Thank you so much for the votes that resulted in our winning seven awards from the 12,000+ subscribers to TechnoLawyer.

CaseMap® 6 is out and 1,000s of users are already putting the many new features to work. The new CaseMap PDF Bates Stamper is also hard at work and receiving accolades. Example feedback and an invitation to a live Webinar on the Bates Stamper appear herein.

As announced in last month’s Client FYI, we at CaseSoft are now proud to be part of the LexisNexis Litigation Services family. We’ll update you on changes below, including the announcement of important new links with LexisNexis® Applied Discovery®, the award-winning electronic discovery solution. We’ll also review what’s changing and what’s not changing as a result of the acquisition for those who missed last month’s issue.

Client FYI is our monthly e-mail newsletter providing updates and tips for CaseMap, TimeMap®, NoteMap®, TextMap®, and DepPrep® users. Please follow the instructions located at the bottom of this e-mail message anytime you would like to unsubscribe.

Seven Awards — Including Favorite Support!

We’ve just received seven awards from subscribers of TechnoLawyer.

CaseMap received the Favorite Litigation Support Solution award, the Favorite Knowledge Management Solution award and the Favorite Practice Area Solution award. TextMap received the Favorite Transcript Solution award. And TimeMap received the Favorite Presentation Tool award.

While we’re pleased about those product awards, the award we’re most excited about is the one for Favorite Support. We work hard to provide you with the great support you deserve. It’s an honor to have our efforts recognized. This is the second year in a row we’ve won the Favorite Support award. You can count on our doing everything we can to earn the right to receive this award year after year.

In addition to being excited about the awards we received, we’re also glad to see that our new brother-and-sister applications from LexisNexis picked up the lion’s share of all other awards. For example, LexisNexis® Total Litigator won the Favorite New Product award, Applied Discovery® won the Favorite Electronic Discovery Solution award, and Time Matters® won the Favorite Case Management Solution award.

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New PDF Bates Stamper Gets Rave Reviews —
See Why

1,000s of clients are already using our new PDF Bates Stamping tool with CaseMap 6. Alicia Almansa, one of our valued clients, sent us the following reactions which are typical of the incredibly positive feedback we’ve been receiving:

“I just wanted to let you know how fantastic I think the new CaseMap and PDF Bates Stamping tool are.

At 4 p.m. on the very day the new software came out, our office received about 800 pages in documents that needed to be processed. I was undecided whether to do it the old way or to download the new Bates Stamper and try it out. Even though I attended the Webinar, I was hesitant out of fear that it would take too long to get the hang of it, but decided to go for it anyway. Boy was I wrong! I was able to scan, name, Bates stamp, upload each individual document, and link all the files to the documents in CaseMap in less than an hour! It was seriously the easiest thing I did all day.

I can’t tell you how much easier the Bates Stamping tool will make our document handling and discovery practice. I never thought we needed such a product, but since that first use, I don’t know how we have survived without it.”

Alicia Almansa
Ephraim Roy Hess P.A.
Davie, FL

Thank you, Alicia!

If you would like to see the Bates Stamper and CaseMap 6 in action, please attend our upcoming live Webinar on June 28 at 2 p.m. ET,
1 p.m. CT, noon MT and 11 a.m. Pacific.

Register for the PDF Bates Stamper Live Webinar on June 28 >>

You can also view a prerecorded Webinar on the PDF Bates Stamper and other Webinars showing new CaseMap 6 features in action by clicking here.

The CaseMap PDF Bates Stamper is an Acrobat Plug-in we’ve developed that makes it easy to add Bates Stamps to single PDFs or batches of PDFs. In addition to providing flexible Bates Stamping options and being very easy to use, there’s an important and unique aspect to the CaseMap PDF Bates Stamper:

The Bates Numbers our new Acrobat Plug-in adds to PDFs can be detected by CaseMap and used to automatically complete Bates-Begin and Bates-End fields in your CaseMap Document Index spreadsheet.

The CaseSoft Bates Stamper is an optional tool that we’re selling for $149 per user license — a price that’s substantially below other PDF Bates Stamping Plug-ins which don’t integrate with CaseMap. Please note that you must have Acrobat Standard or Professional and CaseMap 6 to use our new Bates Stamper product. For simplicity, the CaseMap Bates Stamper will be installed in Acrobat as part of the CaseMap 6 installation process.

In addition to offering Bates Stamper single-user licenses, we’re also offering organization licenses that cover 5 - 10 users for $495, 11 - 20 users for $895, 21 - 50 users for $1495, 50 - 100 users for $1995 and 100+ users for $2995. E-mail sales@casesoft.com if you’re interested in a quote for your organization.

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CaseMap 6 Available

We’re pleased to report that CaseMap 6 is available and already hard at work for 1,000s of trial teams. We’ve had very few problems crop up during the conversion process and are confident that will be your experience also.

CaseMap 6 includes many important new features including:

• The Intake Interview Jumpstart feature (a groundbreaking new feature that makes it super easy to impress clients and get the case analysis process off to a fast start)
• The new MSJ production wizard
• Enhanced linking with Adobe Acrobat
• Expanded document-indexing functionality

The best way to learn about the new features in CaseMap 6 is to view some or all of our special CaseMap 6 online tutorials available by clicking here.

