FYI for March 2009

TextMap® 5 has arrived! Download it now and benefit from a range of new, customer-acclaimed features: create links to exhibits referenced in your case transcripts, generate a PDF report of your transcripts and annotations with all linked exhibits, and play back video of your depositions―synchronized with the transcript text. Also find out how TextMap and CaseMap help you “Connect the Dots” among disparate tasks in your litigation process ... play our recorded Webinar or explore CLE options.

It's Here! Download TextMap® 5 for New Advantages in Managing Testimony

You've been asking for it, and now TextMap® 5 is here! With the release earlier this month of TextMap 5 transcript management software, you gain the added benefits of fast and easy exhibit linking within transcripts, PDF reports of your transcripts with linked exhibits, video to allow playback of the deposition video—synchronized with the transcript text—and more!

Haven't seen TextMap 5 in action? Download it today and gain advantages that clients are already raving about:

Easy-to-Use Exhibit Linking

• Link transcripts to exhibits automatically—and economically—through an easy-to-use wizard. There’s no need to pay for separate linking software, as with some competing products.

• Link documents and exhibits to your annotations. Attach any number of electronic files to your notes … always have your key case documents and notes right at your fingertips!

• Take your linked exhibits on the road with you when you create a case replica in TextMap 5 (just like you can do in CaseMap® 8).

• Create and share PDF reports with embedded exhibits and documents. For example, you can create a condensed transcript with endnotes in PDF and include hyperlinks to attached exhibits. And as always, TextMap PDF reports can include a hyperlinked word index, as well as bookmarks to annotations and sections of the word index.

• Quickly explore all exhibits and documents linked to each transcript. Import evidence packages provided by court reporters via YesLaw® CDs and DVDs.

Play Deposition Video Synchronized to the Transcript

• Play back the video of your depositions synchronized with the transcript text. Search for key phrases in a transcript and then start playing the video immediately from that location.

• Annotate important passages of the transcript and play back just that portion of the video testimony.

Why TextMap?

TextMap enables you to uncover key testimony faster, collaborate more effectively with trial team members and summarize transcripts more effectively. You can use it to produce a variety of practical, polished reports and generate a single index covering multiple transcripts. And you can save money since TextMap comes at a fraction of the cost of other transcript summary tools.

TextMap Integrates with CaseMap

Here are just a few examples of convenient integration between TextMap and CaseMap:

• Annotate a transcript and send it as a fact into CaseMap
• Send deposition facts to CaseMap for analysis
• Send CaseMap issue outlines to TextMap and maintain the outline hierarchy
• Include linked CaseMap facts when you generate TextMap reports
• And now, share linked documents and exhibits between CaseMap and TextMap

Find out more—download the TextMap 5 flyer.

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Does Your Litigation Team Connect the Dots?

Did you miss last month's Webinar, “Connecting the Dots for More Efficient, Effective Litigation”? Attendees found out how more litigation teams are using CaseMap®, TextMap® and the entire suite of litigation tools and research content from LexisNexis® to connect the dots―driving greater efficiency and cost-effectiveness throughout the litigation process.

Delivered in the context of the workflow of a case, the Webinar explained how to use integrated litigation tools and research content to:

• Reduce risk exposure through greater case clarity
• Gain greater control over discovery and rising discovery costs
• Collaborate more effectively and strategically with team members
• Capture, organize and connect case facts and research

You can access the recordings below—or schedule an in-person CLE in your firm or organization by calling 866.316.8525. This CLE program provides a deeper understanding of best practices for streamlining litigation processes and harnessing the critical thinking of your entire litigation team.*

There are two versions of the Webinar recording—one for outside counsel and one for in-house counsel. Please access the one that best suits you.

Webinar Recording for Outside Counsel

Webinar Recording for In-house Counsel

*CLE credit may be available, if approved in the jurisdiction where the customer is located or licensed to practice.

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Clearly See Fact Patterns Pivotal to Your Case

Does your approach to case assessment make it easy to see gaps in correspondence, delays in action, possible failure of a party to act or discrepancies in testimony?

Can you easily show others the relationships among individuals involved in each case?

