FYI for September 2009

Leading Technology, Optimizing Value with CaseMap® and TextMap®

It was a pleasure meeting everyone who visited us at the LexisNexis® booth last month during ILTA. The show provided a fantastic opportunity for us to connect with you and share best practices. In keeping with the ILTA theme, “Leading Technology, Optimizing Value,” we were excited to demonstrate the enhancements made over the past year in both CaseMap® 8.5 fact and issue management software and TextMap® 5 transcript management software. In case you didn’t make it to the show, here is what you missed:

Get more out of what you put into CaseMap:
Dynamic two-way integration with LexisNexis research content

Let’s say you’re working in a CaseMap file and you see the name of an expert witness you want to know a little more about. Instead of going off task and digging around various places, now you can simply click on the name and continue your research—right from your case file. You even receive suggestions on appropriate sources so you can be sure to leave no stone unturned.

Through integration with the legal profession’s premier citation service, CaseMap now displays Shepard’s Signal™ indicators so you can easily validate cited cases. Plus, a new Case Jumpstart Wizard lets you reduce tedious data entry and set up each new case with ease. Just enter case players and other entities in a simple-to-use form. The Wizard automatically fills in the correct spreadsheets with the data you enter (see more detail in the 30-Second Skill Tuning article below). Learn how you can get even more out of what you put into CaseMap 8.5.

Why long-time LiveNote™ firms like Anapol, Schwartz, Weiss, Cohan, Feldman & Smalley are switching to TextMap 5

Firms who need to reduce costs, manage more with less and gain remote access to transcripts have been switching to TextMap 5 transcript management software. “TextMap was so clearly superior to LiveNote on two principal levels,” said Mark LeWinter, shareholder at Anapol Schwartz. “First, the pricing model for TextMap was far more attractive than what we had in place with LiveNote and it created a scenario where the value proposition was a no-brainer advantage for TextMap. Second, I personally found TextMap to be much more conducive to the realities of life for a busy litigator who spends a lot of time on the road. TextMap is very portable and much easier for our paperless work environment.”

Read the case study to understand the benefits this firm realized, including significant cost savings, the ability to manage more case work with greater efficiency and remote access to the transcript database.

How to get real-time transcripts

Our friends at Stenograph joined us at our ILTA booth and set up a live transcript feed to demonstrate real-time integration with TextMap 5 transcript management software. Everyone was thrilled at the idea of being able to join a deposition late and still receive the full transcript live, being able to use a wireless or serial connection, and having the ability to get automatic updates throughout the day. And all at a fraction of the cost of other transcript tools!

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New CaseMap® Integration with Lexis® Search Advantage
For a more effective law practice and a more efficient organization

Lexis® Search Advantage, which helps litigators and transactional attorneys succeed by combining strong legal and content analysis with enterprise search through behind-the-firewall services, now integrates with CaseMap!

The Lexis Search Advantage platform is “agnostic” in that it works with many best-of-breed enterprise search engines—including the tools you may already be using: Recommind™, Microsoft® FAST, Autonomy®, Vivisimo® and many more.

You can use Lexis Search Advantage to reduce many research steps to just one. Then, once you have conducted your search, you can use the Send to CaseMap feature to quickly send information directly to your CaseMap file.

Before: Many Steps to Research

1. Search internal firm or organization documents.
2. Search other internal content.
3. Search external sources.
4. Manually validate case law.

After: One Step to Research

1. Simultaneously search:
   • All internal content
   • LexisNexis sources
   You’ll see Shepard’s Signal™ indicators built into documents in real time, and you can easily send to CaseMap.

With Lexis Search Advantage, attorneys find relevant work quickly. Your firm or department can ramp up new associates, keep current associates happy and share best practices. You optimize your attorney investment and benefit from a minimal learning curve since Lexis Search Advantage fits your existing workflow and leverages prior work.

You also gain risk management benefits with Lexis Search Advantage. Easy-to-use tools help attorneys validate work product, reduce the risk of missing vital information and offer consistent advice across the firm using comprehensive research every time.

Calculate Your Firm’s Savings

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30-Second Skill Tuning: CaseMap® 8.5 Case Jumpstart Wizard

A new feature in CaseMap® 8.5 fact and issue management software provides an easy answer to the question, “Where do I start?” The Case Jumpstart Wizard makes it easy for even novice CaseMap users to input case players and organizations with step-by-step guidance.