Critical details about getting ready for CaseMap 6 is detailed in the last topic below.  Please be sure to read them carefully.

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LexisNexis Acquisition Reprise

As we announced in last month’s Client FYI, we’re now part of the LexisNexis Litigation Services family. 

The transition has been going great. We’re already at work on new product integrations that we hoping to make available in the not too distant future.

While the details that follow below are largely redundant with the points we made last month, we wanted to repeat them given the importance and the fact you may have missed last month’s announcement.

You’ve of course heard of win-win situations. Well, we believe the acquisition of CaseSoft is a win-win-win situation.

Win One: It’s a winner for those of us with CaseSoft. Everyone on the CaseSoft staff is now a LexisNexis Litigation Services staff member. We’re getting great benefits, great career opportunities, and the chance to be involved with a much wider set of litigation tools and services. The acquisition certainly also confirms our vision of the importance of fact analysis and provides the way to leverage that vision.

Win Two: It’s a winner for LexisNexis. They now have a great new team, our rock solid products, and our wonderful clients. Our CaseMap case analysis tool is going to become the glue that ties together a host of LexisNexis tools and content offerings.

Win Three: Finally, and certainly most importantly, the acquisition of CaseSoft is a winner for our clients. You’re going to get our tools and support as backed up and enhanced by the wide array of the LexisNexis products, services and resources. As we trust you’re well aware, LexisNexis offers litigators a vast collection of content, tools and services, including access to Shepard’s® Citations Service, analytical treatises from Matthew Bender®, thousands of interactive forms and more than 3.6 billion public records.

Okay, so what’s Changing?
Again, we’re becoming part of the LexisNexis® Litigation Services team. We’re excited to be part of the strategy LexisNexis has put in place to serve the litigation market by providing solutions that give our customers strategic insight and greater control throughout the entire litigation process. We’re being asked to contribute to brainstorming on LexisNexis litigation tools and services.

We’re receiving additional development resources so we’ll be able to speed up work on some very cool new enhancements to our tools and also on additional integrations with other products, including LexisNexis offerings like LexisNexis Total Litigator and
Applied Discovery.

And what’s not changing?
Our staff isn’t changing. Everyone on the CaseSoft team is becoming a LexisNexis Litigation Services staff member.

Our commitment to fantastic client support and training isn’t changing. All support and training will remain exactly as it has been.

Our passion for innovation isn’t changing. We’re already at work on new integrations and new CaseMap features.

Our integration with other fine products won’t change. Being part of LexisNexis Litigation Services won’t change the fact that we link with dozens of other tools, primarily developed by companies other than LexisNexis. In fact, new integrations with several more tools and companies are currently in development.

Our offices won’t change. You’re still welcome and encouraged to visit us anytime in sunny Ponte Vedra Beach, Florida.

Obviously, we don’t know everything yet about how the integration will work. But we do know that we are going to work really hard to make this exciting relationship a winner from your standpoint.

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Applied Discovery Adds "Send-to-CaseMap" Feature

Applied Discovery is the award-winning Electronic Discovery solution from LexisNexis.

Click here to learn more about Applied Discovery.

We’re very pleased to report that the development work that adds “Send-to-CaseMap” functionality to Applied Discovery is complete and tested. It should be available to CaseMap 6 and Applied Discovery clients in July.

Over a dozen litigation support and electronic discovery products now offer “Send-to-CaseMap” features. “Send to CaseMap” makes it easy to cull critical passages from discovery documents and depositions to instantly create new facts in CaseMap. The facts created in CaseMap are automatically linked back to the sending location in the original source application. One click reopens the sending application and reselects the original passage in context.

You can see the “Send-to-CaseMap” feature at work by viewing one of our online tutorials on this topic. Click here to view a “Send to CaseMap” Webinar.

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Getting Ready for CaseMap 6
Read below for FAQ and critical details regarding upgrading to CaseMap 6.  

When Should I Upgrade to CaseMap 6?
CRITICAL: At many organizations, the information systems or practice support staff handles the software upgrade process. If that’s true for your organization, please be sure to defer to these individuals. Do not upgrade to CaseMap 6 yourself.

Obviously, you first should also make sure you’re entitled to a CaseMap 6 upgrade. If your organization is not covered by our Extended Maintenance plan, you’ll need to purchase a CaseMap 6 Upgrades. Contact us at sales@casesoft.com with questions.

What are the operating system requirements for CaseMap 6?
Enhancements in CaseMap 6 take advantage of improvements in Microsoft® Windows® operating systems.  Therefore, CaseMap 6 requires Windows XP or Windows 2000.  Please don’t run CaseMap 6 on older machines that have Windows 95, 98 or ME on them.

Do TimeMap, TextMap or other vendors’ programs that integrate with CaseMap need to be upgraded due to the release of CaseMap 6?  Does the linking between CaseMap and these other programs change with CaseMap 6?

