FYI for September 2008

Since its release earlier this month, CaseMap® 8 with DocPreviewer™ has already “risen to the level of killer app” and is a product “no litigator can do without,” according to user feedback. In this month’s Client FYI, learn how this popular new self-managed solution enables you to assess your e-discovery needs early in the case and gain greater control over both data and costs.

A “Killer App”: CaseMap® 8 With DocPreviewer™

Earlier this month, we introduced CaseMap 8, a new version of our award-winning fact and issue management tool. Built into this new version is the DocPreviewer e-mail discovery review tool, created in response to litigator requests for more ways to gain control over documents, data and discovery costs. Users are already raving over the ability DocPreviewer gives them to enhance the early assessment of their discovery needs in a case and gain more insight before expensive document processing begins.

DocPreviewer works seamlessly within CaseMap 8, so there’s no need to learn new software. You can immediately begin reviewing vital e-mail discovery without a big budget, lots of ramp-up time or an army of technical specialists. CaseMap 8 with DocPreviewer also integrates with LAW PreDiscovery™ imaging and electronic discovery processing software as well as Concordance® litigation management software― two other powerful offerings from LexisNexis―to provide you with greater control, efficiency and insight across the entire discovery workflow.

“A Product No Litigator Can Do Without”

DocPreviewer is the only out-of-the-box tool providing a quick and easy way to review e-mail discovery in cases where you are short on time and budget. Here’s what one experienced litigator had to say after trying it:

“With its new DocPreviewer feature providing database entry, Bates stamping and instantaneous e-mail conversion to PDFs with embedded attachments in native format all rolled into one, CaseMap has risen to the level of "killer app," a product that no litigator can do without. You know you've hit a home run when even the IT guys are wowed by it.”

—Phil Karter, Shareholder,
Chamberlain, Hrdlicka, White, Williams & Martin
Philadelphia, Penn.

Use DocPreviewer to quickly import and convert e-mail messages to PDF and then auto-populate key players into your CaseMap Cast of Characters, significantly reducing data entry. DocPreviewer automatically links senders and recipients listed in the Cast of Characters to the e-mail PDFs. It also imports attachments and allows you to review them in their native form.

Now it’s simple to:

• Assess how many documents each player authored, sent and received
• Refine your document set by searching within CaseMap to locate relevant files
• Review the more substantive set for relevance
• Create a privilege log
• Use integration with Adobe® Acrobat® to add Bates stamps and redactions

E-mail Discovery Review Simplified

Even today, the vast majority of litigation matters involve only a limited number of discovery documents, including e-mail and e-documents. However, receiving even just a few CDs of electronic files can complicate an attorney’s ability to conduct timely review and respond to a request.

With CaseMap 8 and DocPreviewer, it’s never been easier for an attorney to review e-mail discovery documents. Now, all you do to uncover document relevance is launch CaseMap and select an Outlook inbox or folder—DocPreviewer handles the rest.

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. The PDF files with the e-mail metadata easily import into CaseMap.

Watch the “What’s New With CaseMap 8” on-demand Webinar.

30-Day Free Trial*

Need these capabilities today? Then go ahead and start today! Download a 30-day free trial of CaseMap 8 with DocPreviewer. If you’ve already installed CaseMap 8, you have a built-in 30-day free trial of DocPreviewer. To access DocPreviewer from CaseMap 8, 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 with CaseMap 8. If you already have the CaseMap Adobe Acrobat plug-in subscription, it will automatically convert to DocPreviewer for the remainder of the term.

Find out more and get a 30-day free trial of CaseMap 8 With DocPreviewer.

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What Else Is New With CaseMap® 8?

Download a CaseMap 8 free trial* and see the enhancements first hand. We listened to your feedback and created:

• Friendlier spreadsheets with a refreshed look and feel that helps you easily navigate. Plus, each record with a linked file always displays a paperclip, even if the record isn’t selected.

• An enhanced navigation panel with favorite spreadsheets appearing on top. Click once, and all spreadsheets in the case file appear on the panel. And you can easily right-click a spreadsheet to choose Add to Favorites.

• More visible buttons for linking issues to facts in your case.

• Offline support for taking linked files on the road when you create a case replica and synchronize updates.

• Tips to make getting started easier. When you open CaseMap 8, a new panel lists tips on getting started. Plus, a new wizard helps you create a new case file step by step.

• New report for polished work product. In addition to the amazing variety of reports already available, you can now create a Group By Object report to organize facts by source or witness and documents by author.

• Even better tools for Bulk Send to CaseMap! When you import a set of documents into CaseMap, you can define where the coded information from your source document database will go. CaseMap remembers your settings for the case to make subsequent imports and updates a breeze.