When you make the most of CaseMap® fact and issue management software, you can discover and demonstrate relationships and fact patterns quickly and easily.

Filling Gaps in Your Case Chronology

Litigator Daniel J. Siegel was reviewing documents in an insurance bad faith claim. “I noticed gaps in the chronology,” said Siegel. “These gaps represented periods when the insurance company should have been investigating the case and instead was doing nothing. The delay was more visible when I reviewed all of the facts chronologically and in context.” How did he get that clear view? He used CaseMap, along with TextMap® transcript management software.

Since each fact in CaseMap can be linked directly to the source document (e.g., a Cast of Characters, Case Chronology, Deposition, etc.), Siegel could quickly view a given fact and see the document to which it was linked, as well as any related testimony from TextMap.

Read the full case study focusing on Siegel’s experience.

Identifying Clear Discrepancies

When working on an aggravated assault and murder case, attorney Mike Rogers of Ronin Consulting realized that CaseMap could help him make sense of conflicting stories told by his client’s client and two witnesses.

Rogers cross-referenced the police reports with copies of the witnesses’ handwritten statements and the grand jury transcripts. Glaring discrepancies became apparent as Rogers started sorting through the data in CaseMap. He built a custom report in CaseMap that allowed him to quickly bring attorneys up to speed on the inconsistencies that appeared throughout the information.

Read the full case study focusing on Rogers's experience.

Linking Facts Quickly

In Soldotna, Alaska, attorney Joseph Kashi was trying to settle a case involving personal injuries sustained in an automobile accident. Kashi was dealing with more than 150 different medical bills covering one hundred or more medical and physical therapy patient visits.

Even though Kashi believed the medical documentation was clearly in his client’s favor, the insurance adjuster strongly questioned whether the entire stack of medical bills was related to injuries sustained in the accident. “We could have been looking at a long, expensive trial,” said Kashi.

Through CaseMap, Kashi started linking facts—every medical visit by provider, symptom, charge, etc. With the point-and-click linking features, he could quickly cross-reference information. It was easy to re-order the facts by symptom and date and quickly pinpoint chart and billing data showing that, in the specialist’s opinion, the injury likely occurred as a result of the accident. TimeMap time scales put the vital information into visual perspective. Kashi was able to quickly develop a short, to-the-point demand letter that included a PDF of his CaseMap reports.

Read the full case study focusing on Kashi's experience.

How Does CaseMap Help You Link Key Facts?

CaseMap tools help attorneys like Siegel, Rogers and Kashi link key facts and gain a clear picture of each case. Here are a few basic tips:

1. Link via Short Names

In CaseMap, every person, organization, document, issue, etc., is automatically assigned a unique “short name” for linking to facts, other issues or objects. Once you have input “objects,” you can link them to other facets of the case through the short name.

2. Link Summary Fields

This feature automatically populates the connections or relationships (links) between your short names. In the Persons spreadsheet, for example, a value in each selected cell indicates how many facts, documents, etc., pertain to an individual. These numbers are automatically input when you use Short Names on the corresponding spreadsheets. Just double-click the number, and you get a report of all the links associated with that column.

3. Create and Save Filters

The simplest way to create filters is to right-click on a “short name” and choose Filter by Selection. Example: If you need to view only “material” facts, go to the Material column and click the word yes. Then right-click on the word yes and choose Filter by Selection. CaseMap will display only the yeses or material facts. Click Print, and you have a report of all your material facts.

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Simplify E-mail Discovery Review

Short on time, budget and technical resources for smaller cases? The DocPreviewer™ review tool within CaseMap® 8 fact and issue management software can help you better manage e-mail discovery review in smaller cases.

Included with DocPreviewer is a Microsoft® Outlook® e-mail-to-PDF bulk conversion utility, enabling you to convert messages that are located in multiple Outlook folders to PDF in one batch. Your e-mail attachments are embedded in each PDF, and the PDF files easily import into CaseMap. With DocPreviewer, you don’t have to learn complex software to accomplish everyday e-mail discovery review.

