Client FYI - Updates and Case Analysis Tips

FYI for December 2008

This year we added a variety of features to help new CaseMap® users start building case files more easily—and to make CaseMap even more intuitive for seasoned pros. What’s more, the new DocPreviewer™ review tool within CaseMap 8 even helps you simplify discovery in everyday cases. Are you putting the latest enhancements to work? In this month’s FYI, take a look back with us at some of this year’s highlights.

Then find out about the expanded schedule for CaseMap® Webinars, get a helpful tip on TimeMap® page orientation, review easy ways to customize your CaseMap screen, and check out training opportunities to get the new year off to a productive start.

December Client FYI Quick Links


Your Case Assessment Tools Got Even Better During 2008

  • More intuitive CaseMap® navigation and easier start-up
  • Self-managed e-mail discovery review with DocPreviewer™
  • Real-time transcripts to TextMap with just a click
  • TextMap® color coding for issues, plus expanded reporting and more

CaseMap 8: More Ways to Be User-Friendly

After conducting extensive research and listening to your feedback, in September we released CaseMap 8, the latest version of our award-winning fact and issue management software. It’s the most user-friendly and intuitive version to date.

To help jumpstart your early case assessment, CaseMap 8 software provides friendlier spreadsheets with a refreshed look and feel, an enhanced navigation panel with favorite spreadsheets at the top, a new case wizard, and more visible buttons for linking issues to facts in your case. You’ll also find:

  • Offline support for taking linked files on the road when you create a case replica and synchronize updates
  • A new report that organizes facts by source or witness and organizes documents by author to help you create polished work product
  • Enhanced tools for easily importing documents into CaseMap

New CaseMap users appreciate the interactive Getting Started panel. This points them in the right direction for organizing, analyzing and reporting case knowledge.

If you deal with smaller e-discovery matters or last-minute e-mail review, you can benefit from the super-charged Adobe® Acrobat® plug-in called DocPreviewer, released with CaseMap 8. Wizards walk you through the steps of converting Microsoft® Outlook® e-mail PST files to PDFs, Bates stamping, sending folders of PDFs to CaseMap, reviewing linked PDFs and linking them within CaseMap, where DocPreviewer adds e-mail senders and recipients to the Cast of Characters in your case.

You can then clearly assess how many e-mail messages the key players in your case authored or received. You can refine your document set by searching within CaseMap to locate relevant files. CaseMap 8 enables you to review the more substantive set for privilege and relevance. At that point, you can use integration with Adobe Acrobat to add Bates stamps and redactions.

Find out more! Attend our 35-minute DocPreviewer Webinar.

Get a 30-Day free trial* of CaseMap 8 with DocPreviewer.

TextMap 4: More Handy Transcript Tools

TextMap 4 deposition and transcript management software is the latest evolution of the most cost-effective transcript summary tool on the market. Features added this year include color-coding of issues and greatly enhanced reports. Competing products cost four times as much and don’t offer similar reports. TextMap converts reports with a word index into interactive PDFs. Just find a word of interest in the word index, and convenient hyperlinks take you to pages of the transcript where the word appears. Check out our series of TextMap 4 Webinars to learn more about these features.

In addition, this year LexisNexis entered into an alliance with Stenograph Corp. This enables you to use CaseViewNet™ from Stenograph® to send real-time files to TextMap in a single click. Because the software is wireless, it also eliminates cables, splitters, adapters and the time it takes to connect them.

The RapidRefresh™ capability within CaseViewNet gives you higher quality than a standard live feed, plus the ability to join late and still get the full text. You can receive verbatim, live deposition transcripts in real time at your computer, have them updated on the fly as court reporters make corrections, and quickly send those files to TextMap for detailed review, annotation, issue coding, summarization and culling for case analysis.

CaseViewNet is a free viewer you can configure to TextMap. To see CaseViewNet and TextMap together in action, view our Webinar.

Complex Support Got Easier

Our support team increased the use of online troubleshooting during 2008 to save time and improve results. We can now view more complex support and training situations on your computer when you choose that approach.

What’s next? Over the coming months you can look forward to exciting enhancements to TextMap. Watch for details in future issues of Client FYI.

*Some restrictions may apply. See Web site for details.