Watch the “What’s New With CaseMap 8” Webinar on-demand.

Download a 30-day free trial of CaseMap 8 With DocPreviewer.

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Rock the Vote ... for CaseMap® and TextMap®!

LexisNexis is very proud that CaseMap fact and issue management software has been selected as a winner and finalist for the past five years in the Law Technology News (LTN) Annual Vendor Awards. And now you have a new opportunity to cast your vote in support of CaseMap—as well as other tools that support your litigation success.

CaseMap has been honored again this year with a nomination in this category:

Case Management Software for Large Firms (100+ Attorneys)
CaseMap 7.5 – LexisNexis
 
In addition, TextMap deposition transcript software has been nominated in this category:

New Product of the Year (July '07-July '08)
TextMap 4 – LexisNexis

Also consider the following categories if you are a LAW PreDiscovery™, Concordance® or LexisNexis® Total Litigator user. These three powerful offerings from LexisNexis integrate with CaseMap and TextMap to provide greater control, efficiency and insight across the entire litigation workflow:

EDD Services Collection
LAW PreDiscovery 5.2 – LexisNexis
 
EDD Services Processing
LAW PreDiscovery 5.2 – LexisNexis
 
EDD Services Review
Concordance 2007 - LexisNexis
 
Litigation Support Software
Concordance 2007 – LexisNexis
 
Collaboration Tools
Total Litigator – LexisNexis
 
To vote, you must be a subscriber to Law Technology News, but you can subscribe online for free. It’s easy—just go to: www.lawtechnews.com and click the Subscribe to LTN link under the LTN logo on the upper-left corner of the page.

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Building a Case Terminology Lexicon in CaseMap: Why and How

Most matters involve a fair amount of case-specific jargon. For example, any medical malpractice case surely involves a great deal of terminology regarding diseases, medicines, surgical procedures, vital signs and so on. The majority of these words and phrases are unfamiliar to trial team members as well as to the judge and jury. You can familiarize colleagues, the judge and the jury with key terms by building a dictionary of matter-specific jargon in your CaseMap® case file.

Top 10 List: Benefits to Building a Lexicon in CaseMap

Why create a CaseMap lexicon over a simple word-processed glossary?

• It’s easier to stay organized since terminology that’s critical to the case is stored along with other key case knowledge.
• Everyone on the team has simultaneous access to a centralized encyclopedia of key terms since CaseMap files are multi-user.
• Just two clicks create a Lexicon report—on paper or as a PDF (using the built-in PDF writer in CaseMap)—for the client, experts and new members of the trial team. Reports have automatic title pages.
• It’s easy to sort the information appearing in your screen display of terminology and your Lexicon reports. For example, your lexicon could be sorted by the type of term—all medicines would be sorted together, followed by all surgical procedures.
• It’s easy to filter the information appearing in your screen display of terminology and your Lexicon reports. For example, filter the lexicon down to only those terms that are key—or to just medicines or key medicines.
• Your case ReportBooks can be more helpful and impressive. You’ll be able to include a Lexicon report among those appearing in each case Reportbook.
• You’ll build your chronology faster with terminology listed as objects. How? As soon as you type the first three letters of a term, CaseMap drops a list of items and selects the term for you. Pressing Enter completes the word. It’s much easier to type “sup” and hit Enter than to type “Supercalifragilisticexpialidocious.”
• You’ll have correct spellings and consistent names since you’re picking terms from a correct list after typing just the first few letters.
• When a fact references a term, the fact and term are automatically linked. The LS: Facts field for your Lexicon objects counts the total number of facts in which the term is employed. Double-clicking the count in an LS: Facts cell displays a mini-chronology of just those facts that reference the selected case word or phrase.
• Convenient hints are built in. Now this is our very favorite: When you’re reading a fact and come across an unfamiliar term, simply float your mouse pointer over the term and CaseMap displays a hint containing the description of the term. If an article or Web site regarding the term has been linked to the jargon object, you’ll also be able to use the paperclip icon at the left of the fact record to display the linked PDF or Web site right from the fact that mentions the terminology.

If you are approaching trial, evaluate your lexicon for terms that will be critical to explain to the jury early in the case. Jurors will appreciate it if you create demonstrative evidence to educate them about these terms during your opening.

Ways to Create a Lexicon in CaseMap

To create your lexicon, take steps 1 and 2. If you also use steps 3 through 5, your lexicon can be even more dynamic and useful:

1. Add case-specific jargon as Other Objects records on the CaseMap Objects spreadsheet.
2. Use the Description field to capture a detailed definition of each term.
3. Use the Key field to flag the most critical terms.
4. If the terms divide into logical groupings, e.g., diseases, medicines and surgical procedures, use the Type + field for Other Objects to capture the appropriate value for each.
5. If you want to go for the gusto, why not link the record for each term to a PDF containing a detailed article about it or to a Web site on the topic?

