

d th

at C

asem

aker

pro

vide

s a

“bre

ad-c

rum

b” tr

ail t

o sh

ow

us th

e se

ctio

n an

d th

e bo

ok w

e ar

e cu

rren

tly v

iew

ing.

Nex

t, w

e ha

ve th

e “t

able

of c

onte

nts”

for t

he O

hio

Stat

utes

.Cl

ick

on a

title

to s

ee it

s co

nten

t.

The

“bre

ad-c

rum

b” tr

ail n

ow a

ppea

rs b

oth

abov

e th

e se

arch

box

as

bef

ore,

and

bel

ow th

e st

ate

nam

e.

Her

e yo

u ar

e ab

le to

vie

w th

e se

ctio

ns in

eac

h ch

apte

r. To

go

back

to th

e pr

evio

us p

age,

clic

k th

e ba

ck b

utto

n on

you

r web

br

owse

r.

The

stat

ute

Anno

tato

r pro

vide

s lin

ks to

cas

es a

nd a

ll ot

her

Case

mak

er d

ata

that

cite

a s

tatu

te th

at a

use

r is

view

ing.

Ca

sem

aker

’s st

atue

Ann

otat

or is

bui

lt w

ith e

dito

rial i

nvol

vem

ent

to id

entif

y th

e m

any

vary

ing

patt

erns

that

are

use

d to

refe

r to

part

icul

ar s

tatu

tes.


11Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Icon

s (fr

om le

ft to

righ

t):1.

Th

e pa

ge ic

on e

limin

ates

text

exc

erpt

s fro

m th

e tit

les.

2.

The

prin

ter i

con

will

sen

d th

e se

lect

ed re

sults

to p

rint.

3.

The

mai

l ico

n w

ill e

mai

l the

sel

ecte

d re

sults

dire

ctly

to a

pe

rson

al e

mai

l.4.

Th

e fo

lder

s ic

on s

aves

the

sele

cted

resu

lts d

irect

ly to

a fo

lder

.5.

Th

e flo

ppy

disk

icon

dow

nloa

ds th

e se

lect

ed re

sults

to y

our

hard

driv

e.

The

Left

Col

umn

Allo

ws

you

to:

1. T

o co

nduc

t a s

earc

h w

ithin

the

resu

lts e

.g. T

o ru

n a

sear

ch fo

r onl

y th

e ca

ses

invo

lvin

g be

havi

or ty

pe

“beh

avio

r” in

to th

e “S

earc

h W

ithin

Res

ults

” bo

x or

, if y

ou

wan

t to

filte

r the

resu

lts to

co

inci

de w

ith a

cer

tain

dat

e,

use

the

Dat

e D

ecid

ed b

ox.

2. K

eep

trac

k of

whe

re y

ou

are

in a

sea

rch

and

retu

rn to

a

prev

ious

boo

k by

sel

ectin

g th

e ch

eck

box

agai

n.

Unc

heck

ing

the

box

will

retu

rn

you

to th

e O

verv

iew

pag

e,

rath

er th

an re

turn

ing

to a

pr

evio

us b

ook

by s

elec

ting

the

chec

k bo

x ag

ain.

3. A

pply

filte

rs to

the

resu

lts

sim

ply

by c

heck

ing

the

box

next

to a

ny o

ne o

f the

face

ts

on th

e le

ft.

Resu

lts P

age

The

resu

lts p

age

disp

lays

the

cont

ent o

f a s

ingl

e bo

ok s

elec

ted

from

the

over

view

pag

e.Th

e la

yout

is s

imila

r to

the

prev

ious

pag

e, b

ut w

ith a

dded

feat

ures

.

The

“thu

mbs

up”

icon

s co

inci

de w

ith h

ow th

e ca

se

was

vie

wed

by

late

r cou

rts.

This

is a

sub

scrip

tion

base

d pr

emiu

m p

rodu

ct c

alle

d “C

aseC

heck

+”.

See

page

24

to le

arn

mor

e ab

out t

his

and

othe

r pre

miu

m p

rodu

cts.

The

Righ

t Col

umn

1. C

hoos

e ho

w y

ou w

ant t

he

resu

lts to

be

disp

laye

d w

ith th

e “s

ort b

y” d

rop

dow

n m

enu.

You

can

sort

by:

Rele

vanc

e (d

efau

lt)D

ate

Dec

ided

Mos

t Cite

dSt

ate

(asc

endi

ng)

Stat

e (d

ecen

ding

)

To p

erm

anen

tly c

hang

e th

e de

faul

t sor

t, re

fer t

o Pa

ge 4

.

2. S

how

s th

e nu

mbe

r of t

imes

th

e ca

se h

as b

een

cite

d in

the

who

le d

atab

ase.

3. T

he g

raph

icon

will

plo

t the

nu

mbe

r of t

imes

a c

ase

has

been

cite

d ov

er th

e ye

ars

on a

lin

e gr

aph.

12

10

12

10

12

10


12Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

The

Doc

umen

t Pag

e Th

e D

ocum

ent p

age

cont

ains

feat

ures

that

hel

p yo

u de

term

ine

a do

cum

ent’s

impo

rtan

ce to

you

r ca

se a

nd o

rgan

ize

any

usef

ul in

form

atio

n. T

he to

ol b

ar g

ives

you

acc

ess

to a

ll th

ese

feat

ures

.

Citin

g Re

fere

nces

: For

mer

ly k

now

n as

Cas

eChe

ck in

Cas

emak

er 2

.2,

Citin

g Re

fere

nces

is a

ble

to d

ispl

ay th

e ca

ses

that

cite

the

sele

cted

ca

se. Y

ou n

eed

to c

lick

this

tab

to s

ee th

e re

sults

.