You can use the DocPreviewer tool to:

• Quickly import e-mail PDFs into CaseMap
• Review batches of e-mails in minutes
• Automatically populate your CaseMap Cast of Characters fields with senders and recipients of those e-mails
• Automatically link senders and recipients listed in the Cast of Characters to the e-mail PDFs

Then you can 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 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.

What else comes with CaseMap 8?

CaseMap 8 has a more up-to-date look and added functionality:

• New look and feel for simplified case start-up and navigation
• Group by Object reports, e.g., Facts by Witnesses and Facts by Sources
• Enhanced offline file support—upload a case replica and linked files

Get a 30-day Free Trial*
Download a 30-day free trial of CaseMap 8 with DocPreviewer. The same process applies whether or not you already have an earlier version of CaseMap. When you install CaseMap 8, you will also receive a 30-day free trial of DocPreviewer.

To access DocPreviewer, go to the Tools menu and select DocPreviewer E-mail to PDF Wizard—or click the DocPreviewer button toward the lower part of the left navigation bar.

After your 30-day trial, you can choose a low-cost annual subscription to DocPreviewer in addition to your CaseMap 8 subscription. Or ask your LexisNexis® account representative how you can save up to 30 percent by bundling the entire suite of products, including CaseMap with DocPreviewer, TextMap® transcript management software, TimeMap® timeline graphing software and the NoteMap ® outlining tool.

For more information call us at 866.316.8525 or e-mail casemap.support@lexisnexis.com.

*Some restrictions may apply. Software is a full version available for 30-day trial use from the date of download.

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Automatically Transfer Links from One Object to Another

Have you ever added two people as CaseMap objects and then discovered they were the same person? Perhaps, for example, you realized that all the facts, issues and questions should be linked to John Smith, not Robert Smith. You can easily transfer these links and remove Robert Smith as an object by using the Object Link Merger. Here’s how:

1. Before merging the links, copy all of Robert’s field information that you want to keep from Robert’s record to John’s record.
   
   
2. To start the Object Link Merger utility, go to Tools > Case Tools and select Object Link Merger. Read the description and reminder; then click Next.
   
   
3. Select the first object, e.g., select John Smith, from the list of objects. Click Next
   .
4. Select the second object, e.g., Robert Smith, from the list of objects. Click Next
   .
5. Select the object to delete, e.g., Robert Smith. Click Next.
   
   
6. Confirm your selections before doing the merge.
   
   
7. Clicking the Detail button next to each object displays the Object Detail dialog box for each record. You can review all the fields for the object selected.
   
   If you missed some critical information in Robert Smith’s record, click the Detail button next to his name. When the dialog box appears, copy the information from any field to the Windows clipboard. Now, click the Detail button next to John’s record and paste the information into the appropriate field. This feature enables you to avoid canceling the process and starting over if you missed something.
   
   
8. Click Finish to complete the merge.

That’s it! Now all the facts, issues and questions that were linked to Robert Smith are linked to John Smith, as they should have been in the first place.

Please keep in mind:

• The Object Link Merger moves only the links between the objects. It does not copy information from fields within each object to the other object. For example, the Role in Case field has information for Robert Smith. The Object Merger does not combine or copy the information into John Smith’s record.
  
  
• This process cannot be undone. You will want to make a backup of your CaseMap file before merging objects, just in case you accidentally make a wrong choice in the process. If you have any questions or would like to walk through any part of the process, feel free to call us at 866.316.8525.
  

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CaseMap® Training Schedule

CaseMap® Training Schedule
Below is our training schedule for classroom and online classes. 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 “Jumpstart” consulting sessions (contact us for more information).

Course Descriptions

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.

Certified Paralegal: This course is specifically designed to help paralegals, legal assistants, and other support professionals learn best practices for inputting and extracting crucial case data.

Certified Administrator: This course is specifically designed for litigation support professionals. It reviews how to deploy and support CaseMap and TimeMap®.

To register, fill out and send in a registration form. Or contact litservtraining@lexisnexis.com or 425-463-3546.

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

Some restrictions may apply. Offer expires August 1, 2009.

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This is Client FYI 127282a, 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.

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