CaseSoft How To Become A Power User Agenda

Class time 9:00 a.m. to 4:30 p.m

1.       Registration, Breakfast and Introductions -- 9:00 a.m

2.       Agenda Review & Opening Statements -- 9:20 a.m

3.       Sort & Searching Tips & Tricks -- 9:30 a.m.

1. Sorting -- simple & advanced

2. Searches -- simple & compound

3. Using the Advanced Search Pane

4. Tagging v. Filtering

4.     Using the Research-Authority and Research-Authority Extract Spreadsheets -- 10:15 a.m.

1. Authority spreadsheet

2. Authority-Extract spreadsheet

5.       Break -- 10:30 a.m.

6.     Using the 'Send to CaseMap' Features in Acrobat and Other Tools--10:45 a.m.

1. Understanding the process

2. Text sending options

3. Options from Acrobat

4. Customizing the 'Send to CaseMap' window

5. Using the Adobe PDF Bulk Importer

6. 'Send to CaseMap' options in transcript summary tools

7.       Using CaseMap's Document Indexing Features -- 12:00 p.m.

1. Bates numbering features

2. Naming documents

3. Using CaseMap's document indexing features on small cases v. using on large cases

8.       Lunch -- 12:30 p.m.

9.       Using the Question Spreadsheet -- 1:00 p.m.

10.    CaseMapping Strategies -- 1:20 p.m.

1. Creating new CaseMap files

2. Using CaseMap proactively

3. Using CaseMap to divide & conquer case analysis

11.    Creating Great Work Product -- 1:45 p.m.

1. Report basics

2. Reportbooks

3. Electronic work product

4. By Issue Reports

5. Sending to TimeMap

12.    Break -- 2:45 p.m.

13.    CaseMap Extras  -- 3:00 p.m.

1. Critical keyboard shortcuts

2. Using the Detail Window

3. Using the Creation Author and Creation TimeStamp fields

14.    Questions and Answers -- 3:30 p.m.

15.    Closing Statement & Your Verdict -- 4:00 p.m.