Neg

ativ

e Tr

eatm

ent:

Neg

ativ

e tr

eatm

ent i

s pa

rt o

f the

func

tiona

lity

for C

aseC

heck

+ s

ubsc

riber

s. To

lear

n m

ore

abou

t thi

s to

ol s

ee

page

24.

The

icon

s ar

e co

nsis

tent

with

thos

e of

the

prev

ious

pag

e.H

ere

you

are

able

to:

1. P

rint

2. E

mai

l3.

Sav

e to

a fo

lder

4. A

nd d

ownl

oad

the

docu

men

t tha

t is

bein

g vi

ewed

.

The

Tool

Bar

1. R

etur

n to

the

resu

lts p

age

at a

ny ti

me.

2. M

ove

thro

ugh

mul

tiple

doc

umen

ts w

ithou

t lea

ving

the

docu

men

t pag

e.3.

Jum

p to

the

plac

e w

here

you

r sea

rch

term

app

ears

. 4.

Vie

w F

ull D

ocum

ent (

defa

ult s

ettin

g)5.

Vie

w p

arag

raph

s w

ith s

earc

h hi

ts.

6. Ju

mp

to a

spe

cific

pag

e w

ithin

the

docu

men

t.7.

Fon

t res

ize.

Enl

arge

s th

e fo

nt.

8. P

ost n

otes

to th

e do

cum

ent.T

he N

otes

feat

ure

allo

ws

you

to w

rite

com

men

ts a

nd p

ost t

hem

dire

ctly

to th

e do

cum

ent t

hat i

s be

ing

view

ed. S

ee p

age

18 to

lear

n ho

w.

12

101

210

12

1012

10

12

101

210

12

101

210


13Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Crea

te a

Sea

rch

Onc

e th

e se

arch

type

is s

et, c

reat

e th

e se

arch

in th

e se

arch

box

.

NO

TE: T

he q

ualit

y of

you

r re

sult

s is

not

inhi

bite

d by

you

r ab

ility

to

prov

ide

prop

er p

unct

uati

on in

a c

itat

ion.

Aut

o Co

rrec

t is

built

into

th

e se

arch

box

so

you

alw

ays

get g

ood

resu

lts.

For

bes

t res

ults

, use

Bl

ue B

ook

cita

tion

gui

delin

es.

Use

the

“Sea

rch

Tips

” bu

tton

dire

ctly

und

er th

e se

arch

bu

tton

to fi

nd s

peci

fic p

hras

ing

to m

axim

ize

the

sear

ch

rele

vanc

y. Se

e pa

ge 1

4 fo

r a fu

ll lis

t of s

earc

h tip

s.

How

To:

Run

a S

earc

h fro

m S

crat

chN

ote:

Sin

ce th

e se

arch

bar

is a

con

sist

ent c

ompo

nent

of t

he in

terf

ace,

a

sear

ch c

an b

e ru

n fro

m a

ny p

age

insi

de C

asem

aker

.

Set t

he S

earc

h Pa

ram

eter

s If

you’

re lo

ggin

g in

to C

asem

aker

for t

he fi

rst t

ime,

you

will

need

to s

elec

t opt

ions

und

er “

my

Sett

ings

” on

the

hom

e pa

ge. O

nce

set,

Case

mak

er w

ill re

mem

ber t

he s

elec

tion

for y

our n

ext v

isit.

Se

e pa

ge 5

to c

hang

e yo

ur d

efau

lt Se

ttin

gs.

If yo

u w

ould

lik

e to

con

duct

a o

ne-t

ime

sear

ch w

ith a

diff

eren

t ju

risdi

ctio

n, c

lick

on th

e ju

risdi

ctio

n ar

row

loca

ted

on th

e se

arch

bar

an

d se

lect

the

desi

red

stat

e(s)

. Be

sur

e to

sav

e th

e se

lect

ion(

s) a

t the

bo

ttom

righ

t of t

he w

indo

w b

y cl

icki

ng S

AVE.

Thi

s se

lect

ion

will

onl

y be

sav

ed fo

r you

r cur

rent

sea

rch

and

will

reso

rt b

ack

to y

our s

elec

tion

unde

r “M

y Se

ttin

gs”.

NO

TE: o

nce

a st

ate

is s

elec

ted,

the

defa

ult f

or fe

dera

l mat

eria

lsis

“Se

lect

Rel

ated

Fed

eral

.” Th

is m

eans

that

the

resu

lts

from

the

sear

ch w

ill in

clud

e re

late

d U

.S. C

ircu

it a

nd U

.S. D

istr

ict c

ases

. U

nsel

ect t

his

opti

on if

it is

not

des

ired

.

Set t

he ty

pe o

f sea

rch

Clic

k on

the

type

of s

earc

h yo

u w

ant

to c

reat

e un

der t

he s

earc

h ba

r. Yo

u ca

n se

arch

by

keyw

ord,

cita

tion,

par

ty,

sect

ion,

or d

ocke

t num

ber.

You

can

also

clic

k on

“Adv

ance

d Se

arch

” on

the

left

sid

e of

the

scre

en.


14Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Sear

ch T

ips

Expa

nded

:

Sear

ch T

ype

AND

OR

NO

T

Gro

upin

g

Phra

se

Thes

auru

s

Prox

imity

Aste

risk

Exam

ple

cont

ract

bin

ding

alim

ony

OR

supp

ort

prop

erty

NO

T co

mm

erci

al

(alim

ony

OR

supp

ort)

AND

di

vorc

e

“rig

ht o

f way

”

~ p

arol

e

tax

/10

prop

erty

tax

w/1

0 pr

oper

ty

run*

Resu

lt

Find

s do

cum

ents

with

bot

h “c

ontr

act”

and

“bi

ndin

g”.