With one important exception, the answer is no. The exception is Adobe Acrobat.  The greatly enhanced integration between Acrobat and CaseMap that’s part of CaseMap 6 requires Acrobat 6 or Acrobat 7. Acrobat 5 and earlier versions of Acrobat do not provide the features we’ve taken advantage of to create the integration. 

There’s certainly no requirement that you upgrade to Acrobat 6 or Acrobat 7, but you won’t be able to take advantage of the new integration without doing so. Please also note that you can use the current version of the free Adobe Reader, but some of the new integration features require a full version of Acrobat.

It’s also CRITICAL to note that, when you install CaseMap 6, the installation process will replace your existing “Send-to-CaseMap” Plug-in for Acrobat with the new version that works with CaseMap 6. The new version cannot be used with CaseMap 5 therefore you should make sure that you and anyone else using CaseMap on a case are upgrading at the same time and don’t need to use CaseMap 5 anymore.

How do I upgrade from CaseMap 5 to CaseMap 6?
IMPORTANT: At many organizations, the information systems or practice support staff handle the upgrade process. If that’s true for your organization, please defer to these individuals.

All versions of CaseMap 5 (5.0 and 5.1) can upgrade directly to CaseMap 6.

To upgrade from CaseMap 5 to CaseMap 6, first install CaseMap 6 on your computer and on the computers of all other licensed users. Installing CaseMap 6 does not affect your current installation of CaseMap 5, i.e., CaseMap 5 remains on the computer after CaseMap 6 has been installed.

Next, convert your existing case files to the new CaseMap 6 format by opening them using CaseMap 6. Additional details below.

Finally, uninstall your old version of CaseMap.

How do I register/activate my copy of CaseMap 6?
Again, at many organizations, the information systems or practice support staff handles the installation and registration/activation process. If that’s true for your organization, please be sure to defer to these individuals. Do not install or activate CaseMap 6 yourself.

After you install CaseMap 6, it works for 30 days before requiring activation. Please activate your copy sometime during the 30-day grace period. The easiest way to activate is to do so online. Your CaseMap 6 copy talks to our Activation Server, which stores information about users licensed for CaseMap 6. Once the Activation Server verifies that you’re licensed for CaseMap 6, it disables the 30-day countdown timer in your installation of CaseMap 6 leaving you with a full-and-final copy.

You can use your existing CaseMap 5 registration/activation information to activate CaseMap 6. You don’t need new information from us. In fact, if you install CaseMap 6 on a machine that had CaseMap 5 on it, CaseMap 6 finds your CaseMap 5 registration info and is ready for online verification of your CaseMap 6 Upgrade licensing situation.

Can CaseMap 5 and CaseMap 6 open the same case file?
No. The file formats for CaseMap 5 and CaseMap 6 are different. Before a CaseMap 5 case file can be opened using CaseMap 6, CaseMap 6 must convert the file to the new format. And once a case file is converted from CaseMap 5 format to the CaseMap 6 format, the new CaseMap 6  file cannot be opened by CaseMap 5. As such, all CaseMap 5 users should have CaseMap 6 installed before case files are converted.

What happens when CaseMap 5 case files are converted to the new CaseMap 6 format?
A conversion utility is embedded in CaseMap 6. When you open a CaseMap 5 case file using CaseMap 6, CaseMap 6 recognizes the old CaseMap 5 format and asks you if you want to convert the case to the new CaseMap 6 format.

CaseMap does not change anything in your existing CaseMap 5 file. Rather, it creates an exact copy of your CaseMap 5 file and then adds new CaseMap 6 specific features to it. When CaseMap 6 finishes the conversion process, it changes the file extension of the CaseMap 5 file from .cm5 to .001. This change keeps you or someone else on your team from inadvertently reopening the old case file using CaseMap 5.

The conversion process should take less than a minute for each file. Each CaseMap 5 file must be converted separately to the CaseMap 6 format. There is no batch method for converting files.

CaseMap 5 can be uninstalled without affecting the conversion process. CaseMap 5 is not used during this process.

Once you’ve converted your cases and see that everything is copasetic with CaseMap 6, you’re free to delete the old CaseMap 5 case files that now have the .001 extension. (If you had to, you could regain access to the CaseMap 5 files that were renamed during the conversion process. You would use the Windows Rename function to change the file extension of a case file from .001 back to .cm5. Please note that there’s really no reason to expect this step to be necessary.)

How do I upgrade from CaseMap 4 to CaseMap 6?
If you’re still using CaseMap 4, you can upgrade directly to CaseMap 6 (so long as you’ve purchased an upgrade or are covered by CaseSoft Extended Maintenance).

Please read the prior three questions and answers. Substitute a 4 wherever you see a 5.

Thank you so much for being a LexisNexis CaseSoft client!

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LexisNexis, the Knowledge Burst logo and Shepard's are registered trademarks of Reed Elsevier Properties Inc., used under license. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. CaseMap, TimeMap, NoteMap, TextMap and DepPrep are registered trademarks of LexisNexis CourtLink, Inc. Applied Discovery is a registered trademark of Applied Discovery, Inc. Other products and services may be trademarks or registered trademarks of their respective companies.

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