Your CaseMap lexicon can help everyone involved in the case speak the same language. In turn, your strategy can be more effective and your arguments more compelling.

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Case Analysis Consulting Group

Building on the success of our award-winning support and training, we also offer a wide range of consulting options. Whatever your needs, our consultants will work closely with you to customize a program that meets your unique case analysis needs.

Early Case Assessment Consulting

The LexisNexis® Case Analysis Consulting Group helps trial teams and litigation support professionals quickly and effectively gain control over cases. With our approach to early case assessment and proven method to quickly “jumpstart” a case, our consulting team helps you establish a procedure for gathering and organizing early critical case information. This enables you to assess case strengths and risks, set client expectations and form a meaningful litigation plan during the early stages and throughout the litigation process.

1. Quickly identify and gather early factual, legal and strategic case information.
   
   a. Jumpstart and organize your case to identify early risk, assess case strengths and weaknesses and determine what may still be missing.
   
   b. Identify strategic factors that may impact your case, including parties’ litigation tendencies and experience level.
   
   c. Identify previous settlement amounts in similar cases, as well as prior judgments and/or verdicts from similar cases.
2. Effectively organize early case information by bringing in and connecting all your critical case details (from facts, research and documents to issues) in one place.
   
   a. Quickly set up, organize and link your case facts, Cast of Characters and documents to your research and issues.
   
   b. Easily review relationships between your facts, issues and research to identify case strengths and weaknesses and confirm that you can prove or defend the issues within your case.
   
   c. Identify and detail outstanding questions particular to your case to fill the factual and/or legal holes identified.

CaseMap® Jumpstarts

Let one of our case analysis consultants work with your trial team to conduct a CaseMap Jumpstart on a pending matter. In this collaborative brainstorming exercise, our consultant acts as moderator guiding the session, as a scribe quickly organizing material in CaseMap, and as an educator showing your team how to take the ball forward.

By the time the session ends, our consultant will have worked with your trial team to create a detailed Cast of Characters, a multi-level issue outline and an initial fact chronology. The trial team will also have created a Case Summary ReportBook or other work product for their client—and will have a plan in place for additional analysis.

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New CaseMap® and Concordance® In-A-Day Training Option

With the seamless integration of CaseMap case analysis software and Concordance litigation management software, litigation professionals have the power to connect and analyze vital discovery data with unmatched ease and speed.

In just a few clicks, you can link case facts, testimony and critical documents to key issues and securely share these details between Concordance and CaseMap. This integration facilitates more efficient and effective case analysis and streamlines your entire litigation workflow.

Now you can be up and running with these tools in no time flat! In the new CaseMap and Concordance In-A-Day training class, our award-winning Case Analysis Consulting Group demonstrates the ins and outs of both programs together.

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

If you are already a Concordance client, you can experience first hand how these two industry-leading resources fit together by checking out our Concordance Software Training Schedule for Fall/Winter 2008. We will be coming to seven cities near you to introduce the software to new users and certify existing users.

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Training Schedule

Get a complete list of courses.

Ongoing CaseMap® Training

Boston

Chicago

Dallas

Los Angeles

New York

San Francisco

Washington, D.C.

Please contact us at caseanalysisconsulting@lexisnexis.com or 904-373-2161 to reserve a seat in these classes, where you learn hands-on—and on your own laptop.

CaseMap Training Webinars:

CaseMap FastTrack: This day-long session 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. Please bring your notebook computer to this hands-on session.

Class topics include Case Mapping Strategies, Sorting & Searching Techniques, Creating Great Work Product, and Using the “Send to CaseMap” Feature in Acrobat and Other Tools.

Certified Administrator: This two-day Case Analysis Consulting Group course is specifically for litigation support, practice support and IS professionals. It reviews how to deploy and support CaseMap case analysis software and TimeMap timeline software. Support Certification is a hands-on class—please bring a notebook computer with you.

Certified Paralegal: This one-day seminar for paralegals, legal assistants and other support professionals reviews best practices for inputting and extracting crucial case data. The seminar also covers how LexisNexis case analysis tools link with other applications you may be using.

Webinar Courses: Our Webinar courses are conducted in four two-hour sessions over two consecutive days. The times for these Webinars are noon – 2 P.M. ET and 3:30 – 5:30 P.M. ET on both days.

Please contact us at caseanalysisconsulting@lexisnexis.com or 904-373-2161 to reserve a seat in these classes, where you learn hands-on—and on your own laptop.

LexisNexis, 9443 Springboro Pike, Miamisburg, OH 45342

This is Client FYI 121065a, 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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