Find

s do

cum

ents

with

eith

er “

alim

ony”

or “

supp

ort”

.

Find

s do

cum

ents

that

hav

e “p

rope

rty”

but

not

“com

mer

cial

”, N

OT

requ

ires

ther

e to

be

mor

e th

an o

ne te

rm o

f phr

ase.

Find

s do

cum

ents

that

mus

t hav

e th

e w

ord

“div

orce

” an

d m

ay

have

eith

er “

alim

ony”

or “

supp

ort”

.

Find

s do

cum

ents

with

the

phra

se “

right

of w

ay”.

Find

s do

cum

ents

that

incl

ude

‘par

ole’

AN

D/O

R an

y sy

nony

ms

for ‘

paro

le’.

Find

s do

cum

ents

that

hav

e th

e w

ords

“ta

x” a

nd “

prop

erty

” w

ith 1

0 w

ords

of e

ach

othe

r.

Find

s do

cum

ents

that

hav

e “r

un”,

“run

s”, “

runn

er”,

etc.


15Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Run

a S

earc

h fro

m S

crat

ch (c

ontin

ued)

Vie

w S

earc

h Re

sult

s on

the

Ove

rvie

w P

age

The

over

view

pag

e di

spla

ys th

e tw

o m

ost r

elev

ant r

esul

ts fo

r eac

h co

re

libra

ry in

the

data

base

. To

mak

e th

ings

eas

ier,

a lis

t of t

he li

brar

ies

is

show

n on

the

left

sid

e.

1. S

crol

l dow

n th

e pa

ge to

get

a fe

el fo

r the

con

tent

.

2. C

lick

on a

doc

umen

t’s ti

tle to

ope

n th

e do

cum

ent p

age.

3. S

elec

t a b

ook

from

the

left

to lo

ok d

eepe

r int

o its

con

tent

.

Vie

w R

esul

ts o

n th

e Ca

tego

ries

Pag

e

The

cate

gorie

s pa

ge d

ispl

ays

the

cont

ent o

f a s

ingl

e bo

ok.

On

the

Cate

gori

es P

age

Und

er “

Case

s”:

1. L

ocat

e th

e th

umbs

up

or d

own

icon

to s

ee h

ow th

e do

cum

ent w

asvi

ewed

by

late

r cou

rts.

Not

e: Ic

ons

are

a pa

rt o

f Cas

emak

erPR

O, s

old

sepa

rate

ly

unle

ss y

our

Bar

has

it in

clud

ed in

you

r Ca

sem

aker

A

cces

s.

2. S

elec

t a d

ocum

ent t

o vi

ew b

y cl

icki

ng o

n its

title

.

3. N

arro

w th

e re

sults

furt

her b

y ad

ding

a fi

lter f

rom

the

left

col

umn.

To d

o so

: typ

e th

e in

form

atio

n in

to th

e ap

prop

riate

filte

r box

and

clic

k “G

O.”

Filte

rs a

re:

1. S

earc

h W

ithin

Res

ults

2. Ju

risdi

ctio

n (if

sea

rchi

ng m

ore

than

one

sta

te)

3. C

ourt

s4.

Cite

5. D

ocke

t Num

ber

6. C

ase

Nam

e7.

Judg

e8.

Att

orne

y9.

Dat

e D

ecid

ed

4. N

arro

w th

e re

sults

furt

her b

y se

arch

ing

with

in

the

resu

lts. F

or e

xam

ple,

type

“gui

lty”

into

the

“sea

rch

with

in re

sults

” bo

x to

add

it a

s a

keyw

ord.


16Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Run

a S

earc

h fro

m S

crat

ch (c

ontin

ued)

On

the

Cate

gori

es P

age

Und

er “

Stat

utes

”:

Cool

Fea

ture

: Whi

le s

earc

hing

thro

ugh

“Sta

tute

s” th

ere

is a

sim

ple

way

to

go

into

a b

row

se m

ode

and

view

all

the

stat

utes

rela

ted

to th

e on

e yo

u’ve

foun

d du

ring

your

sea

rch.

Her

e’s

how

:

1. S

elec

t the

Sta

tute

you

wis

h to

look

und

er fr

om e

ither

the

Ove

rvie

w

page

or t

he c

ateg

orie

s pa

ge. T

his

will

take

you

to th

at s

tatu

tes’

do

cum

ent p

age.

2. C

lick

on “

Brow

se T

OC”

on

the

tool

bar

.

3. Y

ou’ll

be

dire

cted

to th

e St

atut

es’ b

row

se p

age:

4. T

o re

turn

to y

our p

revi

ous

loca

tion

on

the

sele

cted

Sta

tute

s’ d

ocum

ent p

age,

si

mpl

y cl

ick

the

“bac

k” b

utto

n on

you

r br

owse

r.

Not

e: W

hen

view

ing

a st

atut

e, e

asily

acc

ess

any

arch

ived

ver

sion

of t

he

stat

ute

by c

licki

ng o

n th

e “a

rchi

ve”

tab.

View

the

Doc

umen

tAf

ter r

unni

ng a

sea

rch

and

filte

ring

thro

ugh

the

resu

lts, h

opef

ully

yo

u’ve

foun

d w

hat y

ou’re

look

ing

for.

If no

t, ad

d m

ore

filte

rs to

you

r re

sults

. If s

o, to

vie

w a

doc

umen

t, cl

ick

on it

’s tit

le. T

his

will

brin

g yo

u to

the

docu

men

t pag

e.

The

docu

men

t pag

e of

fers

som

e of

the

best

feat

ures

Cas

emak

er h

as

to o

ffer.

Her

e yo

u ca

n:

1. S

ee if

the

case

has

bee

n ci

ted

in o

ther

cas

es.

