Sample CaseSoft Case Jumpstart Agenda

Session time -- 9:00 a.m. to 4:30 p.m.

1.   Work Product Options Overview for Entire Trial Team -- 9:00 a.m.

2.   Break -- 10:15 a.m.

3.   CaseMap/TimeMap Fundamentals -- 10:30 a.m.

4.   CaseMap Work Flow Review -- 11:45 a.m.

5.   Lunch -- 12:30 p.m.

6.   Case-Specific Brainstorming Session Part One -- 1:15 p.m.

      •     Begin Cast of Characters

•   Reach consensus on Object spreadsheet fields

•   Establish naming conventions for objects

•   Create initial cast of characters including lexicon objects

      •     Begin Issue Outline

•   Reach consensus on Issue spreadsheet fields

•   Establish naming conventions for issues

•   Define top-level issues

7.   Break -- 2:15 p.m.

8.   Case-Specific Brainstorming Session Part Two -- 2:30 p.m.

      •     Develop Document Index & Transcript Plan

•   Define how CaseMap will integrate with mass document index & document images

•   Define how CaseMap will integrate with electronic transcripts

      •     Develop Fact Chronology Plan

•   Reach consensus on Fact spreadsheet fields

•   Jumpstart entry of key facts

      •     Develop Case Law Research Plan

•   Reach consensus on Research-Authority spreadsheet fields

•   Jumpstart entry of case law

9.   Questions and Answers -- 4:00 p.m.

Click here to return to In-Person Trainings