^ back to TOC


CaseMap® Wins Top Technology Honors, Thanks to Your Votes!

LTN Technology Awards 2008CaseMap 7.5 received a first-place finish in the sixth annual Law Technology News Readers’ Choice Awards.

The awards recognize law technology leaders that excel in both innovation and implementation. CaseMap 7.5 received the most votes in the category of Case Management Software for Large Firms.

In addition, LexisNexis solutions won more overall honors, more first-place honors, and honors in more categories than any other legal technology provider. Other first-place finishes for LexisNexis Litigation Services include:

  • LexisNexis® Total Litigator in the category of Collaboration Tools
  • Concordance® discovery management software in the category of EDD Services, Review
  • Concordance in the category of Litigation Support Software
  • LAW PreDiscovery™ software in the category of EDD Services Processing

Additionally, LexisNexis won second-place honors for LAW PreDiscovery in the category of EDD Services Collection.

Your ongoing support and valuable input enable us to continue enhancing LexisNexis case assessment tools to meet your needs.

^ back to TOC


New Live CaseMap® Webinars

In response to your input, we are expanding the schedule for our CaseMap Fundamentals Training Webinar. This Webinar training gets you up and running with the main features of CaseMap fact and issue management software. It is not a demonstration, but a training session for licensed users. Be sure you have a CaseMap license and the software is installed on your computer before you enroll to attend the Webinar. The training session teaches you the key features you need to know in order to be immediately productive with CaseMap.

Originally only available on Tuesdays at 3 P.M. Eastern Time, these sessions are also held now on Mondays and Wednesdays to better accommodate your needs. Register for an upcoming session.

View a list of all our live Webinars.

Of course we still offer free one-on-one telephonic training as well. To schedule a session, give us a call at 904-373-2160 or send us an e-mail at casemap.support@lexisnexis.com.

^ back to TOC


30-Second Skill Tuning: Page Orientation and Time Scale in TimeMap®

If you have finished working on one of your TimeMap visuals and want to change the page orientation from horizontal to vertical or vice versa, it’s no problem. Just go to the File menu, choose Page Setup and click the Layout & Options tab. From there, click the radio button to decide which way you want your timeline oriented, and it’s done! Now that you’ve made that change, we can spend the next 20 seconds working on adjusting the timescale.

Moving the Time Scale

You can move the horizontal or vertical Time Scale that appears on a TimeMap visual to any location on your chart. And once you move it, you can position chart elements above and below or to the left and right of the scale. This feature comes in handy, for example, when you want to create a chart that compares two sets of events.

Drag the Time Scale to the center of the chart. Then place one set of Fact Boxes above the scale and the second set below it. To see a sample of this type of chart, please view the Example Visual within TimeMap titled "Comparison of Conflicting Accounts." Go to the Help menu and select Example Visuals.

To Move the Time Scale:
1. Place your mouse pointer on the Time Scale.
2. Drag the Time Scale to a new location.

If you have questions on these or any TimeMap scenarios, call us at 904-373-2160.

View the TimeMap in Twenty Minutes Webinar.

^ back to TOC


Customizing the CaseMap® Screen

Did you know you can customize your screen in CaseMap? You can customize toolbars, as well as your screen font and row height.

Customizing Toolbars

From the Tools menu, choose Customize to display the Customize dialog box. It has three tabs: Toolbars, Commands and Options.

The Toolbars tab displays a checkmark to the left of active toolbars. A single click in the checkbox next to any toolbar will remove the check, thus hiding that toolbar from view.

In addition to the Standard toolbar, you can create your own toolbars. That way, you can have a second toolbar with buttons you use only some of the time. This makes it easy to display or hide buttons you use only occasionally.

To create a new toolbar, click the New button on the right-hand side of the Customize dialog box. Name the toolbar and click OK. A small, gray box appears next to the customize dialog box. This is your new toolbar.

Initially, the toolbar does not have any buttons on it. That’s where the Commands tab comes in.

Click the Commands tab to see a list of all the commands you can insert into custom toolbars. The left side of the box shows a list of all the different categories of commands. As you click each item on the left, the commands for the selected category appear on the right side.

Keep in mind that not all commands are valid on all spreadsheets. For example, commands related to the Outline category are valid only on the Issues spreadsheet. If you put a command into a toolbar and it disappears when you close the Customize box, this happens because the command is not valid for the current spreadsheet.