2. If

you

hav

e a

subs

crip

tion

to C

asem

aker

Pro

and

the

case

you

’re

view

ing

has

a di

gest

sum

mar

y fo

r it,

you

can

clic

k on

the

“dig

est”

tab

to a

cces

s th

at s

umm

ary.

3. S

kip

to s

peci

fic p

ages

of t

he c

ase.

4. C

reat

e an

d po

st n

otes

dire

ctly

to th

e ca

se.

5. If

you

wan

t to

do s

omet

hing

spe

cific

with

the

case

, the

doc

umen

t pa

ge h

as ic

ons

on th

e rig

ht s

ide

of th

e w

indo

w th

at a

llow

you

to:

A.

Prin

t

B. E

mai

l

C. S

ave

to a

fold

er

D. D

ownl

oad

the

docu

men

t tha

t is

bein

g vi

ewed


17Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

To S

ave

a Si

ngle

Doc

umen

t to

Your

Fol

der

1. M

ake

sure

you

r fol

der i

s se

lect

ed.

2. C

lick,

dra

g an

d dr

op th

e do

cum

ent’s

title

into

the

fold

er O

R w

hile

in th

e do

cum

ent,

use

the

icon

in th

e da

rk g

rey

tool

bar

to s

ave.

To S

ave

Mul

tiple

Doc

umen

ts S

imul

tane

ousl

y1.

Che

ck th

e bo

xes

besi

de th

e tit

le o

f the

doc

umen

t.2.

Sel

ect t

he F

olde

r ico

n di

rect

ly b

elow

the

fold

ers

drop

dow

n ta

b.3.

Sel

ect w

hich

fold

er to

sav

e to

.4.

Clic

k sa

ve.

To D

elet

e D

ocum

ents

Fro

m Y

our F

olde

rYo

u ca

n de

lete

sel

ecte

d do

cum

ents

from

you

r fol

der

at a

ny ti

me.

1. E

nter

the

fold

ers

mai

n pa

ge u

sing

the

“My

Fold

ers”

butt

on o

n th

e na

viga

tion

pane

l.2.

Che

ck th

e bo

x be

side

the

title

s yo

u w

ish

to d

elet

e.3.

Clic

k th

e tr

ash

can

icon

bel

ow th

e se

arch

bar

.4.

A w

arni

ng w

ill a

sk fo

r con

firm

atio

n. H

it “O

K.”

To D

elet

e an

Ent

ire F

olde

r1.

Ent

er th

e fo

lder

s m

ain

page

usi

ng th

e “M

y Fo

lder

s”bu

tton

on

the

navi

gatio

n pa

nel.

2. S

elec

t the

fold

er y

ou w

ish

to d

elet

e.3.

Ope

n th

e “o

ptio

ns”

drop

dow

n ta

b.4.

Sel

ect “

dele

te.”

CAU

TIO

ND

elet

ing

a fo

lder

will

del

ete

all o

f its

con

tent

as

wel

l.

How

To:

Org

aniz

ing

Your

Res

earc

h U

sing

Fo

lder

s

Usi

ng a

per

sona

lized

fold

er m

akes

it e

asie

r to

revi

sit t

he m

ost r

elev

ant

cont

ent o

f you

r cas

e.

Mak

ing

a Pe

rson

aliz

ed F

olde

rIn

ord

er to

use

a fo

lder

, it m

ust b

e cr

eate

d. T

his

can

be d

one

one

of

two

way

s.

1. T

he e

asie

st w

ay to

cre

ate

a fo

lder

is b

y us

ing

the

drop

dow

n m

enu

on th

e se

arch

bar

.

a. C

lick

on “

Crea

te F

olde

r”

b. T

ype

a na

me

into

the

box

that

app

ears

c.

Clic

k “O

K.”

2. A

noth

er w

ay to

cre

ate

a fo

lder

is b

y en

terin

g th

e fo

lder

s m

ain

page

. a.

Clic

k “M

y Fo

lder

s” o

n th

e na

viga

tion

pane

l to

get t

o th

e fo

lder

s m

ain

page

b. C

lick

on “

New

”c.

Typ

e a

nam

e in

to th

e bo

x th

at a

ppea

rsd.

Clic

k “O

K.”

Sele

ctin

g Yo

ur F

olde

rO

nce

you

have

cre

ated

you

r fol

der.

Mak

e it

easi

ly

acce

ssib

le b

y se

lect

ing

it w

ith th

e dr

op d

own

men

u on

th

e se

arch

bar

.a.

Clic

k on

the

tab.

b. C

lick

on y

our f

olde

r.c.

Clic

k “O

K.”

Now

it c

an b

e us

ed to

org

aniz

e co

nten

t whi

le in

side

the

data

base

.

12

10

12

10


18Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Cre

ate,

Pos

t, H

ide,

Del

ete

and

Prin

t Not

esPo

stin

g no

tes

dire

ctly

to a

doc

umen

t nea

rly e

limin

ates

the

back

and

fort

h be

twee

n Ca

sem

aker

an

d a

wor

d pr

oces

sor.

In o

rder

to d

o an

ythi

ng w

ith n

otes

, you

mus

t be

view

ing

a do

cum

ent.

See

page

9 if

you

wan

t to

mak

e su

re y

ou’re

in th

e rig

ht p

lace

.

To C

reat

e a

Not

e1.

Sel

ect t

he “

Not

es”

drop

dow

n ta

b fro

m th

e to

ol b

ar o

n th

e do

cum

ent’s

pag

e.

2. C

lick

“Add

Not

e”

3. W

rite

your

not

e in

the

pop

up w

indo

w

To H

ide

a Po

sted

Not

e

1. S

elec

t the

“N

otes

” dr

op d

own

tab

from

the

tool

bar

on

the

docu

men

t’s p

age.