As you start a new CaseMap case, the Case Jumpstart Wizard automatically appears to assist you in populating the characters involved. To navigate through the Wizard, click the Next button on each page—or jump to a specific section using the navigation on the left. Once you finish, the Wizard will automatically transfer the data you entered into the appropriate CaseMap spreadsheets. Now you have jump-started your case and reduced data entry time!

Here’s a quick recap:

• Start a new case. As soon as you enter all the pertinent background information about the file, the Case Jumpstart Wizard will automatically launch. You can also access the Wizard directly through the Help menu.

• The Wizard will walk you through adding the litigants involved in the case, the judge, opposing counsel, experts and other witnesses, as well as additional people and organizations involved.

• Click Finish, and CaseMap will save the cast of characters you just entered and add them to the appropriate spreadsheets. Click the Persons spreadsheet and see that the people you added through the Wizard are listed, along with a field for “Type” to show what their involvement is (expert, judge, litigant, etc.).

• Now you can easily dig deeper to get the facts you need for each party. While still in the Persons spreadsheet, click the down arrow next to a full name. CaseMap now offers suggested research customized to each party (and even guides you through the search). This integration with LexisNexis® research helps you gather the facts you need in order to make important associations that might otherwise be missed.

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What’s the difference between tagging and filtering in CaseMap® software? One point of confusion comes from the fact that the term “tagging” is used in Concordance® discovery management software to identify records on which the user wishes to perform an action. The term means something entirely different in CaseMap.

Tagging in CaseMap enables you to identify records that meet specified criteria while still displaying records that don’t. It places a red mark to the left of each record that has been tagged. It is comparable to highlighting a line of text on a printed page. You can still see all of the other text, but some stands out from the rest.

You cannot manipulate tagged records in CaseMap. They only serve as a visual cue on the screen and on printed reports. If you wanted to take action affecting only some of the records, such as printing or exporting, you would run a filter instead.

Unlike tagging, filtering hides the records in the spreadsheet that don’t meet the specified criteria. Only the filtered records get printed, exported or updated. Filtering is generally used much more often than tagging.

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ReportBooks are an important CaseMap feature. A ReportBook is a compilation of any number of saved CaseMap case analysis reports packaged together with a cover page, a table of contents and report-specific title pages. It takes just a few clicks to generate a ReportBook.

ReportBooks can be printed or turned into PDFs using the built-in CaseMap PDF functionality. Each time you print or create a PDF from a ReportBook, the reports it contains are based on the most current data in the case file.

While you can create ReportBooks from scratch, each CaseMap case file already offers a series of pre-built ReportBooks. One of the defaults is named Mark Me Up. This ReportBook makes it very easy to get clients involved in the case preparation process. It’s designed to help you put early case analysis into your client’s hands for review after an initial client interview.

The Mark Me Up ReportBook contains three reports: a Cast of Characters, a Fact Chronology and a Document Index. It also includes an Introduction that explains the contents to clients and asks for their assistance in editing report information.

View a Mark Me Up ReportBook generated using the Hawkins Example Case.
The ReportBook available at the link above was created using the built-in CaseMap PDF capability, which works even if you don’t have a full Adobe® Acrobat® license.

Please print and study this sample work product. Pay special attention to the default Introduction. You can edit the Introduction and the report layouts as you see fit. The key factor to remember is that each new CaseMap case file has a Mark Me Up ReportBook you can create as a paper document or PDF with just a few clicks.

Following your next client interview, why not enter your notes about people, facts and documents into CaseMap and use the Mark Me Up ReportBook to send your client some impressive initial work product?

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Below is our CaseMap training schedule. To register for a class, please fill out a registration form and return it at least one week before the start date.

In response to client demand and the current economic climate, we are now offering more online training opportunities. Another great way to minimize training costs is for us to come to you with our popular and affordable on-site training and “Jump-start” consulting sessions (contact us for more information).

Course Descriptions

CaseMap for Attorneys: This course is designed with attorneys in mind—it’s quick, targeted and online. You’ll learn to quickly build a case, analyze and link your data, and run pertinent reports.

FastTrack: This course is designed to help new CaseMap customers learn the essentials of the program. Topics include CaseMap strategies, sorting and searching techniques, creating great work product, and using the Send to CaseMap feature in Adobe® Acrobat® and other tools.

To register, fill out and submit a registration form.

To learn more, visit our Web site law.lexisnexis.com/casemap/training

Or contact litservtraining@lexisnexis.com or 425-463-3546.

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