To add commands to a toolbar, in the right column of the Customize box, simply left-click on a command and drag it out of the box and onto the toolbar. A black line indicates where that command will be inserted in the toolbar. You can also change the order of the existing items on the toolbar by using drag-and-drop. You can remove commands by dragging them out of the toolbar.

You can resize this toolbar by pointing at the edge of the toolbar and then clicking and dragging to adjust the size. If you want the toolbar docked (locked in at the top of your screen), double-click on the thick horizontal shading at the top of the toolbar. You can reposition a toolbar by clicking on the vertical gray line at the very far left and dragging it where you want it on your screen.

The Options tab allows you to change the behavior of menus and toolbars. Personalized menus show only commands that you use frequently. Turning off personalized menus causes all the commands in that menu to be visible all the time. ToolTips are little yellow boxes that pop up when you point at a button or menu option.

Changing Screen Font and Row Height

To change the screen font, go to the Tools menu and choose Grid Font. Note: This changes the font for the text in all of the spreadsheets. It also affects the default font for printed reports.

There are two ways to change the row height in the spreadsheet:

  • One way is to position the mouse on the line at the left between two rows. You get a double-headed arrow. Just click and drag to adjust the row height.
  • You can also go to the Format menu (if you have an earlier version than CaseMap 8) or, in CaseMap 8, go to the Records menu and select Format. Then, select Row Height and choose the desired height.

^ back to TOC


CaseMap® Training Schedule

Below is our training schedule for classroom and online classes. We also offer on-site classes. Visit our training Web site for more information.

Washington, D.C.
Feb. 3: FastTrack
Feb. 4: Cert Paralegal
Feb. 10 – 11: Cert Admin

New York City
Feb. 25: FastTrack
Feb. 26: Cert Paralegal
March 4 – 5: Cert Admin

Atlanta
March 17: FastTrack
March 18: Cert Paralegal

Dallas
March 10 – 11: Cert Admin
March 12: FastTrack

Los Angeles
Jan. 27 – 28: Cert Admin

San Francisco
Feb. 18 – 19: Cert Admin
March 25: Cert Paralegal
March 26: FastTrack

Seattle
Jan. 12: FastTrack
Jan. 13 – 14: Cert Admin
Feb 10: Cert Paralegal

Online Classes*

FastTrack Online
Jan. 27 – 28
Feb. 5 – 6
March 16 – 17

Certified Paralegal Online
Feb.17 – 18
March 2 – 3

CaseMap/Concordance Online
March 4 – 5

*Online classes are conducted over two days from noon to 2 P.M. and 3:30 to 5:30 P.M. Eastern Time on both days.

To register for any of the above classes, please fill out this registration form (e-mail or fax to us) or call 904-373-2161 with any questions you may have.

CaseMap FastTrack: This day-long course is designed to help new CaseMap customers become power users. It is not intended for clients who have been working with CaseMap for more than a year. 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. This is a hands-on class—please bring a laptop computer with CaseMap installed.

Certified Administrator: This two-day course is specifically for litigation support, practice support and IS professionals. It reviews how to deploy and support CaseMap fact and issue management software and TimeMap® timeline graphing software. This is a hands-on class—please bring a laptop computer with CaseMap and TimeMap installed.

Certified Paralegal: This one-day course for paralegals, legal assistants and other support professionals reviews best practices for inputting and extracting crucial case data. The course also covers how LexisNexis case analysis tools link with other applications you may be using. This is a hands-on class—please bring a laptop computer with CaseMap installed.

^ back to TOC


Advance your case assessment and analysis with LexisNexis® Litigation Services. For details, visit our online Resource Center.

LexisNexis, 9443 Springboro Pike, Miamisburg, OH 45342

This is Client FYI 126859a, an eNewsletter from LexisNexis, a leading provider of authoritative legal, news, public records, and business information, and electronic filing services. If you do not wish to receive this eNewsletter from LexisNexis, use this link to let us know.

Privacy & Security Copyright © 2008 LexisNexis, a division of Reed Elsevier Inc. All rights reserved.

Total Practice Solutions
DepPrepNoteMapTextMapTimeMapCaseMap