2. C

lick

“Hid

e N

otes

”

To E

dit a

Pos

ted

Not

e

1. C

lick

on th

e pe

ncil

icon

loca

ted

on th

e fa

r rig

ht o

f the

not

e.

2. M

ake

the

edit

on th

e po

p up

win

dow

that

app

ears

.

3. S

ave

the

chan

ge b

y cl

icki

ng o

nth

e “S

ave”

but

ton

at th

e bo

ttom

of

the

win

dow

.

To D

elet

e a

Post

ed N

ote

1. C

lick

on th

e “x

” ic

on lo

cate

d ne

xt to

the

pen

icon

on

the

far

right

of t

he n

ote.

2. A

war

ning

mes

sage

will

ask

for a

co

nfirm

atio

n. C

lick

“OK.

”

Caut

ion:

Del

etin

g a

note

is a

per

man

ent

acti

on. O

nce

you

dele

te, y

ou c

anno

t get

it

back

.

Prin

ting

the

docu

men

t with

not

es

Not

e: W

hen

prin

ting

a do

cum

ent w

ith y

our

note

s, th

e no

tes

will

app

ear a

t the

end

of t

he

docu

men

t.

See

page

21

to le

arn

how

to in

clud

e yo

ur n

otes

w

hen

prin

ting.

The

pop

up w

indo

w c

an c

onta

in a

max

imum

of

255

char

acte

rs. T

he c

ount

er o

n th

e bo

ttom

of

the

win

dow

cou

nts

the

num

ber o

f cha

ract

ers

in

the

note

. If t

he c

ount

er tu

rns

red,

the

note

has

ex

ceed

ed th

e m

axim

um n

umbe

r and

the

note

w

ill n

ot s

ave.

How

ever

, you

can

add

as

man

y no

tes

as y

ou n

eed

to a

ny d

ocum

ent -

we

do n

ot

put a

lim

it on

this

.

4. S

ave

your

not

e. N

OTE

: Onc

e yo

u sa

ve y

our

note

, it w

ill a

ppea

r bel

ow th

e do

cum

ent t

itle.


19Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

The

His

tory

The

hist

ory

feat

ure

auto

mat

ical

ly k

eeps

trac

k of

you

r mos

t rec

ently

ru

n se

arch

es a

nd v

iew

ed d

ocum

ents

.

Ther

e ar

e a

few

way

s to

acc

ess

the

hist

ory.

1. C

lick

the

“His

tory

” bu

tton

on

the

navi

gatio

n pa

nel.

2. O

r, ac

cess

rece

nt s

earc

hes

dire

ctly

from

the

“My

Acco

unts

” se

ctio

n of

the

hom

epag

e.

Und

er th

e “h

isto

ry”

butt

on o

n th

e na

viga

tion

pane

l, th

e hi

stor

y is

orga

nize

d in

to tw

o ca

tego

ries.

1. R

ecen

t Sea

rche

s2.

Rec

ent D

ocum

ents

Both

pag

es c

arry

a s

imila

r des

ign

whi

ch c

onta

ins

the

desc

riptio

n of

th

e ca

se v

iew

ed o

r the

sea

rch

that

was

cre

ated

, whi

le a

lso

givi

ngth

e da

te, t

he ti

me,

and

the

Clie

nt ID

-if

a cl

ient

was

sel

ecte

d be

fore

crea

ting

the

sear

ch.


20Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Set

a C

lient

If yo

u ar

e w

orki

ng fo

r a s

peci

fic c

lient

, the

clie

nt fe

atur

e is

a

conv

enie

nt w

ay o

f kee

ping

trac

k of

the

hour

s sp

ent,

sear

ches

m

ade,

and

doc

umen

ts v

iew

ed fo

r tha

t clie

nt. E

ach

time

you

log

into

Ca

sem

aker

, you

will

hav

e to

set

the

clie

nt if

you

wan

t Cas

emak

er to

ke

ep tr

ack.

Thi

s is

sim

ple

to d

o.

Sett

ing

up a

clie

nt1.

Clic

k on

“Cl

ient

” on

the

navi

gatio

n pa

nel o

f the

sea

rch

bar.

If yo

u al

read

y ha

ve c

lient

s ad

ded,

clic

k on

the

drop

dow

n m

enu

unde

rth

e te

rm “

Clie

nt N

ame”

and

sel

ect t

he c

lient

. The

n, c

lick

cont

inue

.

2. If

you

do

not h

ave

any

clie

nts

adde

d or

wou

ld li

ke to

add

a n

ew

clie

nt, c

lick

“Add

,” en

ter t

he c

lient

nam

e in

the

pop

up, a

nd c

lick

“OK.

”

3. S

et a

uni

que

“Mat

ter N

umbe

r.” T

his

allo

ws

you

to w

ork

on m

ore

than

one

cas

e fo

r a s

peci

fic c

lient

, with

out h

avin

g to

ent

er a

diff

eren

t na

me.

4. O

nce

the

two

field

s ar

e fil

led,

clic

k “C

ontin

ue”

and

you

will

be

retu

rned

to th

e ho

me

page

.

Onc

e yo

u ha

ve s

elec

ted

a cl

ient

, the

clie

nt’s

nam

e w

ill a

ppea

r on

the

navi

gatio

n pa

nel i

n pl

ace

of “

Clie

nt.”

From

this

poi

nt o

n, C

asem

aker

w

ill k

eep

trac

k of

the

time

you

spen

d un

der t

hat c

lient

.

Whe

n yo

u ha

ve fi

nish

ed w

orki

ng fo

r a s

elec

ted

clie

nt a

nd

wan

t to

view

the

repo

rt o

f hou

rs w

orke

d, y

ou w

ill n

eed

to

sign

out

of C

asem

aker

. The

repo

rt w

ill c

ome

up a

fter

you

ha

ve s

igne

d ou

t and

will

offe

r the

opt

ion

to p

rint t

he re

port

, si

gn b

ack

into

Cas

emak

er, w

hich

take

s yo

u ba

ck to

you

r sta

te

bar’s

web

site

. (Th

is fe

atur

e is

not

ava

ilabl

e fo

r Tex

as B

ar u

sers

.)

Not

e: O

n th

e H

isto

ry p

age,

you

can

sor

t the

sea

rch

hist

ory

by c

lient

by

clic

king

on

the

up (a

scen

ding

) and

do

wn

(des

cend

ing)

arr

ows

next

to th

e Cl

ient

ID.


21Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Prin

t a D

ocum

ent

You’

ll fin

d th

e pr

int i

con

dire

ctly

und

erne

ath

the

fold

er d

rop

dow

n ta

b at

the

top

right

on

both

the

“cat

egor

ies”

and

“doc

umen

t” p

ages

.

NO

TE: W

hile

the

icon

s ar

e th

e sa

me

on b

oth

page

s, th

e pr

int

opti

ons

vary

dep

endi

ng o

n th

e pa

ge b

eing

vie

wed

.

From

the

cate

gorie

s pa

ge

On

the

“cat

egor

ies”

pag

e (w

hen

view

ing

the

sear

ch re

sults

list

ing)

cl

icki

ng th

e pr

int i

con

brin

gs u

p a

pop

up w

indo

w w

ith a

few

spe

cific

op

tions

for t

hese

pag

es:

1. “

List

of i

tem

s” w

ill p

rint a

list

of t

he d

ocum

ents

as

they

app

ear o

n th

e sc

reen

.

2. “

Doc

umen

ts”

will

prin

t eac

h do

cum

ent i

n th

e lis

t in

the

orde

rth

at th

ey a

ppea

r.

3. U

nder

the

“opt

ions

” ta

b, y

ou’re

ab

le to

incl

ude

“Ter

m H

ighl

ight

ing”

.**W

ith th

is o

ptio

n se

lect

ed, t

he li

st o

f ite

ms

or d

ocum

ents

bei

ngpr

inte

d w

ill p

rint w

ith th

e se

arch

te

rms

high

light

ed.

NO

TE: N

o m

atte

r w

here

the

prin

t opt

ions

are

bei

ng v

iew

ed,

ther

e’s

alw

ays

an o

ptio

n to

pri

nt a

cov

er p

age

wit

h pe

rson

aliz

ed

com

men

ts.

From

the

Doc

umen

t Pag

e

Your

Prin

t opt

ions

will

aut

omat

ical

ly a

ppea

r as

you

sele

cted

in

“M

y Se

ttin

gs”

as d

escr

ibed

on

page

6 Y

ou a

n ch

ange

thes

e se

ttin

gs a

ny ti

me.

The

prin

t ico

n on

the

docu

men

t pag

e al

low

s yo

u to

sel

ect a

de

sire

d fo

rmat

for p

rintin

g. T

here

are

thre

e fo

rmat

s to

cho

ose

from

:1.

PD

F2.

Wor

d3.

Wor

d Pe

rfec

t

Oth

er p

rint

opt

ions

on

this

pag

e in

clud

e:“P

age

Layo

ut”

allo

ws

you

to c

hoos

e be

twee

n si

ngle

or d

ual c

olum

n la

yout

on

the

prin

ted

page

.

“Not

es” w

ill p

rint t

he d

ocum

ent w

ith

any

post

ed n

otes

.

“Con

tent

to A

ppen

d” w

ill a

dd to

the

docu

men

t any

rele

vant

mat

eria

l to

the

sele

cted

doc

umen

t.

Afte

r sel

ectin

g fro

m th

e op

tions

, cl

ick

“prin

t” to

prin

t the

docu

men

t.

Not

e: th

e “T

erm

Hig

hlig

htin

g” o

ptio

n is

not

ava

ilabl

e w

hen

prin

ting

as

a “D

ual C

olum

n” la

yout

.


22Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Em

ail a

Doc

umen

t

The

emai

l ico

n is

pre

sent

on

the

“cat

egor

ies”

an

d “d

ocum

ent”

pag

es a

nd is

alw

ays

situ

ated

ne

xt to

the

prin

t ico

n.

NO

TE: E

mai

l opt

ions

dif

fer

depe

ndin

g on

the

page

bei

ng

view

ed.

Emai

ling

from

the

cate

gorie

s pa

ge

Whe

n vi

ewin

g th

e lis

ting

of

resu

lts c

licki

ng th

e em

ail i

con,

w

ill g

ive

you

thes

e op

tions

:

Atta

ch:

1. L

ist o

f ite

ms

(a li

st o

f sel

ecte

d re

sults

* lis

ted

on th

e pa

ge b

eing

view

ed a

nd th

eir t

itle

info

rmat

ion)

.

2. D

ocum

ents

(the

doc

umen

ts

sele

cted

will

be

emai

led

in th

ier

entir

ety)

.

*Sel

ect t

he re

sults

you

wou

ld li

ke to

em

ail b

y cl

icki

ng o

n th

e ap

prop

riate

che

ck b

oxes

nex

t to

the

resu

lt (s

ee b

elow

).

Emai

l opt

ions

on

the

Doc

umen

t Pag

e

Onc

e yo

u’re

vie

win

g a

spec

ific

docu

men

t on

the

docu

men

t pag

e,

the

emai

l opt

ions

cha

nge

to re

flect

the

chan

ge in

the

cont

ent o

f th

e do

cum

ent b

eing

sen

t. Am

ong

othe

r opt

ions

, the

doc

umen

t pa

ge’s

emai

l dia

log

box

incl

udes

: a d

ual c

olum

n la

yout

of t

he

docu

men

t, a

cove

r pag

e, p

erso

nal n

otes

, etc

.

NO

TE: T

he s

ent e

mai

l fro

m th

e do

cum

ent p

age

will

con

tain

an

atta

chm

ent o

f tha

t spe

cifi

c do

cum

ent w

ith

any

of th

e cr

iter

iayo

u se

t in

the

“opt

ions

” di

alog

box

.


23Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

How

To:

Dow

nloa

d a

Doc

umen

t

The

dow

nloa

d ic

on is

pre

sent

on

the

“cat

egor

ies”

and

“doc

umen

t” p

ages

and

is

alw

ays

situ

ated

nex

t to

the

prin

t ico

n.

NO

TE: D

ownl

oad

opti

ons

diff

er d

epen

ding

on

the

page

bei

ng

view

ed.

Dow

nloa

ding

from

the

cate

gorie

s pa

ge

Whe

n vi

ewin

g th

e lis

ting

of

resu

lts c

licki

ng th

e do

wnl

oad

icon

, will

giv

e yo

u th

ese

optio

ns:

Atta

ch:

1. L

ist o

f ite

ms

(a li

st o

f sel

ecte

d re

sults

* lis

ted

on th

e pa

ge

bein

g vi

ewed

and

thei

r titl

e in

form

atio

n).

2. D

ocum

ents

(the

doc

umen

ts s

elec

ted

will

be

dow

nloa

ded

in

thie

r ent

irety

).

*Sel

ect t

he re

sults

you

wou

ld li

ke to

dow

nloa

d by

clic

king

on

the

appr

opria

te c

heck

box

es n

ext t

o th

e re

sult

(see

bel

ow).

Dow

nloa

d op

tions

on

the

Doc

umen

t Pag

e

Onc

e yo

u’re

vie

win

g a

spec

ific

docu

men

t on

the

docu

men

t pag

e,

the

dow

nloa

d op

tions

cha

nge

to re

flect

the

chan

ge in

the

cont

ent

of th

e do

cum

ent b

eing

sen

t. Am

ong

othe

r opt

ions

, the

doc

umen

t pa

ge’s

emai

l dia

log

box

incl

udes

: a d

ual c

olum

n la

yout

of t

he

dow

nloa

d, a

cov

er p

age,

per

sona

l not

es, e

tc.

NO

TE: T

he d

ownl

oade

d fi

le fr

om th

e do

cum

ent p

age

will

in

clud

e an

y of

the

crit

eria

you

set

in th

e “o

ptio

ns”

dial

og b

ox.


24Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Case

mak

erPR

OCa

sem

aker

Pro

is a

pac

kage

of p

rem

ium

pro

duct

s de

sign

ed to

en

hanc

e Ca

sem

aker

’s ca

pabi

litie

s, as

wel

l as

prov

ide

new

ser

vice

s to

th

e us

er.

This

pac

kage

is s

ubsc

riptio

n ba

sed

and

does

not

com

e bu

ilt in

to

Case

mak

er u

nles

s yo

ur B

ar h

as p

urch

ased

them

and

mad

e it

part

of

the

Case

mak

er p

acka

ge a

vaila

ble

to y

ou.

How

the

Tool

s W

ork

1. C

aseC

heck

+/

Neg

ativ

e Tr

eatm

ent

Case

Chec

k+ w

orks

like

She

pher

d’s®

and

Key

Cite

® a

t a fr

actio

n of

the

cost

.

Case

Chec

k+ v

alid

ates

you

r res

earc

h an

d id

entifi

es w

heth

er o

r not

yo

ur c

ase

law

cita

tions

are

stil

l goo

d la

w. C

aseC

heck

+ re

turn

s bo

th

posi

tive

and

nega

tive

trea

tmen

ts in

stan

tly a

s yo

u re

sear

ch. L

ink

to

nega

tive

trea

tmen

ts a

nd q

uick

ly re

view

the

cita

tion

hist

ory

for b

oth

stat

e an

d fe

dera

l cas

es.

It w

orks

so

wel

l with

the

inte

rfac

e th

at it

doe

sn’t

requ

ire e

xtra

ste

ps in

or

der t

o us

e.

Afte

r mak

ing

a se

arch

, loo

k fo

r the

thum

bs u

p or

thum

bs d

own

icon

s on

the

left

sid

e of

the

case

cita

tion.

A th

umbs

up

mea

ns th

at th

e ca

se is

go

od la

w.

A th

umbs

dow

n m

eans

it w

as v

iew

ed

nega

tivel

y by

a la

ter c

ourt

.

12

10

12

101

210

If a

case

has

had

neg

ativ

e tr

eatm

ent,

whe

n yo

u en

ter t

he

docu

men

t pag

e, th

e de

tails

of t

he tr

eatm

ent w

ill b

e sh

own

at th

e ve

ry to

p of

the

docu

men

t.

You

can

clic

k on

the

Neg

ativ

e Tr

eatm

ent t

ab fo

r mor

e in

form

atio

n.


25Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

2. C

asem

aker

Dig

est

Case

mak

erD

iges

t pro

vide

s a

first

look

into

the

mos

t rec

ent d

ecis

ions

hand

ed d

own

by s

tate

and

fede

ral c

ourt

s.

Case

s ar

e su

mm

ariz

ed a

s so

on a

s th

ey b

ecom

e av

aila

ble

and

you

can

easi

ly c

reat

e yo

ur o

wn

area

s of

inte

rest

to re

ceiv

e no

tifica

tions

thro

ugh

RSS

feed

and

/ o

r em

ail o

f the

cas

es m

ost r

elev

ant t

o yo

urpr

actic

e.

3. C

iteCh

eck

A pe

rson

al c

ite c

heck

er fo

r a p

lead

ing,

brie

f or o

ther

doc

umen

t.Si

mpl

y up

load

it in

MS

wor

d, te

xt o

r sea

rcha

ble

PDF

and

Case

mak

eran

alyz

es e

very

cita

tion

and

prov

ides

you

with

a re

port

of g

ood

law

,ne

gativ

e tr

eatm

ents

, and

pot

entia

l cita

tion

form

at e

rror

s.

How

to a

cces

s Ca

sem

aker

Dig

est a

nd C

iteCh

eck

To a

cces

s Ca

sem

aker

Dig

est a

nd C

iteCh

eck,

clic

k on

the

“too

ls”

tab

insi

de th

e lib

rary

sec

tion

of th

e ho

mep

age.

The

n, s

elec

t the

tool

you

wan

t to

acce

ss b

y cl

icki

ng o

n it’

s tit

le.

NO

TE: S

ome

user

s ha

ve a

utom

atic

acc

ess

to th

ese

addi

tion

al

prod

ucts

at n

o ad

diti

onal

cha

rge.

Som

e ba

rs h

ave

paid

for

acce

ss to

th

ese

feat

ures

.

Case

mak

er L

ibra

Case

mak

er L

ibra

is a

n on

line

sear

chab

le li

brar

y of

trea

tises

, pra

ctic

e gu

ides

and

con

tinui

ng le

gal e

duca

tion

mat

eria

ls s

pons

ored

by

a St

ate

Bar A

ssoc

iatio

n an

d lin

ked

dire

ctly

in C

asem

aker

. W

hen

a se

arch

is d

one,

Lib

ra w

ill b

e lis

ted

on th

e re

sults

pag

e if

ther

e is

a

docu

men

t ava

ilabl

e re

late

d to

the

user

’s se

arch

. Cl

icki

ng o

n th

e re

sult,

will

take

the

user

to th

e Li

bra

web

page

.


26Re

turn

to T

able

of C

onte

nts

Revi

sed

Apr.

2014

Case

mak

er o

n M

obile

Dev

ices

Rece

ntly

Cas

emak

er h

as p

ut o

ut a

new

pro

duct

– th

e Ca

sem

aker

m

obile

app

licat

ion.

It is

ava

ilabl

e on

for b

oth

Appl

e an

d An

droi

d de

vice

s.

From

the

Case

mak

er h

omep

age,

loca

te a

nd c

lick

on th

e “A

vaila

ble

mob

ile a

pplic

atio

n” li

nk. I

t can

be

foun

d in

red

text

in th

e up

per l

eft

corn

er o

f the

pag

e be

low

the

Case

mak

er lo

go.

A ne

w w

indo

w w

ill a

ppea

r ask

ing

you

to fi

ll ou

t som

e ba

sic

re

gist

ratio

n in

form

atio

n. O

nce

you

have

fille

d ou

t the

form

, clic

k Cr

eate

Acc

ount

.

You

will

then

be

prov

ided

with

a re

gist

ratio

n co

de. P

leas

e no

te th

is

code

and

that

it is

cas

e se

nsiti

ve. Y

ou w

ill n

eed

it in

just

a m

omen

t.

Appl

e de

vice

sU

sing

you

r App

le d

evic

e, a

cces

s th

e ap

p st

ore

and

run

a se

arch

for

Case

mak

er L

egal

. The

app

will

pul

l up

and

you

can

tap

it to

vie

w th

e in

form

atio

n.

Clic

k In

stal

l App

and

follo

w th

e ne

cess

ary

step

s to

dow

nloa

d th

e ap

plic

atio

n, a

nd o

pen

it.

Her

e yo

u w

ill n

eed

to e

nter

the

emai

l add

ress

you

regi

ster

ed w

ith a

nd

the

refe

renc

e co

de p

rovi

ded

to y

ou w

hen

you

regi

ster

ed fr

om y

our

com

pute

r. Pl

ease

rem

embe

r thi

s co

de is

cas

e se

nsiti

ve.

You

will

then

be

prov

ided

with

acc

ess

to th

e Ca

sem

aker

mob

ile

appl

icat

ion.

Andr

oid

devi

ces

Usi

ng y

our A

ndro

id d

evic

e, a

cces

s th

e ap

p st

ore

and

run

a se

arch

for

Case

mak

er L

egal

. The

app

will

pul

l up

and

you

can

tap

it to

vie

w th

e in

form

atio

n.

Whe

n vi

ewin

g th

e ap

p in

form

atio

n, ta

p th

e In

stal

l but

ton

to

dow

nloa

d th

e ap

p.

You

will

nee

d to

tap

the

Acce

pt b

utto

n to

pro

ceed

.

The

app

will

then

dow

nloa

d on

to y

our d

evic

e. W

hen

it ha

s co

mpl

eted

th

e sc

reen

will

cha

nge.

Tap

the

Ope

n bu

tton

to a

cces

s th

e ap

p.

Her

e yo

u w

ill n

eed

to e

nter

the

refe

renc

e co

de p

rovi

ded

to y

ou w

hen

you

regi

ster

ed fr

om y

our c

ompu

ter.

Ple

ase

rem

embe

r thi

s co

de is

cas

e se

nsiti

ve.

You

will

then

be

prov

ided

with

acc

ess

to th

e Ca

sem

aker

mob

ile

appl

icat

ion.


________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________


________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________


________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________


________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________


Documents

Casemaker - Maine State Bar Associationmsba.mainebar.org/cle/handbooks/2014_programs/lyr/... · 1 Return to Table of Contents User Guide This user guide to Casemaker is designed to